What smart money is saying about Middleby
MIDD
No fund has written a full thesis on Middleby in our archive, but 3 fund letters report a position in it — most recently Broyhill Equity Highlights in July 2026.
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3
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Between Q1 2026 and Q3 2026, 3 fund letters reported a position in Middleby — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 3 positions · 2 moves
- July 2026
“A week later, on July 6, Middleby spun off its Food Processing business as Midera Food Processing (Nasdaq: MFP), keeping the leaner commercial foodservice company we own.”
Middleby - New positionRiverwater Partners Small Cap StrategyJune 2026
“In May we established a position in Middleby (MIDD), the commercial foodservice and food processing equipment leader, funded by trims of Modine (MOD) and Kodiak Gas Services (KGS).”
Middleby - March 2026
“We sold five positions during the quarter: Virtus Investment Partners, Crown Holdings, Inc., The Middleby Corporation, The Timken Company, and Sealed Air Corporation.”
Middleby
Read the letters behind these Middleby positions
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