Filed: 8/13/2026ACC: 0000902584-26-000007
📋 What this filing means
ADVISORY RESEARCH INC filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$1.00B
Total AUM (reported)
16.84M
Total Shares
Allocation by class
COM$625.80M62.4%
COM NEW$68.49M6.8%
SPONSORED ADR$50.12M5.0%
CL B$42.19M4.2%
SPONSORED ADS$40.33M4.0%
CAP STK CL A$33.89M3.4%
CL A$33.01M3.3%
Portfolio Concentration
Top 3$183.40M18.3%
4–10$231.18M23.1%
11–25$277.22M27.7%
Rest$310.59M31.0%
Top 3 weight
18.3%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 16.84M
Sole
Full voting authority
16.65M
shares
% of voting shares98.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
189.39K
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole126
Shared0
Other10
Dominant voting typeSole · 98.9% of voting shares
Institutional Holdings136
Rows:
MYERS INDS INC
SOLEShares1.86M
TypeSH
Market value$65.60M
6.54%
Sole
1.85M
Shared
0.00
None
7.37K
OPENLANE INC
SOLEShares1.53M
TypeSH
Market value$63.24M
6.31%
Sole
1.53M
Shared
0.00
None
7.24K
TRIMAS CORP
SOLEShares1.21M
TypeSH
Market value$54.56M
5.44%
Sole
1.21M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares84.45K
TypeSH
Market value$40.33M
4.02%
Sole
82.52K
Shared
0.00
None
1.93K
BEL FUSE INC
SOLEShares117.90K
TypeSH
Market value$39.26M
3.92%
Sole
117.07K
Shared
0.00
None
827.00
PURSUIT ATTRACTIONS AND HOSP
OTRShares657.65K
TypeSH
Market value$36.81M
3.67%
Sole
657.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares94.82K
TypeSH
Market value$33.89M
3.38%
Sole
91.49K
Shared
0.00
None
3.34K
KEURIG DR PEPPER INC
SOLEShares867.77K
TypeSH
Market value$28.40M
2.83%
Sole
848.19K
Shared
0.00
None
19.58K
JBT MAREL CORPORATION
OTRShares189.87K
TypeSH
Market value$27.53M
2.75%
Sole
189.87K
Shared
0.00
None
0.00
DAILY JOURNAL CORP
SOLEShares41.51K
TypeSH
Market value$24.96M
2.49%
Sole
41.11K
Shared
0.00
None
398.00
BROADCOM INC
SOLEShares65.50K
TypeSH
Market value$24.74M
2.47%
Sole
63.68K
Shared
0.00
None
1.81K
LEGACY HOUSING CORP
OTRShares920.29K
TypeSH
Market value$24.18M
2.41%
Sole
920.29K
Shared
0.00
None
0.00
MGIC INVT CORP WIS
SOLEShares816.95K
TypeSH
Market value$23.04M
2.30%
Sole
799.22K
Shared
0.00
None
17.73K
PHILIP MORRIS INTL INC
SOLEShares122.12K
TypeSH
Market value$22.09M
2.20%
Sole
119.36K
Shared
0.00
None
2.76K
NATIONAL PRESTO INDS INC
OTRShares161.76K
TypeSH
Market value$20.22M
2.02%
Sole
161.76K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares146.85K
TypeSH
Market value$20.09M
2.00%
Sole
143.27K
Shared
0.00
None
3.57K
ABBVIE INC
SOLEShares76.08K
TypeSH
Market value$19.15M
1.91%
Sole
74.04K
Shared
0.00
None
2.05K
TAPESTRY INC
SOLEShares127.46K
TypeSH
Market value$18.66M
1.86%
Sole
124.20K
Shared
0.00
None
3.26K
ACV AUCTIONS INC
OTRShares2.51M
TypeSH
Market value$18.06M
1.80%
Sole
2.51M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares43.67K
TypeSH
