Financial Investment Mesirow M – GuruFocus.com

Mesirow Financial Investment Management, Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

353 N. CLARK ST. CHICAGO, IL 60654

According to the latest 13F report, the guru’s stock portfolio contained 69 stocks valued at a total of $21.00 million. Top holdings were UFPT (3.05%), TALO (2.50%) and SP (2.32%).

According to data from GuruFocus, these were Mesirow Financial Investment Management, Inc.’s top five deals of the quarter.

Malibu Boats Inc

The guru established a new position worth 5,779 shares in NAS:MBUU, giving the stock a 1.48% weighting in the equity portfolio. The shares traded at an average price of $54.35 during the quarter.

On 7/20/2022, Malibu Boats Inc traded at a price of $58.337 per share and a market capitalization of $1.19 billion. The stock has returned -26.36% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Malibu Boats Inc has a price/earnings ratio of 8.22, a price/book ratio of 2.51, a price/earnings/growth (PEG) ratio of 0.33, an EV/Ebitda ratio of 5.50 and a price-to-sales ratio of 1.03.

The GF price/value ratio is 0.71, giving the stock a GF value rank of 10.

Inotiv inc.

The guru sold his 16,676-share investment in NAS:NOTV. Previously, the stock had a weighting of 1.47% in the equity portfolio. The shares traded at an average price of $16.91 during the quarter.

On 7/20/2022, Inotiv Inc traded at a price of $14.63 per share and a market capitalization of $367.16 million. The stock has returned -47.54% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Inotiv Inc has a price-to-book ratio of 0.59, an EV/Ebitda ratio of -12.28 and a price-to-sales ratio of 1.12.

The GF price/value ratio is 0.83, giving the stock a GF value rank of 8.

AMMO inc.

The guru sold his 89,039 share investment in NAS:POWW. Previously, the stock had a weighting of 1.44% in the equity portfolio. The shares traded at an average price of $4.16 during the quarter.

On 7/20/2022, AMMO Inc traded at a price of $4.605 per share and a market capitalization of $530.48 million. The stock has returned -39.17% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, AMMO Inc has a price/earnings ratio of 18.20, a price/book ratio of 1.42, an EV/Ebitda ratio of 9.40 and a price/sales ratio of 2.24.

The GF price/value ratio is 0.33, giving the stock a GF value rank of 2.

Denny’s Corp.

The guru sold his 29,326 share investment in NAS:DENN. Previously, the stock had a weighting of 1.42% in the equity portfolio. The shares traded at an average price of $11.09 during the quarter.

On 7/20/2022, Denny’s Corp traded at a price of $9.27 per share and a market capitalization of $570.22 million. The stock has returned -36.97% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Denny’s Corp has a price/earnings ratio of 7.77, a price/earnings/growth (PEG) ratio of 2.35, an EV/EBITDA ratio of 6.80 and a price/sales ratio of 1. ,42.

The GF price-to-value ratio is 0.60, giving the stock a GF value rank of 8.

Arlo Technologies Inc.

The guru established a new position worth 46,384 shares in NYSE:ARLO, giving the stock a 1.41% weighting in the equity portfolio. The shares traded at an average price of $7.34 during the quarter.

On 7/20/2022, Arlo Technologies Inc traded at a price of $7.18 per share and a market capitalization of $607.16 million. The stock has returned 13.84% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Arlo Technologies Inc has a price to book ratio of 5.35, an EV to EBITDA ratio of -11.91 and a price to sales ratio of 1.24.

The GF price-to-value ratio is 1.00, giving the stock a GF value rank of 6.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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