Yorktown Management & Research Company’s Middleby MIDD Stock Holding History

Yorktown Management & Research Company’s Portfolio MIDD Stock Details MIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,300	Closed	-$475K	–	229
2025 Q2	$475K	Hold	3,300	–	–	0.45%	83
2025 Q1	$502K	Hold	3,300	–	–	0.55%	59
2024 Q4	$447K	Hold	3,300	–	–	0.43%	104
2024 Q3	$459K	Buy	+3,300	New	+$443K	0.47%	91
2015 Q4	–	Sell	-3,300	Closed	-$347K	–	429
2015 Q3	$347K	Hold	3,300	–	–	0.06%	207
2015 Q2	$370K	Hold	3,300	–	–	0.06%	169
2015 Q1	$339K	Hold	3,300	–	–	0.06%	170
2014 Q4	$327K	Hold	3,300	–	–	0.07%	131
2014 Q3	$291K	Hold	3,300	–	–	0.06%	180
2014 Q2	$273K	Sell	3,300 -1,200	-27%	-$98.8K	0.05%	263
2014 Q1	$396K	Hold	4,500	–	–	0.08%	132
2013 Q4	$360K	Hold	4,500	–	–	0.07%	135
2013 Q3	$313K	Hold	4,500	–	–	0.07%	145
2013 Q2	$255K	Buy	+4,500	New	+$236K	0.05%	194

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yorktown Management & Research Company's MIDD Position: Q3 2025 in Review

Yorktown Management & Research Company sold out of Middleby (MIDD) in Q3 2025, closing a stake of 3,300 shares — an estimated $475K sold.

Yorktown Management & Research Company first reported a position in MIDD in Q2 2013 and held it in 14 quarters. The position peaked at $502K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

Yorktown Management & Research Company reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 3,300 Middleby shares in Q3 2025, an estimated $475K.
Yorktown Management & Research Company first reported a position in Middleby in Q2 2013 and held it in 14 quarters.
Yorktown Management & Research Company's Middleby position peaked at $502K in Q1 2025.
425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Yorktown Management & Research Company's 13F filing for Q3 2025, filed 29 Oct 2025.