Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$648.33M
Total Bought
$127.69M
Total Sold
$238.59M
Net Transaction
-$110.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Bel Fuse Inc. Class B24,386190,186+165,8001,16412,6991.96%+11,535
iShares MSCI ACWI ETF0100,673+100,673010,2451.58%+10,245
Viad Corp(PRSU)310,270371,244+60,9748,12913,4392.07%+5,310
Trimas Corporation(TRS)0199,840+199,84005,0620.78%+5,062
MDC Holdings246,812266,691+19,87910,17614,7352.27%+4,559
Cannae Holdings Incorporated0226,325+226,32504,4160.68%+4,416
Customers Bancorp, Inc.(CUBB)054,080+54,08003,1160.48%+3,116
Oscar Health, Inc. Class A(OSCR)0543,138+543,13804,9700.77%+4,970
Emerald Holding Inc.(EEX)500,000864,205+364,2052,2605,1680.80%+2,908
Enstar Group Limited Shs056,054+56,054016,4992.54%+16,499
Broadcom Incorporated(AVGO)011,700+11,700013,0602.01%+13,060
Intuit(INTU)18,53419,196+6629,47011,9981.85%+2,528
Exxon Mobil Corporation033,022+33,02203,3020.51%+3,302
iShares Russell 2000 ETF011,659+11,65902,3400.36%+2,340
SPDR S&P 500 ETF Trust(SPY)04,156+4,15601,9750.30%+1,975
RxSight, Inc.156,189147,510-8,6794,3565,9480.92%+1,591
Blueprint Medicines Corp.019,400+19,40001,7890.28%+1,789
Carpenter Technology Corporation(CRS)6,20527,763+21,5584171,9660.30%+1,549
PennyMac Financial Services, Inc.(PFSI)016,952+16,95201,4980.23%+1,498
UMB Financial Corporation(UMBF)017,887+17,88701,4940.23%+1,494
Duolingo, Inc. Class A(DUOL)23,63723,698+613,9215,3760.83%+1,455
iShares Short Treasury Bond ETF060,543+60,54306,6681.03%+6,668
Open Text Corporation(OTEX)0148,633+148,63306,2460.96%+6,246
Eagle Materials Inc.(EXP)06,805+6,80501,3800.21%+1,380
VSE Corporation(VSEC)021,179+21,17901,3680.21%+1,368
Alkami Technology Inc(ALKT)571,224483,304-87,92010,40811,7201.81%+1,312
Encore Wire Corporation07,055+7,05501,5070.23%+1,507
Spirit Aerosystems Holdings Inc.068,383+68,38302,1730.34%+2,173
Nuvalent, Inc. Class A(NUVL)021,606+21,60601,5900.25%+1,590
Yelp Inc(YELP)026,899+26,89901,2730.20%+1,273
Lamar Advertising Company Class A(LAMR)041,570+41,57004,4180.68%+4,418
Reliance Steel & Aluminum(RS)032,756+32,75609,1611.41%+9,161
Ferguson PLC034,301+34,30106,6221.02%+6,622
Aspen Aerogels Incorporated087,936+87,93601,3880.21%+1,388
Twist Bioscience Corporation(TWST)035,981+35,98101,3260.20%+1,326
Hubbell Incorporated Class B(HUBB)034,431+34,431011,3251.75%+11,325
Carvana Company(CVNA)29,84844,597+14,7491,2532,3610.36%+1,108
e.l.f. Beauty, Inc.(ELF)07,286+7,28601,0520.16%+1,052
Docebo Incorporated032,381+32,38101,5670.24%+1,567
Abbvie Incorporated(ABBV)052,148+52,14808,0811.25%+8,081
Bancorp Incorporated(TBBK)026,375+26,37501,0170.16%+1,017
Pinterest Incorporated Class A(PINS)027,005+27,00501,0000.15%+1,000
SkyWest, Inc(SKYW)018,566+18,56609690.15%+969
Modine Manufacturing Company(MOD)055,402+55,40203,3070.51%+3,307
OneSpaWorld Holdings Ltd.