Market value$16.29M
1.63%
Sole
42.06K
Shared
0.00
None
1.60K
LATAM AIRLINES GROUP SA
SOLEShares274.02K
TypeSH
Market value$15.97M
1.59%
Sole
269.97K
Shared
0.00
None
4.05K
CME GROUP INC
SOLEShares67.09K
TypeSH
Market value$14.82M
1.48%
Sole
65.47K
Shared
0.00
None
1.62K
KB FINL GROUP INC
SOLEShares135.61K
TypeSH
Market value$14.23M
1.42%
Sole
133.63K
Shared
0.00
None
1.97K
LAMAR ADVERTISING CO
SOLEShares82.77K
TypeSH
Market value$12.91M
1.29%
Sole
80.33K
Shared
0.00
None
2.44K
HUBBELL INC
SOLEShares24.44K
TypeSH
Market value$12.79M
1.28%
Sole
23.73K
Shared
0.00
None
713.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MYERS INDS INCSOLE | COM | 1.86M | SH | $65.60M 6.54% | 1.85M | 0.00 | 7.37K |
OPENLANE INCSOLE | COM | 1.53M | SH | $63.24M 6.31% | 1.53M | 0.00 | 7.24K |
TRIMAS CORPSOLE | COM NEW | 1.21M | SH | $54.56M 5.44% | 1.21M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 84.45K | SH | $40.33M 4.02% | 82.52K | 0.00 | 1.93K |
BEL FUSE INCSOLE | CL B | 117.90K | SH | $39.26M 3.92% | 117.07K | 0.00 | 827.00 |
PURSUIT ATTRACTIONS AND HOSPOTR | COM | 657.65K | SH | $36.81M 3.67% | 657.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 94.82K | SH | $33.89M 3.38% | 91.49K | 0.00 | 3.34K |
KEURIG DR PEPPER INCSOLE | COM | 867.77K | SH | $28.40M 2.83% | 848.19K | 0.00 | 19.58K |
JBT MAREL CORPORATIONOTR | COM | 189.87K | SH | $27.53M 2.75% | 189.87K | 0.00 | 0.00 |
DAILY JOURNAL CORPSOLE | COM | 41.51K | SH | $24.96M 2.49% | 41.11K | 0.00 | 398.00 |
BROADCOM INCSOLE | COM | 65.50K | SH | $24.74M 2.47% | 63.68K | 0.00 | 1.81K |
LEGACY HOUSING CORPOTR | COM | 920.29K | SH | $24.18M 2.41% | 920.29K | 0.00 | 0.00 |
MGIC INVT CORP WISSOLE | COM | 816.95K | SH | $23.04M 2.30% | 799.22K | 0.00 | 17.73K |
PHILIP MORRIS INTL INCSOLE | COM | 122.12K | SH | $22.09M 2.20% | 119.36K | 0.00 | 2.76K |
NATIONAL PRESTO INDS INCOTR | COM | 161.76K | SH | $20.22M 2.02% | 161.76K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 146.85K | SH | $20.09M 2.00% | 143.27K | 0.00 | 3.57K |
ABBVIE INCSOLE | COM | 76.08K | SH | $19.15M 1.91% | 74.04K | 0.00 | 2.05K |
TAPESTRY INCSOLE | COM | 127.46K | SH | $18.66M 1.86% | 124.20K | 0.00 | 3.26K |
ACV AUCTIONS INCOTR | COM CL A | 2.51M | SH | $18.06M 1.80% | 2.51M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 43.67K | SH | $16.29M 1.63% | 42.06K | 0.00 | 1.60K |
LATAM AIRLINES GROUP SASOLE | SPONSORED ADR | 274.02K | SH | $15.97M 1.59% | 269.97K | 0.00 | 4.05K |
CME GROUP INCSOLE | COM | 67.09K | SH | $14.82M 1.48% | 65.47K | 0.00 | 1.62K |
KB FINL GROUP INCSOLE | SPONSORED ADR | 135.61K | SH | $14.23M 1.42% | 133.63K | 0.00 | 1.97K |
LAMAR ADVERTISING COSOLE | CL A | 82.77K | SH | $12.91M 1.29% | 80.33K | 0.00 | 2.44K |
HUBBELL INCSOLE | COM | 24.44K | SH | $12.79M 1.28% | 23.73K | 0.00 | 713.00 |
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