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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 49
减持 79
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VYX
NCR Corporation
-$100.1M
3,161,047
-39%
减持
LBRDK
Liberty Broadband Corp. Class
-$78.4M
42,095
-94%
减持
BJ
BJ's Wholesale Club Holdings,
-$73.5M
2,214,134
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。
-41%
清仓
—
Centennial Resource Developmen
-$57.3M
0
-100%
建仓
EVTC
EVERTEC, Inc.
+$56.1M
1,790,561
建仓
PR
Permian Resources Corporation
+$55.9M
8,220,144
增持
—
Ferguson Plc
+$45.8M
488,267
+1116%
建仓
CVS
CVS Health Corporation
+$44.4M
465,908
建仓
ICUI
ICU Medical, Inc.
+$43.0M
285,630
清仓
—
Walgreens Boots Alliance Inc
-$42.6M
0
-100%
建仓
—
Leslie's, Inc.
+$39.7M
2,700,740
减持
—
Air Transport Services Group,
-$38.5M
7,827,916
-1%
减持
MUSA
Murphy USA, Inc.
-$38.0M
290,865
-43%
建仓
—
IAA, Inc.
+$35.1M
1,101,549
增持
ABG
Asbury Automotive Group, Inc.
+$34.0M
428,887
+136%
增持
KR
Kroger Co.
+$33.7M
1,081,071
+277%
减持
—
American Equity Investment Lif
-$32.3M
2,981,932
-24%
增持
PFE
Pfizer Inc.
+$31.5M
1,287,322
+172%
减持
ARES
Ares Management Corporation
-$30.9M
123,043
-82%
减持
TMUS
T-Mobile US, Inc.
-$28.4M
284,712
-43%
减持
SNX
TD SYNNEX Corporation
-$26.4M
1,223,405
-11%
建仓
WEX
WEX Inc.
+$25.3M
198,910
建仓
NMIH
NMI Holdings, Inc. Class A
+$24.9M
1,224,618
减持
LKQ
LKQ Corporation
-$23.6M
4,249,066
-7%
减持
HAE
Haemonetics Corporation
-$23.6M
93,995
-80%
增持
BRK/B
Berkshire Hathaway Inc. Class
+$23.5M
513,251
+23%
减持
DXC
DXC Technology Co.
-$21.9M
1,512,549
-22%
增持
BLCO
Bausch and Lomb Corporation
+$21.8M
1,564,390
+1007%
增持
PLUS
ePlus inc.
-$21.4M
1,850,478
+0%
减持
CXW
CoreCivic, Inc.
-$19.7M
8,228,364
-1%
增持
GOOG
Alphabet Inc. Class C
-$19.6M
1,012,452
+1794%
增持
ACIW
ACI Worldwide, Inc.
-$19.1M
4,017,386
+1%
增持
USB
U.S. Bancorp
+$18.7M
2,121,006
+46%
清仓
—
GrafTech International Ltd.
-$18.5M
0
-100%
减持
CMCSA
Comcast Corporation Class A
-$18.2M
1,483,996
-6%
减持
KKR
KKR & Co Inc
-$18.1M
949,056
-25%
减持
—
Univar Solutions Inc.
-$18.1M
2,447,700
-17%
减持
—
Premier, Inc. Class A
-$16.8M
5,747,296
-3%
减持
AAP
Advance Auto Parts, Inc.
-$16.6M
919,472
-1%
增持
UNF
UniFirst Corporation
+$16.3M
964,019
+14%
增持
VNT
Vontier Corp
-$16.3M
3,299,068
+6%
减持
MD
Pediatrix Medical Group, Inc.
-$15.0M
2,900,916
-3%
增持
GLW
Corning Inc
+$13.3M
1,398,940
+62%
减持
BBWI
Bath & Body Works, Inc.
-$12.6M
121,612
-80%
增持
—
Patterson Companies Incorporat
+$12.4M
2,783,743
+55%
增持
SM
SM Energy Company
+$12.3M
1,939,932
+9%
减持
—
Dun & Bradstreet Holdings Inc
-$11.7M
4,099,960
-1%
建仓
CCOI
Cogent Communications Holdings
+$11.5M
219,780
减持
—
Unilever PLC Sponsored ADR
-$11.4M
1,995,270
-8%
减持
—
Axalta Coating Systems Ltd.
