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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 11
增持 58
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GOOG
Alphabet Inc. Class C
+$130.2M
57,556
+445%
减持
—
Axalta Coating Systems Ltd.
-$100.7M
3,836,250
-35%
减持
—
Hostess Brands, Inc. Class A
-$90.9M
2,216,345
-68%
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。
建仓
PII
Polaris Inc.
+$88.9M
844,563
清仓
FMX
Fomento Economico Mexicano SAB
-$78.2M
0
-100%
减持
—
Avaya Holdings Corp.
-$74.8M
6,278,117
-19%
减持
—
Premier Inc. Class A
-$73.6M
5,111,889
-18%
建仓
DINO
HF Sinclair Corporation
+$73.6M
1,846,241
增持
CNNE
Cannae Holdings, Inc.
-$71.8M
6,751,655
+2%
增持
ORCL
Oracle Corporation
+$69.2M
1,196,300
+251%
建仓
VNT
Vontier Corp
+$66.0M
2,600,595
清仓
—
HollyFrontier Corporation
-$62.8M
0
-100%
增持
AAP
Advance Auto Parts, Inc.
+$62.2M
1,055,464
+62%
减持
FNF
Fidelity National Financial, I
-$56.7M
2,934,018
-23%
建仓
YELP
Yelp Inc
+$55.8M
1,634,804
减持
CACI
Caci International Inc Class A
-$55.5M
206,781
-53%
减持
MCK
McKesson Corporation
-$52.9M
18,795
-92%
减持
META
Meta Platforms Inc. Class A
-$51.5M
372,311
-7%
增持
BJ
BJ's Wholesale Club Holdings,
+$49.1M
2,991,651
+31%
减持
BMY
Bristol-Myers Squibb Company
-$48.9M
413,233
-67%
减持
LBRDK
Liberty Broadband Corp. Class
-$48.5M
1,200,746
-8%
增持
ARES
Ares Management Corporation
+$48.1M
641,608
+1213%
增持
VYX
NCR Corporation
+$47.2M
7,422,993
+19%
清仓
—
Harsco Corporation
-$45.1M
0
-100%
清仓
AEP
American Electric Power Compan
-$44.1M
0
-100%
清仓
—
Pioneer Natural Resources Comp
-$44.0M
0
-100%
减持
—
GrafTech International Ltd.
-$43.3M
4,913,719
-36%
减持
—
Dun & Bradstreet Holdings Inc
-$42.1M
5,732,482
-18%
减持
PGR
Progressive Corporation
-$39.0M
909,673
-35%
减持
DHI
D.R. Horton, Inc.
-$35.4M
612,100
-18%
增持
V
Visa Inc. Class A
+$34.2M
409,028
+57%
建仓
SNBRQ
Sleep Number Corporation
+$32.2M
634,038
增持
—
Unilever PLC Sponsored ADR
+$31.0M
2,720,968
+57%
增持
—
Willis Towers Watson Public Li
+$29.3M
616,547
+26%
清仓
—
Oaktree Specialty Lending Corp
-$28.2M
0
-100%
增持
BBWI
Bath & Body Works, Inc.
+$26.6M
1,570,357
+126%
减持
—
Liberty Latin America Ltd. Cla
-$25.7M
3,393,197
-34%
增持
MD
MEDNAX, Inc.
+$25.4M
2,607,218
+98%
清仓
CVS
CVS Health Corporation
-$23.3M
0
-100%
增持
SM
SM Energy Company
+$22.9M
1,497,596
+25%
增持
MGRC
McGrath RentCorp
+$22.2M
676,763
+54%
增持
KKR
KKR & Co. Inc.
+$21.5M
1,862,821
+59%
减持
NVR
NVR, Inc.
-$20.8M
2,119
-59%
清仓
—
Cerner Corporation
-$19.5M
0
-100%
减持
—
Air Transport Services Group,
+$19.0M
8,303,909
-6%
建仓
OVV
Ovintiv Inc
+$18.1M
334,966
增持
HAE
Haemonetics Corporation
+$17.4M
942,341
+18%
减持
—
Whole Earth Brands Inc Class A
-$17.0M
1,765,662
-36%
增持
FSK
FS KKR Capital Corp.
