ADVISORY RESEARCH INC
CIK 0000902584 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
MYE
MYERS INDS INC
6.5%
OPLN
OPENLANE INC
6.3%
TRS
TRIMAS CORP
5.4%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.0%
BELFB
BEL FUSE INC
3.9%
PRSU
PURSUIT ATTRACTIONS AND HOSP
3.7%
GOOGL
ALPHABET INC
3.4%
KDP
KEURIG DR PEPPER INC
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.