The Analysis of ADVISORY RESEARCH INC's Holdings

Currently, ADVISORY RESEARCH INC holds 143 types of securities in its portfolio with a total value $795.7M. In the most recent quarter, they have increased their positions in TRS (+345.4K shares, valued at $12.2M), MYE (+596.8K shares, valued at $11.2M), ACVA (+1.1M shares, valued at $8.8M); decreased their positions in BELFB (-58.8K shares, valued at $10.0M), DRVN (-519.6K shares, valued at $7.7M), WAL (-19.9K shares, valued at $1.7M); initiated new positions in ACVA (+1.1M shares, valued at $8.8M), N/A (+96.7K shares, valued at $6.3M), CALM (+43.9K shares, valued at $3.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TRS TRIMAS CORP1.1M shares46.02%2025-12-312026-02-13

KAR OPENLANE INC1.1M shares11.37%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD106.7K shares1.60%2025-12-312026-02-13

DJCO DAILY JOURNAL CORP65.6K shares14.09%2025-12-312026-02-13

TPR TAPESTRY INC231.4K shares1.45%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC178.5K shares1.87%2025-12-312026-02-13

BROADCOM INC BROADCOM INC82.4K shares-3.86%2025-12-312026-02-13

ALPHABET INC ALPHABET INC90.7K shares-1.36%2025-12-312026-02-13

Sponsored

MYE MYERS INDS INC1.3M shares84.53%2025-12-312026-02-13

PRSU PURSUIT ATTRACTIONS AND HOSP694.8K shares-4.40%2025-12-312026-02-13

BELFB BEL FUSE INC134.8K shares-30.36%2025-12-312026-02-13

MTG MGIC INVT CORP WIS764.5K shares1.92%2025-12-312026-02-13

MSFT MICROSOFT CORP41.7K shares-0.02%2025-12-312026-02-13

JBTM JBT MAREL CORPORATION130.4K shares-1.27%2025-12-312026-02-13

CME CME GROUP INC62.4K shares2.14%2025-12-312026-02-13

PHIN PHINIA INC269.6K shares-1.57%2025-12-312026-02-13

Sponsored

KDP KEURIG DR PEPPER INC589.0K shares55.93%2025-12-312026-02-13

ABBV ABBVIE INC70.7K shares0.99%2025-12-312026-02-13

GSK PLC GSK PLC323.8K shares2.23%2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC136.3K shares1.99%2025-12-312026-02-13

LEGH LEGACY HOUSING CORP730.9K shares11.02%2025-12-312026-02-13

PFGC PERFORMANCE FOOD GROUP CO135.8K shares-3.83%2025-12-312026-02-13

KB KB FINL GROUP INC122.0K shares1.26%2025-12-312026-02-13

META META PLATFORMS INC15.8K shares-5.83%2025-12-312026-02-13

Sponsored

HUBBELL INC HUBBELL INC23.5K shares2.41%2025-12-312026-02-13

ACVA ACV AUCTIONS INC1.1M sharesnew addition2025-12-312026-02-13

EEX EMERALD HOLDING INC1.8M shares0.73%2025-12-312026-02-13

HLLY HOLLEY INC1.9M shares-14.19%2025-12-312026-02-13

LAMR LAMAR ADVERTISING CO NEW60.4K shares2.18%2025-12-312026-02-13

SGOV ISHARES TR72.2K shares41.19%2025-12-312026-02-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC31.9K shares-2.62%2025-12-312026-02-13

BTI BRITISH AMERN TOB PLC117.8K shares128.88%2025-12-312026-02-13

Sponsored

UNILEVER PLC UNILEVER PLC96.7K sharesnew addition2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP28.1K shares1.71%2025-12-312026-02-13

NIC NICOLET BANKSHARES INC39.6K shares-5.89%2025-12-312026-02-13

SOUTHSTATE BK CORP SOUTHSTATE BK CORP47.3K shares-1.22%2025-12-312026-02-13

HMC HONDA MOTOR LTD142.2K shares-1.82%2025-12-312026-02-13

VGSH VANGUARD SCOTTSDALE FDS69.7K shares0.00%2025-12-312026-02-13

STLD STEEL DYNAMICS INC22.8K shares2.12%2025-12-312026-02-13

DAC DANAOS CORPORATION39.6K shares2.38%2025-12-312026-02-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS44.5K shares0.00%2025-12-312026-02-13

TAP MOLSON COORS BEVERAGE CO79.6K shares46.80%2025-12-312026-02-13

SHV ISHARES TR33.5K shares-6.34%2025-12-312026-02-13

VUSB VANGUARD BD INDEX FDS73.4K shares61.79%2025-12-312026-02-13

CALM CAL MAINE FOODS INC43.9K sharesnew addition2025-12-312026-02-13

ACA ARCOSA INC31.8K shares-5.50%2025-12-312026-02-13

HD HOME DEPOT INC9.7K shares-0.81%2025-12-312026-02-13

AAPL APPLE INC11.8K shares0.06%2025-12-312026-02-13

Sponsored

VCSH VANGUARD SCOTTSDALE FDS39.8K shares3.25%2025-12-312026-02-13

IGIB ISHARES TR57.8K shares0.00%2025-12-312026-02-13

AMGN AMGEN INC9.5K shares0.58%2025-12-312026-02-13

ALKT ALKAMI TECHNOLOGY INC129.7K shares-5.50%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.5K shares55.56%2025-12-312026-02-13

REVG REV GROUP INC47.2K shares-5.51%2025-12-312026-02-13

WBS WEBSTER FINL CORP44.9K shares-5.64%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP5.8K shares2.09%2025-12-312026-02-13

Sponsored

ABG ASBURY AUTOMOTIVE GROUP INC11.9K shares-5.69%2025-12-312026-02-13

ARES ARES MANAGEMENT CORPORATION17.1K shares1.22%2025-12-312026-02-13

EXP EAGLE MATLS INC13.2K shares-5.51%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.9K shares-10.22%2025-12-312026-02-13

FRME FIRST MERCHANTS CORP68.4K shares-5.40%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS11.7K shares0.00%2025-12-312026-02-13

ORCL ORACLE CORP12.9K shares1.87%2025-12-312026-02-13

AX AXOS FINANCIAL INC29.0K shares5.57%2025-12-312026-02-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares-28.61%2025-12-312026-02-13

EME EMCOR GROUP INC3.9K shares2.31%2025-12-312026-02-13

NTAP NETAPP INC22.4K shares2.24%2025-12-312026-02-13

ACWI ISHARES TR16.2K shares472.14%2025-12-312026-02-13

WAL WESTERN ALLIANCE BANCORP26.8K shares-42.55%2025-12-312026-02-13

DRVN DRIVEN BRANDS HLDGS INC146.2K shares-78.04%2025-12-312026-02-13

JEF JEFFERIES FINL GROUP INC33.7K shares-5.63%2025-12-312026-02-13

VVV VALVOLINE INC71.2K shares-5.51%2025-12-312026-02-13

Sponsored

IGSB ISHARES TR36.9K shares0.00%2025-12-312026-02-13

HQY HEALTHEQUITY INC21.1K shares-5.49%2025-12-312026-02-13

MPTI M-TRON INDS INC35.6K sharesnew addition2025-12-312026-02-13

EHC ENCOMPASS HEALTH CORP17.1K shares5.58%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.5.6K shares-9.22%2025-12-312026-02-13

NRG NRG ENERGY INC11.1K shares5.60%2025-12-312026-02-13

BAC BANK AMERICA CORP31.2K shares-7.04%2025-12-312026-02-13

NCNO NCINO INC66.0K shares-21.16%2025-12-312026-02-13

Sponsored

MTN VAIL RESORTS INC12.7K shares14.67%2025-12-312026-02-13

MBB ISHARES TR17.5K shares0.00%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares3.97%2025-12-312026-02-13

FLYW FLYWIRE CORPORATION109.9K shares-5.50%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO4.2K shares-17.83%2025-12-312026-02-13

TJX TJX COS INC NEW9.8K shares-9.58%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS24.0K shares0.00%2025-12-312026-02-13

CDW CDW CORP11.0K shares9.77%2025-12-312026-02-13

Sponsored

VO VANGUARD INDEX FDS5.0K shares0.00%2025-12-312026-02-13

UNP UNION PAC CORP6.1K shares2.43%2025-12-312026-02-13

XBI SPDR SERIES TRUST11.3K shares5.49%2025-12-312026-02-13

UNM UNUM GROUP17.3K shares5.58%2025-12-312026-02-13

IWM ISHARES TR5.4K sharesnew addition2025-12-312026-02-13

AZO AUTOZONE INC382 shares-26.54%2025-12-312026-02-13

SYBT STOCK YDS BANCORP INC19.8K shares-5.64%2025-12-312026-02-13

ALSN ALLISON TRANSMISSION HLDGS I12.7K shares5.26%2025-12-312026-02-13

Sponsored

ESI ELEMENT SOLUTIONS INC49.1K shares-18.53%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR1.8K shares105.96%2025-12-312026-02-13

CPK CHESAPEAKE UTILS CORP9.7K shares-10.26%2025-12-312026-02-13

OSW ONESPAWORLD HOLDINGS LIMITED58.2K shares-53.69%2025-12-312026-02-13

NVT NVENT ELECTRIC PLC11.8K shares5.55%2025-12-312026-02-13

CVX CHEVRON CORP NEW7.8K shares-11.92%2025-12-312026-02-13

MCD MCDONALDS CORP3.8K shares-9.00%2025-12-312026-02-13

IVZ INVESCO LTD43.9K sharesnew addition2025-12-312026-02-13

Sponsored

GTES GATES INDL CORP PLC52.0K shares-7.50%2025-12-312026-02-13

ACMR ACM RESH INC27.3K shares5.36%2025-12-312026-02-13

SUPN SUPERNUS PHARMACEUTICALS INC20.0K shares4.83%2025-12-312026-02-13

GLUE MONTE ROSA THERAPEUTICS INC63.2K sharesnew addition2025-12-312026-02-13

ABT ABBOTT LABS7.7K shares-13.02%2025-12-312026-02-13

COP CONOCOPHILLIPS10.3K shares-14.20%2025-12-312026-02-13

G GENPACT LIMITED20.7K shares5.23%2025-12-312026-02-13

GENI GENIUS SPORTS LIMITED87.0K shares5.20%2025-12-312026-02-13

Sponsored

MTDR MATADOR RES CO22.4K shares3.75%2025-12-312026-02-13

WSR WHITESTONE REIT66.8K shares5.25%2025-12-312026-02-13

RRX REGAL REXNORD CORPORATION6.6K shares-11.83%2025-12-312026-02-13

SHY ISHARES TR11.2K shares-0.15%2025-12-312026-02-13

UFPI UFP INDUSTRIES INC10.1K shares3.57%2025-12-312026-02-13

PATK PATRICK INDS INC7.8K shares5.35%2025-12-312026-02-13

SNX TD SYNNEX CORPORATION5.6K sharesnew addition2025-12-312026-02-13

RAL RALLIANT CORP15.4K sharesnew addition2025-12-312026-02-13

Sponsored

BYD BOYD GAMING CORP9.0K shares5.22%2025-12-312026-02-13

HRB BLOCK H & R INC17.5K shares4.09%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC2.2K shares-13.57%2025-12-312026-02-13

TOST TOAST INC20.7K sharesnew addition2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC4.7K shares0.00%2025-12-312026-02-13

CPRT COPART INC18.0K sharesnew addition2025-12-312026-02-13

PI IMPINJ INC3.9K shares5.27%2025-12-312026-02-13

BRBR BELLRING BRANDS INC23.4K shares-5.32%2025-12-312026-02-13

Sponsored

FUL FULLER H B CO10.4K shares-2.06%2025-12-312026-02-13

PRGS PROGRESS SOFTWARE CORP14.4K shares-5.59%2025-12-312026-02-13

ADUS ADDUS HOMECARE CORP5.6K shares5.36%2025-12-312026-02-13

RS RELIANCE INC1.9K shares6.17%2025-12-312026-02-13

SR SPIRE INC6.3K shares5.60%2025-12-312026-02-13

ACIW ACI WORLDWIDE INC9.8K shares5.24%2025-12-312026-02-13

SGHC SUPER GROUP SGHC LIMITED37.7K shares5.38%2025-12-312026-02-13

AMPH AMPHASTAR PHARMACEUTICALS IN15.2K shares-1.98%2025-12-312026-02-13

Sponsored

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV19.0K sharesnew addition2025-12-312026-02-13

CTLP CANTALOUPE INC24.9K shares-27.63%2025-12-312026-02-13

SDY SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-02-13

NOBL PROSHARES TR2.2K shares0.00%2025-12-312026-02-13

BEAT HEARTBEAM INC50.0K shares0.00%2025-12-312026-02-13

CUE CUE BIOPHARMA INC257.2K shares0.00%2025-12-312026-02-13

ATOM ATOMERA INC20.0K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available