FIRST MANHATTAN CO. LLC.

Position in MSB — Mesabi Trust

CIK 728083 NEW YORK, NY

Position in MSB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,028,236

+$261,346 QoQ

Shares Held

396,373

+27.8% QoQ

Ownership

3.02%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 62 holders

Holding Since

Sep 2021

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Basic Materials · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $14,086,069 across 3 Steel names. MSB ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSB	Mesabi Trust This page	396,373	$10,028,236
2	NUE	Nucor Corp	12,179	$2,712,872
3	NWPX	NWPX Infrastructure, Inc.	8,970	$1,344,961

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,028,236	396,373	+27.8%	Shares	Sole	2026-08-14
2026-03-31	$9,766,890	310,060	+206606.7%	Shares	Sole	2026-05-15
2021-09-30	$4,456	150	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.