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MIDDLEBY CORP MIDD

The Middleby Corporation designs, manufactures, markets, distributes, and services of commercial restaurant and food processing equipment worldwide.

Company profile

Business mix

  • Its Commercial Foodservice Equipment Group segment offers conveyor, combi, convection, baking, proofing, deck, speed cooking, and hydrovection ovens.
  • The Food Processing Equipment Group segment provides batch, baking, proofing, conveyor belt, spiral, serpentine, and continuous processing ovens.
  • The company was formerly known as Middleby Marshall Oven Company and changed its name to The Middleby Corporation in 1985.
  • The Middleby Corporation was founded in 1888 and is based in Elgin, Illinois.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 2.3% $208.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $84.8M Estimated from net added shares
Reduction amount $10.4M Estimated from net reduced shares
Net share change / base shares +63.4% +610,672 / 963,858
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 36.2% 13F value change +$34.7M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 22.4% 13F value change +$62.5M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 1.0% 13F value change -$23.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 934,607 Last 3 periods +639,923 (+68.5%) Total shares 1,574,530 Value $208.8M
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 141.4% 13F value change +$5.2M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -1.1% 13F value change +$992,952
13F 2026-03-31 Filed 2026-05-11
Sold out Shares -100.0% 13F value change -$10.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 29,251 Last 3 periods -29,251 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.