Mesirow Institutional Investment Management, Inc. Top Holdings and 13F Report (2025) About Mesirow Institutional Investment Management, Inc.Investment ActivityMesirow Institutional Investment Management, Inc. has $1.30 billion in total holdings as of December 31, 2024.Mesirow Institutional Investment Management, Inc. owns shares of 131 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 20.11% of the portfolio was purchased this quarter.About 19.28% of the portfolio was sold this quarter.This quarter, Mesirow Institutional Investment Management, Inc. has purchased 125 new stocks and bought additional shares in 63 stocks.Mesirow Institutional Investment Management, Inc. sold shares of 43 stocks and completely divested from 14 stocks this quarter.Largest Holdings Kyndryl $23,273,794Fluor $22,289,138Mercury Systems $21,034,902e.l.f. Beauty $20,077,830Prosperity Bancshares $19,660,623 Largest New Holdings this Quarter Xenia Hotels & Resorts $15,982,153 HoldingUnited Community Banks $15,734,130 HoldingFirst Watch Restaurant Group $15,505,629 HoldingSynovus Financial $14,990,666 HoldingWNS HLDGS LTD $14,180,557 Holding Largest Purchases this Quarter Xenia Hotels & Resorts 1,075,515 shares (about $15.98M)United Community Banks 486,974 shares (about $15.73M)First Watch Restaurant Group 833,188 shares (about $15.51M)Synovus Financial 292,615 shares (about $14.99M)WNS HLDGS LTD 299,231 shares (about $14.18M) Largest Sales this Quarter Nexstar Media Group 78,324 shares (about $12.37M)SPX Technologies 68,604 shares (about $9.98M)Inter Parfums 51,705 shares (about $6.80M)Rambus 101,445 shares (about $5.36M)Kyndryl 133,092 shares (about $4.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMesirow Institutional Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKDKyndryl$23,273,794$4,604,983 ▼-16.5%672,6531.8%Business ServicesFLRFluor$22,289,138$42,366 ▲0.2%451,9291.7%ConstructionMRCYMercury Systems$21,034,902$2,699,886 ▲14.7%500,8311.6%AerospaceELFe.l.f. Beauty$20,077,830$5,028,277 ▲33.4%159,9191.5%Consumer StaplesPBProsperity Bancshares$19,660,623$46,642 ▼-0.2%260,9241.5%FinanceALKAlaska Air Group$19,648,258$3,200,139 ▼-14.0%303,4481.5%TransportationKMPRKemper$19,601,727$40,861 ▲0.2%295,0291.5%FinanceARAntero Resources$19,425,902$536,721 ▲2.8%554,2341.5%Oils/EnergyOLLIOllie's Bargain Outlet$19,416,175$3,107,663 ▼-13.8%176,9451.5%Consumer StaplesBXMTBlackstone Mortgage Trust$19,083,275$3,890,456 ▲25.6%1,096,1101.5%FinanceFRMEFirst Merchants$19,028,049$7,889,444 ▲70.8%477,0131.5%FinanceGMEDGlobus Medical$18,549,041$63,273 ▼-0.3%224,2661.4%MedicalICUIICU Medical$18,119,356$823,332 ▼-4.3%116,7711.4%MedicalHWCHancock Whitney$17,629,033$1,334,566 ▲8.2%322,1681.4%FinanceGTESGates Industrial$17,537,838$2,046,818 ▲13.2%852,5931.3%Industrial ProductsSIGISelective Insurance Group$17,273,425$33,854 ▲0.2%184,7031.3%FinanceSFNCSimmons First National$17,181,049$3,467,200 ▼-16.8%774,6191.3%FinanceCOLBColumbia