ADVISORY RESEARCH INC - Portfolio Stock Holdings

ADVISORY RESEARCH INC disclosed 145 stock positions in a recent SEC 13F filing. $943,393,757 of stock holdings were filed, with the largest holdings including MYE, TRS, and OPLN. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 12, 2026.

We estimate the fund has a total AUM of $991,276,223 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.