MLKN
Millerknoll Inc
5 super-investors hold MLKN worth a combined $51M. The largest position: Vulcan Value Partners at 0.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #530 of 724 scored stocks.
Why super-investors own MLKN
Cohort interest in MLKN is minimal and has been stubbornly static: owner count held at one for eight consecutive quarters before reaching the current five, suggesting the broader group has shown little appetite for the name. Vulcan Value Partners carries the highest conviction at 0.5% of portfolio ($19M), followed by Richard Pzena with the largest dollar exposure at $29M but a negligible portfolio weight of 0.1%. Joel Greenblatt, Lee Ainslie, and Polen Capital round out the group with token positions. In 2026Q1, no one in the cohort initiated, added, trimmed, or exited — a quarter of complete inactivity. With no concentration above 0.5% and zero movement this period, super-investor interest in MLKN reads as dormant rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Richard Pzena | 0.1% | — 1q | $29M | 1,995,737 |
| 2 | Vulcan Value Partners | 0.5% | 35q | $19M | 1,324,609 |
| 3 | Joel Greenblatt | <0.1% | 36q | $2M | 115,719 |
| 4 | Lee Ainslie | <0.1% | 4q | $444K | 30,710 |
| 5 | Polen Capital Management | <0.1% | — 1q | $380K | 26,305 |
Owners of MLKN also hold
Long US equity 13F-HR filings only. CUSIP 600544100. Not investment advice.