StockDriftsStockDriftsTop 50 Advisory Research INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MYE | MYERS INDS INC | 6.54% | 1.86M | $65.6M | +21.77%(+332.16K) | $18.93(+75.80%) | 2026-06-30 | |
| OPLN | OPENLANE INC | 6.31% | 1.53M | $63.2M | +19.66%(+251.94K) | $24.18(+46.84%) | 2026-06-30 | |
| TRS | TRIMAS CORP | 5.44% | 1.21M | $54.6M | +8.21%(+91.90K) | $29.91(+30.18%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | 84.5K | $40.3M | +3.26%(+2.67K) | $145.76(+192.87%) | 2026-06-30 | |
| BELFB | BEL FUSE INC | 3.92% | 117.9K | $39.3M | -1.23%(-1.47K) | $66.58(+347.44%) | 2026-06-30 | |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | 3.67% | 657.6K | $36.8M | -1.14%(-7.58K) | $29.81(+60.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.38% | 94.8K | $33.9M | +1.68%(+1.56K) | $179.04(+92.54%) | 2026-06-30 | |
| KDP | KEURIG DR PEPPER INC | 2.83% | 867.8K | $28.4M | +3.39%(+28.47K) | $29.25(+7.49%) | 2026-06-30 | |
| JBTM | JBT MAREL CORPORATION | 2.75% | 189.9K | $27.5M | +34.90%(+49.12K) | $117.07(+2.66%) | 2026-06-30 | |
| DJCO | DAILY JOURNAL CORP | 2.49% | 41.5K | $25.0M | -0.87%(-363) | $466.82(+29.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.14% | +115.35% | +19.82% | +146.96% |
| Top 20 Holdings Unweighted | +26.92% | +104.46% | +17.62% | +125.07% |
Advisory Research INC reports $1.00B in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are MYE (6.5%), OPLN (6.3%) and TRS (5.4%). The top 20 holdings account for 61.95% of reported assets. Its disclosed equity book has returned +115.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advisory Research INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 902584). View Advisory Research INC’s 13F filings on SEC