-$11.3M
3,206,901
-10%
减持
CW
Curtiss-Wright Corporation
-$11.1M
173,538
-35%
减持
CNA
CNA Financial Corporation
-$11.1M
1,002,412
-6%
减持
CSCO
Cisco Systems, Inc.
-$11.1M
358,846
-40%
减持
EXPE
Expedia Group, Inc.
-$10.9M
49,964
-70%
增持
—
Axis Capital Holdings Limited
-$10.8M
1,815,729
+4%
增持
ACI
Albertsons Companies, Inc. Cla
+$10.5M
1,858,446
+39%
减持
AGX
Argan, Inc.
-$10.5M
1,746,905
-2%
减持
DHI
D.R. Horton, Inc.
-$10.5M
66,737
-71%
增持
TAP
Molson Coors Beverage Company
-$10.3M
1,726,516
+1%
减持
FNF
Fidelity National Financial, I
-$10.2M
939,385
-21%
清仓
GEN
NortonLifeLock Inc.
-$9.9M
0
-100%
减持
OGE
OGE Energy Corp.
-$9.8M
374,116
-38%
增持
ATKR
Atkore Inc
+$9.5M
1,151,419
+19%
减持
YELP
Yelp Inc
+$9.0M
1,973,965
-5%
减持
DINO
HF Sinclair Corporation
+$8.7M
1,073,725
-1%
增持
WSO
Watsco, Inc.
+$8.7M
61,791
+103%
减持
VST
Vistra Corp.
-$8.6M
4,345,983
-1%
增持
VZ
Verizon Communications Inc.
-$8.3M
653,342
+0%
减持
MGA
Magna International Inc.
-$8.2M
9,067
-94%
增持
CNNE
Cannae Holdings, Inc.
+$8.1M
5,591,844
+1%
减持
SYY
Sysco Corporation
-$8.0M
209,754
-22%
减持
SBUX
Starbucks Corporation
-$8.0M
774,759
-19%
减持
—
Liberty Latin America Ltd. Cla
-$7.7M
2,127,751
-20%
清仓
—
Whole Earth Brands Inc Class A
-$7.6M
0
-100%
减持
V
Visa Inc. Class A
-$7.3M
378,858
-0%
减持
QCOM
Qualcomm Incorporated
-$7.3M
306,614
-7%
减持
IMKTA
Ingles Markets, Incorporated C
-$7.0M
759,494
-2%
增持
PRSU
Viad Corp
+$6.5M
991,710
+10%
增持
TGT
Target Corporation
+$6.3M
188,127
+23%
增持
—
Alight, Inc. Class A
+$6.3M
8,685,211
+2%
建仓
RGLD
Royal Gold, Inc.
+$6.2M
65,741
减持
FIX
Comfort Systems USA, Inc.
+$6.0M
1,197,661
-10%
建仓
OMAB
Grupo Aeroportuario del Centro
+$5.9M
118,533
减持
TBRG
Computer Programs and Systems,
-$5.9M
1,243,672
-2%
减持
KELYA
Kelly Services, Inc. Class A
-$5.8M
920,651
-0%
增持
—
STORE Capital Corporation
+$5.8M
460,128
+39%
减持
SWX
Southwest Gas Holdings, Inc.
-$5.7M
116,339
-27%
建仓
OC
Owens Corning
+$5.7M
72,713
减持
CACI
Caci International Inc Class A
-$5.4M
19,922
-47%
减持
SU
Suncor Energy Inc.
-$5.4M
773,207
-0%
减持
FSK
FS KKR Capital Corp.
-$5.2M
1,802,866
-2%
增持
ESAB
ESAB Corporation
-$5.2M
588,241
+4%
减持
MGRC
McGrath RentCorp
+$4.9M
696,518
-1%
增持
NMRK
Newmark Group, Inc. Class A
-$4.9M
3,585,752
+3%
建仓
SWIM
Latham Group Inc
+$4.9M
1,354,195
减持
AWI
Armstrong World Industries, In
+$4.9M
1,383,589
-1%
建仓
—
M.D.C. Holdings, Inc.
+$4.4M
160,144
增持
MU
Micron Technology, Inc.
