ADVISORY RESEARCH INC 13F Holdings

CIK 0000902584 · CHICAGO, IL

As of Sep 30, 2025, ADVISORY RESEARCH INC reported 149 positions worth $761.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology104,970$29.3M3.85%
OPENLANE INCKARConsumer Cyclical1,017,631$29.3M3.85%
TRIMAS CORPTRSConsumer Cyclical750,588$29.0M3.81%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive175,267$28.4M3.73%
BROADCOM INCAVGOTechnology85,729$28.3M3.71%
BEL FUSE INCBELFBTechnology193,560$27.3M3.58%
DAILY JOURNAL CORPDJCOTechnology57,467$26.7M3.51%
PURSUIT ATTRACTIONS & HOSPITALITY INCPRSUIndustrials726,784$26.3M3.45%
TAPESTRY INCTPRConsumer Cyclical228,107$25.8M3.39%
ALPHABET INCGOOGLEquity91,920$22.3M2.93%
MICROSOFT CORPMSFTTechnology41,750$21.6M2.84%
MGIC INVESTMENT CORPMTGFinancial Services750,072$21.3M2.79%
JBT MAREL CORPJBTMIndustrials132,071 8.5M2.44%
LEGACY HOUSING CORPLEGHConsumer Cyclical658,371 8.1M2.38%
CME GROUP INCCMEFinancial Services61,097 6.5M2.17%
ABBVIE INCABBVEquity70,001 6.2M2.13%
PHINIA INCPHINConsumer Cyclical273,930 5.7M2.07%
AMERICAN ELECTRIC POWERAEPUtilities133,649 5.0M1.97%
PERFORMANCE FOOD GROUP COPFGCConsumer Defensive141,175 4.7M1.93%
GSK PLCGSKHealthcare316,764 3.7M1.80%
META PLATFORMS INCMETACommunication Services16,802 2.3M1.62%
MYERS INDUSTRIES INCMYEConsumer Cyclical706,080 2.0M1.57%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical665,753 0.7M1.41%
KB FINANCIAL GROUP INCKBFinancial Services120,510 0.0M1.31%
HUBBELL INCHUBBIndustrials22,909$9.9M1.29%