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Fred Martin's Disciplined Growth Investors exited its entire MLKN position, held for ~5.5 years.

Sold out of a position that was 498,550 shares worth $7.21M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

MillerKnoll Inc (MLKN) is gone from Fred Martin's Disciplined Growth Investors portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 499K shares worth about $7.2M, or 0.15% of the reported book. MLKN had been in the portfolio for 5.5 years, since the quarter ended December 31, 2020.

What did the 2026 Q2 filing report for MLKN?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 499K 0
Reported value $7.2M $0
Portfolio weight 0.15% 0%
Held since 2020 Q4 sold out in 2026 Q2
Quarters held 22

What did Fred Martin sell?

Fred Martin sold 499K shares of MLKN between the quarter ended March 31, 2026 and June 30, 2026. The MLKN exit was the 24th largest of the quarter's 63 position changes by percent change to portfolio.

Where does MLKN sit in the Fred Martin portfolio?

Before the sale, MLKN carried 0.15% of the Fred Martin portfolio, below the fund's average stock position of 2%. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.

Fred Martin buys and sells, 2026 Q2

How long has Fred Martin held MLKN?

Fred Martin held MLKN for 5.5 years, from the quarter ended December 31, 2020 to March 31, 2026. The weight peaked at 0.4% in 2024 Q3. Last quarter the fund had trimmed the position by 3%. Every reported trade is on the Fred Martin MLKN trade history page.

Fred Martin shares of MLKN by quarter

Did other funds buy or sell MLKN in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 still hold MLKN. The largest buyer of MLKN this quarter was Richard Pzena. The largest sellers were Vulcan Value Partners and Polen Capital Management. Every tracked holder of MLKN is on the MLKN ownership page.

FAQ

How many MLKN shares did Fred Martin sell?

Fred Martin sold all 499K shares of MLKN it reported a quarter earlier, worth about $7.2M.

When did Fred Martin first buy MLKN?

Fred Martin first reported MLKN in the quarter ended December 31, 2020.

How much of the Fred Martin portfolio was MLKN?

MLKN was 0.15% of the Fred Martin portfolio at the prior quarter-end, and 0% after the sale.

Did other funds sell MLKN in 2026 Q2?

No other tracked fund sold out of MLKN in 2026 Q2, but 2 trimmed it; 3 still hold it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst