Hennessy Advisors Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.81 Billion distributed in 281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caseys General Stores Inc with a value of $57.4M, Stone X Group Inc. with a value of $54.8M, Mastec Inc with a value of $50.9M, Primoris Services Corp with a value of $50.1M, and Leidos Holdings, Inc. with a value of $49.1M.
Examining the 13F form we can see an decrease of $112M in the current position value, from $2.92B to 2.81B.
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.
Portfolio value
$2.81 Billion
Consumer Cyclical: $459 Million
Industrials: $403 Million
Technology: $394 Million
Energy: $370 Million
Financial Services: $338 Million
Utilities: $292 Million
Consumer Defensive: $221 Million
Communication Services: $144 Million
Other: $190 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
