SMH
FARM

Sanders Morris Harris’s Farmer Brothers FARM Stock Holding History

Sanders Morris Harris’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-218,238
Closed -$373K – 126
2025
Q3 		$373K Buy
218,238
+66,200
+44% +$115K 0.05% 202
2025
Q2 		$208K Hold
152,038
– – 0.05% 140
2025
Q1 		$338K Sell
152,038
-2,245
-1% -$4.84K 0.05% 194
2024
Q4 		$273K Hold
154,283
– – 0.04% 231
2024
Q3 		$305K Buy
154,283
+54,000
+54% +$139K 0.05% 211
2024
Q2 		$269K Buy
100,283
+30,122
+43% +$92.6K 0.04% 224
2024
Q1 		$250K Buy
+70,161
New +$244K 0.05% 225

Other funds holding FARM

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Sanders Morris Harris's FARM Position: Q4 2025 in Review

Sanders Morris Harris sold out of Farmer Brothers (FARM) in Q4 2025, closing a stake of 218,238 shares — an estimated $373K sold.

Sanders Morris Harris first reported a position in FARM in Q1 2024 and held it in 7 quarters. The position peaked at $373K in Q3 2025. 39 funds tracked by Wall St. Rank hold FARM as of Q4 2025.

  • Sanders Morris Harris reported no remaining Farmer Brothers position as of Q4 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 218,238 Farmer Brothers shares in Q4 2025, an estimated $373K.
  • Sanders Morris Harris first reported a position in Farmer Brothers in Q1 2024 and held it in 7 quarters.
  • Sanders Morris Harris's Farmer Brothers position peaked at $373K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Farmer Brothers as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.