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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 30
减持 93
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
WCC
WESCO International, Inc.
+$79.4M
456,659
增持
DK
Delek US Holdings Inc
+$79.2M
3,747,111
+510%
建仓
NVST
Envista Holdings Corp.
+$54.9M
2,283,073
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。
清仓
—
Hostess Brands, Inc. Class A
-$54.3M
0
-100%
增持
—
CRH public limited company
+$52.9M
1,181,901
+124%
建仓
NATL
NCR Atleos Corporation
+$40.2M
1,656,336
增持
ATKR
Atkore Inc
+$36.8M
1,260,290
+14%
减持
VYX
NCR Voyix Corporation
-$34.5M
3,312,335
-1%
增持
NWE
NorthWestern Energy Group, Inc
+$33.2M
2,168,217
+35%
减持
—
Air Transport Services Group,
-$32.5M
8,439,673
-3%
建仓
GEO
GEO Group Inc
+$32.2M
2,976,023
减持
FISV
Fiserv, Inc.
-$30.2M
318,023
-50%
清仓
CHTR
Charter Communications, Inc. C
-$29.9M
0
-100%
清仓
—
Leslie's, Inc.
-$29.9M
0
-100%
增持
GEHC
GE Healthcare Technologies Inc
+$29.9M
462,660
+440%
减持
CXW
CoreCivic, Inc.
+$29.5M
9,047,989
-0%
减持
CABO
Cable One, Inc.
-$26.8M
75,043
-33%
减持
TMUS
T-Mobile US, Inc.
-$25.1M
101,238
-66%
减持
ACIW
ACI Worldwide, Inc.
+$24.7M
3,372,436
-3%
减持
FNF
Fidelity National Financial, I
-$24.6M
865,525
-48%
增持
TAP
Molson Coors Beverage Company
+$24.1M
843,373
+95%
增持
EMBC
Embecta Corporation
+$23.3M
3,310,749
+27%
增持
TXNM
PNM Resources, Inc.
+$23.3M
1,154,420
+108%
减持
DXC
DXC Technology Co.
-$22.9M
331,054
-77%
减持
BRK/B
Berkshire Hathaway Inc. Class
-$22.5M
275,030
-20%
清仓
VRRM
Verra Mobility Corp. Class A
-$22.3M
0
-100%
清仓
—
American Equity Investment Lif
-$20.4M
0
-100%
增持
GPN
Global Payments Inc.
+$20.1M
228,337
+196%
增持
MDU
MDU Resources Group, Inc.
+$19.7M
2,931,590
+50%
减持
SM
SM Energy Company
-$19.1M
1,838,975
-19%
增持
PRSU
Viad Corp
+$18.4M
1,830,472
+0%
建仓
ARW
Arrow Electronics, Inc.
+$18.2M
149,137
增持
DAL
Delta Air Lines, Inc.
+$18.1M
613,068
+245%
减持
TRIP
TripAdvisor, Inc.
+$18.0M
4,051,815
-3%
增持
BJ
BJ's Wholesale Club Holdings,
-$17.9M
3,888,528
+0%
增持
UNF
UniFirst Corporation
+$17.5M
848,299
+0%
增持
GPC
Genuine Parts Company
+$17.3M
156,148
+418%
减持
CSL
Carlisle Companies Incorporate
-$16.7M
115,495
-43%
清仓
—
Liberty Latin America Ltd. Cla
-$16.6M
0
-100%
减持
—
Clarivate PLC
+$16.1M
6,683,993
-2%
增持
—
Summit Materials, Inc. Class A
+$16.1M
1,727,475
+7%
减持
AGX
Argan, Inc.
-$15.6M
1,109,515
-25%
增持
—
Alight, Inc. Class A
+$15.3M
9,360,406
+3%
减持
—
SP Plus Corporation
+$15.3M
1,428,239
-11%
减持
AES
AES Corporation
-$15.0M
1,412,431
-49%
减持
GNW
Genworth Financial, Inc. Class
+$14.0M
17,535,703
-0%
减持
KR
Kroger Co.
-$13.7M
1,719,776
-17%
减持
MGRC
McGrath RentCorp
+$12.3M
734,269
-3%
减持
QCOM
Qualcomm Incorporated
-$12.3M
93,171
-60%
清仓
MD
Pediatrix Medical Group, Inc.
