Mesabi Trust Ownership | Who Owns Mesabi Trust?

Mesabi Trust Ownership Summary

Mesabi Trust is owned by 45.99% institutional investors, 0.08% insiders, and 53.93% retail investors. Horizon kinetics asset management is the largest institutional shareholder, holding 21.67% of MSB shares. Horizon Kinetics Inflation Bnfcrs ETF is the top mutual fund, with 3.00% of its assets in Mesabi Trust shares.

MSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Mesabi Trust	45.99%	0.08%	53.93%
Sector	Basic Materials Stocks	43.95%	11.16%	44.89%
Industry	Steel Stocks List	37.18%	10.13%	52.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Horizon kinetics asset management	2.84M	21.67%	$79.92M
Valueworks	778.50K	5.93%	$21.88M
Moors & cabot	533.94K	4.07%	$15.01M
Beddow capital management	431.36K	3.29%	$12.13M
Mad river investors	294.90K	2.25%	$8.29M
Eagleclaw capital managment	145.72K	1.11%	$4.10M
Morgan stanley	100.08K	0.76%	$1.72M
Lido advisors	79.78K	0.61%	$2.24M
Bank of new york mellon	76.09K	0.58%	$2.14M
Jpmorgan chase	36.60K	0.28%	$1.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Valueworks	778.50K	7.28%	$21.88M
Beddow capital management	431.36K	4.98%	$12.13M
Mad river investors	294.90K	3.85%	$8.29M
Horizon kinetics asset management	2.84M	0.99%	$79.92M
Moors & cabot	533.94K	0.71%	$15.01M
Eagleclaw capital managment	145.72K	0.65%	$4.10M
Pecaut	32.84K	0.32%	$917.64K
Atlas wealth partners	7.23K	0.26%	$202.00K
One charles private wealth services	18.11K	0.17%	$508.93K
Acorn wealth advisors	11.00K	0.13%	$309.21K

Top Buyers

Holder	Shares	% Assets	Change
Horizon kinetics asset management	2.84M	0.99%	183.39K
Lido advisors	79.78K	0.01%	79.78K
Ofi invest asset management	36.40K	0.02%	36.40K
Moors & cabot	533.94K	0.71%	36.03K
Raymond james financial	19.93K	0.00%	19.93K

Top Sellers

Holder	Shares	% Assets	Change
Valueworks	778.50K	7.28%	-45.90K
Nbc securities	30.00	0.08%	-30.86K
Two sigma investments, lp	26.98K	0.00%	-18.55K
Jane street group	-	-	-18.29K
Beddow capital management	431.36K	4.98%	-17.31K

New Positions

Holder	Shares	% Assets	Change	Value
Lido advisors	79.78K	0.01%	79.78K	$2.24M
Ofi invest asset management	36.40K	0.02%	36.40K	$988.13K
Raymond james financial	19.93K	0.00%	19.93K	$560.13K
Janney montgomery scott	10.14K	0.00%	10.14K	$175.00K
Kingsview wealth management	8.29K	0.00%	8.29K	$233.09K

Sold Out

Holder	Change
Anfield capital management	-4.00
Main street group	-100.00
Group one trading	-100.00
Umb bank, n.a.	-100.00
National bank of canada /fi/	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	59	20.41%	6,034,426	8.25%	45	2.55%	31	34.78%	16	45.45%
Sep 30, 2024	48	-	5,553,510	1.86%	42	2.45%	23	-4.17%	11	-15.38%
Jun 30, 2024	48	-7.69%	5,452,255	2.86%	41	2.55%	24	-4.00%	13	8.33%
Mar 31, 2024	52	-	5,300,884	-2.56%	40	2.35%	25	8.70%	12	-20.00%
Dec 31, 2023	52	10.64%	5,439,934	0.45%	41	2.43%	23	27.78%	15	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Horizon Kinetics Inflation Bnfcrs ETF	393.97K	3.00%	-
Horizon Small Cap Institutional	310.72K	2.37%	72.89K
1290 VT Small Cap Value K	170.00K	1.30%	-
Horizon Strategic Value Investment Instl	124.74K	0.95%	-15.55K
Kinetics All-Cap Equity	110.27K	0.84%	394.00
Horizon Spin-Off Institutional	99.79K	0.76%	-160.00
Pleiades Small Cap Equity A	83.88K	0.64%	-6.42K
WisdomTree US SmallCap Dividend ETF	69.67K	0.53%	-
Horizon Large Cap Institutional	54.31K	0.41%	-
Horizon Core Value - Strategy	51.04K	0.39%	-3.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 20, 2019	Radke Robin M.	-	Buy	$14.69K
Oct 28, 2008	Ehrenberg James A	-	Buy	$5.78K
Oct 24, 2008	Ehrenberg James A	-	Buy	$6.63K
Oct 20, 2008	Ehrenberg James A	-	Buy	$7.97K
Jul 30, 2007	Ehrenberg James A	-	Buy	$5.76K

Insider Transactions Trends

Date	Buy	Sell
2019 Q1	1	-
2014 Q2	-	-
2008 Q4	3	-
2007 Q3	2	-
2006 Q2	2	-

MSB Ownership FAQ

Who Owns Mesabi Trust?

Mesabi Trust shareholders are primarily institutional investors at 45.99%, followed by 0.08% insiders and 53.93% retail investors. The average institutional ownership in Mesabi Trust's industry, Steel Stocks List, is 37.18%, which Mesabi Trust exceeds.

Who owns the most shares of Mesabi Trust?

Mesabi Trust’s largest shareholders are Horizon kinetics asset management (2.84M shares, 21.67%), Valueworks (778.5K shares, 5.93%), and Moors & cabot (533.94K shares, 4.07%). Together, they hold 31.67% of Mesabi Trust’s total shares outstanding.

Does Blackrock own Mesabi Trust?

BlackRock is not among the top 10 institutional shareholders of Mesabi Trust.

Who is Mesabi Trust’s biggest shareholder by percentage of total assets invested?

Valueworks is Mesabi Trust’s biggest shareholder by percentage of total assets invested, with 7.28% of its assets in 778.5K Mesabi Trust shares, valued at 21.88M$.

Who is the top mutual fund holder of Mesabi Trust shares?

Horizon Kinetics Inflation Bnfcrs ETF is the top mutual fund holder of Mesabi Trust shares, with 3.00% of its total shares outstanding invested in 393.97K Mesabi Trust shares.

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