0000902584-13-000002.txt : 20130214 0000902584-13-000002.hdr.sgml : 20130214 20130214155719 ACCESSION NUMBER: 0000902584-13-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADVISORY RESEARCH INC CENTRAL INDEX KEY: 0000902584 IRS NUMBER: 132831881 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05637 FILM NUMBER: 13613376 BUSINESS ADDRESS: STREET 1: 180 N. STETSON STREET STREET 2: STE 5500 CITY: CHICAGO STATE: IL ZIP: 60601 BUSINESS PHONE: 3125651414 MAIL ADDRESS: STREET 1: 180 N. STETSON STREET STREET 2: SUITE 5780 CITY: CHICAGO STATE: IL ZIP: 60601 13F-HR 1 ari4q12.txt ARI 13F HR 4Q12 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Advisory Research, Inc. Address: 180 N. Stetson Ave., Suite 5500 Chicago, IL 60601 Form 13F File Number: 28-05030 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Brien O'Brien Phone: 312-565-1414 Signature, Place, and Date of Signing: /s/Brien O'Brien Chicago, IL 02/14/2013 ___________________________ _______________ __________ [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 350 Form 13F Information Table Value Total: $7,889,046 (thousands) List of Other Included Mangers: No. Form 13F File # Name 02 028-11097 Guggenheim Funds Investment Advisors LLC Title Value Shares/ InvstmtOtheVtg Auth Name of Issuer of claCUSIP (x$1000) Prn Amt DscretnMgrsSole None AGL RES INC COM 001204106 5317 133037 SOLE 133037 ADVANCED MICRO DEVIC COM 007903107 36 15196 SOLE 15196 AGREE REALTY CORP CO COM 008492100 1185 44250 SOLE 44250 AIR PRODS & CHEMS IN COM 009158106 16839 200421 SOLE 200421 ALAMO GROUP INC COM COM 011311107 1305 39990 SOLE 39990 ALCOA INC COM 013817101 245 28181 SOLE 28181 ALEXANDER & BALDWIN COM 014491104 83035 2827215 SOLE 2827215 AMERCO INC COM 023586100 52843 416711 SOLE 416711 AMERICAN EXPRESS CO COM 025816109 18102 314932 SOLE 314932 ANADARKO PETROLEUM COM 032511107 6994 94125 SOLE 94125 ANALOGIC CORP COM 032657207 31124 418895 SOLE 418895 ANDERSONS INC COM 034164103 40706 948868 SOLE 948868 ANNALY MTG MGMT INC COM 035710409 2431 173170 SOLE 173170 APOGEE ENTERPRISES I COM 037598109 13128 547667 SOLE 547667 APPLE INC COM 037833100 1016 1910 SOLE 1910 ASCENT MEDIA CORP CO COM 043632108 279 4500 SOLE 4500 ASSOCIATED BANC CORP COM 045487105 8063 614552 SOLE 614552 ASTEC INDS INC COM COM 046224101 1360 40760 SOLE 40760 ASTRAZENECA PLC SPON COM 046353108 2381 50370 SOLE 50370 ATLAS AIR WORLDWIDE COM 049164205 82900 1870481 SOLE 1870481 AVERY DENNISON CORP COM 053611109 30291 867441 SOLE 867441 AVNET INC COM 053807103 114696 3746995 SOLE 3746995 BANK OF AMERICA CORP 7.25%C 060505682 7667 6755 SOLE 6755 BBCN BANCORP INC COM COM 073295107 1443 124756 SOLE 124756 BECTON DICKINSON & C COM 075887109 13918 178005 SOLE 178005 BED BATH & BEYOND IN COM 075896100 15831 283159 SOLE 283159 BERKLEY W R CORP COM 084423102 48974 1297664 SOLE 1297664 BERKSHIRE HATHAWAY I COM 084670108 3754 28 SOLE 28 BERKSHIRE HATHAWAY I CLB 084670702 20561 229216 SOLE 229216 BEXIL CORP COM 088577101 4410 88200 SOLE 88200 BOSWELL J G CO COM 101205102 1210 1481 SOLE 1481 CIT GROUP INC COM 125581801 70379 1821411 SOLE 1821411 CABOT CORP COM 127055101 63811 1603698 SOLE 1603698 CABOT OIL & GAS CORP COM 127097103 275 5531 SOLE 5531 CAPITAL SOUTHWEST CO COM 140501107 2727 27373 SOLE 27373 CARRIZO OIL & GAS IN COM 144577103 62103 2968590 SOLE 2968590 CASCADE CORP COM COM 147195101 1044 16241 SOLE 16241 CASEYS GEN STORES IN COM 147528103 106878 2012769 SOLE 2012769 CATERPILLAR INC COM 149123101 23188 258767 SOLE 258767 CENTURYLINK INC. 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