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 |
|---|---|---|---|---|---|---|---|---|---|
| Texas Roadhouse, Inc. | COM | 801 | $307,897 | 2,519 | 0.00 | 2,519 | +Inf | 12-31-2023 | |
| Medtronic PLC Shares | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 192 | 5.15 | 12-31-2023 |
| Procter & Gamble | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -855 | -29.19 | 12-31-2023 |
| Darden Restaurants | COM | 804 | $300,505 | 1,829 | 0.00 | 0.00 | -450 | -19.75 | 12-31-2023 |
