SMH
PR

Sanders Morris Harris’s Permian Resources PR Stock Holding History

Sanders Morris Harris’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-161,933
Closed -$3.45M – 230
2026
Q1 		$3.45M Buy
+161,933
New +$2.8M 0.55% 37
2025
Q4 		– Sell
-224,079
Closed -$2.87M – 236
2025
Q3 		$2.87M Buy
224,079
+5,300
+2% +$72.7K 0.38% 39
2025
Q2 		$2.98M Sell
218,779
-5,300
-2% -$68.2K 0.71% 19
2025
Q1 		$3.1M Hold
224,079
– – 0.48% 37
2024
Q4 		$3.11M Sell
224,079
-101,500
-31% -$1.47M 0.46% 37
2024
Q3 		$4.43M Buy
325,579
+100,000
+44% +$1.47M 0.74% 22
2024
Q2 		$3.64M Hold
225,579
– – 0.6% 34
2024
Q1 		$3.98M Buy
+225,579
New +$3.31M 0.73% 25
2022
Q4 		– Sell
-606,656
Closed -$4.56M – 251
2022
Q3 		$4.56M Buy
+606,656
New +$4.19M 1.12% 14
2021
Q1 		– Sell
-12,200
Closed -$18K – 316
2020
Q4 		$18K Buy
+12,200
New +$12.6K ﹤0.01% 284

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sanders Morris Harris's PR Position: Q2 2026 in Review

Sanders Morris Harris sold out of Permian Resources (PR) in Q2 2026, closing a stake of 161,933 shares — an estimated $3.45M sold.

Sanders Morris Harris first reported a position in PR in Q4 2020 and held it in 10 quarters. The position peaked at $4.56M in Q3 2022. 55 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Sanders Morris Harris reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 161,933 Permian Resources shares in Q2 2026, an estimated $3.45M.
  • Sanders Morris Harris first reported a position in Permian Resources in Q4 2020 and held it in 10 quarters.
  • Sanders Morris Harris's Permian Resources position peaked at $4.56M in Q3 2022.
  • 55 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.