ADVISORY RESEARCH INC
CIK 902584 · Holdings on Sep 30, 2026 · First reported Nov 12, 2026
Top ten holdings
Q3 2026- MYE5.92%
- TRS4.80%
- OPLN4.59%
- ROCK4.14%
- TSM3.87%
- GOOGL3.32%
- PRSU3.17%
- BELFB2.93%
- DJCO2.84%
- KDP2.77%
Share classes counted separately38.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MFPWeight increased · +1.88 pp0.44% → 2.32%Shares +424.60K (+383.51%)
- OPLNWeight decreased · -1.72 pp6.31% → 4.59%Shares -264.09K (-17.22%)
- METAWeight increased · +1.62 pp1.02% → 2.64%Shares +16.15K (+88.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MYEMYERS INDUSTRIES INC View history and evidence | $55.85M | 5.92% | 1.82M shares | 6.54% → 5.92%-0.62 pp -42.79K (-2.30%) | Reduced | ↗▾ |
| 02 | TRSTRIMAS CORPCOM NEW View history and evidence | $45.32M | 4.80% | 1.17M shares | 5.44% → 4.80%-0.64 pp -37.45K (-3.09%) | Reduced | ↗▾ |
| 03 | OPLNOPENLANE INC View history and evidence | $43.33M | 4.59% | 1.27M shares | 6.31% → 4.59%-1.72 pp -264.09K (-17.22%) | Reduced | ↗▾ |
| 04 | ROCKGIBRALTAR INDUSTRIES INC View history and evidence | $39.08M | 4.14% | 986.92K shares | Prior unavailable +986.92K | New | ↗▾ |
| 05 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $36.47M | 3.87% | 79.95K shares | 4.02% → 3.87%-0.15 pp -4.51K (-5.34%) | Reduced | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $31.32M | 3.32% | 91.03K shares | 3.38% → 3.32%-0.06 pp -3.79K (-4.00%) | Reduced | ↗▾ |
| 07 | PRSUPURSUIT ATTRACTIONS AND HOSP View history and evidence | $29.86M | 3.17% | 600.46K shares | 3.67% → 3.17%-0.50 pp -57.19K (-8.70%) | Reduced | ↗▾ |
| 08 | BELFBBEL FUSE INC-CL BCL B View history and evidence | $27.63M | 2.93% | 113.17K shares | 3.92% → 2.93%-0.99 pp -4.73K (-4.01%) | Reduced | ↗▾ |
| 09 | DJCODAILY JOURNAL CORP View history and evidence | $26.82M | 2.84% | 41.51K shares | 2.49% → 2.84%+0.35 pp -3 (-0.01%) | Reduced | ↗▾ |
| 10 | KDPKEURIG DR PEPPER INC View history and evidence | $26.17M | 2.77% | 862.47K shares | 2.83% → 2.77%-0.06 pp -5.30K (-0.61%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACVA ACV AUCTIONS INC-A | Non-derivative | -2,511,972 | -$18.06M | SEC filing ↗ | SEC filing ↗ |
| CME CME GROUP INC | Non-derivative | -67,088 | -$14.82M | SEC filing ↗ | SEC filing ↗ |
| CMCSA COMCAST CORP-CLASS A | Non-derivative | -376,554 | -$9.24M | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 902584 · Period Sep 30, 2026
Data loaded Nov 13, 2026 · First reported Nov 12, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 943393854
}Research all 129 reported holdings.
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