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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 Q4 2025 · Filed January 27, 2026 · Accession 0000897069-26-000187

Total Value
$2.82B
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1EchoStar CorpSATS526,800$57.3M2.03%
2Dycom Industries Inc267475101158,600$53.6M1.90%
3Caseys Gen Stores Inc14752810395,900$53.0M1.88%
4Macy's Inc55616P1042,343,500$51.7M1.83%
5C H Robinson Worldwide IncCHRW318,100$51.1M1.81%
6Sanmina CorporationSANM336,800$50.5M1.79%
7MasTec IncMTZ226,600$49.3M1.75%
8StoneX Group IncSNEX513,300$48.8M1.73%
9American Airls Group Inc.02376R1023,104,700$47.6M1.69%
10Wayfair IncW460,000$46.2M1.64%
11Viasat IncVSAT1,330,600$45.9M1.62%
12CommScope Holding Co Inc20337X1092,473,000$44.8M1.59%
13Crown Hldgs IncCCK425,800$43.8M1.55%
14Leidos Holdings IncLDOS241,900$43.6M1.55%
15Jones Lang LaSalle IncJLL128,400$43.2M1.53%
16Primoris Services Corp74164F103345,400$42.9M1.52%
17Granite Construction IncGVA370,300$42.7M1.51%
18TD SYNNEX CorpSNX266,300$40.0M1.42%
19Lithia Motors Inc536797103117,900$39.2M1.39%
20Nexstar Media Group IncNXST191,700$38.9M1.38%
21Autoliv IncALV315,700$37.5M1.33%
22Jacobs Solutions IncJ276,700$36.7M1.30%
23Cheesecake Factory Inc/TheCAKE714,400$36.1M1.28%
24Lyft IncLYFT1,780,900$34.5M1.22%
25Peloton Interactive IncPTON4,956,600$30.5M1.08%
26Cal Maine Foods IncCALM383,100$30.5M1.08%
27AECOMACM315,600$30.1M1.07%
28Williams Cos Inc/The969457100492,632$29.6M1.05%
29Penn Entertainment IncPENN1,993,600$29.4M1.04%
30ONEOK IncOKE395,954$29.1M1.03%
31Cheniere Energy IncLNG147,667$28.7M1.02%
32Kinder Morgan IncEP-PC1,011,461$27.8M0.99%
33TC Energy CorpTRPRF501,530$27.6M0.98%
34Berkshire Halthaway Inc - CL ABRK-A33$24.9M0.88%
35Enbridge IncENNPF506,265$24.2M0.86%
36Atmos Energy CorpATO144,386$24.2M0.86%
37Opendoor Technologies IncOPENZ4,125,400$24.1M0.85%
38SempraSREA271,580$24.0M0.85%
39Wolverine World Wide IncWWW1,261,800$22.9M0.81%
40EQT CorpEQT422,100$22.6M0.80%
41Southern Co/TheSOMN252,400$22.0M0.78%
42Astronics CorpATROB390,900$21.2M0.75%
43BrightSpring Health Services Inc10950A106505,300$18.9M0.67%
44DT Midstream IncDTM149,740$17.9M0.64%
45Verizon Communications IncVZ431,485$17.6M0.62%
46Cardinal Health IncCAH83,000$17.1M0.60%
47WEC Energy Group IncWEC149,140$15.7M0.56%
48Johnson & JohnsonJNJ74,050$15.3M0.54%
49NiSource IncNI362,781$15.1M0.54%
50Millicom Intl Cellular S AL6388F110260,900$14.5M0.51%
51National Grid PLCNMPWP180,644$14.0M0.50%
52UGI Corp902681105357,952$13.4M0.47%
53Porch Group IncPRCH1,446,500$13.2M0.47%
54Kroger Co/TheKR209,662$13.1M0.46%
55CenterPoint Energy IncCNP341,128$13.1M0.46%
56Merck & Co IncMRK121,850$12.8M0.45%
57Fox CorpFOX173,200$12.7M0.45%
58Public Service Enterprise Group Inc744573106156,390$12.6M0.45%
59Compass IncCOMP1,160,000$12.3M0.43%
60Consolidated Edison IncED117,636$11.7M0.41%
61PG&E CorpPCG-PX720,249$11.6M0.41%
62Duke Energy CorpDUKB96,787$11.3M0.40%
63Csg Sys Intl Inc126349109144,667$11.1M0.39%
64Pitney Bowes IncPBI-PB1,009,300$10.7M0.38%
65PriceSmart IncPSMT85,500$10.5M0.37%
66Graham Holdings CoGHM9,387$10.3M0.37%
67Philip Morris International Inc71817210963,800$10.2M0.36%
