John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Mohawk Industries, Inc. (MHK)
← All MHK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,744,678 1.92 Add 1.67% 0.03 $94.97–139.11 · VW $114.49i $171,780,996 SEC
2025   Q4 1,716,027 2.03 Add 1.12% 0.02 $102.78–132.24 · VW $113.44i $187,561,751 SEC
2025   Q3 1,697,103 2.34 Reduce 1.13% 0.02 $104.19–143.13 · VW $123.36i $218,790,519 SEC
2025   Q2 1,716,569 2.05 Reduce 1.55% 0.04 $96.24–117.29 · VW $104.78i $179,965,093 SEC
2025   Q1 1,743,574 2.35 Add 3.40% 0.08 $109.76–132.15 · VW $119.15i $199,081,279 SEC
2024   Q4 1,686,183 2.17 Reduce 1.07% 0.03 $115.82–164.29 · VW $136.24i $200,874,981 SEC
2024   Q3 1,704,501 2.84 Reduce 6.17% 0.14 $107.88–164.06 · VW $150.00i $273,879,221 SEC
2024   Q2 1,816,676 2.27 Reduce 2.89% 0.07 $104.88–130.81 · VW $117.26i $206,356,227 SEC
2024   Q1 1,870,760 2.45 Reduce 12.93% 0.29 $96.28–131.19 · VW $112.90i $244,863,776 SEC
2023   Q4 2,148,476 2.26 Add 4.34% 0.09 $76.02–109.82 · VW $88.78i $222,367,267 SEC
2023   Q3 2,059,100 1.90 Add 3.94% 0.07 $83.12–118.32 · VW $100.28i $176,691,370 SEC
2023   Q2 1,981,126 1.96 Add 0.62% 0.01 $90.99–107.12 · VW $99.29i $204,372,958 SEC
2023   Q1 1,968,868 1.92 Add 0.30% <0.01 $92.68–130.63 · VW $108.99i $197,319,951 SEC
2022   Q4 1,962,904 2.04 Add 0.17% <0.01 $87.02–110.39 · VW $98.96i $200,648,046 SEC
2022   Q3 1,959,598 1.96 Add 7.46% 0.14 $88.85–137.41 · VW $113.01i $178,696,000 SEC
2022   Q2 1,823,523 2.26 Add 5.81% 0.12 $114.96–159.00 · VW $137.01i $226,281,000 SEC
2022   Q1 1,723,343 1.90 Add 26.79% 0.40 $121.04–192.00 · VW $143.06i $214,040,000 SEC
2021   Q4 1,359,258 2.09 Add 3.23% 0.07 $162.63–199.37 · VW $177.32i $247,629,000 SEC
2021   Q3 1,316,698 2.14 Add 4.70% 0.10 $175.95–211.75 · VW $191.61i $233,582,000 SEC
2021   Q2 1,257,568 2.27 Add 0.08% <0.01 $178.29–231.80 · VW $203.36i $241,692,000 SEC
2021   Q1 1,256,599 2.38 Add 2.96% 0.07 $134.09–197.36 · VW $168.73i $241,657,000 SEC
2020   Q4 1,220,516 1.94 Add 8.20% 0.15 $90.98–142.84 · VW $120.54i $172,032,000 SEC
2020   Q3 1,128,058 1.60 Add 41.27% 0.47 $67.79–103.82 · VW $87.19i $110,087,000 SEC
2020   Q2 798,497 1.24 Add 1.63% 0.02 $60.05–116.96 · VW $90.74i $81,255,000 SEC
2020   Q1 785,656 1.05 Add 18.55% 0.16 $56.62–144.37 · VW $109.75i $59,898,000 SEC
2019   Q4 662,711 1.13 Add 0.73% <0.01 $117.52–153.05 · VW $138.45i $90,381,000 SEC
2019   Q3 657,921 1.10 Reduce 0.00% $108.93–156.60 · VW $125.53i $81,628,000 SEC
2019   Q2 657,923 1.23 Add 16.35% 0.17 $118.25–153.54 · VW $137.44i $97,024,000 SEC
