Mesirow Institutional Investment Management, Inc.
CIK 1947591 · Voir sur SEC EDGAR ↗
- Valeur du portefeuille
- $1.3B
- Positions
- 131
- Au
- 31 décembre 2024 Données au Q4 2024
#2 047 sur 9 443 par valeur 13F · top 21.7%
- Poids des 10 principales participations
- 15,66%
- Poids des 25 principales participations
- 35,33%
- Positions supérieures à 1%
- 59
- Nombre effectif de positions
- 91,5
Basé uniquement sur les positions longues en actions du 13F (liquidités, obligations, positions courtes non divulguées)
- Nouvelles positions
- 131
- Augmenté
- 0
- Diminué
- 0
- Fermé
- 0
Sur cette page
Répartition sectorielle
Industrials
17,4%
Financials
17,4%
Healthcare
13,5%
Real Estate
9,8%
Energy
6,0%
Retail
5,2%
Technology
4,4%
Consumer Discretionary
3,7%
Materials
3,6%
Consumer products
3,2%
Packaging
2,4%
Utilities
2,3%
Consumer Staples
2,2%
Financial Services
1,4%
Diversified Consumer Services
1,1%
Communications
1,1%
Communication Services
0,0%
Autre/Non mappé
5,4%
Portefeuille complet 131 positions
| Type | Série | Tendance 8 trimestres | |||||
|---|---|---|---|---|---|---|---|
| KD Kyndryl Holdings, Inc. Common Stock | $23 273 794 | 1,79% | 672 653 | Hausse ×1 | |||
| FLR Fluor Corporation Common Stock | $22 289 138 | 1,71% | 451 929 | Hausse ×1 | |||
| MRCY Mercury Systems Inc - Common Stock | $21 034 902 | 1,62% | 500 831 | Hausse ×1 | |||
| ELF e.l.f. Beauty, Inc. Common Stock | $20 077 830 | 1,54% | 159 919 | Hausse ×1 | |||
| PB Prosperity Bancshares, Inc. Common Stock | $19 660 623 | 1,51% | 260 924 | Hausse ×1 | |||
| ALK Alaska Air Group, Inc. Common Stock | $19 648 258 | 1,51% | 303 448 | Hausse ×1 | |||
| KMPR Kemper Corporation | $19 601 727 | 1,51% | 295 029 | Hausse ×1 | |||
| AR Antero Resources Corporation Common Stock | $19 425 902 | 1,49% | 554 234 | Hausse ×1 | |||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $19 416 175 | 1,49% | 176 945 | Hausse ×1 | |||
| BXMT Blackstone Mortgage Trust, Inc. Common Stock | $19 083 275 | 1,47% | 1 096 110 | Hausse ×1 | |||
| FRME First Merchants Corporation - Common Stock | $19 028 049 | 1,46% | 477 013 | Hausse ×1 | |||
| GMED Globus Medical, Inc. Class A Common Stock | $18 549 041 | 1,43% | 224 266 | Hausse ×1 | |||
| ICUI ICU Medical, Inc. - Common Stock | $18 119 356 | 1,39% | 116 771 | Hausse ×1 | |||
| HWC Hancock Whitney Corporation - Common Stock | $17 629 033 | 1,36% | 322 168 | Hausse ×1 | |||
| GTES Gates Industrial Corporation plc Ordinary Shares | $17 537 838 | 1,35% | 852 593 | Hausse ×1 | |||
| SIGI Selective Insurance Group, Inc. - Common Stock | $17 273 425 | 1,33% | 184 703 | Hausse ×1 | |||
| SFNC Simmons First National Corporation - Common Stock | $17 181 049 | 1,32% | 774 619 | Hausse ×1 | |||
