Mesirow Institutional Investment Management, Inc.

CHICAGO, IL · CIK 1947591 · 13F filing filed 2025-02-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChicago, IL

$1.3bn reported value -0.7% vs Q3 2024

131positions

15.7%in top 10

20 new 63 added 43 reduced 14 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KYNDRYL HLDGS INC COMMON STOCK KD	KD	672,653	$23.3m1.79%	1.79%	Reduced -133.1k	-133,092 -16.5%
2	FLUOR CORP NEW COM FLR	FLR	451,929	$22.3m1.71%	1.71%	Added +859	+859 0.2%
3	MERCURY SYS INC COM MRCY	MRCY	500,831	$21.0m1.62%	1.62%	Added +64.3k	+64,283 14.7%
4	E L F BEAUTY INC COM ELF	ELF	159,919	$20.1m1.54%	1.54%	Added +40.0k	+40,050 33.4%
5	PROSPERITY BANCSHARES INC COM PB	PB	260,924	$19.7m1.51%	1.51%	Reduced -619	-619 -0.2%
6	ALASKA AIR GROUP INC COM ALK	ALK	303,448	$19.6m1.51%	1.51%	Reduced -49.4k	-49,423 -14.0%
7	KEMPER CORP COM KMPR	KMPR	295,029	$19.6m1.51%	1.51%	Added +615	+615 0.2%
8	ANTERO RESOURCES CORP COM AR	AR	554,234	$19.4m1.49%	1.49%	Added +15.3k	+15,313 2.8%
9	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	176,945	$19.4m1.49%	1.49%	Reduced -28.3k	-28,321 -13.8%
10	BLACKSTONE MTG TR INC COM CL A BXMT	BXMT	1,096,110	$19.1m1.47%	1.47%	Added +223.5k	+223,461 25.6%
11	FIRST MERCHANTS CORP COM FRME	FRME	477,013	$19.0m1.46%	1.46%	Added +197.8k	+197,780 70.8%
12	GLOBUS MED INC CL A GMED	GMED	224,266	$18.5m1.43%	1.43%	Reduced -765	-765 -0.3%
13	ICU MED INC COM ICUI	ICUI	116,771	$18.1m1.39%	1.39%	Reduced -5.3k	-5,306 -4.3%
14	HANCOCK WHITNEY CORPORATION COM HWC	HWC	322,168	$17.6m1.36%	1.36%	Added +24.4k	+24,389 8.2%
15	GATES INDL CORP PLC ORD SHS 9666678D	9666678D	852,593	$17.5m1.35%	1.35%	Added +99.5k	+99,505 13.2%
16	SELECTIVE INS GROUP INC COM SIGI	SIGI	184,703	$17.3m1.33%	1.33%	Added +362	+362 0.2%
17	SIMMONS 1ST NATL CORP CL A $1 PAR SFNC	SFNC	774,619	$17.2m1.32%	1.32%	Reduced -156.3k	-156,321 -16.8%
18	COLUMBIA BKG SYS INC COM COLB	COLB	629,386	$17.0m1.31%	1.31%	Added +624	+624 0.1%
19	FIRST HORIZON CORPORATION COM FHN	FHN	834,847	$16.8m1.29%	1.29%	Reduced -151.1k	-151,124 -15.3%
20	KONTOOR BRANDS INC COM KTB	KTB	194,325	$16.6m1.28%	1.28%	Reduced -42.3k	-42,328 -17.9%
21	BOSTON BEER INC CL A SAM	SAM	54,441	$16.3m1.26%	1.26%	Added +107	+107 0.2%
22	FIRST INTST BANCSYSTEM INC COM FIBK	FIBK	496,889	$16.1m1.24%	1.24%	Added +59.6k	+59,615 13.6%
23	XENIA HOTELS & RESORTS INC COM XHR	XHR	1,075,515	$16.0m1.23%	1.23%	New
