$6.25 Billion is the total value of ADVISORY RESEARCH INC's 431 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 49.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WPZ | Buy | Williams Partners LP | $241,861,000 | +53.6% | 5,958,633 | +30.3% | 3.87% | +36.8% |
| OKE | Buy | ONEOK, Inc. | $175,284,000 | +31.4% | 2,510,143 | +7.1% | 2.80% | +16.9% |
| ANDX | Buy | Andeavor Logistics LP | $172,187,000 | +37.7% | 4,048,607 | +45.1% | 2.76% | +22.6% |
| TRGP | Buy | Targa Resources Corp. | $170,172,000 | +50.1% | 3,438,522 | +33.5% | 2.72% | +33.7% |
| EPD | Buy | Enterprise Products Partners L | $167,961,000 | +258.6% | 6,070,157 | +217.3% | 2.69% | +219.2% |
| ENLK | Buy | EnLink Midstream Partners, LP | $165,570,000 | +28.2% | 10,661,277 | +12.8% | 2.65% | +14.1% |
| MMP | Buy | Magellan Midstream Partners, L | $164,712,000 | +84.7% | 2,384,371 | +56.0% | 2.64% | +64.4% |
| PAA | Buy | Plains All American Pipeline, | $150,998,000 | +31.8% | 6,387,433 | +22.9% | 2.42% | +17.4% |
| PSXP | Buy | Phillips 66 Partners LP | $112,147,000 | +62.7% | 2,196,377 | +52.2% | 1.80% | +44.8% |
| TEP | Buy | Tallgrass Energy Partners, LP | $93,219,000 | +34.8% | 2,152,362 | +17.9% | 1.49% | +20.0% |
| KMI | Buy | Kinder Morgan, Inc | $92,741,000 | +62.1% | 5,248,527 | +38.2% | 1.48% | +44.4% |
| SHLX | Buy | Shell Midstream Partners, L.P. | $90,311,000 | +2056.9% | 4,071,718 | +1946.8% | 1.44% | +1826.7% |
| WPX | Buy | WPX Energy Incorporated | $86,756,000 | +74.2% | 4,811,782 | +42.8% | 1.39% | +55.2% |
| ET | Buy | Energy Transfer Equity, L.P. | $83,052,000 | +654.9% | 4,814,584 | +521.9% | 1.33% | +571.2% |
| PAGP | Buy | Plains GP Holdings LP | $75,758,000 | +95.7% | 3,168,475 | +78.0% | 1.21% | +74.3% |
| TGE | Buy | Tallgrass Energy GP, LP | $67,492,000 | +28.2% | 3,045,666 | +10.1% | 1.08% | +14.2% |
| EGN | Buy | Energen Corporation | $61,712,000 | +23.1% | 847,454 | +6.3% | 0.99% | +9.7% |
| AVT | Buy | Avnet Incorporated | $55,467,000 | +17.1% | 1,293,237 | +14.0% | 0.89% | +4.3% |
| EQT | Buy | EQT Corporation | $51,299,000 | +101.9% | 929,667 | +73.8% | 0.82% | +79.6% |
| TRP | Buy | TransCanada Corporation | $50,768,000 | +9757.9% | 1,175,175 | +9327.8% | 0.81% | +8933.3% |
| TRS | Buy | Trimas Corporation | $48,034,000 | +26.9% | 1,633,795 | +13.3% | 0.77% | +12.9% |
| WES | Buy | Western Gas Partners LP | $46,230,000 | +1169.4% | 955,362 | +1019.2% | 0.74% | +1038.5% |
| CORE | Buy | Core Mark Holding Company Inco | $44,481,000 | +46.7% | 1,959,507 | +37.4% | 0.71% | +30.6% |
| EEQ | Buy | Enbridge Energy Management, L. | $44,416,000 | +15.1% | 4,329,025 | +2.5% | 0.71% | +2.4% |
| AMGP | Buy | Antero Midstream GP LP | $40,141,000 | +28.1% | 2,128,370 | +8.6% | 0.64% | +14.0% |
| ADNT | Buy | Adient PLC | $38,298,000 | -4.4% | 778,561 | +16.1% | 0.61% | -14.9% |
