HENNESSY ADVISORS INC Q2 2024 Filing

Filed July 23, 2024

Portfolio Value

$2.6B

Holdings

300

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
1
ANFAbercrombie & Fitch Co
502,400$89.3T3381569.54%
2
GAPGap Inc/The
3,056,100$73.0T2763267.65%
3
SFMSprouts Farmers Market Inc
804,100$67.3T2546051.39%
4
MODModine Manufacturing Co
630,500$63.2T2390830.08%
5
EMEEMCOR Group Inc
160,500$58.6T2217697.57%
6
FIXComfort Systems USA Inc
168,600$51.3T1940625.77%
7
KDKyndryl Holdings Inc
1,880,000$49.5T1872052.14%
8
COKECoca-Cola Consolidated Inc
43,956$47.7T1805041.31%
9
CRSCarpenter Technology Corp
432,300$47.4T1792898.79%
10
STRLSterling Infrastructure Inc
389,300$46.1T1743633.53%
11
PSNParsons Corp
517,100$42.3T1601106.33%
12
LBRTLiberty Energy Inc
1,981,100$41.4T1566332.94%
13
XPOXPO Inc
379,400$40.3T1524251.28%
14
FLSFlowserve Corp
729,600$35.1T1328217.34%
15
AITApplied Industrial Technologies Inc
180,800$35.1T1327514.88%
16
FLRFluor Corp
805,300$35.1T1327348.92%
17
PAGPPlains GP Holdings LP
1,822,200$34.3T1297940.86%
18
0E41EnLink Midstream LLC
2,477,000$34.1T1289982.10%
19
CNKCinemark Holdings Inc
1,530,200$33.1T1252111.86%
20
GU9Guess Inc
1,615,800$33.0T1247547.28%
21
GPIGroup 1 Automotive Inc
108,500$32.3T1220772.32%
22
OSKOshkosh Corp
297,300$32.2T1217478.81%
23
MLKNMillerKnoll Inc
1,178,800$31.2T1181847.19%
24
LNGCheniere Energy Inc
173,717$30.4T1149469.68%
25
CEIXEURCONSOL Energy Inc
279,000$28.5T1077386.01%
26
OKEONEOK Inc
333,945$27.2T1030713.96%
27
CRCCalifornia Resources Corp
510,400$27.2T1028074.95%
28
OIIOceaneering International Inc
1,117,000$26.4T1000246.77%
29
PBFPBF Energy Inc
564,834$26.0T983799.72%
30
KMIKinder Morgan Inc
1,215,191$24.1T913864.17%
31
TRPTC Energy Corp
614,400$23.3T881311.95%
32
MSMMSC Industrial Direct Co Inc
288,100$22.8T864789.59%
33
ATOAtmos Energy Corp
188,186$22.0T830828.33%
34
SRESempra
283,980$21.6T817491.65%
35
ENBEnbridge Inc
603,765$21.5T813270.76%
36
BRK-BBERKSHIRE HATHAWAY INC - CL A
35$21.4T811016.51%
37
SOSouthern Co/The
272,500$21.1T800017.60%
38
PARRPar Pacific Holdings Inc
818,100$20.7T781820.44%
39
EQTEQT Corp
544,500$20.1T762086.09%
40
PCGPG&E Corp
866,949$15.1T572897.66%
41
NATLNCR Atleos Corp
543,650$14.7T555960.56%
42
DELLDell Technologies Inc
104,200$14.4T543879.54%
43
VYXNCR Voyix Corp
1,129,100$13.9T527762.60%
44
WECWEC Energy Group Inc
177,140$13.9T526022.32%
45
PEGPublic Service Enterprise Group Inc
185,490$13.7T517400.96%
46
CNPCenterPoint Energy Inc
439,728$13.6T515590.33%
47
EDConsolidated Edison Inc
144,036$12.9T487466.70%
48
TPCTutor Perini Corp
