What smart money is saying about Mohawk Industries, Inc.
1 fund in our archive has pitched Mohawk Industries, Inc., most recently Baron Real Estate Fund in September 2026.
Mohawk Industries, Inc. is a global leader specializing in the manufacturing, sourcing, distribution, and marketing of diverse flooring solutions. The company serves both residential and commercial clients, addressing needs for new construction and renovation projects across the United States, Europe, Russia, and other international territories. Its operations are structured into three primary segments: 1. Global Ceramic: This division offers a wide range of ceramic, porcelain, and natural stone tiles, and also procures, markets, and distributes other related tile products. Key brands within this segment include American Olean, Daltile, Eliane, EmilGroup, KAI, Kerama Marazzi, Marazzi, and Ragno. 2. Flooring North America (Flooring NA): This segment presents an extensive collection of floor covering products, available in various colors, textures, and patterns. Offerings span carpets, carpet tiles, rugs, mats, carpet pads, hardwood, laminate, medium-density fiberboards, luxury vinyl tiles (LVT), and sheet vinyl products. Prominent brands here are Aladdin Commercial, Durkan, IVC, Karastan, Mohawk, Mohawk Group, Mohawk Home, Pergo, Portico, and Quick-Step. 3. Flooring Rest of the World (Flooring ROW): This unit supplies a broad array of floor and building materials, including wood flooring, vinyl flooring, laminates, roofing elements, sheet vinyl, LVT, insulation boards, medium-density fiberboards, chipboards, and various other wood products. Its portfolio features brands such as Feltex, Godfrey Hirst, Hycraft, IVC Commercial, IVC Home, Leoline, Moduleo, Pergo, Quick-Step, Unilin, and Xtratherm. Additionally, this segment licenses its proprietary intellectual property to other flooring manufacturers. Established in 1988, Mohawk Industries, Inc. maintains its corporate headquarters in Calhoun, Georgia.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Mohawk Industries, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“Top Contributors and Detractors Top contributors to performance for the quarter Quarter End Market Cap ($B) Contribution to Return (%) Airbnb, Inc. 96.2 0.14 Mohawk Industries, Inc. 7.5 0.06 Procore Technologies, Inc. 7.9 0.05 Welltower Inc. 165.9 0.05 James Hardie Industries plc 14.7 0.02 Shares of Airbnb, Inc. performed well in the quarter following strong second quarter results that exceeded expectations and a confident outlook for sustained growth acceleration. Airbnb operates a global marketplace connecting travelers with unique accommodations and experiences across over 220 countries and regions. Top-line growth was in the high teens with cash flow growth exceeding 20% in the quarter. With a dynamic pricing rollout that enables hosts to use real-time demand and market data to optimize occupancy and nightly rates, a boutique hotels platform buildout, and a forthcoming loyalty program representing meaningful untapped opportunities, we believe Airbnb is in the early stages of a durable, multi-year growth re-acceleration. Mohawk Industries, Inc. is the world's largest manufacturer of flooring products, including carpet, tile, laminate, wood, luxury vinyl, and more. The company serves residential and commercial customers across the U.S., Europe, Latin America, and Asia-Pacific. Shares of Mohawk contributed to performance this quarter, driven by optimism around the company's leadership transition as well as strong second quarter earnings results. We have taken a favorable view that new CEO Paul De Cock will bring several positive changes to the business, including a sharper growth strategy, more disciplined capital allocation, and improved messaging to investors and sell-side analysts which we believe should help build investor confidence. Second quarter results beat expectations, driven by better-than-anticipated volumes, strong product placements and stocking at retailers, and outperformance in the commercial channel, all of which point to momentum building in the business. We are shareholders in Mohawk and believe that, with valuation at the low end of the industry peer group, effective execution of the new leadership strategy can help close the valuation gap and drive strong share price performance.”
Mohawk Industries, Inc. - September 2026
“Other strong contributors included flooring company Mohawk Industries, Utah Medical Products, and leisure products business American Outdoor Brands.”
Mohawk Industries, Inc. - June 2026
“During the quarter, we were able to put all portfolio companies through our full investment process for the first time, which led to higher than typical levels of portfolio turnover. This resulted in the sale of five companies: Mohawk Industries, BuildersFirstSource, Ternium, Swatch, and Henkel.”
Mohawk Industries, Inc.
Fund coverage · 1 thesis
- Baron Real Estate FundSeptember 2026
Mohawk Industries is the largest flooring manufacturer and is backed by a new CEO, improving execution, and a low relative valuation.
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