Position in EVR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,121,600
+$643,950 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#20
of 190 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Harbor Advisors LLC holds $34,715,421 across 9 Capital Markets names. EVR ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
186,832 | $16,261,857 | |
| 2 | PJT |
PJT Partners Inc.
|
41,519 | $6,266,877 | |
| 3 | EVR |
Evercore Inc.
This page
|
15,000 | $5,121,600 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
25,000 | $3,353,250 | |
| 5 | MS |
Morgan Stanley
|
6,608 | $1,381,336 | |
| 6 | MC |
Moelis & Co
|
14,800 | $968,216 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
15,000 | $749,700 | |
| 8 | GS |
Goldman Sachs Group Inc
|
500 | $505,685 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,121,600 | 15,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,477,650 | 15,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,103,750 | 15,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,059,800 | 15,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,050,300 | 15,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,995,800 | 15,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,157,850 | 15,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,800,100 | 15,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,126,450 | 15,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,888,850 | 15,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,565,750 | 15,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,068,200 | 15,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,853,850 | 15,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,730,700 | 15,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,636,200 | 15,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,233,750 | 15,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,404,150 | 15,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,669,800 | 15,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,037,750 | 15,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,005,050 | 15,000 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,111,550 | 15,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,976,100 | 15,000 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,644,600 | 15,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $981,900 | 15,000 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $883,800 | 15,000 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $690,900 | 15,000 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||