13F-HR 1 ari2q2001hr.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION "Washington, DC 20549" FORM 13F FORM 13F HOLDINGS REPORT Report for the Quarter Ended: JUNE 30, 2001 "ADVISORY RESEARCH, INC. FORM 13F INFOMRATION TABLE" NAME OF ISSUER TITLE CUSIP VALUE SH/P INV VOTE OF CLASS (K) AMT DSC AUTH AAR CORP COMMON 000361105 6208 363037 SOLE SOLE ALASKA AIR GRP COMMON 011659109 10410 360220 SOLE SOLE ALLIANCE BANC COMMON 01852J105 3121 105855 SOLE SOLE AMCOL INTL CORP COMMON 02341W103 7461 1243500 SOLE SOLE AMERICAN EXPRESS COMMON 025816109 1736 44742 SOLE SOLE AMRICN FIN HLDGS COMMON 026075101 16195 686106 SOLE SOLE AMRICN HOME PROD COMMON 026609107 260 4448 SOLE SOLE AMERICAN INTL COMMON 026874107 6264 72847 SOLE SOLE AMGEN INC COMMON 031162100 293 4825 SOLE SOLE APACHE CORP COMMON 037411105 379 7477 SOLE SOLE APRTMNT INV MNGT CL A 03748R101 2597 53877 SOLE SOLE A T & T COMMON 001957109 1242 56442 SOLE SOLE AUTO DATA PROC COMMON 053015103 2782 55976 SOLE SOLE AVIALL INC COMMON 05366B102 6812 620932 SOLE SOLE AVNET INC COMMON 053807103 7586 338362 SOLE SOLE BANK OF AMERICA COMMON 060505104 714 11900 SOLE SOLE BAXTER INTL INC COMMON 071813109 2772 56574 SOLE SOLE BAYVIEW CAP CORP COMMON 07262L101 16155 2159732 SOLE SOLE BB&T CORP COMMON 054937107 1246 33946 SOLE SOLE BCE INC COMMON 05534B109 3372 128204 SOLE SOLE BERKSHIRE HATH COMMON 084670108 347 5 SOLE SOLE BERKSHIRE HATH CL B 008467020 4540 1974 SOLE SOLE BLAIR CORP COMMON 092828102 7067 433586 SOLE SOLE BOCA RESORTS CL A 09688T106 8860 601487 SOLE SOLE BOEING CO COMMON 097023105 1915 34446 SOLE SOLE BOISE CASCADE COMMON 097383103 11734 333634 SOLE SOLE BP AMOCO P L C ADR SPO 055622104 2938 58940 SOLE SOLE BRISTOL MYRS SQB COMMON 110122108 276 5285 SOLE SOLE BROOKLINE BANC COMMON 113739106 9527 678588 SOLE SOLE BURLINGTON COAT COMMON 121579106 1208 60400 SOLE SOLE CAPITAL TRUST COMMON 14052H100 6373 988000 SOLE SOLE CAPITOL FED FNCL COMMON 14057C106 1740 90000 SOLE SOLE CARDINAL HEALTH COMMON 141494108 7377 106918 SOLE SOLE CARRIZO OIL&GAS COMMON 144577103 1670 308700 SOLE SOLE CATALINA MKTING COMMON 148867104 3442 112814 SOLE SOLE CATERPILLAR INC COMMON 149123101 3766 75250 SOLE SOLE CELERITEK INC COMMON 150926103 16178 1082170 SOLE SOLE CHARMING SHOPPES COMMON 161133103 15532 2588596 SOLE SOLE CITIGROUP INC COMMON 172967101 7023 132915 SOLE SOLE CITIZENS COMMUN CL B 177342201 9939 826167 SOLE SOLE COCA COLA CO COMMON 191216100 1991 44255 SOLE SOLE COLGATE PALMOLV COMMON 194162103 2520 42724 SOLE SOLE COMMONWEALTH TEL COMMON 203349105 2397 56727 SOLE SOLE COMMUNITY SVGS COMMON 204037105 3607 249600 SOLE SOLE DAISYTEK INTL COMMON 234053106 21114 1340592 SOLE SOLE DELUXE CORP COMMON 248019101 9782 338493 SOLE SOLE DISCOUNT AUTO COMMON 254642101 231 21300 SOLE SOLE DOW JONES & CO COMMON 260561105 1861 31174 SOLE SOLE DUKE ENERGY COMMON 264399106 356 9138 SOLE SOLE EMERSON ELEC COMMON 291011104 2071 34227 SOLE SOLE EQUITY RES PTYS CONV E 29476L883 2873 91950 SOLE SOLE EQUITY RES PTYS SH BEN 29476L107 744 13150 SOLE SOLE EVERGREEN RES COMMON 299900308 42845 1127505 SOLE SOLE EXXON MOBIL COMMON 30231G102 560 6409 SOLE SOLE FED AGRIC MTG CL C 313148306 3048 95300 SOLE SOLE FED HOME LN MTG COMMON 313400301 233 3332 SOLE SOLE FED NATL MTG COMMON 313586109 324 3808 SOLE SOLE FINISH LINE INC CL A 317923100 16231 1299520 SOLE SOLE FIRSTFED FINCL COMMON 337907109 3355 112600 SOLE SOLE FPL GROUP INC COMMON 302571104 224 3714 SOLE SOLE GANNETT INC COMMON 364730101 2232 33866 SOLE SOLE GAP INC COMMON 364760108 3817 131627 SOLE SOLE GENERAL ELEC COMMON 369604103 4852 99526 SOLE SOLE GENERAL MLS COMMON 370334104 292 6673 SOLE