ADVISORY RESEARCH INC - Q1 2015 holdings

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$9.15 Billion is the total value of ADVISORY RESEARCH INC's 382 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 22.2% .

All

			Value		Shares		↓ Weighting
ET	Sell	Energy Transfer Equity L.P.	$575,003,000	+4.2%	9,075,178	-5.6%	6.29%	+9.5%
KMI	Sell	Kinder Morgan Inc.	$413,172,000	-4.8%	9,823,385	-4.2%	4.52%	0.0%
CST	Sell	CST Brands Inc Com	$138,083,000	+0.4%	3,150,421	-0.1%	1.51%	+5.5%
AWHHF	Sell	Allied Wrld Assur Com Hldg A s	$114,623,000	-11.3%	2,837,207	-16.7%	1.25%	-6.8%
ALEX	Sell	Alexander & Baldwin Holdings I	$106,301,000	-5.2%	2,461,818	-13.8%	1.16%	-0.4%
TRCO	Sell	Tribune Media Company Class A	$103,475,000	-25.0%	1,701,608	-26.2%	1.13%	-21.2%
TECD	Sell	Tech Data	$99,865,000	-10.1%	1,728,662	-1.6%	1.09%	-5.5%
MWE	Sell	MarkWest Energy Partners L.P.	$91,911,000	-2.0%	1,390,481	-0.4%	1.00%	+3.0%
FNF	Sell	Fidelity National Financial	$91,031,000	-11.9%	2,476,369	-17.4%	1.00%	-7.4%
OSK	Sell	Oshkosh Corp.	$85,271,000	-32.7%	1,747,704	-32.9%	0.93%	-29.3%
CRZO	Sell	Carrizo Oil And Gas Inc	$82,106,000	+9.1%	1,653,697	-8.6%	0.90%	+14.7%
WES	Sell	Western Gas Partners LP	$78,113,000	-11.5%	1,186,228	-1.8%	0.85%	-7.0%
WTM	Sell	White Mountains Insurance Grou	$76,867,000	-3.8%	112,293	-11.4%	0.84%	+1.0%
GPORQ	Sell	Gulfport Energy Corporation	$73,869,000	-49.2%	1,608,998	-53.8%	0.81%	-46.6%
CMLP	Sell	Crestwood Midstream Partners L	$72,972,000	-4.5%	5,029,120	-0.0%	0.80%	+0.4%
WIRE	Sell	Encore Wire Corp	$64,168,000	-10.8%	1,693,977	-12.1%	0.70%	-6.3%
UHAL	Sell	Amerco Inc	$63,401,000	+9.6%	191,891	-5.7%	0.69%	+15.1%
DK	Sell	Delek US Holdings Inc	$63,211,000	+7.8%	1,590,206	-26.0%	0.69%	+13.3%
ISBC	Sell	Investors Bancorp Inc.	$61,563,000	-11.0%	5,252,837	-14.7%	0.67%	-6.5%
H	Sell	Hyatt Hotels Corporation	$60,940,000	-18.6%	1,029,051	-17.3%	0.67%	-14.5%
HRB	Sell	H & R Block Inc.	$59,221,000	-43.0%	1,846,615	-40.1%	0.65%	-40.1%
CNO	Sell	CNO Financial Group	$58,445,000	-15.2%	3,394,035	-15.2%	0.64%	-10.9%
LXU	Sell	LSB Industries Inc Com	$57,184,000	+1.8%	1,383,600	-22.6%	0.62%	+6.8%
TW	Sell	Towers Watson & Co- Cl a	$55,390,000	+13.9%	419,034	-2.4%	0.61%	+19.8%
MDC	Sell	MDC Holdings	$53,339,000	-4.8%	1,871,554	-11.6%	0.58%	0.0%
CIT	Sell	CIT Group	$52,638,000	-28.1%	1,166,622	-23.8%	0.58%	-24.5%
VOYA	Sell	Voya Financial Inc.	$51,873,000	+0.8%	1,203,270	-0.9%	0.57%	+6.0%
RHP	Sell	Ryman Hospitality Pptys Inc Co	$46,784,000	-19.8%	768,086	-30.5%	0.51%	-15.8%
ALLY	Sell	Ally Financial	$45,672,000	-32.1%	2,176,938	-23.5%	0.50%	-28.7%
CMA	Sell	Comerica Incorporated	$44,331,000	-19.8%	982,285	-16.7%	0.48%	-15.7%
ACAS	Sell	American Capital Ltd	$42,394,000	-30.4%	2,866,368	-31.3%	0.46%	-27.0%
