Fund HoldingsHENNESSY ADVISORS INC

Total Portfolio Value
$3.36B
Total Bought
$1.78B
Total Sold
$1.51B
Net Transaction
+$271.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Peloton Interactive Inc(PTON)09,800,000+9,800,000085,2602.54%+85,260
Alaska Air Group Inc01,273,500+1,273,500082,4592.45%+82,459
BRINKER INTL INC(EAT)0619,000+619,000081,8882.44%+81,888
NEWELL BRANDS INC(NWL)07,272,200+7,272,200072,4312.15%+72,431
UGI Corp(UGI)02,375,752+2,375,752067,0672.00%+67,067
CHEESECAKE FACTORY INC(CAKE)01,330,400+1,330,400063,1141.88%+63,114
Herc Holdings Inc(HRI)0332,659+332,659062,9821.87%+62,982
Hanesbrands Inc07,641,100+7,641,100062,1991.85%+62,199
Granite Construction Inc(GVA)0696,000+696,000061,0461.82%+61,046
RINGCENTRAL INC(RNG)01,686,800+1,686,800059,0551.76%+59,055
Ingredion Inc(INGR)0426,300+426,300058,6421.74%+58,642
POST HLDGS INC(POST)0496,800+496,800056,8641.69%+56,864
Nordstrom Inc02,319,900+2,319,900056,0261.67%+56,026
Lincoln National Corp(LNC)01,708,900+1,708,900054,1891.61%+54,189
MATTEL INC(MAT)03,002,700+3,002,700053,2381.58%+53,238
Graphic Packaging Holding Co(GPK)01,901,400+1,901,400051,6421.54%+51,642
WORLD KINECT CORPORATION(WKC)01,843,234+1,843,234050,7071.51%+50,707
DYCOM INDS INC(DY)0288,600+288,600050,2341.49%+50,234
VOYA FINANCIAL INC(VOYA)0685,100+685,100047,1551.40%+47,155
KBR INC(KBR)0811,700+811,700047,0221.40%+47,022
Lumen Technologies Inc(LUMN)08,491,400+8,491,400045,0891.34%+45,089
KB HOME(KBH)0671,300+671,300044,1181.31%+44,118
M/I Homes Inc(MHO)0328,500+328,500043,6741.30%+43,674
MERITAGE HOMES CORP(MTH)0280,500+280,500043,1471.28%+43,147
Oscar Health Inc(OSCR)644,1004,188,400+3,544,30013,66156,2921.67%+42,631
REDFIN CORP05,096,400+5,096,400040,1091.19%+40,109
Insight Enterprises Inc(NSIT)0258,000+258,000039,2421.17%+39,242
MDU Resources Group Inc(MDU)02,155,007+2,155,007038,8331.16%+38,833
EVERUS CONSTR GROUP(ECG)0480,775+480,775031,6110.94%+31,611
BERKSHIRE HATHAWAY INC - CL A035+35023,8320.71%+23,832
Cinemark Holdings Inc(CNK)1,747,7001,989,300+241,60048,65661,6291.83%+12,973
Celestica Inc(CLS)0220,200+220,200020,3240.60%+20,324
Penguin Solutions Inc0484,200+484,20009,2920.28%+9,292
Fluor Corp(FLR)919,8001,040,600+120,80043,88451,3221.53%+7,439
Universal Technical Institute Inc(UTI)646,800690,900+44,10010,51717,7630.53%+7,246
GUESS INC0322,800+322,80004,5390.14%+4,539
DT Midstream Inc(DTM)0176,300+176,300017,5300.52%+17,530
Toronto-Dominion Bank/The(TD)081,900+81,90004,3600.13%+4,360
Urban Outfitters Inc(URBN)0225,200+225,200012,3590.37%+12,359
Interface Inc(TILE)570,000608,900+38,90010,81314,8270.44%+4,014
Stride Inc(LRN)150,200160,400+10,20012,81416,6700.50%+3,857
Teva Pharmaceutical Industries Ltd(TEVA)680,300726,600+46,30012,25916,0140.48%+3,755
BREAD FINANCIAL HOLDINGS INC057,000+57,00003,4800.10%+3,480
Cheniere Energy Inc(LNG)160,847147,347-13,50028,92731,6600.94%+2,734
Greenbrier Cos Inc/The(GBX)184,700197,300+12,6009,39912,0330.36%+2,634
Live Nation Entertainment Inc(LYV)90,80097,000+6,2009,94212,5620.37%+2,620
REV GROUP INC431,500460,900+29,40012,10814,6890.44%+2,581
