Fund HoldingsHENNESSY ADVISORS INC

Total Portfolio Value
$639.19M
Total Bought
$639.19M
Total Sold
$1.43B
Net Transaction
-$787.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MODINE MFG CO(MOD)0593,200+593,200035,4145.54%+35,414
STERLING INFRASTRUCTURE INC(STRL)0365,700+365,700032,1565.03%+32,156
COMFORT SYS USA INC(FIX)0146,600+146,600030,1514.72%+30,151
CARPENTER TECHNOLOGY CORP(CRS)0387,100+387,100027,4074.29%+27,407
APPLIED INDL TECHNOLOGIES INC(AIT)0156,600+156,600027,0434.23%+27,043
FLUOR CORP NEW(FLR)0687,200+687,200026,9184.21%+26,918
PAR PAC HOLDINGS INC(PARR)0718,400+718,400026,1284.09%+26,128
EMCOR GROUP INC(EME)0120,400+120,400025,9384.06%+25,938
XPO INC(XPO)0281,600+281,600024,6653.86%+24,665
PARSONS CORP DEL(PSN)0383,700+383,700024,0623.76%+24,062
OSHKOSH CORP(OSK)0220,700+220,700023,9263.74%+23,926
MILLERKNOLL INC(MLKN)0874,900+874,900023,3423.65%+23,342
GUESS INC01,000,100+1,000,100023,0623.61%+23,062
FLOWSERVE CORP(FLS)0541,500+541,500022,3213.49%+22,321
MSC INDL DIRECT INC(MSM)0213,800+213,800021,6493.39%+21,649
LIBERTY ENERGY INC(LBRT)01,173,000+1,173,000021,2783.33%+21,278
CONSOL ENERGY INC NEW0207,000+207,000020,8103.26%+20,810
CALIFORNIA RES CORP(CRC)0378,800+378,800020,7133.24%+20,713
CINEMARK HLDGS INC(CNK)01,135,600+1,135,600016,0012.50%+16,001
NCR VOYIX CORPORATION0838,000+838,000014,1712.22%+14,171
NCR ATLEOS CORPORATION(NATL)0403,450+403,45009,8001.53%+9,800
BANK AMERICA CORP0225,300+225,30007,5861.19%+7,586
VALERO ENERGY CORP(VLO)045,950+45,95005,9740.93%+5,974
COMCAST CORP NEW(CCZ)0132,900+132,90005,8280.91%+5,828
SHELL PLC(SHEL)085,400+85,40005,6190.88%+5,619
MEDTRONIC PLC(MDT)061,600+61,60005,0750.79%+5,075
GSK PLC(GSK)0135,760+135,76005,0310.79%+5,031
WEATHERFORD INTL PLC(WFRD)047,900+47,90004,6860.73%+4,686
YPF SOCIEDAD ANONIMA(YPF)0270,500+270,50004,6500.73%+4,650
CECO ENVIRONMENTAL CORP(CECO)0204,800+204,80004,1530.65%+4,153
GRANITE CONSTR INC(GVA)075,000+75,00003,8150.60%+3,815
MATERION CORP(MTRN)028,400+28,40003,6960.58%+3,696
TEEKAY CORPORATION0513,700+513,70003,6730.57%+3,673
ATI INC(ATI)077,200+77,20003,5100.55%+3,510
ENCORE WIRE CORP016,400+16,40003,5030.55%+3,503
EQUITRANS MIDSTREAM CORP0338,500+338,50003,4460.54%+3,446
STONEX GROUP INC(SNEX)045,750+45,75003,3780.53%+3,378
UNUM GROUP(UNM)073,600+73,60003,3280.52%+3,328
CENCORA INC016,100+16,10003,3070.52%+3,307
WAFD INC(WAFD)0100,000+100,00003,2960.52%+3,296
TEREX CORP NEW(TEX)054,000+54,00003,1030.49%+3,103
MIDLAND STATES BANCORP INC0110,000+110,00003,0320.47%+3,032
DIME CMNTY BANCSHARES INC(DCBG)0112,000+112,00003,0160.47%+3,016
WABASH NATL CORP0117,500+117,50003,0100.47%+3,010
TSAKOS ENERGY NAVIGATION LTD(TEN)0132,400+132,40002,9420.46%+2,942
