Mesabi TrustMSB
13F holders, Q4 2025 (December 31)82holders +11
13new positions
7sold out
1famous investor
$38.41avg. 13F price*
At the end of Q4 2025, 82 institutions reported holding Mesabi Trust (MSB) in their 13F filings, up 11 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($116.6M), Valueworks LLC ($25.6M) and Beddow Capital Management Inc. ($13.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Mesabi Trust
- CUSIP
- 590672101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.3M |
| Exits | 7 | $344K |
All 13F filers, Q3 2025 → Q4 2025: 279,639 shares bought and 60,860 shares sold, net +218,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Horizon Kinetics Asset Management LLC | 1.58% | Add +0.9% | 3,027,698 | $116.6M |
| Valueworks LLC | 6.73% | Reduce -1.9% | 664,171 | $25.6M |
| Beddow Capital Management Inc. | 5.30% | Reduce -3.6% | 352,805 | $13.6M |
| Mad River Investors | 5.21% | Add +0.4% | 296,649 | $11.4M |
| CWA Asset Management Group, LLC | 0.32% | Add +41.8% | 228,244 | $8.8M |
| Moors & Cabot, Inc. | 0.31% | Reduce -0.6% | 186,004 | $7.2M |
| Advisory Services Network, LLC | 0.10% | Add +0.1% | 181,525 | $7.0M |
| Bank of America Corp. | 0.00% | Add +0.1% | 177,881 | $6.9M |
| EagleClaw Capital Managment, LLC | 0.93% | Reduce -0.1% | 167,225 | $6.4M |
| Morgan Stanley | 0.00% | Add +4.6% | 108,742 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +23.7% | 92,968 | $3.6M |
| Sei Investments Co. | 0.00% | New | 83,883 | $3.2M |
| Geode Capital Management, LLC | 0.00% | Add +8.7% | 64,866 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.3% | 79,981 | $2.3M |
| Msrh, LLC | 1.94% | — | 45,114 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.4% | 43,270 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +72.1% | 42,528 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 36,964 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -8.2% | 35,540 | $1.4M |
| Pecaut & Co. | 0.42% | No change | 33,963 | $1.3M |
| Lanark Financial, Inc. | 0.10% | No change | 33,942 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 30,841 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +7.2% | 26,843 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.8% | 24,152 | $930K |
| LPL Financial LLC | 0.00% | Add +1.0% | 23,905 | $921K |
| UBS Group AG | 0.00% | Add +47.8% | 22,739 | $876K |
| Janney Montgomery Scott LLC | 0.00% | Add +99.0% | 20,923 | $806K |
| Westmount Partners, LLC | 0.20% | No change | 20,856 | $803K |
| Verdad Advisers, LP | 0.86% | — | 19,567 | $754K |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 17,474 | $673K |
| One Charles Private Wealth Services, LLC | 0.17% | Reduce -5.5% | 17,263 | $665K |
| Russell Investments Group, Ltd. | 0.00% | No change | 17,042 | $656K |
| Essex Financial Services, Inc. | 0.03% | Add +1.0% | 14,765 | $569K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -14.3% | 14,297 | $551K |
| Two Sigma Investments, LP | 0.00% | Reduce -28.2% | 11,789 | $454K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 11,736 | $452K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.5% | 11,690 | $450K |
| Acorn Wealth Advisors, LLC | 0.13% | No change | 11,000 | $424K |
| Ritholtz Wealth Management | 0.01% | Reduce -8.3% | 10,459 | $403K |
| Steinberganna Wealth Management | 0.17% | Reduce -29.1% | 9,204 | $354K |
| Atlas Wealth Partners, LLC | 0.33% | Add +0.2% | 7,858 | $303K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 7,730 | $298K |
| Citadel Advisors | 0.00% | Add +7.3% | 7,703 | $297K |
| Bank of Montreal | 0.00% | No change | 7,400 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,109 | $249K |
| Cadent Capital Advisors, LLC | 0.06% | New | 6,112 | $235K |
| Gsa Capital Partners LLP | 0.02% | Reduce -19.6% | 5,834 | $225K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 5,650 | $218K |
| SFE Investment Counsel | 0.03% | New | 5,540 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +19.9% | 5,164 | $199K |
| MAI Capital Management | 0.00% | Add +0.8% | 4,513 | $174K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 3,763 | $145K |
| Quent Capital, LLC | 0.01% | Add +240.7% | 3,203 | $123K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 1,633 | $63K |
| Barclays PLC | 0.00% | New | 1,500 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Add +73.2% | 1,491 | $57K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,240 | $48K |
| Chung Wu Investment Group, LLC | 0.03% | No change | 1,000 | $39K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,000 | $39K |
| Quattro Advisors LLC | 0.02% | — | 800 | $31K |
| Colonial Trust Advisors | 0.00% | Reduce -50.0% | 750 | $29K |
| Cwm, LLC | 0.00% | Add +1.0% | 677 | $26K |
| Comerica Bank | 0.00% | No change | 550 | $21K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 528 | $20K |
| Golden State Wealth Management, LLC | 0.00% | No change | 500 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 500 | $19K |
| Allworth Financial LP | 0.00% | No change | 500 | $19K |
| Group One Trading LLC | 0.00% | Add +975.6% | 441 | $17K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 414 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 400 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 300 | $12K |
| Camelot Portfolios, LLC | 0.01% | New | 300 | $12K |
| WealthCollab, LLC | 0.00% | New | 295 | $11K |
| Bernard Wealth Management Corp. | 0.00% | Add +0.8% | 247 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 128 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 100 | $4K |
| FMR LLC | 0.00% | Add +8.1% | 80 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 40 | $2K |
| Assetmark, Inc. | 0.00% | No change | 18 | $693 |
| GAMMA Investing LLC | 0.00% | Reduce -43.3% | 17 | $655 |
| Parallel Advisors, LLC | 0.00% | New | 10 | $385 |
| Huntington National Bank | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is MSB's weight in each manager's 13F, not the share of Mesabi Trust the manager owns.