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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HENNESSY ADVISORS INC

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0000897069-25-001186

Total Value
$3.00B
Positions
340
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (340)

#IssuerTicker / CUSIPSharesValue% of Filing
1Brinker International Inc109641100577,600$104.2M3.47%
2UGI Corp9026811052,269,952$82.7M2.76%
3Cheesecake Factory IncCAKE1,091,400$68.4M2.28%
4Oscar Health IncOSCR2,871,700$61.6M2.05%
5Dycom Industries Inc267475101236,700$57.8M1.93%
6Peloton Interactive IncPTON8,039,800$55.8M1.86%
7Post Holdings IncPOST494,600$53.9M1.80%
8Granite Construction IncGVA571,000$53.4M1.78%
9Alaska Air Group IncALK1,044,800$51.7M1.72%
10Cinemark Holdings IncCNK1,632,000$49.3M1.64%
11Mattel IncMAT2,463,400$48.6M1.62%
12Lincoln National Corp5341871091,402,000$48.5M1.62%
13Ingredion IncINGR349,700$47.4M1.58%
14Redfin Corp75737F1084,181,000$46.8M1.56%
15Fluor CorpFLR853,700$43.8M1.46%
16World Kinect CorpWKC1,512,134$42.9M1.43%
17Voya Financial IncVOYA-PB562,000$39.9M1.33%
18RingCentral IncRNG1,383,800$39.2M1.31%
19Herc Holdings IncHRI272,959$35.9M1.20%
20Cheniere Energy IncLNG135,467$33.0M1.10%
21Graphic Packaging Holding CoGPK1,559,900$32.9M1.10%
22Newell Brands IncNWL5,966,000$32.2M1.07%
23KBR IncKBR665,900$31.9M1.06%
24ONEOK IncOKE387,154$31.6M1.05%
25Meritage Homes CorpMTH460,300$30.8M1.03%
26Lumen Technologies IncLUMN6,966,200$30.5M1.02%
27EQT CorpEQT519,798$30.3M1.01%
28Kinder Morgan IncEP-PC1,028,861$30.2M1.01%
29M/I Homes IncMHO269,500$30.2M1.01%
30MDU Resources Group Inc5526901091,806,207$30.1M1.00%
31Insight Enterprises IncNSIT211,700$29.2M0.97%
32KB HomeKBH550,700$29.2M0.97%
33Hanesbrands Inc4103451026,268,600$28.7M0.96%
34TC Energy CorpTRPRF557,830$27.2M0.91%
35Southern CoSOMN282,900$26.0M0.87%
36Atmos Energy CorpATO164,286$25.3M0.84%
37Everus Constr GroupEVEX-WT394,375$25.1M0.84%
38SempraSREA324,880$24.6M0.82%
39Enbridge IncENNPF542,465$24.6M0.82%
40Berkshire Halthaway Inc DelBRK-A33$24.1M0.80%
41Verizon Communications IncVZ471,835$20.4M0.68%
42Porch Group IncPRCH1,663,000$19.6M0.65%
43DT Midstream IncDTM173,440$19.1M0.64%
44WEC Energy Group IncWEC173,040$18.0M0.60%
45NiSource IncNI417,281$16.8M0.56%
46Kroger CoKR234,162$16.8M0.56%
47Groupon IncGRPN494,000$16.5M0.55%
48National Grid PLCNMPWP211,044$15.7M0.52%
49Public Service Enterprise Group Inc744573106184,890$15.6M0.52%
50Cardinal Health IncCAH92,400$15.5M0.52%
51Astronics CorpATROB449,400$15.0M0.50%
52CenterPoint Energy IncCNP405,328$14.9M0.50%
53Consolidated Edison IncED138,936$13.9M0.46%
54BrightSpring Health Services Inc10950A106580,800$13.7M0.46%
55Duke Energy CorpDUKB114,387$13.5M0.45%
56Pitney Bowes IncPBI-PB1,160,400$12.7M0.42%
57Johnson & JohnsonJNJ80,650$12.3M0.41%
58International Business Machines CorpINTR41,600$12.3M0.41%
59Philip Morris International Inc71817210966,900$12.2M0.41%
60PG&E CorpPCG-PX851,149$11.9M0.40%
61Chefs Whse Inc163086101184,998$11.8M0.39%
