HoldingsChannel.com
Advisory Research Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
WPX Energy Incorporated 5,418,498 -287,496 $57,382
     WPX5,418,498-287,496$57,382
Trimas Corporation 1,842,616 +7,172 $56,476
     TRS1,842,616+7,172$56,476
Howard Hughes Corp The 431,937 -12,403 $55,979
     HHC431,937-12,403$55,979
Cannae Holdings Incorporated 1,861,517 -434,242 $51,136
     CNNE1,861,517-434,242$51,136
The Brink s Company 582,356 +12,910 $48,306
     BCO582,356+12,910$48,306
Avnet Incorporated 1,028,813 -71,479 $45,767
     AVT1,028,813-71,479$45,767
Core Mark Holding Company Inco 1,359,857 +215,802 $43,672
     CORE1,359,857+215,802$43,672
JPMorgan Chase & Co 365,986 -12,447 $43,073
     JPM365,986-12,447$43,073
Fortune Brands Home & Security 661,922 -961 $36,207
     FBHS661,922-961$36,207
Accenture Plc 179,414 -6,137 $34,510
     ACN179,414-6,137$34,510
Allison Transmission Holding 694,307 +77,617 $32,667
     ALSN694,307+77,617$32,667
Verizon Communications 540,785 -19,985 $32,642
     VZ540,785-19,985$32,642
Store Capital Group 870,336 -35,722 $32,559
     STOR870,336-35,722$32,559
Cable One Incorporated 25,906 -555 $32,504
     CABO25,906-555$32,504
Johnson & Johnson 246,504 +402 $31,893
     JNJ246,504+402$31,893
Horizon Bancorp Incorporated 1,821,727 -2,331 $31,625
     HBNC1,821,727-2,331$31,625
Diamondback Energy Incorporate 351,104 -36,139 $31,568
     FANG351,104-36,139$31,568
Hanover Insurance Group Incorp 229,273 -8,346 $31,076
     THG229,273-8,346$31,076
Home Depot Inc 133,843 +45,115 $31,054
     HD133,843+45,115$31,054
Bankunited Inc Com 918,346 +261,445 $30,875
     BKU918,346+261,445$30,875
Enstar Group Limited Shs 154,590 -6,472 $29,360
     ESGR154,590-6,472$29,360
Element Solutions Incorporated 2,784,928 +139,411 $28,351
     ESI2,784,928+139,411$28,351
Sterling Bancorp DE 1,404,097 +188,177 $28,166
     STL1,404,097+188,177$28,166
Graham Holdings Company Class 40,872 -52 $27,117
     GHC40,872-52$27,117
Hilltop Holdings Incorporated 1,117,755 -167,235 $26,703
     HTH1,117,755-167,235$26,703
Centerstate Bank Corporation 1,095,745 -5,481 $26,281
     CSFL1,095,745-5,481$26,281
IAA Incorporated 615,880 -7,645 $25,701
     IAA615,880-7,645$25,701
Honeywell International Inc 151,285 -5,989 $25,597
     HON151,285-5,989$25,597
PotlatchDeltic Corporation 615,691 +239,701 $25,296
     PCH615,691+239,701$25,296
Armstrong World Industries 256,197 -75,004 $24,774
     AWI256,197-75,004$24,774
Acushnet Holdings Corporation 919,093 +258,054 $24,264
     GOLF919,093+258,054$24,264
Caseys General Stores 144,886 -17,180 $23,350
     CASY144,886-17,180$23,350
Cabot Oil & Gas 1,306,512 +402,089 $22,955
     COG1,306,512+402,089$22,955
Jack In The Box Incorporated 250,381 -109,714 $22,815
     JACK250,381-109,714$22,815
UnitedHealth Group Inc 103,444 -4,343 $22,481
     UNH103,444-4,343$22,481
Medtronic PLC Shares (MDT) 203,726 -6,250 $22,129
     MDT203,726-6,250$22,129
Taiwan Semiconductor SP ADR 459,837 -13,815 $21,373
     TSM459,837-13,815$21,373
Colgate Palmolive 277,449 -9,208 $20,395
     CL277,449-9,208$20,395
Open Text Corporation 494,866 +250,045 $20,195
     OTEX494,866+250,045$20,195
Royal Dutch Shell Plc Spon Adr      $20,089
     RDS.B335,372-16,869$20,089
Atmos Energy Corp 175,623 -5,992 $20,002
     ATO175,623-5,992$20,002
Extended Stay America Incorpor 1,345,917 +281,867 $19,704
     STAY1,345,917+281,867$19,704
Chunghwa Telecom LT Spon ADR 520,678 -20,182 $18,583
     CHT520,678-20,182$18,583
BB&T Captial Markets 344,675 -11,817 $18,395
     BBT344,675-11,817$18,395
Pioneer Natural Resources Comp 141,989 -9,788 $17,858
     PXD141,989-9,788$17,858
TJX Companies 307,637 -10,020 $17,148
     TJX307,637-10,020$17,148
Alexander & Baldwin Holdings I 693,909 +126,596 $17,008
     ALEX693,909+126,596$17,008
Raytheon 86,253 -3,156 $16,922
     RTN86,253-3,156$16,922
The Toronto Dominion Bank 282,480 -10,564 $16,457
     TD282,480-10,564$16,457
KAR Auction Services Incorpora 660,505 +36,980 $16,215
     KAR660,505+36,980$16,215

See Full List: All Stocks Held By Advisory Research Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Advisory Research Inc.

Size ($ in 1000's)
At 09/30/2019: $2,077,094
At 06/30/2019: $5,085,856

Advisory Research Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advisory Research Inc. 13F filings. Link to 13F filings: SEC filings

Advisory Research Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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