2019   Q1 565,448 0.89 Add 9.08% 0.07 $114.36–143.97 · VW $129.84i $71,331,000 SEC
2018   Q4 518,358 0.85 Add 113.12% 0.45 $109.35–176.74 · VW $130.72i $60,627,000 SEC
2018   Q3 243,219 0.48 Add 11.71% 0.05 $173.82–228.49 · VW $190.94i $42,648,000 SEC
2018   Q2 217,719 0.54 Add 1.89% 0.01 $202.75–247.13 · VW $214.10i $46,651,000 SEC
2018   Q1 213,672 0.58 Reduce 0.27% <0.01 $226.62–282.21 · VW $254.26i $49,619,000 SEC
2017   Q4 214,260 0.68 Reduce 0.33% <0.01 $247.51–286.85 · VW $269.29i $59,114,000 SEC
2017   Q3 214,967 0.64 Reduce 11.38% 0.08 $236.48–259.91 · VW $248.81i $53,206,000 SEC
2017   Q2 242,581 0.71 Reduce 4.84% 0.03 $226.57–248.24 · VW $237.01i $58,629,000 SEC
2017   Q1 254,923 0.72 Reduce 7.14% 0.05 $199.90–233.70 · VW $220.24i $58,502,000 SEC
2016   Q4 274,530 0.68 Reduce 0.41% <0.01 $175.52–205.91 · VW $193.36i $54,818,000 SEC
2016   Q3 275,647 0.70 Reduce 13.80% 0.11 $183.90–216.58 · VW $205.90i $55,223,000 SEC
2016   Q2 319,793 0.80 Reduce 16.52% 0.15 $177.34–201.78 · VW $192.97i $60,684,000 SEC
2016   Q1 383,089 0.92 Add 2.94% 0.03 $148.56–193.59 · VW $175.17i $73,132,000 SEC
2015   Q4 372,132 0.88 Reduce 0.10% <0.01 $180.00–201.88 · VW $191.35i $70,478,000 SEC
2015   Q3 372,493 0.89 Reduce 14.39% 0.14 $174.49–212.16 · VW $194.34i $67,716,000 SEC
2015   Q2 435,092 1.00 Reduce 2.34% 0.02 $172.97–195.30 · VW $183.71i $83,059,000 SEC
2015   Q1 445,522 1.02 Reduce 0.10% <0.01 $151.15–188.29 · VW $173.34i $82,756,000 SEC
2014   Q4 445,987 0.88 Add 0.45% <0.01 $120.37–158.58 · VW $144.85i $69,289,000 SEC
2014   Q3 443,985 0.85 Reduce 0.31% <0.01 $123.81–149.84 · VW $135.89i $59,858,000 SEC
2014   Q2 445,382 0.84 Reduce 11.55% 0.11 $128.54–143.50 · VW $135.30i $61,614,000 SEC
2014   Q1 503,532 0.93 Reduce 11.37% 0.13 $132.87–155.48 · VW $141.85i $68,470,000 SEC
2013   Q4 568,152 1.17 Reduce 0.52% <0.01 $119.59–149.01 · VW $137.05i $84,598,000 SEC
2013   Q3 571,146 1.24 Reduce 0.93% 0.01 $108.89–134.75 · VW $121.88i $74,392,000 SEC
2013   Q2 576,501 1.23 Reduce 3.36% 0.04 $103.74–120.70 · VW $111.84i $64,851,000 SEC
2013   Q1 596,566 1.33 Reduce 4.14% 0.06 $91.30–115.32 · VW $105.28i $67,484,000 SEC
2012   Q4 622,361 1.34 Reduce 49.62% 1.22 $77.67–93.95 · VW $85.70i $56,305,000 SEC
2012   Q3 1,235,213 2.45 Reduce 30.76% 0.99 $64.22–82.76 · VW $72.27i $98,842,000 SEC
2012   Q2 1,783,867 3.22 Reduce 19.43% 0.69 $60.21–75.44 · VW $67.85i $124,567,000 SEC
2012   Q1 2,213,952 3.56 Reduce 5.96% 0.23 $57.62–68.16 · VW $63.52i $147,250,000 SEC
2011   Q4 2,354,227 3.80 Reduce 9.31% 0.32 $40.19–61.30 · VW $53.17i $140,901,000 SEC
