First Manhattan’s Mesabi Trust MSB Stock Holding History

First Manhattan’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	$10M	Buy	396,373 +86,313	+28%	+$2.37M	0.03%	168
2026 Q1	$9.77M	Buy	+310,060	New	+$10.6M	0.03%	168
2021 Q4	–	Sell	-150	Closed	-$4K	–	1637
2021 Q3	$4K	Buy	+150	New	+$5.01K	﹤0.01%	1435

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

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

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 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

First Manhattan's MSB Position: Q2 2026 in Review

First Manhattan increased its Mesabi Trust (MSB) stake by 28% in Q2 2026, buying an estimated $2.37M and bringing the position to 396,373 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #168.

First Manhattan first reported a position in MSB in Q3 2021 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

First Manhattan held 396,373 shares of Mesabi Trust worth $10M as of Q2 2026.
First Manhattan bought 86,313 Mesabi Trust shares in Q2 2026, an estimated $2.37M.
Mesabi Trust made up 0.03% of First Manhattan's portfolio in Q2 2026, its #168 holding.
First Manhattan first reported a position in Mesabi Trust in Q3 2021 and has held it in 3 quarters since.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.