| TECD | Buy | Tech Data | $37,394,000 | +5.8% | 455,356 | +9.7% | 0.60% | -5.7% |
| VVV | Buy | Valvoline Incorporated | $36,467,000 | +132.8% | 1,690,659 | +138.9% | 0.58% | +107.1% |
| HHC | Buy | Howard Hughes Corp/The | $36,045,000 | -2.8% | 272,036 | +2.1% | 0.58% | -13.4% |
| TJX | Buy | TJX Companies | $36,040,000 | +102.8% | 378,655 | +73.8% | 0.58% | +80.3% |
| AM | New | Antero Midstream Partners LP | $34,156,000 | – | 1,157,041 | +100.0% | 0.55% | – |
| CNNE | Buy | Cannae Holdings Incorporated | $33,014,000 | +34.1% | 1,779,694 | +36.4% | 0.53% | +19.2% |
| STOR | Buy | Store Capital Group | $32,479,000 | +127.9% | 1,185,357 | +106.4% | 0.52% | +103.1% |
| SM | Buy | SM Energy Company | $32,445,000 | +142.7% | 1,262,934 | +70.3% | 0.52% | +116.2% |
| HBNC | Buy | Horizon Bancorp Incorporated | $32,200,000 | +15.4% | 1,556,297 | +67.5% | 0.52% | +2.8% |
| BCO | Buy | The Brink's Company | $31,692,000 | +19.6% | 397,400 | +7.0% | 0.51% | +6.3% |
| LNG | New | Cheniere Energy Incorporated | $29,194,000 | – | 447,830 | +100.0% | 0.47% | – |
| HON | Buy | Honeywell International Inc | $28,286,000 | -0.1% | 196,365 | +0.2% | 0.45% | -11.0% |
| ADI | Buy | Analog Devices | $28,308,000 | +7741.6% | 295,126 | +7347.0% | 0.45% | +7450.0% |
| MSFT | Buy | Microsoft Corp | $28,255,000 | +8.8% | 286,531 | +0.7% | 0.45% | -3.2% |
| ESL | Buy | Esterline Technologies Corp | $26,507,000 | +4.1% | 359,177 | +3.2% | 0.42% | -7.4% |
| AROC | New | Archrock Inc. | $26,146,000 | – | 2,178,865 | +100.0% | 0.42% | – |
| PE | Buy | Parsley Energy Incorporated Cl | $25,195,000 | +52.3% | 832,080 | +45.8% | 0.40% | +35.7% |
| EEX | Buy | Emerald Expositions Events Inc | $24,312,000 | +11.9% | 1,180,220 | +5.8% | 0.39% | -0.5% |
| RDSB | New | Royal Dutch Shell Plc Spon Adradr | $23,238,000 | – | 319,868 | +100.0% | 0.37% | – |
| CPE | Buy | Callon Petroleum Company | $23,146,000 | +28.8% | 2,155,160 | +58.8% | 0.37% | +14.6% |
| CHT | Buy | Chunghwa Telecom LT-Spon ADRadr | $21,455,000 | -3.4% | 597,288 | +4.5% | 0.34% | -14.0% |
| BAC | Buy | Bank Of America | $19,246,000 | +6358.4% | 682,728 | +6763.0% | 0.31% | +6060.0% |
| BBT | New | BB&T Captial Markets | $19,179,000 | – | 380,238 | +100.0% | 0.31% | – |
| EMN | Buy | Eastman Chemical | $18,970,000 | +1102.2% | 189,772 | +1170.0% | 0.30% | +985.7% |
| CRZO | Buy | Carrizo Oil & Gas Incorporated | $18,915,000 | +155.9% | 679,167 | +47.0% | 0.30% | +127.8% |
| HD | New | Home Depot Inc | $18,798,000 | – | 96,351 | +100.0% | 0.30% | – |
| LMT | Buy | Lockheed Martin | $17,884,000 | -11.7% | 60,535 | +1.0% | 0.29% | -21.4% |
| RIO | New | Rio Tinto PLC Spon ADRadr | $16,586,000 | – | 298,949 | +100.0% | 0.26% | – |
| LYB | New | Lyondellbasell Industries N Sh | $15,822,000 | – | 144,034 | +100.0% | 0.25% | – |
| CSFL | Buy | Centerstate Bank Corporation | $15,689,000 | +640.4% | 526,116 | +558.7% | 0.25% | +560.5% |
