Mesirow Institutional Investment Management, Inc.
CIK 1947591 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.3B
- 持仓
- 131
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 2047（共 9443） · 前 21.7%
- 前十大持仓权重
- 15.66%
- 前二十五大持仓权重
- 35.33%
- 持仓高于 1%
- 59
- 有效持仓数量
- 91.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 131
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
5.4%
完整投资组合 131 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| KD Kyndryl Holdings, Inc. Common Stock | $23273794 | 1.79% | 672653 | 上涨 ×1 | |||
| FLR Fluor Corporation Common Stock | $22289138 | 1.71% | 451929 | 上涨 ×1 | |||
| MRCY Mercury Systems Inc - Common Stock | $21034902 | 1.62% | 500831 | 上涨 ×1 | |||
| ELF e.l.f. Beauty, Inc. Common Stock | $20077830 | 1.54% | 159919 | 上涨 ×1 | |||
| PB Prosperity Bancshares, Inc. Common Stock | $19660623 | 1.51% | 260924 | 上涨 ×1 | |||
| ALK Alaska Air Group, Inc. Common Stock | $19648258 | 1.51% | 303448 | 上涨 ×1 | |||
| KMPR Kemper Corporation | $19601727 | 1.51% | 295029 | 上涨 ×1 | |||
| AR Antero Resources Corporation Common Stock | $19425902 | 1.49% | 554234 | 上涨 ×1 | |||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $19416175 | 1.49% | 176945 | 上涨 ×1 | |||
| BXMT Blackstone Mortgage Trust, Inc. Common Stock | $19083275 | 1.47% | 1096110 | 上涨 ×1 | |||
| FRME First Merchants Corporation - Common Stock | $19028049 | 1.46% | 477013 | 上涨 ×1 | |||
| GMED Globus Medical, Inc. Class A Common Stock | $18549041 | 1.43% | 224266 | 上涨 ×1 | |||
| ICUI ICU Medical, Inc. - Common Stock | $18119356 | 1.39% | 116771 | 上涨 ×1 | |||
| HWC Hancock Whitney Corporation - Common Stock | $17629033 | 1.36% | 322168 | 上涨 ×1 | |||
| GTES Gates Industrial Corporation plc Ordinary Shares | $17537838 | 1.35% | 852593 | 上涨 ×1 | |||
| SIGI Selective Insurance Group, Inc. - Common Stock | $17273425 | 1.33% | 184703 | 上涨 ×1 | |||
| SFNC Simmons First National Corporation - Common Stock | $17181049 | 1.32% | 774619 | 上涨 ×1 | |||
| COLB Columbia Banking System, Inc. - Common Stock | $16999716 | 1.31% | 629386 | 上涨 ×1 | |||
| FHN First Horizon Corporation Common Stock | $16813819 | 1.29% | 834847 | 上涨 ×1 | |||
| KTB Kontoor Brands, Inc. Common Stock | $16597298 | 1.28% | 194325 | 上涨 ×1 | |||
| SAM Boston Beer Company, Inc. (The) Common Stock | $16331211 | 1.26% | 54441 | 上涨 ×1 | |||
| FIBK First Interstate BancSystem, Inc. - Common Stock | $16133986 | 1.24% | 496889 | 上涨 ×1 | |||
| XHR Xenia Hotels & Resorts, Inc. Common Stock | $15982153 | 1.23% | 1075515 | 上涨 ×1 | |||
| VBTX Veritex Holdings, Inc. - Common Stock | $15827626 | 1.22% | 582755 | 上涨 ×1 | |||
| ENOV Enovis Corporation Common Stock | $15782495 | 1.21% | 359674 | 上涨 ×1 | |||
| RMBS Rambus, Inc. - Common Stock | $15761478 | 1.21% | 298174 | 上涨 ×1 | |||
| UCB United Community Banks, Inc. Common Stock | $15734130 | 1.21% | 486974 | 上涨 ×1 | |||
| FWRG First Watch Restaurant Group, Inc. - Common Stock | $15505629 | 1.19% | 833188 | 上涨 ×1 | |||
| CPRX Catalyst Pharmaceuticals, Inc. - Common Stock | $15491697 | 1.19% | 742295 | 上涨 ×1 | |||
