SHIM β€” SHIMMICK CORPORATION

Ownership history in SANDERS MORRIS HARRIS LLC  Β·  8 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported SHIMMICK CORPORATION (SHIM) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q1. The latest visible filing shows SHIM at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in SHIMMICK CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHIM was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SANDERS MORRIS HARRIS LLC held SHIM β€” position size vs. price
% of Fund (quarterly)    SHIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 758,397 -51,270 -6.3% 0.44% $2.8M 2026-04-09 $3.73
2025 Q3 ADDED 809,667 +60,494 +8.1% 0.28% $2.1M 2025-10-07 $2.70
2025 Q2 ADDED 749,173 +6,232 +0.8% 0.31% $1.3M 2025-07-30 $1.85
2025 Q1 ADDED 742,941 +30,276 +4.2% 0.21% $1.3M 2025-04-09 $1.37
2024 Q4 ADDED 712,665 +122,442 +20.7% 0.33% $2.2M 2025-01-15 $2.49
2024 Q3 REDUCED 590,223 -19,669 -3.2% 0.24% $1.5M 2024-10-09 $2.42
2024 Q2 ADDED 609,892 +46,788 +8.3% 0.16% $945K 2024-07-12 $1.81
2024 Q1 INITIATED 563,104 β€” β€” 0.60% $3.2M 2024-04-11 $3.55

🏒 Other funds also holding SHIM

As of 2026 Q1 β€” sorted by position size

THOMPSON DAVIS & CO., INC. 3Y 7Y 0.31% Avanza Fonder AB 0.0%

FAQ About SANDERS MORRIS HARRIS LLC and SHIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SANDERS MORRIS HARRIS LLC reported owning SHIM?

SANDERS MORRIS HARRIS LLC reported SHIM across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SHIM position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for SHIM was 0.60% in 2024 Q1.

What is the latest reported SHIM position on this page?

The most recent filing on this page is 2026 Q1, when SANDERS MORRIS HARRIS LLC reported 758,397 shares, equal to 0.44% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SHIM ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly SHIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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