+$17.0M
1,905,874
+51%
减持
—
American Equity Investment Lif
-$16.4M
4,022,083
-12%
增持
—
Centennial Resource Developmen
+$16.0M
6,181,362
+9%
减持
OGE
OGE Energy Corp.
-$15.5M
637,543
-41%
增持
CXW
CoreCivic, Inc.
+$15.5M
8,492,399
+7%
增持
—
Liberty Media Corp. Series C L
-$14.8M
3,776,231
+2%
减持
—
CDK Global, Inc.
+$12.4M
1,955,272
-1%
增持
FIX
Comfort Systems USA, Inc.
-$12.1M
1,367,141
+1%
减持
MUSA
Murphy USA, Inc.
-$12.0M
777,705
-8%
减持
NMRK
Newmark Group, Inc. Class A
-$11.6M
1,507,985
-21%
增持
QCOM
Qualcomm Incorporated
+$11.3M
635,584
+35%
清仓
—
GoHealth Inc Class A
-$10.9M
0
-100%
建仓
SEIC
SEI Investments Company
+$10.9M
181,365
增持
TMUS
T-Mobile US, Inc.
+$10.7M
495,272
+9%
减持
—
Axis Capital Holdings Limited
+$10.6M
1,804,315
-0%
增持
TBRG
Computer Programs and Systems,
+$10.6M
1,321,314
+11%
减持
—
Chubb Limited
-$9.8M
101,453
-38%
减持
CW
Curtiss-Wright Corporation
-$9.8M
333,151
-23%
增持
KDP
Keurig Dr Pepper Inc.
+$9.8M
2,459,942
+9%
清仓
—
Apollo Global Management Inc.
-$9.8M
0
-100%
建仓
KELYA
Kelly Services, Inc. Class A
+$9.7M
446,416
增持
—
Univar Solutions Inc.
+$9.6M
1,729,827
+7%
增持
ATKR
Atkore Inc
-$9.4M
802,335
+1%
减持
CSCO
Cisco Systems, Inc.
-$9.2M
637,854
-10%
增持
ACIW
ACI Worldwide, Inc.
-$9.0M
3,482,095
+2%
减持
BRK/B
Berkshire Hathaway Inc. Class
+$8.7M
717,504
-12%
减持
GD
General Dynamics Corporation
-$8.4M
19,740
-69%
增持
CMCSA
Comcast Corporation Class A
-$8.4M
2,757,915
+1%
清仓
EHTH
eHealth, Inc.
-$8.4M
0
-100%
增持
LKQ
LKQ Corporation
-$8.3M
5,700,058
+28%
减持
TAP
Molson Coors Beverage Company
+$8.3M
1,202,540
-0%
增持
EXE
Chesapeake Energy Corporation
+$8.2M
356,282
+1%
建仓
APO
Apollo Global Management Inc.
+$7.8M
125,837
增持
FIS
Fidelity National Information
+$6.9M
142,934
+108%
建仓
KR
Kroger Co.
+$6.7M
116,743
增持
PLUS
ePlus inc.
+$6.7M
1,890,720
+3%
减持
UNH
UnitedHealth Group Incorporate
-$6.7M
57,899
-20%
减持
PFE
Pfizer Inc.
-$6.6M
436,205
-12%
清仓
RGLD
Royal Gold, Inc.
-$6.3M
0
-100%
减持
DVN
Devon Energy Corporation
-$6.2M
72,852
-69%
增持
AWI
Armstrong World Industries, In
-$6.1M
1,441,119
+23%
增持
—
Patterson Companies Incorporat
+$6.0M
1,870,474
+1%
减持
TRS
Trimas Corporation
-$6.0M
681,344
-9%
增持
—
Walgreens Boots Alliance Inc
+$5.5M
318,595
+90%
减持
KMB
Kimberly-Clark Corporation
-$5.5M
168,838
-8%
减持
—
SP Plus Corporation
+$5.4M
1,737,557
-0%
减持
PEP
PepsiCo, Inc.
-$5.3M
90,566
-23%
增持
MSM
MSC Industrial Direct Co., Inc
+$5.3M
154,746
+64%
减持
TGT
Target Corporation
-$5.0M
118,027
-9%
减持
TFC
Truist Financial Corporation
-$4.9M
516,592
-12%
减持
—
Atlantica Sustainable Infrastr
-$4.9M
452,530
-22%
增持
SSNC
SS&C Technologies Holdings, In
+$4.7M
171,103
+73%
增持
AGX
Argan, Inc.
