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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 51
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
TLN
Talen Energy Corp
-$116.0M
451,107
-56%
增持
CACI
Caci International Inc Class A
+$97.0M
287,802
+1255%
清仓
—
Summit Materials, Inc. Class A
-$93.0M
0
-100%
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
HAE
Haemonetics Corporation
+$88.7M
1,395,052
清仓
—
Air Transport Services Group,
-$67.7M
0
-100%
建仓
—
GMS, Inc.
+$60.9M
832,721
增持
PLUS
ePlus inc.
+$50.2M
1,386,853
+198%
增持
PSMT
PriceSmart, Inc.
+$49.9M
784,972
+279%
减持
—
Dun & Bradstreet Holdings Inc
-$49.8M
1,042,620
-78%
减持
ATKR
Atkore Inc
-$44.2M
784,321
-28%
清仓
—
Patterson Companies Incorporat
-$40.3M
0
-100%
增持
WCC
WESCO International, Inc.
+$37.9M
388,501
+213%
增持
GEHC
GE Healthcare Technologies Inc
+$37.5M
558,914
+473%
增持
SNN
Smith & Nephew plc Sponsored A
+$32.6M
2,909,334
+43%
减持
SNX
TD SYNNEX Corporation
-$31.1M
681,230
-22%
减持
BJ
BJ's Wholesale Club Holdings,
+$31.1M
2,456,667
-12%
减持
TXNM
TXNM Energy, Inc.
-$30.5M
1,467,586
-34%
增持
CSL
Carlisle Companies Incorporate
+$30.3M
116,840
+356%
建仓
QSR
Restaurant Brands Internationa
+$30.2M
453,236
建仓
ICUI
ICU Medical, Inc.
+$29.5M
212,229
增持
HHH
Howard Hughes Holdings Inc.
+$28.2M
705,435
+126%
减持
KR
Kroger Co.
-$28.1M
1,066,317
-35%
增持
BDX
Becton, Dickinson and Company
+$27.6M
251,954
+90%
减持
MTN
Vail Resorts, Inc.
-$26.7M
353,369
-20%
减持
LEN
Lennar Corporation Class A
-$26.0M
238,243
-39%
减持
EMBC
Embecta Corporation
-$25.9M
3,227,891
-1%
减持
CNNE
Cannae Holdings, Inc.
-$25.3M
4,678,876
-16%
清仓
PII
Polaris Inc.
-$23.7M
0
-100%
减持
WEX
WEX Inc.
-$23.6M
660,198
-9%
增持
NSP
Insperity, Inc.
+$22.7M
787,250
+28%
增持
GXO
GXO Logistics Inc
+$22.6M
2,814,485
+40%
减持
UPS
United Parcel Service, Inc. Cl
-$21.3M
101,093
-61%
减持
LAD
Lithia Motors, Inc.
-$20.9M
326,395
-0%
增持
CASY
Casey's General Stores, Inc.
+$19.8M
128,921
+41%
增持
LGIH
LGI Homes, Inc.
-$18.7M
939,410
+3%
建仓
ITB
iShares U.S. Home Construction
+$18.1M
190,071
增持
PRKS
United Parks & Resorts Inc.
-$17.0M
1,815,952
+3%
减持
LKQ
LKQ Corporation
+$16.5M
3,417,284
-3%
减持
OPLN
OPENLANE, Inc.
-$16.4M
4,131,108
-15%
减持
CMCSA
Comcast Corporation Class A
-$16.2M
424,751
-50%
减持
SM
SM Energy Company
-$15.9M
1,758,090
-1%
减持
GPC
Genuine Parts Company
-$14.6M
103,084
-55%
增持
DK
Delek US Holdings Inc
-$13.1M
3,853,188
+0%
增持
PRSU
Pursuit Attractions and Hospit
-$13.0M
1,887,193
+1%
减持
—
Valaris Ltd.
-$12.9M
133,243
-67%
减持
PZZA
Papa John's International, Inc
-$12.4M
1,835,071
-14%
增持
MUSA
Murphy USA, Inc.
+$12.4M
396,382
+14%
建仓
OIH
VanEck Oil Services ETF
+$11.9M
45,500
减持
—
Axis Capital Holdings Limited
+$11.8M
1,684,582
-5%
增持
CSX
CSX Corporation
+$11.8M
1,991,628
+37%
增持
ELV
Elevance Health, Inc.
