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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOZONE INC | COM | 201 | $1,956,306 | 660 | 0.00 | 0.00 | -10 | -1.49 | 06-30-2024 |
| LAM RESEARCH CORP | COM | 202 | $1,942,286 | 1,824 | 0.00 | 0.00 | 213 | 13.22 | 06-30-2024 |
| STEEL DYNAMICS INC | COM | 203 | $1,927,219 | 14,882 | 0.00 | 0.00 | 1,725 | 13.11 | 06-30-2024 |
| BANK AMERICA CORP | COM | 204 | $1,915,960 | 48,176 | 0.00 | 0.00 | -797 | -1.63 | 06-30-2024 |
