Fund HoldingsADVISORY RESEARCH INC

Total Portfolio Value
$601.66M
Total Bought
$84.40M
Total Sold
$70.68M
Net Transaction
+$13.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
JOHN BEAN TECHNOLOGIES CORP(JBTM)96,640186,540+89,9009,52023,7093.94%+14,189
OPENLANE INC(OPLN)0492,011+492,01109,7611.62%+9,761
SOUTHSTATE CORPORATION34,911129,104+94,1933,39312,8432.13%+9,451
BEL FUSE INC245,986313,446+67,46019,31225,8504.30%+6,538
BROADCOM INC(AVGO)98,10197,296-80516,92222,5573.75%+5,635
TRIMAS CORP(TRS)534,089754,089+220,00013,63518,5433.08%+4,908
TAPESTRY INC(TPR)241,485239,007-2,47811,34515,6142.60%+4,269
WESTERN ALLIANCE BANCORP(WAL)99,589152,029+52,4408,61312,7002.11%+4,087
PHILIP MORRIS INTL INC(PM)93,598120,785+27,18711,36314,5372.42%+3,174
PHINIA INC(PHIN)370,450415,140+44,69017,05219,9973.32%+2,945
ISHARES TR028,346+28,34602,8440.47%+2,844
VIAD CORP(PRSU)435,581427,259-8,32215,60718,1633.02%+2,556
TECHTARGET INC0119,268+119,26802,3640.39%+2,364
NCINO INC(NCNO)069,477+69,47702,3330.39%+2,333
MGIC INVT CORP WIS(MTG)480,740605,467+124,72712,30714,3562.39%+2,049
LEGACY HOUSING CORP352,935472,935+120,0009,65311,6721.94%+2,019
TAIWAN SEMICONDUCTOR MFG LTD(TSM)090,273+90,273017,8282.96%+17,828
ISHARES TR018,907+18,90702,2220.37%+2,222
LAM RESEARCH CORP(LRCX)017,271+17,27101,2470.21%+1,247
SUPER MICRO COMPUTER INC(SMCI)039,188+39,18801,1940.20%+1,194
ISHARES TR052,088+52,08805,7350.95%+5,735
PERFORMANCE FOOD GROUP CO(PFGC)148,372150,131+1,75911,62812,6942.11%+1,066
ALPHABET INC(GOOG)61,29157,660-3,63110,16510,9151.81%+750
HOWARD HUGHES HOLDINGS INC(HHH)99,020109,020+10,0007,6678,3861.39%+719
AXOS FINANCIAL INC(AX)12,06020,315+8,2557581,4190.24%+661
EMERALD HOLDING INC(EEX)1,134,1391,309,139+175,0005,6596,3101.05%+651
SPDR S&P 500 ETF TR(SPY)01,021+1,02105980.10%+598
ORRSTOWN FINL SVCS INC014,651+14,65105360.09%+536
WEBSTER FINL CORP(WBS)52,36252,36202,4412,8910.48%+451
ONESPAWORLD HOLDINGS LIMITED
COM
133,730133,316-4142,2082,6530.44%+445
NICOLET BANKSHARES INC44,56844,723+1554,2624,6920.78%+430
HEALTHEQUITY INC(HQY)029,085+29,08502,7910.46%+2,791
HILLENBRAND INC019,739+19,73906080.10%+608
FLUTTER ENTMT PLC(FLUT)22,30221,781-5215,2925,6290.94%+337
CME GROUP INC(CME)31,54931,371-1786,9617,2851.21%+324
ISHARES TR05,938+5,93803090.05%+309
EMCOR GROUP INC(EME)16,51116,340-1717,1097,4171.23%+308
ELEMENT SOLUTIONS INC(ESI)0167,029+167,02904,2480.71%+4,248
ARES MANAGEMENT CORPORATION(ARES)11,34211,336-61,7682,0070.33%+239
BELLRING BRANDS INC(BRBR)15,04015,115+759131,1390.19%+226
STOCK YDS BANCORP INC(SYBT)22,62022,700+801,4021,6260.27%+223
CONOCOPHILLIPS(COP)011,660+11,66001,1560.19%+1,156
FIRST MERCHANTS CORP(FRME)79,65079,515-1352,9633,1720.53%+209
UNUM GROUP(UNM)14,54414,621+778641,0680.18%+203
ATOMERA INC020,000+20,00002320.04%+232
MCDONALDS CORP(MCD)3,9124,668+7561,1911,3530.22%+162
ALLISON TRANSMISSION HLDGS I(ALSN)10,72210,778+561,0301,1650.19%+135
