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Latest Mesirow Institutional Investment Management, Inc. Stock Portfolio

$1.07Billion

Equity Portfolio Value

Last Reported on: 07 Feb, 2024

About Mesirow Institutional Investment Management, Inc. and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Mesirow Institutional Investment Management, Inc. reported an equity portfolio of $1.1 Billions as of 31 Dec, 2023.

The top stock holdings of Mesirow Institutional Investment Management, Inc. are FLR, COLB, XPO. The fund has invested 1.8% of it's portfolio in FLUOR CORP NEW and 1.7% of portfolio in COLUMBIA BKG SYS INC.

The fund managers got completely rid off KIRBY CORP (KEX), R1 RCM INC (RCM) and LANTHEUS HLDGS INC (LNTH) stocks. They significantly reduced their stock positions in WESTROCK CO (WRK), PINNACLE FINL PARTNERS INC (PNFP) and FOUR CORNERS PPTY TR INC (FCPT). Mesirow Institutional Investment Management, Inc. opened new stock positions in AGREE RLTY CORP (ADC), NEW YORK CMNTY BANCORP INC (NYCB) and MERITAGE HOMES CORP (MTH). The fund showed a lot of confidence in some stocks as they added substantially to GLOBUS MED INC (GMED), GENTEX CORP (GNTX) and LANCASTER COLONY CORP (LANC).

New Buys

Ticker	$ Bought
AGREE RLTY CORP	16,862,600
NEW YORK CMNTY BANCORP INC	15,903,300
MERITAGE HOMES CORP	14,662,800
REDWOOD TRUST INC	13,246,300
AXALTA COATING SYS LTD	12,381,900
ASPEN AEROGELS INC	12,015,100
ITRON INC	11,653,800
HOWARD HUGHES HOLDINGS INC	11,592,700

New stocks bought by Mesirow Institutional Investment Management, Inc.

Additions

Ticker	% Inc.
GLOBUS MED INC	364
GENTEX CORP	279
LANCASTER COLONY CORP	72.6
EXTREME NETWORKS	42.12
CAESARS ENTERTAINMENT INC NE	41.95
AMPHASTAR PHARMACEUTICALS IN	37.55
SAFEHOLD INC	33.52
TRONOX HOLDINGS PLC	32.75

Additions to existing portfolio by Mesirow Institutional Investment Management, Inc.

Reductions

Ticker	% Reduced
WESTROCK CO	-76.94
PINNACLE FINL PARTNERS INC	-67.22
FOUR CORNERS PPTY TR INC	-44.43
OLLIES BARGAIN OUTLET HLDGS	-27.64
SPROUTS FMRS MKT INC	-25.41
HANOVER INS GROUP INC	-24.41
INSIGHT ENTERPRISES INC	-24.23
KONTOOR BRANDS INC	-22.38

Mesirow Institutional Investment Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
MARAVAI LIFESCIENCES HLDGS I	-9,262,770
R1 RCM INC	-13,454,200
HANNON ARMSTRONG SUST INFR C	-9,967,990
UNITED CMNTY BKS BLAIRSVLE G	-7,353,810
BARNES GROUP INC	-8,816,850
PACIRA BIOSCIENCES INC	-7,629,720
HOSTESS BRANDS INC	-8,120,580
TRICO BANCSHARES	-6,796,640

Mesirow Institutional Investment Management, Inc. got rid off the above stocks

Current Stock Holdings of Mesirow Institutional Investment Management, Inc.