+$4.7M
1,877,626
+2%
增持
PKE
Park Aerospace Corp.
+$4.6M
1,236,680
+41%
减持
MGA
Magna International Inc.
-$4.5M
200,346
-7%
增持
VST
Vistra Corp.
+$4.4M
5,915,771
+1%
减持
—
Ituran Location and Control Lt
-$4.3M
1,020,839
-2%
减持
UPS
United Parcel Service, Inc. Cl
-$4.1M
178,477
-10%
增持
HII
Huntington Ingalls Industries,
+$4.1M
312,087
+0%
清仓
—
Herbalife Nutrition Ltd.
-$4.1M
0
-100%
增持
UNF
UniFirst Corporation
-$4.0M
842,392
+11%
减持
MPC
Marathon Petroleum Corporation
+$4.0M
381,052
-15%
减持
KMI
Kinder Morgan Inc Class P
+$3.8M
1,445,306
-3%
减持
GLW
Corning Inc
-$3.6M
880,498
-9%
减持
CNA
CNA Financial Corporation
+$3.6M
1,110,480
-3%
减持
—
Interpublic Group of Companies
-$3.5M
468,318
-13%
增持
GNW
Genworth Financial, Inc. Class
-$3.4M
16,982,994
+2%
增持
—
Liberty Latin America Ltd. Cla
-$3.3M
1,733,084
+1%
减持
CNC
Centene Corporation
-$3.2M
77,267
-34%
增持
PRSU
Viad Corp
-$3.0M
489,510
+3%
减持
—
White Mountains Insurance Grou
+$2.9M
151,292
-9%
增持
—
GMS Inc.
-$2.9M
390,312
+5%
减持
PNC
PNC Financial Services Group,
-$2.8M
77,441
-9%
减持
AES
AES Corporation
-$2.8M
4,244,356
-8%
减持
SWX
Southwest Gas Holdings, Inc.
+$2.8M
357,578
-1%
增持
IMKTA
Ingles Markets, Incorporated C
+$2.8M
824,456
+1%
增持
—
Colfax Corporation
-$2.6M
867,196
+7%
增持
FISV
Fiserv, Inc.
-$2.6M
1,520,395
+1%
减持
APG
Api Group Corporation
-$2.5M
385,238
-7%
增持
ATO
Atmos Energy Corporation
+$2.4M
55,187
+38%
增持
ACI
Albertsons Companies, Inc. Cla
+$2.3M
250,557
+26%
减持
EPM
Evolution Petroleum Corporatio
+$2.1M
1,239,958
-1%
减持
GPC
Genuine Parts Company
-$2.0M
75,577
-8%
增持
WKC
World Fuel Services Corporatio
+$1.9M
2,447,414
+1%
增持
NWSA
News Corporation Class A
+$1.8M
5,716,926
+2%
建仓
SNX
TD SYNNEX Corporation
+$1.7M
16,908
增持
—
Alight Inc Class A
+$1.6M
12,984,090
+10%
增持
DXC
DXC Technology Co.
+$1.5M
1,980,069
+1%
增持
USB
U.S. Bancorp
-$1.5M
514,217
+0%
减持
IDA
IDACORP, Inc.
-$1.4M
154,567
-9%
减持
BBSI
Barrett Business Services, Inc
-$1.3M
109,043
-22%
减持
SYY
Sysco Corporation
-$1.1M
274,208
-8%
减持
SJM
J.M. Smucker Company
-$1.1M
74,308
-9%
减持
LMT
Lockheed Martin Corporation
+$1.1M
20,992
-9%
减持
AMGN
Amgen Inc.
-$930.0K
75,699
-11%
减持
WMB
Williams Companies, Inc.
+$851.0K
895,073
-20%
减持
—
Liberty Global Plc Class C
-$776.0K
186,548
-7%
减持
GEN
NortonLifeLock Inc.
-$768.0K
453,541
-8%
减持
EPD
Enterprise Products Partners L
+$735.0K
507,881
-10%
减持
JOE
St. Joe Company
+$413.0K
117,008
-7%
减持
DLTR
Dollar Tree, Inc.
+$368.0K
37,672
-7%
增持
VZ
Verizon Communications Inc.
-$318.0K
662,339
+1%
