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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 68
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
CSL
Carlisle Companies Incorporate
+$74.9M
358,286
+957%
增持
WEX
WEX Inc.
+$66.3M
559,209
+181%
减持
SBUX
Starbucks Corporation
-$58.0M
73,773
-90%
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
TRU
TransUnion
+$53.3M
938,714
减持
GOOG
Alphabet Inc. Class C
-$52.1M
510,332
-50%
减持
FIX
Comfort Systems USA, Inc.
-$48.4M
592,389
-51%
建仓
RDN
Radian Group Inc.
+$48.0M
2,517,737
清仓
ACI
Albertsons Companies, Inc. Cla
-$46.2M
0
-100%
增持
SWX
Southwest Gas Holdings, Inc.
+$44.5M
850,500
+631%
建仓
CABO
Cable One, Inc.
+$42.3M
59,359
减持
ATKR
Atkore Inc
+$40.9M
1,150,539
-0%
减持
—
Unilever PLC Sponsored ADR
-$40.8M
927,299
-54%
减持
—
Hostess Brands, Inc. Class A
-$38.0M
239,708
-87%
建仓
BX
Blackstone Inc.
+$37.9M
510,698
增持
MSGS
Madison Square Garden Sports C
+$37.5M
218,518
+1055%
建仓
BAX
Baxter International Inc.
+$35.3M
693,383
增持
LKQ
LKQ Corporation
+$33.5M
4,377,495
+3%
增持
ABG
Asbury Automotive Group, Inc.
+$33.1M
545,922
+27%
增持
GNW
Genworth Financial, Inc. Class
+$32.4M
17,899,721
+1%
减持
V
Visa Inc. Class A
-$29.7M
180,991
-52%
减持
DINO
HF Sinclair Corporation
-$29.4M
547,106
-49%
增持
—
Air Transport Services Group,
+$28.9M
8,371,070
+7%
增持
CXW
CoreCivic, Inc.
+$26.5M
8,588,691
+4%
减持
FNF
Fidelity National Financial, I
-$25.4M
228,958
-76%
清仓
CW
Curtiss-Wright Corporation
-$24.1M
0
-100%
增持
—
Univar Solutions Inc.
+$24.0M
2,506,123
+2%
增持
PR
Permian Resources Corporation
+$23.5M
8,442,740
+3%
减持
AAP
Advance Auto Parts, Inc.
-$23.3M
819,041
-11%
增持
SNX
TD SYNNEX Corporation
+$22.7M
1,288,317
+5%
增持
—
White Mountains Insurance Grou
+$20.8M
139,423
+3%
减持
NVR
NVR, Inc.
-$20.6M
7,329
-46%
减持
—
Liberty Media Corp. Series C L
-$20.5M
317,788
-64%
减持
—
American Equity Investment Lif
-$20.5M
1,987,762
-33%
增持
—
Leslie's, Inc.
+$19.9M
4,881,719
+81%
清仓
META
Meta Platforms Inc. Class A
-$19.5M
0
-100%
减持
KDP
Keurig Dr Pepper Inc.
-$19.2M
968,758
-35%
减持
UNF
UniFirst Corporation
+$18.9M
938,471
-3%
减持
ORCL
Oracle Corporation
+$17.4M
875,344
-1%
增持
NMIH
NMI Holdings, Inc. Class A
+$17.4M
2,027,483
+66%
建仓
EVR
Evercore Inc. Class A
+$16.4M
150,645
增持
VYX
NCR Corporation
+$16.2M
3,257,680
+3%
增持
IMKTA
Ingles Markets, Incorporated C
+$14.3M
771,430
+2%
增持
—
IAA, Inc.
+$14.0M
1,226,593
+11%
清仓
OGE
OGE Energy Corp.
-$13.6M
0
-100%
减持
MD
Pediatrix Medical Group, Inc.
-$13.2M
2,337,844
-19%
增持
KR
Kroger Co.
+$13.2M
1,355,943
+25%
减持
BRK/B
Berkshire Hathaway Inc. Class
+$13.0M
485,652
-5%
增持
TAP
Molson Coors Beverage Company
+$12.9M
1,858,195
+8%
减持
—
Axalta Coating Systems Ltd.
