SummerHaven Investment Management, LLC

CIK

1846436

City

STAMFORD

State / Country

CT

Stock

MLKN — Millerknoll, Inc.

Top Portfolio Positions

191 positions · $161,320,191 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CENX	Century Aluminum Co Basic Materials	41,364	$2,427,653	1.50%
TCMD	Tactile Systems Technology Inc Healthcare	78,647	$2,055,046	1.27%
LBRT	Liberty Energy Inc. Energy	64,814	$1,866,643	1.16%
VSXY	Victoria's Secret & Co. Consumer Cyclical	39,656	$1,838,452	1.14%
PUMP	ProPetro Holding Corp. Energy	123,309	$1,776,882	1.10%
APA	APA Corp Energy	39,214	$1,664,242	1.03%
AMKR	Amkor Technology, Inc. Technology	36,418	$1,639,902	1.02%
PLAB	Photronics Inc Technology	39,835	$1,609,732	1.00%
DAN	DANA Inc Consumer Cyclical	45,914	$1,545,006	0.96%
SEB	Seaboard Corp /De/ Industrials	264	$1,492,661	0.93%

Portfolio Trend

22 quarters · across all stocks

Holdings in MLKN

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$495,833	34,290	-14.7%	Shares	Sole	2026-04-24
2025-12-31	$735,111	40,214	0.0%	Shares	Sole	2026-02-03
2025-09-30	$713,396	40,214	-10.2%	Shares	Sole	2025-11-03
2024-06-30	$1,186,195	44,779	+1.3%	Shares	Sole	2024-07-23
2024-03-31	$1,094,367	44,199	+0.8%	Shares	Sole	2024-04-16
2023-12-31	$1,169,331	43,828	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$1,062,254	43,446	+121.5%	Shares	Sole	2023-10-13
2022-06-30	$515,364	19,618	0.0%	Shares	Sole	2022-07-19
2022-03-31	$677,998	19,618	+4.5%	Shares	Sole	2022-05-04
2021-12-31	$735,478	18,767	0.0%	Shares	Sole	2022-01-26
2021-09-30	$706,765	18,767	-7.9%	Shares	Sole	2021-10-20
2021-06-30	$960,336	20,372	+2.5%	Shares	Sole	2021-07-28
2021-03-31	$817,732	19,872	0.0%	Shares	Sole	2021-05-11
2020-12-31	$671,673	19,872	—	Shares	Sole	2021-02-17
No 13F history on record for this holder in this stock.