Institutions / Hennessy Advisors Inc

Hennessy Advisors Inc

CIK 1145255 · Institution · as of Mar 31, 2026
Portfolio value
$2.77B
Positions
278
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.77B-1.9%
$2.82B$2.80B$2.77BQ4 '25Q1 '26

Positions

278-1.8%
283281278Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 278 →
CompanyClassValueShares% of portfolio
Mastec Inc$65.99M205,1002.4%
Caseys General Stores Inc$64.05M88,0002.3%
StoneX Group Inc.$56.94M706,0502.1%
EchoStar CORP$55.83M476,9002.0%
Viasat Inc$55.18M1,204,7002.0%
Dycom Industries Inc$48.65M143,6001.8%
CH Robinson Worldwide Inc$47.83M288,0001.7%
Primoris Services Corp$44.73M312,7001.6%
TD SYNNEX Corp$40.82M241,9721.5%
Vistance Networks, Inc.$40.75M2,239,0001.5%
Granite Construction Inc$40.18M335,2001.5%
Sanmina Corp$39.53M304,9001.4%
Crown Holdings, Inc.$38.65M385,5001.4%
Macy's, Inc.$38.38M2,121,7001.4%
ONEOK Inc$35.76M395,6141.3%
Cheesecake Factory Inc$35.41M646,7001.3%
Jones Lang LaSalle Inc$35.36M116,2001.3%
Leidos Holdings Inc$33.83M217,5001.2%
Cheniere Energy, Inc.$33.48M117,9971.2%
Williams Cos Inc/The$32.77M450,2821.2%
Jacobs Solutions Inc.$31.88M250,5001.2%
Nexstar Media Group, Inc.$31.37M173,5001.1%
Wayfair Inc.$31.32M416,5001.1%
Kinder Morgan, Inc.$30.91M921,7311.1%
American Airlines Group Inc.$30.19M2,810,9001.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddStoneX Group Inc.$15.55M+193K
+37.55%
706,050
2.06% of portfolio
medium
Q1 2026
as of
TrimCheniere Energy, Inc.$-8.42M-30K
-20.09%
117,997
1.21% of portfolio
medium
Q1 2026
as of
ExitRTX Corp$-7.72M-42K
-100.00%
medium
Q1 2026
as of
TrimMastec Inc$-6.92M-22K
-9.49%
205,100
2.38% of portfolio
medium
Q1 2026
as of
NewTMUS
T-Mobile US, Inc.
Common Stock
$6.91M+33K
32,900
0.25% of portfolio
medium
Q1 2026
as of
AddUnitedhealth Group Inc$6.14M+23K
+333.82%
29,500
0.29% of portfolio
medium
Q1 2026
as of
New110448107$6.12M+105K
104,600
0.22% of portfolio
medium
Q1 2026
as of
NewTexas Instruments Inc$6.00M+31K
30,900
0.22% of portfolio
medium
Q1 2026
as of
TrimEchoStar CORP$-5.84M-50K
-9.47%
476,900
2.02% of portfolio
medium
Q1 2026
as of
AddJPMORGAN CHASE & CO$5.82M+20K
+360.00%
25,300
0.27% of portfolio
medium