Mesirow Financial Investment Management, Inc. MCS — MARCUS CORP DEL

Ownership history in Mesirow Financial Investment Management, Inc.  ·  7 quarters on record

AI Ownership Summary

Mesirow Financial Investment Management, Inc. reported MARCUS CORP DEL (MCS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows MCS at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mesirow Financial Investment Management, Inc.'s position in MARCUS CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCS stock page Mesirow Financial Investment Management, Inc. fund profile Mesirow Financial Investment Management, Inc. full holdings
How Mesirow Financial Investment Management, Inc. held MCS — position size vs. price
% of Fund (quarterly)    MCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 213,262 +9,052 +4.4% 0.06% $3.7M 2026-04-21 $18.41
2025 Q4 ADDED — — — 204,210 +1,028 +0.5% 0.07% $3.2M 2026-02-05 $15.07
2025 Q3 REDUCED — — — 203,182 -5,030 -2.4% 0.06% $3.2M 2025-11-12 $15.79
2025 Q2 ADDED — — — 208,212 +42 +0.0% 0.07% $3.5M 2025-08-04 $14.50
2025 Q1 ADDED — — — 208,170 +3,437 +1.7% 0.07% $3.5M 2025-05-08 $16.44
2024 Q4 REDUCED 8.9% -22.1% ✅ 204,733 -19,966 -8.9% 0.09% $4.4M 2025-02-07 $20.89
2024 Q3 INITIATED — — — 224,699 — — 0.07% $3.4M 2024-11-01 $20.00

🏢 Other funds also holding MCS

As of 2026 Q2 — sorted by position size

DIVERSIFIED MANAGEMENT INC 0.18% Y-Intercept (Hong Kong) Ltd 3Y 0.0% Diversified Trust Co 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Torren Management, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Roxbury Financial LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Ares Financial Consulting, LLC 0.0% Owl Creek Wealth Partners LLC 0.0%

FAQ About Mesirow Financial Investment Management, Inc. and MCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mesirow Financial Investment Management, Inc. reported owning MCS?

Mesirow Financial Investment Management, Inc. reported MCS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MCS position in Mesirow Financial Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for MCS was 0.09% in 2024 Q4.

What is the latest reported MCS position on this page?

The most recent filing on this page is 2026 Q1, when Mesirow Financial Investment Management, Inc. reported 213,262 shares, equal to 0.06% of portfolio, with an estimated market value of $3.7M.

What does the chart on this MCS ownership page compare?

The chart compares Mesirow Financial Investment Management, Inc.'s quarterly MCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mesirow Financial Investment Management, Inc. time their MCS position?

Based on 13F filing dates vs. subsequent MCS price moves, Mesirow Financial Investment Management, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on MCS relative to SPY over the holding period was -19.0%.

← Back to Mesirow Financial Investment Management, Inc. Holdings