HENNESSY ADVISORS INC Q1 2021 Filing

Filed April 19, 2021

Portfolio Value

$1.7T

Holdings

266

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
1
SOSOUTHERN CO
428,400$26.6B1.55%
2
KMIKINDER MORGAN INC DEL
1,591,101$26.5B1.54%
3
ATOATMOS ENERGY CORP
267,286$26.4B1.54%
4
SRESEMPRA ENERGY
198,740$26.3B1.53%
5
WECWEC ENERGY GROUP INC
279,540$26.2B1.52%
6
DDOMINION ENERGY INC
343,477$26.1B1.52%
7
NGGNATIONAL GRID PLC
439,544$26.0B1.51%
8
ENBENBRIDGE INC
715,365$26.0B1.51%
9
LNGCHENIERE ENERGY INC
353,617$25.5B1.48%
10
BRK-BBERKSHIRE HATHAWAY INC - CL A
65$25.1B1.46%
11
SL2SLEEP NUMBER CORP
156,100$22.4B1.30%
12
WSMWILLIAMS SONOMA INC
115,500$20.7B1.20%
13
ACHOWENS & MINOR INC NEW
495,800$18.6B1.08%
14
VSTOEURVISTA OUTDOOR INC
580,100$18.6B1.08%
15
LADLITHIA MTRS INC
46,100$18.0B1.05%
16
PWRQUANTA SVCS INC
199,300$17.5B1.02%
17
VMIVALMONT INDS INC
73,303$17.4B1.01%
18
LPLALPL FINL HLDGS INC
120,100$17.1B0.99%
19
DUKDUKE ENERGY CORP NEW
176,487$17.0B0.99%
20
BIGGQBIG LOTS INC
245,400$16.8B0.97%
21
DTEDTE ENERGY CO
122,304$16.3B0.95%
22
PCGPG&E CORP
1,363,649$16.0B0.93%
23
MATMATTEL INC
795,200$15.8B0.92%
24
NINISOURCE INC
654,181$15.8B0.92%
25
JEFJEFFERIES FINL GROUP INC
502,500$15.1B0.88%
26
CMSCMS ENERGY CORP
245,098$15.0B0.87%
27
PEGPUBLIC SVC ENTERPRISE GRP INC COM
247,790$14.9B0.87%
28
AVNTAVIENT CORPORATION
313,800$14.8B0.86%
29
CMCCOMMERCIAL METALS CO
471,800$14.6B0.85%
30
MDRXALLSCRIPTS HEALTHCARE SOLUTNS COM
946,800$14.2B0.83%
31
EDCONSOLIDATED EDISON INC
188,036$14.1B0.82%
32
BJBJS WHSL CLUB HLDGS INC
312,800$14.0B0.82%
33
ENOVCOLFAX CORP
318,300$13.9B0.81%
34
REGIEURRENEWABLE ENERGY GROUP INC
210,600$13.9B0.81%
35
TKRTIMKEN CO
167,600$13.6B0.79%
36
LKQ1LKQ CORP
316,500$13.4B0.78%
37
ARWARROW ELECTRS INC
120,230$13.3B0.78%
38
BBBYEURBED BATH & BEYOND INC
456,500$13.3B0.77%
39
CSCOCISCO SYS INC
255,750$13.2B0.77%
40
BERYEURBERRY GLOBAL GROUP INC
201,000$12.3B0.72%
41
MAXREURMAXAR TECHNOLOGIES INC
320,400$12.1B0.70%
42
BACVERIZON COMMUNICATIONS INC
204,750$11.9B0.69%
43
CNPCENTERPOINT ENERGY INC
524,028$11.9B0.69%
44
CASYCASEYS GEN STORES INC
54,800$11.8B0.69%
45
WTRGESSENTIAL UTILS INC
257,200$11.5B0.67%
46
KBHKB HOME
246,400$11.5B0.67%
47
XELXCEL ENERGY INC
167,899$11.2B0.65%
48
SEESEALED AIR CORP NEW