ALSN	Sell	Allison Transmission Holding	$42,259,000	-19.2%	1,323,082	-14.2%	0.46%	-15.1%
SUN	Sell	Sunoco LP	$41,105,000	-8.9%	800,482	-11.7%	0.45%	-4.5%
IPI	Sell	Intrepid Potash Inc.	$37,213,000	-50.5%	3,221,902	-40.6%	0.41%	-48.0%
EVEPQ	Sell	EV Energy Partners LP	$35,417,000	-31.5%	2,656,991	-1.0%	0.39%	-28.1%
TTEC	Sell	Teletech Holdings Inc.	$34,761,000	-4.6%	1,365,842	-11.3%	0.38%	+0.3%
9207PS	Sell	Rock-Tenn Co. Cl A	$32,464,000	-9.9%	503,316	-14.8%	0.36%	-5.3%
CORE	Sell	Core Mark Holding Co Inc	$31,113,000	-24.8%	483,715	-27.6%	0.34%	-20.9%
NFBK	Sell	Northfield Bancorp Inc Del Com	$30,843,000	-25.4%	2,081,177	-25.5%	0.34%	-21.6%
CKH	Sell	Seacor Holdings	$29,461,000	-50.6%	422,870	-47.7%	0.32%	-48.1%
OC	Sell	Owens Corning Inc.	$28,298,000	-14.3%	652,028	-29.3%	0.31%	-10.2%
GILD	Sell	Gilead Sciences	$28,248,000	-7.7%	287,859	-11.3%	0.31%	-2.8%
CSWC	Sell	Capital Southwest Corp	$27,704,000	-20.3%	596,807	-34.9%	0.30%	-16.3%
DFS	Sell	Discover Financial Svcs	$27,680,000	-25.7%	491,223	-13.7%	0.30%	-21.9%
SYA	Sell	Symetra Financial Inc	$26,889,000	-0.4%	1,146,179	-2.2%	0.29%	+4.6%
SJM	Sell	JM Smucker	$26,264,000	-5.1%	226,943	-17.2%	0.29%	-0.3%
NS	Sell	Nustar Energy LP	$25,320,000	+0.7%	417,135	-4.2%	0.28%	+5.7%
L	Sell	Loews	$25,031,000	-20.3%	613,065	-18.0%	0.27%	-16.2%
BRKB	Sell	Berkshire Hathaway Cl. B	$24,407,000	-16.9%	169,119	-13.5%	0.27%	-12.7%
JPM	Sell	JP Morgan/Chase	$23,639,000	-9.1%	390,217	-6.1%	0.26%	-4.8%
GWW	Sell	Grainger W.W.	$23,403,000	-21.6%	99,245	-15.3%	0.26%	-17.7%
NAVG	Sell	Navigators Group Inc	$23,112,000	-9.7%	296,913	-14.9%	0.25%	-4.9%
MDT	Sell	Medtronic PLC	$22,481,000	+3.3%	288,261	-4.4%	0.25%	+8.4%
TEL	Sell	TE Connectivity Ltd.	$22,414,000	-7.2%	312,964	-18.0%	0.24%	-2.4%
AHGP	Sell	Alliance Holdings GP LP	$22,205,000	-15.6%	429,565	-0.4%	0.24%	-11.3%
STAR	Sell	iStar Finl Inc Com	$22,005,000	-11.6%	1,692,728	-7.2%	0.24%	-6.9%
UNH	Sell	United Health Group	$20,813,000	-2.2%	175,947	-16.5%	0.23%	+2.7%
BKU	Sell	Bankunited Inc Com	$20,650,000	+2.6%	630,737	-9.2%	0.23%	+8.1%
UNP	Sell	Union Pacific	$20,150,000	-22.4%	186,038	-14.6%	0.22%	-18.5%
NAP	Sell	Navios Maritime Midstream Part	$19,572,000	+14.9%	1,399,970	-0.2%	0.21%	+20.9%
RRMS	Sell	Rose Rock Midstream L.P.	$18,355,000	+3.9%	386,425	-0.6%	0.20%	+9.2%
CVX	Sell	Chevron Corp	$18,177,000	-20.0%	173,148	-14.5%	0.20%	-15.7%
BH	Sell	Biglari Hldgs Inc Com	$17,914,000	-55.1%	43,259	-56.7%	0.20%	-52.8%
ECPG	Sell	Encore Cap Group Inc Com	$17,701,000	-17.9%	425,617	-12.4%	0.19%	-13.4%
MSFT	Sell	Microsoft	$17,399,000	-25.1%	427,976	-14.4%	0.19%	-21.5%
BBBY	Sell	Bed Bath & Beyond	$17,305,000	-38.3%	225,404	-38.8%	0.19%	-35.3%
FUL	Sell	H. B. Fuller	$16,358,000	-19.9%	381,582	-16.8%	0.18%	-15.6%
IPHS	Sell	Innophos Holdings Inc.	$16,325,000	-36.0%	289,651	-33.6%	0.18%	-32.8%
