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
201
ASBAssociated Banc-Corp
135,000$2.9B0.11%
202
PHMPulteGroup Inc
25,600$2.8B0.11%
203
BANCBanc of California Inc
220,000$2.8B0.11%
204
LMTLockheed Martin Corp
6,000$2.8B0.11%
205
ABGCencora Inc
12,400$2.8B0.11%
206
LF2Pacific Premier Bancorp Inc
120,000$2.8B0.10%
207
OMCOmnicom Group Inc
30,400$2.7B0.10%
208
WAFDWaFd Inc
95,000$2.7B0.10%
209
LOWLowe's Cos Inc
12,300$2.7B0.10%
210
GPCGenuine Parts Co
19,600$2.7B0.10%
211
BB3Brookline Bancorp Inc
320,000$2.7B0.10%
212
DGDollar General Corp
20,200$2.7B0.10%
213
MASMasco Corp
39,700$2.6B0.10%
214
BKUBankUnited Inc
90,000$2.6B0.10%
215
HSYHershey Co/The
14,200$2.6B0.10%
216
DEDeere & Co
6,900$2.6B0.10%
217
UGIUGI Corp
112,352$2.6B0.10%
218
DRIDarden Restaurants Inc
16,900$2.6B0.10%
219
CFCF Industries Holdings Inc
34,400$2.5B0.10%
220
NUENucor Corp
16,100$2.5B0.10%
221
BKHBlack Hills Corp
46,047$2.5B0.09%
222
ONON Semiconductor Corp
36,400$2.5B0.09%
223
WBAWalgreens Boots Alliance Inc
205,400$2.5B0.09%
224
DHIDR Horton Inc
17,500$2.5B0.09%
225
CTSHCognizant Technology Solutions Corp
36,200$2.5B0.09%
226
JBLJabil Inc
21,822$2.4B0.09%
227
NBBKNB Bancorp Inc
155,000$2.3B0.09%
228
UPSUnited Parcel Service Inc
17,000$2.3B0.09%
229
BLDRBuilders FirstSource Inc
16,200$2.2B0.08%
230
ULTAULTA BEAUTY INC
5,600$2.2B0.08%
231
HWCHancock Whitney Corp
45,000$2.2B0.08%
232
LWLamb Weston Holdings Inc
25,300$2.1B0.08%
233
ON1Old National Bancorp/IN
123,000$2.1B0.08%
234
TRGPTarga Resources Corp
15,500$2.0B0.08%
235
NWNNorthwest Natural Holding Co
55,103$2.0B0.08%
236
OBTOrange County Bancorp Inc
34,809$1.8B0.07%
237
INDBIndependent Bank Corp
35,000$1.8B0.07%
238
PQ3Provident Financial Services Inc
120,000$1.7B0.07%
239
BCALSouthern California Bancorp
124,000$1.7B0.06%
240
LNTAlliant Energy Corp
31,850$1.6B0.06%
241
MAMastercard Inc
3,600$1.6B0.06%
242
VVisa Inc
5,900$1.5B0.06%
243
MSBIMidland States Bancorp Inc
68,000$1.5B0.06%
244
UMBFUMB Financial Corp
18,000$1.5B0.06%
245
WF2Wintrust Financial Corp
15,000$1.5B0.06%
246
MCHBHomeStreet Inc
125,000$1.4B0.05%
247
TCBITexas Capital Bancshares Inc
23,000$1.4B0.05%
248
FBPFirst BanCorp/Puerto Rico
73,000$1.3B0.05%
249
PNCPNC Financial Services Group Inc/The
8,500$1.3B0.05%
250
PYPLPayPal Holdings Inc
21,500$1.2B0.05%
251
COINCoinbase Global Inc
5,500$1.2B0.05%
252
BRK/BBerkshire Hathaway Inc
3,000$1.2B0.05%
253
MTBM&T Bank Corp
8,000$1.2B0.05%
254
NECBNortheast Community Bancorp Inc
63,000$1.1B0.04%
255
COLBColumbia Banking System Inc
55,000$1.1B0.04%
256
KEYKeyCorp
76,000$1.1B0.04%
257
FFICFlushing Financial Corp
80,000$1.1B0.04%
258
FCNCAFirst Citizens BancShares Inc/NC
600$1.0B0.04%
259
NWENorthwestern Energy Group Inc
19,098$956.4M0.04%
260
AVAAvista Corp
25,972$898.9M0.03%
261
HIFSHingham Institution For Savings The
5,000$894.4M0.03%
262
SCHWCharles Schwab Corp/The
12,000$884.3M0.03%
263
TFCTRUIST FINANCIAL CORP
22,000$854.7M0.03%
264
COFCapital One Financial Corp
6,000$830.7M0.03%
265
WBSWebster Financial Corp
19,000$828.2M0.03%
266
FANGDiamondback Energy Inc
4,120$824.8M0.03%
267
UTLUnitil Corp
14,998$776.7M0.03%
268
ARAntero Resources Corp
23,200$757.0M0.03%
269
NEENextEra Energy Inc
10,570$748.5M0.03%
270
MRO*Marathon Oil Corp
25,800$739.7M0.03%
271
MG1MGE Energy Inc
9,879$738.2M0.03%
272
SEISolaris Oilfield Infrastructure Inc
82,920$711.5M0.03%
273
FCXFreeport-McMoRan Inc
14,420$700.8M0.03%
274
FITBFifth Third Bancorp
19,000$693.3M0.03%
275
CFGCitizens Financial Group Inc
19,000$684.6M0.03%
276
CQPCheniere Energy Partners LP
13,600$667.9M0.03%
277
SYFSynchrony Financial
14,000$660.7M0.03%
278
AQN.TOAlgonquin Power & Utilities Corp
108,564$636.2M0.02%
279
EQHEQUITABLE HLDGS INC COM
15,000$612.9M0.02%
280
SLBSchlumberger LTD
12,310$580.8M0.02%
281
CNOBConnectOne Bancorp Inc
30,000$566.7M0.02%
282
USBUS Bancorp
14,000$555.8M0.02%
283
DCOMDime Community Bancshares Inc
25,000$510.0M0.02%
284
PSXPhillips 66
3,500$494.1M0.02%
285
TELLEURTellurian Inc
625,190$433.0M0.02%
286
CRKComstock Resources Inc
40,000$415.2M0.02%
287
NOVNOV Inc
19,500$370.7M0.01%
288
ETREntergy Corp
3,360$359.5M0.01%
289
SOLVSolventum Corp
6,725$355.6M0.01%
290
RGCORGC Resources Inc
15,654$320.1M0.01%
291
TSTenaris SA
10,000$305.2M0.01%
292
IBTXUSDIndependent Bank Group Inc
5,000$227.6M0.01%
293
NYCBEURNew York Community Bancorp Inc
55,000$177.1M0.01%
294
EXTRExtreme Networks Inc
11,023$148.3M0.01%
295
ERICTelefonaktiebolaget LM Ericsson
23,957$147.8M0.01%
296
ARLOArlo Technologies Inc
10,574$137.9M0.01%
297
CLBTCellebrite DI Ltd
11,471$137.1M0.01%
298
UMCUnited Microelectronics Corp
15,627$136.9M0.01%
299
ASXASE Technology Holding Co Ltd
11,471$131.0M0.00%
300
MEIMethode Electronics Inc
10,684$110.6M0.00%
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