Advisory Research Inc reported 114 positions worth $941.16M for the quarter ended Jun 30, 2026, up 24.6% on the prior quarter. It opened 0 new positions, added to 66, trimmed 45 and exited 2. Its largest holding is Myers Industries Inc at 7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MYE Myers Industries Inc | +332.2K | +21.8% | $11.73M | 6.97% |
| OPLN OPENLANE, Inc. | +251.9K | +19.7% | $10.39M | 6.72% |
| LTM Latam Airlines Group S.A. | +175.5K | +178.1% | $10.23M | 1.7% |
| JBTM JBT MAREL Corp | +49.1K | +34.9% | $7.12M | 2.93% |
| TRS Trimas Corp | +91.9K | +8.2% | $4.14M | 5.8% |
| BOW Bowhead Specialty Holdings Inc. | +63.0K | +187.0% | $1.89M | 0.308% |
| NPK National Presto Industries Inc | +14.1K | +9.6% | $1.77M | 2.15% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +2,668 | +3.3% | $1.27M | 4.29% |
| LAMR Lamar Advertising Co | +7,125 | +9.4% | $1.11M | 1.37% |
| KDP Keurig Dr Pepper Inc. | +28.5K | +3.4% | $931.95K | 3.02% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ACVA ACV Auctions Inc. | -516.7K | -17.1% | $3.71M | 1.92% |
| APA APA Corp | -111.9K | -30.0% | $3.65M | 0.905% |
| MTDR Matador Resources Co | -57.8K | -23.5% | $2.88M | 0.993% |
| PHIN Phinia Inc. | -37.2K | -100.0% | $2.55M | Exited |
| CPRT Copart Inc | -27.8K | -100.0% | $922.56K | Exited |
| BELFB Bel Fuse Inc | -1,468 | -1.2% | $488.90K | 4.17% |
| PRSU Pursuit Attractions & Hospitality, Inc. | -7,580 | -1.1% | $424.25K | 3.91% |
| ESI Element Solutions Inc | -8,040 | -19.3% | $383.91K | 0.17% |
| ACA Arcosa, Inc. | -2,528 | -8.1% | $367.29K | 0.445% |
| ABG Asbury Automotive Group Inc | -1,346 | -11.7% | $270.65K | 0.217% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MYE Myers Industries Inc | Industrials | 1.86M | $65.60M | 6.97% | +332.2K | +21.8% | Added | 4.94% |
| 2 | OPLN OPENLANE, Inc. | Technology | 1.53M | $63.24M | 6.72% | +251.9K | +19.7% | Added | 1.25% |
| 3 | TRS Trimas Corp | Industrials | 1.21M | $54.56M | 5.8% | +91.9K | +8.2% | Added | 3.38% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 84.5K | $40.33M | 4.29% | +2,668 | +3.3% | Added | 0% |
| 5 | BELFB Bel Fuse Inc | Technology | 117.9K | $39.26M | 4.17% | -1,468 | -1.2% | Reduced | 0.82% |
| 6 | PRSU Pursuit Attractions & Hospitality, Inc. | Consumer Discretionary | 657.6K | $36.81M | 3.91% | -7,580 | -1.1% | Reduced | 2.37% |
| 7 | GOOGL Alphabet Inc. | Technology | 94.8K | $33.89M | 3.6% | +1,563 | +1.7% | Added | 0% |
| 8 | KDP Keurig Dr Pepper Inc. | Consumer Staples | 867.8K | $28.40M | 3.02% | +28.5K | +3.4% | Added | 0.06% |
| 9 | JBTM JBT MAREL Corp | Industrials | 189.9K | $27.53M | 2.93% | +49.1K | +34.9% | Added | 0.36% |
| 10 | DJCO Daily Journal Corp | Communication Services | 41.5K | $24.96M | 2.65% | -363 | -0.9% | Reduced | 3.01% |
| 11 | AVGO Broadcom Inc. | Technology | 65.5K | $24.74M | 2.63% | +1,808 | +2.8% | Added | 0% |
| 12 | LEGH Legacy Housing Corp | Consumer Discretionary | 920.3K | $24.18M | 2.57% | -5,033 | -0.5% | Reduced | 3.87% |
| 13 | MTG Mgic Investment Corp | Financial Services | 817.0K | $23.04M | 2.45% | +22.6K | +2.8% | Added | 0.39% |
| 14 | PM Philip Morris International Inc. | Consumer Staples | 122.1K | $22.09M | 2.35% | +2,570 | +2.1% | Added | 0.01% |
| 15 | NPK National Presto Industries Inc | Consumer Discretionary | 161.8K | $20.22M | 2.15% | +14.1K | +9.6% | Added | 2.26% |
Tip. Select a row to see that position’s full history at Advisory Research.
As of its Q2 2026 13F filing, Advisory Research Inc’s five largest positions were Myers Industries Inc (MYE) at 7.0%, OPENLANE, Inc. (OPLN) at 6.7%, Trimas Corp (TRS) at 5.8%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 4.3%, Bel Fuse Inc (BELFB) at 4.2% of the reported portfolio.
Advisory Research Inc reported a 13F portfolio worth $941.16M across 114 positions for Q2 2026. That is up 24.6% from the previous quarter.
Its largest purchases by value were Myers Industries Inc ($11.73M), OPENLANE, Inc. ($10.39M), Latam Airlines Group S.A. ($10.23M). It opened 0 new positions.
Its largest sales by value were ACV Auctions Inc. ($3.71M), APA Corp ($3.65M), Matador Resources Co ($2.88M). It exited 2 positions entirely.
From the Form 13F-HR reports Advisory Research Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.