Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q4 2024 data
Mesirow Institutional Investment Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Mesirow Institutional Investment Management, Inc.

โ€ขCIK: 1947591โ€ขFiling: Q4 2024

**Mesirow Institutional Investment Management, Inc.** manages $1.3B across a diversified portfolio of 131 positions. The firm exhibits concentrated conviction, with top holdings including KD at $23.3M and FLR at $22.3M. Significant allocations are also visible in MRCY ($21.0M) and ELF ($20.1M), indicating targeted sector or thematic exposure. This structure suggests a disciplined, high-conviction approach to capital deployment.

Total AUM
$1.3B
QoQ Performance
-0.7%
Positions
130
Top 10 Concentration
15.7%
Latest Filing
Q4 2024

Top Holdings Allocation

KD1.8%
FLR1.7%
MRCY1.6%
ELF1.5%
PB1.5%
ALK1.5%
UI21.5%
AR1.5%

๐Ÿ“ˆ Biggest Buys

XHR
XENIA HOTELS & RESORTS INC
NEW
1.2% of portfolio
UCB
UNITED CMNTY BKS BLAIRSVLE G
NEW
1.2% of portfolio
FWRG
FIRST WATCH RESTAURANT GROUP
NEW
1.2% of portfolio
SYU1
SYNOVUS FINL CORP
NEW
1.2% of portfolio
โ€”
WNS HLDGS LTD
NEW
1.1% of portfolio

๐Ÿ“‰ Biggest Sells

NXST
NEXSTAR MEDIA GROUP INC
-97.1%
0.0% of portfolio
SPXC
SPX TECHNOLOGIES INC
-99.8%
0.0% of portfolio
IPAR
INTERPARFUMS INC
-46.6%
0.6% of portfolio
RMBS*
RAMBUS INC DEL
-25.4%
1.2% of portfolio
KD
KYNDRYL HLDGS INC
-16.5%
1.8% of portfolio

Sector Breakdown

Other99.6%
Financial0.2%
ETF0.2%

๐Ÿšช Exited Positionssold since Q3 2024

ATD
ATI INC
SOLD
$17.2M
LIVN
LIVANOVA PLC
SOLD
$14.7M
HHH
HOWARD HUGHES HOLDINGS INC
SOLD
$13.7M
LAZ
LAZARD INC
SOLD
$13.6M
QTWO
Q2 HLDGS INC
SOLD
$13.2M
+9 more exited positions

Changes from Q3 2024

NEW20 new positions
โ†‘63 increased
โ†“43 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023