Sponsored

The Analysis of ADVISORY RESEARCH INC's Holdings & P&L

Currently, ADVISORY RESEARCH INC holds 137 types of securities in its portfolio with a total value $813.5M. In the most recent quarter, they have increased their positions in NPK (+147.6K shares, valued at $20.2M), N/A (+373.3K shares, valued at $15.8M), MTDR (+223.0K shares, valued at $14.1M); decreased their positions in PHIN (-232.4K shares, valued at $15.9M), TPR (-107.2K shares, valued at $15.1M), DJCO (-23.7K shares, valued at $11.4M); initiated new positions in NPK (+147.6K shares, valued at $20.2M), N/A (+373.3K shares, valued at $15.8M), INTU (+27.2K shares, valued at $11.8M).

1M P&L

+14.1M+2.06%

3M P&L

-6.7M-0.95%

HY P&L

+82.1M+13.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Packaging & Containers63.2M

9.3%

2Auto & Truck Dealerships49.5M

7.3%

3N/A45.4M

6.7%

Top Industries by Stock Count

1N/A19 stocks

14.7%

2Banks - Regional7 stocks

5.4%

3Software - Infrastructure6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TRS TRIMAS CORP1.1M shares2.16%2026-03-312026-05-14

KAR OPENLANE INC1.3M shares13.08%2026-03-312026-05-14

MYE MYERS INDS INC1.5M shares17.10%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC81.8K shares-23.32%2026-03-312026-05-14

ALPHABET INC ALPHABET INC93.3K shares2.86%2026-03-312026-05-14

PRSU PURSUIT ATTRACTIONS AND HOSP665.2K shares-4.26%2026-03-312026-05-14

BELFB BEL FUSE INC119.4K shares-11.44%2026-03-312026-05-14

KDP KEURIG DR PEPPER INC839.3K shares42.49%2026-03-312026-05-14

Sponsored

MTG MGIC INVT CORP WIS794.3K shares3.90%2026-03-312026-05-14

NPK NATIONAL PRESTO INDS INC147.6K sharesnew addition2026-03-312026-05-14

DJCO DAILY JOURNAL CORP41.9K shares-36.13%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC119.5K shares-33.04%2026-03-312026-05-14

BROADCOM INC BROADCOM INC63.7K shares-22.73%2026-03-312026-05-14

CME CME GROUP INC64.6K shares3.57%2026-03-312026-05-14

LEGH LEGACY HOUSING CORP925.3K shares26.59%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC141.1K shares3.50%2026-03-312026-05-14

Sponsored

JBTM JBT MAREL CORPORATION140.7K shares7.94%2026-03-312026-05-14

TPR TAPESTRY INC124.2K shares-46.34%2026-03-312026-05-14

ABBV ABBVIE INC73.1K shares3.37%2026-03-312026-05-14

APA CORPORATION APA CORPORATION373.3K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP42.7K shares2.38%2026-03-312026-05-14

MTDR MATADOR RES CO245.5K shares993.89%2026-03-312026-05-14

KB KB FINL GROUP INC130.6K shares7.04%2026-03-312026-05-14

ACVA ACV AUCTIONS INC3.0M shares177.16%2026-03-312026-05-14

Sponsored

INTU INTUIT27.2K sharesnew addition2026-03-312026-05-14

HUBBELL INC HUBBELL INC23.8K shares1.36%2026-03-312026-05-14

GSK PLC GSK PLC204.3K shares-36.92%2026-03-312026-05-14

CMCSA COMCAST CORP NEW363.4K sharesnew addition2026-03-312026-05-14

META META PLATFORMS INC17.6K shares10.98%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO75.6K shares25.18%2026-03-312026-05-14

MPC MARATHON PETE CORP39.0K sharesnew addition2026-03-312026-05-14

EEX EMERALD HOLDING INC1.9M shares4.36%2026-03-312026-05-14

Sponsored

BTI BRITISH AMERN TOB PLC130.2K shares10.55%2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC31.9K shares-0.26%2026-03-312026-05-14

SGOV ISHARES TR60.1K shares-16.73%2026-03-312026-05-14

NIC NICOLET BANKSHARES INC36.2K shares-8.67%2026-03-312026-05-14

DAC DANAOS CORPORATION47.4K shares19.57%2026-03-312026-05-14

LTM LATAM AIRLINES GROUP SA98.5K sharesnew addition2026-03-312026-05-14

PFGC PERFORMANCE FOOD GROUP CO53.8K shares-60.41%2026-03-312026-05-14

SOUTHSTATE BK CORP SOUTHSTATE BK CORP47.1K shares-0.42%2026-03-312026-05-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP20.0K shares-29.02%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS51.0K shares14.66%2026-03-312026-05-14

SHV ISHARES TR37.1K shares10.83%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS81.9K shares11.59%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS69.7K shares0.00%2026-03-312026-05-14

STLD STEEL DYNAMICS INC21.0K shares-7.95%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS46.4K shares16.64%2026-03-312026-05-14

