HENNESSY ADVISORS INC Q2 2021 Filing

Filed July 28, 2021

Portfolio Value

$1.8T

Holdings

271

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
1
ENBENBRIDGE INC
697,065$27.9B1.55%
2
LNGCHENIERE ENERGY INC
315,317$27.4B1.52%
3
VSTOEURVISTA OUTDOOR INC
580,100$26.8B1.49%
4
KMIKINDER MORGAN INC DEL
1,461,101$26.6B1.48%
5
SRESEMPRA ENERGY
198,740$26.3B1.46%
6
DDOMINION ENERGY INC
356,677$26.2B1.46%
7
ATOATMOS ENERGY CORP
272,086$26.1B1.45%
8
BRK-BBERKSHIRE HATHAWAY INC - CL A
62$26.0B1.44%
9
WECWEC ENERGY GROUP INC
288,840$25.7B1.43%
10
SOSOUTHERN CO
422,400$25.6B1.42%
11
NGGNATIONAL GRID PLC
399,044$25.5B1.42%
12
ACHOWENS & MINOR INC NEW
495,800$21.0B1.17%
13
WSMWILLIAMS SONOMA INC
115,900$18.5B1.03%
14
PWRQUANTA SVCS INC
199,300$18.1B1.00%
15
MDRXALLSCRIPTS HEALTHCARE SOLUTNS COM
946,800$17.5B0.97%
16
VMIVALMONT INDS INC
73,303$17.3B0.96%
17
JEFJEFFERIES FINL GROUP INC
502,500$17.2B0.95%
18
SL2SLEEP NUMBER CORP
156,100$17.2B0.95%
19
DUKDUKE ENERGY CORP NEW
167,087$16.5B0.92%
20
LPLALPL FINL HLDGS INC
120,100$16.2B0.90%
21
BIGGQBIG LOTS INC
245,400$16.2B0.90%
22
CNPCENTERPOINT ENERGY INC
654,028$16.0B0.89%
23
MATMATTEL INC
795,200$16.0B0.89%
24
LADLITHIA MTRS INC
46,100$15.8B0.88%
25
LKQ1LKQ CORP
316,500$15.6B0.86%
26
AVNTAVIENT CORPORATION
313,800$15.4B0.86%
27
DTEDTE ENERGY CO
117,304$15.2B0.84%
28
BBBYEURBED BATH & BEYOND INC
456,500$15.2B0.84%
29
NINISOURCE INC
609,181$14.9B0.83%
30
BJBJS WHSL CLUB HLDGS INC
312,800$14.9B0.83%
31
ENOVCOLFAX CORP
318,300$14.6B0.81%
32
CMCCOMMERCIAL METALS CO
471,800$14.5B0.80%
33
PEGPUBLIC SVC ENTERPRISE GRP INC COM
239,990$14.3B0.80%
34
SEESEALED AIR CORP NEW
240,700$14.3B0.79%
35
CMSCMS ENERGY CORP
234,398$13.8B0.77%
36
CSCOCISCO SYS INC
259,600$13.8B0.76%
37
EDCONSOLIDATED EDISON INC
191,736$13.8B0.76%
38
ARWARROW ELECTRS INC
120,110$13.7B0.76%
39
TKRTIMKEN CO
167,600$13.5B0.75%
40
REGIEURRENEWABLE ENERGY GROUP INC
210,600$13.1B0.73%
41
PCGPG&E CORP
1,289,649$13.1B0.73%
42
BERYEURBERRY GLOBAL GROUP INC
201,000$13.1B0.73%
43
MAXREURMAXAR TECHNOLOGIES INC
320,400$12.8B0.71%
44
BACVERIZON COMMUNICATIONS INC
205,600$11.5B0.64%
45
MRKMERCK & CO INC
146,450$11.4B0.63%
46
WTRGESSENTIAL UTILS INC
242,100$11.1B0.61%
47
JPMJPMORGAN CHASE & CO.
70,600$11.0B0.61%
48
XELXCEL ENERGY INC
163,499$10.8B0.60%
49