COM
066,810+66,81009420.15%+942
Uranium Energy Corporation(UEC)0136,174+136,17408720.13%+872
Blackbaud, Inc.(BLKB)024,437+24,43702,1190.33%+2,119
Taiwan Semiconductor-SP ADR(TSM)063,434+63,43406,5971.02%+6,597
Skyline Champion Corp.(SKY)037,904+37,90402,8150.43%+2,815
Cass Information Systems Inc.055,666+55,66602,5080.39%+2,508
Gulfport Energy Corp(GPOR)05,975+5,97507960.12%+796
Enovix Corporation(ENVX)063,531+63,53107950.12%+795
CymaBay Therapeutics, Inc.098,985+98,98502,3380.36%+2,338
Varonis Systems, Inc.(VRNS)017,152+17,15207770.12%+777
Watsco, Inc.(WSO)08,387+8,38703,5940.55%+3,594
Vertex, Inc. Class A(VERX)060,369+60,36901,6260.25%+1,626
Powell Industries, Inc.(POWL)28,95135,276+6,3252,4003,1180.48%+718
AeroVironment, Inc.05,622+5,62207090.11%+709
TransMedics Group, Inc.(TMDX)045,216+45,21603,5690.55%+3,569
Impinj Incorporated(PI)015,152+15,15201,3640.21%+1,364
Viking Therapeutics, Inc.(VKTX)037,402+37,40206960.11%+696
Construction Partners, Inc. Class A(ROAD)015,883+15,88306910.11%+691
G-III Apparel Group LTD(GIII)020,148+20,14806850.11%+685
Bel Fuse Inc Class A010,000+10,00006460.10%+646
Urban Outfitters, Inc.(URBN)017,330+17,33006190.10%+619
NRG Energy Incorporated(NRG)026,425+26,42501,3660.21%+1,366
PJT Partners, Inc. Class A(PJT)05,984+5,98406100.09%+610
Abercrombie & Fitch Co. Class A06,899+6,89906090.09%+609
Upwork Incorporated(UPWK)061,738+61,73809180.14%+918
Lovesac Company021,389+21,38905460.08%+546
Arcellx Inc.
COMMON STOCK
09,530+9,53005290.08%+529
Monarch Casino and Resorts Inc(MCRI)0123,721+123,72108,5551.32%+8,555
LiveRamp Holdings, Inc.(RAMP)013,563+13,56305140.08%+514
Twilio Inc - A(TWLO)06,771+6,77105140.08%+514
Koppers Holdings Inc.(KOP)09,892+9,89205070.08%+507
Alamo Group12,44012,640+2002,1502,6570.41%+506
Williams-Sonoma Inc.(WSM)02,469+2,46904980.08%+498
Spotify Technology SA(SPOT)02,554+2,55404800.07%+480
Credo Technology Group Holding Ltd.
ORDINARY SHARES
024,518+24,51804770.07%+477
Brookdale Senior Living Inc.(BKD)081,054+81,05404720.07%+472
First Interstate Bancsys-A(FIBK)0115,509+115,50903,5520.55%+3,552
Gap, Inc.(GAP)022,093+22,09304620.07%+462
Live Oak Bancshares, Inc.(LOB)010,083+10,08304590.07%+459
KeyCorp(KEY)031,420+31,42004520.07%+452
Miller Industries Inc.367,313351,238-16,07514,40214,8542.29%+452
Axonics Incorporated011,243+11,24307000.11%+700
Merchants Bancorp(MBIN)010,228+10,22804360.07%+436
Axon Enterprise Incorporated(AXON)01,676+1,67604330.07%+433
NerdWallet, Inc. Class A028,607+28,60704210.06%+421
UnitedHealth Group Inc(UNH)021,828+21,828011,4921.77%+11,492
Stride, Inc.(LRN)14,27917,895+3,6166431,0620.16%+419
Element Solutions Incorporated(ESI)0343,308+343,30807,9441.23%+7,944
Thermon Group Holdings, Inc.019,247+19,24706270.10%+627
Cabaletta Bio, Inc.017,660+17,66004010.06%+401
Pitney Bowes Inc.(PBI)089,239+89,23903930.06%+393
Kura Oncology, Inc.(KURA)024,804+24,80403570.06%+357
CRISPR Therapeutics AG(CRSP)05,560+5,56003480.05%+348
SouthState Corporation028,104+28,10402,3730.37%+2,373
Goosehead Insurance Incorporated Class A(GSHD)8,54112,898+4,3576379780.15%+341
D.R. Horton, Inc.(DHI)02,214+2,21403360.05%+336
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