MLKN

Millerknoll Inc

4 super-investor ownerscombined $82Mlargest position 0.5%

1 TRIM

4 of the 83 super-investors we track hold MLKN, worth a combined $82M per their latest 13F filings. The largest position: Vulcan Value Partners at 0.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 23 of 100 (how strongly the cohort backs it) — ranked #598 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

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Why super-investors own MLKN

MLKN is held by 4 super-investors in our cohort, with a combined position value of $82M. The highest-conviction owner is Vulcan Value Partners at 0.5% of their portfolio. Cohort ownership has grown from 2 to 4 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 5

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Richard Pzena	0.2%	2q	$62M	3,032,700
2	Vulcan Value Partners	0.5%	35q	$17M	838,151
3	Joel Greenblatt	<0.1%	37q	$3M	126,112
4	Polen Capital Management	<0.1%	2q	$255K	12,466