Mesabi Trust Ownership | Who Owns Mesabi Trust?


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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


TypeName% Inst% Insiders% Retail
StockMesabi Trust45.99%0.08%53.93%
SectorBasic Materials Stocks 44.20%10.67%45.12%
IndustrySteel Stocks List37.18%10.13%52.70%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Horizon kinetics asset management2.84M21.67%$79.92M
Valueworks778.50K5.93%$21.88M
Moors & cabot533.94K4.07%$15.01M
Beddow capital management431.36K3.29%$12.13M
Mad river investors294.90K2.25%$8.29M
Eagleclaw capital managment145.72K1.11%$4.10M
Morgan stanley100.08K0.76%$1.72M
Lido advisors79.78K0.61%$2.24M
Bank of new york mellon76.09K0.58%$2.14M
Jpmorgan chase36.60K0.28%$1.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Valueworks778.50K7.28%$21.88M
Beddow capital management431.36K4.98%$12.13M
Mad river investors294.90K3.85%$8.29M
Horizon kinetics asset management2.84M0.99%$79.92M
Moors & cabot533.94K0.71%$15.01M
Eagleclaw capital managment145.72K0.65%$4.10M
Pecaut32.84K0.32%$917.64K
Atlas wealth partners7.23K0.26%$202.00K
One charles private wealth services18.11K0.17%$508.93K
Acorn wealth advisors11.00K0.13%$309.21K

Top Buyers

HolderShares% AssetsChange
Horizon kinetics asset management2.84M0.99%183.39K
Lido advisors79.78K0.01%79.78K
Ofi invest asset management36.40K0.02%36.40K
Moors & cabot533.94K0.71%36.03K
Raymond james financial19.93K0.00%19.93K

Top Sellers

HolderShares% AssetsChange
Valueworks778.50K7.28%-45.90K
Nbc securities30.000.08%-30.86K
Two sigma investments, lp26.98K0.00%-18.55K
Jane street group---18.29K
Beddow capital management431.36K4.98%-17.31K

New Positions

HolderShares% AssetsChangeValue
Lido advisors79.78K0.01%79.78K$2.24M
Ofi invest asset management36.40K0.02%36.40K$988.13K
Raymond james financial19.93K0.00%19.93K$560.13K
Janney montgomery scott10.14K0.00%10.14K$175.00K
Kingsview wealth management8.29K0.00%8.29K$233.09K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20245920.41%6,034,4268.25%452.55%3134.78%1645.45%
Sep 30, 202448-5,553,5101.86%422.45%23-4.17%11-15.38%
Jun 30, 202448-7.69%5,452,2552.86%412.55%24-4.00%138.33%
Mar 31, 202452-5,300,884-2.56%402.35%258.70%12-20.00%
Dec 31, 20235210.64%5,439,9340.45%412.43%2327.78%15-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Horizon Kinetics Inflation Bnfcrs ETF393.97K3.00%-
Horizon Small Cap Institutional310.72K2.37%72.89K
1290 VT Small Cap Value K170.00K1.30%4.00K
Horizon Strategic Value Investment Instl124.74K0.95%-15.55K
Kinetics All-Cap Equity110.27K0.84%394.00
Horizon Spin-Off Institutional99.79K0.76%-160.00
Pleiades Small Cap Equity A83.88K0.64%-6.42K
WisdomTree US SmallCap Dividend ETF70.22K0.54%-
Horizon Large Cap Institutional54.31K0.41%-
Horizon Core Value - Strategy51.04K0.39%-3.35K

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2019 Q11-
2014 Q2--
2008 Q43-
2007 Q32-
2006 Q22-

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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