Sanders Morris Harris LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $386 Million distributed in 165 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 $122M, Blackstone Inc. with a value of $77.7M, Capital Southwest Corp with a value of $30.6M, Enterprise Products Partners L.P. with a value of $22.8M, and Main Street Capital Corp with a value of $12.6M.

Examining the 13F form we can see an decrease of $235M in the current position value, from $621M to 386M.

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

Portfolio value $386 Million
ETFs: $134 Million
Financial Services: $131 Million
Energy: $46.8 Million
Technology: $24 Million
Consumer Cyclical: $13.2 Million
Healthcare: $11.7 Million
Communication Services: $6.97 Million
Industrials: $5.96 Million
Other: $8.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $386 Million
  • Prior Value $621 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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