Last Reported on: 07 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ADC	AGREE RLTY CORP	1.58	267,873	16,862,600	NEW
AGG	ISHARES TR	0.20	4,489	2,144,080	ADDED	0.85
AGG	ISHARES TR	0.00	0.00	0.00	SOLD OFF	-100
ALEX	ALEXANDER & BALDWIN INC NEW	1.22	682,936	12,989,400	ADDED	0.47
AMED	AMEDISYS INC	0.03	2,844	270,351	ADDED	9.93
AMPH	AMPHASTAR PHARMACEUTICALS IN	1.46	252,831	15,637,600	ADDED	37.55
AMWD	AMERICAN WOODMARK CORPORATIO	0.00	0.00	0.00	SOLD OFF	-100
AR	ANTERO RESOURCES CORP	1.12	528,883	11,995,100	ADDED	1.83
ASO	ACADEMY SPORTS & OUTDOORS IN	0.91	147,216	9,716,260	NEW
ASPN	ASPEN AEROGELS INC	1.12	761,414	12,015,100	NEW
ASTE	ASTEC INDS INC	0.00	0.00	0.00	SOLD OFF	-100
ATI	ATI INC	1.29	303,187	13,785,900	ADDED	21.11
ATR	APTARGROUP INC	1.19	102,731	12,699,600	REDUCED	-3.22
AVTR	AVANTOR INC	0.27	124,505	2,842,450	NEW
AXS	AXIS CAP HLDGS LTD	1.17	225,456	12,483,500	REDUCED	-22.33
AXTA	AXALTA COATING SYS LTD	1.16	364,496	12,381,900	NEW
B	BARNES GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
BC	BRUNSWICK CORP	1.52	167,771	16,231,800	ADDED	0.02
BCO	BRINKS CO	1.61	196,134	17,250,000	ADDED	0.02
BDC	BELDEN INC	0.00	0.00	0.00	SOLD OFF	-100
BFAM	BRIGHT HORIZONS FAM SOL IN D	1.08	122,536	11,547,800	ADDED	0.03
BG	BUNGE GLOBAL SA	0.34	36,409	3,675,490	NEW
BG	BUNGE LIMITED	0.00	0.00	0.00	SOLD OFF	-100
BIL	SPDR SER TR	0.05	5,565	496,899	ADDED	3.15
BKH	BLACK HILLS CORP	0.00	0.00	0.00	SOLD OFF	-100
BMRN	BIOMARIN PHARMACEUTICAL INC	0.26	29,261	2,821,350	ADDED	1.57
CACI	CACI INTL INC	1.36	44,805	14,510,500	REDUCED	-0.11
CALX	CALIX INC	1.64	401,454	17,539,500	ADDED	15.17
CASY	CASEYS GEN STORES INC	0.22	8,573	2,355,350	ADDED	0.84
CCJ	CAMECO CORP	0.21	52,698	2,271,280	REDUCED	-14.46
CCK	CROWN HLDGS INC	0.32	37,111	3,417,550	ADDED	12.16
CG	CARLYLE GROUP INC	0.26	68,761	2,797,880	REDUCED	-11.11
CHX	CHAMPIONX CORPORATION	1.16	424,668	12,404,600	REDUCED	-0.46
CINF	CINCINNATI FINL CORP	0.24	24,981	2,584,530	REDUCED	-8.36
CMS	CMS ENERGY CORP	0.26	47,256	2,744,160	ADDED	0.85
COLB	COLUMBIA BKG SYS INC	1.72	690,340	18,418,300	ADDED	9.61
CPA	COPA HOLDINGS SA	1.14	115,051	12,231,100	ADDED	0.02
CVLT	COMMVAULT SYS INC	0.82	109,813	8,768,570	REDUCED	-0.34
CZR	CAESARS ENTERTAINMENT INC NE	0.31	69,722	3,268,570	ADDED	41.95
DECK	DECKERS OUTDOOR CORP	0.00	0.00	0.00	SOLD OFF	-100
DOC	PHYSICIANS RLTY TR	1.05	841,595	11,201,600	REDUCED	-3.64
DV	DOUBLEVERIFY HLDGS INC	0.04	10,184	374,568	NEW
EFSC	ENTERPRISE FINL SVCS CORP	1.27	303,706	13,560,500	ADDED	7.07
ENOV	ENOVIS CORPORATION	0.06	11,699	655,378	NEW
EPAC	ENERPAC TOOL GROUP CORP	1.48	507,407	15,775,300	ADDED	0.01
EQT	EQT CORP	0.24	65,332	2,525,740	REDUCED	-13.15
