Advisory Research Inc.
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$813.5M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TRS
TRIMAS CORP
Q1 2026: Exited (was 63.9k shares)
4.9%
02
$OPLN
OPENLANE INC
Q1 2026: Exited (was 83.4k shares)
4.6%
03
$MYE
MYERS INDS INC
Q1 2026: Exited (was 2.50M shares)
4.0%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Exited (was 106.7k shares)
3.4%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 79.5% (90.7k → 18.6k shares)
3.3%
06
$PRSU
PURSUIT ATTRACTIONS AND HOSP
Q1 2026: Exited (was 1.33M shares)
3.0%
07
$BELFB
BEL FUSE INC
Q1 2026: Exited (was 11.1k shares)
2.9%
08
$KDP
KEURIG DR PEPPER INC
Q1 2026: Exited (was 589.0k shares)
2.7%
09
$MTG
MGIC INVT CORP WIS
Q1 2026: Exited (was 764.5k shares)
2.6%
10
$NPK
NATIONAL PRESTO INDS INC
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.