小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
River Road Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
River Road Asset Management, LLC
报告期 2026-03-31 · CIK 0001341401
持仓数
176
前50大市值合计
$6.08B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 51
减持 74
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
—
GoHealth Inc Class A
-$105.3M
4,343,312
-62%
增持
—
Axalta Coating Systems Ltd.
+$104.9M
6,195,756
+149%
建仓
—
Alight Inc Class A
+$93.3M
8,125,358
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
FISV
Fiserv, Inc.
+$79.8M
1,676,118
+76%
增持
NWSA
News Corporation Class A
+$79.3M
3,952,934
+643%
减持
CSCO
Cisco Systems, Inc.
-$79.2M
634,417
-70%
建仓
ACIW
ACI Worldwide, Inc.
+$77.9M
2,536,136
减持
—
Axis Capital Holdings Limited
-$70.3M
2,013,299
-39%
清仓
—
Nielsen Holdings Plc
-$65.5M
0
-100%
减持
—
Avaya Holdings Corp.
-$57.6M
8,036,426
-0%
减持
AAP
Advance Auto Parts, Inc.
-$54.7M
658,920
-30%
建仓
—
Willis Towers Watson Public Li
+$53.0M
227,962
减持
LBRDK
Liberty Broadband Corp. Class
-$51.2M
1,515,443
-16%
增持
PGR
Progressive Corporation
+$50.3M
1,537,609
+70%
建仓
KDP
Keurig Dr Pepper Inc.
+$49.5M
1,449,182
清仓
—
Foley Trasimene Acquisition Co
-$47.3M
0
-100%
增持
—
Air Transport Services Group,
+$41.9M
9,486,061
+9%
减持
FNF
Fidelity National Financial, I
-$38.7M
4,935,109
-18%
增持
—
American Equity Investment Lif
+$37.7M
5,321,184
+44%
减持
LKQ
LKQ Corporation
-$35.6M
4,725,108
-15%
减持
MUSA
Murphy USA, Inc.
+$31.3M
1,074,247
-3%
清仓
—
US Ecology, Inc.
-$30.3M
0
-100%
减持
DLTR
Dollar Tree, Inc.
-$29.9M
268,518
-52%
增持
—
Patterson Companies Incorporat
+$28.6M
1,877,559
+104%
减持
BMY
Bristol-Myers Squibb Company
-$27.3M
1,613,454
-12%
减持
CMCSA
Comcast Corporation Class A
-$23.5M
3,841,800
-8%
增持
CW
Curtiss-Wright Corporation
+$22.4M
430,159
+60%
减持
GD
General Dynamics Corporation
-$22.1M
71,423
-63%
减持
DXC
DXC Technology Co.
-$20.2M
1,936,095
-12%
增持
—
SP Plus Corporation
+$20.1M
1,625,948
+67%
减持
GOOG
Alphabet Inc. Class C
-$19.7M
10,232
-45%
减持
BJ
BJ's Wholesale Club Holdings,
-$19.4M
2,341,880
-25%
清仓
—
ORBCOMM Inc.
-$18.1M
0
-100%
减持
CVS
CVS Health Corporation
-$16.7M
194,679
-51%
增持
PLUS
ePlus inc.
+$16.3M
965,824
+1%
减持
—
Premier Inc. Class A
+$14.6M
6,864,224
-5%
增持
CACI
Caci International Inc Class A
+$13.9M
459,386
+10%
减持
QCOM
Qualcomm Inc
-$13.7M
525,357
-8%
减持
PRSU
Viad Corp
-$13.7M
834,935
-19%
清仓
PBF
PBF Energy, Inc. Class A
-$13.7M
0
-100%
减持
PNC
PNC Financial Services Group,
-$13.4M
92,883
-44%
增持
—
Pioneer Natural Resources Comp
+$13.4M
292,802
+34%
增持
CNNE
Cannae Holdings, Inc.
-$12.9M
7,200,975
+3%
减持
ARES
Ares Management Corporation
-$12.4M
51,137
-80%
增持
—
PAE Incorporated Class A
+$11.6M
3,239,194
+273%
建仓
MGRC
McGrath RentCorp
+$11.4M
158,081
减持
TGT
Target Corporation
-$11.1M
141,434
-21%
减持
—
Unilever PLC Sponsored ADR
-$11.0M
1,943,419
-2%
增持
—
White Mountains Insurance Grou
-$10.8M
169,077
+1%
减持
MD
MEDNAX, Inc.
