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 |
|---|---|---|---|---|---|---|---|---|---|
| Patrick Industries Inc. | COM | 651 | $430,146 | 4,286 | 0.00 | 0.00 | -233 | -5.16 | 12-31-2023 |
| Boeing Company | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 218 | 10.90 | 12-31-2023 |
| NerdWallet, Inc. Class A | COM | 653 | $421,095 | 28,607 | 0.00 | 28,607 | +Inf | 12-31-2023 | |
| Gitlab Incorporated Class A | COM | 654 | $419,754 | 6,667 | 0.00 | 0.00 | -5,474 | -45.09 | 12-31-2023 |
