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Portfolio (Quarterly) Guide ↗

SANDERS MORRIS HARRIS LLC

· CIK 0001053994
13F Portfolio $631M AUM 297 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New 12 Added 2 Reduced 9 Exited
Page 14 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEW ERA ENERGY & DIGITAL INC 25,000.0 $46K 0.01% NEW $1.82
262 OS THERAPIES INCORPORATED 32,000.0 $45K 0.01% NEW $1.41
263 MGNX MACROGENICS INC Healthcare 12,345.0 $36K 0.01% NEW $2.89 +51.6%
264 ESPR ESPERION THERAPEUTICS INC NE Healthcare 11,100.0 $30K 0.01% NEW $2.74 +14.1%
265 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 11,880.0 $28K 0.00% NEW $2.37 +1.1%
266 RNTX REIN THERAPEUTICS INC Healthcare 20,000.0 $26K 0.00% NEW $1.30 -17.7%
267 CLEANSPARK INC 15,750.0 $4K 0.00% NEW $0.25
268 VOLITIONRX LTD 15,000.0 $3K NEW $0.20
269 P3 HEALTH PARTNERS INC 93,332.0 $467.0 NEW $0.01
270 ANGHAMI INC 33,333.0 $413.0 NEW $0.01
271 ROBO.AI INC. 10,000.0 $207.0 NEW $0.02
Page 14 of 14  ·  271 positions

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
Technology 29.6%
Financial Services 27.3%
Energy 13.0%
Healthcare 7.9%
Industrials 6.3%
Communication Services 5.3%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Basic Materials 0.9%
Utilities 0.6%