+$11.7M
124,900
+8%
增持
NWE
NorthWestern Energy Group, Inc
+$10.7M
2,376,005
+0%
增持
VYX
NCR Voyix Corporation
-$10.4M
2,557,586
+0%
增持
—
Alight, Inc. Class A
-$9.4M
10,047,680
+1%
减持
GEO
GEO Group Inc
-$9.2M
1,272,469
-23%
减持
VNT
Vontier Corp
-$9.1M
2,502,104
-0%
减持
UNF
UniFirst Corporation
-$9.0M
789,426
-8%
减持
—
Nomad Foods Ltd.
+$9.0M
3,910,211
-3%
增持
WSC
WillScot Holdings Corporation
-$8.6M
1,636,424
+1%
减持
PGNY
Progyny, Inc.
-$8.4M
765,373
-48%
建仓
TNC
Tennant Company
+$8.3M
103,946
减持
GLW
Corning Inc
-$8.3M
163,031
-51%
增持
BXC
BlueLinx Holdings Inc.
+$8.1M
208,163
+182%
清仓
BRC
Brady Corporation Class A
-$8.0M
0
-100%
减持
SBUX
Starbucks Corporation
-$8.0M
75,541
-55%
增持
ABG
Asbury Automotive Group, Inc.
+$7.7M
90,056
+80%
减持
—
White Mountains Insurance Grou
-$7.5M
109,665
-2%
清仓
SYY
Sysco Corporation
-$7.1M
0
-100%
增持
LULU
Lululemon Athletica Inc.
-$7.0M
91,565
+6%
增持
WMG
Warner Music Group Corp. Class
+$6.6M
373,934
+128%
建仓
VOYA
Voya Financial, Inc.
+$6.4M
94,590
增持
TGT
Target Corporation
-$5.9M
246,919
+5%
建仓
—
Accenture Plc Class A
+$5.8M
18,510
增持
—
Dole PLC
+$5.7M
3,962,604
+4%
减持
RPC
P10, Inc. Class A
-$5.7M
4,725,477
-3%
清仓
BAM
Brookfield Asset Management Lt
-$5.7M
0
-100%
减持
—
CRH public limited company
-$5.6M
828,045
-2%
增持
HUBG
Hub Group, Inc. Class A
+$5.4M
615,699
+57%
增持
—
AerCap Holdings NV
+$5.4M
419,379
+7%
减持
CCOI
Cogent Communications Holdings
-$5.3M
240,652
-8%
减持
GOOG
Alphabet Inc. Class C
-$5.1M
73,096
-16%
增持
RPAY
Repay Holdings Corp. Class A
-$5.1M
2,492,210
+0%
减持
PGR
Progressive Corporation
-$5.1M
61,920
-34%
增持
GPN
Global Payments Inc.
-$5.1M
475,302
+3%
减持
TAP
Molson Coors Beverage Company
+$5.1M
1,658,850
-1%
减持
—
Willis Towers Watson Public Li
-$5.0M
277,414
-12%
减持
KMI
Kinder Morgan Inc Class P
-$5.0M
1,269,087
-16%
清仓
MGM
MGM Resorts International
-$5.0M
0
-100%
增持
HCC
Warrior Met Coal, Inc.
-$4.9M
906,557
+2%
增持
CXW
CoreCivic, Inc.
-$4.9M
8,726,818
+4%
减持
ACIW
ACI Worldwide, Inc.
-$4.8M
215,231
-32%
减持
AAP
Advance Auto Parts, Inc.
-$4.7M
227,039
-21%
建仓
EL
Estee Lauder Companies Inc. Cl
+$4.6M
70,353
建仓
PSX
Phillips 66
+$4.5M
36,647
建仓
—
Carnival Corporation
+$4.1M
211,794
增持
BLCO
Bausch Lomb Corporation
-$4.1M
1,592,037
+6%
增持
—
Royalty Pharma Plc Class A
+$4.0M
457,185
+14%
增持
ORCL
Oracle Corporation
-$3.7M
165,087
+3%
减持
PNC
PNC Financial Services Group,
-$3.5M
99,437
-8%
增持
RTO
Rentokil Initial plc Sponsored
-$3.5M
4,035,348
+7%
建仓
STZ
Constellation Brands, Inc. Cla
+$3.4M
18,623
减持
IDA
IDACORP, Inc.
