John Rogers's MHK Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 1.72 M shares of Mohawk Industries, Inc. (MHK) worth $187.56 M, representing 2.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in MHK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 364,085 shares. Largest reduction occurred in Q1 2024, reducing 277,716 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Mohawk Industries (MHK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mohawk Industries (MHK) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,924 | Add 1.12% | 1.72 M | $109.30 |
| Q3 2025 | -19,466 | Reduce 1.13% | 1.7 M | $128.92 |
| Q2 2025 | -27,005 | Reduce 1.55% | 1.72 M | $104.84 |
| Q1 2025 | +57,391 | Add 3.40% | 1.74 M | $114.18 |
| Q4 2024 | -18,318 | Reduce 1.07% | 1.69 M | $119.13 |
| Q3 2024 | -112,175 | Reduce 6.17% | 1.7 M | $160.68 |
| Q2 2024 | -54,084 | Reduce 2.89% | 1.82 M | $113.59 |
| Q1 2024 | -277,716 | Reduce 12.93% | 1.87 M | $130.89 |
| Q4 2023 | +89,376 | Add 4.34% | 2.15 M | $103.50 |
| Q3 2023 | +77,974 | Add 3.94% | 2.06 M | $85.81 |
| Q2 2023 | +12,258 | Add 0.62% | 1.98 M | $103.16 |
| Q1 2023 | +5,964 | Add 0.30% | 1.97 M | $100.22 |
| Q4 2022 | +3,306 | Add 0.17% | 1.96 M | $102.22 |
| Q3 2022 | +136,075 | Add 7.46% | 1.96 M | $91.19 |
| Q2 2022 | +100,180 | Add 5.81% | 1.82 M | $124.09 |
| Q1 2022 | +364,085 | Add 26.79% | 1.72 M | $124.20 |
| Q4 2021 | +42,560 | Add 3.23% | 1.36 M | $182.18 |
| Q3 2021 | +59,130 | Add 4.70% | 1.32 M | $177.40 |
| Q2 2021 | +969 | Add 0.08% | 1.26 M | $192.19 |
| Q1 2021 | +36,083 | Add 2.96% | 1.26 M | $192.31 |
| Q4 2020 | +92,458 | Add 8.20% | 1.22 M | $140.95 |
| Q3 2020 | +329,561 | Add 41.27% | 1.13 M | $97.59 |
| Q2 2020 | +12,841 | Add 1.63% | 798,497 | $101.76 |
| Q1 2020 | +122,945 | Add 18.55% | 785,656 | $76.24 |
| Q4 2019 | +4,790 | Add 0.73% | 662,711 | $136.38 |
| Q3 2019 | -2 | Reduce 0.00% | 657,921 | $124.07 |
| Q2 2019 | +92,475 | Add 16.35% | 657,923 | $147.47 |
| Q1 2019 | +47,090 | Add 9.08% | 565,448 | $126.15 |
| Q4 2018 | +275,139 | Add 113.12% | 518,358 | $116.96 |
| Q3 2018 | +25,500 | Add 11.71% | 243,219 | $175.35 |
| Q2 2018 | +4,047 | Add 1.89% | 217,719 | $214.27 |
| Q1 2018 | -588 | Reduce 0.27% | 213,672 | $232.22 |
| Q4 2017 | -707 | Reduce 0.33% | 214,260 | $275.90 |
| Q3 2017 | -27,614 | Reduce 11.38% | 214,967 | $247.51 |
| Q2 2017 | -12,342 | Reduce 4.84% | 242,581 | $241.69 |
| Q1 2017 | -19,607 | Reduce 7.14% | 254,923 | $229.49 |
| Q4 2016 | -1,117 | Reduce 0.41% | 274,530 | $199.68 |
| Q3 2016 | -44,146 | Reduce 13.80% | 275,647 | $200.34 |
| Q2 2016 | -63,296 | Reduce 16.52% | 319,793 | $189.76 |
| Q1 2016 | +10,957 | Add 2.94% | 383,089 | $190.90 |
| Q4 2015 | -361 | Reduce 0.10% | 372,132 | $189.39 |
| Q3 2015 | -62,599 | Reduce 14.39% | 372,493 | $181.79 |
| Q2 2015 | -10,430 | Reduce 2.34% | 435,092 | $190.90 |
| Q1 2015 | -465 | Reduce 0.10% | 445,522 | $185.75 |
| Q4 2014 | +2,002 | Add 0.45% | 445,987 | $155.36 |
| Q3 2014 | -1,397 | Reduce 0.31% | 443,985 | $134.82 |
| Q2 2014 | -58,150 | Reduce 11.55% | 445,382 | $138.34 |
| Q1 2014 | -64,620 | Reduce 11.37% | 503,532 | $135.98 |
| Q4 2013 | -2,994 | Reduce 0.52% | 568,152 | $148.90 |
| Q3 2013 | -5,355 | Reduce 0.93% | 571,146 | $130.25 |
| Q2 2013 | +576,502 | Add 0.00% | 576,501 | $112.49 |
John Rogers's Mohawk Industries Investment FAQs
John Rogers first purchased Mohawk Industries, Inc. (MHK) in Q2 2013, acquiring 576,501 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Mohawk Industries, Inc. (MHK) for 51 quarters since Q2 2013.
John Rogers's largest addition to Mohawk Industries, Inc. (MHK) was in Q2 2013, adding 576,501 shares worth $64.85 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,716,027 shares of Mohawk Industries, Inc. (MHK), valued at approximately $187.56 M.
As of the Q4 2025 filing, Mohawk Industries, Inc. (MHK) represents approximately 2.03% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Mohawk Industries, Inc. (MHK) was 2,148,476 shares, as reported at the end of Q4 2023.