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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 19
增持 29
减持 94
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
Berkshire Hathaway Inc. Class
-$139.6M
416,033
-42%
减持
VYX
NCR Corporation
-$138.2M
5,148,690
-31%
减持
—
Liberty Media Corp. Series C L
-$137.7M
969,578
-74%
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
SNX
TD SYNNEX Corporation
+$123.9M
1,379,617
+8060%
减持
NWSA
News Corporation Class A
-$123.6M
196,211
-97%
减持
FNF
Fidelity National Financial, I
-$99.1M
1,196,622
-59%
清仓
—
CDK Global, Inc.
-$95.2M
0
-100%
减持
LBRDK
Liberty Broadband Corp. Class
-$81.0M
704,775
-41%
清仓
—
Avaya Holdings Corp.
-$79.5M
0
-100%
减持
PGR
Progressive Corporation
-$73.4M
260,399
-71%
建仓
SBUX
Starbucks Corporation
+$73.3M
959,605
减持
—
Alight, Inc. Class A
-$71.8M
8,497,598
-35%
减持
FISV
Fiserv, Inc.
-$71.4M
929,826
-39%
减持
CMCSA
Comcast Corporation Class A
-$67.4M
1,572,550
-43%
减持
META
Meta Platforms Inc. Class A
-$59.5M
144,194
-61%
减持
HII
Huntington Ingalls Industries,
-$59.1M
14,438
-95%
减持
BBWI
Bath & Body Works, Inc.
-$58.5M
615,226
-61%
减持
AAP
Advance Auto Parts, Inc.
-$58.1M
926,598
-12%
减持
QCOM
Qualcomm Incorporated
-$55.2M
328,314
-48%
减持
CNNE
Cannae Holdings, Inc.
-$54.1M
5,553,153
-18%
减持
CACI
Caci International Inc Class A
-$51.7M
37,636
-82%
减持
—
Air Transport Services Group,
-$50.7M
7,903,016
-5%
建仓
MDU
MDU Resources Group Inc
+$50.0M
1,852,367
减持
KKR
KKR & Co Inc
-$50.0M
1,273,675
-32%
减持
AES
AES Corporation
-$48.5M
2,888,468
-32%
减持
—
Willis Towers Watson Public Li
-$48.0M
494,551
-20%
增持
NVR
NVR, Inc.
+$44.1M
13,380
+531%
减持
GOOG
Alphabet Inc. Class C
-$43.8M
53,460
-7%
减持
PII
Polaris Inc.
-$43.2M
461,217
-45%
减持
ORCL
Oracle Corporation
-$41.3M
825,850
-31%
减持
WKC
World Fuel Services Corporatio
-$41.2M
1,218,527
-50%
减持
KDP
Keurig Dr Pepper Inc.
-$40.1M
1,502,387
-39%
增持
USB
U.S. Bancorp
+$39.4M
1,451,056
+182%
减持
—
Dun & Bradstreet Holdings Inc
-$37.9M
4,157,934
-27%
减持
VST
Vistra Corp.
-$37.7M
4,371,091
-26%
减持
MUSA
Murphy USA, Inc.
-$37.6M
506,353
-35%
减持
LKQ
LKQ Corporation
-$34.9M
4,561,819
-20%
清仓
—
Colfax Corporation
-$34.5M
0
-100%
建仓
EOG
EOG Resources, Inc.
+$34.1M
308,743
增持
BJ
BJ's Wholesale Club Holdings,
+$32.4M
3,766,074
+26%
建仓
ABG
Asbury Automotive Group, Inc.
+$30.8M
181,768
减持
DHI
D.R. Horton, Inc.
-$30.6M
226,275
-63%
增持
—
Premier Inc. Class A
+$29.9M
5,937,161
+16%
减持
MPC
Marathon Petroleum Corporation
-$29.7M
35,018
-91%
减持
HAE
Haemonetics Corporation
-$29.0M
468,655
-50%
增持
TAP
Molson Coors Beverage Company
+$29.0M
1,709,836
+42%
减持
—
GrafTech International Ltd.
-$28.8M
2,618,579
-47%
增持
—
Walgreens Boots Alliance Inc
+$28.4M
1,124,975
+253%
增持
ACI
Albertsons Companies, Inc. Cla
+$27.3M
1,334,625
+433%
建仓
SU
Suncor Energy Inc.