| COLB Columbia Banking System, Inc. - Common Stock | $16 999 716 | 1,31% | 629 386 | Hausse ×1 | |||
| FHN First Horizon Corporation Common Stock | $16 813 819 | 1,29% | 834 847 | Hausse ×1 | |||
| KTB Kontoor Brands, Inc. Common Stock | $16 597 298 | 1,28% | 194 325 | Hausse ×1 | |||
| SAM Boston Beer Company, Inc. (The) Common Stock | $16 331 211 | 1,26% | 54 441 | Hausse ×1 | |||
| FIBK First Interstate BancSystem, Inc. - Common Stock | $16 133 986 | 1,24% | 496 889 | Hausse ×1 | |||
| XHR Xenia Hotels & Resorts, Inc. Common Stock | $15 982 153 | 1,23% | 1 075 515 | Hausse ×1 | |||
| VBTX Veritex Holdings, Inc. - Common Stock | $15 827 626 | 1,22% | 582 755 | Hausse ×1 | |||
| ENOV Enovis Corporation Common Stock | $15 782 495 | 1,21% | 359 674 | Hausse ×1 | |||
| RMBS Rambus, Inc. - Common Stock | $15 761 478 | 1,21% | 298 174 | Hausse ×1 | |||
| UCB United Community Banks, Inc. Common Stock | $15 734 130 | 1,21% | 486 974 | Hausse ×1 | |||
| FWRG First Watch Restaurant Group, Inc. - Common Stock | $15 505 629 | 1,19% | 833 188 | Hausse ×1 | |||
| CPRX Catalyst Pharmaceuticals, Inc. - Common Stock | $15 491 697 | 1,19% | 742 295 | Hausse ×1 | |||
| ITT ITT Inc. Common Stock | $15 053 551 | 1,16% | 105 358 | Hausse ×1 | |||
| RH RH Common Stock | $15 046 946 | 1,16% | 38 230 | Hausse ×1 | |||
| NTST NetSTREIT Corp. Common Stock | $14 996 326 | 1,15% | 1 059 811 | Hausse ×1 | |||
| SNV | $14 990 666 | 1,15% | 292 615 | Hausse ×1 | |||
| HLIO Helios Technologies, Inc. Common Stock | $14 853 023 | 1,14% | 332 729 | Hausse ×1 | |||
| HL Hecla Mining Company Common Stock | $14 730 653 | 1,13% | 3 000 133 | Hausse ×1 | |||
| TCBI Texas Capital Bancshares, Inc. - Common Stock | $14 572 257 | 1,12% | 186 346 | Hausse ×1 | |||
| HALO Halozyme Therapeutics, Inc. - Common Stock | $14 445 696 | 1,11% | 302 148 | Hausse ×1 | |||
| SGRY Surgery Partners, Inc. - Common Stock | $14 341 913 | 1,10% | 677 464 | Hausse ×1 | |||
| MWA MUELLER WATER PRODUCTS Common Stock | $14 281 403 | 1,10% | 634 729 | Hausse ×1 | |||
| AXTA Axalta Coating Systems Ltd. Common Shares | $14 188 810 | 1,09% | 414 635 | Hausse ×1 | |||
| WNS | $14 180 557 | 1,09% | 299 231 | Hausse ×1 | |||
| KRG Kite Realty Group Trust Common Stock | $14 180 387 | 1,09% | 561 822 | Hausse ×1 | |||
| AMPH Amphastar Pharmaceuticals, Inc. - Common Stock | $14 123 844 | 1,09% | 380 389 | Hausse ×1 | |||
| W Wayfair Inc. Class A Common Stock | $13 939 305 | 1,07% | 314 515 | Hausse ×1 | |||
| ALGT Allegiant Travel Company - Common Stock | $13 830 369 | 1,06% | 146 944 | Hausse ×1 | |||
| MTDR Matador Resources Company Common Stock | $13 825 895 | 1,06% | 245 750 | Hausse ×1 | |||
| PEGA Pegasystems Inc. - Common Stock | $13 801 149 | 1,06% | 148 081 | Hausse ×1 | |||
