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Home > Institutional Investor > Hennessy Advisors Inc > Profile

Instuitional Investor - Hennessy Advisors Inc

Fund Profile
Filing Period:
Fund Name: Hennessy Advisors Inc
Portfolio Value $3,361,150,690
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Peloton Interactive Inc.
 PTON 9,800,000 $85,260,000 2.53%
2.
Alaska Air Group Inc.
 ALK 1,273,500 $82,459,125 2.45%
3.
Brinker International Inc
 EAT 619,000 $81,887,510 2.43%
4.
Newell Brands Inc.
 NWL 7,272,200 $72,431,112 2.15%
5.
Ugi Corp
 UGI 2,375,752 $67,067,479 1.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)