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David Block

@Sanders Morris Harris Llc

Latest period2024 - Q4ReportedManaged Assets$669.897MTotal holdings291
Assets growth rate11.12%Assets growth rate (2-Q avg)5.06%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanders Morris Harris Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 291 positions.

Assets under management

The assets under management (AUM) of Sanders Morris Harris Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 669.897M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by David Block, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DVYIshares Tr
Recent Activity
New Position
0.4%
$2.657M
20,237 shares@ $131.3 avg price
SNYRSynergy Chc Corp
Recent Activity
New Position
0.26%
$1.703M
378,555 shares@ $4.51 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.22%
$1.437M
23,500 shares@ $61.13 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.17%
$1.092M
1,046 shares@ $1044.18 avg price
FLNCFluence Energy Inc
Recent Activity
New Position
0.13%
$812,000
50,000 shares@ $16.24 avg price
WYNNWynn Resorts Ltd
Recent Activity
New Position
0.1%
$665,100
7,500 shares@ $88.68 avg price
EXEExpand Energy Corporation
Recent Activity
New Position
0.09%
$536,669
5,555 shares@ $96.62 avg price
LUNRIntuitive Machines Inc
Recent Activity
New Position
0.07%
$454,233
24,700 shares@ $18.39 avg price
RDDTReddit Inc
Recent Activity
New Position
0.06%
$396,832
2,428 shares@ $163.44 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.06%
$357,690
5,900 shares@ $60.63 avg price