The Analysis of ADVISORY RESEARCH INC's Holdings
Currently, ADVISORY RESEARCH INC holds 149 types of securities in its portfolio with a total value $761.4M. In the most recent quarter, they have increased their positions in DRVN (+665.8K shares, valued at $10.7M), MYE (+583.6K shares, valued at $9.9M), DJCO (+19.6K shares, valued at $9.1M); decreased their positions in BELFB (-197.3K shares, valued at $27.8M), TRS (-296.2K shares, valued at $11.4M), EXP (-35.0K shares, valued at $8.2M); initiated new positions in DRVN (+665.8K shares, valued at $10.7M), HLLY (+2.3M shares, valued at $7.1M), SSB (+47.9K shares, valued at $4.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD105.0K shares8.66%2025-09-302025-11-13
KAR OPENLANE INC1.0M shares21.26%2025-09-302025-11-13 TRS TRIMAS CORP750.6K shares-28.30%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC175.3K shares19.25%2025-09-302025-11-13 AVGO BROADCOM INC85.7K shares0.80%2025-09-302025-11-13 BELFB BEL FUSE INC193.6K shares-50.48%2025-09-302025-11-13 DJCO DAILY JOURNAL CORP57.5K shares51.87%2025-09-302025-11-13 PRSU PURSUIT ATTRACTIONS AND HOSP726.8K shares15.95%2025-09-302025-11-13 TPR TAPESTRY INC228.1K shares30.08%2025-09-302025-11-13 GOOGL ALPHABET INC91.9K shares47.26%2025-09-302025-11-13 MSFT MICROSOFT CORP41.8K shares28.74%2025-09-302025-11-13 MTG MGIC INVT CORP WIS750.1K shares16.34%2025-09-302025-11-13 JBTM JBT MAREL CORPORATION132.1K shares-1.34%2025-09-302025-11-13 LEGH LEGACY HOUSING CORP658.4K shares-0.02%2025-09-302025-11-13 CME CME GROUP INC61.1K shares19.25%2025-09-302025-11-13 ABBV ABBVIE INC70.0K shares16.43%2025-09-302025-11-13 PHIN PHINIA INC273.9K shares-16.87%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC133.6K shares17.53%2025-09-302025-11-13 PFGC PERFORMANCE FOOD GROUP CO141.2K shares-2.13%2025-09-302025-11-13 GSK GSK PLC316.8K shares31.75%2025-09-302025-11-13 META META PLATFORMS INC16.8K shares105.28%2025-09-302025-11-13 MYE MYERS INDS INC706.1K shares476.42%2025-09-302025-11-13 DRVN DRIVEN BRANDS HLDGS INC665.8K sharesnew addition2025-09-302025-11-13 KB KB FINL GROUP INC120.5K shares23.26%2025-09-302025-11-13 HUBB HUBBELL INC22.9K shares15.00%2025-09-302025-11-13 KDP KEURIG DR PEPPER INC377.7K shares13.96%2025-09-302025-11-13 EEX EMERALD HOLDING INC1.8M shares0.00%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC185.4K shares17.56%2025-09-302025-11-13 FERG FERGUSON ENTERPRISES INC32.8K shares7.02%2025-09-302025-11-13 LAMR LAMAR ADVERTISING CO NEW59.1K shares14.71%2025-09-302025-11-13 HLLY HOLLEY INC2.3M sharesnew addition2025-09-302025-11-13 UL UNILEVER PLC107.2K shares23.57%2025-09-302025-11-13 NIC NICOLET BANKSHARES INC42.1K shares-1.19%2025-09-302025-11-13 SGOV ISHARES TR51.1K shares-35.12%2025-09-302025-11-13 SSB SOUTHSTATE BK CORP47.9K sharesnew addition2025-09-302025-11-13 HMC HONDA MOTOR LTD144.9K shares15.99%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS69.7K shares0.00%2025-09-302025-11-13 WAL WESTERN ALLIANCE BANCORP46.7K shares4.08%2025-09-302025-11-13 HD HOME DEPOT INC9.8K shares1.87%2025-09-302025-11-13 SHV ISHARES TR35.8K shares-15.07%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS44.5K shares0.54%2025-09-302025-11-13 LRCX LAM RESEARCH CORP27.6K shares2.38%2025-09-302025-11-13 ORCL ORACLE CORP12.7K