-$12.3M
0
-100%
减持
NMRK
Newmark Group, Inc. Class A
+$12.2M
3,484,589
-14%
减持
USB
U.S. Bancorp
-$11.8M
527,765
-50%
清仓
—
Liberty Latin America Ltd. Cla
-$11.6M
0
-100%
减持
WMB
Williams Companies, Inc.
-$11.1M
1,309,695
-22%
减持
CNM
Core & Main, Inc. Class A
-$10.2M
136,703
-75%
减持
KDP
Keurig Dr Pepper Inc.
-$10.0M
1,306,661
-23%
增持
IMKTA
Ingles Markets, Incorporated C
+$10.0M
832,191
+1%
减持
CMCSA
Comcast Corporation Class A
-$10.0M
1,166,028
-15%
减持
AWI
Armstrong World Industries, In
-$9.3M
1,428,071
-31%
减持
—
Ituran Location and Control Lt
-$9.3M
504,598
-35%
减持
VST
Vistra Corp.
+$9.2M
4,334,385
-9%
减持
PFE
Pfizer Inc.
-$9.0M
695,696
-20%
减持
KKR
KKR & Co Inc
+$8.7M
513,225
-6%
减持
—
Unilever PLC Sponsored ADR
-$8.7M
777,743
-17%
清仓
MRK
Merck & Co., Inc.
-$8.7M
0
-100%
清仓
RBA
RB Global, Inc.
-$8.3M
0
-100%
建仓
DUK
Duke Energy Corporation
+$8.2M
84,567
增持
CCOI
Cogent Communications Holdings
+$8.2M
417,801
+10%
减持
—
Patterson Companies Incorporat
-$7.9M
2,528,287
-6%
减持
GLW
Corning Inc
-$7.6M
1,212,845
-17%
减持
WSO
Watsco, Inc.
-$7.5M
33,363
-42%
减持
MUSA
Murphy USA, Inc.
-$7.5M
390,058
-9%
减持
UPS
United Parcel Service, Inc. Cl
-$7.5M
243,616
-17%
减持
EXPE
Expedia Group, Inc.
-$7.4M
124,878
-51%
清仓
LBRDK
Liberty Broadband Corp. Class
-$7.2M
0
-100%
减持
—
GMS, Inc.
-$6.9M
73,417
-64%
建仓
MAA
Mid-America Apartment Communit
+$6.7M
50,137
清仓
BBSI
Barrett Business Services, Inc
-$6.4M
0
-100%
减持
VNT
Vontier Corp
+$6.4M
2,984,102
-5%
建仓
JNJ
Johnson & Johnson
+$6.1M
38,874
增持
BLCO
Bausch Lomb Corporation
+$6.0M
1,938,207
+22%
减持
EXE
Chesapeake Energy Corporation
-$6.0M
212,065
-18%
清仓
TFC
Truist Financial Corporation
-$5.9M
0
-100%
减持
RDN
Radian Group Inc.
+$5.8M
2,073,468
-2%
增持
TBRG
Computer Programs and Systems,
-$5.4M
1,174,503
+1%
减持
PNC
PNC Financial Services Group,
+$5.3M
175,432
-2%
清仓
—
WideOpenWest, Inc.
-$5.2M
0
-100%
清仓
BKH
Black Hills Corporation
-$5.2M
0
-100%
增持
ARE
Alexandria Real Estate Equitie
+$5.1M
63,363
+116%
减持
DLTR
Dollar Tree, Inc.
+$4.9M
170,205
-6%
减持
—
Dun & Bradstreet Holdings Inc
+$4.7M
6,811,395
-9%
减持
—
Premier, Inc. Class A
-$4.5M
838,950
-22%
建仓
—
Royalty Pharma Plc Class A
+$4.3M
154,639
减持
—
Ferguson Plc
-$4.3M
128,987
-27%
减持
—
Willis Towers Watson Public Li
-$4.3M
261,499
-19%
减持
AMT
American Tower Corporation
+$4.1M
110,193
-8%
清仓
BAX
Baxter International Inc.
-$4.0M
0
-100%
减持
CNNE
Cannae Holdings, Inc.
+$3.9M
5,589,766
-1%
增持
SWX
Southwest Gas Holdings, Inc.
