account_balance
Investment manager · 13F filer · SEC CIK 902584
Advisory Research Inc
Reported value$943Mas of Sep 30, 2026
Positions129 10 new, 17 sold out
Top 10 weight38.4%MYE alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MYEMyers Inds Inc
5.9%Trimmed −2%
TRSTrimas Corp
4.8%Trimmed −3%
OPLNOpenlane Inc
4.6%Trimmed −17%
ROCKGibraltar Inds Inc
4.1%New
TSMTaiwan Semiconductor Manufac
3.9%Trimmed −5%
GOOGLAlphabet Inc
3.3%Trimmed −4%
PRSUPursuit Attractions and Hosp
3.2%Trimmed −9%
BELFBBel Fuse Inc
2.9%Trimmed −4%
DJCODaily Journal Corp
2.8%
KDPKeurig Dr Pepper Inc
2.8%
LEGHLegacy Housing Corp
2.7%Trimmed −3%
META2.6%MYEMyers Inds Inc
5.9%Trimmed −2%
TRS4.8%OPLN4.6%ROCKGibraltar Inds Inc
4.1%New
TSMTaiwan Semiconductor Manufac
3.9%Trimmed −5%
GOOGL3.3%PRSU3.2%BELFB2.9%DJCO2.8%KDP2.8%LEGH2.7%META2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MYE Myers Inds Inc 5.9% Trimmed −2%TRS Trimas Corp 4.8% Trimmed −3%OPLN Openlane Inc 4.6% Trimmed −17%ROCK Gibraltar Inds Inc 4.1% NewTSM Taiwan Semiconductor Manufac 3.9% Trimmed −5%GOOGL Alphabet Inc 3.3% Trimmed −4%PRSU Pursuit Attractions and Hosp 3.2% Trimmed −9%BELFB Bel Fuse Inc 2.9% Trimmed −4%DJCO Daily Journal Corp 2.8% HeldKDP Keurig Dr Pepper Inc 2.8% HeldLEGH Legacy Housing Corp 2.7% Trimmed −3%META Meta Platforms Inc 2.6% Added +89%
What changed