Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ADVISORY RESEARCH INC (CIK 902584) reported $813.5M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TRS ($40.2M, 4.95%), KAR ($37.4M, 4.59%), MYE ($32.3M, 3.97%), TSM ($27.6M, 3.40%), GOOGL ($26.8M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRS | TRIMAS CORP | $40.2M | 4.95% | 1.1M | Added |
| 2 | KAR | OPENLANE INC | $37.4M | 4.59% | 1.3M | Added |
| 3 | MYE | MYERS INDS INC | $32.3M | 3.97% | 1.5M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.6M | 3.40% | 81,785 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $26.8M | 3.30% | 93,261 | Added |
| 6 | VVI | PURSUIT ATTRACTIONS AND HOSP | $24.4M | 3.00% | 665,228 | Trimmed |
| 7 | BELFB | BEL FUSE INC | $23.6M | 2.91% | 119,364 | Trimmed |
| 8 | KDP | KEURIG DR PEPPER INC | $22.1M | 2.72% | 839,297 | Added |
| 9 | MTG | MGIC INVT CORP WIS | $20.9M | 2.56% | 794,323 | Added |
| 10 | NPK | NATIONAL PRESTO INDS INC | $20.2M | 2.49% | 147,634 | New |
| 11 | DJCO | DAILY JOURNAL CORP | $20.2M | 2.48% | 41,873 | Trimmed |
| 12 | PM | PHILIP MORRIS INTL INC | $19.8M | 2.43% | 119,550 | Trimmed |
| 13 | AVGO | BROADCOM INC | $19.7M | 2.42% | 63,687 | Trimmed |
| 14 | CME | CME GROUP INC | $19.1M | 2.35% | 64,632 | Added |
| 15 | LEGH | LEGACY HOUSING CORP | $18.9M | 2.32% | 925,319 | Added |
| 16 | AEP | AMERICAN ELEC PWR CO INC | $18.5M | 2.27% | 141,085 | Added |
| 17 | JBTM | JBT MAREL CORPORATION | $18.0M | 2.21% | 140,747 | Added |
| 18 | TPR | TAPESTRY INC | $17.5M | 2.15% | 124,176 | Trimmed |
| 19 | APA | APA CORPORATION | $15.8M | 1.95% | 373,347 | New |
| 20 | ABBV | ABBVIE INC | $15.9M | 1.95% | 73,072 | Added |
| 21 | MSFT | MICROSOFT CORP | $15.8M | 1.94% | 42,737 | Added |
| 22 | MTDR | MATADOR RES CO | $15.5M | 1.91% | 245,480 | Added |
| 23 | KB | KB FINL GROUP INC | $13.0M | 1.60% | 130,613 | Added |
| 24 | ACVA | ACV AUCTIONS INC | $12.8M | 1.58% | 3.0M | Added |
| 25 | INTU | INTUIT | $11.8M | 1.45% | 27,247 | New |
Source: SEC Form 13F filings · as of 2026-03-31