John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Middleby Corp. (MIDD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,574,530 2.34 Add 1.02% 0.02 $132.58 $208,751,187 SEC
2025   Q4 1,558,645 2.50 Add 22.43% 0.46 $148.67 $231,723,751 SEC
2025   Q3 1,273,118 1.81 Add 36.22% 0.48 $132.93 $169,235,575 SEC
2025   Q2 934,607 1.53 Reduce 5.65% 0.10 $144.00 $134,583,408 SEC
2025   Q1 990,523 1.78 Reduce 17.33% 0.30 $151.98 $150,539,685 SEC
2024   Q4 1,198,179 1.75 Add 6.40% 0.11 $135.45 $162,293,346 SEC
2024   Q3 1,126,148 1.62 Add 120.76% 0.89 $139.13 $156,680,972 SEC
2024   Q2 510,127 0.69 Add 58.02% 0.25 $122.61 $62,546,671 SEC
2024   Q1 322,823 0.52 Add 8.53% 0.04 $160.79 $51,906,710 SEC
2023   Q4 297,464 0.44 Add 1.16% <0.01 $147.17 $43,777,776 SEC
2023   Q3 294,043 0.40 Add 1.25% <0.01 $128.00 $37,637,504 SEC
2023   Q2 290,418 0.41 Reduce 0.24% <0.01 $147.83 $42,932,493 SEC
2023   Q1 291,111 0.42 Add 1.51% <0.01 $146.61 $42,679,784 SEC
2022   Q4 286,789 0.39 Add 2.15% <0.01 $133.90 $38,401,047 SEC
2022   Q3 280,753 0.40 Add 14.29% 0.05 $128.17 $35,984,000 SEC
2022   Q2 245,647 0.31 Add 51.34% 0.11 $125.36 $30,794,000 SEC
2022   Q1 162,317 0.24 Reduce 2.40% <0.01 $163.94 $26,611,000 SEC
2021   Q4 166,303 0.28 Add 1.95% <0.01 $196.76 $32,722,000 SEC
2021   Q3 163,116 0.25 Reduce 7.73% 0.02 $170.51 $27,813,000 SEC
2021   Q2 176,783 0.29 Add 3.38% <0.01 $173.26 $30,629,000 SEC
2021   Q1 170,998 0.28 Add 2.87% <0.01 $165.75 $28,343,000 SEC
2020   Q4 166,234 0.24 Add 17.79% 0.04 $128.92 $21,431,000 SEC
2020   Q3 141,124 0.18 Add 1.16% <0.01 $89.71 $12,660,000 SEC
2020   Q2 139,508 0.17 Add 153.95% 0.10 $78.94 $11,013,000 SEC
2020   Q1 54,936 0.05 Buy 0.05 $56.88 $3,125,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.06 SEC
2015   Q3 40,831 0.06 Reduce 55.50% 0.07 $105.19 $4,295,000 SEC
2015   Q2 91,762 0.12 Reduce 2.84% <0.01 $112.23 $10,298,000 SEC
2015   Q1 94,441 0.12 Reduce 3.34% <0.01 $102.65 $9,694,000 SEC
2014   Q4 97,700 0.12 Reduce 1.14% <0.01 $99.10 $9,682,000 SEC
2014   Q3 98,825 0.12 Reduce 0.70% <0.01 $88.13 $8,709,000 SEC
2014   Q2 99,525 0.11 Add 192.86% 0.07 $82.72 $8,233,000 SEC
2014   Q1 33,984 0.12 Reduce 21.89% 0.03 $264.21 $8,979,000 SEC
2013   Q4 43,506 0.14 Reduce 32.26% 0.07 $239.71 $10,429,000 SEC
2013   Q3 64,224 0.22 Reduce 2.33% <0.01 $208.91 $13,417,000 SEC
2013   Q2 65,759 0.21 Reduce 1.05% <0.01 $170.09 $11,185,000 SEC
2013   Q1 66,459 0.20 Reduce 1.37% <0.01 $152.15 $10,112,000 SEC
2012   Q4 67,384 0.21 Add 1.96% <0.01 $128.21 $8,639,000 SEC
2012   Q3 66,089 0.19 Reduce 37.72% 0.10 $115.65 $7,643,000 SEC
2012   Q2 106,112 0.27 Reduce 19.51% 0.06 $99.61 $10,570,000 SEC
2012   Q1 131,825 0.32 Reduce 39.84% 0.22 $101.18 $13,338,000 SEC
2011   Q4 219,115 0.56 Reduce 0.68% <0.01 $94.04 $20,606,000 SEC
2011   Q3 220,611 0.49 Reduce 0.05% <0.01 $70.46 $15,544,000 SEC
2011   Q2 220,711 0.46 Reduce 6.92% 0.04 $94.04 $20,756,000 SEC
2011   Q1 237,111 0.57 Reduce 5.80% 0.03 $93,120.00 $22,079,777,000 SEC
2010   Q4 251,716 0.49 Reduce 2.04% <0.01 $84,420.00 $21,249,864,000 SEC
2010   Q3 256,970 0.41 Add 4.42% 0.02 $63,390.00 $16,289,328,000 SEC
2010   Q2 246,095 0.35 Add 256.25% 0.25 $53,190.00 $13,089,793,000 SEC
2010   Q1 69,080 0.09 Buy 0.09 $57,590.00 $3,978,317,000 SEC