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Who owns HNNAWhat HNNA owns

What HENNESSY ADVISORS INC owns

The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F

$2.77B

disclosed stock portfolio

278

positions

2.4%

in MTZ

Positions, as of 2026-03-31

ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MTZMasTec Inc205,100$66.0M2.4%
2CASYCaseys Gen Stores Inc88,000$64.1M2.3%
3SNEXStoneX Group Inc706,050$56.9M2.1%
4ECHOEchoStar Corp476,900$55.8M2%
5VSATViasat Inc1.2M$55.2M2%
6DYDycom Industries Inc143,600$48.7M1.8%
7CHRWC H Robinson Worldwide Inc288,000$47.8M1.7%
8PRIMPrimoris Services Corp312,700$44.7M1.6%
9SNXTD SYNNEX Corp241,972$40.8M1.5%
10VISNVistance Networks Inc2.2M$40.7M1.5%
11GVAGranite Construction Inc335,200$40.2M1.5%
12SANMSanmina Corp304,900$39.5M1.4%
13CCKCrown Hldgs Inc385,500$38.6M1.4%
14MMacy's Inc2.1M$38.4M1.4%
15OKEONEOK Inc395,614$35.8M1.3%
16CAKECheesecake Factory Inc/The646,700$35.4M1.3%
17JLLJones Lang LaSalle Inc116,200$35.4M1.3%
18LDOSLeidos Holdings Inc217,500$33.8M1.2%
19LNGCheniere Energy Inc117,997$33.5M1.2%
20WMBWilliams Cos Inc/The450,282$32.8M1.2%
21JJacobs Solutions Inc250,500$31.9M1.2%
22NXSTNexstar Media Group Inc173,500$31.4M1.1%
23WWayfair Inc416,500$31.3M1.1%
24KMIKinder Morgan Inc921,731$30.9M1.1%
25AALAmerican Airls Group Inc.2.8M$30.2M1.1%
26ALVAutoliv Inc285,800$30.1M1.1%
27TRPTC Energy Corp459,700$28.8M1%
28CALMCal-Maine Foods Inc346,800$27.4M1%
29SRESempra279,380$27.1M1%
30PENNPenn Entertainment Inc1.8M$27.1M1%
31EQTEQT Corp423,700$27.0M1%
32LADLithia Motors Inc106,800$26.7M1%
33ENBEnbridge Inc492,465$26.7M1%
34ATOAtmos Energy Corp143,286$26.5M1%
35BRK/ABerkshire Halthaway Inc - CL A36$25.9M0.9%
36ATROAstronics Corp377,800$25.2M0.9%
37SOSouthern Co/The256,100$24.7M0.9%
38ACMAECOM285,700$24.2M0.9%
39VZVerizon Communications Inc444,685$22.3M0.8%
40LYFTLyft Inc1.6M$21.4M0.8%
41BTSGBrightSpring Health Services Inc488,300$20.8M0.8%
42DTMDT Midstream Inc148,080$19.9M0.7%
43PTONPeloton Interactive Inc4.5M$19.3M0.7%
44Millicom Intl Cellular S A252,100$18.9M0.7%
45WWWWolverine World Wide Inc1.1M$18.6M0.7%
46OPENOpendoor Technologies Inc3.7M$17.5M0.6%
47WECWEC Energy Group Inc149,140$17.3M0.6%
48NINiSource Inc358,481$16.7M0.6%
49NGGNational Grid PLC180,944$15.3M0.6%
50CNPCenterPoint Energy Inc334,228$14.4M0.5%
51MRKMerck & Co Inc117,800$14.2M0.5%
52CVXChevron Corp65,232$13.5M0.5%
53EDConsolidated Edison Inc115,436$13.1M0.5%
54CAHCardinal Health Inc60,100$12.7M0.5%
55UGIUGI Corp346,152$12.6M0.5%
56PSMTPriceSmart Inc82,600$12.4M0.4%
57PGProcter & Gamble Co/The86,050$12.4M0.4%
58DUKDuke Energy Corp94,887$12.4M0.4%
59JNJJohnson & Johnson50,800$12.4M0.4%
60PEGPublic Service Enterprise Group Inc153,290$12.4M0.4%
61PCGPG&E Corp705,449$12.4M0.4%
62KRKroger Co/The159,862$11.6M0.4%
63Csg Sys Intl Inc139,767$11.2M0.4%
64ETEnergy Transfer LP569,760$11.0M0.4%
65CMSCMS Energy Corp141,098$10.9M0.4%
66EZPWEZCORP Inc430,300$10.9M0.4%
67WMTWalmart Inc86,900$10.8M0.4%
68EPDEnterprise Products Partners LP285,390$10.8M0.4%
69PBIPitney Bowes Inc975,500$10.8M0.4%
70TRVTravelers Companies Inc36,900$10.8M0.4%
71KOCoca-Cola Co/The139,650$10.6M0.4%
72ALLAllstate Corp/The50,112$10.4M0.4%
73PRCHPorch Group Inc1.4M$10.0M0.4%
74EQNREquinor ASA233,800$9.9M0.4%
75FOXAFox Corp167,400$9.8M0.4%
76BMYBristol-Myers Squibb Co160,400$9.7M0.4%
77Fresh Del Monte Produce Inc239,945$9.7M0.3%
78GILDGilead Sciences Inc68,300$9.5M0.3%
79GHCGraham Holdings Co8,987$9.5M0.3%
80TDSTelephone and Data Systems Inc225,400$9.5M0.3%
81LYVLive Nation Entertainment Inc62,195$9.5M0.3%
82VIRTVirtu Financial Inc215,400$9.5M0.3%
83MOAltria Group Inc142,500$9.4M0.3%
84MPLXMPLX LP162,519$9.3M0.3%
85CHEFChefs Whse Inc155,598$9.3M0.3%
86COPConocoPhillips69,924$9.2M0.3%
87PEPPepsiCo Inc59,300$9.2M0.3%
88PBRPetroleo Brasileiro SA - Petrobras441,600$9.2M0.3%
89SUNSunoco LP/Sunoco Fin Corp140,200$9.1M0.3%
90PAAPlains All American Pipeline LP403,256$9.0M0.3%
91EXMOCExxon Mobil Corp53,012$9.0M0.3%
92Axis Cap Hldgs Ltd87,100$8.8M0.3%
93LLoews Corp82,400$8.8M0.3%
94CLColgate-Palmolive Co102,700$8.8M0.3%
95BHFBrighthouse Finl Inc145,847$8.7M0.3%
96HMNHorace Mann Educators Corp203,000$8.7M0.3%
97CNQCanadian Natural Resources Ltd176,900$8.6M0.3%
98HDHome Depot Inc/The25,550$8.4M0.3%
99EATBrinker International Inc58,700$8.4M0.3%
100ALHCAlignment Healthcare Inc471,600$8.3M0.3%

Source: SEC Form 13F-HR filed by HENNESSY ADVISORS INC (CIK 1145255), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.