13F Insight
DOSSIER · 13F-HR · Q1 2026

ADVISORY RESEARCH INC

$813M in tracked AUM across 170 positions as of Q1 2026.

AR
CIK 0000902584 · last filed Mar 31, 2026
Total AUM
$813M
as of Q1 2026
Holdings
170
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

ADVISORY RESEARCH INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TRS
TRIMAS CORP
$40M1.1M4.9%02
OPLN
OPENLANE INC
$37M1.3M4.6%03
MYE
MYERS INDS INC
$32M1.5M4.0%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$28M82K3.4%05
GOOGL
ALPHABET INC
$27M93K3.3%06
PRSU
PURSUIT ATTRACTIONS AND HOSP
$24M665K3.0%07
BELFB
BEL FUSE INC
$24M119K2.9%08
KDP
KEURIG DR PEPPER INC
$22M839K2.7%09
MTG
MGIC INVT CORP WIS
$21M794K2.6%10
NPK
NATIONAL PRESTO INDS INC
$20M148K2.5%

Filing history

2026Q1Mar 31
$813M▲ 2.2%
170 positionsView →2025Q4Dec 31
$796M▲ 4.5%
176 positionsView →2025Q3Sep 30
$761M▲ 17.0%
182 positionsView →2025Q2Jun 30
$651M▲ 14.7%
174 positionsLocked2025Q1Mar 31
$567M▼ 5.7%
184 positionsLocked2024Q4Dec 31
$602M▲ 6.9%
189 positionsLocked2024Q3Sep 30
$563M▲ 5.9%
192 positionsLocked2024Q2Jun 30
$532M▲ 5.7%
197 positionsLocked2024Q1Mar 31
$503M▼ 22.4%
195 positionsLocked2023Q4Dec 31
$648M▼ 10.0%
517 positionsLocked2023Q3Sep 30
$720M▼ 7.6%
613 positionsLocked2023Q2Jun 30
$780M▲ 28.2%
620 positionsLocked
Showing 12 of 53