62CMS Energy CorpCMS-PC167,498$11.6M0.39%
63Fresenius Medical Care AGFMCQF401,800$11.5M0.38%
64Virtu Finl Inc928254101256,200$11.5M0.38%
65Millicom Intl Cellular S AL6388F110299,900$11.2M0.37%
66Caseys Gen Stores Inc14752810322,000$11.2M0.37%
67Live Nation Entertainment IncLYV73,995$11.2M0.37%
68Fox CorpFOX199,100$11.2M0.37%
69CSG Systems International Inc126349109166,267$10.9M0.36%
70Axis Cap Hldgs LtdG0692U109103,600$10.8M0.36%
71Charter Communications Inc N16119P10826,300$10.8M0.36%
72Cisco Systems IncCSCO153,250$10.6M0.35%
73ADT Inc DelADT1,251,700$10.6M0.35%
74Driven Brands Holdings IncDRVN601,500$10.6M0.35%
75Coca Cola CoKO149,150$10.6M0.35%
76Energy Transfer LPET-PI580,930$10.5M0.35%
77Horace Mann Educators Corp440327104241,500$10.4M0.35%
78PriceSmart IncPSMT98,300$10.3M0.34%
79StoneX Group IncSNEX112,200$10.2M0.34%
80Graham Hldgs CoGHM10,787$10.2M0.34%
81EverQuote IncEVER420,600$10.2M0.34%
82Walmart IncWMT103,300$10.1M0.34%
83Merck & Co IncMRK125,500$9.9M0.33%
84Enterprise Prods Partners L293792107310,050$9.6M0.32%
85Telephone and Data Sys IncTDS-PV268,100$9.5M0.32%
86BJS Whsl Club Hldgs Inc05550J10187,700$9.5M0.32%
87Chevron CorpCVX65,482$9.4M0.31%
88Brighthouse Finl nc10922N103173,447$9.3M0.31%
89Fresh Del Monte Produce IncFDP285,445$9.3M0.31%
90MPLX LPMPLXP179,549$9.2M0.31%
91Altria Group IncMO156,900$9.2M0.31%
92Markel Group IncMKL4,600$9.2M0.31%
93McDonald's CorpMCD31,200$9.1M0.30%
94Loews CorpL98,000$9.0M0.30%
95Sunoco LP/Sunoco FIN CorpSUN166,800$8.9M0.30%
96Allstate CorpALL-PJ43,712$8.8M0.29%
97Hanover InsGroup Inc41086710551,700$8.8M0.29%
98Procter and Gamble Co74271810954,950$8.8M0.29%
99Weis Mkts Inc948849104120,679$8.7M0.29%
100Nomad Foods LtdNOMD507,200$8.6M0.29%
101Travelers Companies IncTRV32,200$8.6M0.29%
102Old Rep Intl Corp680223104223,998$8.6M0.29%
103Unum GroupUNMA106,400$8.6M0.29%
104Compass IncCOMP1,333,400$8.4M0.28%
105Pilgrims Pride CorpPPC183,500$8.3M0.28%
106ConocoPhillipsCOP90,724$8.1M0.27%
107CNO Finll Group Inc12621E103211,000$8.1M0.27%
108Southwest Gas Holdings IncSWX108,617$8.1M0.27%
109Plains All Amern Pipeline L726503105438,196$8.0M0.27%
110Alignment Healthcare IncALHC560,900$7.9M0.26%
111Citigroup IncC-PR90,400$7.7M0.26%
112Xcel Energy IncXELLL111,999$7.6M0.25%
113Fidelity National FinancialFNF133,300$7.5M0.25%
114National Fuel Gas CoNFG87,924$7.4M0.25%
115Wells Fargo & Co94974610191,000$7.3M0.24%
116PepsiCo IncPEP54,900$7.2M0.24%
117Bank of America Corp060505104152,600$7.2M0.24%
118CVS Health CorpCVS104,000$7.2M0.24%
119Root IncROOT56,002$7.2M0.24%
120AT&T IncT-PC245,560$7.1M0.24%
121EZCORP IncEZPW511,800$7.1M0.24%
122Toronto-Dominion Bk OntTORO95,200$7.0M0.23%
123DTE Energy CoDTK51,304$6.8M0.23%
124Morgan StanleyMS-PQ47,200$6.6M0.22%
125Gilead Sciences IncGILD59,600$6.6M0.22%
126RTX CorpRTX45,200$6.6M0.22%
127Exelon CorpEXC151,731$6.6M0.22%
128HSBC Holdings PLCHBCYF108,100$6.6M0.22%
129Abbott LabsABLZF48,200$6.6M0.22%
130ONE Gas IncOGS90,675$6.5M0.22%
131Antero Midstream CorpAM343,840$6.5M0.22%
132Mondelez Intl Inc60920710594,600$6.4M0.21%
133PPL CorpPPLC186,919$6.3M0.21%
134United Parcel Service IncUPS62,600$6.3M0.21%
135GSK PLCGLAXF163,660$6.3M0.21%
136Canadian Nat Res Ltd136385101195,500$6.1M0.20%
137Exxon Mobil CorpXOM56,912$6.1M0.20%
138Unilever PLCUNLYF98,300$6.0M0.20%
139Royal Bk Cda78008710245,400$6.0M0.20%
140AbbVie IncABBV31,900$5.9M0.20%
141Suncor Energy Inc NEWSU157,760$5.9M0.20%
142Ford Motor Co345370860537,600$5.8M0.19%
143Shell PLCRYDAF82,000$5.8M0.19%
144Williams Cos Inc96945710091,232$5.7M0.19%
145New Jersey Resources CorpNJR126,534$5.7M0.19%
146TotalEnergies SETTE92,000$5.6M0.19%
147Nike IncNKE78,950$5.6M0.19%
148Colgate-Palmolive CoCL61,700$5.6M0.19%
149Equinor ASASTOHF219,600$5.5M0.18%
150Medtronic PLCMDT62,100$5.4M0.18%
151Fortis IncFTRSF112,376$5.4M0.18%
152Comcast Corp NewCCZ149,600$5.3M0.18%
153Starbucks CorpSBUX57,500$5.3M0.18%
154BP PLCBPPFF172,700$5.2M0.17%
155Pfizer IncPFE208,100$5.0M0.17%
156Petroleo Brasileiro SA - Petrobras71654V408398,900$5.0M0.17%
157Home Depot IncHD13,400$4.9M0.16%
158Schlumberger LtdSLB143,410$4.8M0.16%
159Kraft Heinz CoKHC187,000$4.8M0.16%
160Dominion Energy IncD84,477$4.8M0.16%
161Western Midstream Partners LPWES119,770$4.6M0.15%
162Spire IncSRJN62,241$4.5M0.15%
163Essential Utilities Inc29670G102122,200$4.5M0.15%
164Bristol-Myers Squibb CoCELG-RI97,200$4.5M0.15%
165Ameren CorpAEE41,880$4.0M0.13%
166Amgen IncAMGN13,850$3.9M0.13%
167Jabil IncJBL16,955$3.7M0.12%
168Freeport-McMoRan IncFCX83,420$3.6M0.12%
169Chesapeake Utilities Corp16530310829,558$3.6M0.12%
170Bread Financial Holdings IncBFH-PA60,000$3.4M0.11%
171OceanFirst Financial Corp675234108190,000$3.3M0.11%
172Banc of California IncBANC-PF233,000$3.3M0.11%
173Cencora IncCOR10,900$3.3M0.11%
174HCA Healthcare IncHCA8,500$3.3M0.11%
175Ferguson Enterprises IncFERG14,800$3.2M0.11%
176WaFd IncWAFDP110,000$3.2M0.11%
177NB Bancorp IncNBBK180,000$3.2M0.11%
178BankUnited IncBKU90,000$3.2M0.11%
179Darden Restaurants IncDRI14,600$3.2M0.11%
180Pacific Premier Bancorp Inc69478X105150,000$3.2M0.11%
181Provident Financial Services Inc74386T105180,000$3.2M0.11%
182ConnectOne Bancorp IncCNOBP135,000$3.1M0.10%
183Ulta Beauty IncULTA6,500$3.0M0.10%
184Black Hills CorpBKH53,647$3.0M0.10%
185Deere & CoDE5,900$3.0M0.10%
186EOG Resources IncEOG25,030$3.0M0.10%
187Hingham Institution For Savings The43332310212,000$3.0M0.10%
188AutoZone IncAZO800$3.0M0.10%
189Dell Technologies IncDELL24,100$3.0M0.10%
190Progressive Corp74331510310,900$2.9M0.10%
1913M CoMMM18,800$2.9M0.10%
192Hershey CoHSY17,200$2.9M0.10%
193LPL Financial Holdings Inc50212V1007,600$2.8M0.10%
194Flagstar Financial IncFLG-PU262,000$2.8M0.09%
195Targa Resources CorpTRGP15,770$2.7M0.09%
196Sysco CorpSYY36,100$2.7M0.09%
197Eagle Bancorp IncEGBN140,000$2.7M0.09%
198Leidos Holdings IncLDOS17,000$2.7M0.09%
199Kimberly-Clark CorpKMB20,800$2.7M0.09%
200QUALCOMM IncQCOM16,821$2.7M0.09%
201Caterpillar IncCAT6,900$2.7M0.09%
202Western New England Bancorp Inc958892101290,000$2.7M0.09%
