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Mohawk Industries, Inc.

MHK Consumer Discretionary
$98.6 $-1.83 (-1.82%)
Market Cap: $6.01 B
Gurus Holding
9
Popularity Rank
#693
% of Shares Held
12.81%
Net Activity (Q1 2026)
+$160.13 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $770.02 M.

Top institutional holders include Cliff Asness and John Rogers.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $160.13 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 134.9%. Conversely, Paul Tudor Jones reduced exposure by 95.7%.

Key Holders

Top 5 by Value

$419.26 M
$171.78 M
$113.51 M
$16.36 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$251.99 M
Total Buy Value
New Buys 0
Additions 5
-$91.86 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for Mohawk Industries, Inc. (MHK)

Major holders include Cliff Asness ($419.26 M), John Rogers ($171.78 M), Richard Pzena ($113.51 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.81 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $160.13 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited MHK. The total reported sell value was $91.86 M.

Yes, 0 managers opened new positions in MHK, and 5 increased their existing holdings. The total reported buy value was $251.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Add 134.9% 4,297,047 $419.26 M Q1 2026
1.92% Add 1.7% 1,744,678 $171.78 M Q1 2026
0.37% Reduce -2.8% 1,152,814 $113.51 M Q1 2026
0.51% Add 0.5% 290,565 $28.61 M Q1 2026
0.02% Add 91.3% 166,151 $16.36 M Q1 2026
0.02% Reduce -24.9% 72,818 $7.17 M Q1 2026
1.41% Reduce -4.4% 65,750 $6.47 M Q1 2026
0.01% Add 40.9% 15,192 $1.5 M Q1 2026
0.00% Reduce -95.7% 4,900 $482,454 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form