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 |
|---|---|---|---|---|---|---|---|---|---|
| Solo Brands, Inc. Class A | COM | 701 | $393,353 | 63,856 | 0.00 | 0.00 | 20,977 | 48.92 | 12-31-2023 |
| Pitney Bowes Inc. | COM | 702 | $392,652 | 89,239 | 0.00 | 89,239 | +Inf | 12-31-2023 | |
| The Cigna Group | COM | Liquidated | $0 | 0 | 0.00 | 1,372 | +Inf | 12-31-2023 | |
| Intuitive Surgical Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 84 | 6.73 | 12-31-2023 |
