HENNESSY ADVISORS INC Q2 2024 Filing

Filed July 23, 2024

Portfolio Value

$2.6T

Holdings

300

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
101
PVHPVH Corp
66,880$7.1B0.27%
102
TBCHTurtle Beach Corp
489,300$7.0B0.27%
103
MMM3M Co
67,100$6.9B0.26%
104
DWDMorgan Stanley
69,500$6.8B0.26%
105
FORForestar Group Inc
211,100$6.8B0.26%
106
MBCMasterbrand Inc
457,100$6.7B0.25%
107
MPLXMPLX LP
156,449$6.7B0.25%
108
SUSuncor Energy Inc
174,060$6.6B0.25%
109
WTRGEssential Utilities Inc
177,300$6.6B0.25%
110
AMWDAmerican Woodmark Corp
84,000$6.6B0.25%
111
AEOAmerican Eagle Outfitters Inc
320,600$6.4B0.24%
112
MFCManulife Financial Corp
238,100$6.3B0.24%
113
CVECenovus Energy Inc
321,900$6.3B0.24%
114
CRCCanadian Natural Resources Ltd
177,000$6.3B0.24%
115
NXQuanex Building Products Corp
226,518$6.3B0.24%
116
SWXSouthwest Gas Holdings Inc
87,717$6.2B0.23%
117
TXNTexas Instruments Inc
31,648$6.2B0.23%
118
XELXcel Energy Inc
113,599$6.1B0.23%
119
RTXRTX Corp
60,000$6.0B0.23%
120
TAT&T Inc
315,160$6.0B0.23%
121
DTEDTE Energy Co
53,804$6.0B0.23%
122
STLAStellantis NV
297,500$5.9B0.22%
123
UGRUltrapar Participacoes SA
1,505,500$5.9B0.22%
124
SHELShell PLC
80,900$5.8B0.22%
125
BKRBaker Hughes Co
164,100$5.8B0.22%
126
ULUnilever PLC
104,800$5.8B0.22%
127
KOPKoppers Holdings Inc
153,300$5.7B0.21%
128
OGSONE Gas Inc
88,675$5.7B0.21%
129
HBC2HSBC Holdings PLC
129,800$5.6B0.21%
130
PGProcter & Gamble Co/The
34,000$5.6B0.21%
131
NJRNew Jersey Resources Corp
128,634$5.5B0.21%
132
FFord Motor Co
436,800$5.5B0.21%
133
RYRoyal Bank of Canada
51,400$5.5B0.21%
134
ABBVAbbVie Inc
31,200$5.4B0.20%
135
MRKMerck & Co Inc
43,200$5.3B0.20%
136
KDPKeurig Dr Pepper Inc
160,100$5.3B0.20%
137
JELDJELD-WEN Holding Inc
396,600$5.3B0.20%
138
BPBP PLC
147,800$5.3B0.20%
139
PEOExelon Corp
152,331$5.3B0.20%
140
TTENTotalEnergies SE
78,300$5.2B0.20%
141
BMTABritish American Tobacco PLC
168,800$5.2B0.20%
142
PLAYDave & Buster's Entertainment Inc
130,400$5.2B0.20%
143
PEPPepsiCo Inc
30,800$5.1B0.19%
144
DFHDream Finders Homes Inc
195,900$5.1B0.19%
145
PFEPfizer Inc
180,100$5.0B0.19%
146
NFGNational Fuel Gas Co
92,024$5.0B0.19%
147
AMAntero Midstream Corp
337,900$5.0B0.19%
148
GSKGSK PLC
129,060$5.0B0.19%
149
EQNREquinor ASA
170,300$4.9B0.18%
150
FTSFortis Inc/Canada
122,176$4.7B0.18%
151
MDUMDU Resources Group Inc
186,807$4.7B0.18%
152
WESWestern Midstream Partners LP
117,700$4.7B0.18%
153
TDToronto-Dominion Bank/The
84,800$4.7B0.18%
154
CMCSAComcast Corp
118,200$4.6B0.18%
155
MDTMedtronic PLC
58,700$4.6B0.17%
156
PBRPetroleo Brasileiro SA Petroleo
314,800$4.6B0.17%
157
KHCKraft Heinz Co/The
136,100$4.4B0.17%
158
SBUXStarbucks Corp
55,000$4.3B0.16%
159
KVUEKenvue Inc
233,300$4.2B0.16%
160
BMYBristol-Myers Squibb Co
101,900$4.2B0.16%
161
AMGNAmgen Inc
13,300$4.2B0.16%
162
GILDGilead Sciences Inc
59,900$4.1B0.16%
163
BCEBCE Inc
125,700$4.1B0.15%
164
DOWDow Inc
74,200$3.9B0.15%
165
SRSpire Inc
64,491$3.9B0.15%
166
CVSCVS Health Corp
64,800$3.8B0.14%
167
VLOValero Energy Corp
24,350$3.8B0.14%
168
WMBWilliams Cos Inc/The
89,652$3.8B0.14%
169
WSMWilliams-Sonoma Inc
13,400$3.8B0.14%
170
EOGEOG Resources Inc
30,030$3.8B0.14%
171
COPConocoPhillips
31,645$3.6B0.14%
172
GSGoldman Sachs Group Inc/The
7,750$3.5B0.13%
173
DDominion Energy Inc
67,277$3.3B0.12%
174
TSCOTractor Supply Co
12,200$3.3B0.12%
175
AZOAutoZone Inc
1,100$3.3B0.12%
176
LPLALPL Financial Holdings Inc
11,600$3.2B0.12%
177
HALHalliburton Co
95,850$3.2B0.12%
178
MCKMcKesson Corp
5,500$3.2B0.12%
179
URIUnited Rentals Inc
4,900$3.2B0.12%
180
HTBHomeTrust Bancshares Inc
105,000$3.2B0.12%
181
EBCEastern Bankshares Inc
225,000$3.1B0.12%
182
CATCaterpillar Inc
9,300$3.1B0.12%
183
PPLPPL Corp
112,019$3.1B0.12%
184
STLDSteel Dynamics Inc
23,900$3.1B0.12%
185
HCAHCA Healthcare Inc
9,600$3.1B0.12%
186
FW2NBanner Corp
62,000$3.1B0.12%
187
CPKChesapeake Utilities Corp
28,958$3.1B0.12%
188
AEEAmeren Corp
43,140$3.1B0.12%
189
AGREURAvangrid Inc
86,300$3.1B0.12%
190
BBYBest Buy Co Inc
36,300$3.1B0.12%
191
NVRNVR Inc
400$3.0B0.11%
192
KMBKimberly-Clark Corp
21,900$3.0B0.11%
193
MCHPMicrochip Technology Inc
33,036$3.0B0.11%
194
MPCMarathon Petroleum Corp
17,400$3.0B0.11%
195
ETRNUSDEquitrans Midstream Corp
232,500$3.0B0.11%
196
KRKroger Co/The
59,000$2.9B0.11%
197
PCARPACCAR Inc
28,600$2.9B0.11%
198
DVNDevon Energy Corp
62,100$2.9B0.11%
199
OCFCOceanFirst Financial Corp
185,000$2.9B0.11%
200
WNEBWestern New England Bancorp Inc
425,000$2.9B0.11%
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