RTN	Sell	Raytheon	$16,277,000	-16.2%	148,990	-17.0%	0.18%	-11.9%
ETP	Sell	Energy Transfer Partners, L.P.	$16,204,000	-14.6%	290,648	-0.4%	0.18%	-10.2%
AIG	Sell	American International Group I	$15,617,000	-18.2%	285,026	-16.4%	0.17%	-14.1%
ARLP	Sell	Alliance Resource Partners	$15,392,000	-22.6%	460,406	-0.3%	0.17%	-18.8%
MDLZ	Sell	Mondelez Int'l Inc	$15,064,000	-17.0%	417,396	-16.4%	0.16%	-12.7%
LDL	Sell	Lydall Inc.	$14,233,000	-8.8%	448,713	-5.6%	0.16%	-3.7%
ROST	Sell	Ross Stores	$14,186,000	-27.6%	134,644	-35.2%	0.16%	-24.0%
DXLG	Sell	Destination Xl Group Inc	$14,054,000	-21.0%	2,844,974	-12.7%	0.15%	-16.8%
CBF	Sell	Capital Bank Financial Corp. C	$13,876,000	-1.4%	502,557	-4.2%	0.15%	+4.1%
WPT	Sell	World Point Terminals LP	$13,174,000	-18.4%	799,372	-0.4%	0.14%	-14.3%
CSX	Sell	CSX	$12,884,000	-11.7%	389,012	-3.4%	0.14%	-7.2%
CMCSA	Sell	Comcast Corp - Class A	$12,747,000	-18.9%	225,732	-16.7%	0.14%	-15.2%
JNJ	Sell	Johnson & Johnson	$12,570,000	-18.1%	124,954	-14.9%	0.14%	-14.4%
CVG	Sell	Convergys	$12,174,000	-8.7%	532,329	-18.7%	0.13%	-4.3%
USB	Sell	US Bancorp	$11,975,000	-18.8%	274,220	-16.4%	0.13%	-14.4%
MSI	Sell	Motorola Solutions Inc Com Ne	$12,004,000	-16.7%	180,051	-16.2%	0.13%	-12.7%
MATX	Sell	Matson Inc.	$11,754,000	-2.7%	278,804	-20.3%	0.13%	+1.6%
DEL	Sell	Deltic Timber Corp	$9,795,000	-6.5%	147,853	-3.5%	0.11%	-1.8%
SHLX	Sell	Shell Midstream Partners, L.P.	$8,892,000	-11.3%	227,995	-6.8%	0.10%	-6.7%
BCC	Sell	Boise Cascade Co	$5,478,000	-43.0%	146,240	-43.5%	0.06%	-40.0%
USCR	Sell	US Concrete Inc.	$3,320,000	-10.1%	98,000	-24.5%	0.04%	-5.3%
FSK	Sell	FSI Corporation	$2,613,000	-16.0%	257,740	-17.7%	0.03%	-9.4%
MO	Sell	Altria Group Inc	$2,269,000	-8.8%	45,363	-10.2%	0.02%	-3.8%
SLRC	Sell	Solar Cap LTD Com	$2,215,000	-11.6%	109,415	-21.4%	0.02%	-7.7%
HCOM	Sell	Hawaiian Telcom Holdco	$2,083,000	-43.9%	78,225	-41.9%	0.02%	-41.0%
ARC	Sell	Arc Document Solutions	$1,884,000	-53.1%	204,065	-48.1%	0.02%	-50.0%
VZ	Sell	Verizon Communications	$1,936,000	-6.6%	39,812	-10.1%	0.02%	-4.5%
KCG	Sell	KCG Holdings Inc. Cl A	$1,843,000	-7.5%	150,325	-12.1%	0.02%	-4.8%
TCAP	Sell	Triangle Cap Corp Com	$1,693,000	-10.0%	74,222	-19.9%	0.02%	-5.0%
MFIN	Sell	Medallion Finl Corp Com	$1,728,000	-54.8%	186,629	-51.1%	0.02%	-52.5%
MSG	Sell	Madison Square Garden CO-A	$1,599,000	+7.4%	18,890	-4.5%	0.02%	+13.3%
CPTA	Sell	Capitala Finance Corp.	$1,577,000	-4.9%	84,042	-9.5%	0.02%	0.0%
VVI	Sell	Viad Corp New	$1,566,000	-1.6%	56,301	-5.7%	0.02%	0.0%
AAPL	Sell	Apple Inc	$1,577,000	+4.9%	12,677	-7.0%	0.02%	+6.2%
LUK	Sell	Leucadia Natl Corp	$1,470,000	-48.4%	65,961	-48.1%	0.02%	-46.7%
OME	Sell	Omega Protein Corp	$1,471,000	-33.5%	107,435	-48.7%	0.02%	-30.4%
TA	Sell	Travelcenters Of America	$1,348,000	-61.6%	77,280	-72.2%	0.02%	-58.3%