567,581$12.4T467869.74%
49
NINiSource Inc
424,081$12.2T462414.38%
50
DTMDT Midstream Inc
171,700$12.2T461584.64%
51
DUKDuke Energy Corp
118,687$11.9T450235.90%
52
BLBDBlue Bird Corp
218,900$11.8T446139.54%
53
GRPNGroupon Inc
711,400$10.9T411950.03%
54
THCTenet Healthcare Corp
80,500$10.7T405307.57%
55
CLSCelestica Inc
183,000$10.5T397074.75%
56
CVXChevron Corp
66,782$10.4T395358.36%
57
CMSCMS Energy Corp
172,698$10.3T389101.08%
58
XOMExxon Mobil Corp
87,412$10.1T380856.23%
59
BACVerizon Communications Inc
238,250$9.8T371869.71%
60
TEVATeva Pharmaceutical Industries Ltd
603,900$9.8T371413.46%
61
KOCoca-Cola Co/The
153,100$9.7T368818.62%
62
CSCOCisco Systems Inc
202,150$9.6T363494.67%
63
IBMInternational Business Machines Corp
55,368$9.6T362425.43%
64
IESCIES Holdings Inc
68,600$9.6T361749.55%
65
1RGREV Group Inc
383,100$9.5T360891.20%
66
LRNStride Inc
133,300$9.4T355679.23%
67
VSECVSE Corp
106,346$9.4T355322.52%
68
ETEnergy Transfer LP
570,900$9.3T350469.42%
69
PENGSMART Global Holdings Inc
402,500$9.2T348394.50%
70
NGGNational Grid PLC
161,144$9.2T346419.00%
71
7HPHP Inc
260,700$9.1T345538.48%
72
OSCROscar Health Inc
571,900$9.0T342425.28%
73
UTIUniversal Technical Institute Inc
574,200$9.0T341846.51%
74
MOG/AMoog Inc
53,500$9.0T338757.54%
75
AMRXAmneal Pharmaceuticals Inc
1,388,600$8.8T333726.07%
76
FTITechnipFMC PLC
336,440$8.8T332980.32%
77
MOAltria Group Inc
188,100$8.6T324277.20%
78
B7SBrookdale Senior Living Inc
1,246,400$8.5T322193.95%
79
MCYMercury General Corp
159,800$8.5T321393.85%
80
AZZAZZ Inc
109,300$8.4T319564.03%
81
DVADAVITA INC
60,900$8.4T319393.26%
82
T77LendingTree Inc
201,500$8.4T317178.11%
83
4I1Philip Morris International Inc
82,300$8.3T315629.16%
84
GBXGreenbrier Cos Inc/The
164,000$8.1T307557.80%
85
CMPRCimpress PLC
91,700$8.0T304062.08%
86
JNJJohnson & Johnson
54,600$8.0T302037.19%
87
SPNTSiriusPoint Ltd
651,705$8.0T300919.36%
88
ALSAllstate Corp/The
48,700$7.8T294282.43%
89
TRVCCitigroup Inc
122,200$7.8T293501.63%
90
BACBank of America Corp
194,300$7.7T292460.78%
91
JPMJPMORGAN CHASE & CO.
38,000$7.7T290892.71%
92
URBNUrban Outfitters Inc
187,200$7.7T290842.75%
93
WFCWells Fargo & Co
129,300$7.7T290637.13%
94
TOLToll Brothers Inc
65,600$7.6T285969.79%
95
LYVLive Nation Entertainment Inc
80,600$7.6T285956.01%
96
EPDEnterprise Products Partners LP
259,700$7.5T284845.64%
97
PAAPlains All American Pipeline LP
420,626$7.5T284326.14%
98
AIZAssurant Inc
44,900$7.5T282518.73%
99
GFFGriffon Corp
116,400$7.4T281333.30%
100
TILEInterface Inc
506,100$7.4T281191.14%
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