Hennessy Advisors Inc Portfolio Holdings
Hennessy Advisors Inc
- $3.26 Billion
- Q4 2024
Hennessy Advisors Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.26 Billion distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Peloton Interactive, Inc. with a value of $85.3M, Alaska Air Group, Inc. with a value of $82.5M, Brinker International, Inc with a value of $81.9M, Newell Brands Inc. with a value of $72.4M, and Ugi Corp with a value of $67.1M.
Examining the 13F form we can see an increase of $209M in the current position value, from $3.05B to 3.26B.
Hennessy Advisors Inc is based out at Novato, CA
Below you can find more details about Hennessy Advisors Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 306
- Current Value $3.26 Billion
- Prior Value $3.05 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 36 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks