Mesabi Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	10,094	0.0769%
Institutions	5,627,385	42.9%
General Public	7,482,531	57%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 42.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.3%	Horizon Kinetics Holding Corporation	2,659,623	US$75.4m	1.43%	0.9%
6.28%	ValueWorks LLC	824,397	US$23.4m	1.44%	7.4%
3.8%	Moors & Cabot, Inc., Asset Management Arm	497,913	US$14.1m	7.19%	0.67%
3.42%	Beddow Capital Management Inc	448,666	US$12.7m	-2.95%	5.47%
2.23%	MRM-Horizon Advisors, LLC	293,069	US$8.3m	0.49%	3.68%
1.12%	EagleClaw Capital Management, LLC	146,400	US$4.2m	27.9%	0.66%
0.78%	Morgan Stanley, Investment Banking and Brokerage Investments	102,938	US$2.9m	2.86%	no data
0.59%	BNY Asset Management	77,284	US$2.2m	0.18%	no data
0.37%	Two Sigma Advisers, LP	48,800	US$1.4m	-3.75%	no data
0.35%	Two Sigma Investments, LP	45,532	US$1.3m	-17.3%	no data
0.28%	JPMorgan Chase & Co, Brokerage and Securities Investments	36,611	US$1.0m	-14.8%	no data
0.28%	Susquehanna International Group, LLP, Asset Management Arm	36,180	US$1.0m	0%	no data
0.27%	OFI Asset Management SA	35,800	US$1.0m	0%	0.02%
0.27%	Ofi Invest Asset Management	35,800	US$1.0m	0%	0.02%
0.27%	Merrill Lynch & Co. Inc., Banking Investments	34,770	US$986.1k	0%	no data
0.25%	Pecaut & Co.	32,768	US$929.3k	51%	0.32%
0.24%	NBC Securities, Inc., Asset Management Arm	30,895	US$876.2k	0%	0.07%
0.15%	HighTower Advisors, LLC	20,089	US$569.7k	1.75%	no data
0.15%	Royal Bank of Canada, Banking & Securities Investments	19,287	US$547.0k	11.3%	no data
0.14%	One Charles Private Wealth Services, LLC	18,202	US$516.2k	0%	0.16%
0.14%	Raymond James Financial Inc., Asset Management Arm	18,064	US$512.3k	12.8%	no data
0.13%	Steward Partners Investment Advisory, LLC	17,233	US$488.7k	14.8%	no data
0.12%	Apollon Wealth Management, LLC	15,189	US$430.8k	0%	0.01%
0.11%	Commonwealth Equity Services, LLC	14,281	US$405.0k	-0.63%	no data
0.1%	Wells Fargo & Company, Securities and Brokerage Investments	13,598	US$385.6k	-3.31%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 22:22
End of Day Share Price	2024/12/26 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Mesabi Trust is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Timothy Hayes	Davenport & Company