| IRT Independence Realty Trust, Inc. Common Stock | $13 795 347 | 1,06% | 695 330 | Hausse ×1 | |||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $13 783 664 | 1,06% | 108 473 | Hausse ×1 | |||
| LNTH Lantheus Holdings, Inc. - Common Stock | $13 758 680 | 1,06% | 153 797 | Hausse ×1 | |||
| BFAM Bright Horizons Family Solutions Inc. Common Stock | $13 732 985 | 1,06% | 123 888 | Hausse ×1 | |||
| ACVA ACV Auctions Inc. Class A Common Stock | $13 548 730 | 1,04% | 627 256 | Hausse ×1 | |||
| HAYW Hayward Holdings, Inc. Common Stock | $13 449 420 | 1,03% | 879 622 | Hausse ×1 | |||
| CALX Calix, Inc Common Stock | $13 436 213 | 1,03% | 385 323 | Hausse ×1 | |||
| ADMA ADMA Biologics Inc - Common Stock | $13 419 035 | 1,03% | 782 451 | Hausse ×1 | |||
| DX Dynex Capital, Inc. Common Stock | $13 408 696 | 1,03% | 1 059 976 | Hausse ×1 | |||
| KFY Korn Ferry Common Stock | $13 380 933 | 1,03% | 198 383 | Hausse ×1 | |||
| EPAC Enerpac Tool Group Corp. Common Stock | $13 311 886 | 1,02% | 323 969 | Hausse ×1 | |||
| AHH | $13 243 543 | 1,02% | 1 294 579 | Hausse ×1 | |||
| BCO Brinks Company (The) Common Stock | $12 827 030 | 0,99% | 138 267 | Hausse ×1 | |||
| FTI TechnipFMC plc Ordinary Share | $12 791 191 | 0,98% | 441 990 | Hausse ×1 | |||
| OCFC OceanFirst Financial Corp. - Common Stock | $12 629 963 | 0,97% | 697 788 | Hausse ×1 | |||
| ATR AptarGroup, Inc. Common Stock | $12 594 550 | 0,97% | 80 169 | Hausse ×1 | |||
| NWN Northwest Natural Holding Company Common Stock | $11 926 944 | 0,92% | 301 490 | Hausse ×1 | |||
| TROX Tronox Holdings plc Ordinary Shares (UK) | $11 867 253 | 0,91% | 1 178 476 | Hausse ×1 | |||
| DAR Darling Ingredients Inc. Common Stock | $11 844 461 | 0,91% | 351 572 | Hausse ×1 | |||
| AESI Atlas Energy Solutions Inc. Common Stock | $11 507 827 | 0,89% | 518 838 | Hausse ×1 | |||
| STAG Stag Industrial, Inc. Common Stock | $11 273 559 | 0,87% | 333 340 | Hausse ×1 | |||
| MMSI Merit Medical Systems, Inc. - Common Stock | $10 971 723 | 0,84% | 113 438 | Hausse ×1 | |||
| PIPR Piper Sandler Companies Common Stock | $10 905 582 | 0,84% | 36 358 | Hausse ×1 | |||
| OI O-I Glass, Inc. Common Stock | $10 884 834 | 0,84% | 1 004 136 | Hausse ×1 | |||
| ALKS Alkermes plc - Ordinary Shares | $10 838 695 | 0,83% | 376 867 | Hausse ×1 | |||
| SSBXXXX | $10 830 089 | 0,83% | 108 867 | Hausse ×1 | |||
| PLYM | $10 432 883 | 0,80% | 586 117 | Hausse ×1 | |||
| MTH Meritage Homes Corporation Common Stock | $10 360 238 | 0,80% | 67 353 | Hausse ×1 | |||
| LEVI Levi Strauss & Co Class A Common Stock | $10 297 220 | 0,79% | 595 215 | Hausse ×1 | |||
| NSA National Storage Affiliates Trust Common Shares of Beneficial Interest | $10 190 549 | 0,78% | 268 809 | Hausse ×1 | |||
| POR Portland General Electric Co Common Stock | $10 172 359 | 0,78% | 233 204 | Hausse ×1 | |||
