Mesirow Financial Investment Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

VITAL FARMS INC

When it comes to investing, it's always important to stay ahead of the game. Keeping track of the changes in holdings of funds can provide valuable insights into market trends and investor sentiment. In this article, we will be examining the Q3 2023 vs. Q4 2023 13F holdings comparison of Mesirow Financial Investment Management, Inc.

One significant holding worth mentioning is VITAL FARMS INC. In both Q3 and Q4 of 2023, Mesirow Financial Investment Management, Inc. maintained a consistent position with 34,681 shares. However, there was a slight increase in value from $401,000 in Q3 to $535,000 in Q4, representing a 33.4% change. This suggests that Mesirow Financial Investment Management, Inc. has confidence in the long-term potential of VITAL FARMS INC.

ALPHATEC HLDGS INC

Another notable holding is ALPHATEC HLDGS INC. Similar to VITAL FARMS INC, Mesirow Financial Investment Management, Inc. maintained the same number of shares at 31,573 in both quarters. However, there was a slight increase in value from $409,000 in Q3 to $469,000 in Q4, representing a 14.6% change. This indicates that Mesirow Financial Investment Management, Inc. sees potential in the growth of ALPHATEC HLDGS INC.

BIOLIFE SOLUTIONS INC

Moving on to BIOLIFE SOLUTIONS INC, we can see that Mesirow Financial Investment Management, Inc. maintained a consistent position with 26,710 shares in both quarters. There was also an increase in value from $368,000 in Q3 to $459,000 in Q4, representing a substantial 24.5% change. This suggests that Mesirow Financial Investment Management, Inc. is optimistic about the future prospects of BIOLIFE SOLUTIONS INC.

CANTALOUPE INC

In the case of CANTALOUPE INC, Mesirow Financial Investment Management, Inc. once again held the same number of shares at 60,144 for both Q3 and Q4. The value, however, saw a slight increase from $375,000 in Q3 to $427,000 in Q4, representing a 13.6% change. This could indicate that Mesirow Financial Investment Management, Inc. believes in the growth potential of CANTALOUPE INC.

MODINE MFG CO

Moving on to MODINE MFG CO, we can see that there was a slight decrease in the number of shares held by Mesirow Financial Investment Management, Inc. from 8,407 in Q3 to 7,091 in Q4. Despite this decrease, the value saw a slight increase from $384,000 in Q3 to $424,000 in Q4, representing a 10.3% change. This suggests that Mesirow Financial Investment Management, Inc. has confidence in the future performance of MODINE MFG CO.

BEL FUSE INC

Another holding worth noting is BEL FUSE INC. Mesirow Financial Investment Management, Inc. maintained a consistent position with 6,788 shares in both quarters. The value, however, saw a significant increase from $323,000 in Q3 to $416,000 in Q4, representing a notable 28.6% change. This indicates that Mesirow Financial Investment Management, Inc. sees potential in the growth of BEL FUSE INC.

NERDWALLET INC

Moving on to NERDWALLET INC, we can see that Mesirow Financial Investment Management, Inc. held the same number of shares at 29,823 in both quarters. The value also increased from $265,000 in Q3 to $409,000 in Q4, representing a significant 54.6% change. This suggests that Mesirow Financial Investment Management, Inc. has high expectations for the future growth of NERDWALLET INC.

HARMONIC INC

In the case of HARMONIC INC, Mesirow Financial Investment Management, Inc. maintained a consistent position with 31,652 shares in both quarters. The value also increased from $304,000 in Q3 to $402,000 in Q4, representing a substantial 31.9% change. This indicates that Mesirow Financial Investment Management, Inc. is optimistic about the future prospects of HARMONIC INC.

OLD SECOND BANCORP INC ILL

Moving on to OLD SECOND BANCORP INC ILL, we can see that Mesirow Financial Investment Management, Inc. once again held the same number of shares at 26,214 for both Q3 and Q4. The value, however, saw a slight increase from $356,000 in Q3 to $401,000 in Q4, representing a 12.6% change. This could indicate that Mesirow Financial Investment Management, Inc. believes in the growth potential of OLD SECOND BANCORP INC ILL.

STERLING INFRASTRUCTURE INC

In the case of STERLING INFRASTRUCTURE INC, Mesirow Financial Investment Management, Inc. held the same number of shares at 5,169 in both quarters. The value, however, saw a slight decrease from $379,000 in Q3 to $394,000 in Q4, representing a 4% change. This suggests that Mesirow Financial Investment Management, Inc. remains cautiously optimistic about the future prospects of STERLING INFRASTRUCTURE INC.

UFP TECHNOLOGIES INC

Lastly, let's take a look at UFP TECHNOLOGIES INC. Mesirow Financial Investment Management, Inc. held the same number of shares at 2,475 in both quarters. The value, however, saw a slight decrease from $399,000 in Q3 to $391,000 in Q4, representing a -2% change. This suggests that Mesirow Financial Investment Management, Inc. is taking a more cautious approach to UFP TECHNOLOGIES INC.

In conclusion, Mesirow Financial Investment Management, Inc. made some interesting moves in its 13F holdings for Q3 and Q4 of 2023. From maintaining consistent positions to making adjustments in the number of shares, these changes reflect the ever-evolving nature of the investment landscape. Investors should pay close attention to these holdings and consider them in relation to their own investment strategies.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered financial advice. The mentioned holdings are based on publicly available data and may have changed since the time of this analysis. Always do your own research and consult with a qualified financial advisor before making any investment decisions.