Mesirow Institutional Investment Management, Inc. 13F 持仓 · 最近申报 2024年Q4
Mesirow Institutional Investment Management 在 2024年Q4(报告期截至 2024-12-31)的 SEC 13F 申报中报告了 131 只证券,申报市值合计 13.00 亿美元。前几大持仓:KD(1.79%)、FLR(1.71%)、MRCY(1.62%)。本季前 25 大持仓中:新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KD | KYNDRYL HLDGS INC | $23.3M | 1.79% | 672,653 | 减持 |
| 2 | FLR | FLUOR CORP NEW | $22.3M | 1.71% | 451,929 | 增持 |
| 3 | MRCY | MERCURY SYS INC | $21.0M | 1.62% | 500,831 | 增持 |
| 4 | ELF | E L F BEAUTY INC | $20.1M | 1.54% | 159,919 | 增持 |
| 5 | ALK | ALASKA AIR GROUP INC | $19.6M | 1.51% | 303,448 | 减持 |
| 6 | KMPR | KEMPER CORP | $19.6M | 1.51% | 295,029 | 增持 |
| 7 | PB | PROSPERITY BANCSHARES INC | $19.7M | 1.51% | 260,924 | 减持 |
| 8 | AR | ANTERO RESOURCES CORP | $19.4M | 1.49% | 554,234 | 增持 |
| 9 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $19.4M | 1.49% | 176,945 | 减持 |
| 10 | BXMT | BLACKSTONE MTG TR INC | $19.1M | 1.47% | 1.1M | 增持 |
| 11 | FRME | FIRST MERCHANTS CORP | $19.0M | 1.46% | 477,013 | 增持 |
| 12 | GMED | GLOBUS MED INC | $18.5M | 1.43% | 224,266 | 减持 |
| 13 | ICUI | ICU MED INC | $18.1M | 1.39% | 116,771 | 减持 |
| 14 | HWC | HANCOCK WHITNEY CORPORATION | $17.6M | 1.36% | 322,168 | 增持 |
| 15 | GTES | GATES INDL CORP PLC | $17.5M | 1.35% | 852,593 | 增持 |
| 16 | SIGI | SELECTIVE INS GROUP INC | $17.3M | 1.33% | 184,703 | 增持 |
| 17 | SFNC | SIMMONS 1ST NATL CORP | $17.2M | 1.32% | 774,619 | 减持 |
| 18 | COLB | COLUMBIA BKG SYS INC | $17.0M | 1.31% | 629,386 | 增持 |
| 19 | FHN | FIRST HORIZON CORPORATION | $16.8M | 1.29% | 834,847 | 减持 |
| 20 | KTB | KONTOOR BRANDS INC | $16.6M | 1.28% | 194,325 | 减持 |
| 21 | SAM | BOSTON BEER INC | $16.3M | 1.26% | 54,441 | 增持 |
| 22 | FIBK | FIRST INTST BANCSYSTEM INC | $16.1M | 1.24% | 496,889 | 增持 |
| 23 | XHR | XENIA HOTELS & RESORTS INC | $16.0M | 1.23% | 1.1M | 新建仓 |
| 24 | VBTX | VERITEX HLDGS INC | $15.8M | 1.22% | 582,755 | 减持 |
| 25 | ENOV | ENOVIS CORPORATION | $15.8M | 1.21% | 359,674 | 增持 |
来源:SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR