Advisory Research Inc Reduced Holdings in Q1 2025

Advisory Research Inc

  • $527 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLR
Miller Industries Inc

Consumer Cyclical
-208K
- 76.52%
$42.37 - $69.18 $8.81M - $14.4M
63.8K $2.7M
AVGO
Broadcom Inc.

Technology
-24.4K
- 25.07%
$167.43 - $244.7 $4.08M - $5.97M
72.9K $12.2M
WAL
Western Alliance Bancorporation

Financial Services
-88.5K
- 58.23%
$72.65 - $94.0 $6.43M - $8.32M
63.5K $4.88M
EME
Emcor Group, Inc.

Industrials
-13.9K
- 85.08%
$361.16 - $535.99 $5.02M - $7.45M
2.44K $901K
TPR
Tapestry, Inc.

Consumer Cyclical
-87.6K
- 36.64%
$65.63 - $89.21 $5.75M - $7.81M
151K $10.7M
GOOGL
Alphabet Inc.

Communication Services
-16.4K
- 28.45%
$154.33 - $206.19 $2.53M - $3.38M
41.3K $6.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-6.4K
- 7.09%
$165.25 - $224.62 $1.06M - $1.44M
83.9K $13.9M
SSB
South State Corp

Financial Services
-25.9K
- 20.05%
$89.4 - $108.33 $2.31M - $2.8M
103K $9.58M
ESI
Element Solutions Inc

Basic Materials
-111K
- 66.61%
$22.61 - $27.55 $2.52M - $3.07M
55.8K $1.26M
HUBB
Hubbell Inc

Industrials
-1.11K
- 6.21%
$330.91 - $456.86 $366K - $506K
16.7K $5.53M
SKY
Skyline Champion Corp

Consumer Cyclical
-21K
- 58.81%
$85.72 - $108.14 $1.8M - $2.27M
14.7K $1.39M
MTG
Mgic Investment Corp

Financial Services
-78.4K
- 12.95%
$22.56 - $25.71 $1.77M - $2.02M
527K $13.1M
SHV
Ishares Tr

ETFs
-9.99K
- 19.17%
$110.11 - $110.51 $1.1M - $1.1M
42.1K $4.65M
ALG
Alamo Group Inc

Industrials
-4.62K
- 36.0%
$172.9 - $190.49 $799K - $880K
8.21K $1.46M
KB
Kb Financial Group Inc.

Financial Services
-10.9K
- 10.5%
$53.14 - $62.87 $578K - $684K
92.7K $5.02M
CTLP
Cantaloupe, Inc.

Technology
-62K
- 49.66%
$7.52 - $11.15 $466K - $691K
62.9K $494K
HMC
Honda Motor CO LTD

Consumer Cyclical
-16.6K
- 12.76%
$26.9 - $30.41 $445K - $503K
113K $3.07M
DSGR
Distribution Solutions Group, Inc.

Industrials
-1.07K
- 1.22%
$27.75 - $35.03 $29.8K - $37.6K
87K $2.44M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-1.3K
- 8.74%
$218.17 - $305.86 $283K - $396K
13.5K $2.99M
LAMR
Lamar Advertising CO

Real Estate
-1.89K
- 4.26%
$110.65 - $132.9 $209K - $251K
42.4K $4.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-547
- 8.39%
$507.05 - $563.67 $277K - $308K
5.98K $3.07M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-94
- 0.07%
$16.4 - $22.98 $1.54K - $2.16K
133K $2.24M
ALTG
Alta Equipment Group Inc.

Industrials
-2.64K
- 1.41%
$4.59 - $7.65 $12.1K - $20.2K
184K $862K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-227
- 1.31%
$80.4 - $106.5 $18.3K - $24.2K
17K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
-1.34K
- 5.99%
$461.52 - $548.18 $619K - $735K
21K $11M
BC
Brunswick Corp

Consumer Cyclical
-354
- 1.41%
$53.49 - $70.51 $18.9K - $25K
24.7K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
-1.13K
- 13.89%
$225.19 - $279.95 $254K - $316K
7.01K $1.72M
CDW
Cdw Corp

Technology
-464
- 4.22%
$160.26 - $206.13 $74.4K - $95.6K
10.5K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.06K
- 24.64%
$442.66 - $534.52 $471K - $569K
3.25K $1.73M
HQY
Healthequity, Inc.

Healthcare
-17
- 0.06%
$84.32 - $114.51 $1.43K - $1.95K
29.1K $2.57M
AXP
American Express CO

Financial Services
-239
- 4.25%
$255.39 - $325.87 $61K - $77.9K
5.39K $1.45M
WBS
Webster Financial Corp

Financial Services
-260
- 0.5%
$47.55 - $61.41 $12.4K - $16K
52.1K $2.69M
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 7.99%
N/A
12.9K $2.34M
GTES
Gates Industrial Corp PLC

Industrials
-3.11K
- 4.78%
$18.41 - $23.51 $57.3K - $73.1K
61.9K $1.14M
BAC
Bank Of America Corp

Financial Services
-1.68K
- 4.54%
$39.61 - $47.74 $66.6K - $80.3K
35.4K $1.48M
VO
Vanguard Mid Cap ETF

ETFs
-407
- 7.99%
$251.87 - $277.95 $103K - $113K
4.69K $1.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-609
- 5.54%
$169.43 - $182.84 $103K - $111K
10.4K $1.8M
ATR
Aptargroup, Inc.

Healthcare
-111
- 1.18%
$141.7 - $159.83 $15.7K - $17.7K
9.31K $1.38M
UL
Unilever PLC

Consumer Defensive
-5.24K
- 5.99%
$54.72 - $60.29 $287K - $316K
82.3K $4.9M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-17
- 0.07%
$66.59 - $77.68 $1.13K - $1.32K
22.7K $1.57M
TJX
Tjx Companies Inc

Consumer Cyclical
-522
- 4.3%
$112.81 - $126.16 $58.9K - $65.9K
11.6K $1.42M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-283
- 1.11%
$77.74 - $94.47 $22K - $26.7K
25.2K $1.96M
ABT
Abbott Laboratories

Healthcare
-1.91K
- 16.89%
$111.1 - $140.22 $212K - $267K
9.37K $1.24M
HTGC
Hercules Capital, Inc.

Financial Services
-660
- 5.2%
$18.01 - $22.0 $11.9K - $14.5K
12K $231K
MAIN
Main Street Capital Corp

Financial Services
-249
- 5.39%
$54.71 - $63.1 $13.6K - $15.7K
4.37K $247K
UNP
Union Pacific Corp

Industrials
-320
- 4.81%
$225.21 - $254.42 $72.1K - $81.4K
6.33K $1.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-355
- 3.08%
$81.83 - $82.73 $29K - $29.4K
11.2K $924K
FSK
Fs Kkr Capital Corp

Financial Services
-318
- 2.9%
$20.47 - $24.06 $6.51K - $7.65K
10.6K $222K
FDUS
Fidus Investment Corp

Financial Services
-267
- 2.61%
$20.39 - $23.37 $5.44K - $6.24K
9.96K $203K
Activity Summary
Buys All Purchases 66 New Holdings 4 Increased Positions 62 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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