Banking System$16,999,716$16,854 ▲0.1%629,3861.3%FinanceFHNFirst Horizon$16,813,819$3,043,637 ▼-15.3%834,8471.3%FinanceKTBKontoor Brands$16,597,298$3,615,234 ▼-17.9%194,3251.3%Consumer DiscretionarySAMBoston Beer$16,331,211$32,098 ▲0.2%54,4411.3%Consumer StaplesFIBKFirst Interstate BancSystem$16,133,986$1,935,699 ▲13.6%496,8891.2%FinanceXHRXenia Hotels & Resorts$15,982,153$15,982,153 ▲New Holding1,075,5151.2%FinanceVBTXVeritex$15,827,626$67,547 ▼-0.4%582,7551.2%FinanceENOVEnovis$15,782,495$47,039 ▲0.3%359,6741.2%MedicalRMBSRambus$15,761,478$5,362,383 ▼-25.4%298,1741.2%Computer and TechnologyUCBIUnited Community Banks$15,734,130$15,734,130 ▲New Holding486,9741.2%FinanceFWRGFirst Watch Restaurant Group$15,505,629$15,505,629 ▲New Holding833,1881.2%Retail/WholesaleCPRXCatalyst Pharmaceuticals$15,491,697$1,220,958 ▼-7.3%742,2951.2%MedicalITTITT$15,053,551$1,353,931 ▲9.9%105,3581.2%Multi-Sector ConglomeratesRHRH$15,046,946$2,185,999 ▼-12.7%38,2301.2%Consumer StaplesNTSTNETSTREIT$14,996,326$6,082,830 ▲68.2%1,059,8111.2%FinanceSNVSynovus Financial$14,990,666$14,990,666 ▲New Holding292,6151.2%FinanceHLIOHelios Technologies$14,853,023$2,968,560 ▲25.0%332,7291.1%Industrial ProductsHLHecla Mining$14,730,653$27,987 ▲0.2%3,000,1331.1%Basic MaterialsTCBITexas Capital Bancshares$14,572,257$2,616,337 ▼-15.2%186,3461.1%FinanceHALOHalozyme Therapeutics$14,445,696$3,951,162 ▲37.6%302,1481.1%MedicalSGRYSurgery Partners$14,341,913$1,642,856 ▲12.9%677,4641.1%MedicalMWAMueller Water Products$14,281,403$3,910,613 ▼-21.5%634,7291.1%Industrial ProductsAXTAAxalta Coating Systems$14,188,810$29,053 ▲0.2%414,6351.1%Basic MaterialsWNS HLDGS LTD$14,180,557$14,180,557 ▲New Holding299,2311.1%COM SHSKRGKite Realty Group Trust$14,180,387$1,843,605 ▲14.9%561,8221.1%FinanceAMPHAmphastar Pharmaceuticals$14,123,844$1,246,083 ▼-8.1%380,3891.1%MedicalWWayfair$13,939,305$2,354,677 ▲20.3%314,5151.1%Retail/WholesaleALGTAllegiant Travel$13,830,369$13,830,369 ▲New Holding146,9441.1%TransportationMTDRMatador Resources$13,825,895$3,734,314 ▲37.0%245,7501.1%Oils/EnergyPEGAPegasystems$13,801,149$13,801,149 ▲New Holding148,0811.1%Computer and TechnologyIRTIndependence Realty Trust$13,795,347$1,492,484 ▼-9.8%695,3301.1%FinanceSFMSprouts Farmers Market$13,783,664$3,879,701 ▼-22.0%108,4731.1%Retail/WholesaleLNTHLantheus$13,758,680$2,663,582 ▲24.0%153,7971.1%MedicalBFAMBright Horizons Family Solutions$13,732,985$266,040 ▲2.0%123,8881.1%Business ServicesACVAACV Auctions$13,548,730$13,548,730 ▲New Holding627,2561.0%Retail/WholesaleHAYWHayward$13,449,420$107,473 ▼-0.8%879,6221.0%Computer and TechnologyCALXCalix$13,436,213$824,536 ▲6.5%385,3231.0%Computer and TechnologyADMAADMA Biologics$13,419,035$3,763,602 ▼-21.9%782,4511.0%MedicalDXDynex Capital$13,408,696$3,024,020 ▲29.1%1,059,9761.0%FinanceKFYKorn Ferry$13,380,933$1,103,280 ▲9.0%198,3831.0%Business ServicesEPACEnerpac Tool Group$13,311,886$476,973 ▲3.7%323,9691.0%Industrial