ERII	ENERGY RECOVERY INC	1.04	592,177	11,156,600	ADDED	0.02
EXTR	EXTREME NETWORKS	0.03	17,398	306,901	ADDED	42.12
FCPT	FOUR CORNERS PPTY TR INC	0.03	11,044	279,413	REDUCED	-44.43
FHN	FIRST HORIZON CORPORATION	1.60	1,208,560	17,113,200	REDUCED	-0.01
FIBK	FIRST INTST BANCSYSTEM INC	1.35	470,945	14,481,600	ADDED	8.18
FIVN	FIVE9 INC	0.00	0.00	0.00	SOLD OFF	-100
FLR	FLUOR CORP NEW	1.78	486,338	19,049,900	REDUCED	-0.1
FTI	TECHNIPFMC PLC	1.20	634,144	12,771,700	ADDED	0.03
GMED	GLOBUS MED INC	1.44	288,238	15,360,200	ADDED	364
GNTX	GENTEX CORP	1.07	350,922	11,461,100	ADDED	279
GPRE	GREEN PLAINS INC	0.64	269,290	6,791,490	REDUCED	-0.22
HALO	HALOZYME THERAPEUTICS INC	1.57	453,827	16,773,400	ADDED	19.3
HASI	HANNON ARMSTRONG SUST INFR C	0.00	0.00	0.00	SOLD OFF	-100
HAYW	HAYWARD HLDGS INC	1.07	838,180	11,399,200	REDUCED	-1.83
HL	HECLA MNG CO	1.15	2,563,130	12,328,700	ADDED	0.01
HWC	HANCOCK WHITNEY CORPORATION	1.25	276,124	13,416,900	REDUCED	-0.22
INST	INSTRUCTURE HLDGS INC	0.04	13,942	376,573	ADDED	4.2
ITRI	ITRON INC	1.09	154,334	11,653,800	NEW
ITT	ITT INC	1.66	148,635	17,735,100	ADDED	6.8
IVT	INVENTRUST PPTYS CORP	0.98	413,022	10,466,000	REDUCED	-0.21
JBL	JABIL INC	0.24	19,895	2,534,620	REDUCED	-8.47
JKHY	HENRY JACK & ASSOC INC	0.25	16,467	2,690,870	ADDED	0.85
KEX	KIRBY CORP	0.00	0.00	0.00	SOLD OFF	-100
KMPR	KEMPER CORP	1.36	299,244	14,564,200	ADDED	0.03
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	0.28	52,609	3,032,910	ADDED	0.82
KOS	KOSMOS ENERGY LTD	0.77	1,226,480	8,229,650	REDUCED	-9.7
KTB	KONTOOR BRANDS INC	1.54	264,198	16,491,200	REDUCED	-22.38
LANC	LANCASTER COLONY CORP	1.34	86,280	14,356,100	ADDED	72.6
LMAT	LEMAITRE VASCULAR INC	0.83	155,682	8,836,510	NEW
LNT	ALLIANT ENERGY CORP	0.31	64,329	3,300,080	ADDED	0.82
LNTH	LANTHEUS HLDGS INC	0.00	0.00	0.00	SOLD OFF	-100
MKSI	MKS INSTRS INC	0.00	0.00	0.00	SOLD OFF	-100
MMSI	MERIT MED SYS INC	0.95	134,016	10,179,900	ADDED	10.72
MOS	MOSAIC CO NEW	0.00	0.00	0.00	SOLD OFF	-100
MRCY	MERCURY SYS INC	1.12	326,467	11,938,900	ADDED	17.71
MRVI	MARAVAI LIFESCIENCES HLDGS I	0.00	0.00	0.00	SOLD OFF	-100
MSA	MSA SAFETY INC	0.28	17,522	2,958,240	ADDED	0.82
MTDR	MATADOR RES CO	0.79	149,062	8,475,660	NEW
MTH	MERITAGE HOMES CORP	1.37	84,172	14,662,800	NEW
MTSI	MACOM TECH SOLUTIONS HLDGS I	0.83	95,947	8,918,270	NEW
NCNO	NCINO INC	0.04	11,703	393,572	NEW
NI	NISOURCE INC	0.30	118,662	3,150,480	REDUCED	-4.75
NSIT	INSIGHT ENTERPRISES INC	0.98	59,286	10,504,900	REDUCED	-24.23
NWN	NORTHWEST NAT HLDG CO	0.88	242,241	9,432,860	REDUCED	-0.78
NXST	NEXSTAR MEDIA GROUP INC	1.13	77,038	12,075,700	ADDED	21.22
NYCB	NEW YORK CMNTY BANCORP INC	1.49	1,554,570	15,903,300	NEW
