Advisory Research Inc Closed Holding Positions

Advisory Research Inc

  • $618 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DHHC
Diamond Head Holdings Corp.

Financial Services
Q4 2021 Filed on Feb 11, 2022
251,900
$9.7 - $9.8 $2.44M - $2.47M
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,487
$189.51 - $279.32 $282K - $415K
RXN
Zurn Water Solutions Corporation

Industrials
Q4 2021 Filed on Feb 11, 2022
253,170
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
8,880
$42.64 - $48.7 $379K - $432K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
319,868
$13.84 - $24.33 $4.43M - $7.78M
PTC
Ptc Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
2,881
$105.94 - $129.85 $305K - $374K
CSTL
Castle Biosciences Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
12,368
$39.06 - $67.58 $483K - $836K
KAHCU
Kkr Acquisition Hldgs I Corp
Q4 2021 Filed on Feb 11, 2022
29,010
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 11, 2022
2,347
$53.0 - $103.63 $124K - $243K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
350,005
$4.9 - $9.1 $1.72M - $3.19M
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
264,383
$36.31 - $45.23 $9.6M - $12M
SCHW
Schwab Charles Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
4,696
$73.23 - $85.82 $344K - $403K
Ross Acquisition Corp Ii Unit
Q4 2021 Filed on Feb 11, 2022
10,803
N/A
SBIIU
Sandbridge X2 Corp Unit 1 Cl A
Q4 2021 Filed on Feb 11, 2022
21,488
N/A
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
6,004
$69.2 - $112.96 $415K - $678K
EPAC
Enerpac Tool Group Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
150,880
$19.53 - $23.43 $2.95M - $3.54M
Thunder Bridge Capital Partner
Q4 2021 Filed on Feb 11, 2022
22,100
N/A
L Catterton Asia Acquisition C
Q4 2021 Filed on Feb 11, 2022
130,943
N/A
IS
Iron Source LTD

Technology
Q4 2021 Filed on Feb 11, 2022
38,919
$7.56 - $12.43 $294K - $484K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
11,661
$24.09 - $37.86 $281K - $441K
Cimarex Energy
Q4 2021 Filed on Feb 11, 2022
103,959
N/A
RMNI
Rimini Street, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
142,141
$5.46 - $11.3 $776K - $1.61M
AGEN
Agenus Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
199,290
$2.92 - $5.74 $582K - $1.14M
Science Strategic Acquisition
Q4 2021 Filed on Feb 11, 2022
15,000
N/A
SHQA
Shelter Acquisition Corp I

Financial Services
Q4 2021 Filed on Feb 11, 2022
90,000
$9.71 - $9.95 $874K - $895K
TRTLU
Tortoiseecofin Acq Corp Iii Un
Q4 2021 Filed on Feb 11, 2022
41,500
N/A
UIS
Unisys Corp

Technology
Q4 2021 Filed on Feb 11, 2022
12,992
$17.9 - $26.5 $233K - $344K
LTCH
Latch, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
364,239
$7.18 - $11.21 $2.62M - $4.08M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Feb 11, 2022
25,800
$38.29 - $39.43 $988K - $1.02M
AA
Alcoa Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
6,075
$43.78 - $59.83 $266K - $363K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
49,141
$17.78 - $33.08 $874K - $1.63M
ASZ
Austerlitz Acquisition Corp Ii

Financial Services
Q4 2021 Filed on Feb 11, 2022
455,886
$9.71 - $9.85 $4.43M - $4.49M
GOGO
Gogo Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
32,734
$12.29 - $18.57 $402K - $608K
STOR
Store Capital Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
217,918
$32.16 - $35.11 $7.01M - $7.65M
Broadscale Acquisition Corp Un
Q4 2021 Filed on Feb 11, 2022
14,600
N/A
Khosla Ventures Acquisition CO
Q4 2021 Filed on Feb 11, 2022
10,300
N/A
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 11, 2022
44,998
$20.77 - $33.88 $935K - $1.52M
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
17,500
$22.21 - $37.37 $389K - $654K
NGMS
Neo Games S.A.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
7,672
$25.76 - $41.86 $198K - $321K
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
38,405
$17.96 - $26.75 $690K - $1.03M
DNAWS
Ginkgo Bioworks Hldgs Inc Wt E
Q4 2021 Filed on Feb 11, 2022
53,841
N/A
Gs Acquisition Holdings A.Old
Q4 2021 Filed on Feb 11, 2022
77,500
N/A
ROSS
Ross Acquisition Corp Ii

Financial Services
Q4 2021 Filed on Feb 11, 2022
136,668
$9.73 - $9.92 $1.33M - $1.36M
Science Strategic Acquisition
Q4 2021 Filed on Feb 11, 2022
32,451
N/A
NMFC
New Mountain Finance Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
80,313
$13.14 - $14.07 $1.06M - $1.13M
TEN
Tenneco Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
117,023
$10.1 - $15.12 $1.18M - $1.77M
TBCP
Thunder Bridge Capital Partners Iii Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
120,688
$9.74 - $9.85 $1.18M - $1.19M
ASZCF
Austerlitz Acquisition Corp Ii
Q4 2021 Filed on Feb 11, 2022
392,967
N/A
AUSCF
Austerlitz Acquisition Corp I
Q4 2021 Filed on Feb 11, 2022
229,700
N/A
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