CALM CAL MAINE FOODS INC45.4K shares3.49%2026-03-312026-05-14

Sponsored

MPTI M-TRON INDS INC50.5K shares41.98%2026-03-312026-05-14

ACA ARCOSA INC31.4K shares-1.26%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP5.4K shares-7.43%2026-03-312026-05-14

TAP MOLSON COORS BEVERAGE CO75.2K shares-5.45%2026-03-312026-05-14

VVV VALVOLINE INC93.6K shares31.49%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.4K shares5.76%2026-03-312026-05-14

AMGN AMGEN INC8.8K shares-7.13%2026-03-312026-05-14

HQY HEALTHEQUITY INC36.8K shares74.71%2026-03-312026-05-14

Sponsored

IGIB ISHARES TR57.8K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC9.1K shares-6.71%2026-03-312026-05-14

AAPL APPLE INC10.9K shares-7.61%2026-03-312026-05-14

EME EMCOR GROUP INC3.6K shares-8.16%2026-03-312026-05-14

FRME FIRST MERCHANTS CORP67.6K shares-1.18%2026-03-312026-05-14

PHIN PHINIA INC37.2K shares-86.20%2026-03-312026-05-14

ALKT ALKAMI TECHNOLOGY INC160.8K shares24.01%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS11.7K shares0.00%2026-03-312026-05-14

Sponsored

JEF JEFFERIES FINANCIAL GROUP IN60.0K shares78.40%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.5K shares25.86%2026-03-312026-05-14

EXP EAGLE MATLS INC13.0K shares-1.25%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares-0.05%2026-03-312026-05-14

IGSB ISHARES TR44.4K shares20.41%2026-03-312026-05-14

ABG ASBURY AUTOMOTIVE GROUP INC11.5K shares-3.64%2026-03-312026-05-14

WBS WEBSTER FINL CORP31.0K shares-30.95%2026-03-312026-05-14

NTAP NETAPP INC20.7K shares-7.49%2026-03-312026-05-14

Sponsored

TEX TEREX CORP NEW35.0K sharesnew addition2026-03-312026-05-14

WAL WESTERN ALLIANCE BANCORP26.2K shares-2.40%2026-03-312026-05-14

AAP ADVANCE AUTO PARTS INC34.0K sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP12.0K shares-7.29%2026-03-312026-05-14

NRG NRG ENERGY INC11.9K shares7.07%2026-03-312026-05-14

ARES ARES MANAGEMENT CORPORATION15.8K shares-7.59%2026-03-312026-05-14

SR SPIRE INC19.0K shares200.97%2026-03-312026-05-14

MBB ISHARES TR17.5K shares0.00%2026-03-312026-05-14

Sponsored

MTN VAIL RESORTS INC12.5K shares-1.26%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS24.3K shares1.21%2026-03-312026-05-14

ALSN ALLISON TRANSMISSION HLDGS I13.2K shares4.20%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO5.2K shares-6.20%2026-03-312026-05-14

SGHC SUPER GROUP SGHC LIMITED141.3K shares274.82%2026-03-312026-05-14

TJX TJX COS INC NEW9.2K shares-6.21%2026-03-312026-05-14

EHC ENCOMPASS HEALTH CORP15.1K shares-11.46%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-5.07%2026-03-312026-05-14

Sponsored

AX AXOS FINANCIAL INC16.9K shares-41.66%2026-03-312026-05-14

NVT NVENT ELEC PLC12.1K shares3.15%2026-03-312026-05-14

VO VANGUARD INDEX FDS5.0K shares0.00%2026-03-312026-05-14

ESI ELEMENT SOLUTIONS INC41.6K shares-15.29%2026-03-312026-05-14

CDW CDW CORP11.7K shares7.01%2026-03-312026-05-14

XBI SPDR SERIES TRUST11.0K shares-2.56%2026-03-312026-05-14

UNP UNION PAC CORP5.8K shares-5.70%2026-03-312026-05-14

BAC BANK AMERICA CORP28.5K shares-8.57%2026-03-312026-05-14

Sponsored

TNC TENNANT CO20.4K sharesnew addition2026-03-312026-05-14

UNM UNUM GROUP18.1K shares4.38%2026-03-312026-05-14

SYBT STOCK YDS BANCORP INC19.5K shares-1.59%2026-03-312026-05-14

FLYW FLYWIRE CORPORATION108.5K shares-1.26%2026-03-312026-05-14

AZO AUTOZONE INC363 shares-4.97%2026-03-312026-05-14

IVZ INVESCO LTD50.3K shares14.64%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO4.0K shares-4.66%2026-03-312026-05-14

CPK CHESAPEAKE UTILS CORP9.2K shares-5.37%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION5.6K shares-28.47%2026-03-312026-05-14

