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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 35
减持 96
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
—
Dun & Bradstreet Holdings Inc
+$142.5M
6,956,007
减持
TAP
Molson Coors Beverage Company
-$86.6M
1,206,583
-61%
减持
CMCSA
Comcast Corporation Class A
-$77.3M
2,732,515
-29%
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
—
Willis Towers Watson Public Li
+$63.3M
489,878
+115%
清仓
—
Vonage Holdings Corp.
-$56.9M
0
-100%
建仓
V
Visa Inc. Class A
+$56.5M
260,766
减持
LBRDK
Liberty Broadband Corp. Class
-$50.8M
1,309,378
-14%
建仓
BBWI
Bath & Body Works, Inc.
+$48.5M
695,116
减持
WKC
World Fuel Services Corporatio
-$40.8M
2,428,703
-22%
增持
ACIW
ACI Worldwide, Inc.
+$40.7M
3,420,202
+35%
减持
BRK/B
Berkshire Hathaway Inc. Class
-$37.9M
817,642
-21%
建仓
SM
SM Energy Company
+$35.4M
1,200,635
减持
FMX
Fomento Economico Mexicano SAB
-$35.3M
1,006,657
-23%
减持
FIX
Comfort Systems USA, Inc.
+$34.9M
1,352,415
-2%
增持
—
Alight Inc Class A
+$34.3M
11,799,082
+45%
增持
KDP
Keurig Dr Pepper Inc.
+$34.0M
2,264,611
+56%
建仓
—
Centennial Resource Developmen
+$33.8M
5,659,946
减持
VST
Vistra Corp.
+$32.8M
5,848,601
-0%
增持
NWSA
News Corporation Class A
+$31.8M
5,593,458
+42%
减持
LKQ
LKQ Corporation
+$29.4M
4,449,745
-6%
增持
META
Meta Platforms Inc. Class A
+$28.4M
399,215
+28%
减持
MSGS
Madison Square Garden Sports C
-$28.0M
35,448
-81%
清仓
PNW
Pinnacle West Capital Corporat
-$25.4M
0
-100%
减持
FISV
Fiserv, Inc.
-$25.1M
1,510,239
-10%
减持
BJ
BJ's Wholesale Club Holdings,
+$24.5M
2,287,055
-2%
增持
MGRC
McGrath RentCorp
+$23.9M
439,586
+178%
减持
FNF
Fidelity National Financial, I
-$23.8M
3,832,703
-22%
建仓
EXE
Chesapeake Energy Corporation
+$22.8M
353,089
减持
DLTR
Dollar Tree, Inc.
-$20.0M
40,316
-85%
减持
—
American Equity Investment Lif
+$19.6M
4,545,534
-15%
建仓
—
Cerner Corporation
+$19.5M
209,945
清仓
—
PAE Incorporated Class A
-$19.4M
0
-100%
减持
AAP
Advance Auto Parts, Inc.
+$18.6M
651,326
-1%
减持
AWI
Armstrong World Industries, In
+$18.6M
1,169,241
-5%
减持
ATKR
Atkore Inc
+$18.4M
795,027
-1%
减持
QCOM
Qualcomm Inc
+$18.1M
469,390
-11%
增持
TMUS
T-Mobile US, Inc.
+$17.9M
455,955
+67%
减持
PRSU
Viad Corp
-$17.5M
477,192
-43%
增持
CXW
CoreCivic, Inc.
+$16.5M
7,963,742
+13%
减持
BMY
Bristol-Myers Squibb Company
-$16.4M
1,267,916
-21%
减持
—
Oaktree Specialty Lending Corp
-$16.0M
3,774,644
-40%
减持
DHI
D.R. Horton, Inc.
+$14.5M
746,938
-6%
减持
GPC
Genuine Parts Company
-$14.3M
82,555
-61%
减持
—
Axalta Coating Systems Ltd.
+$14.1M
5,886,851
-5%
减持
—
Air Transport Services Group,
+$13.9M
8,808,005
-7%
减持
IMKTA
Ingles Markets, Incorporated C
+$13.6M
818,447
-5%
增持
HAE
Haemonetics Corporation
+$13.3M
795,700
+95%
减持
—
Unilever PLC Sponsored ADR
-$12.3M
1,729,530
-11%
减持
MUSA
Murphy USA, Inc.