| XOM | New | Exxon Mobil Corporation | $15,584,000 | – | 188,367 | +100.0% | 0.25% | – |
| CSCO | Buy | Cisco Systems Inc | $15,366,000 | +1.1% | 357,099 | +0.7% | 0.25% | -9.9% |
| LYG | New | Lloyds Banking Group PLC-ADRadr | $15,207,000 | – | 4,566,672 | +100.0% | 0.24% | – |
| SON | Buy | Sonoco Products Company | $15,071,000 | +8.9% | 287,063 | +0.6% | 0.24% | -3.2% |
| BOJA | Buy | Bojangles' Incorporated | $14,140,000 | +6.1% | 981,949 | +2.0% | 0.23% | -5.8% |
| EQGP | New | EQT GP Holdings LP | $13,255,000 | – | 563,820 | +100.0% | 0.21% | – |
| ABBV | Buy | Abbvie Incorporated | $13,153,000 | -1.2% | 141,964 | +0.9% | 0.21% | -11.7% |
| PSDO | Buy | Presidio Incorporated | $12,926,000 | -3.4% | 986,716 | +15.3% | 0.21% | -14.1% |
| ETN | Buy | Eaton Corp Plc | $11,886,000 | -5.4% | 159,026 | +1.1% | 0.19% | -15.9% |
| CVNA | Buy | Carvana Company | $10,105,000 | +501.1% | 242,917 | +231.3% | 0.16% | +440.0% |
| CABO | New | Cable One, Incorporated | $10,059,000 | – | 13,718 | +100.0% | 0.16% | – |
| ACBI | New | Atlantic Bancshares Incorporat | $9,856,000 | – | 501,585 | +100.0% | 0.16% | – |
| HFWA | New | Heritage Financial Corporation | $9,411,000 | – | 270,045 | +100.0% | 0.15% | – |
| SFIX | Buy | Stitch Fix Incorporated Class | $7,631,000 | +192.9% | 278,096 | +116.5% | 0.12% | +159.6% |
| COUP | Buy | Coupa Software Incorporated | $7,308,000 | +100.1% | 117,417 | +46.7% | 0.12% | +77.3% |
| VCSH | Buy | Vanguard S/T Corp Bond ETFshrt trm corp bd | $7,154,000 | +38.7% | 91,606 | +39.3% | 0.12% | +23.7% |
| GRUB | Buy | Grubhub Incorporated | $6,158,000 | +4.8% | 58,701 | +1.4% | 0.10% | -6.6% |
| ZS | Buy | Zscaler Incorporated | $6,104,000 | +37.2% | 170,728 | +7.7% | 0.10% | +22.5% |
| ABTX | New | Allegiance Bancshares Inc | $5,318,000 | – | 122,680 | +100.0% | 0.08% | – |
| SMTC | Buy | Semtech Corporation | $5,183,000 | +60.3% | 110,168 | +33.1% | 0.08% | +43.1% |
| PRLB | Buy | Proto Labs Inc | $4,896,000 | +24.7% | 41,163 | +23.2% | 0.08% | +9.9% |
| GLP | Buy | Global Partners LP | $4,753,000 | +28.1% | 278,774 | +15.4% | 0.08% | +13.4% |
| RNG | Buy | Ringcentral Incorporated Class | $4,368,000 | +26.7% | 62,092 | +14.4% | 0.07% | +12.9% |
| NVCR | Buy | Novocure LTD | $4,216,000 | +66.2% | 134,710 | +15.8% | 0.07% | +45.7% |
| STAA | New | STAAR Surgical Company | $3,978,000 | – | 128,322 | +100.0% | 0.06% | – |
| ANTM | Buy | Anthem Incorporated | $3,751,000 | +37.7% | 15,760 | +27.1% | 0.06% | +22.4% |
| IRBT | Buy | iRobot Corp | $3,650,000 | +171.6% | 48,169 | +130.0% | 0.06% | +141.7% |
| JEF | New | Jefferies Financial Group Inco | $3,535,000 | – | 155,424 | +100.0% | 0.06% | – |
| STRA | New | Strayer Education Incorporated | $3,479,000 | – | 30,781 | +100.0% | 0.06% | – |
