MLKN β€” HERMAN MILLER INC COM

Ownership history in SUMMIT SECURITIES GROUP LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in HERMAN MILLER INC COM (MLKN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2013 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

SUMMIT SECURITIES GROUP LLC Γ— MLKN AI Analytics

πŸ“‰ SUMMIT SECURITIES GROUP LLC underperformed the S&P 500 by –89.6% annually on this MLKN position. Average cost basis: $18.37. Maximum drawdown during holding period: –25.7%.

πŸ“ˆ Position Alpha vs SPY
-89.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 89.6% ann.
2 quarters analyzed

πŸ’° Entry Quality
$18.37
-5.4% vs current ($17.37)

Best entry: $18.37 (2025 Q1)  Β·  Worst: $18.37 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–25.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MLKN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 479 -3,195 -87.0% 0.00% $8K $17.37
2025 Q1 ADDED 3,674 +3,537 +2581.8% 0.01% $70K $18.37
2024 Q3 REDUCED 137 -363 -72.6% 0.00% $3K $23.39
2013 Q2 INITIATED 500 β€” β€” 0.01% $14K β€”

🏒 Other funds also holding MLKN

As of 2025 Q4 β€” sorted by position size

Forager Capital Management, LLC 3Y 12.93% Front Street Capital Management, Inc. 3Y 7Y 1.83% Rodgers Brothers Inc. 3Y 7Y 0.95% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.89% Mork Capital Management, LLC 3Y 7Y 0.66% Vulcan Value Partners, LLC 3Y 7Y 0.47% SummerHaven Investment Management, LLC 3Y 0.42% Twin Lakes Capital Management, LLC 3Y 0.37% Dynamic Technology Lab Private Ltd 3Y 7Y 0.35% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.19%
← Back to SUMMIT SECURITIES GROUP LLC Holdings