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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 33
减持 93
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TXNM
PNM Resources, Inc.
+$60.6M
2,886,260
+150%
建仓
—
Nomad Foods Ltd.
+$53.8M
2,749,598
减持
—
SP Plus Corporation
-$52.3M
399,508
-72%
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。
减持
—
Air Transport Services Group,
-$52.0M
7,022,128
-17%
建仓
ELV
Elevance Health, Inc.
+$51.2M
98,762
减持
AWI
Armstrong World Industries, In
-$48.0M
743,552
-48%
建仓
RPC
P10, Inc. Class A
+$43.5M
5,170,660
建仓
HCC
Warrior Met Coal, Inc.
+$41.5M
683,634
增持
BJ
BJ's Wholesale Club Holdings,
+$36.0M
3,902,604
+0%
建仓
CASY
Casey's General Stores, Inc.
+$35.7M
112,036
减持
FNF
Fidelity National Financial, I
-$32.3M
222,937
-74%
减持
—
White Mountains Insurance Grou
+$29.9M
123,321
-3%
减持
—
Dun & Bradstreet Holdings Inc
-$29.4M
5,006,972
-26%
增持
DK
Delek US Holdings Inc
+$27.0M
4,023,352
+7%
建仓
MTN
Vail Resorts, Inc.
+$26.8M
120,088
清仓
—
Forward Air Corporation
-$25.1M
0
-100%
增持
GOOG
Alphabet Inc. Class C
+$24.9M
274,164
+130%
减持
NATL
NCR Atleos Corporation
-$24.6M
791,150
-52%
清仓
DLTR
Dollar Tree, Inc.
-$24.2M
0
-100%
减持
ATKR
Atkore Inc
+$22.4M
1,176,824
-7%
建仓
BRC
Brady Corporation Class A
+$22.0M
371,672
减持
LKQ
LKQ Corporation
+$21.2M
4,593,137
-2%
增持
MDU
MDU Resources Group, Inc.
+$20.8M
3,127,557
+7%
增持
AAP
Advance Auto Parts, Inc.
+$20.6M
697,157
+10%
增持
ARW
Arrow Electronics, Inc.
+$20.3M
297,745
+100%
清仓
—
Premier, Inc. Class A
-$18.8M
0
-100%
建仓
VSTS
Vestis Corporation
+$18.0M
933,751
减持
KR
Kroger Co.
+$17.9M
1,688,905
-2%
减持
CABO
Cable One, Inc.
-$17.8M
56,653
-25%
建仓
OPLN
OPENLANE, Inc.
+$17.1M
990,554
增持
EMBC
Embecta Corporation
-$16.9M
3,446,886
+4%
增持
PII
Polaris Inc.
+$16.7M
531,180
+38%
减持
KKR
KKR & Co Inc
-$16.7M
257,033
-50%
减持
MUSA
Murphy USA, Inc.
+$16.6M
371,294
-5%
减持
SM
SM Energy Company
+$16.5M
1,758,754
-4%
增持
MGM
MGM Resorts International
+$16.3M
505,392
+197%
减持
VNT
Vontier Corp
-$16.0M
1,919,846
-36%
减持
FISV
Fiserv, Inc.
-$15.4M
168,208
-47%
增持
—
Summit Materials, Inc. Class A
+$15.0M
1,828,255
+6%
减持
WEX
WEX Inc.
+$14.8M
658,000
-10%
减持
VST
Vistra Corp.
-$14.4M
2,190,243
-49%
减持
VYX
NCR Voyix Corporation
-$14.3M
3,298,873
-0%
建仓
RPAY
Repay Holdings Corp. Class A
+$14.3M
1,298,943
减持
—
Clarivate PLC
-$14.2M
6,421,257
-4%
减持
PLUS
ePlus inc.
-$14.2M
1,383,202
-10%
增持
WCC
WESCO International, Inc.
+$13.5M
542,172
+19%
减持
SWX
Southwest Gas Holdings, Inc.
+$13.3M
1,159,174
-2%
清仓
TBRG
Computer Programs and Systems,
-$13.2M
0
-100%
减持
GEHC
GE Healthcare Technologies Inc
-$12.7M
253,552
-45%
减持
CNNE
Cannae Holdings, Inc.
