ADVISORY RESEARCH INC
137 holdingsFiling period: 2026-03-31Current AUM: $940.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TRS | TRIMAS CORP | 1.12M | $40.2M | $44.7M | 4.76% | +23.7K | 2026-03-31 |
| 2 | OPLN | OPENLANE INC | 1.28M | $37.4M | $51.0M | 5.42% | +148.3K | 2026-03-31 |
| 3 | MYE | MYERS INDS INC | 1.53M | $32.3M | $52.1M | 5.54% | +222.8K | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 81.8K | $27.6M | $33.1M | 3.52% | -24,869 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 93.3K | $26.8M | $33.2M | 3.53% | +2.6K | 2026-03-31 |
| 6 | PRSU | PURSUIT ATTRACTIONS AND HOSP | 665.2K | $24.4M | $33.6M | 3.58% | -29,593 | 2026-03-31 |
| 7 | BELFB | BEL FUSE INC | 119.4K | $23.6M | $32.5M | 3.45% | -15,426 | 2026-03-31 |
| 8 | KDP | KEURIG DR PEPPER INC | 839.3K | $22.1M | $26.1M | 2.78% | +250.3K | 2026-03-31 |
| 9 | MTG | MGIC INVT CORP WIS | 794.3K | $20.9M | $23.9M | 2.54% | +29.8K | 2026-03-31 |
| 10 | NPK | NATIONAL PRESTO INDS INC | 147.6K | $20.2M | $17.9M | 1.91% | -- | 2026-03-31 |
| 11 | DJCO | DAILY JOURNAL CORP | 41.9K | $20.2M | $24.6M | 2.61% | -23,691 | 2026-03-31 |
| 12 | PM | PHILIP MORRIS INTL INC | 119.5K | $19.8M | $22.8M | 2.43% | -58,992 | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 63.7K | $19.7M | $24.8M | 2.64% | -18,737 | 2026-03-31 |
| 14 | CME | CME GROUP INC | 64.6K | $19.1M | $17.3M | 1.84% | +2.2K | 2026-03-31 |
| 15 | LEGH | LEGACY HOUSING CORP | 925.3K | $18.9M | $24.3M | 2.58% | +194.4K | 2026-03-31 |
| 16 | AEP | AMERICAN ELEC PWR CO INC | 141.1K | $18.5M | $18.0M | 1.92% | +4.8K | 2026-03-31 |
| 17 | JBTM | JBT MAREL CORPORATION | 140.7K | $18.0M | $19.5M | 2.07% | +10.3K | 2026-03-31 |
| 18 | TPR | TAPESTRY INC | 124.2K | $17.5M | $18.9M | 2.01% | -107,232 | 2026-03-31 |
| 19 | ABBV | ABBVIE INC | 73.1K | $15.9M | $18.3M | 1.95% | +2.4K | 2026-03-31 |
| 20 | APA | APA CORPORATION | 373.3K | $15.8M | $13.9M | 1.48% | -- | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 42.7K | $15.8M | $19.9M | 2.11% | +994 | 2026-03-31 |
| 22 | MTDR | MATADOR RES CO | 245.5K | $15.5M | $12.2M | 1.30% | +223.0K | 2026-03-31 |
| 23 | KB | KB FINL GROUP INC | 130.6K | $13.0M | $15.4M | 1.64% | +8.6K | 2026-03-31 |
| 24 | ACVA | ACV AUCTIONS INC | 3.03M | $12.8M | $22.7M | 2.41% | +1.94M | 2026-03-31 |
| 25 | INTU | INTUIT | 27.2K | $11.8M | $8.6M | 0.92% | -- | 2026-03-31 |
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