Advisory Research INC 13F holdings
Advisory Research INC reported 125 positions with a total reported value of $1.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: MYERS INDS INC (6.5%), OPLN OPENLANE INC (6.3%), TRS TRIMAS CORP (5.4%), TSM TAIWAN SEMICONDUCTOR MANUFAC (4.0%), BELFA BEL FUSE INC (3.9%). Against 2026-03-31 it opened 1 new position and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 125 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MYERS INDS INC | 1,857,873 | $65.6M | 6.5% |
| OPLN OPENLANE INC | 1,533,557 | $63.2M | 6.3% |
| TRS TRIMAS CORP | 1,211,587 | $54.6M | 5.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 84,453 | $40.3M | 4.0% |
| BELFA BEL FUSE INC | 117,896 | $39.3M | 3.9% |
| PRSU PURSUIT ATTRACTIONS AND HOSP | 657,648 | $36.8M | 3.7% |
| GOOGL ALPHABET INC | 94,824 | $33.9M | 3.4% |
| KDP KEURIG DR PEPPER INC | 867,771 | $28.4M | 2.8% |
| JBTM JBT MAREL CORPORATION | 189,869 | $27.5M | 2.7% |
| DJCO DAILY JOURNAL CORP | 41,510 | $25.0M | 2.5% |
| AVGO BROADCOM INC | 65,495 | $24.7M | 2.5% |
| LEGH LEGACY HOUSING CORP | 920,286 | $24.2M | 2.4% |
| MGIC INVT CORP WIS | 816,952 | $23.0M | 2.3% |
| PM PHILIP MORRIS INTL INC | 122,120 | $22.1M | 2.2% |
| ISHARES TR | 254,935 | $20.2M | 2.0% |
| NPK NATIONAL PRESTO INDS INC | 161,764 | $20.2M | 2.0% |
| AMERICAN ELEC PWR CO INC | 146,846 | $20.1M | 2.0% |
| ABBV ABBVIE INC | 76,085 | $19.1M | 1.9% |
| TPR TAPESTRY INC | 127,464 | $18.7M | 1.9% |
| ACVA ACV AUCTIONS INC | 2,511,972 | $18.1M | 1.8% |
| MSFT MICROSOFT CORP | 43,670 | $16.3M | 1.6% |
| LTM LATAM AIRLINES GROUP SA | 274,022 | $16.0M | 1.6% |
| CME CME GROUP INC | 67,088 | $14.8M | 1.5% |
| KB FINL GROUP INC | 135,607 | $14.2M | 1.4% |
| VANGUARD SCOTTSDALE FDS | 192,973 | $13.8M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MFP MIDERA FOOD PROCESSING INC | 110,714 | $4.4M | 0.4% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MYERS INDS INC | 1,525,716 | 1,857,873 | +21.8% | $65.6M |
| OPLN OPENLANE INC | 1,281,612 | 1,533,557 | +19.7% | $63.2M |
| LTM LATAM AIRLINES GROUP SA | 98,523 | 274,022 | +178.1% | $16.0M |
| JBTM JBT MAREL CORPORATION | 140,747 | 189,869 | +34.9% | $27.5M |
| TRS TRIMAS CORP | 1,119,686 | 1,211,587 | +8.2% | $54.6M |
| ISHARES TR | 216,925 | 254,935 | +17.5% | $20.2M |
| VANGUARD INDEX FDS | 8,911 | 24,001 | +169.3% | $4.3M |
| VANGUARD BD INDEX FDS | 92,575 | 130,807 | +41.3% | $6.8M |
| BOW BOWHEAD SPECIALTY HLDGS INC | 33,720 | 96,768 | +187.0% | $2.9M |
| VANGUARD SCOTTSDALE FDS | 167,078 | 192,973 | +15.5% | $13.8M |
| NPK NATIONAL PRESTO INDS INC | 147,634 | 161,764 | +9.6% | $20.2M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 81,785 | 84,453 | +3.3% | $40.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CUE CUE BIOPHARMA INC | 257,225 | 8,573 | -96.7% | $270.6K |
| ACVA ACV AUCTIONS INC | 3,028,642 | 2,511,972 | -17.1% | $18.1M |
| APA APA CORPORATION | 373,347 | 261,415 | -30.0% | $8.5M |
| MTDR MATADOR RES CO | 245,480 | 187,674 | -23.5% | $9.3M |
| WEBSTER FINL CORP | 30,968 | 11,974 | -61.3% | $915.1K |
| BELFA BEL FUSE INC | 119,364 | 117,896 | -1.2% | $39.3M |
| PRSU PURSUIT ATTRACTIONS AND HOSP | 665,228 | 657,648 | -1.1% | $36.8M |
| ESI ELEMENT SOLUTIONS INC | 41,617 | 33,577 | -19.3% | $1.6M |
| ACA ARCOSA INC | 31,374 | 28,846 | -8.1% | $4.2M |
| ABG ASBURY AUTOMOTIVE GROUP INC | 11,495 | 10,149 | -11.7% | $2.0M |
| DJCO DAILY JOURNAL CORP | 41,873 | 41,510 | -0.9% | $25.0M |
| HQY HEALTHEQUITY INC | 36,809 | 35,026 | -4.8% | $3.2M |
CIK 902584 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
