Fund HoldingsHENNESSY ADVISORS INC

Total Portfolio Value
$1.43B
Total Bought
$223.37M
Total Sold
$181.80M
Net Transaction
+$41.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CHENIERE ENERGY INC(LNG)0151,517+151,517025,1461.76%+25,146
SUPER MICRO COMPUTER INC(SMCI)218,800280,300+61,50054,53676,8645.39%+22,328
PBF ENERGY INC(PBF)429,634555,434+125,80017,58929,7322.08%+12,143
NATIONAL GRID PLC(NGG)0172,344+172,344010,4490.73%+10,449
DUKE ENERGY CORP NEW(DUK)0117,787+117,787010,3960.73%+10,396
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN(PAA)1,500,8361,867,736+366,90021,16228,6142.01%+7,452
PLAINS GP HLDGS L P(PAGP)1,017,1001,372,700+355,60015,08422,1281.55%+7,044
CASEYS GEN STORES INC(CASY)57,30077,400+20,10013,97421,0161.47%+7,041
CLEAN HARBORS INC COM(CLH)127,200163,800+36,60020,91527,4141.92%+6,498
MURPHY USA INC(MUSA)43,20058,300+15,10013,44019,9231.40%+6,483
CVR ENERGY INC(CVI)0597,000+597,000020,3161.42%+20,316
PENSKE AUTOMOTIVE GRP INC(PAG)126,000162,400+36,40020,99527,1311.90%+6,135
HSBC HLDGS PLC(HSBC)0151,000+151,00005,9580.42%+5,958
MORGAN STANLEY(MS)071,900+71,90005,8720.41%+5,872
CITIGROUP INC(C)0138,300+138,30005,6880.40%+5,688
BJS WHSL CLUB HLDGS INC(BJ)0226,700+226,700016,1801.13%+16,180
TORONTO DOMINION BK ONT(TD)089,700+89,70005,4050.38%+5,405
MPLX LP(MPLX)0142,949+142,94905,0850.36%+5,085
UNILEVER PLC(UL)099,200+99,20004,9000.34%+4,900
BCE INC(BCE)0115,100+115,10004,3930.31%+4,393
COMMERCIAL METALS CO(CMC)303,800410,000+106,20015,99820,2581.42%+4,260
AUTONATION INC(AN)98,900133,500+34,60016,28020,2121.42%+3,932
KLA CORP(KLAC)06,818+6,81803,1270.22%+3,127
GREEN PLAINS INC(GPRE)341,900461,500+119,60011,02313,8910.97%+2,868
SONOCO PRODS CO(SON)0262,600+262,600014,2721.00%+14,272
ACADEMY SPORTS & OUTDOORS INC COM(ASO)0438,300+438,300020,7181.45%+20,718
C H ROBINSON WORLDWIDE INC(CHRW)026,000+26,00002,2390.16%+2,239
BERKSHIRE HATHAWAY INC DEL05,000+5,00001,7520.12%+1,752
FIRST BANCORP P R(FBP)0130,000+130,00001,7500.12%+1,750
ALPHA METALLURGICAL RESOUR INC COM018,000+18,00004,6750.33%+4,675
DICKS SPORTING GOODS INC(DKS)0157,600+157,600017,1121.20%+17,112
VISA INC(V)07,000+7,00001,6100.11%+1,610
JABIL INC(JBL)72,49571,695-8007,8249,0970.64%+1,273
ENERGY TRANSFER L P(ET)548,500585,500+37,0006,9668,2150.58%+1,249
CHEVRON CORP NEW(CVX)064,932+64,932010,9490.77%+10,949
OCEANEERING INTL INC(OII)0153,200+153,20003,9400.28%+3,940
DT MIDSTREAM INC(DTM)175,000183,800+8,8008,6759,7270.68%+1,052
NORTHWESTERN CORP(NWE)019,298+19,29809270.06%+927
SUNCOR ENERGY INC NEW(SU)204,060200,460-3,6005,9836,8920.48%+909
CANADIAN NAT RES LTD(CNQ)118,000116,000-2,0006,6397,5020.53%+863
DELL TECHNOLOGIES INC(DELL)65,60064,000-1,6003,5504,4100.31%+860
BANNER CORP(BANR)020,000+20,00008480.06%+848
HOMETRUST BANCSHARES INC(HTB)063,000+63,00001,3650.10%+1,365
MARATHON PETE CORP(MPC)024,200+24,20003,6620.26%+3,662
EXXON MOBIL CORP086,510+86,510010,1720.71%+10,172
WESCO INTL INC(WCC)112,600145,400+32,80020,16220,9111.47%+749
ASSOCIATED BANC CORP0170,000+170,00002,9090.20%+2,909
