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Portfolio (Quarterly) Guide ↗

SANDERS MORRIS HARRIS LLC

· CIK 0001053994
13F Portfolio $172M AUM 75 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 3 Added 41 Reduced 228 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL AEROSPACE INC 6,499.0 $1.4M 0.83% NEW $221.08
2 PSA PUBLIC STORAGE Real Estate 725.0 $231K 0.13% NEW $318.31 -1.5%
3 RYN RAYONIER INC Real Estate 10,000.0 $213K 0.12% NEW $21.28 -4.2%
4 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,200.0 $210K 0.12% NEW $49.98 +6.2%
5 DWSN DAWSON GEOPHYSICAL CO NEW Energy 20,000.0 $119K 0.07% NEW $5.94 -43.8%
6 SCM STELLUS CAP INVT CORP Financial Services 13,948.0 $117K 0.07% NEW $8.42 +3.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.3%
Technology 19.9%
Energy 10.2%
Consumer Defensive 9.9%
Industrials 7.3%
Healthcare 6.4%
Consumer Cyclical 5.1%
Communication Services 2.7%
Utilities 1.0%
Real Estate 0.7%