Filed: 11/13/2025ACC: 0000902584-25-000004
📋 What this filing means
ADVISORY RESEARCH INC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $761.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$761.44M
Total AUM (reported)
15.93M
Total Shares
Allocation by class
COM$500.24M65.7%
COM NEW$34.41M4.5%
CL B$29.75M3.9%
SPONSORED ADS$29.32M3.9%
SPONSORED ADR$26.39M3.5%
CL A$22.87M3.0%
CAP STK CL A$22.35M2.9%
Portfolio Concentration
Top 3$87.61M11.5%
4–10$185.20M24.3%
11–25$226.30M29.7%
Rest$262.34M34.5%
Top 3 weight
11.5%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 15.93M
Sole
Full voting authority
15.73M
shares
% of voting shares98.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
202.44K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole131
Shared0
Other18
Dominant voting typeSole · 98.7% of voting shares
Institutional Holdings149
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares104.97K
TypeSH
Market value$29.32M
3.85%
Sole
102.09K
Shared
0.00
None
2.88K
OPENLANE INC
OTRShares1.02M
TypeSH
Market value$29.29M
3.85%
Sole
1.02M
Shared
0.00
None
0.00
TRIMAS CORP
SOLEShares750.59K
TypeSH
Market value$29.00M
3.81%
Sole
750.59K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares175.27K
TypeSH
Market value$28.43M
3.73%
Sole
170.62K
Shared
0.00
None
4.65K
BROADCOM INC
SOLEShares85.73K
TypeSH
Market value$28.28M
3.71%
Sole
83.21K
Shared
0.00
None
2.52K
BEL FUSE INC
OTRShares193.56K
TypeSH
Market value$27.30M
3.58%
Sole
191.47K
Shared
0.00
None
2.09K
DAILY JOURNAL CORP
SOLEShares57.47K
TypeSH
Market value$26.73M
3.51%
Sole
56.98K
Shared
0.00
None
486.00
PURSUIT ATTRACTIONS AND HOSP
OTRShares726.78K
TypeSH
Market value$26.30M
3.45%
Sole
726.78K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares228.11K
TypeSH
Market value$25.83M
3.39%
Sole
222.05K
Shared
0.00
None
6.06K
ALPHABET INC
SOLEShares91.92K
TypeSH
Market value$22.35M
2.93%
Sole
87.92K
Shared
0.00
None
4K
MICROSOFT CORP
SOLEShares41.75K
TypeSH
Market value$21.62M
2.84%
Sole
40.08K
Shared
0.00
None
1.67K
MGIC INVT CORP WIS
SOLEShares750.07K
TypeSH
Market value$21.28M
2.79%
Sole
732.34K
Shared
0.00
None
17.73K
JBT MAREL CORPORATION
SOLEShares132.07K
TypeSH
Market value$18.55M
2.44%
Sole
132.07K
Shared
0.00
None
0.00
LEGACY HOUSING CORP
SOLEShares658.37K
TypeSH
Market value$18.11M
2.38%
Sole
658.37K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares61.10K
TypeSH
Market value$16.51M
2.17%
Sole
59.48K
Shared
0.00
None
1.62K
ABBVIE INC
SOLEShares70K
TypeSH
Market value$16.21M
2.13%
Sole
67.97K
Shared
0.00
None
2.03K
PHINIA INC
OTRShares273.93K
TypeSH
Market value$15.75M
2.07%
Sole
270.79K
Shared
0.00
None
3.14K
AMERICAN ELEC PWR CO INC
SOLEShares133.65K
TypeSH
Market value$15.04M
1.97%
Sole
130.07K
Shared
0.00
None
3.57K
PERFORMANCE FOOD GROUP CO
OTRShares141.18K
TypeSH
Market value$14.69M
1.93%
Sole
136.30K
Shared
0.00
None
4.88K