68CMS Energy CorpCMS-PC145,698$10.2M0.36%
69Chefs Whse Inc163086101160,998$10.0M0.36%
70Walmart IncWMT89,900$10.0M0.35%
71Citigroup IncC-PR85,800$10.0M0.35%
72Enterprise Products Partners LP293792107310,050$9.9M0.35%
73EverQuote IncEVER365,800$9.9M0.35%
74Brighthouse Finl Inc10922N103150,947$9.8M0.35%
75Coca-Cola Co/TheKO138,800$9.7M0.34%
76Horace Mann Educators Corp440327104210,000$9.7M0.34%
77Axis Cap Hldgs LtdG0692U10990,100$9.6M0.34%
78Alignment Healthcare IncALHC488,000$9.6M0.34%
79Energy Transfer LPET-PI580,930$9.6M0.34%
80Telephone and Data Systems IncTDS-PV233,300$9.6M0.34%
81MPLX LPMPLXP176,549$9.4M0.33%
82Chevron CorpCVX60,982$9.3M0.33%
83Live Nation Entertainment IncLYV64,395$9.2M0.33%
84Cisco Systems IncCSCO116,600$9.0M0.32%
85Loews CorpL85,200$9.0M0.32%
86International Business MachsINTR30,150$8.9M0.32%
87Old Rep Intl Corp680223104194,898$8.9M0.32%
88Fresh Del Monte Produce IncFDP248,345$8.8M0.31%
89ADT Inc DelADT1,089,000$8.8M0.31%
90Brinker International Inc10964110060,700$8.7M0.31%
91EZCORP IncEZPW445,300$8.6M0.31%
92Altria Group IncMO149,500$8.6M0.31%
93Markel Group IncMKL4,000$8.6M0.30%
94Toronto-Dominion Bank/TheTORO88,700$8.4M0.30%
95Morgan StanleyMS-PQ47,000$8.3M0.30%
96Fresenius Medical Care AGFMCQF349,500$8.3M0.30%
97Hanover Insurance Group Inc/The41086710544,900$8.2M0.29%
98Travelers Companies IncTRV28,000$8.1M0.29%
99Procter & Gamble Co/The74271810956,300$8.1M0.29%
100HSBC Holdings PLCHBCYF100,800$7.9M0.28%
101Bank of America Corp060505104143,700$7.9M0.28%
102Plains All American Pipeline LP726503105438,196$7.9M0.28%
103Allstate Corp/TheALL-PJ37,712$7.8M0.28%
104Wells Fargo & Co94974610184,000$7.8M0.28%
105CNO Financial Group Inc12621E103183,600$7.8M0.28%
106Driven Brands Hldgs IncDRVN523,200$7.8M0.27%
107RTX CorpRTX42,100$7.7M0.27%
108CVS Health CorpCVS97,000$7.7M0.27%
109Sunoco LP/Sunoco Fin CorpSUN145,100$7.6M0.27%
110Groupon IncGRPN429,800$7.6M0.27%
111Post Holdings IncPOST75,800$7.5M0.27%
112PepsiCo IncPEP52,300$7.5M0.27%
113GSK PLCGLAXF152,660$7.5M0.27%
114ConocoPhillipsCOP79,624$7.5M0.26%
115Virtu Financial Inc928254101222,900$7.4M0.26%
116Southwest Gas Holdings IncSWX92,217$7.4M0.26%
117McDonald's CorpMCD24,000$7.3M0.26%
118Royal Bank of Canada78008710242,300$7.2M0.26%
119Unum GroupUNMA92,600$7.2M0.25%
120Xcel Energy IncXELLL97,099$7.2M0.25%
121Bjs Whsl Club Hldgs Inc05550J10176,300$6.9M0.24%
122Gilead Sciences IncGILD55,600$6.8M0.24%
123AbbVie IncABBV29,700$6.8M0.24%
124Weis Markets Inc948849104104,979$6.7M0.24%
125Ford Motor Co345370860501,400$6.6M0.23%
126NIKE IncNKE101,100$6.4M0.23%
127Fidelity National Financial IncFNF116,000$6.3M0.22%
128Exxon Mobil CorpXOM52,612$6.3M0.22%
129Pilgrim's Pride CorpPPC159,600$6.2M0.22%
130Canadian Natural Resources Ltd136385101180,600$6.1M0.22%
131Suncor Energy Inc NewSU136,860$6.1M0.22%
132Antero Midstream CorpAM338,840$6.0M0.21%
133Home Depot Inc/TheHD17,450$6.0M0.21%
134United Parcel Service IncUPS59,600$5.9M0.21%
135ONE Gas IncOGS76,075$5.9M0.21%
136National Fuel Gas CoNFG71,324$5.7M0.20%
137AT&T IncT-PC228,960$5.7M0.20%
138Abbott LaboratoriesABLZF45,000$5.6M0.20%
139Shell PLCRYDAF76,500$5.6M0.20%
