Fund HoldingsHENNESSY ADVISORS INC

Total Portfolio Value
$3.00B
Total Bought
$773.26M
Total Sold
$916.84M
Net Transaction
-$143.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Peloton Interactive Inc(PTON)08,039,800+8,039,800055,7961.86%+55,796
Mattel Inc(MAT)02,463,400+2,463,400048,5781.62%+48,578
RingCentral Inc(RNG)01,383,800+1,383,800039,2311.31%+39,231
TC Energy Corp(TRP)0557,830+557,830027,2170.91%+27,217
Enbridge Inc(ENB)0542,465+542,465024,5850.82%+24,585
Brinker International Inc(EAT)563,900577,600+13,70084,049104,1593.47%+20,109
Porch Group Inc(PRCH)01,663,000+1,663,000019,6070.65%+19,607
Dycom Industries Inc(DY)0236,700+236,700057,8471.93%+57,847
Astronics Corp0449,400+449,400015,0460.50%+15,046
BrightSpring Health Services Inc(BTSG)0580,800+580,800013,7010.46%+13,701
Duke Energy Corp(DUK)0114,387+114,387013,4980.45%+13,498
Pitney Bowes Inc(PBI)01,160,400+1,160,400012,6600.42%+12,660
Cardinal Health Inc(CAH)21,40092,400+71,0002,94815,5230.52%+12,575
Chefs Whse Inc(CHEF)0184,998+184,998011,8050.39%+11,805
Oscar Health Inc(OSCR)3,806,2002,871,700-934,50049,89961,5692.05%+11,670
Fresenius Medical Care AG(FMS)0401,800+401,800011,4790.38%+11,479
Virtu Finl Inc(VIRT)0256,200+256,200011,4750.38%+11,475
Millicom Intl Cellular S A
COM STK
0299,900+299,900011,2370.37%+11,237
Caseys Gen Stores Inc(CASY)022,000+22,000011,2260.37%+11,226
Fox Corp(FOX)0199,100+199,100011,1580.37%+11,158
UGI Corp(UGI)2,168,9522,269,952+101,00071,72782,6722.76%+10,944
CSG Systems International Inc0166,267+166,267010,8590.36%+10,859
Axis Cap Hldgs Ltd
SHS
0103,600+103,600010,7560.36%+10,756
Charter Communications Inc N(CHTR)026,300+26,300010,7520.36%+10,752
ADT Inc Del(ADT)01,251,700+1,251,700010,6020.35%+10,602
Driven Brands Holdings Inc(DRVN)0601,500+601,500010,5620.35%+10,562
Kroger Co(KR)93,800234,162+140,3626,34916,7960.56%+10,447
Horace Mann Educators Corp(HMN)0241,500+241,500010,3770.35%+10,377
PriceSmart Inc(PSMT)098,300+98,300010,3250.34%+10,325
StoneX Group Inc(SNEX)0112,200+112,200010,2260.34%+10,226
Graham Hldgs Co(GHC)010,787+10,787010,2060.34%+10,206
EverQuote Inc(EVER)0420,600+420,600010,1700.34%+10,170
Walmart Inc(WMT)0103,300+103,300010,1010.34%+10,101
Fluor Corp(FLR)0853,700+853,700043,7691.46%+43,769
Verizon Communications Inc(VZ)237,350471,835+234,48510,76620,4160.68%+9,650
Telephone and Data Sys Inc(TDS)0268,100+268,10009,5390.32%+9,539
BJS Whsl Club Hldgs Inc(BJ)087,700+87,70009,4570.32%+9,457
Cheesecake Factory Inc(CAKE)01,091,400+1,091,400068,3872.28%+68,387
Brighthouse Finl nc(BHF)0173,447+173,44709,3260.31%+9,326
Fresh Del Monte Produce Inc(DMC)0285,445+285,44509,2540.31%+9,254
Markel Group Inc(MKL)04,600+4,60009,1880.31%+9,188
Loews Corp(L)098,000+98,00008,9830.30%+8,983
Sunoco LP/Sunoco FIN Corp(SUN)0166,800+166,80008,9390.30%+8,939
Everus Constr Group(ECG)0394,375+394,375025,0550.84%+25,055
Hanover InsGroup Inc(THG)051,700+51,70008,7820.29%+8,782
Weis Mkts Inc(WMK)0120,679+120,67908,7480.29%+8,748
Nomad Foods Ltd(NOMD)0507,200+507,20008,6170.29%+8,617
Travelers Companies Inc(TRV)032,200+32,20008,6150.29%+8,615