+$12.4M
5,462,886
-2%
增持
—
Alight, Inc. Class A
+$12.4M
9,367,855
+0%
减持
—
Axis Capital Holdings Limited
+$11.9M
1,803,046
-5%
减持
CCOI
Cogent Communications Holdings
-$11.7M
307,698
-26%
减持
UNF
UniFirst Corporation
-$11.0M
831,322
-2%
减持
PFE
Pfizer Inc.
-$10.7M
336,615
-52%
减持
KDP
Keurig Dr Pepper Inc.
-$9.9M
1,095,961
-16%
增持
GEO
GEO Group Inc
+$9.8M
2,979,356
+0%
增持
—
Royalty Pharma Plc Class A
+$9.1M
442,380
+186%
减持
IMKTA
Ingles Markets, Incorporated C
-$8.8M
822,383
-1%
减持
GNW
Genworth Financial, Inc. Class
-$8.5M
16,898,170
-4%
清仓
SJM
J.M. Smucker Company
-$8.3M
0
-100%
减持
NVST
Envista Holdings Corp.
-$8.2M
2,185,471
-4%
增持
EXPE
Expedia Group, Inc.
+$8.1M
196,397
+57%
增持
EOG
EOG Resources, Inc.
+$8.1M
232,921
+30%
增持
GPC
Genuine Parts Company
+$8.0M
191,447
+23%
减持
IDA
IDACORP, Inc.
-$7.9M
551,341
-8%
减持
EVTC
EVERTEC, Inc.
-$7.9M
1,925,935
-7%
减持
CSL
Carlisle Companies Incorporate
+$7.7M
111,724
-3%
清仓
DXC
DXC Technology Co.
-$7.6M
0
-100%
建仓
—
Duckhorn Portfolio, Inc.
+$7.5M
805,832
减持
AES
AES Corporation
-$7.4M
1,104,644
-22%
清仓
—
GMS, Inc.
-$6.1M
0
-100%
减持
CMCSA
Comcast Corporation Class A
-$6.0M
1,041,747
-11%
减持
—
CRH public limited company
+$5.8M
1,015,334
-14%
增持
—
Valaris Ltd.
+$5.7M
386,247
+13%
减持
AMT
American Tower Corporation
-$5.6M
92,176
-16%
清仓
CNM
Core & Main, Inc. Class A
-$5.5M
0
-100%
减持
PRSU
Viad Corp
+$5.5M
1,816,452
-1%
清仓
—
M.D.C. Holdings, Inc.
-$5.4M
0
-100%
增持
TAP
Molson Coors Beverage Company
+$5.3M
846,673
+0%
减持
NMRK
Newmark Group, Inc. Class A
-$5.3M
2,967,784
-15%
减持
ABBV
AbbVie, Inc.
-$5.2M
69,130
-40%
清仓
MTB
M&T Bank Corporation
-$5.0M
0
-100%
减持
UPS
United Parcel Service, Inc. Cl
-$4.9M
224,801
-8%
清仓
BBWI
Bath & Body Works, Inc.
-$4.7M
0
-100%
增持
DNOW
DNOW Inc.
+$4.7M
862,153
+16%
减持
KMI
Kinder Morgan Inc Class P
-$4.7M
1,236,194
-20%
减持
PR
Permian Resources Corporation
+$4.6M
6,111,448
-20%
减持
—
Willis Towers Watson Public Li
-$4.5M
212,850
-19%
减持
PNC
PNC Financial Services Group,
-$4.5M
140,039
-20%
减持
MSM
MSC Industrial Direct Co., Inc
-$4.4M
342,781
-8%
减持
AMGN
Amgen Inc.
-$4.3M
52,917
-21%
减持
ULTA
Ulta Beauty Inc.
-$4.2M
6,222
-59%
减持
FSK
FS KKR Capital Corp.
-$4.2M
1,696,920
-7%
减持
USB
U.S. Bancorp
-$4.2M
416,520
-21%
减持
EPD
Enterprise Products Partners L
-$4.0M
226,862
-44%
增持
NWE
NorthWestern Energy Group, Inc
+$4.0M
2,244,271
+4%
减持
SYY
Sysco Corporation
-$3.9M
118,870
-36%
减持
DAL
Delta Air Lines, Inc.
+$3.7M
593,507
-3%
建仓
AVT
Avnet, Inc.