Groupon Inc(GRPN)801,300855,900+54,6007,83710,3990.31%+2,562
SiriusPoint Ltd(SPNT)734,105784,105+50,00010,52712,8510.38%+2,324
VSE Corp(VSEC)0127,946+127,946012,1680.36%+12,168
Energy Transfer LP(ET)0570,900+570,900011,1840.33%+11,184
EQT Corp(EQT)793,768673,968-119,80029,08431,0770.92%+1,993
Cisco Systems Inc(CSCO)205,400216,800+11,40010,93112,8350.38%+1,903
MCDONALDS CORP(MCD)06,450+6,45001,8700.06%+1,870
FLAGSTAR FINANCIAL INC(FLG)0200,000+200,00001,8660.06%+1,866
NiSource Inc(NI)394,581422,081+27,50013,67215,5160.46%+1,843
TechnipFMC PLC(FTI)379,440404,740+25,3009,95311,7130.35%+1,760
Turtle Beach Corp536,900573,500+36,6008,2369,9270.30%+1,691
Kinder Morgan Inc(KMI)1,195,0911,023,891-171,20026,40028,0550.83%+1,655
Southwest Gas Holdings Inc(SWX)0110,817+110,81707,8360.23%+7,836
MASTERCARD INCORPORATED(MA)03,000+3,00001,5800.05%+1,580
Procter & Gamble Co/The(PG)044,250+44,25007,4190.22%+7,419
Assurant Inc(AIZ)50,50054,000+3,50010,04211,5140.34%+1,471
Wells Fargo & Co(WFC)0124,700+124,70008,7590.26%+8,759
Mercury General Corp(MCY)180,000192,300+12,30011,33612,7840.38%+1,448
CenterPoint Energy Inc(CNP)0443,428+443,428014,0700.42%+14,070
CUSTOMERS BANCORP INC(CUBB)027,000+27,00001,3140.04%+1,314
ROBINHOOD MKTS INC(HOOD)035,000+35,00001,3040.04%+1,304
Enbridge Inc(ENB)574,365579,465+5,10023,32524,5870.73%+1,262
IES Holdings Inc(IESC)77,30082,600+5,30015,43116,5990.49%+1,169
Merck & Co Inc(MRK)064,950+64,95006,4610.19%+6,461
Sempra(SRE)280,380279,580-80023,44824,5250.73%+1,077
Morgan Stanley(MS)69,50066,000-3,5007,2458,2980.25%+1,053
Eagle Bancorp Inc(EGBN)125,000146,000+21,0002,8233,8000.11%+978
Xcel Energy Inc(XEL)0119,999+119,99908,1020.24%+8,102
PVH Corp(PVH)080,380+80,38008,5000.25%+8,500
Allstate Corp/The(ALL)54,80058,600+3,80010,39311,2970.34%+905
LPL Financial Holdings Inc(LPLA)010,700+10,70003,4940.10%+3,494
Griffon Corp(GFF)131,100140,000+8,9009,1779,9780.30%+801
PG&E Corp(PCG)833,949856,649+22,70016,48717,2870.51%+800
JPMORGAN CHASE & CO.(JPM)035,800+35,80008,5820.26%+8,582
ONEOK Inc(OKE)0288,245+288,245028,9400.86%+28,940
Williams Cos Inc/The(WMB)089,652+89,65204,8520.14%+4,852
Citigroup Inc(C)122,200118,800-3,4007,6508,3620.25%+713
NB Bancorp Inc(NBBK)0205,000+205,00003,7020.11%+3,702
AZZ Inc123,100131,500+8,40010,16910,7720.32%+603
Capital One Financial Corp(COF)08,000+8,00001,4270.04%+1,427
Enterprise Products Partners LP(EPD)0259,700+259,70008,1440.24%+8,144
Baker Hughes Co(BKR)0158,400+158,40006,4980.19%+6,498
MPLX LP(MPLX)0156,449+156,44907,4880.22%+7,488
Williams-Sonoma Inc(WSM)024,700+24,70004,5740.14%+4,574
Bank of America Corp0185,900+185,90008,1700.24%+8,170
Moog Inc(MOG-A)60,30064,400+4,10012,18212,6760.38%+495
Associated Banc-Corp0155,000+155,00003,7050.11%+3,705
Targa Resources Corp(TRGP)015,500+15,50002,7670.08%+2,767
EXPAND ENERGY CORPORATION(EXE)04,000+4,00003980.01%+398
Synchrony Financial(SYF)016,000+16,00001,0400.03%+1,040
ConocoPhillips(COP)036,324+36,32403,6020.11%+3,602
Jabil Inc(JBL)020,369+20,36902,9310.09%+2,931
TC Energy Corp(TRP)557,400576,700+19,30026,50426,8340.80%+329
Page 1 of 1