ARIEL INVESTMENTS, LLC: MIDDLEBY CORP (MIDD): Quarterly 13F Position History
As of Q2 2026, ARIEL INVESTMENTS, LLC reported 3,288,012 shares of MIDDLEBY CORP (MIDD), worth $565.6M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: + 138,952 (+4.4%) . The position first appeared in Q1 2020 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 3,288,012Shares Held (Latest Filing)
- $565.6MReported Market Value (Latest Filing)
- 2.8%Portfolio Weight (% of 13F Equity Book)
- +138,952Quarter-over-Quarter Share Change
- +$148.1MQuarter-over-Quarter Value Change
- 3,288,012Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,288,012 | +138,952 | +4.4% | $565.6M | 2.8% | $172.0 |
| Q1 2026 | 3,149,060 | +31,770 | +1.0% | $417.5M | 2.3% | $132.6 |
| Q4 2025 | 3,117,290 | +571,054 | +22.4% | $463.4M | 2.5% | $148.7 |
| Q3 2025 | 2,546,236 | +677,022 | +36.2% | $338.5M | 1.8% | $132.9 |
| Q2 2025 | 1,869,214 | 111,832 | -5.6% | $269.2M | 1.5% | $144.0 |
| Q1 2025 | 1,981,046 | 415,312 | -17.3% | $301.1M | 1.8% | $152.0 |
| Q4 2024 | 2,396,358 | +144,062 | +6.4% | $324.6M | 1.7% | $135.4 |
| Q3 2024 | 2,252,296 | +1,232,042 | +120.8% | $313.4M | 1.6% | $139.1 |
| Q2 2024 | 1,020,254 | +374,608 | +58.0% | $125.1M | 0.7% | $122.6 |
| Q1 2024 | 645,646 | +50,718 | +8.5% | $103.8M | 0.5% | $160.8 |
| Q4 2023 | 594,928 | +6,842 | +1.2% | $87.6M | 0.4% | $147.2 |
| Q3 2023 | 588,086 | +7,250 | +1.2% | $75.3M | 0.4% | $128.0 |
| Q2 2023 | 580,836 | 1,386 | -0.2% | $85.9M | 0.4% | $147.8 |
| Q1 2023 | 582,222 | +8,644 | +1.5% | $85.4M | 0.4% | $146.6 |
| Q4 2022 | 573,578 | +12,072 | +2.1% | $76.8M | 0.4% | $133.9 |
| Q3 2022 | 561,506 | +70,212 | +14.3% | $72.0M | 0.4% | $128.2 |
| Q2 2022 | 491,294 | +166,660 | +51.3% | $61.6M | 0.3% | $125.4 |
| Q1 2022 | 324,634 | 7,972 | -2.4% | $53.2M | 0.2% | $163.9 |
| Q4 2021 | 332,606 | +6,374 | +2.0% | $65.4M | 0.3% | $196.8 |
| Q3 2021 | 326,232 | 27,334 | -7.7% | $55.6M | 0.3% | $170.5 |
| Q2 2021 | 353,566 | +11,570 | +3.4% | $61.3M | 0.3% | $173.3 |
| Q1 2021 | 341,996 | +9,528 | +2.9% | $56.7M | 0.3% | $165.8 |
| Q4 2020 | 332,468 | +50,220 | +17.8% | $42.9M | 0.2% | $128.9 |
| Q3 2020 | 282,248 | +3,232 | +1.2% | $25.3M | 0.2% | $89.7 |
| Q2 2020 | 279,016 | +169,144 | +153.9% | $22.0M | 0.2% | $78.9 |
| Q1 2020 | 109,872 | – | – | $6.3M | 0.1% | $56.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did ARIEL INVESTMENTS, LLC first disclose a MIDD position in 13F-HR filings?
ARIEL INVESTMENTS, LLC first reported MIDDLEBY CORP (MIDD) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was ARIEL INVESTMENTS, LLC's most recent quarter-over-quarter share-count change in MIDD?
Between Q1 2026 and Q2 2026, ARIEL INVESTMENTS, LLC added 138,952 shares of MIDD (+4.4%), bringing the total reported position to 3,288,012 shares at a market value of $565.6M.
Does the implied price-per-share represent ARIEL INVESTMENTS, LLC's cost basis in MIDD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.