Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$720.25M
Total Bought
$129.49M
Total Sold
$184.94M
Net Transaction
-$55.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GSK PLC Sponsored Adr(GSK)0125,841+125,84104,5620.63%+4,562
John Bean Technologies Corp(JBTM)034,900+34,90003,6690.51%+3,669
Northern Oil and Gas, Inc.(NOG)087,503+87,50303,5200.49%+3,520
Fluor Corporation(FLR)0101,435+101,43503,7230.52%+3,723
Viad Corp(PRSU)178,440310,270+131,8304,7968,1291.13%+3,333
Kiniksa Pharmaceuticals Ltd. Class A0204,098+204,09803,5450.49%+3,545
Kosmos Energy LTD(KOS)0370,542+370,54203,0310.42%+3,031
Super Micro Computer, Inc.(SMCI)010,942+10,94203,0010.42%+3,001
WW International, Inc.0270,363+270,36302,9930.42%+2,993
Devon Energy(DVN)92,756154,141+61,3854,4847,3531.02%+2,869
HealthEquity Inc(HQY)061,609+61,60904,5010.62%+4,501
Weatherford International plc(WFRD)030,696+30,69602,7730.38%+2,773
Miller Industries Inc.334,506367,313+32,80711,86514,4022.00%+2,537
Duolingo, Inc. Class A(DUOL)023,637+23,63703,9210.54%+3,921
IES Holdings Incorporated(IESC)046,341+46,34103,0520.42%+3,052
Alamo Group012,440+12,44002,1500.30%+2,150
Camtek Ltd(CAMT)033,408+33,40802,0800.29%+2,080
KB Financial Group Incorporated(KB)146,542171,554+25,0125,3347,0530.98%+1,718
RxSight, Inc.98,880156,189+57,3092,8484,3560.60%+1,508
TechnipFMC plc(FTI)0142,877+142,87702,9060.40%+2,906
BWX Technologies, Inc.(BWXT)64,41780,981+16,5644,6106,0720.84%+1,462
Kirby Corp(KEX)016,990+16,99001,4070.20%+1,407
Hudson Technologies, Inc.0173,108+173,10802,3020.32%+2,302
Sprouts Farmers Market Inc(SFM)029,943+29,94301,2820.18%+1,282
Aehr Test Systems(AEHR)79,07298,608+19,5363,2624,5060.63%+1,245
Hershey Company(HSY)06,162+6,16201,2330.17%+1,233
AptarGroup, Inc.09,815+9,81501,2270.17%+1,227
Newpark Resources, Inc.(NPKI)0177,185+177,18501,2240.17%+1,224
Simpson Manufacturing Co., Inc.(SSD)014,657+14,65702,1960.30%+2,196
Fiverr International LTD048,831+48,83101,1950.17%+1,195
Cellebrite DI Ltd.(CLBT)0220,335+220,33501,6860.23%+1,686
Beacon Roofing Supply, Inc.024,506+24,50601,8910.26%+1,891
ESCO Technologies Inc.(ESE)019,889+19,88902,0770.29%+2,077
Ero Copper Corp.(ERO)062,445+62,44501,0770.15%+1,077
Matador Resources Company(MTDR)036,231+36,23102,1550.30%+2,155
Powell Industries, Inc.(POWL)028,951+28,95102,4000.33%+2,400
Alkami Technology Inc(ALKT)572,038571,224-8149,37610,4081.45%+1,032
Emerald Holding Inc.(EEX)0500,000+500,00002,2600.31%+2,260
Intuit(INTU)18,45718,534+778,4579,4701.31%+1,013
Carvana Company(CVNA)029,848+29,84801,2530.17%+1,253
Newmark Group, Inc. Class A(NMRK)0154,080+154,08009910.14%+991
MDC Holdings196,800246,812+50,0129,20410,1761.41%+972
Medpace Holdings, Inc.(MEDP)08,116+8,11601,9650.27%+1,965
Natera Incorporated(NTRA)021,173+21,17309370.13%+937
ThredUp, Inc. Class A0439,455+439,45501,7620.24%+1,762
DXP Enterprises, Inc.(DXPE)036,479+36,47901,2750.18%+1,275
Foot Locker, Inc.048,680+48,68008450.12%+845
Allegro MicroSystems Incorporated(ALGM)025,261+25,26108070.11%+807
Vanguard Ultra Short Bond ETF
