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Mohawk Industries, Inc.

MHK Consumer Discretionary
$124.75 +$4.04 (3.35%)
Market Cap: $7.71 B
Gurus Holding
8
Popularity Rank
#829
% of Shares Held
8.10%
Net Activity (Q3 2025)
+$82.7 M

Guru Ownership Trend

Guru Analysis for Mohawk Industries, Inc. (MHK)

Mohawk Industries, Inc. (MHK), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $624.87 M.

Top institutional holders include John Rogers and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.7 M net inflow during the quarter.

Recent activity highlights David Tepper who increased their stake by 148.5%. Conversely, Joel Greenblatt reduced exposure by 27.9%.

Key Holders

Top 5 by Value

$218.79 M
$200.92 M
$152.01 M
$20.82 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$98.35 M
Total Buy Value
New Buys 0
Additions 4
-$15.64 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Mohawk Industries, Inc. (MHK)

Major holders include John Rogers ($218.79 M), Cliff Asness ($200.92 M), Richard Pzena ($152.01 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.01 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.7 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited MHK. The total reported sell value was $15.64 M.

Yes, 0 managers opened new positions in MHK, and 4 increased their existing holdings. The total reported buy value was $98.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.34% Reduce -1.1% 1,697,103 $218.79 M Q3 2025
0.13% Add 73.9% 1,578,335 $200.92 M Q3 2025
0.49% Add 0.3% 1,179,068 $152.01 M Q3 2025
0.72% Add 0.3% 278,266 $35.87 M Q3 2025
0.28% Add 148.5% 161,500 $20.82 M Q3 2025
1.54% Add 23.9% 68,750 $7.51 M Q4 2025
0.02% Reduce -27.9% 35,960 $4.64 M Q3 2025
0.00% Reduce -0.1% 10,003 $1.29 M Q3 2025
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