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Portfolio (Quarterly) Guide ↗

Mesirow Financial Investment Management, Inc.

· CIK 0001469475
13F Portfolio $4.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 485 New
Page 25 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 10,069.0 $63K 0.00% NEW $6.27 -1.8%
482 DOUG DOUGLAS ELLIMAN INC Real Estate 18,500.0 $44K 0.00% NEW $2.37 -22.8%
483 CMU MFS HIGH YIELD MUN TR Financial Services 11,673.0 $41K 0.00% NEW $3.51 -5.3%
484 KLXE KLX ENERGY SERVICS HOLDNGS I Energy 12,000.0 $23K NEW $1.89 +68.3%
485 LIQTECH INTL INC 13,832.0 $20K NEW $1.46
Page 25 of 25  ·  485 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 21.6%
Communication Services 13.5%
Industrials 10.1%
Healthcare 9.2%
Consumer Cyclical 7.9%
Consumer Defensive 4.9%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.0%