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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 50
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VST
Vistra Corp.
-$102.6M
580,568
-73%
减持
LKQ
LKQ Corporation
-$90.4M
3,725,189
-19%
减持
ATKR
Atkore Inc
-$76.3M
1,094,967
-7%
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
MAA
Mid-America Apartment Communit
+$60.3M
485,007
+618%
建仓
PZZA
Papa John's International, Inc
+$57.1M
1,215,180
增持
OPLN
OPENLANE, Inc.
+$55.4M
4,373,983
+342%
建仓
IWD
iShares Russell 1000 Value ETF
+$52.9M
303,307
建仓
WSC
Willscot Mobile Mini Holdings
+$50.7M
1,346,051
增持
LAD
Lithia Motors, Inc.
+$48.8M
286,400
+266%
建仓
LEN
Lennar Corporation Class A
+$48.4M
323,065
建仓
GXO
GXO Logistics Inc
+$47.1M
931,828
减持
PLUS
ePlus inc.
-$43.0M
890,220
-36%
增持
ULTA
Ulta Beauty Inc.
+$43.0M
119,753
+1825%
建仓
LGIH
LGI Homes, Inc.
+$42.6M
476,532
建仓
LH
Labcorp Holdings Inc.
+$42.0M
206,176
减持
TRIP
TripAdvisor, Inc.
-$40.1M
2,752,374
-14%
减持
WCC
WESCO International, Inc.
-$34.9M
365,459
-33%
增持
WEX
WEX Inc.
-$34.7M
686,201
+4%
增持
—
Summit Materials, Inc. Class A
+$31.2M
3,079,250
+68%
减持
MDU
MDU Resources Group, Inc.
-$30.6M
1,921,178
-39%
减持
PR
Permian Resources Corporation
-$27.8M
4,958,497
-19%
增持
TAP
Molson Coors Beverage Company
+$26.8M
1,647,926
+95%
清仓
—
Laboratory Corporation of Amer
-$26.0M
0
-100%
减持
BRK/B
Berkshire Hathaway Inc. Class
-$24.6M
180,481
-23%
减持
GOOG
Alphabet Inc. Class C
-$24.4M
94,621
-65%
减持
—
Patterson Companies Incorporat
-$24.4M
1,919,270
-25%
减持
CXW
CoreCivic, Inc.
-$23.9M
8,571,275
-1%
减持
DAL
Delta Air Lines, Inc.
-$23.4M
106,359
-82%
增持
DK
Delek US Holdings Inc
-$23.3M
4,054,319
+1%
建仓
SBUX
Starbucks Corporation
+$23.2M
298,416
减持
CSL
Carlisle Companies Incorporate
-$22.4M
52,677
-53%
增持
RPC
P10, Inc. Class A
+$22.3M
7,768,979
+50%
减持
CABO
Cable One, Inc.
-$21.9M
5,926
-90%
清仓
—
SP Plus Corporation
-$20.9M
0
-100%
增持
—
Alight, Inc. Class A
-$20.7M
9,702,121
+4%
增持
KMI
Kinder Morgan Inc Class P
+$20.6M
2,177,885
+76%
增持
ACIW
ACI Worldwide, Inc.
+$20.3M
3,118,428
+0%
减持
—
Ferguson Plc
-$19.9M
28,143
-76%
减持
SNX
TD SYNNEX Corporation
-$19.9M
931,240
-17%
增持
CNNE
Cannae Holdings, Inc.
-$19.6M
5,614,953
+3%
减持
MTN
Vail Resorts, Inc.
-$18.1M
48,305
-60%
清仓
VSTS
Vestis Corporation
-$18.0M
0
-100%
减持
WMB
Williams Companies, Inc.
-$17.6M
628,683
-45%
清仓
EXE
Chesapeake Energy Corporation
-$17.4M
0
-100%
减持
TGT
Target Corporation
-$17.1M
99,971
-44%
减持
MUSA
Murphy USA, Inc.
+$17.0M
367,779
-1%
减持
YELP
Yelp Inc
-$15.9M
1,354,852
-19%
增持
—
Duckhorn Portfolio, Inc.
