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 $1.00B across 136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MYE ($65.6M, 6.54%), OPLN ($63.2M, 6.31%), TRS ($54.6M, 5.44%), TSM ($40.3M, 4.02%), BELFB ($39.3M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MYE | MYERS INDS INC | $65.6M | 6.54% | 1.9M | Added |
| 2 | OPLN | OPENLANE INC | $63.2M | 6.31% | 1.5M | Added |
| 3 | TRS | TRIMAS CORP | $54.6M | 5.44% | 1.2M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.3M | 4.02% | 84,453 | Added |
| 5 | BELFB | BEL FUSE INC | $39.3M | 3.92% | 117,896 | Trimmed |
| 6 | PRSU | PURSUIT ATTRACTIONS AND HOSP | $36.8M | 3.67% | 657,648 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $33.9M | 3.38% | 94,824 | Added |
| 8 | KDP | KEURIG DR PEPPER INC | $28.4M | 2.83% | 867,771 | Added |
| 9 | JBTM | JBT MAREL CORPORATION | $27.5M | 2.75% | 189,869 | Added |
| 10 | DJCO | DAILY JOURNAL CORP | $25.0M | 2.49% | 41,510 | Trimmed |
| 11 | AVGO | BROADCOM INC | $24.7M | 2.47% | 65,495 | Added |
| 12 | LEGH | LEGACY HOUSING CORP | $24.2M | 2.41% | 920,286 | Trimmed |
| 13 | MTG | MGIC INVT CORP WIS | $23.0M | 2.30% | 816,952 | Added |
| 14 | PM | PHILIP MORRIS INTL INC | $22.1M | 2.20% | 122,120 | Added |
| 15 | NPK | NATIONAL PRESTO INDS INC | $20.2M | 2.02% | 161,764 | Added |
| 16 | AEP | AMERICAN ELEC PWR CO INC | $20.1M | 2.00% | 146,846 | Added |
| 17 | ABBV | ABBVIE INC | $19.1M | 1.91% | 76,085 | Added |
| 18 | TPR | TAPESTRY INC | $18.7M | 1.86% | 127,464 | Added |
| 19 | ACVA | ACV AUCTIONS INC | $18.1M | 1.80% | 2.5M | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $16.3M | 1.63% | 43,670 | Added |
| 21 | LTM | LATAM AIRLINES GROUP SA | $16.0M | 1.59% | 274,022 | Added |
| 22 | CME | CME GROUP INC | $14.8M | 1.48% | 67,088 | Added |
| 23 | KB | KB FINL GROUP INC | $14.2M | 1.42% | 135,607 | Added |
| 24 | LAMR | LAMAR ADVERTISING CO | $12.9M | 1.29% | 82,766 | Added |
| 25 | HUBB | HUBBELL INC | $12.8M | 1.28% | 24,441 | Added |
Source: SEC Form 13F filings · as of 2026-06-30