EagleClaw Capital Management’s Mesabi Trust MSB Stock Holding History

EagleClaw Capital Management’s Portfolio MSB Stock Details MSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	170,575 +800	+0.5%	+$22K	0.58%	50
2026 Q1	$5.35M	Buy	169,775 +2,550	+2%	+$86.8K	0.75%	41
2025 Q4	$6.44M	Sell	167,225 -200	-0.1%	-$6.77K	0.93%	35
2025 Q3	$4.9M	Buy	167,425 +1,800	+1%	+$52.8K	0.69%	41
2025 Q2	$3.97M	Buy	165,625 +400	+0.2%	+$10.4K	0.59%	47
2025 Q1	$4.49M	Buy	165,225 +19,500	+13%	+$534K	0.71%	46
2024 Q4	$4.1M	Sell	145,725 -675	-0.5%	-$17.5K	0.65%	45
2024 Q3	$3.32M	Buy	146,400 +31,900	+28%	+$584K	0.55%	55
2024 Q2	$1.97M	Buy	114,500 +4,400	+4%	+$76.3K	0.36%	75
2024 Q1	$1.95M	Buy	110,100 +69,850	+174%	+$1.32M	0.35%	76
2023 Q4	$824K	Buy	40,250 +5,850	+17%	+$116K	0.17%	88
2023 Q3	$690K	Buy	34,400 +11,950	+53%	+$230K	0.16%	91
2023 Q2	$458K	Buy	+22,450	New	+$482K	0.11%	104

Other funds holding MSB

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

EagleClaw Capital Management's MSB Position: Q2 2026 in Review

EagleClaw Capital Management increased its Mesabi Trust (MSB) stake by 0.47% in Q2 2026, buying an estimated $22K and bringing the position to 170,575 shares worth $4.32M. The position accounts for 0.58% of the portfolio, ranked #50.

EagleClaw Capital Management first reported a position in MSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.44M in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

EagleClaw Capital Management held 170,575 shares of Mesabi Trust worth $4.32M as of Q2 2026.
EagleClaw Capital Management bought 800 Mesabi Trust shares in Q2 2026, an estimated $22K.
Mesabi Trust made up 0.58% of EagleClaw Capital Management's portfolio in Q2 2026, its #50 holding.
EagleClaw Capital Management first reported a position in Mesabi Trust in Q2 2023 and has held it in 13 quarters since.
EagleClaw Capital Management's Mesabi Trust position peaked at $6.44M in Q4 2025.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on EagleClaw Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.