HENNESSY ADVISORS INC

CIK 0001145255 · NOVATO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

HENNESSY ADVISORS INC reported 325 positions worth $3.13B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VSAT (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.13B
2026 Q2
Positions
325
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.0%
Est. Net Flow (Q)
2026 Q2
10 / 325 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VSATViasat IncSH$108.2M3.46%1,204,700
2SANMSanmina CorpSH$87.9M2.81%347,400
3MTZMasTec IncSH$85.3M2.73%205,100
4SNXTD SYNNEX CorpSH$75.3M2.41%281,600
5DYDycom Industries IncSH$72.6M2.32%143,600
6SNEXStoneX Group IncSH$66.9M2.14%564,600
7CHRWCH Robinson Worldwide IncSH$63.8M2.04%338,638
8CASYCasey's General Stores IncSH$55.2M1.77%69,500
9GVAGranite Construction IncSH$53.0M1.69%335,200
10CAKECheesecake Factory IncSH$51.4M1.64%646,700

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HENNESSY ADVISORS INC hold as of Q2 2026?

HENNESSY ADVISORS INC reported 325 positions worth $3.13B in its Q2 2026 13F filing. Largest positions: VSAT (3.5%), SANM (2.8%), MTZ (2.7%), SNX (2.4%) and DY (2.3%).

What did HENNESSY ADVISORS INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HENNESSY ADVISORS INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.