Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mesabi Tr (MSB)

63 + Investors. Track Smart Money conviction in MSB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — MSB

Based on 66 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
66 funds currently hold this stock — 81% of the 3.0-year high of 81 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

30 buying34 selling
Last quarter: 34 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 19 → 11 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new
40 out of 66 hedge funds have held MSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -20%

Value
-20%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

10 → 15 → 19 → 11 → 10 new funds/Q
New funds entering each quarter: 15 → 19 → 11 → 10. MSB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 73% veterans vs 20% newcomers

■ 73% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 66 holders: 48 (73%) are 2+ year veterans, 5 entered 1–2 years ago, and 13 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
16 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MSB

In 2026 Q2, 30 hedge funds were net buyers of MSB (10 opened a new position, 20 added to an existing one), while 34 reduced or exited (17 trimmed, 17 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 66.

Hedge Fund Ownership: MSB

How many hedge funds hold MSB — quarterly history vs. share price
Quarterly hedge fund ownership of MSB vs. share price

Market Analysis: MSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MSB
63 + Investors

Track Smart Money conviction in MSB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 73 -13.7%
13F Shares 7M 7M -0.35%
Total Value $168M $210M -20.07%
New Positions 10 11 -1
Increased Positions 20 23 -3
Closed Positions 17 19 -2
Reduced Positions 17 23 -6
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: MSB

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Institutional Holders (2026 Q2)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valueworks LLC 3.54% 669,733 $16.9M
2 Mad River Investors 3.05% 323,735 $8.2M
3 Horizon Kinetics Asset Management LLC 0.92% 3,219,382 $81.5M
4 EagleClaw Capital Managment, LLC 0.58% 170,575 $4.3M
5 CWA Asset Management Group, LLC 0.40% 518,974 $13.1M
6 Pecaut & CO. 0.26% 33,963 $859K
7 Moors & Cabot, Inc. 0.18% 178,289 $4.5M
8 Steinberganna Wealth Management 0.11% 10,465 $265K
9 One Charles Private Wealth Services, LLC 0.09% 16,230 $411K
10 Westmount Partners, LLC 0.09% 16,856 $426K
11 Acorn Wealth Advisors, LLC 0.07% 11,000 $278K
12 PKS Advisory Services, LLC 0.06% 15,975 $404K
13 Advisory Services Network, LLC 0.05% 185,669 $4.7M
14 Lanark Financial, INC. 0.05% 30,742 $778K
15 First Manhattan CO. LLC. 0.03% 396,373 $10.0M
16 Inspire Advisors, LLC 0.02% 10,703 $271K
17 Essex Financial Services, Inc. 0.02% 14,031 $355K
18 Mark Sheptoff Financial Planning, LLC 0.01% 1,000 $25K
19 United Financial Planning Group LLC 0.01% 1,000 $25K
20 Medallion Wealth Advisors, LLC 0.01% 1,240 $31K
21 Godfrey Financial Associates, Inc. 0.01% 300 $8K
22 Lido Advisors, LLC 0.01% 79,982 $2.0M
23 Quent Capital, LLC 0.00% 3,041 $73K
24 XTX Topco Ltd 0.00% 12,692 $321K
25 Steward Partners Investment Advisory, LLC 0.00% 24,638 $623K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mesabi Tr (MSB)

What does the Smart Money Trend signal show for MSB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSB?

More sellers than buyers — 47% buying: Last quarter: 34 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSB holders?

Smaller funds dominant — 7% AUM from top-100: 16 of 63 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSB?

61% of holders stayed for 2+ years: 40 out of 66 hedge funds have held MSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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