2011   Q3 2,595,907 3.49 Reduce 10.68% 0.41 $39.93–61.69 · VW $48.97i $111,391,000 SEC
2011   Q2 2,906,367 3.83 Reduce 1.53% 0.07 $57.43–68.86 · VW $62.58i $174,353,000 SEC
2011   Q1 2,951,507 4.65 Reduce 2.23% 0.09 $54.42–61.22 · VW $57.90i $180,484,654,000 SEC
2010   Q4 3,018,917 3.95 Reduce 1.17% 0.05 $51.55–61.28 · VW $55.92i $171,353,729,000 SEC
2010   Q3 3,054,507 4.07 Add 7.70% 0.29 $42.61–54.94 · VW $48.25i $162,805,223,000 SEC
2010   Q2 2,836,015 3.44 Add 2.95% 0.10 $45.64–66.93 · VW $56.42i $129,776,046,000 SEC
2010   Q1 2,754,785 3.34 Add 16.03% 0.46 $41.33–55.52 · VW $48.72i $149,805,209,000 SEC
2009   Q4 2,374,270 2.69 Add 207.52% 1.82 $39.84–50.49 · VW $44.40i $113,015,252,000 SEC
2009   Q3 772,070 1.10 Add 64.36% 0.43 $31.40–53.71 · VW $47.59i $36,820,244,000 SEC
2009   Q2 469,752 0.53 Add 4.22% 0.02 $29.01–51.88 · VW $41.23i $16,760,751,000 SEC
2009   Q1 450,732 0.49 Reduce 43.18% 0.41 $16.97–46.05 · VW $29.32i $13,463,364,000 SEC
2008   Q4 793,202 0.96 Add 0.51% <0.01 $23.91–67.38 · VW $41.41i $34,083,891,000 SEC
2008   Q3 789,173 0.91 Add 919.74% 0.82 $56.55–75.26 · VW $65.21i $53,182,369,000 SEC
2008   Q2 77,390 2.07 Reduce 97.92% 3.49 $63.50–80.29 · VW $72.83i $153,893,137,000 SEC
2008   Q1 3,713,972 3.57 Reduce 10.22% 0.36 $63.00–83.09 · VW $73.88i $265,957,891,000 SEC
2007   Q4 4,136,923 3.48 Reduce 10.38% 0.41 $73.40–87.44 · VW $80.66i $307,786,996,000 SEC
2007   Q3 4,616,108 3.94 Reduce 16.44% 0.74 $80.32–103.73 · VW $88.92i $375,288,940,000 SEC
2007   Q1 5,524,028 4.52 Reduce 0.50% 0.02 $75.15–94.35 · VW $84.86i $453,246,646,000 SEC
2006   Q4 5,551,970 3.86 Add 5.11% 0.19 $70.00–79.64 · VW $75.05i $415,620,487,000 SEC
2006   Q3 5,282,046 3.56 Add 16.77% 0.51 $62.80–77.18 · VW $70.31i $393,247,797,000 SEC
2006   Q2 4,523,592 2.38 Add 26.21% 0.49 $69.47–81.50 · VW $75.34i $318,235,089,000 SEC
2006   Q1 3,584,099 2.08 Reduce 6.53% 0.15 $80.05–90.88 · VW $84.66i $289,308,000 SEC
2005   Q4 3,834,506 2.37 Add 16.82% 0.34 $74.55–89.71 · VW $82.37i $333,525,000 SEC
2005   Q3 3,282,349 1.77 Reduce 2.79% 0.05 $76.19–92.45 · VW $84.53i $263,409,000 SEC
2005   Q2 3,376,662 1.90 Add 15.24% 0.25 $76.54–89.00 · VW $81.41i $278,574,000 SEC
2005   Q1 2,929,995 1.68 Add 13.74% 0.20 $82.15–94.72 · VW $88.24i $246,999,000 SEC
2004   Q4 2,576,133 1.52 Add 5.54% 0.08 $74.05–92.44 · VW $85.06i $235,072,000 SEC
2004   Q3 2,440,835 1.42 Buy 1.42 $69.07–81.60 · VW $75.08i $193,777,000 SEC
Price snapshot:
Current price$107.66
Avg. buy price$4,724.30
+/- since buy-97.72%
52-week low$92.99
52-week high$143.13