Smh Capital Advisors Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $15.9 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $1.35M, Main Street Capital Corp with a value of $954K, Vici Properties Inc. with a value of $908K, Prospect Capital Corp with a value of $780K, and Carlyle Group Inc. with a value of $686K.

Examining the 13F form we can see an decrease of $648K in the current position value, from $16.6M to 15.9M.

Below you can find more details about Smh Capital Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $15.9 Million
Financial Services: $9.9 Million
Real Estate: $2.84 Million
Communication Services: $1.15 Million
Energy: $800,000
ETFs: $719,000
Consumer Defensive: $282,000
Technology: $233,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $15.9 Million
  • Prior Value $16.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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