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MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
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CHICAGO IL
Investment Advisor
Hedge Fund
Mesirow Financial Investment Management is based out of Chicago. Mesirow Financial Investment Management is a large advisory firm with 13623 clients and discretionary assets under management (AUM) of $44,598,870,000 (Form ADV from 2023-10-03). Their last reported 13F filing for Q4 2023 included $2,738,567,340 in managed 13F securities
and a top 10 holdings concentration of 38.0%. Mesirow Financial Investment Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 600,879. Whalewisdom has at least 39 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BRK.B Berkshire Hathaway I | 7.65% |
MOAT VanEck Morningstar W | 6.99% |
ITOT iShares Core S&P Tot | 3.53% |
IJR iShares Core S&P Sma | 3.46% |
AAPL Apple Inc | 3.45% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
MOD Modine Manufacturing | 1.66% |
SP SP Plus Corp | 1.65% |
ROAD Construction Partner | 1.64% |
SKY Skyline Champion Cor | 1.47% |
ASPN Aspen Aerogels Inc | 1.44% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BRK.B Berkshire Hathaway I | 7.65% |
MOAT VanEck Morningstar W | 6.99% |
ITOT iShares Core S&P Tot | 3.53% |
IJR iShares Core S&P Sma | 3.46% |
AAPL Apple Inc | 3.45% |
2023-12-31
13F Activity
Market Value | $2.74b, Prior: $23.0m |
New Purchases | 492 stocks |
Added To | 6 stocks |
Sold out of | 8 stocks |
Reduced holdings in | 7 stocks |
Top 10 Holdings % | 38% |
Turnover %[1] | 88.5% |
Turnover Alt %[2] | 0.09% |
Time Held Top 20 | 0 quarters |
Time Held Top 10 | 0 quarters |
Time Held All | 1.12 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31