Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$502.93M
Total Bought
$251.59M
Total Sold
$408.61M
Net Transaction
-$157.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MILLER INDS INC TENN0371,378+371,378018,6063.70%+18,606
ENSTAR GROUP LIMITED056,815+56,815017,6563.51%+17,656
BEL FUSE INC0239,090+239,090014,4202.87%+14,420
TRIMAS CORP(TRS)0506,715+506,715013,5442.69%+13,544
VERIZON COMMUNICATIONS INC(VZ)0292,530+292,530012,2752.44%+12,275
TAPESTRY INC(TPR)0239,787+239,787011,3852.26%+11,385
KB FINL GROUP INC(KB)0190,951+190,95109,9431.98%+9,943
FERGUSON PLC NEW042,683+42,68309,3231.85%+9,323
TAIWAN SEMICONDUCTOR MFG LTD(TSM)066,757+66,75709,0821.81%+9,082
KEURIG DR PEPPER INC(KDP)0275,653+275,65308,4541.68%+8,454
LEGACY HOUSING CORP0338,355+338,35507,2811.45%+7,281
JOHN BEAN TECHNOLOGIES CORP(JBTM)083,110+83,11008,7171.73%+8,717
WATSCO INC(WSO)8,38722,871+14,4843,5949,8801.96%+6,286
PHINIA INC(PHIN)0150,575+150,57505,7871.15%+5,787
ISHARES TR051,473+51,47305,6901.13%+5,690
GSK PLC(GSK)0124,573+124,57305,3401.06%+5,340
MERCK & CO INC(MRK)075,597+75,59709,9751.98%+9,975
LAMAR ADVERTISING CO NEW(LAMR)039,331+39,33104,6960.93%+4,696
GATES INDL CORP PLC
ORD SHS
0247,163+247,16304,3770.87%+4,377
DEVON ENERGY CORP NEW(DVN)0176,378+176,37808,8511.76%+8,851
VANGUARD BD INDEX FDS
VANGUARD ULTRA
081,475+81,47504,0370.80%+4,037
EQUINOR ASA(EQNR)0136,359+136,35903,6860.73%+3,686
HUBBELL INC(HUBB)34,43135,055+62411,32514,5502.89%+3,224
VANGUARD INDEX FDS06,654+6,65403,1990.64%+3,199
ARES MANAGEMENT CORPORATION(ARES)022,426+22,42602,9820.59%+2,982
VANGUARD SPECIALIZED FUNDS014,544+14,54402,6560.53%+2,656
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
031,179+31,17902,4100.48%+2,410
FLOOR & DECOR HLDGS INC(FND)018,215+18,21502,3610.47%+2,361
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
027,713+27,71302,2310.44%+2,231
ALPHABET INC(GOOG)013,055+13,05501,9700.39%+1,970
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,634+11,63401,9700.39%+1,970
BERKSHIRE HATHAWAY INC DEL04,628+4,62801,9460.39%+1,946
CANNAE HLDGS INC226,325283,518+57,1934,4166,3051.25%+1,890
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
031,567+31,56701,8330.36%+1,833
ISHARES TR033,566+33,56601,7320.34%+1,732
ABBVIE INC(ABBV)52,14853,400+1,2528,0819,7241.93%+1,643
ACCENTURE PLC IRELAND
SHS CLASS A
04,729+4,72901,6390.33%+1,639
ISHARES TR017,518+17,51801,6190.32%+1,619
DANAOS CORPORATION(DAC)021,536+21,53601,5550.31%+1,555
VANGUARD TAX-MANAGED FDS030,809+30,80901,5460.31%+1,546
ISHARES TR064,180+64,18001,5360.31%+1,536
MONARCH CASINO & RESORT INC(MCRI)123,721134,500+10,7798,55510,0862.01%+1,531
VANGUARD INDEX FDS05,505+5,50501,3750.27%+1,375
BEL FUSE INC019,242+19,24201,3630.27%+1,363
RELIANCE INC(RS)32,75631,301-1,4559,16110,4602.08%+1,299
AMERICAN EAGLE OUTFITTERS IN048,981+48,98101,2630.25%+1,263
