ADVISORY RESEARCH INC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$795,729
Net value change ($000)
+34,284 (4.5%)
New positions
13
Sold out positions
19
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MYE 12,430 103.9%
TRS 9,851 34.0%
ACVA 8,764 NEW
KDP 6,862 71.2%
UL 6,322 NEW
GOOGL 6,033 27.0%
DJCO 5,221 19.5%
OPLN 4,464 15.2%
BTI 3,938 144.1%
TPR 3,741 14.5%
Top Reduces (Value $000, Stocks/ETFs)
DRVN -8,558 -79.8%
VZ -8,149 -100.0%
Unilever PLC -6,356 -100.0%
BELFA -4,432 -16.2%
LEGH -3,844 -21.2%
BELFA -3,287 -100.0%
PBI -3,111 -100.0%
PRSU -2,893 -11.0%
MCRI -2,494 -100.0%
PFGC -2,480 -16.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type