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MILLERKNOLL INC MLKN

MillerKnoll, Inc. researches, designs, manufactures, sells, and distributes interior furnishings worldwide. It operates through North America Contract, International Contract, and Global Retail segments. The company also provides seating products, furniture systems, other freestanding furniture elements, textiles, leather, felt, home furnishings and related services, casegoods, storage products, as well as residential, education, and healthcare furniture solutions.

Company profile

Business mix

  • It operates through North America Contract, International Contract, and Global Retail segments.
  • It offers its products under the MillerKnoll, Herman Miller, Knoll, Maharam, Geiger, Design Within Reach, DWR, HAY, NaughtOne, Colebrook Bosson Saunders, Holly Hunt, Vladimir Kagan, Muuto, FilzFelt, Edelman, Spinneybeck, DatesWeiser.
  • The company offers its products through independent contract furniture dealers, direct contract sales, owned and independent retailers, direct-mail catalogs, and e-commerce platforms.
  • Its products are used in institutional, health/science, industrial and educational settings, and residential and other environments.

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

Current firm holders

Firm Weight Value Filing period
Vulcan Value Partners C.T. Fitzpatrick 0.5% $19.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $2.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +18.2% +203,641 / 1,120,968
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -0.4% 13F value change -$2.0M
13F 2025-12-31 Filed 2026-02-09
Major increase Shares 24.4% 13F value change +$5.6M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -4.7% 13F value change -$6.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,120,968 Last 3 periods +203,641 (+18.2%) Total shares 1,324,609 Value $19.2M

Recent mentions

No public mentions.