| EVH Evolent Health, Inc Class A Common Stock | $7 896 679 | 0,61% | 701 927 | Hausse ×1 | |||
| PTEN Patterson-UTI Energy, Inc. - Common Stock | $7 847 826 | 0,60% | 950 100 | Hausse ×1 | |||
| IPAR Interparfums, Inc. - Common Stock | $7 781 447 | 0,60% | 59 170 | Hausse ×1 | |||
| ASPN Aspen Aerogels, Inc. Common Stock | $5 804 509 | 0,45% | 488 595 | Hausse ×1 | |||
| EGP EastGroup Properties, Inc. Common Stock | $4 404 969 | 0,34% | 27 447 | Hausse ×1 | |||
| CG The Carlyle Group Inc. - Common Stock | $4 128 618 | 0,32% | 81 771 | Hausse ×1 | |||
| CFG Citizens Financial Group, Inc. Common Stock | $3 943 782 | 0,30% | 90 123 | Hausse ×1 | |||
| EQT EQT Corporation Common Stock | $3 922 117 | 0,30% | 85 060 | Hausse ×1 | |||
| PR Permian Resources Corporation Class A Common Stock | $3 854 832 | 0,30% | 268 069 | Hausse ×1 | |||
| AAL American Airlines Group, Inc. - Common Stock | $3 844 953 | 0,30% | 220 594 | Hausse ×1 | |||
| SW Smurfit WestRock plc Ordinary Shares | $3 811 888 | 0,29% | 70 774 | Hausse ×1 | |||
| UDR UDR, Inc. Common Stock | $3 718 978 | 0,29% | 85 671 | Hausse ×1 | |||
| IP International Paper Company Common Stock | $3 649 642 | 0,28% | 67 812 | Hausse ×1 | |||
| CUBE CubeSmart Common Shares | $3 445 997 | 0,27% | 80 420 | Hausse ×1 | |||
| BRKR Bruker Corporation - Common Stock | $3 439 294 | 0,26% | 58 671 | Hausse ×1 | |||
| AVTR Avantor, Inc. Common Stock | $3 324 762 | 0,26% | 157 796 | Hausse ×1 | |||
| ENTG Entegris, Inc. - Common Stock | $3 317 321 | 0,26% | 33 488 | Hausse ×1 | |||
| CMS CMS Energy Corporation Common Stock | $3 252 253 | 0,25% | 48 796 | Hausse ×1 | |||
| NI NiSource Inc Common Stock | $3 106 588 | 0,24% | 84 510 | Hausse ×1 | |||
| ALLY Ally Financial Inc. Common Stock | $3 045 690 | 0,23% | 84 579 | Hausse ×1 | |||
| PNR Pentair plc. Ordinary Share | $3 014 571 | 0,23% | 29 954 | Hausse ×1 | |||
| XPO XPO, Inc. Common Stock | $3 000 712 | 0,23% | 22 880 | Hausse ×1 | |||
| Aucune correspondance | |||||||
Plus gros nouveaux paris
Nouvelles positions ouvertes ce trimestre, par ordre décroissant.
| Titre | Valeur | Actions | % du portefeuille |
|---|---|---|---|
| KD | $23 273 794 | 672 653 | 1,79% |
| FLR | $22 289 138 | 451 929 | 1,71% |
| MRCY | $21 034 902 | 500 831 | 1,62% |
| ELF | $20 077 830 | 159 919 | 1,54% |
| PB | $19 660 623 | 260 924 | 1,51% |
| ALK | $19 648 258 | 303 448 | 1,51% |
| KMPR | $19 601 727 | 295 029 | 1,51% |
| AR | $19 425 902 | 554 234 | 1,49% |
| OLLI | $19 416 175 | 176 945 | 1,49% |
| BXMT | $19 083 275 | 1 096 110 | 1,47% |
| FRME | $19 028 049 | 477 013 | 1,46% |
| GMED | $18 549 041 | 224 266 | 1,43% |
| ICUI | $18 119 356 | 116 771 | 1,39% |
| HWC | $17 629 033 | 322 168 | 1,36% |
| GTES | $17 537 838 | 852 593 | 1,35% |