ADVISORY RESEARCH INC — 13F holdings

ADVISORY RESEARCH INC reported 166 holdings worth $1.00B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MYE MYERS INDS INC — $65.6M (6.5%)
2. OPLN OPENLANE INC — $63.2M (6.3%)
3. TRS TRIMAS CORP — $54.6M (5.4%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $40.3M (4.0%)
5. BELFB BEL FUSE INC — $39.3M (3.9%)
6. PRSU PURSUIT ATTRACTIONS AND HOSP — $36.8M (3.7%)
7. GOOGL ALPHABET INC — $33.9M (3.4%)
8. KDP KEURIG DR PEPPER INC — $28.4M (2.8%)
9. JBTM JBT MAREL CORPORATION — $27.5M (2.7%)
10. DJCO DAILY JOURNAL CORP — $25.0M (2.5%)