Old Rep Intl Corp(ORI)0223,998+223,99808,6100.29%+8,610
Unum Group(UNM)0106,400+106,40008,5930.29%+8,593
Compass Inc(COMP)01,333,400+1,333,40008,3740.28%+8,374
Pilgrims Pride Corp(PPC)0183,500+183,50008,2540.28%+8,254
CNO Finll Group Inc0211,000+211,00008,1400.27%+8,140
Alignment Healthcare Inc(ALHC)0560,900+560,90007,8530.26%+7,853
Citigroup Inc(C)090,400+90,40007,6950.26%+7,695
Fidelity National Financial(FNF)0133,300+133,30007,4730.25%+7,473
Root Inc(ROOT)056,002+56,00207,1670.24%+7,167
EZCORP Inc(EZPW)0511,800+511,80007,1040.24%+7,104
Canadian Nat Res Ltd(CNQ)0195,500+195,50006,1390.20%+6,139
Unilever PLC(UL)098,300+98,30006,0130.20%+6,013
Royal Bk Cda(RY)045,400+45,40005,9720.20%+5,972
Granite Construction Inc(GVA)0571,000+571,000053,3941.78%+53,394
Cinemark Holdings Inc(CNK)01,632,000+1,632,000049,2541.64%+49,254
Redfin Corp4,642,5004,181,000-461,50042,75746,7851.56%+4,028
Dell Technologies Inc(DELL)024,100+24,10002,9550.10%+2,955
DT Midstream Inc(DTM)0173,440+173,440019,0630.64%+19,063
National Grid PLC(NGG)199,344211,044+11,70013,07915,7040.52%+2,625
Logitech Intll S A
SHS
010,200+10,20002,2630.08%+2,263
Robinhood Markets Inc(HOOD)023,000+23,00002,1530.07%+2,153
Groupon Inc(GRPN)768,100494,000-274,10014,41716,5240.55%+2,107
Booz Allen Hamilton Holding Corp019,400+19,40002,0200.07%+2,020
International Business Machines Corp(IBM)041,600+41,600012,2630.41%+12,263
Hingham Institution For Savings The012,000+12,00002,9800.10%+2,980
Mastercard Inc(MA)02,700+2,70001,5170.05%+1,517
Philip Morris International Inc(PM)67,30066,900-40010,68312,1840.41%+1,502
Jabil Inc(JBL)016,955+16,95503,6980.12%+3,698
Chubb Limited
COM
04,500+4,50001,3040.04%+1,304
Toronto-Dominion Bk Ont(TD)95,20095,20005,7066,9920.23%+1,286
Post Holdings Inc(POST)0494,600+494,600053,9261.80%+53,926
Atlantic Un Bankshares Corp(AUB)040,000+40,00001,2510.04%+1,251
Public Service Enterprise Group Inc(PEG)0184,890+184,890015,5640.52%+15,564
Cisco Systems Inc(CSCO)0153,250+153,250010,6320.35%+10,632
Dominion Energy Inc(D)084,477+84,47704,7750.16%+4,775
Morgan Stanley(MS)47,20047,20005,5076,6490.22%+1,142
Kinder Morgan Inc(KMI)1,022,5611,028,861+6,30029,17430,2491.01%+1,075
Cheniere Energy Inc(LNG)138,067135,467-2,60031,94932,9891.10%+1,040
Etoro Group Ltd(ETOR)015,000+15,00009990.03%+999
Bancorp Inc Del(TBBK)017,000+17,00009680.03%+968
Coinbase Global Inc(COIN)06,000+6,00002,1030.07%+2,103
Southern Co(SO)272,300282,900+10,60025,03825,9790.87%+941
Bank of America Corp0152,600+152,60007,2210.24%+7,221
Rocket Cos Inc(RKT)060,000+60,00008510.03%+851
Pacific Premier Bancorp Inc0150,000+150,00003,1640.11%+3,164
ConnectOne Bancorp Inc(CNOB)0135,000+135,00003,1270.10%+3,127
Ferguson Enterprises Inc(FERG)15,10014,800-3002,4193,2230.11%+803
National Fuel Gas Co(NFG)84,22487,924+3,7006,6707,4480.25%+778
Nike Inc(NKE)77,30078,950+1,6504,9075,6090.19%+702
Wells Fargo & Co(WFC)091,000+91,00007,2910.24%+7,291
Eagle Bancorp Inc(EGBN)0140,000+140,00002,7270.09%+2,727
RTX Corp(RTX)045,200+45,20006,6000.22%+6,600
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