Sanders Morris Harris LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $500 Million distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $96.6M, Blackstone Inc. with a value of $68.9M, Apple Inc. with a value of $22M, Nvidia Corp with a value of $19.1M, and Capital Southwest Corp with a value of $16.1M.

Examining the 13F form we can see an increase of $299M in the current position value, from $201M to 500M.

Below you can find more details about Sanders Morris Harris LLC portfolio as well as his latest detailed transactions.

Portfolio value $500 Million
Financial Services: $125 Million
ETFs: $106 Million
Technology: $83.6 Million
Healthcare: $53.3 Million
Energy: $44.5 Million
Industrials: $26.5 Million
Communication Services: $23.7 Million
Consumer Cyclical: $16.5 Million
Other: $16.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $500 Million
  • Prior Value $201 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 122 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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