SEC 13F Intelligence

Horizon Kinetics Asset Management LLC / MSB

Horizon Kinetics Asset Management LLC’s Mesabi Tr Position

Does Horizon Kinetics Asset Management LLC own Mesabi Tr (MSB)? Yes3.14M shares worth $99M (+1.07% of its 13F portfolio) as of Q1 2026, up from 3.03M shares the prior filed quarter.

Position Value
$99M
Q1 2026
Shares
3.14M
% of Portfolio
+1.07%
Quarters Held
15
currently held

Position History MSB

Reported value by quarter
Q3 ’22: $55MQ3 ’22Q4 ’22: $48MQ1 ’23: $74MQ1 ’23Q2 ’23: $60MQ3 ’23: $61MQ3 ’23Q4 ’23: $60MQ1 ’24: $46MQ1 ’24Q2 ’24: $45MQ3 ’24: $60MQ3 ’24Q4 ’24: $80MQ1 ’25: $79MQ1 ’25Q2 ’25: $71MQ3 ’25: $88MQ3 ’25Q4 ’25: $117MQ1 ’26: $99MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.14M$99M+1.07%
Q4 20253.03M$117M+1.58%
Q3 20253.00M$88M+1.07%
Q2 20252.96M$71M+0.84%
Q1 20252.90M$79M+0.90%
Q4 20242.84M$80M+0.99%
Q3 20242.66M$60M+0.90%
Q2 20242.62M$45M+0.79%
Q1 20242.60M$46M+0.87%
Q4 20232.92M$60M+1.25%
Q3 20233.05M$61M+1.21%
Q2 20232.96M$60M+1.30%
Q1 20232.95M$74M+1.43%
Q4 20222.68M$48M+0.80%
Q3 20222.57M$55M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Horizon Kinetics Asset Management LLC’s full portfolio or all institutional holders of MSB.