Smh Capital Advisors Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $16.6 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Compass Diversified Holdings with a value of $1.58M, Apollo Global Management, Inc. with a value of $1.33M, Main Street Capital Corp with a value of $1.01M, Vici Properties Inc. with a value of $802K, and Pennantpark Investment Corp with a value of $780K.

Examining the 13F form we can see an increase of $1.14M in the current position value, from $15.4M to 16.6M.

Below you can find more details about Smh Capital Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $16.6 Million
Financial Services: $9.75 Million
Real Estate: $2.17 Million
Industrials: $1.98 Million
Communication Services: $985,000
ETFs: $666,000
Energy: $551,000
Consumer Defensive: $263,000
Technology: $208,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $16.6 Million
  • Prior Value $15.4 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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