| RSP | New | Invesco S&P 500 Equal Weight Es&p500 eql wgt | $3,287,000 | – | 32,262 | +100.0% | 0.05% | – |
| IFF | Buy | Intl Flavor & Fragrance | $2,923,000 | +27.9% | 23,584 | +41.2% | 0.05% | +14.6% |
| Buy | Corporate Capital Trust Incorp | $2,683,000 | +60.6% | 171,778 | +73.8% | 0.04% | +43.3% | |
| WW | New | Weight Watchers International | $2,619,000 | – | 25,901 | +100.0% | 0.04% | – |
| CHEF | Buy | Chefs' Warehouse | $2,579,000 | +99.3% | 90,503 | +60.9% | 0.04% | +78.3% |
| LFUS | Buy | Littelfuse Incorporated | $2,495,000 | +122.2% | 10,932 | +102.7% | 0.04% | +100.0% |
| MTDR | Buy | Matador Resources Company | $2,472,000 | +28.0% | 82,250 | +27.4% | 0.04% | +14.3% |
| UNP | Buy | Union Pacific Corporation | $2,355,000 | +7.4% | 16,625 | +2.0% | 0.04% | -2.6% |
| ULTA | New | Ulta Salon Cosmetics & Fragran | $2,358,000 | – | 10,100 | +100.0% | 0.04% | – |
| EHC | New | Encompass Health Corporation | $2,341,000 | – | 34,571 | +100.0% | 0.04% | – |
| VALE | Buy | Vale SA -Sp ADRadr | $2,328,000 | +26.0% | 181,613 | +25.1% | 0.04% | +12.1% |
| CMCSA | Buy | Comcast Corporation New Class | $2,261,000 | +6.7% | 68,909 | +11.1% | 0.04% | -5.3% |
| BOOT | New | Boot Barn Holdings Incorporate | $2,264,000 | – | 109,131 | +100.0% | 0.04% | – |
| MINI | Buy | Mobile Mini Incorporated | $2,186,000 | +21.0% | 46,620 | +12.2% | 0.04% | +9.4% |
| TEL | Buy | TE Connectivity Ltd Reg Shs | $2,166,000 | -9.4% | 24,056 | +0.5% | 0.04% | -18.6% |
| CVX | Buy | Chevron Corporation New | $2,202,000 | +34.8% | 17,418 | +21.6% | 0.04% | +20.7% |
| CB | New | Chubb Ltd | $2,151,000 | – | 16,938 | +100.0% | 0.03% | – |
| DAL | Buy | Delta Air Lines | $2,084,000 | -3.5% | 42,075 | +6.7% | 0.03% | -15.4% |
| MDLZ | Buy | Mondelez International Incorpo | $2,020,000 | +11.3% | 49,279 | +13.3% | 0.03% | -3.0% |
| CVCO | Buy | Cavco Industries Inc | $1,938,000 | +31.7% | 9,335 | +10.2% | 0.03% | +19.2% |
| OXM | Buy | Oxford Industries Incorporated | $1,913,000 | +87.5% | 23,054 | +68.4% | 0.03% | +72.2% |
| PFLT | New | Pennantpark Floating Rate Caco | $1,913,000 | – | 140,033 | +100.0% | 0.03% | – |
| NOVT | New | Novanta Incorporated | $1,880,000 | – | 30,179 | +100.0% | 0.03% | – |
| ENTA | New | Enanta Pharamceuticals Incorpo | $1,799,000 | – | 15,525 | +100.0% | 0.03% | – |
| TTM | Buy | Tata Motors Limited- Spon ADRadr | $1,723,000 | +26.0% | 88,150 | +65.6% | 0.03% | +12.0% |
| HBAN | Buy | Huntington Bancshares | $1,690,000 | +82.9% | 114,506 | +87.2% | 0.03% | +58.8% |
| LASR | New | nLight Incorporated | $1,650,000 | – | 49,905 | +100.0% | 0.03% | – |
| NTRA | New | Natera Incorporated | $1,488,000 | – | 79,055 | +100.0% | 0.02% | – |
| HQY | Buy | HealthEquity Incorporated | $1,461,000 | +55.1% | 19,457 | +25.1% | 0.02% | +35.3% |
| CIEN | New | Ciena Corporation | $1,453,000 | – | 54,797 | +100.0% | 0.02% | – |
