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 |
|---|---|---|---|---|---|---|---|---|---|
| WW International, Inc. | COM | 751 | $341,215 | 38,996 | 0.00 | 0.00 | -231,367 | -85.58 | 12-31-2023 |
| Airbnb, Inc. Class A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 817 | 49.61 | 12-31-2023 |
| Lululemon Athletica Incorporated | COM | Liquidated | $0 | 0 | 0.00 | 876 | +Inf | 12-31-2023 | |
| D.R. Horton, Inc. | COM | 754 | $336,484 | 2,214 | 0.00 | 2,214 | +Inf | 12-31-2023 |
