Joel Greenblatt's MIDD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,624 shares of The Middleby Corporation (MIDD) worth $614,668, representing 0.00% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MIDD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 17,489 shares. Largest reduction occurred in Q4 2024, reducing 38,758 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Middleby Corporation (MIDD) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Middleby Corporation (MIDD) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +6,842 | New Buy | 6,842 | $88.13 |
| Q4 2014 | -6,842 | Sold Out | 6,842 | $0.00 |
| Q2 2015 | +4,445 | New Buy | 4,445 | $112.26 |
| Q3 2015 | -4,445 | Sold Out | 4,445 | $0.00 |
| Q4 2016 | +13,980 | New Buy | 13,980 | $128.83 |
| Q1 2017 | +14,950 | Add 106.94% | 28,930 | $136.43 |
| Q2 2017 | -9,872 | Reduce 34.12% | 19,058 | $121.52 |
| Q3 2017 | -19,058 | Sold Out | 19,058 | $0.00 |
| Q2 2019 | +4,306 | New Buy | 4,306 | $135.62 |
| Q3 2019 | -4,306 | Sold Out | 4,306 | $0.00 |
| Q1 2020 | +21,398 | New Buy | 21,398 | $56.87 |
| Q2 2020 | -6,839 | Reduce 31.96% | 14,559 | $78.92 |
| Q3 2020 | -3,228 | Reduce 22.17% | 11,331 | $89.75 |
| Q4 2020 | +3,355 | Add 29.61% | 14,686 | $128.90 |
| Q1 2021 | +5,676 | Add 38.65% | 20,362 | $165.75 |
| Q2 2021 | -18,715 | Reduce 91.91% | 1,647 | $173.04 |
| Q3 2021 | +1,665 | Add 101.09% | 3,312 | $170.59 |
| Q4 2021 | -3,312 | Sold Out | 3,312 | $0.00 |
| Q1 2023 | +4,265 | New Buy | 4,265 | $146.61 |
| Q2 2023 | -158 | Reduce 3.70% | 4,107 | $147.83 |
| Q3 2023 | -4,107 | Sold Out | 4,107 | $0.00 |
| Q4 2023 | +8,488 | New Buy | 8,488 | $147.17 |
| Q1 2024 | +8,159 | Add 96.12% | 16,647 | $160.79 |
| Q2 2024 | +17,439 | Add 104.76% | 34,086 | $122.61 |
| Q3 2024 | +17,489 | Add 51.31% | 51,575 | $139.13 |
| Q4 2024 | -38,758 | Reduce 75.15% | 12,817 | $135.45 |
| Q1 2025 | -1,554 | Reduce 12.12% | 11,263 | $151.98 |
| Q2 2025 | +6,623 | Add 58.80% | 17,886 | $144.00 |
| Q3 2025 | -13,262 | Reduce 74.15% | 4,624 | $132.93 |
Joel Greenblatt's The Middleby Corporation Investment FAQs
Joel Greenblatt first purchased The Middleby Corporation (MIDD) in Q3 2014, acquiring 6,842 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Middleby Corporation (MIDD) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to The Middleby Corporation (MIDD) was in Q1 2020, adding 21,398 shares worth $1.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,624 shares of The Middleby Corporation (MIDD), valued at approximately $614,668. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Middleby Corporation (MIDD) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in The Middleby Corporation (MIDD) was 51,575 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.