Mesirow Financial Investment Management, Inc.
Annual return '25
+8.4%
SPY '25
+17.7%
Alpha
-9.3ptsvs SPY
Invested
$6.2B
Holdings
516
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 70.2% (963.9k → 287.2k shares)
7.6%
02
$MOAT
VANECK ETF TRUST
Q4 2025: Exited (was 2.63M shares)
4.2%
03
$AAPL
APPLE INC
Q4 2025: Increased +459.8% (1.05M → 5.90M shares)
4.0%
04
$IJR
ISHARES TR
Q4 2025: Exited (was 1.48M shares)
3.2%
05
$MSFT
MICROSOFT CORP
Q4 2025: Increased +708.7% (330.6k → 2.67M shares)
2.7%
06
$IVV
ISHARES TR
Q4 2025: Exited (was 242.0k shares)
2.6%
07
$FPAG
INVESTMENT MANAGERS SER TR I
Q4 2025: Exited (was 1.97M shares)
2.6%
08
$GOOG
ALPHABET INC
Q4 2025: Exited (was 561.8k shares)
2.5%
09
$ITOT
ISHARES TR
Q4 2025: Exited (was 1.02M shares)
2.4%
10
$IJH
ISHARES TR
Q4 2025: Exited (was 732.3k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:38 UTC.