RRX REGAL REXNORD CORPORATION6.1K shares-7.26%2026-03-312026-05-14

ABT ABBOTT LABORATORIES11.1K shares42.93%2026-03-312026-05-14

MCD MCDONALDS CORP3.6K shares-5.47%2026-03-312026-05-14

ACMR ACM RESH INC28.3K shares3.57%2026-03-312026-05-14

JXN JACKSON FINANCIAL INC9.6K sharesnew addition2026-03-312026-05-14

SUPN SUPERNUS PHARMACEUTICALS19.6K shares-1.90%2026-03-312026-05-14

SNX TD SYNNEX CORPORATION6.0K shares7.83%2026-03-312026-05-14

Sponsored

HLLY HOLLEY INC326.6K shares-83.09%2026-03-312026-05-14

COP CONOCOPHILLIPS7.5K shares-27.09%2026-03-312026-05-14

CMC COMMERCIAL METALS CO15.6K sharesnew addition2026-03-312026-05-14

CPRT COPART INC27.8K shares54.07%2026-03-312026-05-14

PATK PATRICK INDS INC8.1K shares4.04%2026-03-312026-05-14

G GENPACT LIMITED21.5K shares3.90%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS10.7K sharesnew addition2026-03-312026-05-14

BYD BOYD GAMING CORP9.3K shares3.59%2026-03-312026-05-14

Sponsored

BOW BOWHEAD SPECIALTY HLDGS INC33.7K sharesnew addition2026-03-312026-05-14

FUL FULLER H B CO11.7K shares11.75%2026-03-312026-05-14

RAL RALLIANT CORP15.8K shares2.90%2026-03-312026-05-14

ACIW ACI WORLDWIDE INC15.7K shares59.19%2026-03-312026-05-14

TOST TOAST INC21.8K shares5.32%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC2.1K shares-5.22%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC4.7K shares0.00%2026-03-312026-05-14

GLUE MONTE ROSA THERAPEUTICS INC31.2K shares-50.59%2026-03-312026-05-14

Sponsored

AMPH AMPHASTAR PHARMACEUTICALS IN25.3K shares67.11%2026-03-312026-05-14

PRGS PROGRESS SOFTWARE CORP16.6K shares15.59%2026-03-312026-05-14

GENI GENIUS SPORTS LIMITED90.4K shares3.95%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T606 shares-66.30%2026-03-312026-05-14

SDY SPDR SERIES TRUST2.2K shares24.15%2026-03-312026-05-14

NOBL PROSHARES TR2.2K shares0.00%2026-03-312026-05-14

ATOM ATOMERA INC20.0K shares0.00%2026-03-312026-05-14

BEAT HEARTBEAM INC50.0K shares0.00%2026-03-312026-05-14

Sponsored

CUE CUE BIOPHARMA INC257.2K shares0.00%2026-03-312026-05-14

TRS

TRIMAS CORP

2.16%

Shares1.1M

Event2026-03-31

Filed2026-05-14

KAR

OPENLANE INC

13.08%

Shares1.3M

Event2026-03-31

Filed2026-05-14

MYE

MYERS INDS INC

17.10%

Shares1.5M

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-23.32%

Shares81.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

2.86%

Shares93.3K

Event2026-03-31

Filed2026-05-14

PRSU

PURSUIT ATTRACTIONS AND HOSP

-4.26%

Shares665.2K

Event2026-03-31

Filed2026-05-14

BELFB

BEL FUSE INC

-11.44%

Shares119.4K

Event2026-03-31

Filed2026-05-14

KDP

KEURIG DR PEPPER INC

42.49%

Shares839.3K

Event2026-03-31

Filed2026-05-14

MTG

MGIC INVT CORP WIS

3.90%

Shares794.3K

Event2026-03-31

Filed2026-05-14

NPK

NATIONAL PRESTO INDS INC

New

Shares147.6K

Event2026-03-31

Filed2026-05-14

DJCO

DAILY JOURNAL CORP

-36.13%

Shares41.9K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-33.04%

Shares119.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-22.73%

Shares63.7K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

3.57%

Shares64.6K

Event2026-03-31

Filed2026-05-14

LEGH

LEGACY HOUSING CORP

26.59%

Shares925.3K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

3.50%

Shares141.1K

Event2026-03-31

Filed2026-05-14

JBTM

JBT MAREL CORPORATION

7.94%

Shares140.7K

Event2026-03-31

Filed2026-05-14

TPR

TAPESTRY INC

-46.34%

Shares124.2K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

3.37%

Shares73.1K

Event2026-03-31

Filed2026-05-14

APA CORPORATION

New

Shares373.3K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

2.38%

Shares42.7K

Event2026-03-31

Filed2026-05-14

MTDR

MATADOR RES CO

993.89%

Shares245.5K

Event2026-03-31

Filed2026-05-14

KB FINL GROUP INC

7.04%

Shares130.6K

Event2026-03-31

Filed2026-05-14

ACVA

ACV AUCTIONS INC

177.16%

Shares3.0M

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

New

Shares27.2K

Event2026-03-31

Filed2026-05-14

HUBBELL INC

1.36%

Shares23.8K

Event2026-03-31

Filed2026-05-14

GSK PLC

-36.92%

Shares204.3K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

New

Shares363.4K

Event2026-03-31

Filed2026-05-14