shares5.26%2025-09-302025-11-13 DAC DANAOS CORPORATION38.7K shares5.19%2025-09-302025-11-13 ALKT ALKAMI TECHNOLOGY INC137.2K shares121.16%2025-09-302025-11-13 VOO VANGUARD INDEX FDS5.5K shares-9.98%2025-09-302025-11-13 BELFA BEL FUSE INC28.3K shares0.00%2025-09-302025-11-13 EXP EAGLE MATLS INC13.9K shares-71.51%2025-09-302025-11-13 ACA ARCOSA INC33.6K shares0.00%2025-09-302025-11-13 IGIB ISHARES TR57.8K shares0.00%2025-09-302025-11-13 STLD STEEL DYNAMICS INC22.4K shares3.16%2025-09-302025-11-13 PBI PITNEY BOWES INC272.7K shares0.00%2025-09-302025-11-13 ABG ASBURY AUTOMOTIVE GROUP INC12.6K shares-1.50%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS38.6K shares48.80%2025-09-302025-11-13 AAPL APPLE INC11.8K shares-63.90%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP5.7K shares50.24%2025-09-302025-11-13 REVG REV GROUP INC50.0K shares-31.16%2025-09-302025-11-13 WBS WEBSTER FINL CORP47.5K shares0.00%2025-09-302025-11-13 BTI BRITISH AMERN TOB PLC51.5K sharesnew addition2025-09-302025-11-13 FRME FIRST MERCHANTS CORP72.3K shares-4.10%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND11.0K shares43.76%2025-09-302025-11-13 VVV VALVOLINE INC75.3K shares0.00%2025-09-302025-11-13 ARES ARES MANAGEMENT CORPORATION16.9K shares4.95%2025-09-302025-11-13 AMGN AMGEN INC9.4K sharesnew addition2025-09-302025-11-13 OSW ONESPAWORLD HOLDINGS LIMITED125.6K shares0.00%2025-09-302025-11-13 NTAP NETAPP INC21.9K shares4.31%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS11.7K shares-9.40%2025-09-302025-11-13 EME EMCOR GROUP INC3.9K shares6.25%2025-09-302025-11-13 MCRI MONARCH CASINO & RESORT INC23.6K shares0.00%2025-09-302025-11-13 TAP MOLSON COORS BEVERAGE CO54.2K sharesnew addition2025-09-302025-11-13 JEF JEFFERIES FINL GROUP INC35.7K shares0.00%2025-09-302025-11-13 AX AXOS FINANCIAL INC27.5K shares3.87%2025-09-302025-11-13 VUSB VANGUARD BD INDEX FDS45.4K shares113.60%2025-09-302025-11-13 NCNO NCINO INC83.7K shares0.00%2025-09-302025-11-13 AZO AUTOZONE INC520 shares-11.86%2025-09-302025-11-13 HQY HEALTHEQUITY INC22.3K shares0.00%2025-09-302025-11-13 EHC ENCOMPASS HEALTH CORP16.2K shares4.09%2025-09-302025-11-13 IGSB ISHARES TR36.9K shares106.90%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.6.1K shares-10.55%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T10.0K shares-4.06%2025-09-302025-11-13 BAC BANK AMERICA CORP33.5K shares-3.72%2025-09-302025-11-13 NRG NRG ENERGY INC10.5K shares4.09%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO5.1K shares-4.34%2025-09-302025-11-13 MBB ISHARES TR17.5K shares0.00%2025-09-302025-11-13 MTN VAIL RESORTS INC11.1K shares0.00%2025-09-302025-11-13 CDW CDW CORP10.0K shares-3.56%2025-09-302025-11-13 FLYW FLYWIRE CORPORATION116.3K sharesnew addition2025-09-302025-11-13 TJX TJX COS INC NEW10.9K shares-4.65%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares-3.97%2025-09-302025-11-13 ESI ELEMENT SOLUTIONS INC60.3K shares-4.18%2025-09-302025-11-13 SYBT STOCK YDS BANCORP INC21.0K shares0.00%2025-09-302025-11-13 CPK CHESAPEAKE UTILS CORP10.8K shares-4.13%2025-09-302025-11-13 VO VANGUARD INDEX FDS5.0K shares1.31%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS24.0K shares0.37%2025-09-302025-11-13 UNP UNION PAC CORP6.0K shares-3.61%2025-09-302025-11-13 GTES GATES INDL CORP PLC56.2K