GSK PLC
SOLEShares316.76K
TypeSH
Market value$13.67M
1.80%
Sole
309.92K
Shared
0.00
None
6.84K
META PLATFORMS INC
SOLEShares16.80K
TypeSH
Market value$12.34M
1.62%
Sole
16.32K
Shared
0.00
None
485.00
MYERS INDS INC
SOLEShares706.08K
TypeSH
Market value$11.96M
1.57%
Sole
706.08K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
OTRShares665.75K
TypeSH
Market value$10.73M
1.41%
Sole
665.75K
Shared
0.00
None
0.00
KB FINL GROUP INC
SOLEShares120.51K
TypeSH
Market value$9.99M
1.31%
Sole
118.54K
Shared
0.00
None
1.97K
HUBBELL INC
SOLEShares22.91K
TypeSH
Market value$9.86M
1.29%
Sole
22.20K
Shared
0.00
None
713.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 104.97K | SH | $29.32M 3.85% | 102.09K | 0.00 | 2.88K |
OPENLANE INCOTR | COM | 1.02M | SH | $29.29M 3.85% | 1.02M | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 750.59K | SH | $29.00M 3.81% | 750.59K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 175.27K | SH | $28.43M 3.73% | 170.62K | 0.00 | 4.65K |
BROADCOM INCSOLE | COM | 85.73K | SH | $28.28M 3.71% | 83.21K | 0.00 | 2.52K |
BEL FUSE INCOTR | CL B | 193.56K | SH | $27.30M 3.58% | 191.47K | 0.00 | 2.09K |
DAILY JOURNAL CORPSOLE | COM | 57.47K | SH | $26.73M 3.51% | 56.98K | 0.00 | 486.00 |
PURSUIT ATTRACTIONS AND HOSPOTR | COM | 726.78K | SH | $26.30M 3.45% | 726.78K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 228.11K | SH | $25.83M 3.39% | 222.05K | 0.00 | 6.06K |
ALPHABET INCSOLE | CAP STK CL A | 91.92K | SH | $22.35M 2.93% | 87.92K | 0.00 | 4K |
MICROSOFT CORPSOLE | COM | 41.75K | SH | $21.62M 2.84% | 40.08K | 0.00 | 1.67K |
MGIC INVT CORP WISSOLE | COM | 750.07K | SH | $21.28M 2.79% | 732.34K | 0.00 | 17.73K |
JBT MAREL CORPORATIONSOLE | COM | 132.07K | SH | $18.55M 2.44% | 132.07K | 0.00 | 0.00 |
LEGACY HOUSING CORPSOLE | COM | 658.37K | SH | $18.11M 2.38% | 658.37K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 61.10K | SH | $16.51M 2.17% | 59.48K | 0.00 | 1.62K |
ABBVIE INCSOLE | COM | 70K | SH | $16.21M 2.13% | 67.97K | 0.00 | 2.03K |
PHINIA INCOTR | COMMON STOCK | 273.93K | SH | $15.75M 2.07% | 270.79K | 0.00 | 3.14K |
AMERICAN ELEC PWR CO INCSOLE | COM | 133.65K | SH | $15.04M 1.97% | 130.07K | 0.00 | 3.57K |
PERFORMANCE FOOD GROUP COOTR | COM | 141.18K | SH | $14.69M 1.93% | 136.30K | 0.00 | 4.88K |
GSK PLCSOLE | SPONSORED ADR | 316.76K | SH | $13.67M 1.80% | 309.92K | 0.00 | 6.84K |
META PLATFORMS INCSOLE | CL A | 16.80K | SH | $12.34M 1.62% | 16.32K | 0.00 | 485.00 |
MYERS INDS INCSOLE | COM | 706.08K | SH | $11.96M 1.57% | 706.08K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCOTR | COM | 665.75K | SH | $10.73M 1.41% | 665.75K | 0.00 | 0.00 |
KB FINL GROUP INCSOLE | SPONSORED ADR | 120.51K | SH | $9.99M 1.31% | 118.54K | 0.00 | 1.97K |
HUBBELL INCSOLE | COM | 22.91K | SH | $9.86M 1.29% | 22.20K | 0.00 | 713.00 |
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