MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

Filed: 2/13/2025ACC: 0001947591-25-000002

📋 What this filing means

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

131

Positions

$1.30B

Total AUM (reported)

41.77M

Total Shares

Allocation by class

COM$982.91M75.6%

COM NEW$64.24M4.9%

CL A$59.97M4.6%

COM CL A$32.63M2.5%

SHS$32.40M2.5%

COMMON STOCK$23.64M1.8%

ORD SHS$17.54M1.3%

Portfolio Concentration

Top 3$66.60M5.1%

4–10$136.91M10.5%

11–25$255.79M19.7%

Rest$840.61M64.7%

Top 3 weight

5.1%

Top 10 weight

15.7%

Voting Authority Distribution

Total shares with voting rights: 41.77M

Sole

Full voting authority

38.70M

% of voting shares92.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.07M

% of voting shares7.4%

Investment Discretion (by position count)

Sole131

Shared0

Other0

Dominant voting typeSole · 92.6% of voting shares

Institutional Holdings131

Rows:

KYNDRYL HLDGS INC

SOLE

COMMON STOCK

Shares672.65K

TypeSH

Market value$23.27M

1.79%

Sole

625.50K

Shared

0.00

None

47.15K

FLUOR CORP NEW

SOLE

COM

Shares451.93K

TypeSH

Market value$22.29M

1.71%

Sole

419.92K

Shared

0.00

None

32.01K

MERCURY SYS INC

SOLE

COM

Shares500.83K

TypeSH

Market value$21.03M

1.62%

Sole

465.60K

Shared

0.00

None

35.23K

E L F BEAUTY INC

SOLE

COM

Shares159.92K

TypeSH

Market value$20.08M

1.54%

Sole

148.65K

Shared

0.00

None

11.27K

PROSPERITY BANCSHARES INC

SOLE

COM

Shares260.92K

TypeSH

Market value$19.66M

1.51%

Sole

241.16K

Shared

0.00

None

19.77K

ALASKA AIR GROUP INC

SOLE

COM

Shares303.45K

TypeSH

Market value$19.65M

1.51%

Sole

282.17K

Shared

0.00

None

21.27K

KEMPER CORP

SOLE

COM

Shares295.03K

TypeSH

Market value$19.60M

1.51%

Sole

274.29K

Shared

0.00

None

20.74K

ANTERO RESOURCES CORP

SOLE

COM

Shares554.23K

TypeSH

Market value$19.43M

1.49%

Sole

514.87K

Shared

0.00

None

39.36K

OLLIES BARGAIN OUTLET HLDGS

SOLE

COM

Shares176.94K

TypeSH

Market value$19.42M

1.49%

Sole

164.53K

Shared

0.00

None

12.41K

BLACKSTONE MTG TR INC

SOLE

COM CL A

Shares1.10M

TypeSH

Market value$19.08M

1.47%

Sole

1.02M

Shared

0.00

None

77.03K

FIRST MERCHANTS CORP

SOLE

COM

Shares477.01K

TypeSH

Market value$19.03M

1.46%

Sole

443.43K

Shared

0.00

None

33.58K

GLOBUS MED INC

SOLE

CL A

Shares224.27K

TypeSH

Market value$18.55M

1.43%

Sole

213.93K

Shared

0.00

None

10.34K

ICU MED INC

SOLE

COM

Shares116.77K

TypeSH

Market value$18.12M

1.39%

Sole

108.30K

Shared

0.00

None

8.47K

HANCOCK WHITNEY CORPORATION

SOLE

COM

Shares322.17K

TypeSH

Market value$17.63M

1.36%

Sole

294.18K

Shared

0.00

None

27.99K

GATES INDL CORP PLC

SOLE

ORD SHS

Shares852.59K

TypeSH

Market value$17.54M

1.35%

Sole

792.49K

Shared

0.00

None

60.11K

SELECTIVE INS GROUP INC

SOLE

COM

Shares184.70K

TypeSH

Market value$17.27M

1.33%

Sole

171.66K

Shared

0.00

None

13.04K

SIMMONS 1ST NATL CORP

