Mesirow Institutional Investment Management, Inc.

CIK 1947591 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$1.3B
#2047 trên 9443 theo giá trị 13F · top 21.7%
Các vị thế
131
Tính đến
Ngày 31 tháng 12 năm 2024 Dữ liệu tính đến Q4 2024
Tỷ trọng 10 khoản nắm giữ hàng đầu
15,66%
Tỷ trọng 25 khoản nắm giữ hàng đầu
35,33%
Các vị thế trên 1%
59
Số lượng vị thế hiệu dụng
91,5

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
131
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

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%
Khác/Chưa xác định
5,4%

Danh mục đầy đủ 131 các vị thế

Loại Chuỗi Xu hướng 8 quý
KD Kyndryl Holdings, Inc. Common Stock $23273794 1,79% 672653 Tăng ×1
FLR Fluor Corporation Common Stock $22289138 1,71% 451929 Tăng ×1
MRCY Mercury Systems Inc - Common Stock $21034902 1,62% 500831 Tăng ×1
ELF e.l.f. Beauty, Inc. Common Stock $20077830 1,54% 159919 Tăng ×1
PB Prosperity Bancshares, Inc. Common Stock $19660623 1,51% 260924 Tăng ×1
ALK Alaska Air Group, Inc. Common Stock $19648258 1,51% 303448 Tăng ×1
KMPR Kemper Corporation $19601727 1,51% 295029 Tăng ×1
AR Antero Resources Corporation Common Stock $19425902 1,49% 554234 Tăng ×1
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock $19416175 1,49% 176945 Tăng ×1
BXMT Blackstone Mortgage Trust, Inc. Common Stock $19083275 1,47% 1096110 Tăng ×1
FRME First Merchants Corporation - Common Stock $19028049 1,46% 477013 Tăng ×1
GMED Globus Medical, Inc. Class A Common Stock $18549041 1,43% 224266 Tăng ×1
ICUI ICU Medical, Inc. - Common Stock $18119356 1,39% 116771 Tăng ×1
HWC Hancock Whitney Corporation - Common Stock $17629033 1,36% 322168 Tăng ×1
GTES Gates Industrial Corporation plc Ordinary Shares $17537838 1,35% 852593 Tăng ×1
SIGI Selective Insurance Group, Inc. - Common Stock $17273425 1,33% 184703 Tăng ×1
SFNC Simmons First National Corporation - Common Stock $17181049 1,32% 774619 Tăng ×1
COLB Columbia Banking System, Inc. - Common Stock $16999716 1,31% 629386 Tăng ×1
FHN First Horizon Corporation Common Stock $16813819 1,29% 834847 Tăng ×1
KTB Kontoor Brands, Inc. Common Stock $16597298 1,28% 194325 Tăng ×1
SAM Boston Beer Company, Inc. (The) Common Stock $16331211 1,26% 54441 Tăng ×1
FIBK First Interstate BancSystem, Inc. - Common Stock $16133986 1,24% 496889 Tăng ×1
XHR Xenia Hotels & Resorts, Inc. Common Stock $15982153 1,23% 1075515 Tăng ×1
VBTX Veritex Holdings, Inc. - Common Stock $15827626 1,22% 582755 Tăng ×1
ENOV Enovis Corporation Common Stock $15782495 1,21% 359674 Tăng ×1
RMBS Rambus, Inc. - Common Stock $15761478 1,21% 298174 Tăng ×1
UCB United Community Banks, Inc. Common Stock $15734130 1,21% 486974 Tăng ×1
FWRG First Watch Restaurant Group, Inc. - Common Stock $15505629 1,19% 833188 Tăng ×1
CPRX Catalyst Pharmaceuticals, Inc. - Common Stock $15491697 1,19% 742295 Tăng ×1
ITT ITT Inc. Common Stock $15053551 1,16% 105358 Tăng ×1
RH RH Common Stock $15046946 1,16% 38230 Tăng ×1
NTST NetSTREIT Corp. Common Stock $14996326 1,15% 1059811 Tăng ×1
SNV $14990666 1,15% 292615 Tăng ×1
HLIO Helios Technologies, Inc. Common Stock $14853023 1,14% 332729 Tăng ×1
HL Hecla Mining Company Common Stock $14730653 1,13% 3000133 Tăng ×1
TCBI Texas Capital Bancshares, Inc. - Common Stock $14572257 1,12% 186346 Tăng ×1
HALO Halozyme Therapeutics, Inc. - Common Stock $14445696 1,11% 302148 Tăng ×1
SGRY Surgery Partners, Inc. - Common Stock $14341913 1,10% 677464 Tăng ×1
MWA MUELLER WATER PRODUCTS Common Stock $14281403 1,10% 634729 Tăng ×1
AXTA Axalta Coating Systems Ltd. Common Shares $14188810 1,09% 414635 Tăng ×1
WNS $14180557 1,09% 299231 Tăng ×1
KRG Kite Realty Group Trust Common Stock $14180387 1,09% 561822 Tăng ×1
AMPH Amphastar Pharmaceuticals, Inc. - Common Stock $14123844 1,09% 380389 Tăng ×1
W Wayfair Inc. Class A Common Stock $13939305 1,07% 314515 Tăng ×1
ALGT Allegiant Travel Company - Common Stock $13830369 1,06% 146944 Tăng ×1
MTDR Matador Resources Company Common Stock $13825895 1,06% 245750 Tăng ×1
PEGA Pegasystems Inc. - Common Stock $13801149 1,06% 148081 Tăng ×1
