John Rogers added MIDD · MIDDLEBY Corp
$204M · now 2.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$135 now
OUR VALUE
$135 today
low $124mid $165high $207
3 models, as of 2026-11-13.
Fairly priced now: inside our value range. The easy part has happened.
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