Mesabi Trust Ownership | Who Owns Mesabi Trust?

Mesabi Trust Ownership Summary

Mesabi Trust is owned by 14.63% institutional investors, 0.08% insiders, and 85.29% retail investors. Horizon kinetics asset management is the largest institutional shareholder, holding 23.94% 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	14.63%	0.08%	85.29%
Sector	Basic Materials Stocks	41.27%	13.22%	45.51%
Industry	Steel Stocks List	28.56%	10.91%	60.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Horizon kinetics asset management	3.14M	23.94%	$98.94M
Valueworks	646.58K	4.93%	$20.37M
Cwa asset management group	447.49K	3.41%	$14.07M
Beddow capital management	352.81K	2.69%	$13.59M
Mad river investors	321.55K	2.45%	$10.13M
First manhattan co. llc.	310.06K	2.36%	$9.77M
Advisory services network	184.63K	1.41%	$5.82M
Moors & cabot	180.94K	1.38%	$5.70M
Eagleclaw capital managment	169.78K	1.29%	$5.35M
Sei investments	167.77K	1.28%	$5.28M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Valueworks	646.58K	5.55%	$20.37M
Beddow capital management	352.81K	5.13%	$13.59M
Mad river investors	321.55K	3.65%	$10.13M
Horizon kinetics asset management	3.14M	1.07%	$98.94M
Eagleclaw capital managment	169.78K	0.75%	$5.35M
Cwa asset management group	447.49K	0.48%	$14.07M
Verdad advisers, lp	10.30K	0.37%	$324.55K
Pecaut	33.96K	0.35%	$1.07M
Moors & cabot	180.94K	0.24%	$5.70M
Atlas wealth partners	7.47K	0.24%	$234.78K

Top Buyers

Holder	Shares	% Assets	Change
First manhattan co. llc.	310.06K	0.03%	310.06K
Cwa asset management group	447.49K	0.48%	219.24K
Horizon kinetics asset management	3.14M	1.07%	113.27K
Sei investments	167.77K	0.00%	83.88K
Mad river investors	321.55K	3.65%	24.90K

Top Sellers

Holder	Shares	% Assets	Change
Ci private wealth	-	-	-38.51K
Ofi invest asset management	-	-	-37.00K
O'shaughnessy asset management	8.62K	0.00%	-34.65K
Two sigma advisers, lp	-	-	-26.90K
Jane street group	-	-	-18.29K

New Positions

Holder	Shares	% Assets	Change	Value
First manhattan co. llc.	310.06K	0.03%	310.06K	$9.77M
Inspire advisors	7.43K	0.02%	7.43K	$234.00K
Bourgeon capital management	7.00K	0.04%	7.00K	$219.98K
Simplex trading	2.48K	0.00%	2.48K	$78.21M
Fifth third bancorp	550.00	-	550.00	$17.32K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Parallel advisors	-10.00
Umb bank, n.a.	-100.00
Main street group	-100.00
Coppell advisory solutions	-112.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	49	-42.35%	1,919,813	-70.24%	14	0.61%	16	-67.35%	18	-5.26%
Dec 31, 2025	67	-5.63%	5,881,447	-4.00%	44	2.06%	36	-18.18%	17	41.67%
Sep 30, 2025	67	11.67%	5,942,688	2.12%	45	2.30%	42	44.83%	12	-33.33%
Jun 30, 2025	60	-7.69%	5,774,169	0.08%	44	2.28%	30	-30.23%	17	88.89%
Mar 31, 2025	65	6.56%	5,769,618	-4.72%	43	2.06%	44	33.33%	8	-50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Horizon Kinetics Inflation Bnfcrs ETF	393.97K	3.00%	-
Horizon Small Cap Institutional	310.67K	2.37%	-474.00
Horizon Core Value - Strategy	187.92K	1.43%	56.83K
1290 VT Small Cap Value K	170.18K	1.30%	-
Kinetics All-Cap Equity	124.58K	0.95%	1.97K
Horizon Strategic Value Investment Instl	115.64K	0.88%	-1.04K
Horizon Spin-Off Institutional	97.56K	0.74%	-
Pleiades Small Cap Equity A	83.88K	0.64%	-
WisdomTree US SmallCap Dividend ETF	69.56K	0.53%	-
Horizon Large Cap Institutional	52.12K	0.40%	-

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 14.63%, followed by 0.08% insiders and 85.29% retail investors. The average institutional ownership in Mesabi Trust's industry, Steel Stocks List, is 28.56%, which Mesabi Trust falls below.

Who owns the most shares of Mesabi Trust?

Mesabi Trust’s largest shareholders are Horizon kinetics asset management (3.14M shares, 23.94%), Valueworks (646.58K shares, 4.93%), and Cwa asset management group (447.48K shares, 3.41%). Together, they hold 32.28% 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 5.55% of its assets in 646.58K Mesabi Trust shares, valued at 20.37M$.

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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