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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
HRLHormel Foods Corp
Recent Activity
Increased 51.13%
0.09%
$536,673
16,850 shares@ $31.86 avg price
TIPTTiptree Inc
Recent Activity
Increased 66.67%
0.08%
$517,500
25,000 shares@ $20.7 avg price
RTAICollaborative Investmnt Ser
Recent Activity
Increased 1.32%
0.07%
$449,918
21,151 shares@ $21.28 avg price
ASPNAspen Aerogels Inc
Recent Activity
Increased 337.5%
0.07%
$436,450
35,000 shares@ $12.47 avg price
TSCOTractor Supply Co
Recent Activity
Increased 434.55%
0.06%
$401,016
7,350 shares@ $54.56 avg price
IJRIshares Tr
Recent Activity
Increased 0.9%
0.05%
$301,196
2,601 shares@ $115.81 avg price
OMABGrupo Aeroportuario Del Cent
Recent Activity
Increased 8.83%
0.04%
$257,446
3,700 shares@ $69.58 avg price
BHCBausch Health Cos Inc
Recent Activity
Increased 16.02%
0.04%
$233,539
28,975 shares@ $8.07 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.04%
$228,178
1,254 shares@ $181.97 avg price
EPEmpire Pete Corp
Recent Activity
Increased 6.3%
0.03%
$183,204
24,854 shares@ $7.38 avg price