MLKN position history
The shares of Millerknoll (MLKN) that Vulcan Value Partners, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 1,309,028 shares, $49M, 0.26% of portfolio
- 2021 Q4: 4,326,198 shares, $170M, 0.43% of portfolio, Add +230.5%
- 2022 Q1: 1,571,297 shares, $54M, 0.33% of portfolio, Reduce −63.7%
- 2022 Q2: 1,363,346 shares, $36M, 0.35% of portfolio, Reduce −13.2%
- 2022 Q3: 1,738,267 shares, $27M, 0.32% of portfolio, Add +27.5%
- 2022 Q4: 1,226,649 shares, $26M, 0.35% of portfolio, Reduce −29.4%
- 2023 Q1: 1,515,868 shares, $31M, 0.39% of portfolio, Add +23.6%
- 2023 Q2: 1,543,425 shares, $23M, 0.29% of portfolio, Add +1.8%
- 2023 Q3: 1,368,007 shares, $33M, 0.51% of portfolio, Reduce −11.4%
- 2023 Q4: 1,087,257 shares, $29M, 0.43% of portfolio, Reduce −20.5%
- 2024 Q1: 1,272,842 shares, $32M, 0.46% of portfolio, Add +17.1%
- 2024 Q2: 1,164,023 shares, $31M, 0.47% of portfolio, Reduce −8.5%
- 2024 Q3: 1,110,157 shares, $28M, 0.46% of portfolio, Reduce −4.6%
- 2024 Q4: 1,252,093 shares, $28M, 0.47% of portfolio, Add +12.8%
- 2025 Q1: 1,124,156 shares, $22M, 0.41% of portfolio, Reduce −10.2%
- 2025 Q2: 1,120,968 shares, $22M, 0.39% of portfolio, Reduce −0.3%
- 2025 Q3: 1,116,932 shares, $20M, 0.36% of portfolio, Reduce −0.4%
- 2025 Q4: 1,389,715 shares, $26M, 0.47% of portfolio, Add +24.4%
- 2026 Q1: 1,324,609 shares, $19M, 0.51% of portfolio, Reduce −4.7%
- 2026 Q2: 838,151 shares, $17M, 0.52% of portfolio, Reduce −36.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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