ADVISORY RESEARCH INC

CIK 0000902584 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

ADVISORY RESEARCH INC reported 136 positions worth $1.00B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MYE (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.00B
2026 Q2
Positions
136
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.4%
Est. Net Flow (Q)
2026 Q2
10 / 136 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MYEMYERS INDS INCSH$65.6M6.54%1,857,873
2OPLNOPENLANE INCSH$63.2M6.31%1,533,557
3TRSTRIMAS CORPSH$54.6M5.44%1,211,587
4TSMTAIWAN SEMICONDUCTOR MANUFACSH$40.3M4.02%84,453
5BELFBBEL FUSE INCSH$39.3M3.92%117,896
6PRSUPURSUIT ATTRACTIONS AND HOSPSH$36.8M3.67%657,648
7GOOGLALPHABET INCSH$33.9M3.38%94,824
8KDPKEURIG DR PEPPER INCSH$28.4M2.83%867,771
9JBTMJBT MAREL CORPORATIONSH$27.5M2.75%189,869
10DJCODAILY JOURNAL CORPSH$25.0M2.49%41,510

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ADVISORY RESEARCH INC hold as of Q2 2026?

ADVISORY RESEARCH INC reported 136 positions worth $1.00B in its Q2 2026 13F filing. Largest positions: MYE (6.5%), OPLN (6.3%), TRS (5.4%), TSM (4.0%) and BELFB (3.9%).

What did ADVISORY RESEARCH INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ADVISORY RESEARCH INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.