HENNESSY ADVISORS INC

PublicCIK: 1145255
HNNANASDAQHNNAZNASDAQ
Location

NOVATO, CA

📋 What this filing means

HENNESSY ADVISORS INC filed this quarterly 13F‑HR report disclosing 325 equity positions with a total reported market value of $3.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

325
Positions
$3.13B
Total AUM (reported)
60.43M
Total Shares

Allocation by class

TOTAL AUM$3.13B325 positions
COM$2.47B78.8%
CL A$105.86M3.4%
ADR$101.70M3.3%
COM NEW$87.32M2.8%
COMMON STOCK$58.61M1.9%
CL A COM$57.04M1.8%
SPONSORED ADR$46.41M1.5%

Portfolio Concentration

Top 39.0%4–1014.0%11–2518.1%Rest58.9%TOP 1023.0%0%100%
Top 3$281.45M9.0%
4–10$438.23M14.0%
11–25$566.54M18.1%
Rest$1.84B58.9%

Top 3 weight

9.0%

Top 10 weight

23.0%

Voting Authority Distribution

Total shares with voting rights: 60.43M

Sole

Full voting authority

60.43M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole325
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings325
Rows:

Viasat Inc

SOLE
COM
Shares1.20M
TypeSH
Market value$108.19M
3.46%
Sole
1.20M
Shared
0.00
None
0.00

Sanmina Corp

SOLE
COM
Shares347.40K
TypeSH
Market value$87.92M
2.81%
Sole
347.40K
Shared
0.00
None
0.00

MasTec Inc

SOLE
COM
Shares205.10K
TypeSH
Market value$85.33M
2.73%
Sole
205.10K
Shared
0.00
None
0.00

TD SYNNEX Corp

SOLE
COM
Shares281.60K
TypeSH
Market value$75.28M
2.41%
Sole
281.60K
Shared
0.00
None
0.00

Dycom Industries Inc

SOLE
COM
Shares143.60K
TypeSH
Market value$72.60M
2.32%
Sole
143.60K
Shared
0.00
None
0.00

StoneX Group Inc

SOLE
COM
Shares564.60K
TypeSH
Market value$66.91M
2.14%
Sole
564.60K
Shared
0.00
None
0.00

CH Robinson Worldwide Inc

SOLE
COM
Shares338.64K
TypeSH
Market value$63.78M
2.04%
Sole
338.64K
Shared
0.00
None
0.00

Casey's General Stores Inc

SOLE
COM
Shares69.50K
TypeSH
Market value$55.24M
1.77%
Sole
69.50K
Shared
0.00
None
0.00

Granite Construction Inc

SOLE
COM
Shares335.20K
TypeSH
Market value$52.99M
1.69%
Sole
335.20K
Shared
0.00
None
0.00

Cheesecake Factory Inc

SOLE
COM
Shares646.70K
TypeSH
Market value$51.44M
1.64%
Sole
646.70K
Shared
0.00
None
0.00

American Airlines Group Inc

SOLE
COM
Shares2.81M
TypeSH
Market value$50.79M
1.62%
Sole
2.81M
Shared
0.00
None
0.00

Macy's Inc

SOLE
COM
Shares2.12M
TypeSH
Market value$49.97M
1.60%
Sole
2.12M
Shared
0.00
None
0.00

EchoStar Corp

SOLE
CL A
Shares476.90K
TypeSH
Market value$48.41M
1.55%
Sole
476.90K
Shared
0.00
None
0.00

Crown Holdings Inc

SOLE
COM
Shares385.50K
TypeSH
Market value$43.11M
1.38%
Sole
385.50K
Shared
0.00
None
0.00

Penn Entertainment Inc

SOLE
COM
Shares1.80M
TypeSH
Market value$38.55M
1.23%
Sole
1.80M
Shared
0.00
None
0.00

Wayfair Inc

SOLE
COM
Shares416.50K
TypeSH
Market value$38.49M
1.23%
Sole
416.50K
Shared
0.00
None
0.00

Primoris Services Corp

SOLE
COM
Shares384.50K
TypeSH
Market value$38.11M
1.22%
Sole
384.50K
Shared
0.00
None
0.00

Jones Lang LaSalle Inc

SOLE
COM
Shares116.20K
TypeSH
Market value$36.02M
1.15%
Sole
116.20K
Shared
0.00
None
0.00

Autoliv Inc

SOLE
ADR
Shares285.80K
TypeSH
Market value$33.20M
1.06%
Sole
285.80K
Shared
0.00
None
0.00

Williams Cos Inc

SOLE
COM
Shares441.32K
TypeSH
Market value$32.81M
1.05%
Sole
441.32K
Shared
0.00
None
0.00

Cheniere Energy Inc

SOLE
COM NEW
Shares134.75K
TypeSH
Market value$32.21M
1.03%
Sole
134.75K
Shared
0.00
None
0.00

Jacobs Solutions Inc

SOLE
COM
Shares250.50K
TypeSH
Market value$31.56M
1.01%
Sole
250.50K
Shared
0.00
None
0.00

Oneok Inc

SOLE
COM
Shares360.11K
TypeSH
Market value$31.31M
1.00%
Sole
360.11K
Shared
0.00
None
0.00

Lithia Motors Inc

SOLE
COM
Shares106.80K
TypeSH
Market value$31.02M
0.99%
Sole
106.80K
Shared
0.00
None
0.00

Nexstar Media Group Inc

SOLE
COMMON STOCK
Shares173.50K
TypeSH
Market value$30.99M
0.99%
Sole
173.50K
Shared
0.00
None
0.00
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