VANGUARD ULTRA
67,20083,475+16,2753,3044,1060.57%+803
Bel Fuse Inc. Class B024,386+24,38601,1640.16%+1,164
PetIQ, Inc. Class A039,851+39,85107850.11%+785
Noble Corporation PLC Class A(NE)030,079+30,07901,5240.21%+1,524
Sweetgreen, Inc. Class A244,466332,621+88,1553,1343,9080.54%+774
North American Construction Group Ltd.033,660+33,66007310.10%+731
WEX Inc.(WEX)03,843+3,84307230.10%+723
BuildABear Workshop, Inc.063,690+63,69001,8730.26%+1,873
MillerKnoll Incorporated(MLKN)028,773+28,77307040.10%+704
Allison Transmission Holding(ALSN)034,517+34,51702,0390.28%+2,039
Arhaus, Inc. Class A(ARHS)0126,300+126,30001,1750.16%+1,175
Chart Industries Incorporated(GTLS)03,942+3,94206670.09%+667
Veeco Instruments Inc.(VECO)038,427+38,42701,0800.15%+1,080
Stride, Inc.(LRN)014,279+14,27906430.09%+643
Diamondback Energy Incorporated(FANG)04,132+4,13206400.09%+640
Donnelley Financial Solutions, Inc.(DFIN)94,19087,558-6,6324,2884,9280.68%+639
Goosehead Insurance Incorporated Class A(GSHD)08,541+8,54106370.09%+637
SoFi Technologies Incorporated(SOFI)0211,507+211,50701,6900.23%+1,690
Western Alliance Bancorp(WAL)019,703+19,70309060.13%+906
Hackett Group, Inc.049,206+49,20601,1610.16%+1,161
Denison Mines Corp.(DNN)0337,852+337,85205570.08%+557
ATI Incorporated(ATI)83,625103,382+19,7573,6994,2540.59%+555
Argan, Inc.011,959+11,95905440.08%+544
Centrus Energy Corp(LEU)09,549+9,54905420.08%+542
Cameco Corporation(CCJ)054,925+54,92502,1770.30%+2,177
Nvidia Corp(NVDA)06,006+6,00602,6130.36%+2,613
Asbury Automotive Group48,56652,995+4,42911,67612,1931.69%+516
Dropbox, Inc. Class A(DBX)017,891+17,89104870.07%+487
Costco Wholesale(COST)0837+83704730.07%+473
Arlo Technologies, Inc.(ARLO)0126,319+126,31901,3010.18%+1,301
CECO Environmental Corp.(CECO)029,155+29,15504660.06%+466
Synopsys, Inc.(SNPS)0977+97704480.06%+448
Coursera Inc(COUR)0112,825+112,82502,1090.29%+2,109
IonQ, Inc.(IONQ)051,537+51,53707670.11%+767
SilverBow Resources Inc012,232+12,23204380.06%+438
Cisco Systems Inc(CSCO)08,119+8,11904360.06%+436
Paymentus Holdings, Inc Class A(PAY)026,190+26,19004350.06%+435
CCC Intelligent Solutions Holdings Inc(CCC)031,335+31,33504180.06%+418
Carpenter Technology Corporation(CRS)06,205+6,20504170.06%+417
Freshworks, Inc. Class A(FRSH)020,808+20,80804140.06%+414
Adecoagro S.A.
COM
034,553+34,55304040.06%+404
Chipotle Mexican Grill Incorporated(CMG)0216+21603960.05%+396
Ermenegildo Zegna N.V.
ORD SHS
081,273+81,27301,1310.16%+1,131
Fortinet Incorporated(FTNT)06,712+6,71203940.05%+394
ACM Research, Inc. Class A(ACMR)021,685+21,68503930.05%+393
The Cigna Group(CI)01,372+1,37203920.05%+392
Permian Resources Corporation Class A(PR)027,883+27,88303890.05%+389
Fastly Incorporated Class A(FSLY)020,102+20,10203850.05%+385
Vaxcyte, Inc.(PCVX)041,255+41,25502,1030.29%+2,103
Holley Incorporated0336,561+336,56101,6790.23%+1,679
Molina Healthcare Incorporated(MOH)01,117+1,11703660.05%+366
Schlumberger LTD(SLB)06,270+6,27003660.05%+366
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