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 |
|---|---|---|---|---|---|---|---|---|---|
| UFP INDUSTRIES INC | COM | 401 | $998,032 | 8,911 | 0.00 | 0.00 | 560 | 6.71 | 06-30-2024 |
| HERSHEY CO | COM | 402 | $960,144 | 5,223 | 0.00 | 0.00 | -76 | -1.43 | 06-30-2024 |
| LESLIES INC | COM | 403 | $959,007 | 228,880 | 0.00 | 228,880 | +Inf | 06-30-2024 | |
| REGAL REXNORD CORPORATION | COM | 404 | $951,814 | 7,039 | 0.00 | 0.00 | -124 | -1.73 | 06-30-2024 |