OPB	Sell	Opus Bank	$1,353,000	+2.9%	43,820	-5.5%	0.02%	+7.1%
GATX	Sell	GATX Corp	$1,403,000	-10.1%	24,195	-10.8%	0.02%	-6.2%
ARCC	Sell	Ares Capital Corp	$1,327,000	-40.7%	77,290	-46.1%	0.02%	-34.8%
TPCA	Sell	Tropicana Entertainment	$1,204,000	-65.3%	77,585	-62.3%	0.01%	-63.9%
AINV	Sell	Apollo Investment Coroporation	$1,113,000	-27.2%	144,982	-29.7%	0.01%	-25.0%
TPVG	Sell	TriplePoint Venture Growth	$1,072,000	-24.8%	75,950	-20.9%	0.01%	-20.0%
MAIN	Sell	Main Street Capital Corp Com	$1,092,000	-16.1%	35,330	-20.6%	0.01%	-14.3%
MRCC	Sell	Monroe Cap Corp Com	$969,000	-22.0%	65,796	-23.4%	0.01%	-15.4%
HTGC	Sell	Hercules Technology Growth Cap	$973,000	-28.0%	72,198	-20.5%	0.01%	-21.4%
TESO	Sell	Tesco Corp Com	$1,038,000	-95.1%	91,260	-94.5%	0.01%	-95.0%
RRC	Sell	Range Resources	$928,000	-3.5%	17,842	-0.9%	0.01%	0.0%
ZINCQ	Sell	Horsehead Hldg Corp Com	$955,000	-75.5%	75,405	-69.3%	0.01%	-75.6%
COP	Sell	ConocoPhillips	$887,000	-18.1%	14,248	-9.2%	0.01%	-9.1%
KRFT	Sell	Kraft Foods Group	$945,000	+1.1%	10,848	-27.3%	0.01%	0.0%
TSLX	Sell	TPG Specialty Lending Inc.	$927,000	-23.0%	53,850	-24.8%	0.01%	-23.1%
RDSB	Sell	Royal Dutch Shell Plc Spon Adrsponsored adr	$863,000	-23.9%	13,763	-15.6%	0.01%	-25.0%
AR	Sell	Antero Resources Corp	$695,000	-25.7%	19,665	-14.8%	0.01%	-20.0%
RICE	Sell	Rice Energy Inc.	$697,000	-10.6%	32,030	-13.9%	0.01%	0.0%
UTX	Sell	United Technologies	$733,000	+1.8%	6,252	-0.2%	0.01%	+14.3%
NFG	Sell	National Fuel Gas	$720,000	-35.7%	11,940	-25.8%	0.01%	-33.3%
TCPC	Sell	Tcp Cap Corp Com	$640,000	-19.1%	39,970	-15.2%	0.01%	-12.5%
BXLC	Sell	Bexil Corp	$682,000	-25.6%	75,758	-1.7%	0.01%	-30.0%
BCE	Sell	BCE	$516,000	-16.5%	12,176	-9.7%	0.01%	0.0%
CCI	Sell	Crown Castle Intl	$524,000	-64.2%	6,348	-65.9%	0.01%	-60.0%
VULC	Sell	Vulcan Intl Corp	$447,000	-65.1%	11,236	-65.4%	0.01%	-61.5%
MPLX	Sell	MPLX LP	$419,000	-15.2%	5,720	-14.9%	0.01%	0.0%
BRKA	Sell	Berkshire Hathaway Cl A	$435,000	-67.9%	2	-66.7%	0.01%	-64.3%
CBRL	Sell	Cracker Barrel Old Country Sto	$388,000	-37.9%	2,551	-42.6%	0.00%	-42.9%
MLM	Sell	Martin Marietta Materials	$350,000	+5.1%	2,507	-17.0%	0.00%	+33.3%
BIIB	Sell	Biogen Idec Inc.	$278,000	+16.3%	659	-6.3%	0.00%	+50.0%
IWN	Sell	iShares Russell 2000 Valuerus 2000 val etf	$262,000	-88.4%	2,540	-88.5%	0.00%	-87.0%
AGRO	Sell	Adecoagro S A Com	$266,000	-2.9%	26,070	-23.7%	0.00%	0.0%
CSBK	Sell	Clifton Bancorp Inc	$154,000	-82.7%	10,895	-83.3%	0.00%	-77.8%
SRI	Sell	Stoneridge Inc.	$168,000	-91.8%	14,875	-90.7%	0.00%	-90.5%
IHC	Sell	Independence Holdings Co	$213,000	-92.0%	15,704	-91.8%	0.00%	-92.9%
DNRCQ	Sell	Denbury Res Inc New	$122,000	-78.2%	16,690	-75.8%	0.00%	-83.3%
ENSV	Sell	Enservco Corp.	$65,000	-81.4%	37,400	-82.7%	0.00%	-75.0%
TSRE	Sell	Trade Street Residential Inc	$135,000	-94.4%	18,870	-93.9%	0.00%	-96.0%
