DOSSIER · 13F-HR · Q2 2026

ADVISORY RESEARCH INC

$1.0B in tracked AUM across 166 positions as of Q2 2026.

AR
CIK 0000902584 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
166
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ADVISORY RESEARCH INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MYE
MYERS INDS INC
$66M1.9M6.5%
02
OPLN
OPENLANE INC
$63M1.5M6.3%
03
TRS
TRIMAS CORP
$55M1.2M5.4%
04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$40M84K4.0%
05
BELFB
BEL FUSE INC
$39M118K3.9%
06
PRSU
PURSUIT ATTRACTIONS AND HOSP
$37M658K3.7%
07
GOOGL
ALPHABET INC
$34M95K3.4%
08
KDP
KEURIG DR PEPPER INC
$28M868K2.8%
09
JBTM
JBT MAREL CORPORATION
$28M190K2.7%
10
DJCO
DAILY JOURNAL CORP
$25M42K2.5%

Filing history

2026Q2Jun 30
$1.0B 23.2%
166 positionsView →
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 positionsLocked
2025Q1Mar 31
$567M 5.7%
184 positionsLocked
2024Q4Dec 31
$602M 6.9%
189 positionsLocked
2024Q3Sep 30
$563M 5.9%
192 positionsLocked
2024Q2Jun 30
$532M 5.7%
197 positionsLocked
2024Q1Mar 31
$503M 22.4%
195 positionsLocked
2023Q4Dec 31
$648M 10.0%
517 positionsLocked
2023Q3Sep 30
$720M 7.6%
613 positionsLocked
Showing 12 of 54