203CDW Corp/DECDW14,733$2.6M0.09%
204Union Pacific CorpUNP11,300$2.6M0.09%
205Associated Banc-CorpASBA105,000$2.6M0.09%
206Independent Bank Corp45383610840,000$2.5M0.08%
207Lockheed Martin CorpLMT5,400$2.5M0.08%
208Carlisle Cos Inc1423391006,600$2.5M0.08%
209NetApp IncNTAP22,996$2.5M0.08%
210Hess CorpHESM17,600$2.4M0.08%
211Wintrust Financial Corp97650W10819,500$2.4M0.08%
212PulteGroup Inc74586710122,700$2.4M0.08%
213Halliburton CoHAL117,180$2.4M0.08%
214GoDaddy IncGDDY13,200$2.4M0.08%
215Snap-on IncSNA7,600$2.4M0.08%
216DR Horton Inc23331A10918,000$2.3M0.08%
217Alliant Energy CorpLNT38,050$2.3M0.08%
218Northwest Natural Holding Co66765N10557,803$2.3M0.08%
219PACCAR IncPCAR24,000$2.3M0.08%
220Logitech Intll S AH5043023210,200$2.3M0.08%
221Devon Energy Corp25179M10370,100$2.2M0.07%
222NVR IncNVR300$2.2M0.07%
223Best Buy Co IncBBY32,600$2.2M0.07%
224Customers Bancorp IncCUBB37,000$2.2M0.07%
225Robinhood Markets Inc77070010223,000$2.2M0.07%
226Old National Bancorp/IN680033107100,000$2.1M0.07%
227Coinbase Global IncCOIN6,000$2.1M0.07%
228Booz Allen Hamilton Holding CorpBAH19,400$2.0M0.07%
229HP IncHPQ81,500$2.0M0.07%
230Target CorpTGT20,200$2.0M0.07%
231Eastern Bankshares IncEBC130,000$2.0M0.07%
232California BanCorpBCAL125,000$2.0M0.07%
233Delta Air Lines Inc DelDAL40,000$2.0M0.07%
234Builders FirstSource IncBLDR16,100$1.9M0.06%
235JPMORGAN CHASE & CO.VYLD6,000$1.7M0.06%
236Hancock Whitney CorpHWCPZ30,000$1.7M0.06%
237Block IncBSQKZ25,000$1.7M0.06%
238Capital One Financial Corp14040H1057,500$1.6M0.05%
239PNC Finl Svcs Group Inc6934751058,500$1.6M0.05%
240Truist Finl Corp89832Q10936,500$1.6M0.05%
241Visa IncV4,300$1.5M0.05%
242PayPal Holdings IncPYPL20,500$1.5M0.05%
243Mastercard IncMA2,700$1.5M0.05%
244Equitable Hldgs IncEQH-PC27,000$1.5M0.05%
245Goldman Sachs Group IncGSCE2,100$1.5M0.05%
246Berkshire Hathaway IncBRK-A3,000$1.5M0.05%
247MGE Energy IncMGEE15,279$1.4M0.05%
248Synchrony FinancialSYF-PB20,000$1.3M0.04%
249HomeTrust Bancshares IncHTB35,000$1.3M0.04%
250Chubb LimitedCB4,500$1.3M0.04%
251Banner CorpBANR20,000$1.3M0.04%
252Atlantic Un Bankshares Corp04911A10740,000$1.3M0.04%
253Brookline Bancorp Inc11373M107105,000$1.1M0.04%
254Etoro Group LtdETOR15,000$998,8500.03%
255Bancorp Inc DelTBBK17,000$968,4900.03%
256Avista CorpAVA25,372$962,8670.03%
257Algonquin Pwr Utils Corp015857105166,064$951,5470.03%
258Northwestern Energy Group InNWE17,998$923,2970.03%
259Rocket Cos Inc77311W10160,000$850,8000.03%
260Valero Energy CorpVLO5,950$799,7990.03%
261Unitil CorpUTL15,298$797,7910.03%
262NextEra Energy IncNEE-PW10,570$733,7690.02%
263Antero Resources CorpAR18,200$733,0960.02%
264Orange County Bancorp IncORANY25,000$646,0000.02%
265NOV IncNOV50,900$632,6870.02%
266Phillips 66PSX5,000$596,5000.02%
267Expand Energy CorpEXE4,900$573,0060.02%
268Diamondback Energy IncFANG4,120$566,0880.02%
269Tenaris S A88031M10912,000$448,8000.01%
270Citizens Financial Group IncCIA8,000$358,0000.01%
271RGC Resources IncRGCO15,654$350,3370.01%
