IE
MSB

Israel Englander’s Mesabi Trust MSB Stock Holding History

Israel Englander’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
2023
Q1 		– Sell
-27,048
Closed -$487K – 6671
2022
Q4 		$487K Buy
27,048
+16,715
+162% +$331K ﹤0.01% 4767
2022
Q3 		$222K Buy
+10,333
New +$266K ﹤0.01% 5589
2021
Q1 		– Sell
-9,510
Closed -$267K – 6306
2020
Q4 		$267K Sell
9,510
-9,286
-49% -$226K ﹤0.01% 4625
2020
Q3 		$399 Buy
+18,796
New +$354K ﹤0.01% 3689
2020
Q1 		– Sell
-10,168
Closed -$239K – 4255
2019
Q4 		$239K Buy
+10,168
New +$236K ﹤0.01% 3785
2019
Q3 		– Sell
-18,736
Closed -$553K – 4414
2019
Q2 		$553K Buy
+18,736
New +$560K ﹤0.01% 3157
2018
Q4 		– Sell
-7,635
Closed -$202K – 4025
2018
Q3 		$202K Sell
7,635
-33,594
-81% -$915K ﹤0.01% 3638
2018
Q2 		$1.01M Buy
41,229
+30,706
+292% +$753K ﹤0.01% 2829
2018
Q1 		$271K Buy
+10,523
New +$282K ﹤0.01% 3249
2017
Q3 		– Sell
-12,200
Closed -$167K – 3733
2017
Q2 		$167K Sell
12,200
-6,956
-36% -$98.8K ﹤0.01% 3234
2017
Q1 		$287K Buy
+19,156
New +$276K ﹤0.01% 3063
2016
Q2 		– Sell
-19,297
Closed -$116K – 3427
2016
Q1 		$116K Sell
19,297
-4,024
-17% -$19.7K ﹤0.01% 3060
2015
Q4 		$105K Buy
+23,321
New +$179K ﹤0.01% 3236
2015
Q2 		– Sell
-17,306
Closed -$231K – 3644
2015
Q1 		$231K Buy
+17,306
New +$297K ﹤0.01% 3214
2014
Q4 		– Sell
-27,547
Closed -$526K – 4151
2014
Q3 		$526K Buy
27,547
+8,433
+44% +$164K ﹤0.01% 2716
2014
Q2 		$374K Buy
+19,114
New +$381K ﹤0.01% 2755
2013
Q4 		– Sell
-9,659
Closed -$212K – 3649
2013
Q3 		$212K Buy
+9,659
New +$189K ﹤0.01% 3068

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Israel Englander's MSB Position: Q1 2023 in Review

Israel Englander sold out of Mesabi Trust (MSB) in Q1 2023, closing a stake of 27,048 shares — an estimated $487K sold.

Israel Englander first reported a position in MSB in Q3 2013 and held it in 17 quarters. The position peaked at $1.01M in Q2 2018. 42 funds tracked by Wall St. Rank hold MSB as of Q1 2023.

  • Israel Englander reported no remaining Mesabi Trust position as of Q1 2023 after selling out during the quarter.
  • Israel Englander sold 27,048 Mesabi Trust shares in Q1 2023, an estimated $487K.
  • Israel Englander first reported a position in Mesabi Trust in Q3 2013 and held it in 17 quarters.
  • Israel Englander's Mesabi Trust position peaked at $1.01M in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2023.

Based on Millennium Management's 13F filing for Q1 2023, filed 15 May 2023.