-$10.4M
866,239
-25%
增持
—
Hostess Brands, Inc. Class A
+$10.1M
8,527,007
+0%
清仓
—
Lazard Ltd Class A
-$10.0M
0
-100%
增持
—
CDK Global, Inc.
-$9.9M
2,030,509
+5%
减持
CNA
CNA Financial Corporation
-$9.7M
1,296,225
-8%
清仓
—
J. Alexander's Holdings, Inc.
-$9.6M
0
-100%
增持
AWI
Armstrong World Industries, In
-$9.6M
1,227,693
+4%
增持
HAE
Haemonetics Corporation
+$9.4M
408,887
+40%
增持
MCK
McKesson Corporation
+$9.2M
234,839
+19%
减持
UPS
United Parcel Service, Inc. Cl
-$9.2M
217,568
-7%
减持
HD
Home Depot, Inc.
-$9.0M
17,989
-61%
增持
CXW
CoreCivic, Inc.
-$8.8M
7,063,452
+3%
增持
VST
Vistra Corp.
-$8.5M
5,869,634
+0%
增持
FIX
Comfort Systems USA, Inc.
-$8.4M
1,387,078
+2%
增持
KKR
KKR & Co. Inc.
+$8.3M
1,437,834
+8%
减持
GLW
Corning Inc
-$7.9M
1,061,317
-7%
增持
VYX
NCR Corporation
-$7.9M
6,243,247
+14%
增持
WKC
World Fuel Services Corporatio
+$7.8M
3,126,459
+2%
增持
IMKTA
Ingles Markets, Incorporated C
+$7.4M
864,484
+1%
建仓
EHTH
eHealth, Inc.
+$7.3M
179,921
增持
—
Harsco Corporation
-$7.2M
2,709,559
+4%
增持
—
GrafTech International Ltd.
-$6.9M
7,690,268
+4%
减持
ACI
Albertsons Companies, Inc. Cla
-$6.7M
66,013
-85%
增持
AGX
Argan, Inc.
-$6.5M
1,793,063
+1%
清仓
HE
Hawaiian Electric Industries,
-$6.5M
0
-100%
增持
AEP
American Electric Power Compan
+$6.4M
485,228
+24%
清仓
FAF
First American Financial Corpo
-$6.1M
0
-100%
增持
UNF
UniFirst Corporation
-$6.0M
721,312
+6%
增持
—
Liberty Media Corp. Series C L
+$5.8M
3,804,392
+1%
清仓
OPTU
Altice USA, Inc. Class A
-$5.8M
0
-100%
减持
DHI
D.R. Horton, Inc.
-$5.7M
792,132
-1%
减持
MGA
Magna International Inc.
-$5.7M
229,842
-7%
减持
—
Vonage Holdings Corp.
+$5.6M
3,528,114
-1%
增持
—
Whole Earth Brands Inc Class A
-$5.6M
2,687,897
+6%
增持
AES
AES Corporation
+$5.5M
4,650,389
+20%
增持
HII
Huntington Ingalls Industries,
-$5.4M
338,826
+1%
减持
—
Colfax Corporation
-$5.3M
810,478
-13%
清仓
CBOE
Cboe Global Markets Inc
-$5.0M
0
-100%
增持
SYY
Sysco Corporation
+$4.8M
327,238
+22%
减持
KMI
Kinder Morgan Inc Class P
-$4.8M
1,676,592
-7%
清仓
HCKT
Hackett Group, Inc.
-$4.8M
0
-100%
减持
AMGN
Amgen Inc.
-$4.8M
96,516
-7%
增持
GNW
Genworth Financial, Inc. Class
+$4.8M
16,944,632
+12%
建仓
—
Herbalife Nutrition Ltd.
+$4.4M
104,194
建仓
JOE
St. Joe Company
+$3.8M
91,418
增持
—
Liberty Latin America Ltd. Cla
-$3.7M
5,170,474
+2%
减持
—
Atlantica Sustainable Infrastr
-$3.5M
635,503
-7%
增持
TMUS
T-Mobile US, Inc.
-$3.4M
273,576
+3%
减持
EPD
Enterprise Products Partners L
-$3.3M
656,419
-10%
增持
TAP
Molson Coors Beverage Company
+$3.3M
3,073,173
+18%
减持
ABBV
AbbVie, Inc.