ProductsAHHArmada Hoffler Properties$13,243,543$1,029,752 ▲8.4%1,294,5791.0%FinanceBCOBrink's$12,827,030$1,699,083 ▼-11.7%138,2671.0%Business ServicesFTITechnipFMC$12,791,191$2,048,518 ▼-13.8%441,9901.0%Oils/EnergyOCFCOceanFirst Financial$12,629,963$3,235,574 ▲34.4%697,7881.0%FinanceATRAptarGroup$12,594,550$1,163,797 ▼-8.5%80,1691.0%Industrial ProductsNWNNorthwest Natural$11,926,944$49,015 ▼-0.4%301,4900.9%UtilitiesTROXTronox$11,867,253$582,167 ▼-4.7%1,178,4760.9%Basic MaterialsDARDarling Ingredients$11,844,461$22,876 ▲0.2%351,5720.9%Consumer StaplesATLAS ENERGY SOLUTIONS INC$11,507,827$903,813 ▲8.5%518,8380.9%COM NEWSTAGSTAG Industrial$11,273,559$2,542,960 ▼-18.4%333,3400.9%FinanceMMSIMerit Medical Systems$10,971,723$66,640 ▲0.6%113,4380.8%MedicalPIPRPiper Sandler Companies$10,905,582$871,655 ▼-7.4%36,3580.8%FinanceOIO-I Glass$10,884,834$10,884,834 ▲New Holding1,004,1360.8%Industrial ProductsALKSAlkermes$10,838,695$10,838,695 ▲New Holding376,8670.8%MedicalSSBSouthState$10,830,089$2,999,720 ▼-21.7%108,8670.8%FinancePLYMPlymouth Industrial REIT$10,432,883$10,432,883 ▲New Holding586,1170.8%FinanceMTHMeritage Homes$10,360,238$2,243,926 ▲27.6%67,3530.8%ConstructionLEVILevi Strauss & Co.$10,297,220$10,297,220 ▲New Holding595,2150.8%Retail/WholesaleNSANational Storage Affiliates Trust$10,190,549$1,551,353 ▲18.0%268,8090.8%FinancePORPortland General Electric$10,172,359$46,150 ▼-0.5%233,2040.8%UtilitiesEVHEvolent Health$7,896,679$3,178,226 ▲67.4%701,9270.6%Computer and TechnologyPTENPatterson-UTI Energy$7,847,826$2,139,200 ▲37.5%950,1000.6%Oils/EnergyIPARInter Parfums$7,781,447$6,799,725 ▼-46.6%59,1700.6%Consumer DiscretionaryASPNAspen Aerogels$5,804,509$136,917 ▲2.4%488,5950.4%ConstructionEGPEastGroup Properties$4,404,969$780,463 ▲21.5%27,4470.3%FinanceCGThe Carlyle Group$4,128,618$148,441 ▼-3.5%81,7710.3%FinanceCFGCitizens Financial Group$3,943,782$1,414,629 ▲55.9%90,1230.3%FinanceEQTEQT$3,922,117$92,358 ▲2.4%85,0600.3%Oils/EnergyPERMIAN RESOURCES CORP$3,854,832$1,178,010 ▲44.0%268,0690.3%CLASS A COMAALAmerican Airlines Group$3,844,953$3,844,953 ▲New Holding220,5940.3%TransportationSMURFIT WESTROCK PLC$3,811,888$697,272 ▲22.4%70,7740.3%SHSUDRUDR$3,718,978$444,779 ▼-10.7%85,6710.3%FinanceIPInternational Paper$3,649,642$414,683 ▼-10.2%67,8120.3%Basic MaterialsCUBECubeSmart$3,445,997$595,786 ▲20.9%80,4200.3%FinanceBRKRBruker$3,439,294$1,000,526 ▲41.0%58,6710.3%Computer and TechnologyAVTRAvantor$3,324,762$3,324,762 ▲New Holding157,7960.3%MedicalENTGEntegris$3,317,321$878,662 ▲36.0%33,4880.3%Computer and TechnologyCMSCMS Energy$3,252,253$75,648 ▲2.4%48,7960.3%UtilitiesNINiSource$3,106,588$1,228,630 ▼-28.3%84,5100.2%UtilitiesALLYAlly Financial$3,045,690$3,045,690 ▲New Holding84,5790.2%FinancePNRPentair$3,014,571$1,155,549 ▼-27.7%29,9540.2%Business ServicesXPOXPO$3,000,712$1,270,319 ▼-29.7%22,8800.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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