SOLE GUIDANT CORP COMMON 401698105 203 5641 SOLE SOLE HASBRO INC COMMON 418056107 2802 1963917 SOLE SOLE HEWLETT PACKARD COMMON 428236103 519 18154 SOLE SOLE HOUSEHOLD INTL COMMON 441815107 7213 108143 SOLE SOLE HUDSON CITY BANC COMMON 443683107 1639 71000 SOLE SOLE HUGOTRON RTY COMMON 444717102 314 25000 SOLE SOLE ILLINOIS TOOLWKS COMMON 452308109 2151 33989 SOLE SOLE INTEL CORP COMMON 458140100 1865 63766 SOLE SOLE IBM COMMON 459200101 2603 23033 SOLE SOLE JAKKS PAC INC COMMON 47012E106 12503 668590 SOLE SOLE JEFFERIES GROUP COMMON 472319102 20995 647984 SOLE SOLE JOHNSON&JOHNSON COMMON 478160104 2924 58472 SOLE SOLE KEY PRODTN INC COMMON 493138101 6288 377649 SOLE SOLE LEUCADIA NATL COMMON 527288104 6938 213817 SOLE SOLE LILLY ELI & CO COMMON 532457108 253 3425 SOLE SOLE MAF BANCORP COMMON 55261R108 13325 434053 SOLE SOLE MARSH & MCLENNAN COMMON 571748102 206 2039 SOLE SOLE MARSHALL&ILSLEY COMMON 571834100 1021 18938 SOLE SOLE MEDIMMUNE INC COMMON 584699102 273 5771 SOLE SOLE MEDTRONIC INC COMMON 585055106 5852 127189 SOLE SOLE MERCK & CO INC COMMON 589331107 578 9048 SOLE SOLE METHODE ELECTRNC COMMON 591520200 12626 1468202 SOLE SOLE MICROSOFT COMMON 594918104 309 4238 SOLE SOLE MINNESOTA MNG COMMON 604059105 428 3749 SOLE SOLE MISSION RESRCES COMMON 605109107 1985 293600 SOLE SOLE MONY GROUP INC COMMON 615337102 29219 728119 SOLE SOLE NASDAQ 100 TR SER 1 631100104 803 17584 SOLE SOLE NOKIA CORP COMMON 654902204 3514 159420 SOLE SOLE NORTHERN TRUST COMMON 665859104 5409 86553 SOLE SOLE OMNICOM GROUP COMMON 681919106 3102 36071 SOLE SOLE ORACLE CORP COMMON 68389X105 393 20711 SOLE SOLE PEPSICO INC COMMON 713448108 2735 61875 SOLE SOLE PFIZER INC COMMON 717081103 6610 165036 SOLE SOLE PHARMACIA CORP COMMON 71713U102 1250 27210 SOLE SOLE PHILLIPS PETE CO COMMON 718507106 551 9660 SOLE SOLE PICO HLDGS INC COMMON 693366205 2259 154500 SOLE SOLE PIONEER NAT RES COMMON 723787107 20811 1220596 SOLE SOLE PLAINS ALL AMER COMMON 726503105 16152 697742 SOLE SOLE PLAINS RES INC COMMON 726540503 25084 1045184 SOLE SOLE PRICE COMMUN COMMON 741437305 1346 66666 SOLE SOLE PRIMA ENERGY COMMON 741901201 4505 187000 SOLE SOLE PROGRESS ENERGY COMMON 743263105 300 6681 SOLE SOLE PSS WORLD MED COMMON 69366A100 7979 1240863 SOLE SOLE ROYAL DUTCH PETE COMMON 780257804 258 4429 SOLE SOLE RURAL CELLULAR CL A 781904107 6278 138600 SOLE SOLE SAFEWAY INC COMMON 786514208 1664 34668 SOLE SOLE SBC COMMUN COMMON 78387G103 266 6631 SOLE SOLE SCHLUMBERGER COMMON 806857108 389 7390 SOLE SOLE SCHNITZER STL CL A 806882106 3366 236200 SOLE SOLE SCHULMAN A INC COMMON 808194104 1080 80000 SOLE SOLE SCHWAB CHARLES COMMON 808513105 705 46052 SOLE SOLE SEACOAST FINL COMMON 81170Q106 6535 402155 SOLE SOLE SPDR TR UNIT SER 78462F103 1882 15350 SOLE SOLE STIFEL FINL COMMON 860630102 2250 185461 SOLE SOLE STRYKER CORP COMMON 863667101 3469 63252 SOLE SOLE SUN MICROSYSTMS COMMON 866810104 429 27305 SOLE SOLE SYSCO CORP COMMON 871829107 210 7750 SOLE SOLE TERADYNE INC COMMON 880770102 797 24069 SOLE SOLE TIMKEN CO COMMON 887389104 10938 645682 SOLE SOLE TRIBUNE CO NEW COMMON 896047107 631 15748 SOLE SOLE UBIQUITEL INC COMMON 903474302 1328 174800 SOLE SOLE UNITED TECH COMMON 913017109 2588 35333 SOLE SOLE UNITRIN INC COMMON 913275103 384 10000 SOLE SOLE USEC INC COMMON 90333E108 16993 2015833 SOLE SOLE VISTEON CORP COMMON 92839U107 25218 1372022 SOLE SOLE WALGREEN CO COMMON 931422109 4038 118234 SOLE SOLE WALMART STORES COMMON 931142103 242 4966 SOLE SOLE WELLMAN INC COMMON 949702104 358 20000 SOLE SOLE WELLSFORD RL PTY COMMON 950240101 4577 236530 SOLE SOLE WESTCORP INC COMMON 957907108 1227 57893 SOLE SOLE TOTAL