CNXCCONCENTRIX CORP
66,600$10.7B0.59%
50
CASYCASEYS GEN STORES INC
54,800$10.7B0.59%
51
IBMINTERNATIONAL BUSINESS MACHS COM
71,250$10.4B0.58%
52
OGSONE GAS INC
137,875$10.2B0.57%
53
KBHKB HOME
246,400$10.0B0.56%
54
CVXCHEVRON CORP NEW
93,725$9.8B0.55%
55
DOWDOW INC
150,350$9.5B0.53%
56
KOCOCA COLA CO
169,850$9.2B0.51%
57
HDHOME DEPOT INC
28,500$9.1B0.50%
58
KRKROGER CO
227,000$8.7B0.48%
59
4I1PHILIP MORRIS INTL INC
87,600$8.7B0.48%
60
GOGROCERY OUTLET HLDG CORP
245,700$8.5B0.47%
61
MTHMERITAGE HOMES CORP
90,500$8.5B0.47%
62
FTSFORTIS INC
190,476$8.4B0.47%
63
DACDANAOS CORPORATION
108,703$8.3B0.46%
64
SUXSYNNEX CORP
67,981$8.3B0.46%
65
SWXSOUTHWEST GAS HLDGS INC
121,217$8.0B0.45%
66
MMM3M CO
40,200$8.0B0.44%
67
TRVCCITIGROUP INC
110,400$7.8B0.43%
68
ABBVABBVIE INC
68,500$7.7B0.43%
69
7HPHP INC
252,400$7.6B0.42%
70
NJRNEW JERSEY RES CORP
185,834$7.4B0.41%
71
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
595,800$7.3B0.40%
72
NFGNATIONAL FUEL GAS CO
135,724$7.1B0.39%
73
HTBHOMETRUST BANCSHARES INC
250,000$7.0B0.39%
74
INTCINTEL CORP
121,673$6.8B0.38%
75
SRSPIRE INC
94,391$6.8B0.38%
76
PEOEXELON CORP
153,131$6.8B0.38%
77
AGREURAVANGRID INC
131,000$6.7B0.37%
78
HIFSHINGHAM INSTN SVGS MASS
23,000$6.7B0.37%
79
ESEVERSOURCE ENERGY
82,675$6.6B0.37%
80
HOVHOVNANIAN ENTERPRISES INC
61,900$6.6B0.37%
81
UGIUGI CORP NEW
141,952$6.6B0.36%
82
SJIEURSOUTH JERSEY INDS INC
251,771$6.5B0.36%
83
FW2NBANNER CORP
120,000$6.5B0.36%
84
CITUSDCIT GROUP INC
126,000$6.5B0.36%
85
BBTBERKSHIRE HILLS BANCORP INC
235,000$6.4B0.36%
86
CNOBCONNECTONE BANCORP INC
245,000$6.4B0.36%
87
LBAIUSDLAKELAND BANCORP INC
365,000$6.4B0.35%
88
FBPFIRST BANCORP P R
535,000$6.4B0.35%
89
BFHALLIANCE DATA SYSTEMS CORP
61,000$6.4B0.35%
90
FFICFLUSHING FINL CORP
295,000$6.3B0.35%
91
FMBIUSDFIRST MIDWEST BANCORP DEL
315,000$6.2B0.35%
92
MDUMDU RES GROUP INC
191,207$6.0B0.33%
93
UPSUNITED PARCEL SERVICE INC
28,800$6.0B0.33%
94
ISBCUSDINVESTORS BANCORP INC NEW
415,000$5.9B0.33%
95
CRCCANADIAN NAT RES LTD
163,100$5.9B0.33%
96
TCBITEXAS CAP BANCSHARES INC
92,000$5.8B0.32%
97
BKHBLACK HILLS CORP
88,847$5.8B0.32%
98
WSFSWSFS FINL CORP
125,000$5.8B0.32%
99
CVSCVS HEALTH CORP
67,200$5.6B0.31%
100
HWCHANCOCK WHITNEY CORPORATION
126,000$5.6B0.31%
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