AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: SANDERS MORRIS HARRIS LLC
1. Portfolio Overview
The filing for Sanders Morris Harris LLC (SMH) as of December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure and risk profile. The total portfolio value plummeted by 81.9%, declining from $358.50 million to $64.72 million in a single quarter. This drastic reduction was driven by a massive restructuring effort that saw the firm exit 45 positions while ...
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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