Fund HoldingsHENNESSY ADVISORS INC

Total Portfolio Value
$3.12B
Total Bought
$623.26M
Total Sold
$246.57M
Net Transaction
+$376.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Sprouts Farmers Market Inc(SFM)804,100916,300+112,20067,271101,1693.24%+33,898
Modine Manufacturing Co(MOD)0720,100+720,100095,6223.06%+95,622
Carpenter Technology Corp(CRS)432,300493,800+61,50047,37178,8012.52%+31,429
Cheniere Energy Inc(LNG)0160,847+160,847028,9270.93%+28,927
Comfort Systems USA Inc(FIX)0192,600+192,600075,1812.41%+75,181
EMCOR Group Inc(EME)160,500182,900+22,40058,59578,7442.52%+20,149
PBF Energy Inc(PBF)0645,134+645,134019,9670.64%+19,967
Parsons Corp(PSN)517,100590,600+73,50042,30461,2331.96%+18,929
Coca-Cola Consolidated Inc(COKE)43,95650,256+6,30047,69266,1572.12%+18,465
Sterling Infrastructure Inc(STRL)0444,700+444,700064,4902.07%+64,490
NCR Atleos Corp(NATL)0620,950+620,950017,7160.57%+17,716
Par Pacific Holdings Inc(PARR)0934,400+934,400016,4450.53%+16,445
Cinemark Holdings Inc(CNK)1,530,2001,747,700+217,50033,08348,6561.56%+15,573
Group 1 Automotive Inc(GPI)108,500124,000+15,50032,25547,4971.52%+15,242
National Grid PLC(NGG)0203,444+203,444014,1740.45%+14,174
Oscar Health Inc(OSCR)0644,100+644,100013,6610.44%+13,661
Dell Technologies Inc(DELL)0112,300+112,300013,3120.43%+13,312
Duke Energy Corp(DUK)0114,287+114,287013,1770.42%+13,177
Applied Industrial Technologies Inc(AIT)0206,500+206,500046,0761.48%+46,076
EQT Corp(EQT)0793,768+793,768029,0840.93%+29,084
Fluor Corp(FLR)805,300919,800+114,50035,07143,8841.41%+8,813
Flowserve Corp(FLS)729,600833,400+103,80035,09443,0781.38%+7,985
Groupon Inc(GRPN)0801,300+801,30007,8370.25%+7,837
Citigroup Inc(C)0122,200+122,20007,6500.24%+7,650
Morgan Stanley(MS)069,500+69,50007,2450.23%+7,245
EnLink Midstream LLC2,477,0002,814,100+337,10034,08440,8331.31%+6,749
XPO Inc(XPO)379,400433,300+53,90040,27346,5841.49%+6,311
Canadian Natural Resources Ltd(CNQ)0177,000+177,00005,8780.19%+5,878
IES Holdings Inc(IESC)68,60077,300+8,7009,55815,4310.49%+5,873
MSC Industrial Direct Co Inc(MSM)0329,100+329,100028,3220.91%+28,322
Toronto-Dominion Bank/The(TD)084,800+84,80005,3640.17%+5,364
Oceaneering International Inc(OII)01,275,800+1,275,800031,7291.02%+31,729
Tutor Perini Corp(TPC)567,581639,381+71,80012,36217,3660.56%+5,004
CONSOL Energy Inc279,000318,600+39,60028,46633,3411.07%+4,875
LendingTree Inc201,500227,000+25,5008,38013,1730.42%+4,792
Tenet Healthcare Corp(THC)80,50090,600+10,10010,70915,0580.48%+4,349
Plains GP Holdings LP(PAGP)1,822,2002,081,300+259,10034,29438,5041.23%+4,210
Amneal Pharmaceuticals Inc(AMRX)1,388,6001,564,000+175,4008,81813,0120.42%+4,195
Guess Inc1,615,8001,841,300+225,50032,96237,0651.19%+4,103
Toll Brothers Inc(TOL)65,60073,900+8,3007,55611,4170.37%+3,861
Gap Inc/The(GAP)3,056,1003,485,300+429,20073,01076,8512.46%+3,841
NCR Voyix Corp1,129,1001,289,700+160,60013,94417,5010.56%+3,557
California Resources Corp(CRC)510,400583,000+72,60027,16330,5900.98%+3,427
Stride Inc(LRN)133,300150,200+16,9009,39812,8140.41%+3,416
Interface Inc(TILE)506,100570,000+63,9007,43010,8130.35%+3,383
Moog Inc(MOG-A)53,50060,300+6,8008,95112,1820.39%+3,231
TC Energy Corp(TRP)614,400557,400-57,00023,28626,5040.85%+3,219
PPL Corp(PPL)0185,419+185,41906,1340.20%+6,134