-$12.8M
2,148,764
-33%
增持
AWI
Armstrong World Industries, In
-$12.7M
1,413,488
+2%
减持
AES
AES Corporation
+$12.6M
2,602,343
-6%
增持
AMT
American Tower Corporation
+$12.1M
108,917
+113%
增持
—
Patterson Companies Incorporat
+$12.0M
2,815,260
+1%
增持
USB
U.S. Bancorp
+$11.9M
2,234,928
+5%
增持
YELP
Yelp Inc
-$11.9M
2,012,841
+2%
增持
—
Alight, Inc. Class A
+$11.0M
8,931,374
+3%
增持
VNT
Vontier Corp
+$10.6M
3,398,066
+3%
增持
MGRC
McGrath RentCorp
+$10.5M
697,895
+0%
增持
—
Axis Capital Holdings Limited
+$10.0M
1,832,416
+1%
增持
EVTC
EVERTEC, Inc.
+$9.8M
2,035,896
+14%
增持
KKR
KKR & Co Inc
+$9.7M
1,088,834
+15%
增持
PFE
Pfizer Inc.
+$9.6M
1,287,641
+0%
增持
CMCSA
Comcast Corporation Class A
+$9.3M
1,511,858
+2%
增持
TMUS
T-Mobile US, Inc.
+$9.1M
338,159
+19%
减持
VST
Vistra Corp.
+$9.1M
4,325,015
-0%
增持
AGX
Argan, Inc.
+$9.0M
1,766,567
+1%
增持
SU
Suncor Energy Inc.
+$8.9M
965,995
+25%
建仓
VRRM
Verra Mobility Corp. Class A
+$8.7M
630,243
增持
ESAB
ESAB Corporation
+$8.6M
602,591
+2%
减持
—
Ferguson Plc
+$8.6M
463,471
-5%
减持
QCOM
Qualcomm Incorporated
-$8.5M
237,910
-22%
增持
—
SP Plus Corporation
+$8.4M
1,713,091
+5%
增持
MDU
MDU Resources Group Inc
+$8.1M
1,918,960
+5%
减持
ENOV
Enovis Corporation
-$7.4M
127,219
-59%
增持
PLUS
ePlus inc.
+$7.3M
1,900,459
+3%
减持
—
STORE Capital Corporation
-$7.3M
223,501
-51%
增持
BJ
BJ's Wholesale Club Holdings,
-$7.2M
2,327,311
+5%
减持
MTB
M&T Bank Corporation
-$7.1M
96,621
-19%
清仓
HAE
Haemonetics Corporation
-$7.0M
0
-100%
增持
CNA
CNA Financial Corporation
+$6.4M
1,026,648
+2%
增持
CCOI
Cogent Communications Holdings
+$6.1M
307,751
+40%
清仓
OMAB
Grupo Aeroportuario del Centro
-$5.9M
0
-100%
增持
EOG
EOG Resources, Inc.
+$5.9M
311,598
+1%
建仓
ATR
AptarGroup, Inc.
+$5.8M
52,461
增持
GLW
Corning Inc
+$5.7M
1,449,288
+4%
增持
WKC
World Fuel Services Corporatio
+$5.5M
1,215,892
+3%
增持
WMB
Williams Companies, Inc.
+$5.3M
886,712
+6%
建仓
EXPD
Expeditors International Of Wa
+$5.0M
47,674
建仓
—
Howard Hughes Corporation
+$4.8M
62,929
建仓
—
Valaris Ltd.
+$4.8M
70,436
增持
TXN
Texas Instruments Incorporated
+$4.7M
85,168
+41%
增持
SNBRQ
Sleep Number Corporation
-$4.5M
624,465
+2%
减持
FIS
Fidelity National Information
-$4.5M
129,711
-26%
增持
TRS
Trimas Corporation
+$4.3M
1,470,016
+1%
增持
CSCO
Cisco Systems, Inc.
+$3.9M
383,701
+7%
清仓
—
Magellan Midstream Partners, L
-$3.9M
0
-100%
增持
DXC
DXC Technology Co.
+$3.9M
1,542,818
+2%
减持
—
Chubb Limited
+$3.7M
114,144
-3%
减持
GPC
Genuine Parts Company
-$3.6M
31,089
-48%
减持
—
Willis Towers Watson Public Li
-$3.6M
397,947
-21%
减持
KMB
Kimberly-Clark Corporation
+$3.5M
163,637
-1%
增持
PII
Polaris Inc.