OGE	OGE ENERGY CORP	1.08	329,475	11,508,600	NEW
OGS	ONE GAS INC	0.00	0.00	0.00	SOLD OFF	-100
OLLI	OLLIES BARGAIN OUTLET HLDGS	1.19	168,214	12,765,800	REDUCED	-27.64
PCRX	PACIRA BIOSCIENCES INC	0.00	0.00	0.00	SOLD OFF	-100
PEAK	HEALTHPEAK PROPERTIES INC	0.25	136,245	2,697,650	ADDED	14.91
PNFP	PINNACLE FINL PARTNERS INC	0.51	62,190	5,424,210	REDUCED	-67.22
PNR	PENTAIR PLC	0.33	48,557	3,530,580	ADDED	0.91
POOL	POOL CORP	0.25	6,783	2,704,450	ADDED	1.15
POR	PORTLAND GEN ELEC CO	0.98	241,117	10,450,000	ADDED	8.47
PR	PERMIAN RESOURCES CORP	1.20	944,424	12,844,200	REDUCED	-4.94
RCM	R1 RCM INC	0.00	0.00	0.00	SOLD OFF	-100
RDN	RADIAN GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
RH	RH	0.87	31,897	9,297,340	NEW
RMBS	RAMBUS INC DEL	1.24	194,465	13,272,200	REDUCED	-19.19
ROCK	GIBRALTAR INDS INC	1.52	205,789	16,253,200	ADDED	0.04
RRX	REGAL REXNORD CORPORATION	0.26	18,451	2,731,120	ADDED	0.89
RWT	REDWOOD TRUST INC	1.24	1,787,620	13,246,300	NEW
SAFE	SAFEHOLD INC	1.46	664,542	15,550,300	ADDED	33.52
SBRA	SABRA HEALTH CARE REIT INC	1.12	837,602	11,952,600	ADDED	0.02
SBSI	SOUTHSIDE BANCSHARES INC	0.72	245,389	7,685,580	REDUCED	-0.22
SFM	SPROUTS FMRS MKT INC	0.79	175,951	8,465,000	REDUCED	-25.41
SGRY	SURGERY PARTNERS INC	0.01	3,388	108,382	ADDED	12.37
SNV	SYNOVUS FINL CORP	1.15	327,599	12,334,100	REDUCED	-11.83
SPXC	SPX TECHNOLOGIES INC	1.05	111,064	11,218,600	REDUCED	-0.03
SRCL	STERICYCLE INC	0.50	108,575	5,380,980	NEW
SSB	SOUTHSTATE CORPORATION	1.36	171,599	14,491,500	ADDED	16.57
STAG	STAG INDL INC	1.40	380,837	14,951,700	ADDED	0.02
TCBK	TRICO BANCSHARES	0.00	0.00	0.00	SOLD OFF	-100
THC	TENET HEALTHCARE CORP	1.51	213,980	16,170,500	ADDED	24.1
THG	HANOVER INS GROUP INC	1.26	110,553	13,423,300	REDUCED	-24.41
THRM	GENTHERM INC	0.00	0.00	0.00	SOLD OFF	-100
TREX	TREX CO INC	0.00	0.00	0.00	SOLD OFF	-100
TROX	TRONOX HOLDINGS PLC	1.31	986,860	13,973,900	ADDED	32.75
TWNK	HOSTESS BRANDS INC	0.00	0.00	0.00	SOLD OFF	-100
TYL	TYLER TECHNOLOGIES INC	0.27	6,879	2,876,250	ADDED	8.43
UCBI	UNITED CMNTY BKS BLAIRSVLE G	0.00	0.00	0.00	SOLD OFF	-100
VFC	V F CORP	1.04	591,824	11,126,300	NEW
VICR	VICOR CORP	0.00	0.00	0.00	SOLD OFF	-100
VTR	VENTAS INC	0.26	56,860	2,833,900	REDUCED	-4.03
WBS	WEBSTER FINL CORP	0.35	74,346	3,773,800	ADDED	0.85
WEN	WENDYS CO	0.76	419,928	8,180,200	REDUCED	-1.02
WH	WYNDHAM HOTELS & RESORTS INC	0.00	0.00	0.00	SOLD OFF	-100
WRK	WESTROCK CO	0.27	68,868	2,859,400	REDUCED	-76.94
WTFC	WINTRUST FINL CORP	1.20	138,006	12,800,100	ADDED	0.16
XPO	XPO INC	1.71	208,968	18,303,500	ADDED	0.03
	HOWARD HUGHES HOLDINGS INC	1.08	135,508	11,592,700	NEW
	ARMADA HOFFLER PPTYS INC	1.06	918,691	11,364,200	ADDED	0.03