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Advisory Research Inc

Q4 2021 Holdings

Filed 2022-02-11 | 382 holdings | $85.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
LKQ Corporation(LKQ)COM501889208$2153,5840.0%
CF Industries Holdings Inc(CF)COM125269100$2153,0380.0%
Boyd Gaming Corporation(BYD)COM103304101$2193,3450.0%
Cazoo Group Limited CW 27WG2007L113$225250,3530.0%
iShares Core Msci Europe(IEUR)ETF46434V738$2263,8780.0%
Novocure LTD(NVCR)COMG6674U108$2303,0580.0%
Target Corp(TGT)COM87612E106$2331,0050.0%
Barclays PLC(BCS)ADR06738E204$24523,6390.0%
Holley Incorporated Cw27W43538H111$24964,8000.0%
TortoiseEcofin Acquisition CLCOMG8956E109$25826,6640.0%
Life Time Group Holdings, Inc.(LTH)COM53190C102$27415,9160.0%
Ritchie Bros. Auctioneers Inco(RBAGBP)COM767744105$2744,4750.0%
Hunt Companies Acquisition I UCOMG46482116$27527,0450.0%
Ortho Clinical Diagnostics HolCOMG6829J107$28113,1530.0%
Equinor ASA(EQNR)ADR29446M102$29411,1740.0%
Synaptics Incorporated(SYNA)COM87157D109$2941,0170.0%
Tailwind International AcquisiCOMG8662F101$30030,7260.0%
Horizon Therapeutics PLCCOMG46188101$3052,8290.0%
CrowdStrike Holdings Inc Class(CRWD)COM22788C105$3051,4920.0%
IES Holdings Incorporated(IESC)COM44951W106$3156,2190.0%
Prudential Bache(PRU)COM744320102$3172,9280.0%
Global Technology AcquisitionCOMG3934N107$32833,4500.0%
Elastic NV(ESTC)COMN14506104$3302,6820.0%
Avery Dennison(AVY)COM053611109$3411,5730.0%
Relx PLC(RELX)ADR759530108$35810,9750.0%
Xometry, Inc. Class A(XMTR)COM98423F109$3607,0280.0%
Unity Software, Inc.(U)COM91332U101$3612,5220.0%
Berry Plastics Group Inc(BERYEUR)COM08579W103$3694,9990.0%
Verizon Communications(VZ)COM92343V104$3757,2200.0%
Healthcare AI Acquisition UnitCOMG4373K125$39139,0700.0%
T. Rowe Price Group(TROW)COM74144T108$4232,1500.0%
Krystal Biotech Incorporated(KRYS)COM501147102$4436,3390.0%
Equity Commonwealth PfdCNV294628201$44415,0000.0%
RH(RH)COM74967X103$4458310.0%
Mason Industrial Technology CLCOM57520Y106$45146,1820.0%
Athena Consumer Acquisition Cl(ACAQUSD)COM04684M106$45145,3700.0%
Novo Nordisk A/S(NVO)ADR670100205$4524,0350.0%
Wisdomtree Largecap Div Largec(DLN)ETF97717W307$4566,9040.0%
Amerco Incorporated(UHAL)COM023586100$4626360.0%
Spdr S&P Oil & Gas Exp(XOP)ETF78468R556$4734,9350.0%
Arista Networks Inc(ANETEUR)COM040413106$4983,4640.0%
Mattel Inc.(MAT)COM577081102$51123,7180.0%
SEMrush Holdings, Inc. Class A(SEMR)COM81686C104$51724,8020.0%
Solaredge Technolgoies Incorpo(SEDG)COM83417M104$5261,8750.0%
United Rentals(URI)COM911363109$5281,5890.0%
Titan International Incorporat(TWI)COM88830M102$53048,4030.0%
Prothena Corp PLC(PRTA)COMG72800108$54210,9750.0%
Jabil Circuit(JBL)COM466313103$5477,7740.0%
Acuity Brands Inc(AYI)COM00508Y102$5482,5870.0%
ServiceNow Inc(NOW)COM81762P102$5488440.0%
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