BANK OF MONTREAL /CAN/

Bank

Position in MIDD — MIDDLEBY Corp

CIK 927971 TORONTO, A6

Back to MIDD Full portfolio

Position in MIDD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$60,532,180

-$7,442,268 QoQ

Shares Held

456,571

-0.1% QoQ

Ownership

1.01%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.05994905502101.ToString("F0")% Shared 0.ToString("F0")% None 0.9400509449789848.ToString("F0")%

Common Shares in MIDD Over Time

Shares Held

Position Value (USD)

Derivatives in MIDD

reported options exposure · as of Jun 30, 2025

CallValue

CallShares

PutValue

$48,240,000

PutShares

335,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $2,306,911,552 across 43 Specialty Industrial Machinery names. MIDD ranks #13 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	566,649	$507,286,845
2	GEV	GE Vernova Inc.	463,860	$404,903,390
3	ETN	Eaton Corp plc	496,007	$177,406,817
4	CMI	Cummins Inc	316,935	$170,517,364
5	GNRC	Generac Holdings Inc.	661,322	$129,176,021
6	OTIS	Otis Worldwide Corp	1,546,315	$119,189,956
7	ITW	Illinois Tool Works Inc	417,825	$108,755,663
8	DOV	DOVER Corp	441,130	$91,953,546

All Filings in MIDD

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,532,180	456,571	-0.1%	Shares	Defined	2026-05-13
2025-12-31	$67,974,448	457,217	+0.4%	Shares	Defined	2026-02-12
2025-09-30	$60,544,029	455,458	+36.0%	Shares	Defined	2025-11-13
2025-06-30	$48,240,000	335,000	-72.3%	Put	Defined	2025-08-05
2025-06-30	$174,203,568	1,209,747	+18.7%	Shares	Defined	2025-08-05
2025-03-31	$154,896,493	1,019,190	+482.4%	Shares	Defined	2025-05-13
2025-03-31	$26,596,500	175,000	+775.0%	Put	Defined	2025-05-13
2024-12-31	$2,709,000	20,000	-97.6%	Call	Defined	2025-02-13
2024-12-31	$114,682,665	846,679	+160.5%	Shares	Defined	2025-02-13
2024-12-31	$44,021,250	325,000	-61.1%	Put	Defined	2025-02-13
2024-09-30	$116,267,181	835,673	+317.8%	Shares	Defined	2024-11-13
2024-09-30	$27,826,000	200,000	-70.4%	Put	Defined	2024-11-13
2024-06-30	$82,826,117	675,525	+170.2%	Shares	Defined	2024-08-14
2024-06-30	$30,652,500	250,000	+66.7%	Put	Defined	2024-08-14
2024-06-30	$18,391,500	150,000	-40.0%	Call	Defined	2024-08-14
2024-03-31	$40,197,500	250,000	-64.1%	Put	Defined	2024-05-13
2024-03-31	$111,991,679	696,509	+202.8%	Shares	Defined	2024-05-13
2023-12-31	$33,849,100	230,000	-67.6%	Put	Defined	2024-02-08
2023-12-31	$104,413,139	709,473	+3.7%	Shares	Defined	2024-02-08
2023-09-30	$87,542,400	683,925	+18.6%	Shares	Defined	2023-11-01
2023-06-30	$85,260,210	576,745	+19.4%	Shares	Defined	2023-08-02
2023-03-31	$70,844,001	483,214	+1.9%	Shares	Defined	2024-06-13
2022-12-31	$63,511,313	474,319	+5.1%	Shares	Defined	2023-02-01
2022-09-30	$57,833,121	451,222	-3.0%	Shares	Defined	2022-11-10
2022-06-30	$58,302,551	465,081	+5.6%	Shares	Defined	2022-08-11
2022-03-31	$72,206,387	440,444	+5.3%	Shares	Defined	2022-05-12
2021-12-31	$82,295,457	418,253	-3.1%	Shares	Defined	2022-02-11
2021-09-30	$73,583,759	431,551	-15.3%	Shares	Defined	2021-11-12
2021-06-30	$88,231,267	509,242	+6.0%	Shares	Defined	2021-08-12
2021-03-31	$79,616,849	480,343	-10.7%	Shares	Defined	2021-05-13
2020-12-31	$69,365,403	538,050	-6.8%	Shares	Defined	2021-02-12
2020-09-30	$51,771,998	577,104	+1364.4%	Shares	Defined	2020-11-12
2020-06-30	$3,111,024	39,410	-47.7%	Shares	Defined	2020-08-12
2020-03-31	$4,284,996	75,334	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.