Mohawk Industries Inc (MHK) Quarterly Institutional 13F Update (Q2 2026)

MHK ranks #1179 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MHK is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

MHK is a top-conviction position for Paradice Investment Management LLC — at 6.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MHK belongs to BlackRock, Inc., but the position matters far more to Paradice Investment Management LLC, who has 6.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its MHK position for two straight quarters, increasing it by $283.7M to reach $483.7M today.

JPMorgan has trimmed its MHK position for two straight quarters, cutting it by $112.4M while still holding $176.6M.

MHK is down 1.2% today, but institutions show net buying of $1.0B this quarter — a divergence between today's price move and the underlying institutional flow.

MHK posted net income of $464.0M over the trailing twelve months, and currently trades at a P/E of 17.8.

• Profitable — net income of $464.0M over the trailing twelve months
• Revenue grew 4.6% year over year
• Net income declined year over year, from $471.3M to $464.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 2.19x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.63x equity — within a conventional range