§ 13F · FUND PROFILE
ADVISORY RESEARCH INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $761M (13F)Positions · 182Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$79M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TRS | TRIMAS CORP | 1.09M | $39M | 4.8% | +2% |
| 2 | OPLN | OPENLANE INC | 1.24M | $36M | 4.5% | +13% |
| 3 | MYE | MYERS INDS INC | 1.48M | $31M | 3.8% | +17% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 82K | $28M | 3.4% | −23% |
| 5 | GOOGL | ALPHABET INC | 93K | $27M | 3.3% | +3% |
| 6 | PRSU | PURSUIT ATTRACTIONS AND HOSP | 638K | $23M | 2.9% | −4% |
| 7 | BELFB | BEL FUSE INC | 116K | $23M | 2.8% | −11% |
| 8 | KDP | KEURIG DR PEPPER INC | 839K | $22M | 2.7% | +42% |
| 9 | MTG | MGIC INVT CORP WIS | 794K | $21M | 2.6% | +4% |
| 10 | PM | PHILIP MORRIS INTL INC | 120K | $20M | 2.4% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVISORY SIGNAL
AC read
ADVISORY RESEARCH INC is a Other fund managing $761 million in assets. The fund runs a portfolio of 182 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed