Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESEARCH INC | 02-13-2024 | 12-31-2023 | 517 | 648,331,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Sterling Infrastructure Inc | COM | 551 | $555,542 | 6,318 | 0.00 | 0.00 | -1,542 | -19.62 | 12-31-2023 |
| Ivanhoe Electric Inc. | COM | 552 | $552,837 | 54,845 | 0.00 | 0.00 | 11,381 | 26.18 | 12-31-2023 |
| CrowdStrike Holdings Inc Class A | COM | 553 | $546,895 | 2,142 | 0.00 | 0.00 | 520 | 32.06 | 12-31-2023 |
| Lovesac Company | COM | 554 | $546,489 | 21,389 | 0.00 | 21,389 | +Inf | 12-31-2023 |
