Mesirow Institutional Investment Management, Inc.

CIK 1947591 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$1.3B
13F değerine göre 9.443 içinde 2.047. · en iyi 21.7%
Pozisyonlar
131
Tarih itibarıyla
31 Aralık 2024 Q4 2024 itibarıyla veriler
En iyi 10 pozisyon ağırlığı
15,66%
En iyi 25 pozisyon ağırlığı
35,33%
%1'in üzerindeki pozisyonlar
59
Etkin pozisyon sayısı
91,5

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Yeni pozisyonlar
131
Artırıldı
0
Azaldı
0
Kapalı
0
Bu sayfada

Sektör dağılımı

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%
Diğer/Eşleştirilemeyen
5,4%

Tam portföy 131 pozisyonlar

Tür Seri 8 Çeyrek Trendi
KD Kyndryl Holdings, Inc. Common Stock $23.273.794 1,79% 672.653 Yukarı ×1
FLR Fluor Corporation Common Stock $22.289.138 1,71% 451.929 Yukarı ×1
MRCY Mercury Systems Inc - Common Stock $21.034.902 1,62% 500.831 Yukarı ×1
ELF e.l.f. Beauty, Inc. Common Stock $20.077.830 1,54% 159.919 Yukarı ×1
PB Prosperity Bancshares, Inc. Common Stock $19.660.623 1,51% 260.924 Yukarı ×1
ALK Alaska Air Group, Inc. Common Stock $19.648.258 1,51% 303.448 Yukarı ×1
KMPR Kemper Corporation $19.601.727 1,51% 295.029 Yukarı ×1
AR Antero Resources Corporation Common Stock $19.425.902 1,49% 554.234 Yukarı ×1
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock $19.416.175 1,49% 176.945 Yukarı ×1
BXMT Blackstone Mortgage Trust, Inc. Common Stock $19.083.275 1,47% 1.096.110 Yukarı ×1
FRME First Merchants Corporation - Common Stock $19.028.049 1,46% 477.013 Yukarı ×1
GMED Globus Medical, Inc. Class A Common Stock $18.549.041 1,43% 224.266 Yukarı ×1
ICUI ICU Medical, Inc. - Common Stock $18.119.356 1,39% 116.771 Yukarı ×1
HWC Hancock Whitney Corporation - Common Stock $17.629.033 1,36% 322.168 Yukarı ×1
GTES Gates Industrial Corporation plc Ordinary Shares $17.537.838 1,35% 852.593 Yukarı ×1
SIGI Selective Insurance Group, Inc. - Common Stock $17.273.425 1,33% 184.703 Yukarı ×1
SFNC Simmons First National Corporation - Common Stock $17.181.049 1,32% 774.619 Yukarı ×1
COLB Columbia Banking System, Inc. - Common Stock $16.999.716 1,31% 629.386 Yukarı ×1
FHN First Horizon Corporation Common Stock $16.813.819 1,29% 834.847 Yukarı ×1
KTB Kontoor Brands, Inc. Common Stock $16.597.298 1,28% 194.325 Yukarı ×1
SAM Boston Beer Company, Inc. (The) Common Stock $16.331.211 1,26% 54.441 Yukarı ×1
FIBK First Interstate BancSystem, Inc. - Common Stock $16.133.986 1,24% 496.889 Yukarı ×1
XHR Xenia Hotels & Resorts, Inc. Common Stock $15.982.153 1,23% 1.075.515 Yukarı ×1
VBTX Veritex Holdings, Inc. - Common Stock $15.827.626 1,22% 582.755 Yukarı ×1
ENOV Enovis Corporation Common Stock $15.782.495 1,21% 359.674 Yukarı ×1
RMBS Rambus, Inc. - Common Stock $15.761.478 1,21% 298.174 Yukarı ×1
UCB United Community Banks, Inc. Common Stock $15.734.130 1,21% 486.974 Yukarı ×1
