SANDERS MORRIS HARRIS LLC
SANDERS MORRIS HARRIS LLC runs SANDERS MORRIS HARRIS LLC and currently holds 75 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $172.41M. Their top holdings are MSIF, CSWC, AAPL, BX, XOM. The top five represent 50.0% of reported portfolio weight. SANDERS MORRIS HARRIS LLC ranks #672 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SANDERS MORRIS HARRIS LLC initiated 3 new positions. They added to 4 existing positions. They trimmed 40 positions. Their current best-performing preview position is MU with returns of +241.67%.
75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MSIF MSC INCOME FUND INC | 15.19% | $12.06 | $12.79 | +6.05% | Added +25.30% |
CSWC CAPITAL SOUTHWEST CORP | 10.48% | $22.12 | $24.96 | +12.84% | Trimmed -31.60% |
AAPL APPLE INC | 9.67% | $253.79 | $309.35 | +21.89% | Trimmed -57.07% |
BX BLACKSTONE INC | 8.32% | $114.99 | $143.37 | +24.68% | Trimmed -8.27% |
XOM EXXON MOBIL CORP | 6.35% | $169.66 | $165.11 | -2.68% | Trimmed -13.06% |
MAIN MAIN STR CAP CORP | 6.00% | $52.96 | $58.30 | +10.07% | Trimmed -15.89% |
LLY ELI LILLY & CO | 4.31% | $919.77 | $1,254.77 | +36.42% | Trimmed -18.47% |
PM PHILIP MORRIS INTL INC | 3.81% | $165.34 | $188.29 | +13.88% | Trimmed -28.63% |
NVDA NVIDIA CORPORATION | 3.08% | $174.40 | $214.76 | +23.14% | Trimmed -85.30% |
RKLB ROCKET LAB CORP | 2.59% | $64.22 | $72.57 | +13.00% | Trimmed -15.29% |
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