Advisory Research’s Cal-Maine CALM Stock Holding History

Advisory Research’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Sell	44,612 -771	-2%	-$59.5K	0.36%	51
2026 Q1	$3.59M	Buy	45,383 +1,532	+3%	+$126K	0.44%	48
2025 Q4	$3.49M	Buy	+43,851	New	+$3.85M	0.44%	45
2016 Q1	–	Sell	-12,900	Closed	-$598K	–	265
2015 Q4	$598K	Buy	+12,900	New	+$695K	0.01%	223

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisory Research's CALM Position: Q2 2026 in Review

Advisory Research reduced its Cal-Maine (CALM) stake by 1.7% in Q2 2026, selling an estimated $59.5K and leaving 44,612 shares worth $3.59M. The position accounts for 0.36% of the portfolio, ranked #51.

Advisory Research first reported a position in CALM in Q4 2015 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Advisory Research held 44,612 shares of Cal-Maine worth $3.59M as of Q2 2026.
Advisory Research sold 771 Cal-Maine shares in Q2 2026, an estimated $59.5K.
Cal-Maine made up 0.36% of Advisory Research's portfolio in Q2 2026, its #51 holding.
Advisory Research first reported a position in Cal-Maine in Q4 2015 and has held it in 4 quarters since.
456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.