ADVISORY RESEARCH INC
Top Portfolio Positions
118 positions ·
$742,837,559 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRS |
Trimas Corp
Consumer Cyclical
|
1,119,686 | $40,241,513 | 5.42% | |
| OPLN |
OPENLANE, Inc.
Consumer Cyclical
|
1,281,612 | $37,358,989 | 5.03% | |
| MYE |
Myers Industries Inc
Consumer Cyclical
|
1,525,716 | $32,314,664 | 4.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
81,785 | $27,639,240 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
93,261 | $26,818,133 | 3.61% | |
| PRSU |
Pursuit Attractions & Hospitality, Inc.
Consumer Cyclical
|
665,228 | $24,367,300 | 3.28% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
839,297 | $22,098,690 | 2.97% | |
| MTG |
Mgic Investment Corp
Financial Services
|
794,323 | $20,850,978 | 2.81% | |
| NPK |
National Presto Industries Inc
Industrials
|
147,634 | $20,234,716 | 2.72% | |
| DJCO |
Daily Journal Corp
Technology
|
41,873 | $20,197,022 | 2.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEAT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,000 | 50,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,000 | 50,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,500 | 50,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $62,500 | 50,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $100,500 | 50,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $115,000 | 50,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,000 | 50,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $128,500 | 50,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $109,000 | 50,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $117,500 | 50,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $107,500 | 50,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $241,000 | 100,000 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||