24	VERITEX HLDGS INC COM VBTX	VBTX	582,755	$15.8m1.22%	1.22%	Reduced -2.5k	-2,487 -0.4%
25	ENOVIS CORPORATION COM ENOV	ENOV	359,674	$15.8m1.21%	1.21%	Added +1.1k	+1,072 0.3%
26	RAMBUS INC DEL COM RMBS	RMBS	298,174	$15.8m1.21%	1.21%	Reduced -101.4k	-101,445 -25.4%
27	UNITED CMNTY BKS BLAIRSVLE G COM UCB	UCB	486,974	$15.7m1.21%	1.21%	New
28	FIRST WATCH RESTAURANT GROUP COM FWRG	FWRG	833,188	$15.5m1.19%	1.19%	New
29	CATALYST PHARMACEUTICALS INC COM CPRX	CPRX	742,295	$15.5m1.19%	1.19%	Reduced -58.5k	-58,503 -7.3%
30	ITT INC COM ITT	ITT	105,358	$15.1m1.16%	1.16%	Added +9.5k	+9,476 9.9%
31	RH COM RH	RH	38,230	$15.0m1.16%	1.16%	Reduced -5.6k	-5,554 -12.7%
32	NETSTREIT CORP COM NTST	NTST	1,059,811	$15.0m1.15%	1.15%	Added +429.9k	+429,882 68.2%
33	SYNOVUS FINL CORP COM NEW COM NEW		292,615	$15.0m1.15%	1.15%	New
34	HELIOS TECHNOLOGIES INC COM HLIO	HLIO	332,729	$14.9m1.14%	1.14%	Added +66.5k	+66,500 25.0%
35	HECLA MNG CO COM HL	HL	3,000,133	$14.7m1.13%	1.13%	Added +5.7k	+5,700 0.2%
36	TEXAS CAP BANCSHARES INC COM TCBI	TCBI	186,346	$14.6m1.12%	1.12%	Reduced -33.5k	-33,457 -15.2%
37	HALOZYME THERAPEUTICS INC COM HALO	HALO	302,148	$14.4m1.11%	1.11%	Added +82.6k	+82,643 37.6%
38	SURGERY PARTNERS INC COM SGRY	SGRY	677,464	$14.3m1.10%	1.10%	Added +77.6k	+77,603 12.9%
39	MUELLER WTR PRODS INC COM SER A MWA	MWA	634,729	$14.3m1.10%	1.10%	Reduced -173.8k	-173,805 -21.5%
40	AXALTA COATING SYS LTD COM AXTA	AXTA	414,635	$14.2m1.09%	1.09%	Added +849	+849 0.2%
41	WNS HLDGS LTD COM SHS WNS	WNS	299,231	$14.2m1.09%	1.09%	New
42	KITE RLTY GROUP TR COM NEW KRG	KRG	561,822	$14.2m1.09%	1.09%	Added +73.0k	+73,043 14.9%
43	AMPHASTAR PHARMACEUTICALS IN COM AMPH	AMPH	380,389	$14.1m1.09%	1.09%	Reduced -33.6k	-33,560 -8.1%
44	WAYFAIR INC CL A W	W	314,515	$13.9m1.07%	1.07%	Added +53.1k	+53,129 20.3%
45	ALLEGIANT TRAVEL CO COM ALGT	ALGT	146,944	$13.8m1.06%	1.06%	New
46	MATADOR RES CO COM MTDR	MTDR	245,750	$13.8m1.06%	1.06%	Added +66.4k	+66,376 37.0%
47	PEGASYSTEMS INC COM PEGA	PEGA	148,081	$13.8m1.06%	1.06%	New
48	INDEPENDENCE RLTY TR INC COM IRT	IRT	695,330	$13.8m1.06%	1.06%	Reduced -75.2k	-75,226 -9.8%
49	SPROUTS FMRS MKT INC COM SFM	SFM	108,473	$13.8m1.06%	1.06%	Reduced -30.5k	-30,532 -22.0%
50	LANTHEUS HLDGS INC COM LNTH	LNTH	153,797	$13.8m1.06%	1.06%	Added +29.8k	+29,774 24.0%
51	BRIGHT HORIZONS FAM SOL IN D COM BFAM	BFAM	123,888	$13.7m1.06%	1.06%	Added +2.4k	+2,400 2.0%
52	ACV AUCTIONS INC COM CL A COM CL A		627,256	$13.5m1.04%	1.04%	New
