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Advisory Research Inc

Q1 2022 Holdings

Filed 2022-05-16 | 506 holdings | $128.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Smartsheet Incorporated Class(SMARGBP)COM83200N103$3265,9560.0%
Amerco Incorporated(UHAL)COM023586100$3285490.0%
Global Technology AcquisitionCOMG3934N107$33333,4500.0%
Nextera Energy Inc(NEE)COM65339F101$3363,9700.0%
Toast, Inc. Class A(TOST)COM888787108$33715,5180.0%
Cameco Corporation(CCJ)COM13321L108$34011,6760.0%
Acuity Brands Inc(AYI)COM00508Y102$3401,7950.0%
NRG Energy Incorporated(NRG)COM629377508$3438,9540.0%
Prudential Bache(PRU)COM744320102$3462,9280.0%
iShares Short Treasury Bond ET(SHV)ETF464288679$3523,1900.0%
United Airlines Holdings Incor(UAL)COM910047109$3527,5990.0%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3537810.0%
Verizon Communications(VZ)COM92343V104$3687,2200.0%
Velo3D, Inc.COM92259N104$37139,7840.0%
Hyatt Hotels Corporation(H)COM448579102$3753,9250.0%
Generac Holdings Incorporated(GNRC)COM368736104$3831,2880.0%
Healthcare AI Acquisition UnitCOMG4373K125$39039,0700.0%
CrowdStrike Holdings Inc Class(CRWD)COM22788C105$3911,7230.0%
Verint Systems Incorporated(VTY)COM92343X100$3947,6240.0%
Ginkgo Bioworks Holdings Inc C(DNA4EUR)COM37611X100$39698,2040.0%
Marvell Technology, Inc.(MRVL)COM573874104$4015,5970.0%
Novocure LTD(NVCR)COMG6674U108$4054,8930.0%
Middleby Corporation(MIDD)COM596278101$4102,5030.0%
Equity Commonwealth PfdCNV294628201$41015,0000.0%
Whitestone REIT(WSR)COM966084204$41131,0270.0%
United Rentals(URI)COM911363109$4161,1700.0%
IShares Short-Term Corporate B(IGSB)ETF464288646$4178,0650.0%
Relx PLC(RELX)ADR759530108$41713,3940.0%
Confluent Inc Class A(CFLT)COM20717M103$42010,2410.0%
ChargePoint Holdings IncorporaCOM15961R105$42421,3140.0%
Twitter Incorporated(TWTRUSD)COM90184L102$43011,1100.0%
Patterson Companies Inc(PDCOEUR)COM703395103$44413,7210.0%
Capri Holdings Limited(CPRI)COMG1890L107$4518,7840.0%
Vulcan Materials Company(VMC)COM929160109$4512,4550.0%
Mason Industrial Technology CLCOM57520Y106$45146,1820.0%
Perficient Inc(PRFTUSD)COM71375U101$4524,1040.0%
Athena Consumer Acquisition Cl(ACAQUSD)COM04684M106$45345,3700.0%
Wisdomtree Largecap Div Largec(DLN)ETF97717W307$4546,9040.0%
Domino's Pizza Incorporated(DPZ)COM25754A201$4571,1240.0%
Upstart Holdings, Inc.(UPST)COM91680M107$4584,1960.0%
Screaming Eagle Acquisition UnCOMG79407113$45845,8300.0%
Solaredge Technolgoies Incorpo(SEDG)COM83417M104$4721,4630.0%
Rush Street Interactive Incorp(RSI)COM782011100$48065,9670.0%
Definitive Healthcare Corp. Cl(DH)COM24477E103$49219,9570.0%
Arista Networks Inc(ANETEUR)COM040413106$5163,7110.0%
Vanguard Short-Term Treasury E(VGSH)ETF92206C102$5188,7450.0%
Jabil Circuit(JBL)COM466313103$5228,4610.0%
Moelis & Co(MC)COM60786M105$53111,3070.0%
Intellia Therapeutics Incorpor(NTLA)COM45826J105$5427,4650.0%
Science Applications Intl Corp(SAIC)COM808625107$5535,9990.0%
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