Long-term investor

Sanders Morris Harris LLC @sandersmorrisharrisllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001053994).

Record

  • Tracked since 2025-06-30 (446 days), 784 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +11.4% · all +11.4%
  • Max drawdown n/a · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSIF · 15.2% · long · since 2025-06-30
  • CSWC · 10.5% · long · since 2025-06-30
  • AAPL · 9.7% · long · since 2025-06-30
  • BX · 8.3% · long · since 2025-06-30
  • XOM · 6.3% · long · since 2025-06-30
  • 56035L104 · 6.0% · long · since 2025-06-30
  • LLY · 4.3% · long · since 2025-06-30
  • PM · 3.8% · long · since 2025-06-30
  • NVDA · 3.1% · long · since 2025-06-30
  • RKLB · 2.6% · long · since 2025-06-30
  • MO · 2.4% · long · since 2025-06-30
  • TSLA · 1.9% · long · since 2025-06-30

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