-$12.1M
840,855
-22%
增持
MCK
McKesson Corporation
+$11.8M
235,923
+0%
减持
—
White Mountains Insurance Grou
-$11.8M
166,729
-1%
减持
NVR
NVR, Inc.
-$11.3M
5,119
-41%
减持
—
GrafTech International Ltd.
+$11.2M
7,652,768
-0%
增持
MD
MEDNAX, Inc.
+$11.1M
1,314,613
+52%
减持
—
GoHealth Inc Class A
-$10.9M
2,885,574
-34%
减持
—
Premier Inc. Class A
-$10.5M
6,206,158
-10%
建仓
DVN
Devon Energy Corporation
+$10.5M
238,682
增持
CSCO
Cisco Systems, Inc.
+$10.2M
706,201
+11%
减持
—
Liberty Latin America Ltd. Cla
-$9.6M
5,109,268
-1%
清仓
DGX
Quest Diagnostics Incorporated
-$9.6M
0
-100%
减持
CNNE
Cannae Holdings, Inc.
+$9.2M
6,635,835
-8%
增持
VYX
NCR Corporation
+$9.1M
6,246,625
+0%
减持
—
Hostess Brands, Inc. Class A
-$8.5M
6,834,917
-20%
增持
FSK
FS KKR Capital Corp.
+$8.4M
1,265,636
+55%
建仓
SSNC
SS&C Technologies Holdings, In
+$8.1M
98,931
清仓
—
nVent Electric plc
-$7.8M
0
-100%
建仓
FIS
Fidelity National Information
+$7.5M
68,555
减持
—
Univar Solutions Inc.
+$7.3M
1,622,439
-0%
减持
HII
Huntington Ingalls Industries,
-$7.3M
311,342
-8%
增持
ORCL
Oracle Corporation
+$7.1M
341,305
+31%
增持
—
Chubb Limited
+$7.0M
163,098
+15%
减持
—
Liberty Media Corp. Series C L
+$6.9M
3,687,356
-3%
增持
AGX
Argan, Inc.
-$6.8M
1,847,863
+3%
增持
CVS
CVS Health Corporation
+$6.8M
225,688
+16%
减持
MRK
Merck & Co., Inc.
-$6.7M
100,591
-48%
增持
OGE
OGE Energy Corp.
+$6.4M
1,081,697
+2%
减持
—
GMS Inc.
+$6.0M
370,591
-1%
清仓
HD
Home Depot, Inc.
-$5.9M
0
-100%
增持
UNF
UniFirst Corporation
+$5.9M
756,972
+5%
增持
TPL
Texas Pacific Land Corporation
+$5.8M
7,105
+183%
减持
AES
AES Corporation
+$5.8M
4,608,194
-1%
减持
—
Axis Capital Holdings Limited
+$5.8M
1,808,290
-10%
清仓
CASS
Cass Information Systems, Inc.
-$5.5M
0
-100%
增持
CW
Curtiss-Wright Corporation
+$5.5M
431,201
+0%
减持
USB
U.S. Bancorp
-$5.4M
512,950
-11%
减持
PFE
Pfizer Inc.
+$5.1M
494,127
-12%
减持
—
Pioneer Natural Resources Comp
-$4.8M
241,751
-17%
增持
AEP
American Electric Power Compan
+$4.7M
496,102
+2%
减持
—
Avaya Holdings Corp.
-$4.7M
7,797,055
-3%
减持
KMI
Kinder Morgan Inc Class P
-$4.5M
1,484,189
-11%
减持
—
Medtronic PLC
-$4.4M
44,164
-38%
建仓
ATO
Atmos Energy Corporation
+$4.2M
40,044
减持
MPC
Marathon Petroleum Corporation
-$4.1M
447,038
-16%
减持
GNW
Genworth Financial, Inc. Class
+$4.1M
16,696,987
-1%
减持
TFC
Truist Financial Corporation
-$4.0M
584,450
-10%
减持
CNA
CNA Financial Corporation
-$4.0M
1,143,656
-12%
增持
ACI
Albertsons Companies, Inc. Cla
+$4.0M
199,039
+202%
减持
ABBV
AbbVie, Inc.
+$3.8M
218,585
-9%
减持
PGR
Progressive Corporation
+$3.7M
1,389,935
-10%
减持
—
CDK Global, Inc.
