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MSB

Pecaut & Co’s Mesabi Trust MSB Stock Holding History

Pecaut & Co’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 		$859K Hold
33,963
– – 0.26% 48
2026
Q1 		$1.07M Hold
33,963
– – 0.35% 42
2025
Q4 		$1.31M Hold
33,963
– – 0.42% 40
2025
Q3 		$981K Buy
33,963
+23
+0.1% +$675 0.32% 47
2025
Q2 		$813K Buy
33,940
+131
+0.4% +$3.4K 0.27% 50
2025
Q1 		$912K Buy
33,809
+966
+3% +$26.4K 0.31% 44
2024
Q4 		$918K Buy
32,843
+75
+0.2% +$1.95K 0.32% 42
2024
Q3 		$738K Buy
32,768
+11,068
+51% +$203K 0.26% 47
2024
Q2 		$371K Buy
21,700
+4,000
+23% +$69.4K 0.14% 59
2024
Q1 		$312K Buy
17,700
+4,000
+29% +$75.8K 0.12% 66
2023
Q4 		$280K Buy
+13,700
New +$271K 0.11% 69
2021
Q4 		– Sell
-7,700
Closed -$229K – 101
2021
Q3 		$229K Hold
7,700
– – 0.14% 59
2021
Q2 		$273K Hold
7,700
– – 0.18% 53
2021
Q1 		$232K Hold
7,700
– – 0.17% 47
2020
Q4 		$216K Buy
+7,700
New +$187K 0.16% 45

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

Pecaut & Co's MSB Position: Q2 2026 in Review

Pecaut & Co held its Mesabi Trust (MSB) position steady in Q2 2026 at 33,963 shares worth $859K. The position accounts for 0.26% of the portfolio, ranked #48.

Pecaut & Co first reported a position in MSB in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

  • Pecaut & Co held 33,963 shares of Mesabi Trust worth $859K as of Q2 2026.
  • Pecaut & Co left its Mesabi Trust share count unchanged in Q2 2026.
  • Mesabi Trust made up 0.26% of Pecaut & Co's portfolio in Q2 2026, its #48 holding.
  • Pecaut & Co first reported a position in Mesabi Trust in Q4 2020 and has held it in 15 quarters since.
  • Pecaut & Co's Mesabi Trust position peaked at $1.31M in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.