+$14.7M
3,121,548
+287%
增持
UNH
UnitedHealth Group Incorporate
+$14.5M
96,331
+38%
减持
—
Clarivate PLC
-$14.3M
5,875,421
-9%
增持
GEHC
GE Healthcare Technologies Inc
+$13.8M
472,813
+86%
增持
VNT
Vontier Corp
-$12.9M
1,940,808
+1%
减持
ARW
Arrow Electronics, Inc.
-$12.8M
213,062
-28%
增持
AAP
Advance Auto Parts, Inc.
-$12.4M
740,793
+6%
增持
—
Willis Towers Watson Public Li
+$11.9M
268,691
+26%
减持
BJ
BJ's Wholesale Club Holdings,
-$11.7M
3,227,922
-17%
增持
—
Axis Capital Holdings Limited
+$11.7M
1,824,712
+1%
增持
EVTC
EVERTEC, Inc.
-$11.7M
1,960,727
+2%
减持
SU
Suncor Energy Inc.
-$11.5M
393,308
-45%
减持
CASY
Casey's General Stores, Inc.
-$11.5M
63,456
-43%
减持
IDA
IDACORP, Inc.
-$11.3M
428,278
-22%
减持
KDP
Keurig Dr Pepper Inc.
-$11.2M
670,897
-39%
减持
NVST
Envista Holdings Corp.
-$10.8M
2,160,597
-1%
增持
SM
SM Energy Company
-$10.7M
1,779,904
+1%
增持
KR
Kroger Co.
-$10.7M
1,717,963
+2%
增持
PII
Polaris Inc.
-$10.6M
543,637
+2%
增持
—
Nomad Foods Ltd.
+$10.6M
3,904,913
+42%
减持
PGR
Progressive Corporation
-$9.9M
187,338
-21%
减持
—
White Mountains Insurance Grou
-$9.9M
116,320
-6%
减持
NATL
NCR Atleos Corporation
-$9.5M
227,460
-71%
增持
MGRC
McGrath RentCorp
-$9.4M
741,559
+4%
建仓
PAYC
Paycom Software, Inc.
+$9.2M
64,287
减持
KKR
KKR & Co Inc
-$8.9M
160,880
-37%
减持
EOG
EOG Resources, Inc.
-$7.8M
174,240
-25%
增持
AWI
Armstrong World Industries, In
-$7.7M
747,307
+1%
增持
PRSU
Viad Corp
-$7.7M
1,882,805
+4%
减持
KELYA
Kelly Services, Inc. Class A
-$7.7M
389,638
-39%
减持
GPN
Global Payments Inc.
-$7.5M
189,973
-2%
建仓
VMI
Valmont Industries, Inc.
+$6.5M
23,776
建仓
CHH
Choice Hotels International, I
+$6.4M
53,496
减持
MSM
MSC Industrial Direct Co., Inc
-$6.2M
341,081
-0%
减持
BMY
Bristol-Myers Squibb Company
-$6.2M
220,474
-22%
增持
SWX
Southwest Gas Holdings, Inc.
-$5.8M
1,171,769
+1%
减持
FISV
Fiserv, Inc.
-$5.7M
141,796
-16%
清仓
ATR
AptarGroup, Inc.
-$5.7M
0
-100%
减持
FNF
Fidelity National Financial, I
-$5.7M
124,622
-44%
减持
CMCSA
Comcast Corporation Class A
-$5.4M
1,015,800
-2%
清仓
CACI
Caci International Inc Class A
-$5.4M
0
-100%
增持
AVT
Avnet, Inc.
+$5.2M
173,508
+130%
减持
GPC
Genuine Parts Company
-$5.2M
176,932
-8%
减持
GLW
Corning Inc
+$5.2M
1,035,359
-3%
减持
AGX
Argan, Inc.
+$5.0M
780,816
-24%
减持
QCOM
Qualcomm Incorporated
-$4.6M
28,531
-53%
增持
BLCO
Bausch Lomb Corporation
-$4.6M
1,934,427
+2%
增持
GNW
Genworth Financial, Inc.
-$4.4M
17,260,334
+2%
建仓
RHI
Robert Half Inc.
+$4.2M
65,382
建仓
—
CNH Industrial NV
+$4.1M
405,875
增持
ABG
Asbury Automotive Group, Inc.
+$3.9M
66,630
+40%
建仓
CRM
Salesforce, Inc.
