MIDD
Middleby Corp
4 super-investors hold MIDD worth a combined $222M. The largest position: John Rogers at 2.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 26 — ranked #516 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own MIDD
John Rogers accounts for nearly all of the cohort's $222M combined position in MIDD, holding it at 2.3% of his portfolio — making this essentially a one-manager conviction call. The remaining three owners — Olstein, Ainslie, and Greenblatt — carry negligible weight at or near 0% of their respective portfolios. The only activity in 2026Q1 was Vulcan Value Partners exiting entirely, continuing a pattern of thin and declining cohort interest: owner count has fluctuated between zero and one for most of the past eight quarters before briefly reaching four, and now sits at four only on the strength of Rogers's outsized stake. Broader super-investor enthusiasm for Middleby is absent.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 2.3% | 25q | $209M | 1,574,530 |
| 2 | Joel Greenblatt | <0.1% | 39q | $7M | 54,696 |
| 3 | Robert Olstein | 1.1% | 14q | $5M | 37,500 |
| 4 | Lee Ainslie | <0.1% | 5q | $1M | 8,647 |
Owners of MIDD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | EXIT | 0.2% | -100% | $0 | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 596278101. Not investment advice.