+$3.7M
75,412
减持
CXW
CoreCivic, Inc.
+$3.7M
8,659,179
-4%
减持
UNH
UnitedHealth Group Incorporate
-$3.7M
69,908
-4%
减持
LAD
Lithia Motors, Inc.
-$3.7M
78,280
-5%
减持
RDN
Radian Group Inc.
-$3.6M
1,662,408
-20%
清仓
TSN
Tyson Foods, Inc. Class A
-$3.5M
0
-100%
减持
—
Unilever PLC Sponsored ADR
-$3.4M
684,497
-12%
减持
QCOM
Qualcomm Incorporated
-$3.2M
60,639
-35%
减持
GPN
Global Payments Inc.
-$3.2M
193,369
-15%
减持
BMY
Bristol-Myers Squibb Company
-$3.1M
282,527
-21%
减持
KMB
Kimberly-Clark Corporation
-$3.0M
119,698
-21%
减持
CSCO
Cisco Systems, Inc.
-$2.8M
196,740
-21%
减持
WKC
World Kinect Corporation
+$2.7M
1,105,153
-5%
减持
DINO
HF Sinclair Corporation
+$2.7M
721,403
-2%
减持
CCI
Crown Castle Inc.
-$2.7M
65,620
-22%
减持
SU
Suncor Energy Inc.
+$2.7M
717,303
-3%
减持
PEP
PepsiCo, Inc.
-$2.6M
65,659
-21%
减持
WSO
Watsco, Inc.
-$2.5M
27,249
-18%
减持
SNX
TD SYNNEX Corporation
+$2.5M
1,126,364
-3%
减持
—
Interpublic Group of Companies
-$2.5M
286,275
-21%
增持
YELP
Yelp Inc
+$2.4M
1,674,487
+25%
增持
PKE
Park Aerospace Corp.
+$2.3M
1,188,779
+0%
增持
MAA
Mid-America Apartment Communit
+$2.2M
67,590
+35%
增持
JNJ
Johnson & Johnson
+$2.0M
51,368
+32%
减持
OVV
Ovintiv Inc
+$2.0M
329,740
-4%
减持
KELYA
Kelly Services, Inc. Class A
-$1.9M
640,105
-23%
减持
TRIP
TripAdvisor, Inc.
+$1.9M
3,208,625
-21%
减持
MU
Micron Technology, Inc.
+$1.9M
169,569
-20%
减持
GLW
Corning Inc
-$1.9M
1,064,055
-12%
增持
DUK
Duke Energy Corporation
+$1.8M
103,232
+22%
增持
RGLD
Royal Gold, Inc.
+$1.8M
66,741
+27%
增持
DG
Dollar General Corporation
+$1.7M
33,011
+32%
减持
—
Chubb Limited
-$1.7M
66,167
-21%
减持
—
CSG Systems International, Inc
-$1.5M
96,457
-21%
减持
ORCL
Oracle Corporation
-$1.5M
247,482
-20%
减持
TDW
Tidewater Inc
+$1.5M
76,219
-1%
减持
NMIH
NMI Holdings, Inc. Class A
+$1.4M
1,592,416
-6%
减持
WMB
Williams Companies, Inc.
-$1.3M
1,136,831
-13%
减持
PGR
Progressive Corporation
+$1.3M
236,086
-21%
增持
—
Primo Water Corporation
+$1.3M
408,143
+0%
减持
APO
Apollo Global Management Inc
-$1.3M
48,972
-33%
减持
TRS
Trimas Corporation
+$1.3M
1,443,062
-2%
增持
—
Patterson Companies Incorporat
-$1.2M
2,556,231
+1%
减持
LMT
Lockheed Martin Corporation
-$1.2M
4,397
-38%
增持
ETR
Entergy Corporation
+$1.2M
72,092
+13%
减持
ARES
Ares Management Corporation
-$1.1M
38,274
-27%
减持
EXE
Chesapeake Energy Corporation
+$1.1M
195,727
-8%
增持
—
Laboratory Corporation of Amer
+$1.1M
119,118
+8%
减持
TXN
Texas Instruments Incorporated
-$997.4K
72,638
-9%
减持
NVR
NVR, Inc.
+$916.7K
891
-1%
减持
TGT
Target Corporation
-$851.4K
180,120
-22%
