SANDERS MORRIS HARRIS LLC

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
297
Total value ($000)
$630,838
Net value change ($000)
+566,119 (874.7%)
New positions
266
Sold out positions
8
Turnover %
88.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 34,048 NEW
NVDA 31,528 NEW
EPD 30,354 NEW
CSWC 24,579 NEW
MSIF 22,002 NEW
SPY 16,390 3968.5%
XOM 15,619 NEW
BX 15,287 NEW
MAIN 12,565 NEW
MSFT 10,479 NEW
Top Reduces (Value $000, Stocks/ETFs)
JBS -2,522 -100.0%
BABA -2,135 -73.9%
SLB -1,455 -100.0%
GDX -867 -100.0%
VNET -826 -100.0%
VOLATILITY SHS TR -745 -100.0%
ARM -404 -100.0%
GBTC -259 -100.0%
NVT -208 -100.0%
IBIT -125 -21.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type