Mesirow Financial Investment Management, Inc.
•CIK: 1469475•Filing: Q4 2025
Mesirow Financial Investment Management, Inc., led by co-CEOs John Mesirow and John D. Mesirow, is known for its concentrated, high-conviction investment strategy, currently managing $4.9 billion in assets across 485 positions. The fund has recently made notable shifts, including significant cuts in DCOR and RYLD, while substantially increasing positions in IBDU and NKE, reflecting a focus on growth and value in its top holdings like Berkshire Hathaway and Apple.
Total AUM
$4.9B
QoQ Performance
-12.9%
Positions
367
Top 10 Concentration
37.9%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
AAPL
BRK/B8.4%
AAPL5.6%
MOAT4.2%
GOOG3.4%
MSFT2.9%
AKRE2.7%
IJR2.7%
GOOGL2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.3%
Technology18.4%
Financial15.3%
ETF5.9%
Consumer5.2%
Industrial4.0%
Healthcare3.7%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$8.8M
+350 more exited positions
Changes from Q3 2025
NEW1 new position
↑22 increased
↓177 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023