272Helmerich & Payne IncHP22,000$333,5200.01%
273Northeast Community Bancorp Inc66412110012,000$278,9400.01%
274Schwab Charles CorpSCHW-PJ3,000$273,7200.01%
275Dow IncDOW7,950$210,5160.01%
276Chime Financial Inc16935C1096,000$207,0600.01%
277Arlo Technologies IncARLO10,760$182,4900.01%
278Viasat IncVSAT11,370$166,0020.01%
279Zscaler IncZS518$162,6210.01%
280Oracle CorpORCL-PD735$160,6930.01%
281Pegasystems IncPEGA2,964$160,4410.01%
282ProFrac Holding CorpACDC20,000$155,2000.01%
283STMicroelectronics N VSTMEF4,996$151,9280.01%
284Nvidia CorporationNVDA920$145,3510.00%
285Axcelis Technologies IncACLS2,067$144,0490.00%
286Canadian Solar IncCSIQ12,979$143,2880.00%
287Lam Research CorpLRCX1,469$142,9920.00%
288Hewlett Packard Enterprise CoHPE-PC6,991$142,9660.00%
289ON Semiconductor CorpON2,723$142,7120.00%
290Crowdstrike Hldgs IncCRWD278$141,5880.00%
291Pure Storage Inc74624M1022,369$136,4070.00%
292KLA CORPKLAC151$135,2570.00%
293Dime Cmnty Bancshares Inc25432X1025,000$134,7000.00%
294Arista Networks IncANET1,312$134,2310.00%
295Skyworks Solutions IncSWKS1,779$132,5710.00%
296AppLovin CorpAPP378$132,3300.00%
297ScanSource IncSCSC3,140$131,2830.00%
298Meta Platforms IncMETA177$130,6420.00%
299Vishay Intertechnology IncVSH8,214$130,4380.00%
300Pinterest IncPINS3,628$130,1000.00%
301Bentley Sys IncBSY2,396$129,3120.00%
302TD SYNNEX CorporationSNX948$128,6440.00%
303ServiceNow IncNOW125$128,5100.00%
304Applied Matls Inc038222105689$126,1350.00%
305BlackLine IncBL2,212$125,2430.00%
306Palo Alto Networks IncPANW609$124,6260.00%
307Daktronics IncDAKT8,238$124,5590.00%
308Lowe's Cos Inc5486611071,381$124,4700.00%
309KeyCorp4932671087,000$121,9400.00%
310ASML Holding N VASMLF152$121,8110.00%
311Vontier CorporationVNT3,271$120,7000.00%
312Autodesk IncADSK387$119,8040.00%
313Avnet IncAVT2,231$118,4210.00%
314Shutterstock IncSSTK6,197$117,4950.00%
315Gilat Satellite Networks LtdGILT16,420$116,4180.00%
316Telefonaktiebolaget LM Erics29482160813,622$115,5150.00%
317Qualys IncQLYS808$115,4390.00%
318United Microelectronics CorpUMC14,908$114,0460.00%
319Ituran Location and ControlM6158M1042,917$112,9750.00%
320Commvault Systems IncCVLT646$112,6170.00%
321Fortinet IncFTNT1,062$112,2750.00%
322UnitedHealth Group IncUNH350$109,1900.00%
323InterDigital IncIDCC482$108,0790.00%
324Adobe IncADBE278$107,5530.00%
325Teradata CorpTDC4,813$107,3780.00%
326Clear Secure IncYOU3,845$106,7370.00%
327INFOSYS LTDINFY5,660$104,8800.00%
328Apple IncAAPL511$104,8420.00%
329Docusign IncDOCU1,278$99,5430.00%
330Atlassian CorpTEAM490$99,5140.00%
331Gartner IncIT243$98,2250.00%
332Motorola Solutions IncMSI233$97,9670.00%
333DXC Technology CoDXC6,344$97,0000.00%
334Hackett Group IncHCKT3,583$91,0800.00%
335Ziff Davis IncZD2,876$87,0570.00%
336Cellebrite DI LtdCLBT5,169$82,7040.00%
337Priority Technology Holdings IncPRTHU10,000$77,8000.00%
338Entergy Corp NEWENO620$51,5340.00%
339Circle Internet Group IncCRCL200$36,2580.00%
340Allete Inc018522300375$24,0260.00%