140TotalEnergies SETTE85,800$5.6M0.20%
141BP PLCBPPFF161,100$5.6M0.20%
142Medtronic PLCMDT57,900$5.6M0.20%
143DTE Energy CoDTK43,104$5.6M0.20%
144Exelon CorpEXC127,231$5.5M0.20%
145Nomad Foods LtdNOMD441,100$5.5M0.20%
146PPL CorpPPLC156,719$5.5M0.19%
147Unilever PLCUNLYF81,444$5.3M0.19%
148SLB LimitedSLB134,910$5.2M0.18%
149New Jersey Resources CorpNJR106,134$4.9M0.17%
150Bristol-Myers Squibb CoCELG-RI90,700$4.9M0.17%
151Fortis IncFTRSF94,176$4.9M0.17%
152Equinor ASASTOHF204,800$4.8M0.17%
153Pfizer IncPFE194,100$4.8M0.17%
154Charter Communications Inc16119P10822,900$4.8M0.17%
155Mondelez International Inc60920710588,200$4.7M0.17%
156Western Midstream Partners LPWES119,770$4.7M0.17%
157Colgate-Palmolive CoCL57,500$4.5M0.16%
158Starbucks CorpSBUX53,700$4.5M0.16%
159Petroleo Brasileiro SA - Petrobras71654V408372,000$4.4M0.16%
160Spire IncSRJN52,241$4.3M0.15%
161Amgen IncAMGN13,100$4.3M0.15%
162Kraft Heinz Co/TheKHC174,400$4.2M0.15%
163Comcast CorpCCZ139,500$4.2M0.15%
164Dominion Energy IncD70,877$4.2M0.15%
165Banc of California IncBANC-PF213,000$4.1M0.15%
166Essential Utilities Inc29670G102104,300$4.0M0.14%
167HCA Healthcare IncHCA8,500$4.0M0.14%
168Caterpillar IncCAT6,900$4.0M0.14%
169ULTA BEAUTY INCULTA6,500$3.9M0.14%
170Columbia Banking System Inc197236102138,000$3.9M0.14%
171Jabil IncJBL16,868$3.8M0.14%
172Freeport-McMoRan IncFCX75,620$3.8M0.14%
173ConnectOne Bancorp IncCNOBP145,000$3.8M0.13%
174Hingham Institution For Savings The43332310213,000$3.7M0.13%
175Cencora IncCOR10,900$3.7M0.13%
176Provident Financial Services Inc74386T105185,000$3.7M0.13%
177NB Bancorp IncNBBK181,000$3.6M0.13%
178WaFd IncWAFDP110,000$3.5M0.12%
179Root IncROOT48,702$3.5M0.12%
180MDU Resources Group Inc552690109179,707$3.5M0.12%
181Ameren CorpAEE35,080$3.5M0.12%
182Independent Bank Corp45383610847,000$3.4M0.12%
183Flagstar Financial IncFLG-PU270,000$3.4M0.12%
184Black Hills CorpBKH47,147$3.3M0.12%
185Ferguson Enterprises IncFERG14,700$3.3M0.12%
186OceanFirst Financial Corp675234108180,000$3.2M0.11%
187Hershey Co/TheHSY17,200$3.1M0.11%
188Chesapeake Utilities Corp16530310825,058$3.1M0.11%
189Eagle Bancorp IncEGBN145,000$3.1M0.11%
190Halliburton CoHAL109,780$3.1M0.11%
191Dell Technologies IncDELL24,000$3.0M0.11%
1923M CoMMM18,800$3.0M0.11%
193Targa Resources CorpTRGP15,770$2.9M0.10%
194BankUnited IncBKU65,000$2.9M0.10%
195QUALCOMM IncQCOM16,904$2.9M0.10%
196Delta Air Lines IncDAL39,800$2.8M0.10%
197LPL Financial Holdings Inc50212V1007,600$2.7M0.10%
198AutoZone IncAZO800$2.7M0.10%
199Bancorp Inc DelTBBK40,000$2.7M0.10%
200Deere & CoDE5,800$2.7M0.10%
201Darden Restaurants IncDRI14,500$2.7M0.09%
202PulteGroup Inc74586710122,600$2.7M0.09%
203Sysco CorpSYY35,900$2.6M0.09%
204Snap-on IncSNA7,600$2.6M0.09%
205EOG Resources IncEOG24,930$2.6M0.09%
206PACCAR IncPCAR23,900$2.6M0.09%
207Union Pacific CorpUNP11,300$2.6M0.09%
208Lockheed Martin CorpLMT5,400$2.6M0.09%
209DR Horton Inc23331A10918,000$2.6M0.09%
210Bread Financial Holdings IncBFH-PA35,000$2.6M0.09%
211Devon Energy Corp25179M10369,800$2.6M0.09%
212Wintrust Financial Corp97650W10818,000$2.5M0.09%
213Customers Bancorp IncCUBB34,000$2.5M0.09%
