MESABI TRUST - Units of Beneficial Interest (MSB)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
13,097,493
Total 13F shares
760,572
Share change
+86,865
Total reported value
$29,308,178
Price per share
$38.52
Number of holders
34
Value change
+$3,443,545
Number of buys
19
Number of sells
11

Institutional Holders of MESABI TRUST - Units of Beneficial Interest (MSB) as of Q4 2025

As of 31 Dec 2025, MESABI TRUST - Units of Beneficial Interest (MSB) was held by 34 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 760,572 shares. The largest 10 holders included MAD RIVER INVESTORS, CWA Asset Management Group, LLC, Redhawk Wealth Advisors, Inc., NBC SECURITIES, INC., HighTower Advisors, LLC, UBS Group AG, Westmount Partners, LLC, One Charles Private Wealth Services, LLC, Apollon Wealth Management, LLC, and RITHOLTZ WEALTH MANAGEMENT. This page lists 34 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.