53	HAYWARD HLDGS INC COM HAYW	HAYW	879,622	$13.4m1.03%	1.03%	Reduced -7.0k	-7,029 -0.8%
54	CALIX INC COM CALX	CALX	385,323	$13.4m1.03%	1.03%	Added +23.6k	+23,646 6.5%
55	ADMA BIOLOGICS INC COM ADMA	ADMA	782,451	$13.4m1.03%	1.03%	Reduced -219.5k	-219,452 -21.9%
56	DYNEX CAP INC COM DX	DX	1,059,976	$13.4m1.03%	1.03%	Added +239.1k	+239,053 29.1%
57	KORN FERRY COM NEW KFY	KFY	198,383	$13.4m1.03%	1.03%	Added +16.4k	+16,357 9.0%
58	ENERPAC TOOL GROUP CORP CL A COM EPAC	EPAC	323,969	$13.3m1.02%	1.02%	Added +11.6k	+11,608 3.7%
59	ARMADA HOFFLER PPTYS INC COM AHRT	AHRT	1,294,579	$13.2m1.02%	1.02%	Added +100.7k	+100,660 8.4%
60	BRINKS CO COM BCO	BCO	138,267	$12.8m0.99%	0.99%	Reduced -18.3k	-18,315 -11.7%
61	TECHNIPFMC PLC COM FTI	FTI	441,990	$12.8m0.98%	0.98%	Reduced -70.8k	-70,785 -13.8%
62	OCEANFIRST FINL CORP COM OCFC	OCFC	697,788	$12.6m0.97%	0.97%	Added +178.8k	+178,761 34.4%
63	APTARGROUP INC COM ATR	ATR	80,169	$12.6m0.97%	0.97%	Reduced -7.4k	-7,408 -8.5%
64	NORTHWEST NAT HLDG CO COM NWN	NWN	301,490	$11.9m0.92%	0.92%	Reduced -1.2k	-1,239 -0.4%
65	TRONOX HOLDINGS PLC SHS TROX	TROX	1,178,476	$11.9m0.91%	0.91%	Reduced -57.8k	-57,812 -4.7%
66	DARLING INGREDIENTS INC COM DAR	DAR	351,572	$11.8m0.91%	0.91%	Added +679	+679 0.2%
67	ATLAS ENERGY SOLUTIONS INC COM NEW AESI	AESI	518,838	$11.5m0.89%	0.89%	Added +40.7k	+40,749 8.5%
68	STAG INDL INC COM STAG	STAG	333,340	$11.3m0.87%	0.87%	Reduced -75.2k	-75,191 -18.4%
69	MERIT MED SYS INC COM MMSI	MMSI	113,438	$11.0m0.84%	0.84%	Added +689	+689 0.6%
70	PIPER SANDLER COMPANIES COM PJC	PJC	36,358	$10.9m0.84%	0.84%	Reduced -2.9k	-2,906 -7.4%
71	O-I GLASS INC COM OI	OI	1,004,136	$10.9m0.84%	0.84%	New
72	ALKERMES PLC SHS ALKS	ALKS	376,867	$10.8m0.83%	0.83%	New
73	SOUTHSTATE CORPORATION COM SSB	SSB	108,867	$10.8m0.83%	0.83%	Reduced -30.2k	-30,154 -21.7%
74	PLYMOUTH INDL REIT INC COM PLYM	PLYM	586,117	$10.4m0.80%	0.80%	New
75	MERITAGE HOMES CORP COM MTH	MTH	67,353	$10.4m0.80%	0.80%	Added +14.6k	+14,588 27.6%
76	LEVI STRAUSS & CO NEW CL A COM STK LEVI	LEVI	595,215	$10.3m0.79%	0.79%	New
77	NATIONAL STORAGE AFFILIATES COM SHS BEN IN NSA	NSA	268,809	$10.2m0.78%	0.78%	Added +40.9k	+40,922 18.0%
78	PORTLAND GEN ELEC CO COM NEW POR	POR	233,204	$10.2m0.78%	0.78%	Reduced -1.1k	-1,058 -0.5%
79	EVOLENT HEALTH INC CL A EVH	EVH	701,927	$7.9m0.61%	0.61%	Added +282.5k	+282,509 67.4%
80	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	950,100	$7.8m0.60%	0.60%	Added +259.0k	+258,983 37.5%
