EdgeMarket › What Advisory Research Inc reported owning
What Advisory Research Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
813.5MPositions
137Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TRS TRIMAS CORP | 40.2M | 4.9% | 1.1M | 39.38 | +5.4% |
| OPLN OPENLANE, Inc. | 37.4M | 4.6% | 1.3M | 33.40 | +19.5% |
| MYE MYERS INDUSTRIES INC | 32.3M | 4.0% | 1.5M | 33.53 | +107.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 27.6M | 3.4% | 81.8K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 26.8M | 3.3% | 93.3K | 344.82 | +73.0% |
| PRSU Pursuit Attractions & Hospitality, Inc. | 24.4M | 3.0% | 665.2K | 48.83 | +39.5% |
| BELFB BEL FUSE INC /NJ | 23.6M | 2.9% | 119.4K | 255.46 | +98.9% |
| KDP Keurig Dr Pepper Inc. | 22.1M | 2.7% | 839.3K | 32.04 | -8.9% |
| MTG MGIC INVESTMENT CORP | 20.9M | 2.6% | 794.3K | 30.90 | +12.4% |
| NPK NATIONAL PRESTO INDUSTRIES INC | 20.2M | 2.5% | 147.6K | 149.95 | +44.6% |
| DJCO DAILY JOURNAL CORP | 20.2M | 2.5% | 41.9K | 599.83 | +29.6% |
| PM Philip Morris International Inc. | 19.8M | 2.4% | 119.5K | 188.23 | +8.9% |
| AVGO Broadcom Inc. | 19.7M | 2.4% | 63.7K | 368.45 | +26.5% |
| CME CME GROUP INC. | 19.1M | 2.3% | 64.6K | 274.98 | +0.1% |
| LEGH Legacy Housing Corp | 18.9M | 2.3% | 925.3K | 28.63 | +5.8% |
| AEP AMERICAN ELECTRIC POWER CO INC | 18.5M | 2.3% | 141.1K | — | — |
| JBTM JBT MAREL Corp | 18.0M | 2.2% | 140.7K | 116.86 | -16.2% |
| TPR TAPESTRY, INC. | 17.5M | 2.2% | 124.2K | 130.17 | +31.7% |
| ABBV AbbVie Inc. | 15.9M | 2.0% | 73.1K | 264.96 | +26.7% |
| APA APA Corp | 15.8M | 1.9% | 373.3K | 43.39 | +113.3% |
| MSFT MICROSOFT CORP | 15.8M | 1.9% | 42.7K | 483.24 | -4.4% |
| MTDR Matador Resources Co | 15.5M | 1.9% | 245.5K | 58.38 | +26.3% |
| KB KB Financial Group Inc. | 13.0M | 1.6% | 130.6K | 117.96 | +50.6% |
| ACVA ACV Auctions Inc. | 12.8M | 1.6% | 3.0M | 7.43 | -34.7% |
| INTU INTUIT INC. | 11.8M | 1.4% | 27.2K | 367.00 | -47.5% |
| HUBB HUBBELL INC | 11.7M | 1.4% | 23.8K | 470.03 | +9.3% |
| GSK GSK plc | 11.3M | 1.4% | 204.3K | 52.41 | +30.8% |
| CMCSA COMCAST CORP | 10.4M | 1.3% | 363.4K | 26.85 | -19.3% |
| META Meta Platforms, Inc. | 10.0M | 1.2% | 17.6K | 549.90 | -26.5% |
| LAMR LAMAR ADVERTISING CO/NEW | 9.6M | 1.2% | 75.6K | 150.77 | +23.0% |
| MPC Marathon Petroleum Corp | 9.5M | 1.2% | 39.0K | 360.72 | +117.5% |
| unmapped CUSIP 29103W104 | 8.4M | 1.0% | 1.9M | — | — |
| BTI British American Tobacco p.l.c. | 7.6M | 0.9% | 130.2K | 56.21 | -4.7% |
| FERG Ferguson Enterprises Inc. /DE/ | 7.4M | 0.9% | 31.9K | 242.24 | +5.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 6.1M | 0.7% | 60.1K | 100.63 | +0.0% |
| NIC NICOLET BANKSHARES INC | 5.4M | 0.7% | 36.2K | 173.23 | +33.1% |
| DAC Danaos Corp | 5.3M | 0.7% | 47.4K | 149.75 | +62.5% |
| LTM LATAM AIRLINES GROUP S.A. | 4.9M | 0.6% | 98.5K | 51.55 | +13.8% |
| PFGC Performance Food Group Co | 4.6M | 0.6% | 53.8K | 104.98 | +3.8% |
| SSB SouthState Bank Corp | 4.4M | 0.5% | 47.1K | 106.86 | +10.6% |
| LRCX LAM RESEARCH CORP | 4.3M | 0.5% | 20.0K | 314.00 | +216.7% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.2M | 0.5% | 51.0K | 81.05 | -2.5% |
| SHV iShares 0-1 Year Treasury Bond ETF | 4.1M | 0.5% | 37.1K | 110.31 | -0.0% |
| VUSB Vanguard Ultra-Short Bond ETF | 4.1M | 0.5% | 81.9K | 49.75 | -0.2% |
| VGSH Vanguard Short-Term Treasury ETF | 4.1M | 0.5% | 69.7K | 58.13 | -0.9% |
| STLD STEEL DYNAMICS INC | 3.8M | 0.5% | 21.0K | 228.68 | +82.3% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 3.7M | 0.5% | 46.4K | 78.59 | -1.3% |
| CALM CAL-MAINE FOODS INC | 3.6M | 0.4% | 45.4K | 82.80 | -27.5% |
| MPTI M-tron Industries, Inc. | 3.4M | 0.4% | 50.5K | 81.01 | +90.7% |
| ACA Arcosa, Inc. | 3.3M | 0.4% | 31.4K | 144.90 | +51.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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