Westmount Partners’s Mesabi Trust MSB Stock Holding History

Westmount Partners’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	$426K	Hold	16,856	–	–	0.09%	172
2026 Q1	$530K	Sell	16,856 -4,000	-19%	-$136K	0.13%	140
2025 Q4	$803K	Hold	20,856	–	–	0.2%	92
2025 Q3	$653K	Hold	20,856	–	–	0.17%	108
2025 Q2	$500K	Hold	20,856	–	–	0.14%	127
2025 Q1	$563K	Hold	20,856	–	–	0.17%	117
2024 Q4	$583K	Hold	20,856	–	–	0.18%	106
2024 Q3	$469K	Hold	20,856	–	–	0.14%	122
2024 Q2	$360K	Hold	20,856	–	–	0.12%	138
2024 Q1	$368K	Hold	20,856	–	–	0.13%	144
2023 Q4	$426K	Hold	20,856	–	–	0.17%	122
2023 Q3	$417K	Hold	20,856	–	–	0.18%	124
2023 Q2	$426K	Hold	20,856	–	–	0.19%	112
2023 Q1	$526K	Hold	20,856	–	–	0.24%	94
2022 Q4	$375K	Buy	+20,856	New	+$414K	0.19%	119

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

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

Westmount Partners's MSB Position: Q2 2026 in Review

Westmount Partners held its Mesabi Trust (MSB) position steady in Q2 2026 at 16,856 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #172.

Westmount Partners first reported a position in MSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $803K in Q4 2025. 62 funds tracked by Wall St. Rank hold MSB as of Q2 2026.

Westmount Partners held 16,856 shares of Mesabi Trust worth $426K as of Q2 2026.
Westmount Partners left its Mesabi Trust share count unchanged in Q2 2026.
Mesabi Trust made up 0.09% of Westmount Partners's portfolio in Q2 2026, its #172 holding.
Westmount Partners first reported a position in Mesabi Trust in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Mesabi Trust position peaked at $803K in Q4 2025.
62 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.