ADVISORY RESEARCH INC - Portfolio Stock Holdings
ADVISORY RESEARCH INC disclosed 155 stock positions in a recent SEC 13F filing. $811,201,681 of stock holdings were filed, with the largest holdings including TRS, OPLN, and MYE. This filing represented positions held on March 31, 2026, and was filed on May 14, 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.
Report Period:
March 31, 2026No. of Stocks:
155Est. Stock Holding Value:
$811,201,681Top Stock Holdings By Sector
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Portfolio Stock Holdings - ADVISORY RESEARCH INC
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