| CLX | Buy | Clorox | $1,379,000 | +11.2% | 10,198 | +9.4% | 0.02% | 0.0% |
| ATO | Buy | Atmos Energy Corp | $1,399,000 | +20.2% | 15,517 | +12.3% | 0.02% | +4.8% |
| AXGN | New | AxoGen Incorporated | $1,365,000 | – | 27,165 | +100.0% | 0.02% | – |
| T | Buy | A T & T Inc New | $1,299,000 | -9.7% | 40,447 | +0.2% | 0.02% | -19.2% |
| CZZ | Buy | Cosan LTD-Class A | $1,219,000 | -22.7% | 159,718 | +5.3% | 0.02% | -28.6% |
| GOOGL | Buy | Alphabet Inc-Cl A | $1,271,000 | +187.6% | 1,126 | +164.3% | 0.02% | +150.0% |
| NEWT | Buy | Newtek Business Services Corpo | $1,268,000 | +32.8% | 63,699 | +20.5% | 0.02% | +17.6% |
| XLRN | New | Acceleron Pharma Inc | $1,177,000 | – | 24,266 | +100.0% | 0.02% | – |
| KRNT | New | Kornit Digital Limited | $1,155,000 | – | 64,861 | +100.0% | 0.02% | – |
| SBUX | Buy | Starbucks Corp | $1,114,000 | -8.2% | 22,805 | +8.7% | 0.02% | -18.2% |
| CRCM | Buy | Care.com Incorporated | $1,070,000 | +198.9% | 51,248 | +133.0% | 0.02% | +183.3% |
| CSD | New | Invesco S&P Spinoff ETFsp spin off | $1,001,000 | – | 18,443 | +100.0% | 0.02% | – |
| TPCA | New | Tropicana Entertainment | $982,000 | – | 13,455 | +100.0% | 0.02% | – |
| AMZN | Buy | Amazon.com Inc | $950,000 | +21.3% | 559 | +3.3% | 0.02% | +7.1% |
| BIL | New | SPDR Bloomberg Barclays 1-3 mospdr bloomberg | $910,000 | – | 9,941 | +100.0% | 0.02% | – |
| ANGI | New | Angi Homeservices Incorporated | $889,000 | – | 57,802 | +100.0% | 0.01% | – |
| XPO | Buy | XPO Logistics Inc | $760,000 | +26.0% | 7,583 | +28.1% | 0.01% | +9.1% |
| VEEV | Buy | Veeva Systems Inc-Class A | $749,000 | +14.2% | 9,743 | +8.5% | 0.01% | 0.0% |
| WSC | New | WillScot Corporation Class A | $768,000 | – | 51,879 | +100.0% | 0.01% | – |
| ABMD | Buy | Abiomed | $700,000 | +40.6% | 1,712 | +0.1% | 0.01% | +22.2% |
| MTN | Buy | Vail Resorts Inc | $687,000 | +110.7% | 2,507 | +70.7% | 0.01% | +83.3% |
| ANET | Buy | Arista Networks Inc | $671,000 | +2.0% | 2,607 | +1.1% | 0.01% | -8.3% |
| PEP | Buy | Pepsico Incorporated | $626,000 | +101.9% | 5,751 | +102.2% | 0.01% | +66.7% |
| AGM | Buy | Federal Agricultural Mortgage | $639,000 | +40.4% | 7,146 | +36.6% | 0.01% | +25.0% |
| FANG | Buy | Diamondback Energy Incorporate | $646,000 | +141.0% | 4,910 | +132.0% | 0.01% | +100.0% |
| SIVB | Buy | SVB Financial Group | $613,000 | +31.0% | 2,124 | +9.0% | 0.01% | +25.0% |
| TTWO | Buy | Take Two Interactive Software | $627,000 | +166.8% | 5,295 | +119.9% | 0.01% | +150.0% |
| FLIR | Buy | Flir Systems | $641,000 | +26.2% | 12,340 | +21.6% | 0.01% | +11.1% |
| TSLA | New | Tesla Motors Inc | $545,000 | – | 1,588 | +100.0% | 0.01% | – |
| TDG | New | TransDigm Group Incorporated | $576,000 | – | 1,668 | +100.0% | 0.01% | – |
| KORS | Buy | Michael Kors Holdings LTD | $563,000 | +45.9% | 8,452 | +35.8% | 0.01% | +28.6% |
