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 KB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,026,034 | 130,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,498,944 | 122,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,991,484 | 120,510 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,074,411 | 97,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,015,888 | 92,698 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,893,417 | 103,575 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,476,463 | 104,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,046,966 | 106,818 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,942,818 | 190,951 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,910,573 | 142,871 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,052,584 | 171,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,334,128 | 146,542 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,721,177 | 102,174 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,263,554 | 239,616 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,504,106 | 248,975 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,544,664 | 256,577 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $12,382,653 | 253,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,076,517 | 261,623 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,335,035 | 265,784 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,347,777 | 270,746 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,695,169 | 216,370 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,155,986 | 433,232 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||