| ITT ITT Inc. Common Stock | $15053551 | 1.16% | 105358 | 上涨 ×1 | |||
| RH RH Common Stock | $15046946 | 1.16% | 38230 | 上涨 ×1 | |||
| NTST NetSTREIT Corp. Common Stock | $14996326 | 1.15% | 1059811 | 上涨 ×1 | |||
| SNV | $14990666 | 1.15% | 292615 | 上涨 ×1 | |||
| HLIO Helios Technologies, Inc. Common Stock | $14853023 | 1.14% | 332729 | 上涨 ×1 | |||
| HL Hecla Mining Company Common Stock | $14730653 | 1.13% | 3000133 | 上涨 ×1 | |||
| TCBI Texas Capital Bancshares, Inc. - Common Stock | $14572257 | 1.12% | 186346 | 上涨 ×1 | |||
| HALO Halozyme Therapeutics, Inc. - Common Stock | $14445696 | 1.11% | 302148 | 上涨 ×1 | |||
| SGRY Surgery Partners, Inc. - Common Stock | $14341913 | 1.10% | 677464 | 上涨 ×1 | |||
| MWA MUELLER WATER PRODUCTS Common Stock | $14281403 | 1.10% | 634729 | 上涨 ×1 | |||
| AXTA Axalta Coating Systems Ltd. Common Shares | $14188810 | 1.09% | 414635 | 上涨 ×1 | |||
| WNS | $14180557 | 1.09% | 299231 | 上涨 ×1 | |||
| KRG Kite Realty Group Trust Common Stock | $14180387 | 1.09% | 561822 | 上涨 ×1 | |||
| AMPH Amphastar Pharmaceuticals, Inc. - Common Stock | $14123844 | 1.09% | 380389 | 上涨 ×1 | |||
| W Wayfair Inc. Class A Common Stock | $13939305 | 1.07% | 314515 | 上涨 ×1 | |||
| ALGT Allegiant Travel Company - Common Stock | $13830369 | 1.06% | 146944 | 上涨 ×1 | |||
| MTDR Matador Resources Company Common Stock | $13825895 | 1.06% | 245750 | 上涨 ×1 | |||
| PEGA Pegasystems Inc. - Common Stock | $13801149 | 1.06% | 148081 | 上涨 ×1 | |||
| IRT Independence Realty Trust, Inc. Common Stock | $13795347 | 1.06% | 695330 | 上涨 ×1 | |||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $13783664 | 1.06% | 108473 | 上涨 ×1 | |||
| LNTH Lantheus Holdings, Inc. - Common Stock | $13758680 | 1.06% | 153797 | 上涨 ×1 | |||
| BFAM Bright Horizons Family Solutions Inc. Common Stock | $13732985 | 1.06% | 123888 | 上涨 ×1 | |||
| ACVA ACV Auctions Inc. Class A Common Stock | $13548730 | 1.04% | 627256 | 上涨 ×1 | |||
| HAYW Hayward Holdings, Inc. Common Stock | $13449420 | 1.03% | 879622 | 上涨 ×1 | |||
| CALX Calix, Inc Common Stock | $13436213 | 1.03% | 385323 | 上涨 ×1 | |||
| ADMA ADMA Biologics Inc - Common Stock | $13419035 | 1.03% | 782451 | 上涨 ×1 | |||
| DX Dynex Capital, Inc. Common Stock | $13408696 | 1.03% | 1059976 | 上涨 ×1 | |||
| KFY Korn Ferry Common Stock | $13380933 | 1.03% | 198383 | 上涨 ×1 | |||
| EPAC Enerpac Tool Group Corp. Common Stock | $13311886 | 1.02% | 323969 | 上涨 ×1 | |||
| AHH | $13243543 | 1.02% | 1294579 | 上涨 ×1 | |||
| BCO Brinks Company (The) Common Stock | $12827030 | 0.99% | 138267 | 上涨 ×1 | |||
| FTI TechnipFMC plc Ordinary Share | $12791191 | 0.98% | 441990 | 上涨 ×1 | |||
| OCFC OceanFirst Financial Corp. - Common Stock | $12629963 | 0.97% | 697788 | 上涨 ×1 | |||
| ATR AptarGroup, Inc. Common Stock | $12594550 | 0.97% | 80169 | 上涨 ×1 | |||
| NWN Northwest Natural Holding Company Common Stock | $11926944 | 0.92% | 301490 | 上涨 ×1 | |||
| TROX Tronox Holdings plc Ordinary Shares (UK) | $11867253 | 0.91% | 1178476 | 上涨 ×1 | |||