BELDEN INC037,000+37,00002,8580.45%+2,858
OXFORD INDS INC027,800+27,80002,7800.43%+2,780
HUNT J B TRANS SVCS INC(JBHT)013,500+13,50002,6960.42%+2,696
SERVICE PROPERTY TRUST(SVC)0290,900+290,90002,4840.39%+2,484
OVINTIV INC(OVV)056,400+56,40002,4770.39%+2,477
VISTEON CORP(VC)018,700+18,70002,3360.37%+2,336
O-I GLASS INC(OI)0141,900+141,90002,3240.36%+2,324
BORGWARNER INC064,000+64,00002,2940.36%+2,294
OIL STS INTL INC0337,300+337,30002,2900.36%+2,290
PRINCIPAL FINANCIAL GROUP INC(PFG)028,900+28,90002,2740.36%+2,274
CAMBRIDGE BANCORP032,000+32,00002,2210.35%+2,221
HOMESTREET INC(MCHB)0205,000+205,00002,1120.33%+2,112
MOSAIC CO NEW(MOS)053,000+53,00001,8940.30%+1,894
COLUMBIA BKG SYS INC(COLB)070,000+70,00001,8680.29%+1,868
WEBSTER FINL CORP(WBS)032,000+32,00001,6240.25%+1,624
VALLEY NATL BANCORP(VLY)0145,000+145,00001,5750.25%+1,575
VERTEX ENERGY INC0322,100+322,10001,0920.17%+1,092
NORTHWESTERN ENERGY GROUP INC(NWE)019,298+19,29809820.15%+982
ORANGE CNTY BANCORP INC014,000+14,00008430.13%+843
DISCOVER FINL SVCS06,000+6,00006740.11%+674
MARATHON OIL CORP025,800+25,80006230.10%+623
SYNCHRONY FINANCIAL(SYF)013,000+13,00004960.08%+496
CHENIERE ENERGY PARTNERS LP(CQP)09,300+9,30004630.07%+463
PHINIA INC(PHIN)012,800+12,80003880.06%+388
BROADCOM INC(AVGO)0137+13701530.02%+153
TELEFONAKTIEBOLAGET LM ERICSS(ERIC)024,078+24,07801520.02%+152
UNITED MICROELECTRONICS CORP(UMC)016,222+16,22201370.02%+137
ATLASSIAN CORPORATION0572+57201360.02%+136
MOTOROLA SOLUTIONS INC(MSI)0420+42001310.02%+131
MICROCHIP TECHNOLOGY INC.(MCHP)01,458+1,45801310.02%+131
NXP SEMICONDUCTORS N V
COM
0572+57201310.02%+131
CELLEBRITE DI LTD(CLBT)015,140+15,14001310.02%+131
CHECK POINT SOFTWARE TECH LTD
ORD
0856+85601310.02%+131
MACOM TECH SOLUTIONS HLDGS INC(MTSI)01,391+1,39101290.02%+129
INFOSYS LTD(INFY)06,704+6,70401230.02%+123
ZIFF DAVIS INC(ZD)01,814+1,81401220.02%+122
PURE STORAGE INC(P)03,188+3,18801140.02%+114
HACKETT GROUP INC04,824+4,82401100.02%+110
EXTREME NETWORKS(EXTR)04,627+4,6270820.01%+82
ASE TECHNOLOGY HLDG CO LTD(ASX)12,5000-12,500940-94
STATE STR CORP(STT)4,0000-4,0002680-268
RGC RES INC000000
WESTERN ALLIANCE BANCORP(WAL)000000
ENTERGY CORP NEW(ETR)3,7600-3,7603480-348
PHILLIPS 66(PSX)4,0000-4,0004810-481
SCHWAB CHARLES CORP(SCHW)000000
US BANCORP DEL(USB)15,0000-15,0004960-496
CAPITAL ONE FINL CORP(COF)000000
SOFI TECHNOLOGIES INC(SOFI)70,0000-70,0005590-559
TRUIST FINANCIAL CORP(TFC)20,0000-20,0005720-572
TELLURIAN INC NEW000000
ZIONS BANCORPORATION N A(ZION)18,0000-18,0006280-628
ALGONQUIN PWR UTILS CORP000000
COMERICA INC000000
FREEPORT-MCMORAN INC(FCX)000000
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