Arkolith/Funds/Hussman Strategic Advisors, Inc.

Hussman Strategic Advisors, Inc.

CIK 1179475
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Hussman Strategic Advisors, Inc. holds a diversified book of 231 stocks worth $434.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Teradata Corp and trimmed Viasat Inc. Their largest long position is Pepsico Inc at 1% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show HUSSMAN STRATEGIC ADVISORS, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
66
new positions
Added to
40
existing
Trimmed
42
reduced
Sold out
103
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.1%
+17.9%/yr · since Nov '25
Their reported book
+13.2%
held from quarter-end
S&P 500
+11.5%
same window
$9K$10K$10K$11K$11KNov '25Dec '25Feb '26Apr '26Jun '26Aug '26
Hussman Strategic Advisors, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Hussman Strategic Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
6%
Top 10 holdings
10%
Top 20 holdings
19%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Health Care
22%
Information Technology
14%
Consumer Discretionary
14%
Industrials
12%
Financials
10%
Consumer Staples
7%
Energy
7%
Materials
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

231 positions
#SecurityValueShares% PortLast moveHistory
1Pepsico Inc
COM
$5.1M37.8K
1.2%
+260%
Added · +27K sh
2Ubiquiti Inc
COM
$5.0M9.4K
1.2%
+125%
Added · +5K sh
3Incyte Corp
COM
$4.8M42.0K
1.1%
+33%
Added · +11K sh
4Viasat Inc
COM
$4.7M52.5K
1.1%
−29%
Reduced · −21K sh
5Neurocrine Biosciences Inc
COM
$4.6M27.3K
1.1%
+30%
Added · +6K sh
6Biogen Inc
COM
$4.5M21.0K
1.0%
+233%
Added · +15K sh
7Hershey Co
COM
$4.4M25.2K
1.0%
+200%
Added · +17K sh
8Cimpress PLC
SHS EURO
$4.3M42.0K
1.0%
+100%
Added · +21K sh
9Ziff Davis Inc
COM
$3.8M73.5K
0.9%
+40%
Added · +21K sh
10United Nat Foods Inc
COM
$3.8M84.0K
0.9%
−20%
Reduced · −21K sh
11Ulta Beauty Inc
COM
$3.8M8.4K
0.9%
+14%
Added · +1K sh
12The Campbells Company
COM
$3.7M168.0K
0.9%
−20%
Reduced · −42K sh
13General Mills Inc
COM
$3.7M105.0K
0.8%
+67%
Added · +42K sh
14Teradata Corp Del
COM
$3.6M105.0K
0.8%
New
New position
15Dollar Gen Corp
COM
$3.6M31.5K
0.8%
Held
16American Eagle Outfitters In
COM
$3.6M210.0K
0.8%
Held
17Pacs Group Inc
COM SHS
$3.6M84.0K
0.8%
New
New position
18Aurinia Pharmaceuticals Inc
COM
$3.6M210.0K
0.8%
+150%
Added · +126K sh
19Madden Steven Ltd
COM
$3.5M84.0K
0.8%
Held
20Provident Finl Svcs Inc
COM
$3.5M147.0K
0.8%
New
New position
21Proto Labs Inc
COM
$3.4M42.0K
0.8%
−20%
Reduced · −11K sh
22Apa Corporation
COM
$3.4M105.0K
0.8%
Held
23Newmont Corp
COM
$3.4M36.6K
0.8%
+200%
Added · +24K sh
24Barrick MNG Corp
COM SHS
$3.4M91.5K
0.8%
+200%
Added · +61K sh
25Mercury Genl Corp New
COM
$3.4M31.5K
0.8%
+50%
Added · +11K sh
26Medpace Hldgs Inc
COM
$3.3M6.3K
0.8%
Held
27Tootsie Roll Inds Inc
COM
$3.3M84.0K
0.8%
+29%
Added · +19K sh
28Globus Med Inc
CL A
$3.3M42.0K
0.8%
New
New position
29Salesforce Inc
COM
$3.3M21.0K
0.8%
New
New position
30Halozyme Therapeutics Inc
COM
$3.3M42.0K
0.8%
−20%
Reduced · −11K sh
31Bank Ozk Little Rock Ark
COM
$3.3M63.0K
0.8%
New
New position
32Regeneron Pharmaceuticals
COM
$3.3M5.3K
0.8%
New
New position
33Match Group Inc New
COM
$3.2M84.0K
0.7%
+33%
Added · +21K sh
34Etsy Inc
COM
$3.2M42.0K
0.7%
−50%
Reduced · −42K sh
35Visteon Corp
COM NEW
$3.1M31.5K
0.7%
Held
36Yeti Hldgs Inc
COM
$3.1M63.0K
0.7%
Held
37Healthcare Svcs Group Inc
COM
$3.1M126.0K
0.7%
−25%
Reduced · −42K sh
38Amgen Inc
COM
$3.0M8.4K
0.7%
+60%
Added · +3K sh
39Nextpower Inc
CLASS A COM
$3.0M25.2K
0.7%
+50%
Added · +8K sh
40Alphabet Inc
CAP STK CL A
$3.0M8.4K
0.7%
New
New position
41T1 Energy Inc
COM NEW
$3.0M315.0K
0.7%
New
New position
42Inhibrx Biosciences Inc
COM
$3.0M31.5K
0.7%
New
New position
43Akamai Technologies Inc
COM
$3.0M25.2K
0.7%
+140%
Added · +15K sh
44Urban Outfitters Inc
COM
$3.0M42.0K
0.7%
Held
45Macys Inc
COM
$3.0M126.0K
0.7%
+20%
Added · +21K sh
46Bread Financial Holdings Inc
COM
$3.0M27.3K
0.7%
−13%
Reduced · −4K sh
47Ameresco Inc
CL A
$2.9M105.0K
0.7%
−17%
Reduced · −21K sh
48TG Therapeutics Inc
COM
$2.9M52.5K
0.7%
New
New position
49Agnico Eagle Mines Ltd
COM
$2.8M18.3K
0.7%
+200%
Added · +12K sh
50Lear Corp
COM NEW
$2.8M21.0K
0.6%
+100%
Added · +11K sh
Showing 50 of 231 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026231$434.0M13F-HR
Q1 2026Mar 31, 2026May 11, 2026268$462.5M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026252$413.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025270$461.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.