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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
GVIIshares Tr
Recent Activity
Decreased -12.5%
0.06%
$363,860
3,500 shares@ $103.96 avg price
FFord Mtr Co
Recent Activity
Decreased -5.62%
0.05%
$330,356
32,937 shares@ $10.03 avg price
BTMDBiote Corp
Recent Activity
Decreased -69.56%
0.05%
$329,947
55,083 shares@ $5.99 avg price
SCIService Corp Intl
Recent Activity
Decreased -32.76%
0.05%
$323,040
4,000 shares@ $80.76 avg price
INTCIntel Corp
Recent Activity
Decreased -0.54%
0.05%
$313,131
15,610 shares@ $20.06 avg price
RSVRWReservoir Media Inc
Recent Activity
Decreased -1.27%
0.05%
$288,296
231,650 shares@ $1.25 avg price
EXASExact Sciences Corp
Recent Activity
Decreased -4%
0.05%
$269,712
4,800 shares@ $56.19 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -15.09%
0.04%
$243,765
2,250 shares@ $108.34 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
Decreased -85.25%
0.04%
$223,493
23,948 shares@ $9.34 avg price
NMFCNew Mtn Fin Corp
Recent Activity
Decreased -5.16%
0.04%
$205,984
18,375 shares@ $11.22 avg price