Supply chain

from SEC filings · 0 direct ties

100%

Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.

Intraday

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Who owns Mesabi Trust

64 institutional managers report a position in Mesabi Trust worth $167.7M between them, filed on form 13F for the quarter ending 2026-06-30. 6 of them hold 80% of it, the largest being Horizon Asset Management LLC at 48.56%.

Institutional holders

13f · as of Jun 30 · 64 managers

ManagerValue% baseQtr shares

Horizon Asset Management LLC$81.5M48.56%+2.50%

Valueworks LLC$16.9M10.10%+3.58%

CWA Asset Management Group, LLC$13.1M7.83%+15.98%

First Manhattan Co$10.0M5.98%+27.84%

MAD River Investors$8.2M4.88%+0.68%

Advisory Services Network, LLC$4.7M2.80%+0.56%

Moors & Cabot, Inc.$4.5M2.69%−1.47%

EagleClaw Capital Managment, LLC$4.3M2.57%+0.47%

Morgan Stanleybroad$2.9M1.71%−0.66%

Bank of New York Mellon Corpbroad$2.6M1.53%+1.26%

SEI Investments Cobroad$2.1M1.27%−50.00%

Lido Advisors, LLC$2.0M1.21%0.00%

Geode Capital Management, LLCbroad$1.5M0.90%+3.72%

Royal Bank of Canadabroad$1.4M0.83%+7.26%

Bank of America Corpbroad$1.1M0.67%−74.89%

Citadel Advisors LLCbroad$888,0300.53%+6.04%

JPMorgan Chase & Cobroad$873,3390.52%new

Pecaut & Co.$859,2640.51%0.00%

NBC Securities, Inc.$777,7720.46%0.00%

Steward Partners Investment Advisory, LLC$623,3410.37%+1.56%

Commonwealth Equity Services, LLC$457,2100.27%−4.94%

Wells Fargo & Companybroad$446,7460.27%−1.86%

Russell Investments Group, Ltd.broad$432,0480.26%0.00%

Westmount Partners, LLC$426,4550.25%0.00%

One Charles Private Wealth Services, LLC$410,6190.24%−5.98%

39 more managers in the register

6 managers hold 80% of the $167.7M institutional base. The other 58 hold the rest.

Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.

Held alongside

active managers · 10 broad holders set aside

LB29.16%

via Horizon Asset Management LLC, First Manhattan Co, MAD River Investors +3 more · 48.56% of MSB, 20.31% of LB

CVEO23.55%

via Horizon Asset Management LLC · 48.56% of MSB, 23.55% of CVEO

FTLF22.93%

via Horizon Asset Management LLC, Steward Partners Investment Advisory, LLC · 48.56% of MSB, 22.56% of FTLF

TPL21.18%

via Horizon Asset Management LLC, First Manhattan Co, MAD River Investors +2 more · 48.56% of MSB, 18.09% of TPL

HE16.82%

via Horizon Asset Management LLC, MAD River Investors, Moors & Cabot, Inc. +1 more · 48.56% of MSB, 15.23% of HE

EROK15.72%

via Horizon Asset Management LLC, First Manhattan Co · 48.56% of MSB, 9.74% of EROK

Managers holding a meaningful stake in MSB also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.

Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.