IRT Independence Realty Trust, Inc. Common Stock $13795347 1,06% 695330 Tăng ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $13783664 1,06% 108473 Tăng ×1
LNTH Lantheus Holdings, Inc. - Common Stock $13758680 1,06% 153797 Tăng ×1
BFAM Bright Horizons Family Solutions Inc. Common Stock $13732985 1,06% 123888 Tăng ×1
ACVA ACV Auctions Inc. Class A Common Stock $13548730 1,04% 627256 Tăng ×1
HAYW Hayward Holdings, Inc. Common Stock $13449420 1,03% 879622 Tăng ×1
CALX Calix, Inc Common Stock $13436213 1,03% 385323 Tăng ×1
ADMA ADMA Biologics Inc - Common Stock $13419035 1,03% 782451 Tăng ×1
DX Dynex Capital, Inc. Common Stock $13408696 1,03% 1059976 Tăng ×1
KFY Korn Ferry Common Stock $13380933 1,03% 198383 Tăng ×1
EPAC Enerpac Tool Group Corp. Common Stock $13311886 1,02% 323969 Tăng ×1
AHH $13243543 1,02% 1294579 Tăng ×1
BCO Brinks Company (The) Common Stock $12827030 0,99% 138267 Tăng ×1
FTI TechnipFMC plc Ordinary Share $12791191 0,98% 441990 Tăng ×1
OCFC OceanFirst Financial Corp. - Common Stock $12629963 0,97% 697788 Tăng ×1
ATR AptarGroup, Inc. Common Stock $12594550 0,97% 80169 Tăng ×1
NWN Northwest Natural Holding Company Common Stock $11926944 0,92% 301490 Tăng ×1
TROX Tronox Holdings plc Ordinary Shares (UK) $11867253 0,91% 1178476 Tăng ×1
DAR Darling Ingredients Inc. Common Stock $11844461 0,91% 351572 Tăng ×1
AESI Atlas Energy Solutions Inc. Common Stock $11507827 0,89% 518838 Tăng ×1
STAG Stag Industrial, Inc. Common Stock $11273559 0,87% 333340 Tăng ×1
MMSI Merit Medical Systems, Inc. - Common Stock $10971723 0,84% 113438 Tăng ×1
PIPR Piper Sandler Companies Common Stock $10905582 0,84% 36358 Tăng ×1
OI O-I Glass, Inc. Common Stock $10884834 0,84% 1004136 Tăng ×1
ALKS Alkermes plc - Ordinary Shares $10838695 0,83% 376867 Tăng ×1
SSBXXXX $10830089 0,83% 108867 Tăng ×1
PLYM $10432883 0,80% 586117 Tăng ×1
MTH Meritage Homes Corporation Common Stock $10360238 0,80% 67353 Tăng ×1
LEVI Levi Strauss & Co Class A Common Stock $10297220 0,79% 595215 Tăng ×1
NSA National Storage Affiliates Trust Common Shares of Beneficial Interest $10190549 0,78% 268809 Tăng ×1
POR Portland General Electric Co Common Stock $10172359 0,78% 233204 Tăng ×1
EVH Evolent Health, Inc Class A Common Stock $7896679 0,61% 701927 Tăng ×1
PTEN Patterson-UTI Energy, Inc. - Common Stock $7847826 0,60% 950100 Tăng ×1
IPAR Interparfums, Inc. - Common Stock $7781447 0,60% 59170 Tăng ×1
ASPN Aspen Aerogels, Inc. Common Stock $5804509 0,45% 488595 Tăng ×1
EGP EastGroup Properties, Inc. Common Stock $4404969 0,34% 27447 Tăng ×1
CG The Carlyle Group Inc. - Common Stock $4128618 0,32% 81771 Tăng ×1
CFG Citizens Financial Group, Inc. Common Stock $3943782 0,30% 90123 Tăng ×1
EQT EQT Corporation Common Stock $3922117 0,30% 85060 Tăng ×1
PR Permian Resources Corporation Class A Common Stock $3854832 0,30% 268069 Tăng ×1
AAL American Airlines Group, Inc. - Common Stock $3844953 0,30% 220594 Tăng ×1
SW Smurfit WestRock plc Ordinary Shares $3811888 0,29% 70774 Tăng ×1
UDR UDR, Inc. Common Stock $3718978 0,29% 85671 Tăng ×1
IP International Paper Company Common Stock $3649642 0,28% 67812 Tăng ×1
CUBE CubeSmart Common Shares $3445997 0,27% 80420 Tăng ×1
BRKR Bruker Corporation - Common Stock $3439294 0,26% 58671 Tăng ×1
AVTR Avantor, Inc. Common Stock $3324762 0,26% 157796 Tăng ×1
ENTG Entegris, Inc. - Common Stock $3317321 0,26% 33488 Tăng ×1
CMS CMS Energy Corporation Common Stock $3252253 0,25% 48796 Tăng ×1
NI NiSource Inc Common Stock $3106588 0,24% 84510 Tăng ×1
ALLY Ally Financial Inc. Common Stock $3045690 0,23% 84579 Tăng ×1
PNR Pentair plc. Ordinary Share $3014571 0,23% 29954 Tăng ×1
XPO XPO, Inc. Common Stock $3000712 0,23% 22880 Tăng ×1

Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
KD $23273794 672653 1,79%
FLR $22289138 451929 1,71%
MRCY $21034902 500831 1,62%
ELF $20077830 159919 1,54%
PB $19660623 260924 1,51%
ALK $19648258 303448 1,51%
KMPR $19601727 295029 1,51%
AR $19425902 554234 1,49%
OLLI $19416175 176945 1,49%
BXMT $19083275 1096110 1,47%
FRME $19028049 477013 1,46%
GMED $18549041 224266 1,43%
ICUI $18119356 116771 1,39%
HWC $17629033 322168 1,36%
GTES $17537838 852593 1,35%