FWRG First Watch Restaurant Group, Inc. - Common Stock $15.505.629 1,19% 833.188 Yukarı ×1
CPRX Catalyst Pharmaceuticals, Inc. - Common Stock $15.491.697 1,19% 742.295 Yukarı ×1
ITT ITT Inc. Common Stock $15.053.551 1,16% 105.358 Yukarı ×1
RH RH Common Stock $15.046.946 1,16% 38.230 Yukarı ×1
NTST NetSTREIT Corp. Common Stock $14.996.326 1,15% 1.059.811 Yukarı ×1
SNV $14.990.666 1,15% 292.615 Yukarı ×1
HLIO Helios Technologies, Inc. Common Stock $14.853.023 1,14% 332.729 Yukarı ×1
HL Hecla Mining Company Common Stock $14.730.653 1,13% 3.000.133 Yukarı ×1
TCBI Texas Capital Bancshares, Inc. - Common Stock $14.572.257 1,12% 186.346 Yukarı ×1
HALO Halozyme Therapeutics, Inc. - Common Stock $14.445.696 1,11% 302.148 Yukarı ×1
SGRY Surgery Partners, Inc. - Common Stock $14.341.913 1,10% 677.464 Yukarı ×1
MWA MUELLER WATER PRODUCTS Common Stock $14.281.403 1,10% 634.729 Yukarı ×1
AXTA Axalta Coating Systems Ltd. Common Shares $14.188.810 1,09% 414.635 Yukarı ×1
WNS $14.180.557 1,09% 299.231 Yukarı ×1
KRG Kite Realty Group Trust Common Stock $14.180.387 1,09% 561.822 Yukarı ×1
AMPH Amphastar Pharmaceuticals, Inc. - Common Stock $14.123.844 1,09% 380.389 Yukarı ×1
W Wayfair Inc. Class A Common Stock $13.939.305 1,07% 314.515 Yukarı ×1
ALGT Allegiant Travel Company - Common Stock $13.830.369 1,06% 146.944 Yukarı ×1
MTDR Matador Resources Company Common Stock $13.825.895 1,06% 245.750 Yukarı ×1
PEGA Pegasystems Inc. - Common Stock $13.801.149 1,06% 148.081 Yukarı ×1
IRT Independence Realty Trust, Inc. Common Stock $13.795.347 1,06% 695.330 Yukarı ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $13.783.664 1,06% 108.473 Yukarı ×1
LNTH Lantheus Holdings, Inc. - Common Stock $13.758.680 1,06% 153.797 Yukarı ×1
BFAM Bright Horizons Family Solutions Inc. Common Stock $13.732.985 1,06% 123.888 Yukarı ×1
ACVA ACV Auctions Inc. Class A Common Stock $13.548.730 1,04% 627.256 Yukarı ×1
HAYW Hayward Holdings, Inc. Common Stock $13.449.420 1,03% 879.622 Yukarı ×1
CALX Calix, Inc Common Stock $13.436.213 1,03% 385.323 Yukarı ×1
ADMA ADMA Biologics Inc - Common Stock $13.419.035 1,03% 782.451 Yukarı ×1
DX Dynex Capital, Inc. Common Stock $13.408.696 1,03% 1.059.976 Yukarı ×1
KFY Korn Ferry Common Stock $13.380.933 1,03% 198.383 Yukarı ×1
EPAC Enerpac Tool Group Corp. Common Stock $13.311.886 1,02% 323.969 Yukarı ×1
AHH $13.243.543 1,02% 1.294.579 Yukarı ×1
BCO Brinks Company (The) Common Stock $12.827.030 0,99% 138.267 Yukarı ×1
FTI TechnipFMC plc Ordinary Share $12.791.191 0,98% 441.990 Yukarı ×1
OCFC OceanFirst Financial Corp. - Common Stock $12.629.963 0,97% 697.788 Yukarı ×1
ATR AptarGroup, Inc. Common Stock $12.594.550 0,97% 80.169 Yukarı ×1
NWN Northwest Natural Holding Company Common Stock $11.926.944 0,92% 301.490 Yukarı ×1