| TTEC | Buy | TTEC Holdings Incorporated | $475,000 | +42.6% | 13,762 | +26.9% | 0.01% | +33.3% |
| CREE | New | Cree Incorporated | $511,000 | – | 12,298 | +100.0% | 0.01% | – |
| ING | New | I N G Groep N V Adradr | $457,000 | – | 31,926 | +100.0% | 0.01% | – |
| PANW | New | Palo Alto Networks Incorporate | $459,000 | – | 2,232 | +100.0% | 0.01% | – |
| KHC | New | The Kraft Heinz Company | $437,000 | – | 6,960 | +100.0% | 0.01% | – |
| BR | Buy | Broadridge Financial Solutions | $438,000 | +28.8% | 3,808 | +22.8% | 0.01% | +16.7% |
| NFLX | Buy | Netflix Inc | $456,000 | +37.8% | 1,166 | +3.9% | 0.01% | +16.7% |
| KEYS | Buy | Keysight Technologies Inc | $446,000 | +84.3% | 7,549 | +63.2% | 0.01% | +75.0% |
| AGIO | New | Agios Pharmaceuticals Incorpor | $355,000 | – | 4,214 | +100.0% | 0.01% | – |
| TTE | New | Total Fina S A ADRadr | $353,000 | – | 5,825 | +100.0% | 0.01% | – |
| VBR | New | Vanguard Small-Cap Value ETFsm cp val etf | $397,000 | – | 2,920 | +100.0% | 0.01% | – |
| CO | Buy | Global Cord Blood Corporation | $375,000 | +16.1% | 39,545 | +24.8% | 0.01% | 0.0% |
| DRI | New | Darden Restaurants | $346,000 | – | 3,232 | +100.0% | 0.01% | – |
| DXCM | New | DexCom Inc | $331,000 | – | 3,486 | +100.0% | 0.01% | – |
| G | New | Genpact Limited | $296,000 | – | 10,215 | +100.0% | 0.01% | – |
| AVGO | New | Broadcom Incorporated | $335,000 | – | 1,379 | +100.0% | 0.01% | – |
| CRI | New | Carter's Inc. | $277,000 | – | 2,558 | +100.0% | 0.00% | – |
| VRSK | New | Verisk Analytics Incorporated | $272,000 | – | 2,524 | +100.0% | 0.00% | – |
| NVDA | New | Nvidia Corp | $235,000 | – | 992 | +100.0% | 0.00% | – |
| DIS | New | Walt Disney | $204,000 | – | 1,948 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Unitedhealth Group Incorporate | 42 | Q3 2023 | 2.6% |
| ENSTAR GROUP LIMITED SHS | 42 | Q3 2023 | 2.7% |
| Microsoft Corporation | 42 | Q3 2023 | 3.0% |
| JPMorgan Chase & Co Com | 42 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.2% |
| Berkshire Hathaway Inc Del Cl B New | 42 | Q3 2023 | 0.4% |
| UNION PACIFIC CORPORATION | 42 | Q3 2023 | 0.3% |
| CHEVRON CORPORATION NEW | 42 | Q3 2023 | 0.3% |
| AMERICAN EXPRESS COMPANY | 42 | Q3 2023 | 0.3% |
| VERIZON COMMUNICATIONS INC | 41 | Q2 2023 | 1.6% |
View ADVISORY RESEARCH INC's complete holdings history.
Latest significant ownerships (13-D/G)
| 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, LPSold out | February 14, 2020 | 0 | 0.0% |
| KNOT Offshore Partners LPSold out | February 14, 2020 | 0 | 0.0% |
| USD Partners LPSold out | February 14, 2020 | 0 | 0.0% |
| ANALOGIC CORPSold 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 LPSold out | May 09, 2018 | 0 | 0.0% |
View ADVISORY RESEARCH INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-08-17 |
| 13F-HR | 2022-08-15 |
View ADVISORY RESEARCH INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.