+$4.2M
171,018
+117%
建仓
MGM
MGM Resorts International
+$4.2M
141,443
减持
TPL
Texas Pacific Land Corporation
-$4.1M
3,003
-52%
减持
KMB
Kimberly-Clark Corporation
-$3.8M
166,072
-0%
减持
META
Meta Platforms Inc. Class A
-$3.7M
143,985
-0%
增持
ORCL
Oracle Corporation
-$3.6M
885,931
+7%
清仓
—
Medtronic PLC
-$3.5M
0
-100%
增持
—
Willis Towers Watson Public Li
+$3.3M
502,120
+2%
清仓
HII
Huntington Ingalls Industries,
-$3.1M
0
-100%
增持
GNW
Genworth Financial, Inc. Class
+$3.1M
17,806,363
+6%
增持
CSL
Carlisle Companies Incorporate
+$3.0M
33,903
+25%
减持
—
White Mountains Insurance Grou
+$2.9M
135,384
-3%
减持
WKC
World Fuel Services Corporatio
+$2.8M
1,182,343
-3%
减持
—
Liberty Latin America Ltd. Cla
-$2.7M
1,651,482
-0%
减持
—
Hostess Brands, Inc. Class A
+$2.6M
1,865,246
-3%
增持
CNC
Centene Corporation
+$2.6M
72,577
+101%
增持
ABBV
AbbVie, Inc.
-$2.6M
154,139
+2%
减持
PII
Polaris Inc.
-$2.5M
452,282
-2%
减持
BMY
Bristol-Myers Squibb Company
-$2.5M
404,830
-0%
增持
TXN
Texas Instruments Incorporated
+$2.5M
60,467
+35%
减持
EXE
Chesapeake Energy Corporation
+$2.3M
244,197
-4%
减持
SSNC
SS&C Technologies Holdings, In
-$2.0M
154,915
-5%
减持
MTB
M&T Bank Corporation
+$2.0M
119,632
-0%
增持
PKE
Park Aerospace Corp.
-$2.0M
1,217,735
+0%
减持
—
Liberty Media Corp. Series C L
-$2.0M
874,162
-10%
增持
TFC
Truist Financial Corporation
-$2.0M
508,444
+0%
增持
EPM
Evolution Petroleum Corporatio
+$1.9M
1,226,070
+1%
减持
—
Weatherford International Plc
+$1.9M
183,278
-4%
减持
LAD
Lithia Motors, Inc.
-$1.9M
26,894
-3%
减持
—
Ituran Location and Control Lt
-$1.7M
918,666
-3%
增持
WMB
Williams Companies, Inc.
-$1.7M
834,096
+2%
增持
UPS
United Parcel Service, Inc. Cl
-$1.7M
350,861
+10%
增持
ENOV
Enovis Corporation
-$1.7M
307,640
+7%
减持
SEIC
SEI Investments Company
-$1.6M
200,699
-5%
减持
AES
AES Corporation
+$1.6M
2,754,567
-5%
减持
SNBRQ
Sleep Number Corporation
+$1.5M
613,375
-1%
增持
AMT
American Tower Corporation
+$1.4M
51,176
+36%
减持
AMGN
Amgen Inc.
-$1.4M
74,268
-0%
增持
TRS
Trimas Corporation
-$1.1M
1,453,877
+7%
减持
WOOF
Petco Health & Wellness Compan
-$1.1M
266,948
-3%
增持
BKH
Black Hills Corporation
-$1.1M
211,422
+0%
增持
IDA
IDACORP, Inc.
-$1.0M
151,379
+0%
减持
JOE
St. Joe Company
-$1.0M
105,584
-5%
减持
—
CSG Systems International, Inc
-$1.0M
132,072
-1%
减持
—
Interpublic Group of Companies
-$928.0K
458,330
-0%
减持
GPC
Genuine Parts Company
-$926.0K
60,009
-19%
增持
—
GMS, Inc.
-$907.0K
404,053
+5%
增持
LMT
Lockheed Martin Corporation
-$898.0K
20,871
+0%
减持
APG
Api Group Corporation
-$865.0K
347,630
-5%
增持
NVR
NVR, Inc.
+$817.0K
13,642
+2%
减持
DLTR
Dollar Tree, Inc.
-$696.0K
26,894
-4%
减持
SJM
J.M. Smucker Company
+$686.0K
73,042
-0%
减持
PNC
PNC Financial Services Group,
-$639.0K
76,152
-0%