SOLE

CL A $1 PAR

Shares774.62K

TypeSH

Market value$17.18M

1.32%

Sole

716.97K

Shared

0.00

None

57.65K

COLUMBIA BKG SYS INC

SOLE

COM

Shares629.39K

TypeSH

Market value$17.00M

1.31%

Sole

582.76K

Shared

0.00

None

46.63K

FIRST HORIZON CORPORATION

SOLE

COM

Shares834.85K

TypeSH

Market value$16.81M

1.29%

Sole

783.52K

Shared

0.00

None

51.33K

KONTOOR BRANDS INC

SOLE

COM

Shares194.32K

TypeSH

Market value$16.60M

1.28%

Sole

180.70K

Shared

0.00

None

13.63K

BOSTON BEER INC

SOLE

CL A

Shares54.44K

TypeSH

Market value$16.33M

1.26%

Sole

50.45K

Shared

0.00

None

3.99K

FIRST INTST BANCSYSTEM INC

SOLE

COM

Shares496.89K

TypeSH

Market value$16.13M

1.24%

Sole

451.47K

Shared

0.00

None

45.42K

XENIA HOTELS & RESORTS INC

SOLE

COM

Shares1.08M

TypeSH

Market value$15.98M

1.23%

Sole

999.93K

Shared

0.00

None

75.58K

VERITEX HLDGS INC

SOLE

COM

Shares582.75K

TypeSH

Market value$15.83M

1.22%

Sole

529.58K

Shared

0.00

None

53.18K

ENOVIS CORPORATION

SOLE

COM

Shares359.67K

TypeSH

Market value$15.78M

1.21%

Sole

333.24K

Shared

0.00

None

26.44K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
KYNDRYL HLDGS INCSOLE	COMMON STOCK	672.65K	SH	$23.27M 1.79%	625.50K	47.15K
FLUOR CORP NEWSOLE	COM	451.93K	SH	$22.29M 1.71%	419.92K	32.01K
MERCURY SYS INCSOLE	COM	500.83K	SH	$21.03M 1.62%	465.60K	35.23K
E L F BEAUTY INCSOLE	COM	159.92K	SH	$20.08M 1.54%	148.65K	11.27K
PROSPERITY BANCSHARES INCSOLE	COM	260.92K	SH	$19.66M 1.51%	241.16K	19.77K
ALASKA AIR GROUP INCSOLE	COM	303.45K	SH	$19.65M 1.51%	282.17K	21.27K
KEMPER CORPSOLE	COM	295.03K	SH	$19.60M 1.51%	274.29K	20.74K
ANTERO RESOURCES CORPSOLE	COM	554.23K	SH	$19.43M 1.49%	514.87K	39.36K
OLLIES BARGAIN OUTLET HLDGSSOLE	COM	176.94K	SH	$19.42M 1.49%	164.53K	12.41K
BLACKSTONE MTG TR INCSOLE	COM CL A	1.10M	SH	$19.08M 1.47%	1.02M	77.03K
FIRST MERCHANTS CORPSOLE	COM	477.01K	SH	$19.03M 1.46%	443.43K	33.58K
GLOBUS MED INCSOLE	CL A	224.27K	SH	$18.55M 1.43%	213.93K	10.34K
ICU MED INCSOLE	COM	116.77K	SH	$18.12M 1.39%	108.30K	8.47K
HANCOCK WHITNEY CORPORATIONSOLE	COM	322.17K	SH	$17.63M 1.36%	294.18K	27.99K
GATES INDL CORP PLCSOLE	ORD SHS	852.59K	SH	$17.54M 1.35%	792.49K	60.11K
SELECTIVE INS GROUP INCSOLE	COM	184.70K	SH	$17.27M 1.33%	171.66K	13.04K
SIMMONS 1ST NATL CORPSOLE	CL A $1 PAR	774.62K	SH	$17.18M 1.32%	716.97K	57.65K
COLUMBIA BKG SYS INCSOLE	COM	629.39K	SH	$17.00M 1.31%	582.76K	46.63K
FIRST HORIZON CORPORATIONSOLE	COM	834.85K	SH	$16.81M 1.29%	783.52K	51.33K
KONTOOR BRANDS INCSOLE	COM	194.32K	SH	$16.60M 1.28%	180.70K	13.63K
BOSTON BEER INCSOLE	CL A	54.44K	SH	$16.33M 1.26%	50.45K	3.99K
FIRST INTST BANCSYSTEM INCSOLE	COM	496.89K	SH	$16.13M 1.24%	451.47K	45.42K
XENIA HOTELS & RESORTS INCSOLE	COM	1.08M	SH	$15.98M 1.23%	999.93K	75.58K
VERITEX HLDGS INCSOLE	COM	582.75K	SH	$15.83M 1.22%	529.58K	53.18K
ENOVIS CORPORATIONSOLE	COM	359.67K	SH	$15.78M 1.21%	333.24K	26.44K

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