Mohawk Industries Inc (MHK) is gone from Paul Lountzis' Lountzis Asset Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on July 31, 2026. A quarter earlier the position was 8.14K shares worth about $801.4K, or 0.29% of the reported book. MHK had been in the portfolio for 6 years, since the quarter ended June 30, 2020.
What did the 2026 Q2 filing report for MHK?
As of June 30, 2026, from the 13F-HR filed July 31, 2026.
| Before | After | |
|---|---|---|
| Shares | 8.14K | 0 |
| Reported value | $801.4K | $0 |
| Portfolio weight | 0.29% | 0% |
| Held since | 2020 Q2 | sold out in 2026 Q2 |
| Quarters held | 24 |
What did Paul Lountzis sell?
Paul Lountzis sold 8.14K shares of MHK between the quarter ended March 31, 2026 and June 30, 2026. The MHK exit was the 4th largest of the quarter's 38 position changes by percent change to portfolio.
Where does MHK sit in the Paul Lountzis portfolio?
Before the sale, MHK carried 0.29% of the Paul Lountzis portfolio, below the fund's average stock position of 2%. The largest stock position is AMAT at 23.17%. Next come BRK-B at 20.99% and WFC at 6.3%. The three largest stocks together are 50.47% of the book. Across the 2026 Q2 portfolio, Paul Lountzis reported 55 stock positions, with 5 opened and 2 closed. The total portfolio value is about $316.1M, up 16% from the prior quarter.
How long has Paul Lountzis held MHK?
Paul Lountzis held MHK for 6 years, from the quarter ended June 30, 2020 to March 31, 2026. The weight peaked at 1.19% in 2021 Q1. Last quarter the fund had trimmed the position by 1%. Every reported trade is on the Paul Lountzis MHK trade history page.
Did other funds buy or sell MHK in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 31, 2026, 4 still hold MHK. Another 2 sold out of it this quarter as well. The largest buyer of MHK this quarter was Donald Smith & Co.. The largest sellers were Richard Pzena, Harry Burn and Robert Olstein. Every tracked holder of MHK is on the MHK ownership page.
FAQ
How many MHK shares did Paul Lountzis sell?
Paul Lountzis sold all 8.14K shares of MHK it reported a quarter earlier, worth about $801.4K.
When did Paul Lountzis first buy MHK?
Paul Lountzis first reported MHK in the quarter ended June 30, 2020.
How much of the Paul Lountzis portfolio was MHK?
MHK was 0.29% of the Paul Lountzis portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell MHK in 2026 Q2?
2 other tracked funds sold out of MHK in 2026 Q2 and 2 trimmed it; 4 still hold it.