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Jeff Yass’s SEACOR Marine Holdings SMHI Stock Holding History

Jeff Yass’s Portfolio SMHI Stock Details SMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.6K Sell
11,188
-4,000
-26% -$29.7K ﹤0.01% 12596
2026
Q1 		$109K Buy
+15,188
New +$107K ﹤0.01% 12283
2025
Q4 		– Sell
-12,097
Closed -$78.5K – 13518
2025
Q3 		$78.5K Sell
12,097
-27,161
-69% -$165K ﹤0.01% 11689
2025
Q2 		$200K Buy
39,258
+2,821
+8% +$14.3K ﹤0.01% 11206
2025
Q1 		$184K Buy
36,437
+14,484
+66% +$89.4K ﹤0.01% 11025
2024
Q4 		$144K Sell
21,953
-22,854
-51% -$170K ﹤0.01% 11053
2024
Q3 		$432K Buy
44,807
+34,105
+319% +$400K ﹤0.01% 8809
2024
Q2 		$144K Sell
10,702
-44,522
-81% -$580K ﹤0.01% 10726
2024
Q1 		$770K Buy
55,224
+13,714
+33% +$159K ﹤0.01% 7492
2023
Q4 		$523K Buy
41,510
+14,780
+55% +$189K ﹤0.01% 8561
2023
Q3 		$371K Buy
+26,730
New +$324K ﹤0.01% 8903
2023
Q2 		– Sell
-140,271
Closed -$1.07M – 13052
2023
Q1 		$1.07M Buy
140,271
+108,325
+339% +$1.03M ﹤0.01% 6637
2022
Q4 		$293K Buy
+31,946
New +$248K ﹤0.01% 9159
2022
Q3 		– Sell
-12,904
Closed -$74K – 14050
2022
Q2 		$74K Sell
12,904
-5,620
-30% -$44.4K ﹤0.01% 11730
2022
Q1 		$149K Buy
+18,524
New +$90.3K ﹤0.01% 11569
2021
Q4 		– Sell
-25,299
Closed -$117K – 13841
2021
Q3 		$117K Sell
25,299
-3,357
-12% -$14.4K ﹤0.01% 11966
2021
Q2 		$126K Buy
28,656
+10,003
+54% +$44.1K ﹤0.01% 11964
2021
Q1 		$99K Buy
18,653
+1,089
+6% +$4.43K ﹤0.01% 11868
2020
Q4 		$48K Buy
+17,564
New +$37.2K ﹤0.01% 10758
2020
Q3 		– Sell
-12,307
Closed -$31K – 11098
2020
Q2 		$31K Buy
+12,307
New +$35.1K ﹤0.01% 9860
2017
Q3 		– Sell
-39,019
Closed -$794K – 9562
2017
Q2 		$794K Buy
+39,019
New +$747K ﹤0.01% 5748

Other funds holding SMHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jeff Yass's SMHI Position: Q2 2026 in Review

Jeff Yass reduced its SEACOR Marine Holdings (SMHI) stake by 26% in Q2 2026, selling an estimated $29.7K and leaving 11,188 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #12596.

Jeff Yass first reported a position in SMHI in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.07M in Q1 2023. 94 funds tracked by Wall St. Rank hold SMHI as of Q2 2026.

  • Jeff Yass held 11,188 shares of SEACOR Marine Holdings worth $85.6K as of Q2 2026.
  • Jeff Yass sold 4,000 SEACOR Marine Holdings shares in Q2 2026, an estimated $29.7K.
  • SEACOR Marine Holdings made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12596 holding.
  • Jeff Yass first reported a position in SEACOR Marine Holdings in Q2 2017 and has held it in 21 quarters since.
  • Jeff Yass's SEACOR Marine Holdings position peaked at $1.07M in Q1 2023.
  • 94 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.