+$27.1M
774,145
减持
—
Unilever PLC Sponsored ADR
-$25.1M
2,157,649
-21%
减持
AWI
Armstrong World Industries, In
-$24.9M
1,397,611
-3%
建仓
ESAB
ESAB Corporation
+$24.8M
567,057
减持
DINO
HF Sinclair Corporation
-$24.4M
1,088,091
-41%
增持
UPS
United Parcel Service, Inc. Cl
+$20.1M
319,720
+79%
增持
—
Univar Solutions Inc.
+$18.1M
2,964,327
+71%
减持
—
American Equity Investment Lif
-$17.1M
3,923,013
-2%
建仓
—
Summit Materials, Inc. Class A
+$16.6M
711,291
减持
V
Visa Inc. Class A
-$16.1M
379,067
-7%
清仓
—
Atlantica Sustainable Infrastr
-$15.9M
0
-100%
建仓
ENOV
Enovis Corporation
+$15.8M
287,758
增持
TRS
Trimas Corporation
+$15.7M
1,357,694
+99%
建仓
EXPE
Expedia Group, Inc.
+$15.6M
164,715
减持
—
Axalta Coating Systems Ltd.
-$15.5M
3,563,673
-7%
减持
CW
Curtiss-Wright Corporation
-$14.8M
267,060
-20%
减持
SWX
Southwest Gas Holdings, Inc.
-$14.2M
158,911
-56%
减持
UNH
UnitedHealth Group Incorporate
-$14.0M
30,175
-48%
增持
ARES
Ares Management Corporation
-$13.6M
676,634
+5%
减持
SNBRQ
Sleep Number Corporation
-$12.9M
621,513
-2%
减持
—
Liberty Latin America Ltd. Cla
-$11.7M
2,671,794
-21%
减持
FIX
Comfort Systems USA, Inc.
-$11.1M
1,329,605
-3%
减持
EXE
Chesapeake Energy Corporation
-$10.3M
255,237
-28%
减持
CSCO
Cisco Systems, Inc.
-$10.1M
596,625
-6%
增持
NMRK
Newmark Group, Inc. Class A
+$9.8M
3,494,906
+132%
建仓
AMT
American Tower Corporation
+$9.6M
37,618
减持
AGX
Argan, Inc.
-$9.5M
1,787,370
-5%
增持
UNF
UniFirst Corporation
-$9.4M
847,058
+1%
减持
—
Axis Capital Holdings Limited
-$9.1M
1,751,586
-3%
增持
KELYA
Kelly Services, Inc. Class A
+$8.6M
923,984
+107%
建仓
—
STORE Capital Corporation
+$8.6M
331,110
减持
—
Hostess Brands, Inc. Class A
-$7.9M
1,919,262
-13%
减持
PLUS
ePlus inc.
-$7.7M
1,850,221
-2%
减持
FSK
FS KKR Capital Corp.
-$7.7M
1,842,719
-3%
建仓
LAD
Lithia Motors, Inc.
+$7.6M
27,809
增持
—
Centennial Resource Developmen
+$7.4M
9,582,756
+55%
增持
PRSU
Viad Corp
+$7.4M
898,476
+84%
建仓
WSO
Watsco, Inc.
+$7.3M
30,397
建仓
TXN
Texas Instruments Incorporated
+$6.9M
44,776
增持
KR
Kroger Co.
+$6.9M
286,462
+145%
清仓
ATO
Atmos Energy Corporation
-$6.6M
0
-100%
增持
ACIW
ACI Worldwide, Inc.
-$6.6M
3,980,927
+14%
减持
ABBV
AbbVie, Inc.
-$6.6M
151,736
-18%
减持
IMKTA
Ingles Markets, Incorporated C
-$6.3M
773,622
-6%
减持
—
Patterson Companies Incorporat
-$6.1M
1,796,855
-4%
减持
CNA
CNA Financial Corporation
-$5.9M
1,070,798
-4%
清仓
MCK
McKesson Corporation
-$5.8M
0
-100%
减持
DXC
DXC Technology Co.
