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Portfolio (Quarterly) Guide ↗

SRH ADVISORS, LLC

· CIK 0001512779
13F Portfolio $347M AUM 293 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 40 Added 25 Reduced 8 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAIA MAIA BIOTECHNOLOGY INC Healthcare 653.0 $999.0 NEW $1.53 -15.0%
22 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 53.0 $840.0 NEW $15.85 +13.1%
23 BROOKFIELD ASSET MANAGMT LTD 6.0 $314.0 NEW $52.33
24 TLRY TILRAY BRANDS INC Healthcare 15.0 $135.0 NEW $9.00 -44.7%
Page 2 of 2  ·  24 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
Financial Services 62.9%
Technology 10.4%
Consumer Defensive 5.9%
Consumer Cyclical 5.5%
Utilities 3.8%
Communication Services 3.7%
Industrials 3.1%
Healthcare 2.6%
Real Estate 1.0%
Energy 0.8%