Portfolio (Quarterly) Guide ↗

Mesirow Financial Investment Management, Inc.

· CIK 0001469475

13F Portfolio $6.2B AUM 517 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 54 New 323 Added 64 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NEWP	NEW PAC METALS CORP	Basic Materials	20,000	$70K	0.00%	SOLD
22	KLXE	KLX ENERGY SERVICS HOLDNGS I	Energy	12,000	$23K	—	SOLD

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Sector Allocation

Technology 25.5%

Financial Services 21.4%

Communication Services 12.0%

Industrials 10.5%

Healthcare 8.7%

Consumer Cyclical 7.8%

Consumer Defensive 6.3%

Energy 4.8%

Basic Materials 1.6%

Utilities 1.2%