+$3.4M
462,382
+2%
减持
—
GMS, Inc.
+$3.4M
392,581
-3%
减持
UPS
United Parcel Service, Inc. Cl
+$3.3M
344,834
-2%
增持
APG
Api Group Corporation
+$3.3M
418,574
+20%
减持
—
Weatherford International Plc
-$3.2M
53,394
-71%
增持
—
Liberty Latin America Ltd. Cla
+$3.2M
2,140,573
+1%
清仓
LBRDK
Liberty Broadband Corp. Class
-$3.1M
0
-100%
减持
TPL
Texas Pacific Land Corporation
-$3.1M
964
-68%
清仓
MPC
Marathon Petroleum Corporation
-$3.1M
0
-100%
增持
ICUI
ICU Medical, Inc.
+$3.0M
292,072
+2%
减持
—
Summit Materials, Inc. Class A
+$2.9M
700,159
-1%
清仓
NWSA
News Corporation Class A
-$2.8M
0
-100%
增持
MUSA
Murphy USA, Inc.
+$2.7M
295,742
+2%
减持
—
Ituran Location and Control Lt
-$2.7M
886,863
-3%
减持
KELYA
Kelly Services, Inc. Class A
+$2.6M
894,250
-3%
减持
SEIC
SEI Investments Company
-$2.5M
125,393
-38%
增持
LAD
Lithia Motors, Inc.
+$2.4M
40,046
+49%
增持
CNNE
Cannae Holdings, Inc.
+$2.4M
5,709,597
+2%
减持
ACIW
ACI Worldwide, Inc.
-$2.4M
3,547,753
-12%
减持
PKE
Park Aerospace Corp.
+$2.4M
1,178,137
-3%
减持
AMGN
Amgen Inc.
+$2.3M
72,661
-2%
建仓
POOL
Pool Corporation
+$2.3M
7,628
增持
OVV
Ovintiv Inc
+$2.3M
340,588
+4%
增持
MU
Micron Technology, Inc.
+$2.2M
216,128
+26%
减持
—
Liberty Latin America Ltd. Cla
+$2.2M
1,649,881
-0%
减持
LMT
Lockheed Martin Corporation
-$2.1M
12,162
-42%
减持
MRK
Merck & Co., Inc.
+$2.1M
88,474
-2%
增持
CNC
Centene Corporation
+$2.0M
93,440
+29%
减持
EPD
Enterprise Products Partners L
-$1.9M
415,882
-17%
增持
—
Dun & Bradstreet Holdings Inc
+$1.9M
4,297,357
+5%
增持
MGM
MGM Resorts International
+$1.8M
180,206
+27%
减持
KMI
Kinder Morgan Inc Class P
+$1.8M
1,575,506
-2%
增持
CVS
CVS Health Corporation
+$1.7M
495,093
+6%
减持
APO
Apollo Global Management Inc.
+$1.7M
108,696
-4%
减持
FISV
Fiserv, Inc.
+$1.6M
833,348
-6%
增持
BLCO
Bausch Lomb Corporation
+$1.6M
1,652,166
+6%
增持
FSK
FS KKR Capital Corp.
+$1.5M
1,830,064
+2%
减持
TGT
Target Corporation
-$1.4M
177,632
-6%
建仓
HGTY
Hagerty Inc Class A
+$1.4M
169,718
减持
SJM
J.M. Smucker Company
+$1.3M
71,844
-2%
减持
PEP
PepsiCo, Inc.
+$1.3M
89,441
-2%
增持
ARES
Ares Management Corporation
+$1.2M
129,245
+5%
减持
BMY
Bristol-Myers Squibb Company
-$1.2M
383,185
-5%
减持
DHI
D.R. Horton, Inc.
+$1.2M
63,883
-4%
减持
ABBV
AbbVie, Inc.
-$1.1M
120,958
-22%
减持
—
Premier, Inc. Class A
+$1.1M
5,608,930
-2%
减持
—
Interpublic Group of Companies
+$1.0M
383,289
-16%
减持
MSM
MSC Industrial Direct Co., Inc
+$960.8K
142,801
-3%
减持
IDA
IDACORP, Inc.
+$953.5K
147,812
-2%