Southern Co/The(SO)0267,500+267,500024,1230.77%+24,123
Dream Finders Homes Inc(DFH)195,900220,600+24,7005,0587,9880.26%+2,930
WEC Energy Group Inc(WEC)0174,540+174,540016,7870.54%+16,787
Independent Bank Group Inc054,000+54,00003,1140.10%+3,114
Mercury General Corp(MCY)159,800180,000+20,2008,49211,3360.36%+2,845
Masterbrand Inc(MBC)457,100514,800+57,7006,7109,5440.31%+2,834
Eagle Bancorp Inc(EGBN)0125,000+125,00002,8230.09%+2,823
DAVITA INC(DVA)60,90068,600+7,7008,43911,2460.36%+2,807
Allstate Corp/The(ALL)48,70054,800+6,1007,77510,3930.33%+2,617
Assurant Inc(AIZ)44,90050,500+5,6007,46510,0420.32%+2,578
SiriusPoint Ltd(SPNT)651,705734,105+82,4007,95110,5270.34%+2,576
REV Group Inc383,100431,500+48,4009,53512,1080.39%+2,573
Atmos Energy Corp(ATO)0176,786+176,786024,5220.79%+24,522
Teva Pharmaceutical Industries Ltd(TEVA)603,900680,300+76,4009,81312,2590.39%+2,446
International Business Machines Corp(IBM)054,348+54,348012,0150.38%+12,015
Live Nation Entertainment Inc(LYV)80,60090,800+10,2007,5559,9420.32%+2,386
Public Service Enterprise Group Inc(PEG)185,490178,590-6,90013,67115,9320.51%+2,261
Kinder Morgan Inc(KMI)01,195,091+1,195,091026,4000.85%+26,400
American Woodmark Corp84,00094,600+10,6006,6028,8400.28%+2,238
Washington Trust Bancorp Inc067,000+67,00002,1580.07%+2,158
MillerKnoll Inc(MLKN)1,178,8001,344,500+165,70031,22633,2901.07%+2,063
Oshkosh Corp(OSK)297,300339,600+42,30032,16834,0311.09%+1,863
Sempra(SRE)0280,380+280,380023,4480.75%+23,448
Enbridge Inc(ENB)603,765574,365-29,40021,48823,3250.75%+1,837
Independent Bank Corp(INDB)060,000+60,00003,5480.11%+3,548
Griffon Corp(GFF)116,400131,100+14,7007,4339,1770.29%+1,744
AZZ Inc109,300123,100+13,8008,44310,1690.33%+1,726
JELD-WEN Holding Inc396,600446,800+50,2005,3427,0640.23%+1,722
Liberty Energy Inc(LBRT)1,981,1002,256,400+275,30041,38543,0751.38%+1,689
American Eagle Outfitters Inc320,600361,200+40,6006,3998,0870.26%+1,688
ConnectOne Bancorp Inc(CNOB)090,000+90,00002,2550.07%+2,255
Consolidated Edison Inc(ED)144,036139,236-4,80012,88014,4990.46%+1,619
Philip Morris International Inc(PM)82,30081,600-7008,3399,9060.32%+1,567
Universal Technical Institute Inc(UTI)574,200646,800+72,6009,03210,5170.34%+1,485
CMS Energy Corp(CMS)0166,198+166,198011,7390.38%+11,739
NiSource Inc(NI)0394,581+394,581013,6720.44%+13,672
Dime Community Bancshares Inc(DCBG)065,000+65,00001,8720.06%+1,872
PG&E Corp(PCG)866,949833,949-33,00015,13716,4870.53%+1,350
3M Co(MMM)059,950+59,95008,1950.26%+8,195
Cisco Systems Inc(CSCO)0205,400+205,400010,9310.35%+10,931
Banc of California Inc(BANC)0280,000+280,00004,1240.13%+4,124
Greenbrier Cos Inc/The(GBX)164,000184,700+20,7008,1269,3990.30%+1,273
Provident Financial Services Inc(PFS)120,000160,000+40,0001,7222,9700.10%+1,248
RTX Corp(RTX)060,000+60,00007,2700.23%+7,270
Turtle Beach Corp489,300536,900+47,6007,0178,2360.26%+1,219
First BanCorp/Puerto Rico(FBP)055,000+55,00001,1640.04%+1,164
BankUnited Inc(BKU)0104,000+104,00003,7900.12%+3,790
Kenvue Inc(KVUE)0233,300+233,30005,3960.17%+5,396
TechnipFMC PLC(FTI)336,440379,440+43,0008,7989,9530.32%+1,155
OceanFirst Financial Corp(OCFC)0220,000+220,00004,0900.13%+4,090
California BanCorp0190,000+190,00002,8100.09%+2,810
Flushing Financial Corp0150,000+150,00002,1870.07%+2,187
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