JO
MSB

John Overdeck’s Mesabi Trust MSB Stock Holding History

John Overdeck’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 		$367K Buy
+14,520
New +$399K ﹤0.01% 4386
2026
Q1 		– Sell
-11,789
Closed -$454K – 4801
2025
Q4 		$454K Sell
11,789
-4,620
-28% -$156K ﹤0.01% 3361
2025
Q3 		$480K Sell
16,409
-12,415
-43% -$364K ﹤0.01% 3003
2025
Q2 		$691K Sell
28,824
-7,765
-21% -$202K ﹤0.01% 2444
2025
Q1 		$995K Buy
36,589
+9,606
+36% +$263K ﹤0.01% 2179
2024
Q4 		$758K Sell
26,983
-18,549
-41% -$482K ﹤0.01% 2335
2024
Q3 		$1.03M Sell
45,532
-9,531
-17% -$174K ﹤0.01% 2103
2024
Q2 		$949K Sell
55,063
-8,417
-13% -$146K ﹤0.01% 2012
2024
Q1 		$1.12M Buy
63,480
+22,741
+56% +$431K ﹤0.01% 1883
2023
Q4 		$834K Buy
+40,739
New +$805K ﹤0.01% 2181
2023
Q1 		– Sell
-18,820
Closed -$339K – 3114
2022
Q4 		$339K Buy
18,820
+3,789
+25% +$75.1K ﹤0.01% 2198
2022
Q3 		$323K Buy
+15,031
New +$387K ﹤0.01% 1941
2021
Q4 		– Sell
-12,714
Closed -$378K – 4643
2021
Q3 		$378K Buy
12,714
+1,148
+10% +$38.4K ﹤0.01% 3478
2021
Q2 		$409K Buy
+11,566
New +$418K ﹤0.01% 3265
2018
Q1 		– Sell
-12,596
Closed -$318K – 3375
2017
Q4 		$318K Buy
+12,596
New +$294K ﹤0.01% 2700
2016
Q2 		– Sell
-23,117
Closed -$138K – 3107
2016
Q1 		$138K Sell
23,117
-60,176
-72% -$294K ﹤0.01% 2653
2015
Q4 		$376K Buy
+83,293
New +$641K ﹤0.01% 2129
2015
Q3 		– Sell
-23,296
Closed -$317K – 2530
2015
Q2 		$317K Sell
23,296
-23,052
-50% -$330K ﹤0.01% 2394
2015
Q1 		$618K Sell
46,348
-26,732
-37% -$459K ﹤0.01% 1856
2014
Q4 		$1.26M Buy
73,080
+27,898
+62% +$515K 0.01% 1261
2014
Q3 		$863K Buy
45,182
+16,171
+56% +$315K ﹤0.01% 1113
2014
Q2 		$567K Buy
29,011
+7,911
+37% +$158K ﹤0.01% 1550
2014
Q1 		$444K Sell
21,100
-3,157
-13% -$66.7K ﹤0.01% 1526
2013
Q4 		$540K Buy
24,257
+146
+0.6% +$3.24K ﹤0.01% 1628
2013
Q3 		$528K Sell
24,111
-24,944
-51% -$487K ﹤0.01% 1276
2013
Q2 		$878K Buy
+49,055
New +$1M 0.01% 1176

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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Manhattan
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
MC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

John Overdeck's MSB Position: Q2 2026 in Review

John Overdeck opened a new position in Mesabi Trust (MSB) in Q2 2026: 14,520 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #4386 among its holdings. This is a return to the name: John Overdeck previously reported a position in MSB as recently as Q4 2025.

John Overdeck first reported a position in MSB in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.26M in Q4 2014. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • John Overdeck held 14,520 shares of Mesabi Trust worth $367K as of Q2 2026.
  • Mesabi Trust was a new John Overdeck position in Q2 2026.
  • Mesabi Trust made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4386 holding.
  • John Overdeck first reported a position in Mesabi Trust in Q2 2013 and has held it in 26 quarters since.
  • John Overdeck's Mesabi Trust position peaked at $1.26M in Q4 2014.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.