-$3.4M
105,534
-26%
建仓
TH
Target Hospitality Corp.
+$3.3M
497,085
减持
PR
Permian Resources Corporation
-$3.2M
4,942,067
-1%
清仓
—
Clarivate PLC
-$3.0M
0
-100%
减持
USB
U.S. Bancorp
-$3.0M
293,482
-9%
减持
EVTC
EVERTEC, Inc.
+$3.0M
1,874,607
-2%
清仓
VST
Vistra Corp.
-$2.9M
0
-100%
增持
—
Chubb Limited
+$2.9M
56,425
+10%
减持
YELP
Yelp Inc.
-$2.8M
1,198,829
-2%
增持
RDN
Radian Group Inc.
+$2.6M
1,655,765
+1%
减持
FSK
FS KKR Capital Corp.
-$2.5M
138,662
-44%
减持
AMT
American Tower Corporation
+$2.4M
77,327
-2%
减持
LH
Labcorp Holdings Inc.
-$2.3M
278,387
-5%
减持
AGX
Argan, Inc.
-$2.3M
306,785
-1%
减持
TRIP
TripAdvisor, Inc.
-$2.3M
3,713,222
-0%
增持
VMI
Valmont Industries, Inc.
+$2.3M
19,364
+82%
减持
TRS
Trimas Corporation
-$2.1M
1,392,394
-1%
减持
RHI
Robert Half Inc.
-$2.0M
116,959
-1%
增持
BATRK
Atlanta Braves Holdings Inc Cl
+$1.9M
117,708
+60%
减持
MAA
Mid-America Apartment Communit
+$1.8M
418,175
-5%
减持
—
Interpublic Group of Companies
-$1.8M
104,069
-37%
减持
BRK/B
Berkshire Hathaway Inc. Class
+$1.7M
114,700
-13%
增持
CRM
Salesforce, Inc.
-$1.6M
32,069
+5%
减持
CCI
Crown Castle Inc.
-$1.6M
28,772
-43%
清仓
LMT
Lockheed Martin Corporation
-$1.6M
0
-100%
增持
KKR
KKR & Co Inc
-$1.6M
279,789
+22%
减持
CNA
CNA Financial Corporation
+$1.5M
980,535
-2%
减持
PKE
Park Aerospace Corp.
-$1.5M
1,216,456
-0%
增持
DINO
HF Sinclair Corporation
-$1.5M
781,794
+1%
增持
FERG
Ferguson Enterprises Inc.
+$1.4M
30,299
+53%
减持
AVT
Avnet, Inc.
-$1.4M
158,724
-8%
建仓
DE
Deere & Company
+$1.2M
2,506
增持
ENOV
Enovis Corporation
-$1.2M
1,391,887
+12%
减持
DNOW
DNOW Inc.
+$1.1M
492,500
-12%
增持
PAYC
Paycom Software, Inc.
+$1.1M
55,268
+3%
减持
SU
Suncor Energy Inc.
+$1.1M
642,500
-4%
减持
—
Unilever PLC Sponsored ADR
+$1.1M
592,165
-2%
增持
DAL
Delta Air Lines, Inc.
-$1.1M
92,891
+10%
减持
MGRC
McGrath RentCorp
-$1.0M
1,894,709
-0%
减持
AES
AES Corporation
-$1.0M
793,314
-6%
建仓
CNI
Canadian National Railway Comp
+$1.0M
10,269
减持
WMB
Williams Companies, Inc.
-$979.2K
402,544
-13%
减持
AMGN
Amgen Inc.
+$970.9K
37,287
-9%
减持
HII
Huntington Ingalls Industries,
+$800.1K
323,541
-6%
减持
GNW
Genworth Financial, Inc.
+$775.6K
17,084,167
-1%
减持
DUK
Duke Energy Corporation
+$774.0K
89,630
-5%
增持
—
Assured Guaranty Ltd.
-$753.9K
1,131,771
+1%
减持
JNJ
Johnson & Johnson
+$743.5K
38,759
-1%
减持
AWI
Armstrong World Industries, In
-$734.0K
388,244
-1%