-$3.2M
239,300
-7%
减持
META
Meta Platforms Inc. Class A
-$3.1M
311,971
-1%
减持
GPC
Genuine Parts Company
-$3.1M
213,170
-7%
增持
BRK/B
Berkshire Hathaway Inc. Class
-$3.0M
1,034,494
+1%
增持
PNW
Pinnacle West Capital Corporat
-$3.0M
351,211
+1%
减持
WMB
Williams Companies, Inc.
-$2.9M
1,111,197
-7%
增持
TRS
Trimas Corporation
+$2.9M
769,112
+6%
减持
DGX
Quest Diagnostics Incorporated
-$2.8M
65,892
-30%
减持
CSL
Carlisle Companies Incorporate
-$2.8M
28,981
-35%
减持
—
Liberty Global Plc Class C
-$2.6M
209,702
-36%
增持
MSGS
Madison Square Garden Sports C
+$2.6M
183,940
+0%
减持
—
Ituran Location and Control Lt
-$2.4M
1,057,190
-2%
减持
KMB
Kimberly-Clark Corporation
-$2.3M
199,629
-7%
增持
CNC
Centene Corporation
+$2.2M
124,685
+64%
增持
—
HollyFrontier Corporation
+$2.2M
1,933,714
+3%
清仓
ORI
Old Republic International Cor
-$2.2M
0
-100%
减持
GEN
NortonLifeLock Inc.
-$2.1M
533,744
-7%
减持
TBRG
Computer Programs and Systems,
+$2.1M
1,021,232
-1%
减持
BKH
Black Hills Corporation
-$2.0M
260,052
-7%
减持
MPC
Marathon Petroleum Corporation
-$1.9M
529,631
-8%
减持
—
Walgreens Boots Alliance Inc
-$1.9M
194,519
-7%
减持
LMT
Lockheed Martin Corporation
-$1.8M
25,656
-9%
减持
RGLD
Royal Gold, Inc.
-$1.8M
63,861
-7%
减持
SJM
J.M. Smucker Company
-$1.7M
89,776
-7%
减持
TPL
Texas Pacific Land Corporation
-$1.7M
2,511
-15%
减持
MRK
Merck & Co., Inc.
-$1.7M
192,323
-7%
减持
NVR
NVR, Inc.
-$1.7M
8,667
-0%
减持
—
Oaktree Specialty Lending Corp
-$1.5M
6,259,534
-8%
减持
APG
Api Group Corporation
-$1.4M
436,620
-12%
减持
PEP
PepsiCo, Inc.
-$1.4M
148,612
-7%
减持
USB
U.S. Bancorp
-$1.3M
575,652
-8%
减持
—
Interpublic Group of Companies
+$1.1M
623,556
-7%
减持
MTB
M&T Bank Corporation
-$1.0M
146,941
-7%
增持
—
GMS Inc.
-$992.0K
372,651
+4%
减持
ORCL
Oracle Corporation
+$887.0K
260,552
-7%
减持
—
Magellan Midstream Partners, L
-$883.0K
102,813
-10%
减持
—
Apollo Global Management Inc.
-$796.0K
142,699
-7%
增持
UNH
UnitedHealth Group Incorporate
+$794.0K
83,909
+5%
增持
—
Liberty Latin America Ltd. Cla
-$714.0K
1,730,616
+3%
减持
TFC
Truist Financial Corporation
-$656.0K
651,562
-7%
减持
FMX
Fomento Economico Mexicano SAB
+$636.0K
1,309,165
-2%
减持
ATKR
Atkore Inc
-$635.0K
804,913
-19%
清仓
DG
Dollar General Corporation
-$626.0K
0
-100%
减持
—
Medtronic PLC
-$583.0K
71,641
-7%
清仓
ICE
Intercontinental Exchange, Inc
-$539.0K
0
-100%
减持
NMRK
Newmark Group, Inc. Class A
+$527.0K
2,341,527
-15%
清仓
—
Liberty Media Corp. Series C L
-$499.0K
0
-100%
增持
PKE
Park Aerospace Corp.
-$498.0K
872,629
+5%
建仓
—
Elbit Systems Ltd
+$495.0K
3,416
减持
BBSI
Barrett Business Services, Inc
+$486.0K
143,062
-0%
减持
PFE
Pfizer Inc.
+$471.0K
559,648
-7%