TROX Tronox Holdings plc Ordinary Shares (UK) $11.867.253 0,91% 1.178.476 Yukarı ×1
DAR Darling Ingredients Inc. Common Stock $11.844.461 0,91% 351.572 Yukarı ×1
AESI Atlas Energy Solutions Inc. Common Stock $11.507.827 0,89% 518.838 Yukarı ×1
STAG Stag Industrial, Inc. Common Stock $11.273.559 0,87% 333.340 Yukarı ×1
MMSI Merit Medical Systems, Inc. - Common Stock $10.971.723 0,84% 113.438 Yukarı ×1
PIPR Piper Sandler Companies Common Stock $10.905.582 0,84% 36.358 Yukarı ×1
OI O-I Glass, Inc. Common Stock $10.884.834 0,84% 1.004.136 Yukarı ×1
ALKS Alkermes plc - Ordinary Shares $10.838.695 0,83% 376.867 Yukarı ×1
SSBXXXX $10.830.089 0,83% 108.867 Yukarı ×1
PLYM $10.432.883 0,80% 586.117 Yukarı ×1
MTH Meritage Homes Corporation Common Stock $10.360.238 0,80% 67.353 Yukarı ×1
LEVI Levi Strauss & Co Class A Common Stock $10.297.220 0,79% 595.215 Yukarı ×1
NSA National Storage Affiliates Trust Common Shares of Beneficial Interest $10.190.549 0,78% 268.809 Yukarı ×1
POR Portland General Electric Co Common Stock $10.172.359 0,78% 233.204 Yukarı ×1
EVH Evolent Health, Inc Class A Common Stock $7.896.679 0,61% 701.927 Yukarı ×1
PTEN Patterson-UTI Energy, Inc. - Common Stock $7.847.826 0,60% 950.100 Yukarı ×1
IPAR Interparfums, Inc. - Common Stock $7.781.447 0,60% 59.170 Yukarı ×1
ASPN Aspen Aerogels, Inc. Common Stock $5.804.509 0,45% 488.595 Yukarı ×1
EGP EastGroup Properties, Inc. Common Stock $4.404.969 0,34% 27.447 Yukarı ×1
CG The Carlyle Group Inc. - Common Stock $4.128.618 0,32% 81.771 Yukarı ×1
CFG Citizens Financial Group, Inc. Common Stock $3.943.782 0,30% 90.123 Yukarı ×1
EQT EQT Corporation Common Stock $3.922.117 0,30% 85.060 Yukarı ×1
PR Permian Resources Corporation Class A Common Stock $3.854.832 0,30% 268.069 Yukarı ×1
AAL American Airlines Group, Inc. - Common Stock $3.844.953 0,30% 220.594 Yukarı ×1
SW Smurfit WestRock plc Ordinary Shares $3.811.888 0,29% 70.774 Yukarı ×1
UDR UDR, Inc. Common Stock $3.718.978 0,29% 85.671 Yukarı ×1
IP International Paper Company Common Stock $3.649.642 0,28% 67.812 Yukarı ×1
CUBE CubeSmart Common Shares $3.445.997 0,27% 80.420 Yukarı ×1
BRKR Bruker Corporation - Common Stock $3.439.294 0,26% 58.671 Yukarı ×1
AVTR Avantor, Inc. Common Stock $3.324.762 0,26% 157.796 Yukarı ×1
ENTG Entegris, Inc. - Common Stock $3.317.321 0,26% 33.488 Yukarı ×1
CMS CMS Energy Corporation Common Stock $3.252.253 0,25% 48.796 Yukarı ×1
NI NiSource Inc Common Stock $3.106.588 0,24% 84.510 Yukarı ×1
ALLY Ally Financial Inc. Common Stock $3.045.690 0,23% 84.579 Yukarı ×1
PNR Pentair plc. Ordinary Share $3.014.571 0,23% 29.954 Yukarı ×1
XPO XPO, Inc. Common Stock $3.000.712 0,23% 22.880 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
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%