Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ADVISORY RESEARCH INC 08-13-2024 06-30-2024 197 531,617,926
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD BD INDEX FDS VANGUARD ULTRA 101 $4,786,356 96,655 0.00 0.00 15,180 18.63 06-30-2024
FLUTTER ENTMT PLC SHS 102 $4,275,977 23,448 0.00 23,448 +Inf 06-30-2024
HONDA MOTOR LTD ADR ECH CNV IN 3 103 $4,253,746 131,940 0.00 131,940 +Inf 06-30-2024
ELEMENT SOLUTIONS INC COM 104 $4,189,389 154,476 0.00 0.00 -1,567 -1.00 06-30-2024
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