-$5.7M
1,943,413
-2%
增持
VNT
Vontier Corp
+$5.4M
3,106,044
+19%
减持
GLW
Corning Inc
-$5.2M
866,203
-2%
减持
TFC
Truist Financial Corporation
-$5.2M
507,942
-2%
减持
—
Whole Earth Brands Inc Class A
-$5.1M
1,221,861
-31%
减持
GNW
Genworth Financial, Inc. Class
-$5.0M
16,771,563
-1%
减持
TBRG
Computer Programs and Systems,
-$5.0M
1,268,156
-4%
清仓
—
Liberty Global Plc Class C
-$4.8M
0
-100%
清仓
GD
General Dynamics Corporation
-$4.8M
0
-100%
建仓
—
Ferguson Plc
+$4.4M
40,168
建仓
MU
Micron Technology, Inc.
+$4.4M
78,874
减持
WMB
Williams Companies, Inc.
-$4.3M
819,865
-8%
减持
MGA
Magna International Inc.
-$4.3M
156,437
-22%
建仓
WOOF
Petco Health & Wellness Compan
+$4.1M
276,454
建仓
—
Weatherford International Plc
+$4.0M
190,427
增持
MGRC
McGrath RentCorp
-$4.0M
703,982
+4%
减持
—
Interpublic Group of Companies
-$3.9M
459,912
-2%
减持
—
Liberty Latin America Ltd. Cla
-$3.9M
1,657,191
-4%
减持
OVV
Ovintiv Inc
-$3.6M
328,176
-2%
增持
CSL
Carlisle Companies Incorporate
+$3.5M
27,185
+122%
减持
CNC
Centene Corporation
-$3.5M
36,048
-53%
增持
TGT
Target Corporation
-$3.5M
152,926
+30%
减持
—
SP Plus Corporation
-$3.4M
1,663,114
-4%
减持
SSNC
SS&C Technologies Holdings, In
-$3.4M
162,589
-5%
减持
MSGS
Madison Square Garden Sports C
-$3.0M
19,569
-41%
减持
APG
Api Group Corporation
-$2.6M
365,941
-5%
减持
OGE
OGE Energy Corp.
-$2.5M
608,222
-5%
减持
JOE
St. Joe Company
-$2.5M
111,145
-5%
减持
CXW
CoreCivic, Inc.
-$2.5M
8,315,998
-2%
减持
—
GMS Inc.
-$2.4M
383,662
-2%
增持
SM
SM Energy Company
+$2.3M
1,773,096
+18%
减持
PNC
PNC Financial Services Group,
-$2.3M
76,172
-2%
增持
PFE
Pfizer Inc.
+$2.2M
473,558
+9%
增持
YELP
Yelp Inc
+$2.2M
2,086,809
+28%
减持
GEN
NortonLifeLock Inc.
-$2.2M
449,196
-1%
建仓
BLCO
Bausch and Lomb Corporation
+$2.2M
141,261
减持
APO
Apollo Global Management Inc.
-$2.0M
119,517
-5%
减持
MSM
MSC Industrial Direct Co., Inc
-$2.0M
149,134
-4%
减持
IDA
IDACORP, Inc.
-$1.8M
151,189
-2%
减持
EPM
Evolution Petroleum Corporatio
-$1.8M
1,211,968
-2%
减持
DLTR
Dollar Tree, Inc.
-$1.7M
27,951
-26%
减持
KMB
Kimberly-Clark Corporation
+$1.7M
166,210
-2%
增持
MD
Pediatrix Medical Group, Inc.
+$1.6M
2,991,963
+15%
减持
—
White Mountains Insurance Grou
+$1.6M
139,230
-8%
减持
MTB
M&T Bank Corporation
-$1.5M
119,640
-2%
减持
FIS
Fidelity National Information
-$1.3M
141,880
-1%
减持
BKH
Black Hills Corporation
-$1.2M
211,294
-2%
增持
ATKR
Atkore Inc
+$1.1M
965,296
+20%
减持
BMY
Bristol-Myers Squibb Company
+$1.1M
406,315
-2%
减持
BBSI
Barrett Business Services, Inc
-$1.1M
100,819
-8%
增持
KMI
Kinder Morgan Inc Class P
-$936.0K
1,574,875
+9%
减持
—
Medtronic PLC
-$905.0K
39,487
-2%
减持
EPD
Enterprise Products Partners L
-$894.0K
501,205
-1%
减持
SJM
J.M. Smucker Company
-$711.0K
73,048
-2%
