ADVISORY RESEARCH INC
Long Only Manager
ADVISORY RESEARCH INC is a Long Only Manager based in Chicago, IL led by Matthew Kent Swaim, managing $761.4M across 149 long positions as of Q3 2025 with TSM as the largest holding (4% allocation).
CEOMatthew Kent Swaim
- Portfolio Value
- $761.4M
- Positions
- 149
- Top Holding
- TSM at 3.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ADVISORY RESEARCH INC's portfolio (35.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $29.3M | 3.85% | +$2.3M Bought | — 105.0K shares | |
Auto - Dealerships Consumer Cyclical | $29.3M | 3.85% | +$5.1M Bought | 0.96% 1.0M shares | |
Packaging & Containers Consumer Cyclical | $29.0M | 3.81% | -$11.4M Sold | 1.85% 750.6K shares | |
Tobacco Consumer Defensive | $28.4M | 3.73% | +$4.6M Bought | 0.01% 175.3K shares | |
Semiconductors Technology | $28.3M | 3.71% | +$225.3K Bought | 0.00% 85.7K shares | |
Hardware, Equipment & Parts Technology | $27.3M | 3.58% | -$27.8M Sold | 1.53% 193.6K shares | |
Software - Application Technology | $26.7M | 3.51% | +$9.1M Bought | 4.17% 57.5K shares | |
Unknown Unknown | $26.3M | 3.45% | +$3.6M Bought | 2.57% 726.8K shares | |
Luxury Goods Consumer Cyclical | $25.8M | 3.39% | +$6.0M Bought | 0.11% 228.1K shares | |
Internet Content & Information Communication Services | $22.3M | 2.93% | +$7.2M Bought | 0.00% 91.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ADVISORY RESEARCH INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ADVISORY RESEARCH INC
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