Which hedge funds own MHK? MOHAWK INDS INC, Q2 2026 13F holders
42 tracked hedge funds disclosed a position in MHK (MOHAWK INDS INC) in their Q2 2026 13F filings, worth $769.1m in total. The largest holder by portfolio weight is Lodge Hill Capital, LLC at 3.1% of its book. 13 opened a new position this quarter: iSAM Funds (UK) Ltd, Landscape Capital Management, L.L.C., Bayforest Capital Ltd, Oak Thistle LLC. 20 exited: Atlantic Investment Management, Inc., Lombard Odier Asset Management (USA) Corp, MQS Management LLC.
- 42
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 20
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $17.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $122m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $769m
- Combined value Sum of the holders' reported positions in the security.
- 3.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Atlantic Investment Management, Inc. | 2.3% | $3.9m |
| Lombard Odier Asset Management (USA) Corp | 0.5% | $953k |
| MQS Management LLC | 0.2% | $232k |
| Y-Intercept (Hong Kong) Ltd | 0.08% | $4.2m |
| AlphaGrep UK Ltd | 0.08% | $263k |
| Gsa Capital Partners LLP | 0.07% | $1.1m |
| Catalyst Funds Management Pty Ltd | 0.07% | $384k |
| J. Goldman & Co LP | 0.05% | $1.1m |
| Aquatic Capital Management LLC | 0.05% | $1.7m |
| Trexquant Investment LP | 0.04% | $6.1m |
| Qube Research & Technologies Ltd | 0.04% | $25.9m |
| Point72 Asset Management, L.P. | 0.03% | $16.4m |
| Magnetar Financial LLC | 0.02% | $2.4m |
| Dark Forest Capital Management LP | 0.02% | $210k |
| Millennium Management LLC | 0.02% | $23.8m |
| Arrowstreet Capital, Limited Partnership | 0.02% | $32.2m |
| Armistice Capital, LLC | 0.01% | $310k |
| Capstone Investment Advisors, LLC | 0.0% | $490k |
| Tudor Investment Corp ET AL | 0.0% | $482k |
| Freestone Grove Partners LP | 0.0% | $985 |
Ownership over time
Who discovered MHK first? Beta
The run: Q1 2001 → Q2 2007, +259%
| Ruane, Cunniff & Goldfarb (Sequoia Fund) high conviction | Q4 2002 | – | +6.2 pts |
| Viking Global Investors LP | Q2 2005 | – | +0.8 pts |
| Select Equity Group Inc high conviction | Q2 2004 | – | +0.3 pts |
| Long Pond Capital, LP | Q1 2014 | – | 0.0 pts |
| Steadfast Capital Management LP | Q1 2006 | – | −0.1 pts |
| Abrams Capital Management, L.P. high conviction | Q4 2006 | – | −0.4 pts |
| Fairholme Capital Management (Bruce Berkowitz) high conviction | Q1 2006 | – | −0.7 pts |
| Eminence Capital, LP | Q1 2011 | – | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.