NYSE · Consumer Discretionary

MOHAWK INDS INC MHK

Mohawk Industries, Inc. designs, manufactures, sources, distributes, and markets flooring products for residential and commercial remodeling, and new construction channels in the United States, Europe, Latin America, and internationally. It operates through three segments: Global Ceramic, Flooring North America, and Flooring Rest of the World.

Home Furnishings

Company profile

Business mix

  • It operates through three segments: Global Ceramic, Flooring North America, and Flooring Rest of the World.
  • The company provides ceramic, porcelain, and natural stone tiles products for floor and wall applications.
  • It also licenses its intellectual property to flooring manufacturers.
  • It offers its products to home centers, company-owned service centers and stores, floor covering retailers, ceramic tile specialists, e-commerce retailers, residential builders, independent distributors, commercial contractors, and commercial end users.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in furnishings, fixtures & appliances?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 15.39 FCF 11.31% Buyback 1.93%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 1.9% $171.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $5.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +2.9% +50,965 / 1,743,574
Appaloosa David Tepper 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$6.8M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 148.5% 13F value change +$14.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 318.0% 13F value change +$53.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$73.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.5% 13F value change -$19.1M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.1% 13F value change +$38.8M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 1.1% 13F value change -$31.2M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 1.7% 13F value change -$15.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,743,574 Last 4 periods +1,104 (+0.1%) Total shares 1,744,678 Value $171.8M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$12.7M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -55.1% 13F value change -$7.5M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +49,861 (New) Total shares 49,861 Value $5.2M

Recent mentions

No public mentions.