-$3.7M
1,982,202
-2%
减持
UNH
UnitedHealth Group Incorporate
+$3.4M
72,049
-14%
增持
GOOG
Alphabet Inc. Class C
+$3.3M
10,560
+3%
减持
TRS
Trimas Corporation
+$3.0M
752,719
-2%
减持
UPS
United Parcel Service, Inc. Cl
+$2.8M
197,761
-9%
减持
—
Interpublic Group of Companies
-$2.8M
537,005
-14%
增持
JOE
St. Joe Company
+$2.7M
125,249
+37%
减持
CACI
Caci International Inc Class A
-$2.6M
437,502
-5%
减持
GLW
Corning Inc
-$2.6M
970,913
-9%
减持
—
Liberty Latin America Ltd. Cla
-$2.6M
1,721,735
-1%
减持
CSL
Carlisle Companies Incorporate
-$2.5M
13,103
-55%
减持
TGT
Target Corporation
-$2.3M
129,984
-8%
减持
SYY
Sysco Corporation
-$2.2M
299,416
-9%
减持
NMRK
Newmark Group, Inc. Class A
+$2.1M
1,905,316
-19%
减持
—
Patterson Companies Incorporat
-$2.1M
1,857,425
-1%
增持
DXC
DXC Technology Co.
-$2.0M
1,959,786
+1%
减持
PEP
PepsiCo, Inc.
-$1.9M
117,586
-21%
减持
CNC
Centene Corporation
+$1.9M
117,393
-6%
减持
EPD
Enterprise Products Partners L
-$1.8M
563,414
-14%
减持
APG
Api Group Corporation
+$1.7M
412,613
-5%
增持
—
Whole Earth Brands Inc Class A
-$1.4M
2,759,831
+3%
减持
MTB
M&T Bank Corporation
-$1.4M
133,903
-9%
增持
TBRG
Computer Programs and Systems,
-$1.3M
1,191,870
+17%
减持
AMGN
Amgen Inc.
-$1.3M
85,503
-11%
减持
—
HollyFrontier Corporation
-$1.3M
1,915,459
-1%
减持
BBSI
Barrett Business Services, Inc
-$1.2M
140,440
-2%
减持
—
Atlantica Sustainable Infrastr
-$1.2M
580,562
-9%
减持
PNC
PNC Financial Services Group,
-$1.1M
85,195
-8%
增持
EHTH
eHealth, Inc.
+$1.1M
328,136
+82%
增持
VZ
Verizon Communications Inc.
-$1.0M
655,474
+1%
减持
—
Ituran Location and Control Lt
+$994.0K
1,043,729
-1%
减持
—
Apollo Global Management Inc.
+$968.0K
134,703
-6%
减持
—
Harsco Corporation
-$876.0K
2,696,023
-0%
减持
—
CSG Systems International, Inc
+$870.0K
150,218
-7%
增持
—
SP Plus Corporation
-$827.0K
1,737,794
+7%
减持
SWX
Southwest Gas Holdings, Inc.
+$794.0K
360,161
-1%
减持
GD
General Dynamics Corporation
-$790.0K
63,369
-11%
增持
EPM
Evolution Petroleum Corporatio
-$742.0K
1,246,994
+1%
减持
GEN
NortonLifeLock Inc.
-$708.0K
492,531
-8%
减持
LMT
Lockheed Martin Corporation
-$643.0K
23,104
-10%
减持
—
Liberty Global Plc Class C
-$569.0K
199,691
-5%
清仓
—
Sk Telecom Co Ltd Sponsored AD
-$567.0K
0
-100%
减持
—
Magellan Midstream Partners, L
-$440.0K
91,430
-11%
减持
BKH
Black Hills Corporation
+$435.0K
237,440
-9%
减持
—
Walgreens Boots Alliance Inc
-$394.0K
167,915
-14%
增持
PKE
Park Aerospace Corp.
-$392.0K
874,688
+0%
减持
SJM
J.M. Smucker Company
+$369.0K
82,055
-9%
减持
—
Herbalife Nutrition Ltd.
-$354.0K
99,254
-5%
减持
MSM
MSC Industrial Direct Co., Inc
+$349.0K
94,331
-0%
减持
IDA
IDACORP, Inc.
+$274.0K
169,429
-7%
减持
—
Elbit Systems Ltd
-$249.0K
1,414
-59%