240,700$11.0B0.64%
49
JPMJPMORGAN CHASE & CO.
72,350$11.0B0.64%
50
MRKMERCK & CO. INC
142,800$11.0B0.64%
51
OGSONE GAS INC
141,875$10.9B0.63%
52
CNXCCONCENTRIX CORP
66,600$10.0B0.58%
53
CVXCHEVRON CORP NEW
94,575$9.9B0.58%
54
DOWDOW INC
151,650$9.7B0.56%
55
IBMINTERNATIONAL BUSINESS MACHS COM
72,050$9.6B0.56%
56
GOGROCERY OUTLET HLDG CORP
245,700$9.1B0.53%
57
KOCOCA COLA CO
171,000$9.0B0.52%
58
FTSFORTIS INC
202,876$8.8B0.51%
59
HDHOME DEPOT INC
28,300$8.6B0.50%
60
SWXSOUTHWEST GAS HLDGS INC
124,517$8.6B0.50%
61
MTHMERITAGE HOMES CORP
90,500$8.3B0.48%
62
KRKROGER CO
225,500$8.1B0.47%
63
7HPHP INC
250,700$8.0B0.46%
64
TRVCCITIGROUP INC
108,900$7.9B0.46%
65
MMM3M CO
40,700$7.8B0.46%
66
SUXSYNNEX CORP
68,249$7.8B0.46%
67
INTCINTEL CORP
120,696$7.7B0.45%
68
4I1PHILIP MORRIS INTL INC
87,000$7.7B0.45%
69
NJRNEW JERSEY RES CORP
191,134$7.6B0.44%
70
ABBVABBVIE INC
68,000$7.4B0.43%
71
NFGNATIONAL FUEL GAS CO
142,824$7.1B0.42%
72
MDUMDU RES GROUP INC
225,807$7.1B0.42%
73
SRSPIRE INC
91,591$6.8B0.39%
74
PEOEXELON CORP
153,231$6.7B0.39%
75
HOVHOVNANIAN ENTERPRISES INC
61,900$6.5B0.38%
76
BFHALLIANCE DATA SYSTEMS CORP
56,000$6.3B0.37%
77
CITUSDCIT GROUP INC
116,000$6.0B0.35%
78
BKHBLACK HILLS CORP
88,847$5.9B0.35%
79
UGIUGI CORP NEW
141,952$5.8B0.34%
80
ESEVERSOURCE ENERGY
66,575$5.8B0.34%
81
HTBHOMETRUST BANCSHARES INC
235,000$5.7B0.33%
82
HIFSHINGHAM INSTN SVGS MASS
20,000$5.7B0.33%
83
LBAIUSDLAKELAND BANCORP INC
325,000$5.7B0.33%
84
AGREURAVANGRID INC
112,200$5.6B0.33%
85
FMBIUSDFIRST MIDWEST BANCORP DEL
255,000$5.6B0.32%
86
BBTBERKSHIRE HILLS BANCORP INC
245,000$5.5B0.32%
87
FBPFIRST BANCORP P R
485,000$5.5B0.32%
88
SYU1SYNOVUS FINL CORP
118,000$5.4B0.31%
89
DACDANAOS CORPORATION
108,703$5.4B0.31%
90
MOALTRIA GROUP INC
104,500$5.3B0.31%
91
TCBITEXAS CAP BANCSHARES INC
75,000$5.3B0.31%
92
WF2WINTRUST FINL CORP
70,000$5.3B0.31%
93
WBAWALGREENS BOOTS ALLIANCE INC COM
96,100$5.3B0.31%
94
INDBINDEPENDENT BANK CORP MASS
62,500$5.3B0.31%
95
HWCHANCOCK WHITNEY CORPORATION
125,000$5.3B0.31%
96
SJIEURSOUTH JERSEY INDS INC
231,771$5.2B0.30%
97
PFEPFIZER INC
142,950$5.2B0.30%
98
GLWCORNING INC
117,900$5.1B0.30%
99
NEMNEWMONT CORP
85,100$5.1B0.30%
100
AEEAMEREN CORP
62,840$5.1B0.30%
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