81	INTERPARFUMS INC COM IPAR	IPAR	59,170	$7.8m0.60%	0.60%	Reduced -51.7k	-51,705 -46.6%
82	ASPEN AEROGELS INC COM ASPN	ASPN	488,595	$5.8m0.45%	0.45%	Added +11.5k	+11,525 2.4%
83	EASTGROUP PPTYS INC COM EGP	EGP	27,447	$4.4m0.34%	0.34%	Added +4.9k	+4,863 21.5%
84	CARLYLE GROUP INC COM CG	CG	81,771	$4.1m0.32%	0.32%	Reduced -2.9k	-2,940 -3.5%
85	CITIZENS FINL GROUP INC COM CFG	CFG	90,123	$3.9m0.30%	0.30%	Added +32.3k	+32,327 55.9%
86	EQT CORP COM EQT	EQT	85,060	$3.9m0.30%	0.30%	Added +2.0k	+2,003 2.4%
87	PERMIAN RESOURCES CORP CLASS A COM PR	PR	268,069	$3.9m0.30%	0.30%	Added +81.9k	+81,920 44.0%
88	AMERICAN AIRLS GROUP INC COM AAL	AAL	220,594	$3.8m0.30%	0.30%	New
89	SMURFIT WESTROCK PLC SHS SW	SW	70,774	$3.8m0.29%	0.29%	Added +12.9k	+12,946 22.4%
90	UDR INC COM UDR	UDR	85,671	$3.7m0.29%	0.29%	Reduced -10.2k	-10,246 -10.7%
91	INTERNATIONAL PAPER CO COM IP	IP	67,812	$3.6m0.28%	0.28%	Reduced -7.7k	-7,705 -10.2%
92	CUBESMART COM CUBE	CUBE	80,420	$3.4m0.27%	0.27%	Added +13.9k	+13,904 20.9%
93	BRUKER CORP COM BRKR	BRKR	58,671	$3.4m0.26%	0.26%	Added +17.1k	+17,068 41.0%
94	AVANTOR INC COM AVTR	AVTR	157,796	$3.3m0.26%	0.26%	New
95	ENTEGRIS INC COM ENTG	ENTG	33,488	$3.3m0.26%	0.26%	Added +8.9k	+8,870 36.0%
96	CMS ENERGY CORP COM CMS	CMS	48,796	$3.3m0.25%	0.25%	Added +1.1k	+1,135 2.4%
97	NISOURCE INC COM NI	NI	84,510	$3.1m0.24%	0.24%	Reduced -33.4k	-33,423 -28.3%
98	ALLY FINL INC COM ALLY	ALLY	84,579	$3.0m0.23%	0.23%	New
99	PENTAIR PLC SHS PNR	PNR	29,954	$3.0m0.23%	0.23%	Reduced -11.5k	-11,482 -27.7%
100	XPO INC COM XPO	XPO	22,880	$3.0m0.23%	0.23%	Reduced -9.7k	-9,686 -29.7%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ATI INC ATI	ATI	257,424	$17.2m257.4k shares
LIVANOVA PLC LIVN	LIVN	280,729	$14.7m280.7k shares
HOWARD HUGHES HOLDINGS INC HHH	HHH	177,529	$13.7m177.5k shares
LAZARD INC LAZ	LAZ	268,990	$13.6m269.0k shares
Q2 HLDGS INC QTWO	QTWO	165,499	$13.2m165.5k shares
STONECO LTD STNE	STNE	1,085,071	$12.2m1.1m shares
GENTEX CORP GNTX	GNTX	411,239	$12.2m411.2k shares
COPA HOLDINGS SA CPA	CPA	127,200	$11.9m127.2k shares
VEECO INSTRS INC DEL VECO	VECO	330,341	$10.9m330.3k shares
JELD-WEN HLDG INC JELD	JELD	678,133	$10.7m678.1k shares
INGEVITY CORP NGVT	NGVT	213,807	$8.3m213.8k shares
SUNSTONE HOTEL INVS INC NEW SHO	SHO	629,119	$6.5m629.1k shares
ALLIANT ENERGY CORP LNT	LNT	63,908	$3.9m63.9k shares
AXIS CAP HLDGS LTD AXS	AXS	38,747	$3.1m38.7k shares