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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 MIAMI INTERNATIONAL HOLDINGS 7,200.0 $280K 0.25% NEW $38.92
2 CCL CARNIVAL CORP Consumer Cyclical 455.0 $12K 0.01% NEW $25.88 -3.7%
3 ROYAL CARIBBEAN GROUP 32.0 $9K 0.01% NEW $275.19
4 BUR BURFORD CAPITAL LTD Financial Services 76.0 $325.0 NEW $4.28 +2.2%
5 CNTN CANTON STRATEGIC HOLDINGS IN Healthcare 2.0 $7.0 NEW $3.50 -6.9%

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%