AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Harbert Fund Advisors reports a materially smaller, highly concentrated long equity portfolio as of 2025-09-30: total 13F long value $12.11 million across 7 reported holdings, down 63.7% from $33.33 million at 2025-06-30. Turnover in the quarter was large — the filing lists 3 new positions, 16 sold-out positions, 2 reductions, and 2 unchanged positions — producing a net reduction in position count and a large net divestment of prior holdings. The current portfolio is concen...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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