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 |
|---|---|---|---|---|---|---|---|---|---|
| Compass Inc Class A | COM | 951 | $206,353 | 54,881 | 0.00 | 54,881 | +Inf | 12-31-2023 | |
| Shopify Inc - Class A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,766 | -60.88 | 12-31-2023 |
| MaxCyte, Inc. | COM | 953 | $201,377 | 42,846 | 0.00 | 42,846 | +Inf | 12-31-2023 | |
| Toast, Inc. Class A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -39,309 | -79.08 | 12-31-2023 |
