StockDriftsStockDriftsTop 50 Sanders Morris Harris LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSIF | MSC INCOME FUND INC | 15.19% | 2.26M | $26.2M | +25.30%(+457.00K) | $14.39(-14.65%) | 2026-06-30 | |
| CSWC | CAPITAL SOUTHWEST CORP | 10.48% | 760.0K | $18.1M | -31.60%(-351.18K) | $20.98(+19.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.67% | 57.6K | $16.7M | -57.07%(-76.56K) | $212.59(+44.26%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 8.32% | 121.9K | $14.3M | -8.27%(-11.00K) | $130.99(+10.89%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 6.35% | 80.0K | $10.9M | -13.06%(-12.03K) | $125.62(+27.16%) | 2026-06-30 | |
| MAIN | MAIN STR CAP CORP | 6% | 199.6K | $10.4M | -15.89%(-37.70K) | $41.31(+40.90%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.31% | 6.2K | $7.4M | -18.47%(-1.40K) | $567.67(+116.48%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 3.81% | 36.3K | $6.6M | -28.63%(-14.56K) | $163.08(+14.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.09% | 26.6K | $5.3M | -85.30%(-154.20K) | $149.06(+47.90%) | 2026-06-30 | |
| RKLB | ROCKET LAB CORP | 2.59% | 43.9K | $4.5M | -15.29%(-7.93K) | $25.95(+198.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.32% | +92.15% | +11.46% | +71.99% |
| Top 20 Holdings Unweighted | +22.89% | +85.60% | +10.14% | +62.07% |
Sanders Morris Harris LLC reports $172.41M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are MSIF (15.2%), CSWC (10.5%) and AAPL (9.7%). The top 20 holdings account for 84.02% of reported assets. Its disclosed equity book has returned +92.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sanders Morris Harris LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1053994). View Sanders Morris Harris LLC’s 13F filings on SEC