+$3.9M
15,246
增持
DINO
HF Sinclair Corporation
-$3.8M
744,806
+3%
减持
RPAY
Repay Holdings Corp. Class A
-$3.8M
995,680
-23%
清仓
—
Endeavor Group Holdings, Inc.
-$3.8M
0
-100%
建仓
GOOGL
Alphabet Inc. Class A
+$3.7M
20,356
增持
UNF
UniFirst Corporation
+$3.7M
861,991
+4%
增持
RDN
Radian Group Inc.
-$3.6M
1,673,050
+1%
减持
CCOI
Cogent Communications Holdings
-$3.4M
296,361
-4%
减持
WSO
Watsco, Inc.
-$3.3M
18,277
-33%
增持
BRC
Brady Corporation Class A
+$3.1M
381,392
+3%
增持
—
CRH public limited company
+$3.1M
1,209,864
+19%
减持
NWE
NorthWestern Energy Group, Inc
-$3.1M
2,220,355
-1%
增持
PKE
Park Aerospace Corp.
-$3.1M
1,218,750
+3%
减持
UPS
United Parcel Service, Inc. Cl
-$2.9M
222,601
-1%
增持
HCC
Warrior Met Coal, Inc.
+$2.9M
707,970
+4%
减持
USB
U.S. Bancorp
-$2.8M
397,997
-4%
增持
—
Dun & Bradstreet Holdings Inc
-$2.7M
5,137,325
+3%
减持
TMUS
T-Mobile US, Inc.
-$2.7M
75,702
-23%
减持
ETR
Entergy Corporation
-$2.6M
47,028
-35%
增持
NMRK
Newmark Group, Inc. Class A
-$2.2M
3,001,308
+1%
减持
OVV
Ovintiv Inc
-$2.2M
318,125
-4%
减持
RGLD
Royal Gold, Inc.
-$2.2M
47,598
-29%
减持
—
Royalty Pharma Plc Class A
-$2.1M
428,062
-3%
减持
ORCL
Oracle Corporation
+$2.1M
235,144
-5%
增持
EXPD
Expeditors International Of Wa
+$2.0M
59,440
+34%
减持
DNOW
DNOW Inc.
-$2.0M
808,217
-6%
减持
NMIH
NMI Holdings, Inc.
+$1.8M
1,566,833
-2%
增持
DUK
Duke Energy Corporation
+$1.8M
117,146
+13%
减持
TDW
Tidewater Inc
-$1.8M
55,195
-28%
减持
PNC
PNC Financial Services Group,
-$1.8M
134,259
-4%
增持
CNA
CNA Financial Corporation
+$1.7M
1,006,953
+2%
减持
MGM
MGM Resorts International
-$1.7M
497,678
-2%
增持
TXNM
PNM Resources, Inc.
-$1.7M
2,893,953
+0%
增持
—
Ituran Location and Control Lt
-$1.6M
499,511
+1%
减持
SYY
Sysco Corporation
-$1.5M
114,342
-4%
减持
—
Interpublic Group of Companies
-$1.4M
273,574
-4%
增持
EXPE
Expedia Group, Inc.
-$1.3M
204,780
+4%
减持
AES
AES Corporation
-$1.2M
1,056,310
-4%
减持
AMT
American Tower Corporation
-$1.2M
87,360
-5%
减持
GEO
GEO Group Inc
-$1.2M
2,845,180
-5%
减持
—
CSG Systems International, Inc
-$1.2M
92,161
-4%
减持
ABBV
AbbVie, Inc.
-$1.2M
66,556
-4%
减持
PEP
PepsiCo, Inc.
-$1.1M
62,743
-4%
减持
WKC
World Kinect Corporation
-$1.1M
1,089,763
-1%
减持
—
Primo Water Corporation
+$1.1M
390,071
-4%
减持
ARE
Alexandria Real Estate Equitie
-$1.1M
60,290
-4%
减持
TPL
Texas Pacific Land Corporation
+$1.0M
7,684
-4%
减持
TXN
Texas Instruments Incorporated
+$980.9K
70,093
-4%
减持
—
Chubb Limited
-$970.7K
63,412
-4%
增持
TRS
Trimas Corporation
-$969.0K
1,471,206
+2%
减持
DG
Dollar General Corporation
-$949.4K
31,780
-4%
增持
CNC
Centene Corporation
-$947.5K
114,274
+5%