| DAR Darling Ingredients Inc. Common Stock | $11844461 | 0.91% | 351572 | 上涨 ×1 | |||
| AESI Atlas Energy Solutions Inc. Common Stock | $11507827 | 0.89% | 518838 | 上涨 ×1 | |||
| STAG Stag Industrial, Inc. Common Stock | $11273559 | 0.87% | 333340 | 上涨 ×1 | |||
| MMSI Merit Medical Systems, Inc. - Common Stock | $10971723 | 0.84% | 113438 | 上涨 ×1 | |||
| PIPR Piper Sandler Companies Common Stock | $10905582 | 0.84% | 36358 | 上涨 ×1 | |||
| OI O-I Glass, Inc. Common Stock | $10884834 | 0.84% | 1004136 | 上涨 ×1 | |||
| ALKS Alkermes plc - Ordinary Shares | $10838695 | 0.83% | 376867 | 上涨 ×1 | |||
| SSBXXXX | $10830089 | 0.83% | 108867 | 上涨 ×1 | |||
| PLYM | $10432883 | 0.80% | 586117 | 上涨 ×1 | |||
| MTH Meritage Homes Corporation Common Stock | $10360238 | 0.80% | 67353 | 上涨 ×1 | |||
| LEVI Levi Strauss & Co Class A Common Stock | $10297220 | 0.79% | 595215 | 上涨 ×1 | |||
| NSA National Storage Affiliates Trust Common Shares of Beneficial Interest | $10190549 | 0.78% | 268809 | 上涨 ×1 | |||
| POR Portland General Electric Co Common Stock | $10172359 | 0.78% | 233204 | 上涨 ×1 | |||
| EVH Evolent Health, Inc Class A Common Stock | $7896679 | 0.61% | 701927 | 上涨 ×1 | |||
| PTEN Patterson-UTI Energy, Inc. - Common Stock | $7847826 | 0.60% | 950100 | 上涨 ×1 | |||
| IPAR Interparfums, Inc. - Common Stock | $7781447 | 0.60% | 59170 | 上涨 ×1 | |||
| ASPN Aspen Aerogels, Inc. Common Stock | $5804509 | 0.45% | 488595 | 上涨 ×1 | |||
| EGP EastGroup Properties, Inc. Common Stock | $4404969 | 0.34% | 27447 | 上涨 ×1 | |||
| CG The Carlyle Group Inc. - Common Stock | $4128618 | 0.32% | 81771 | 上涨 ×1 | |||
| CFG Citizens Financial Group, Inc. Common Stock | $3943782 | 0.30% | 90123 | 上涨 ×1 | |||
| EQT EQT Corporation Common Stock | $3922117 | 0.30% | 85060 | 上涨 ×1 | |||
| PR Permian Resources Corporation Class A Common Stock | $3854832 | 0.30% | 268069 | 上涨 ×1 | |||
| AAL American Airlines Group, Inc. - Common Stock | $3844953 | 0.30% | 220594 | 上涨 ×1 | |||
| SW Smurfit WestRock plc Ordinary Shares | $3811888 | 0.29% | 70774 | 上涨 ×1 | |||
| UDR UDR, Inc. Common Stock | $3718978 | 0.29% | 85671 | 上涨 ×1 | |||
| IP International Paper Company Common Stock | $3649642 | 0.28% | 67812 | 上涨 ×1 | |||
| CUBE CubeSmart Common Shares | $3445997 | 0.27% | 80420 | 上涨 ×1 | |||
| BRKR Bruker Corporation - Common Stock | $3439294 | 0.26% | 58671 | 上涨 ×1 | |||
| AVTR Avantor, Inc. Common Stock | $3324762 | 0.26% | 157796 | 上涨 ×1 | |||
| ENTG Entegris, Inc. - Common Stock | $3317321 | 0.26% | 33488 | 上涨 ×1 | |||
| CMS CMS Energy Corporation Common Stock | $3252253 | 0.25% | 48796 | 上涨 ×1 | |||
| NI NiSource Inc Common Stock | $3106588 | 0.24% | 84510 | 上涨 ×1 | |||
| ALLY Ally Financial Inc. Common Stock | $3045690 | 0.23% | 84579 | 上涨 ×1 | |||
| PNR Pentair plc. Ordinary Share | $3014571 | 0.23% | 29954 | 上涨 ×1 | |||
| XPO XPO, Inc. Common Stock | $3000712 | 0.23% | 22880 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 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% |