Advisory Research Inc Q3 2022 vs. Q4 2022: A Comparison of 13F Holdings

Advisory Research Inc, a reputable investment firm, released its Q3 2022 and Q4 2022 13F holdings comparison report. This report reveals the changes in the firm's holdings throughout the quarter. From the report, we can see that Advisory Research Inc made significant changes to its holdings by buying new stocks, selling off some holdings, and increasing or reducing its position on various stocks.

The report shows that the company bought new shares of Diamondback Energy Incorporated (FANG) and Ovintiv Inc (OVV.TO). The firm also increased its position on some stocks, such as Enerplus Corporation (ERF.TO), Reliance Steel & Aluminum (RS), and Alkami Technology Inc (ALKT).

On the other hand, Advisory Research Inc sold off some holdings, including Denbury Incorporated (DEN), Microsoft Corp (MSFT), and Oracle (ORCL). The company also reduced its position on some stocks, such as Impinj Incorporated (PI), Home Depot Inc (HD), and Spirit Aerosystems Holdings Inc. (SPR).

Advisory Research Inc has also shown interest in exchange-traded funds (ETFs) as the report revealed that the firm had acquired shares of Vanguard Intermediate-Term Corporate Bond ETF (VCIT), Vanguard Dividend Appreciation ETF (VIG), and iShares Short Treasury Bond ETF (SHV). The company also acquired new shares of the iShares Russell 2000 ETF (IWM).

In this report, Advisory Research Inc's top three holdings in Q3 2022 were Epsilon Energy Ltd. (EPSN), Chesapeake Energy Corporation (CHK), and Diamondback Energy Incorporated (FANG). However, in Q4 2022, the firm's top holdings changed to Ovintiv Inc (OVV.TO), Diamondback Energy Incorporated (FANG), and Enerplus Corporation (ERF.TO).

The report also revealed that Advisory Research Inc's holdings in four stocks decreased in value, while 38 stocks increased in value, including Performance Food Group (PFGC), Asbury Automotive Group (ABG), and Nicolet Bankshares Inc. (NIC).

Overall, Advisory Research Inc made some significant changes to its holdings in Q4 2022, with the addition of new stocks, selling off some holdings, and increasing or reducing its position on various stocks. This report provides investors with valuable insight into the investment decisions of one of the leading financial firms in the world.