214Progressive Corp/The74331510310,800$2.5M0.09%
215NetApp IncNTAP22,842$2.4M0.09%
216Lowe's Cos Inc54866110710,100$2.4M0.09%
217Western New England Bancorp Inc958892101185,000$2.3M0.08%
218Northwest Natural Holding Co66765N10549,303$2.3M0.08%
219UnitedHealth Group IncUNH6,800$2.2M0.08%
220NVR IncNVR300$2.2M0.08%
221Best Buy Co IncBBY32,400$2.2M0.08%
222California BanCorpBCAL115,000$2.1M0.08%
223Old National Bancorp/IN68003310795,000$2.1M0.08%
224Carlisle Cos Inc1423391006,600$2.1M0.07%
225Alliant Energy CorpLNT32,450$2.1M0.07%
226Kimberly-Clark CorpKMB20,700$2.1M0.07%
227Eastern Bankshares IncEBC113,000$2.1M0.07%
228CDW Corp/DECDW14,882$2.0M0.07%
229Target CorpTGT20,100$2.0M0.07%
230HP IncHPQ81,100$1.8M0.06%
231Truist Financial Corp89832Q10936,500$1.8M0.06%
232Jpmorgan Chase & Co.VYLD5,500$1.8M0.06%
233GoDaddy IncGDDY14,116$1.8M0.06%
234Rocket Cos Inc77311W10190,000$1.7M0.06%
235Beacon Financial CorpBBT65,000$1.7M0.06%
236Capital One Financial Corp14040H1057,000$1.7M0.06%
237PNC Financial Services Group Inc/The6934751058,000$1.7M0.06%
238Builders FirstSource IncBLDR16,100$1.7M0.06%
239Booz Allen Hamilton Holding CorpBAH19,300$1.6M0.06%
240Avidia Bancorp IncAVBC95,000$1.6M0.06%
241Berkshire Hathaway IncBRK-A3,000$1.5M0.05%
242US BancorpUSB-PS28,000$1.5M0.05%
243Hancock Whitney CorpHWCPZ23,000$1.5M0.05%
244Visa IncV4,100$1.4M0.05%
245Mastercard IncorporatedMA2,500$1.4M0.05%
246Synchrony FinancialSYF-PB17,000$1.4M0.05%
247Associated Banc-CorpASBA55,000$1.4M0.05%
248PayPal Holdings IncPYPL24,000$1.4M0.05%
249Robinhood Markets Inc77070010211,000$1.2M0.04%
250Block IncBSQKZ18,000$1.2M0.04%
251MGE Energy IncMGEE13,279$1.0M0.04%
252Goldman Sachs Group Inc/TheGSCE1,100$966,9000.03%
253Northwestern Energy Group IncNWE14,798$955,0630.03%
254Coinbase Global IncCOIN4,000$904,5600.03%
255Atlantic UN Bankshares Corp04911A10725,000$882,5000.03%
256Algonquin Power & Utilities Corp015857105141,064$867,5440.03%
257Avista CorpAVA22,272$858,3630.03%
258NOV IncNOV45,900$717,4170.03%
259Unitil CorpUTL14,598$707,1270.03%
260Helmerich & Payne IncHP22,000$630,9600.02%
261Banner CorpBANR10,000$626,6000.02%
262Diamondback Energy IncFANG4,120$619,3600.02%
263Citizens Financial Group IncCIA10,000$584,1000.02%
264Antero Resources CorpAR15,700$541,0220.02%
265Fiserv IncFISV8,000$537,3600.02%
266NextEra Energy IncNEE-PW6,570$527,4400.02%
267Expand Energy CorpEXE4,400$485,5840.02%
268Equitable Hldgs Inc ComEQH-PC10,000$476,5000.02%
269Tenaris SA88031M10912,000$461,4000.02%
270Phillips 66PSX3,500$451,6400.02%
271Valero Energy CorpVLO2,700$439,5330.02%
272KeyCorp49326710820,000$412,8000.01%
273Chime Finl Inc16935C10915,000$377,5500.01%
274Etoro Group LtdETOR10,000$351,3000.01%
275Charles Schwab Corp/TheSCHW-PJ3,500$349,6850.01%
276RGC Resources IncRGCO13,454$286,5700.01%
277Magnum Ice Cream Co NVMICC17,900$283,7150.01%
278F&G Annuities & Life IncFGSN6,960$214,7160.01%
279Telefonaktiebolaget LM Ericsson29482160816,324$157,5270.01%
280United Microelectronics CorpUMC18,212$143,1460.01%
281ProFrac Holding CorpACDC35,000$136,1500.00%
282Endava PLCDAVA15,334$96,9110.00%
283Kearny Finl Corp MDBEKE10,000$74,1000.00%