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ADVISORY RESEARCH INC

ADVISORY RESEARCH INC is a Mutual Fund institutional filer with the SEC under CIK 902584, reporting 136 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in ADVISORY RESEARCH INC's most recent 13F filing, ranked by reported market value.

  1. MYERS INDS INC (MYE)
  2. OPENLANE INC (OPLN)
  3. TRIMAS CORP (TRS)
  4. TAIWAN SEMICONDUCTOR MANUFAC (TSM)
  5. BEL FUSE INC (BELFB)
  6. PURSUIT ATTRACTIONS AND HOSP (PRSU)
  7. ALPHABET INC (GOOGL)
  8. KEURIG DR PEPPER INC (KDP)
  9. JBT MAREL CORPORATION (JBTM)
  10. DAILY JOURNAL CORP (DJCO)
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