APPLE INC(AAPL)7,1947,190-41,6761,8010.30%+124
VANGUARD INDEX FDS6,4436,522+793,4003,5140.58%+114
SUPERNUS PHARMACEUTICALS INC(SUPN)17,09717,179+825336210.10%+88
CUE BIOPHARMA INC0257,225+257,22502800.05%+280
ALAMO GROUP INC12,83012,83002,3112,3850.40%+74
AUTOZONE INC(AZO)0632+63202,0240.34%+2,024
MATADOR RES CO(MTDR)09,473+9,47305330.09%+533
JPMORGAN CHASE & CO.(JPM)08,136+8,13601,9500.32%+1,950
BOYD GAMING CORP(BYD)7,5907,630+404915530.09%+63
GENIUS SPORTS LIMITED
SHARES CL A
73,84974,156+3075796410.11%+62
GATES INDL CORP PLC
ORD SHS
065,048+65,04801,3380.22%+1,338
WHITESTONE REIT(WSR)56,61156,902+2917668060.13%+40
TJX COS INC NEW(TJX)012,149+12,14901,4680.24%+1,468
PITNEY BOWES INC(PBI)288,000288,860+8602,0532,0910.35%+38
NKGEN BIOTECH INC043,088+43,0880280.00%+28
META PLATFORMS INC(META)1,5971,599+29149360.16%+22
ABBOTT LABS11,02311,279+2561,2571,2760.21%+19
FS KKR CAP CORP(FSK)010,952+10,95202380.04%+238
ARES CAPITAL CORP(ARCC)32,87432,056-8186887020.12%+13
MAIN STR CAP CORP(MAIN)04,623+4,62302710.05%+271
BANK AMERICA CORP037,043+37,04301,6280.27%+1,628
BLACKSTONE SECD LENDING FD(BXSL)09,779+9,77903160.05%+316
FIDUS INVT CORP010,229+10,22902150.04%+215
SPIRE INC(SR)5,2655,294+293543590.06%+5
HERCULES CAPITAL INC(HCXY)012,695+12,69502550.04%+255
ISHARES TR11,33111,526+1959429450.16%+3
VANGUARD INDEX FDS5,0955,09501,3441,3460.22%+2
SIXTH STREET SPECIALTY LENDI(TSLX)011,391+11,39102430.04%+243
HEARTBEAM INC050,000+50,00001150.02%+115
CHEVRON CORP NEW(CVX)9,7819,923+1421,4401,4370.24%-3
NRG ENERGY INC(NRG)9,3459,396+518518480.14%-4
CHESAPEAKE UTILS CORP(CPK)11,94612,163+2171,4831,4760.25%-7
MONARCH CASINO & RESORT INC(MCRI)025,445+25,44502,0080.33%+2,008
OWENS CORNING NEW(OC)02,910+2,91004960.08%+496
BERKSHIRE HATHAWAY INC DEL4,2874,318+311,9731,9570.33%-16
PROSHARES TR
S&P 500 DV ARIST
2,2312,23102382220.04%-16
ISHARES TR17,83017,83009399220.15%-17
NVENT ELECTRIC PLC(NVT)09,928+9,92806770.11%+677
ACCENTURE PLC IRELAND
SHS CLASS A
5,0705,038-321,7921,7720.29%-20
PROGRESS SOFTWARE CORP(PRGS)13,55213,623+719138880.15%-25
APTARGROUP INC9,4109,425+151,5071,4810.25%-27
ORACLE CORP(ORCL)7,8127,81201,3311,3020.22%-29
VANGUARD SPECIALIZED FUNDS13,98513,98502,7702,7390.46%-31
RYERSON HLDG CORP(RYZ)024,228+24,22804480.07%+448
RELIANCE INC(RS)01,819+1,81904900.08%+490
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
024,189+24,18901,8870.31%+1,887
ADDUS HOMECARE CORP4,7614,778+176335990.10%-34
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
10,99911,001+21,9711,9280.32%-43
ENCOMPASS HEALTH CORP(EHC)14,37114,449+781,3891,3340.22%-54
REGAL REXNORD CORPORATION(RRX)6,6126,710+981,0971,0410.17%-56
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
69,65769,65704,1114,0530.67%-59
CANTALOUPE INC168,850124,850-44,0001,2491,1870.20%-62
EXXON MOBIL CORP8,6308,786+1561,0129450.16%-66
Page 1 of 1