ADVISORY RESEARCH INC

Q3 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$943,394
Net value change ($000)
-59,007 (-5.9%)
New positions
10
Sold out positions
17
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
ROCK 39,082 NEW
MIDERA FOOD PROCESSING INC 17,422 393.4%
HAS 16,114 NEW
META 14,654 143.0%
CVS 12,397 NEW
TNL 10,404 NEW
NTAP 9,646 302.8%
TS 5,778 NEW
MSFT 5,279 32.4%
MPC 4,993 48.5%
Top Reduces (Value $000, Stocks/ETFs)
JBTM -24,625 -89.4%
OPLN -19,917 -31.5%
ACVA -18,061 -100.0%
CME -14,815 -100.0%
BELFA -11,637 -29.6%
MYE -9,751 -14.9%
HUBB -9,313 -72.8%
CMCSA -9,244 -100.0%
TRS -9,242 -16.9%
INTU -7,424 -100.0%
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