NRG ENERGY INC(NRG)017,592+17,59201,1910.24%+1,191
VIAD CORP(PRSU)371,244369,490-1,75413,43914,5912.90%+1,152
ALTA EQUIPMENT GROUP INC088,520+88,52001,1460.23%+1,146
EMERALD HOLDING INC(EEX)864,205920,316+56,1115,1686,2671.25%+1,099
MICROSOFT CORP(MSFT)044,762+44,762018,8323.74%+18,832
PERFICIENT INC017,320+17,32009750.19%+975
ONESPAWORLD HOLDINGS LIMITED
COM
66,810141,321+74,5119421,8700.37%+928
SPDR SER TR
ST STR SP BIOT
09,182+9,18208710.17%+871
BELLRING BRANDS INC(BRBR)014,534+14,53408580.17%+858
PERFORMANCE FOOD GROUP CO(PFGC)0159,199+159,199011,8832.36%+11,883
HEALTHEQUITY INC(HQY)030,720+30,72002,5080.50%+2,508
NVENT ELECTRIC PLC(NVT)09,557+9,55707210.14%+721
INSPIRED ENTMT INC069,548+69,54806860.14%+686
INTERNATIONAL GAME TECHNOLOG(BRSL)028,503+28,50306440.13%+644
PITNEY BOWES INC(PBI)89,239232,355+143,1163931,0060.20%+613
ISHARES TR06,925+6,92505660.11%+566
CHAMPIONX CORPORATION051,746+51,74601,8570.37%+1,857
EAGLE MATLS INC(EXP)6,8056,80501,3801,8490.37%+469
APTARGROUP INC09,815+9,81501,4120.28%+1,412
CASS INFORMATION SYS INC55,66661,371+5,7052,5082,9560.59%+448
SKYLINE CHAMPION CORPORATION(SKY)37,90438,094+1902,8153,2380.64%+424
ISHARES TR08,065+8,06504140.08%+414
GENIUS SPORTS LIMITED
SHARES CL A
071,175+71,17504060.08%+406
EVERI HLDGS INC038,325+38,32503850.08%+385
AUTOZONE INC(AZO)0670+67002,1120.42%+2,112
NICOLET BANKSHARES INC043,939+43,93903,7780.75%+3,778
MICROSTRATEGY INC(MSTR)0192+19203270.07%+327
JPMORGAN CHASE & CO(JPM)010,609+10,60902,1250.42%+2,125
BLACKSTONE SECD LENDING FD(BXSL)09,750+9,75003040.06%+304
AMERICAN EXPRESS CO(AXP)07,947+7,94701,8090.36%+1,809
ISHARES TR02,593+2,59302860.06%+286
CDW CORP(CDW)09,128+9,12802,3350.46%+2,335
REGAL REXNORD CORPORATION(RRX)07,163+7,16301,2900.26%+1,290
PROSHARES TR
S&P 500 DV ARIST
02,231+2,23102260.04%+226
SPDR S&P 500 ETF TR(SPY)0430+43002250.04%+225
STELLANTIS N.V(STLA)07,364+7,36402080.04%+208
BANK AMERICA CORP048,973+48,97301,8570.37%+1,857
FIDUS INVT CORP010,487+10,48702070.04%+207
BRUNSWICK CORP(BC)028,187+28,18702,7210.54%+2,721
ENCOMPASS HEALTH CORP(EHC)013,889+13,88901,1470.23%+1,147
BOYD GAMING CORP(BYD)07,346+7,34604950.10%+495
BLOCK H & R INC022,154+22,15401,0880.22%+1,088
STEEL DYNAMICS INC(STLD)013,157+13,15701,9500.39%+1,950
UNUM GROUP(UNM)014,043+14,04307540.15%+754
TJX COS INC NEW(TJX)013,161+13,16101,3350.27%+1,335
WEBSTER FINL CORP(WBS)054,706+54,70602,7770.55%+2,777
FIRST MERCHANTS CORP(FRME)051,595+51,59501,8010.36%+1,801
CONOCOPHILLIPS(COP)07,841+7,84109980.20%+998
ARES CAPITAL CORP(ARCC)032,370+32,37006740.13%+674
CHEVRON CORP NEW(CVX)09,116+9,11601,4380.29%+1,438
PATRICK INDS INC(PATK)04,235+4,23505060.10%+506
SOUTHSTATE CORPORATION28,10428,780+6762,3732,4470.49%+74
HF SINCLAIR CORP(DINO)011,542+11,54206970.14%+697
TRINITY INDS INC(TRN)055,697+55,69701,5510.31%+1,551
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