shares-4.24%2025-09-302025-11-13 CVX CHEVRON CORP NEW8.8K shares-4.07%2025-09-302025-11-13 GO GROCERY OUTLET HLDG CORP83.3K sharesnew addition2025-09-302025-11-13 UNM UNUM GROUP16.4K shares4.16%2025-09-302025-11-13 MCD MCDONALDS CORP4.2K shares-4.48%2025-09-302025-11-13 ABT ABBOTT LABS8.9K shares-3.32%2025-09-302025-11-13 COP CONOCOPHILLIPS12.1K shares-4.25%2025-09-302025-11-13 NVT NVENT ELECTRIC PLC11.1K shares4.29%2025-09-302025-11-13 RRX REGAL REXNORD CORPORATION7.5K shares-4.06%2025-09-302025-11-13 XBI SPDR SERIES TRUST10.7K shares3.95%2025-09-302025-11-13 ALSN ALLISON TRANSMISSION HLDGS I12.1K shares3.94%2025-09-302025-11-13 HI HILLENBRAND INC37.9K shares10.67%2025-09-302025-11-13 GENI GENIUS SPORTS LIMITED82.7K shares3.67%2025-09-302025-11-13 ACMR ACM RESH INC25.9K sharesnew addition2025-09-302025-11-13 MTDR MATADOR RES CO21.6K shares9.54%2025-09-302025-11-13 SHY ISHARES TR11.2K shares0.00%2025-09-302025-11-13 SUPN SUPERNUS PHARMACEUTICALS INC19.1K shares3.57%2025-09-302025-11-13 UFPI UFP INDUSTRIES INC9.7K shares3.81%2025-09-302025-11-13 BRBR BELLRING BRANDS INC24.7K shares51.67%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC2.6K shares-89.21%2025-09-302025-11-13 HRB BLOCK H & R INC16.8K shares3.80%2025-09-302025-11-13 G GENPACT LIMITED19.6K sharesnew addition2025-09-302025-11-13 BX BLACKSTONE INC4.7K shares0.00%2025-09-302025-11-13 WSR WHITESTONE REIT63.5K shares3.77%2025-09-302025-11-13 PATK PATRICK INDS INC7.4K shares3.88%2025-09-302025-11-13 BYD BOYD GAMING CORP8.5K shares3.81%2025-09-302025-11-13 PRGS PROGRESS SOFTWARE CORP15.2K shares3.84%2025-09-302025-11-13 PI IMPINJ INC3.7K shares-48.36%2025-09-302025-11-13 ARCC ARES CAPITAL CORP32.2K shares1.23%2025-09-302025-11-13 FUL FULLER H B CO10.7K shares3.95%2025-09-302025-11-13 ADUS ADDUS HOMECARE CORP5.3K shares3.85%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR873 shares90.61%2025-09-302025-11-13 SAIC SCIENCE APPLICATIONS INTL CO5.1K shares3.90%2025-09-302025-11-13 RS RELIANCE INC1.8K shares2.59%2025-09-302025-11-13 ACIW ACI WORLDWIDE INC9.4K sharesnew addition2025-09-302025-11-13 SR SPIRE INC6.0K shares4.18%2025-09-302025-11-13 SGHC SUPER GROUP SGHC LIMITED35.8K sharesnew addition2025-09-302025-11-13 OC OWENS CORNING NEW3.3K shares4.11%2025-09-302025-11-13 AMPH AMPHASTAR PHARMACEUTICALS IN15.5K shares3.83%2025-09-302025-11-13 ACWI ISHARES TR2.8K sharesnew addition2025-09-302025-11-13 CTLP CANTALOUPE INC34.4K shares0.00%2025-09-302025-11-13 BXSL BLACKSTONE SECD LENDING FD12.4K shares12.53%2025-09-302025-11-13 RYI RYERSON HLDG CORP12.7K shares-51.23%2025-09-302025-11-13 TSLX SIXTH STREET SPECIALTY LENDI10.3K shares-2.14%2025-09-302025-11-13 NOBL PROSHARES TR2.2K shares0.00%2025-09-302025-11-13 HTGC HERCULES CAPITAL INC11.8K shares-0.94%2025-09-302025-11-13 MAIN MAIN STR CAP CORP3.5K shares-2.25%2025-09-302025-11-13 FDUS FIDUS INVT CORP10.4K shares-1.62%2025-09-302025-11-13 FLUT FLUTTER ENTMT PLC811 shares-96.15%2025-09-302025-11-13 CUE CUE BIOPHARMA INC257.2K shares0.00%2025-09-302025-11-13 FSK FS KKR CAP CORP10.1K shares-3.06%2025-09-302025-11-13 CGBD CARLYLE SECURED LENDING INC11.3K shares9.17%2025-09-302025-11-13 ATOM ATOMERA INC20.0K shares0.00%2025-09-302025-11-13 BEAT HEARTBEAM INC50.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available