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Portfolio (Quarterly) Guide ↗

MSRH, LLC

· CIK 0002122489
13F Portfolio $113M AUM 29 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 4 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PBT Permian Basin Royalty Trust Energy 240,342.0 $5.2M 4.58% +1K +0.5% $21.52 +34.8%
2 HE Hawaiian Electric Industries Inc Utilities 167,460.0 $2.5M 2.20% +19K +13.1% $14.84 -10.8%
3 CRCL CIRCLE INTERNET GROUP INC Financial Services 6.0 $572.0 0.00% +5.0 +500.0% $95.33 +19.6%
4 FRMI FERMI INC Utilities 32.0 $187.0 +18.0 +128.6% $5.84 +11.4%

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
Energy 72.1%
Financial Services 25.1%
Utilities 2.3%
Real Estate 0.4%
Healthcare 0.1%
Technology 0.0%
Consumer Cyclical 0.0%
Basic Materials 0.0%
Industrials 0.0%