FTR	Sell	Frontier Communications	$72,000	+1.4%	10,184	-3.7%	0.00%	0.0%
XCO	Exit	Exco Resources Inc	$0	–	-16,500	-100.0%	0.00%	–
CDE	Exit	Coeur D Alene Mines	$0	–	-27,100	-100.0%	-0.00%	–
TECU	Exit	Tecumseh Prods Co	$0	–	-20,041	-100.0%	-0.00%	–
NWSA	Exit	News Corp Ltd	$0	–	-10,287	-100.0%	-0.00%	–
PEY	Exit	PowerShares High Yield Equity	$0	–	-17,180	-100.0%	-0.00%	–
NULM	Exit	New Ulm Telecom Inc Cap Stk	$0	–	-31,444	-100.0%	-0.00%	–
IUSV	Exit	iShares Russell 3000 Value Ind	$0	–	-1,543	-100.0%	-0.00%	–
CERS	Exit	Cerus Corporation	$0	–	-45,000	-100.0%	-0.00%	–
PRSC	Exit	Providence Service Corporation	$0	–	-7,400	-100.0%	-0.00%	–
CRK	Exit	Comstock Resources	$0	–	-48,800	-100.0%	-0.00%	–
GBDC	Exit	Golub Cap Bdc Inc Com	$0	–	-28,750	-100.0%	-0.01%	–
ATLS	Exit	Atlas Energy L.P.	$0	–	-20,000	-100.0%	-0.01%	–
GSK	Exit	GlaxoSmithKline PLC Sponsoredsponsored adr	$0	–	-14,165	-100.0%	-0.01%	–
TISI	Exit	Team Inc.	$0	–	-15,400	-100.0%	-0.01%	–
CBPX	Exit	Continental Building Product	$0	–	-42,800	-100.0%	-0.01%	–
AMJ	Exit	JPMorgan Alerian MLP Index ETN	$0	–	-19,305	-100.0%	-0.01%	–
FOE	Exit	Ferro	$0	–	-68,400	-100.0%	-0.01%	–
ADUS	Exit	Addus Homecare Corp.	$0	–	-33,845	-100.0%	-0.01%	–
NMFC	Exit	New Mtn Fin Corp Com	$0	–	-69,426	-100.0%	-0.01%	–
OXF	Exit	Oxford Resource Partners LP	$0	–	-1,074,615	-100.0%	-0.01%	–
BHBK	Exit	Blue Hills Bancorp Inc.	$0	–	-87,160	-100.0%	-0.01%	–
PNNT	Exit	Pennantpark Invt Corp Com	$0	–	-124,059	-100.0%	-0.01%	–
GLT	Exit	Glatfelter Ph Co.	$0	–	-48,210	-100.0%	-0.01%	–
FUR	Exit	Winthrop Realty Tr New Reit	$0	–	-97,075	-100.0%	-0.02%	–
BRP	Exit	Brookfield Residential Propert	$0	–	-68,707	-100.0%	-0.02%	–
IOSP	Exit	Innospec Inc	$0	–	-39,450	-100.0%	-0.02%	–
CAI	Exit	CAI International Inc	$0	–	-73,030	-100.0%	-0.02%	–
FOR	Exit	Forestar Real Estate Group Ico	$0	–	-117,175	-100.0%	-0.02%	–
CTO	Exit	Cons Tomoka Land Co-Florida	$0	–	-39,874	-100.0%	-0.02%	–
STBZ	Exit	State Bank Finl Corp	$0	–	-114,369	-100.0%	-0.02%	–
GPT	Exit	Gramercy Property Trust Inc.	$0	–	-403,820	-100.0%	-0.03%	–
TGP	Exit	Teekay Lng Partners LP	$0	–	-134,784	-100.0%	-0.06%	–
NBHC	Exit	National Bank Hldgs Corp	$0	–	-318,224	-100.0%	-0.06%	–
HGGGQ	Exit	HHGregg Inc	$0	–	-854,570	-100.0%	-0.07%	–
AMU	Exit	ETRACS Alerian MLP Index ETN	$0	–	-403,930	-100.0%	-0.12%	–
OILT	Exit	Oiltanking Partners LP	$0	–	-462,682	-100.0%	-0.22%	–
RYAM	Exit	Rayonier Advanced Materials	$0	–	-2,174,477	-100.0%	-0.50%	–
ATI	Exit	Allegheny Technologies	$0	–	-1,613,401	-100.0%	-0.58%	–
L109PS	Exit	Access Midstream Partners LPunit	$0	–	-1,189,773	-100.0%	-0.67%	–
APL	Exit	Atlas Pipeline Partners, L.P.unit l p int	$0	–	-3,324,085	-100.0%	-0.94%	–
WPZ	Exit	Williams Partners L.P.	$0	–	-4,089,321	-100.0%	-1.90%	–

Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC #1

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2015-05-15

Signatures

The EDGAR filing(s) were signed by:

Susan L. Steiner — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
ENSTAR GROUP LIMITED SHS	45	Q2 2024	3.5%
Unitedhealth Group Incorporate	45	Q2 2024	2.6%
Microsoft Corporation	45	Q2 2024	3.7%
JPMorgan Chase & Co Com	45	Q2 2024	2.3%
JOHNSON & JOHNSON	45	Q2 2024	2.2%
Berkshire Hathaway Inc Del Cl B New	45	Q2 2024	0.4%
UNION PACIFIC CORPORATION	45	Q2 2024	0.3%
AMERICAN EXPRESS COMPANY	45	Q2 2024	0.4%
CHEVRON CORPORATION NEW	45	Q2 2024	0.3%
APPLE INC	44	Q2 2024	1.8%

View ADVISORY RESEARCH INC's complete holdings history.

Latest significant ownerships (13-D/G)

ADVISORY RESEARCH INC Q1 2015 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Epsilon Energy Ltd.^{Sold out}	February 07, 2023	0	0.0%
Sundance Energy Inc.^{Sold out}	August 10, 2020	0	0.0%
Delek Logistics Partners, LP^{Sold out}	February 14, 2020	0	0.0%
KNOT Offshore Partners LP^{Sold out}	February 14, 2020	0	0.0%
USD Partners LP^{Sold out}	February 14, 2020	0	0.0%
ANALOGIC CORP^{Sold out}	February 13, 2019	0	0.0%
DCP Midstream, LP	February 13, 2019	6,062,034	4.2%
EVOLUTION PETROLEUM CORP	February 13, 2019	1,215,308	3.7%
Summit Midstream Partners, LP	February 13, 2019	279,950	0.4%
Navios Maritime Midstream Partners LP^{Sold out}	May 09, 2018	0	0.0%

View ADVISORY RESEARCH INC's complete significant-ownership history.

Latest filings

Type	Filed
13F-HR	2024-08-13
N-PX	2024-07-26
13F-HR	2024-05-14
13F-HR	2024-02-13
13F-HR	2023-11-13
13F-HR	2023-08-14
13F-HR	2023-05-12
13F-HR	2023-02-13
SC 13G/A	2023-02-07
13F-HR	2022-11-15

View ADVISORY RESEARCH INC's complete filings history.

All filings

View complete filings history.

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