ZIONS BANCORPORATION N A(ZION)018,000+18,00006280.04%+628
TOTALENERGIES SE(TTE)90,50088,600-1,9005,2165,8260.41%+610
TRUIST FINANCIAL CORP(TFC)020,000+20,00005720.04%+572
SOFI TECHNOLOGIES INC(SOFI)070,000+70,00005590.04%+559
EQUINOR ASA(EQNR)188,000184,100-3,9005,4916,0370.42%+545
ENTERPRISE PRODS PARTNERS L P COM(EPD)0221,400+221,40006,0600.42%+6,060
DIAMONDBACK ENERGY INC(FANG)024,520+24,52003,7980.27%+3,798
US BANCORP DEL(USB)015,000+15,00004960.03%+496
METLIFE INC(MET)093,100+93,10005,8570.41%+5,857
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR(PBR)536,000524,900-11,1007,4137,8680.55%+455
CF INDS HLDGS INC(CF)030,600+30,60002,6240.18%+2,624
WESTERN NEW ENG BANCORP INC0387,538+387,53802,5150.18%+2,515
CONOCOPHILLIPS(COP)030,745+30,74503,6830.26%+3,683
BROOKLINE BANCORP INC DEL190,000230,000+40,0001,6612,0950.15%+435
AMGEN INC(AMGN)09,300+9,30002,4990.18%+2,499
APA CORPORATION(APA)062,300+62,30002,5610.18%+2,561
BP PLC(BP)141,500138,600-2,9004,9945,3670.38%+373
ABBVIE INC(ABBV)032,500+32,50004,8440.34%+4,844
TEXAS CAP BANCSHARES INC(TCBI)50,00050,00002,5752,9450.21%+370
NEXTERA ENERGY INC(NEE)012,570+12,57007200.05%+720
KEYCORP(KEY)0145,000+145,00001,5600.11%+1,560
GOLDMAN SACHS GROUP INC(GS)03,500+3,50001,1320.08%+1,132
PIONEER NAT RES CO016,250+16,25003,7300.26%+3,730
EOG RES INC(EOG)028,830+28,83003,6540.26%+3,654
COMSTOCK RES INC(CRK)067,000+67,00007390.05%+739
CATERPILLAR INC(CAT)010,600+10,60002,8940.20%+2,894
SOLARIS OILFIELD INFRASTRUCTUR COM CL A(SEI)87,92087,92007329370.07%+205
ENLINK MIDSTREAM LLC109,000109,00001,1551,3320.09%+177
TECHNIPFMC PLC(FTI)46,84046,84007789530.07%+174
PACIFIC PREMIER BANCORP130,000130,00002,6882,8290.20%+140
ANTERO MIDSTREAM CORP(AM)346,600346,60004,0214,1520.29%+132
COTERRA ENERGY INC0107,800+107,80002,9160.20%+2,916
PHILLIPS 66(PSX)04,000+4,00004810.03%+481
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT(WES)120,700120,70003,2013,2870.23%+86
ANTERO RESOURCES CORP(AR)033,900+33,90008600.06%+860
HEWLETT PACKARD ENTERPRISE CO COM(HPE)0360,263+360,26306,2580.44%+6,258
INTERNATIONAL BUSINESS MACHS COM(IBM)070,450+70,45009,8840.69%+9,884
STATE STR CORP(STT)04,000+4,00002680.02%+268
EQUITABLE HLDGS INC COM082,400+82,40002,3390.16%+2,339
DILLARDS INC(DDS)9,2009,20003,0023,0430.21%+42
TENARIS S A(TS)25,00025,00007497900.06%+41
WINTRUST FINL CORP(WTFC)034,000+34,00002,5670.18%+2,567
CITIZENS FINL GROUP INC(CFG)60,00059,000-1,0001,5651,5810.11%+16
FIRST CTZNS BANCSHARES INC N C CL A(FCNCA)850800-501,0911,1040.08%+13
CHESAPEAKE ENERGY CORP(EXE)031,300+31,30002,6990.19%+2,699
MASTERCARD INCORPORATED(MA)4,3004,30001,6911,7020.12%+11
OLD NATL BANCORP IND(ONB)0130,000+130,00001,8900.13%+1,890
NATIONAL FUEL GAS CO(NFG)088,424+88,42404,5900.32%+4,590
FLUSHING FINL CORP240,000225,000-15,0002,9502,9540.21%+5
ASE TECHNOLOGY HLDG CO LTD(ASX)012,500+12,5000940.01%+94
SCHLUMBERGER LTD(SLB)20,31016,810-3,5009989800.07%-18
ENTERGY CORP NEW(ETR)03,760+3,76003480.02%+348
HALLIBURTON CO(HAL)021,650+21,65008770.06%+877
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