+$3.9M
1,183,049
+1%
减持
NMIH
NMI Holdings, Inc. Class A
+$3.9M
1,686,429
-1%
减持
PII
Polaris Inc.
-$3.8M
384,722
-1%
减持
—
Valaris Ltd.
-$3.8M
340,979
-6%
减持
SU
Suncor Energy Inc.
-$3.7M
743,033
-7%
清仓
AVD
American Vanguard Corporation
-$3.6M
0
-100%
建仓
TSN
Tyson Foods, Inc. Class A
+$3.5M
66,038
减持
MU
Micron Technology, Inc.
+$3.4M
211,672
-2%
减持
PR
Permian Resources Corporation
-$3.4M
7,600,184
-1%
减持
—
Laboratory Corporation of Amer
-$3.1M
109,801
-21%
减持
AAP
Advance Auto Parts, Inc.
-$2.9M
633,861
-15%
减持
BMY
Bristol-Myers Squibb Company
-$2.9M
358,076
-2%
减持
EOG
EOG Resources, Inc.
-$2.8M
179,538
-7%
减持
EVTC
EVERTEC, Inc.
+$2.7M
2,069,066
-6%
减持
—
Forward Air Corporation
-$2.7M
398,619
-1%
减持
CNA
CNA Financial Corporation
+$2.7M
1,046,427
-1%
减持
—
Axis Capital Holdings Limited
-$2.7M
1,902,069
-1%
增持
—
Primo Water Corporation
+$2.6M
407,900
+59%
减持
YELP
Yelp Inc
+$2.6M
1,343,743
-8%
增持
LKQ
LKQ Corporation
-$2.4M
4,690,401
+2%
减持
LAD
Lithia Motors, Inc.
+$2.4M
82,660
-2%
增持
KMI
Kinder Morgan Inc Class P
+$2.3M
1,549,460
+3%
减持
PGR
Progressive Corporation
-$2.0M
298,399
-16%
减持
KELYA
Kelly Services, Inc. Class A
+$2.0M
831,254
-6%
增持
JOE
St. Joe Company
+$1.9M
119,387
+23%
减持
CCI
Crown Castle Inc.
+$1.8M
83,594
-2%
增持
RGLD
Royal Gold, Inc.
+$1.7M
52,578
+19%
减持
OVV
Ovintiv Inc
-$1.6M
343,780
-2%
增持
ETR
Entergy Corporation
+$1.6M
63,902
+20%
减持
MSM
MSC Industrial Direct Co., Inc
-$1.5M
372,285
-7%
减持
WKC
World Kinect Corporation
-$1.5M
1,163,922
-7%
减持
—
M.D.C. Holdings, Inc.
+$1.3M
98,139
-1%
减持
UNH
UnitedHealth Group Incorporate
-$1.2M
72,708
-7%
减持
MGM
MGM Resorts International
+$1.2M
170,064
-2%
减持
—
Interpublic Group of Companies
+$1.2M
362,623
-2%
减持
DINO
HF Sinclair Corporation
-$1.2M
734,937
-0%
减持
CSCO
Cisco Systems, Inc.
-$1.1M
249,366
-2%
减持
TGT
Target Corporation
+$1.1M
230,097
-20%
减持
—
Chubb Limited
+$1.1M
83,526
-2%
减持
SSNC
SS&C Technologies Holdings, In
+$1.0M
139,265
-2%
减持
PLUS
ePlus inc.
+$1.0M
1,537,959
-20%
增持
—
Arch Resources, Inc. Class A
+$977.2K
31,341
+27%
减持
BAM
Brookfield Asset Management Lt
+$937.7K
155,808
-2%
减持
BBWI
Bath & Body Works, Inc.
+$932.6K
109,244
-2%
减持
ULTA
Ulta Beauty Inc.
+$911.1K
15,300
-7%
减持
AMGN
Amgen Inc.
+$849.7K
67,198
-2%
减持
NVR
NVR, Inc.
+$814.2K
900
-2%
减持
TPL
Texas Pacific Land Corporation
-$798.4K
2,700
-2%
减持
EPD
Enterprise Products Partners L
-$708.7K
402,757
-3%
减持
ARES
Ares Management Corporation
-$708.0K
52,175
-22%
减持
TRS
Trimas Corporation
+$695.6K
1,472,513
-0%
减持
WEX
WEX Inc.
-$687.2K
727,456
-4%
