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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 60
减持 48
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
LKQ
LKQ Corporation
-$91.1M
1,842,103
-46%
增持
WCC
WESCO International, Inc.
+$65.1M
605,918
+56%
增持
CACI
Caci International Inc Class A
+$62.7M
365,479
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。
+27%
减持
BJ
BJ's Wholesale Club Holdings,
-$61.4M
2,066,917
-16%
清仓
ELV
Elevance Health, Inc.
-$54.3M
0
-100%
增持
ICUI
ICU Medical, Inc.
+$54.2M
651,492
+207%
建仓
—
Titan America SA
+$52.3M
3,646,434
增持
—
Assured Guaranty Ltd.
+$51.8M
1,791,780
+58%
减持
PZZA
Papa John's International, Inc
-$51.8M
556,570
-70%
增持
SBUX
Starbucks Corporation
+$48.1M
623,064
+725%
增持
VNT
Vontier Corp
+$47.0M
3,115,850
+25%
清仓
GPN
Global Payments Inc.
-$46.5M
0
-100%
减持
TAP
Molson Coors Beverage Company
-$45.6M
1,137,229
-31%
减持
KR
Kroger Co.
-$44.8M
389,911
-63%
增持
GEHC
GE Healthcare Technologies Inc
+$43.9M
1,248,302
+123%
建仓
—
Amrize Ltd
+$42.3M
826,587
建仓
COO
Cooper Companies, Inc.
+$40.4M
571,809
清仓
AGX
Argan, Inc.
-$40.2M
0
-100%
建仓
FIS
Fidelity National Information
+$39.1M
492,456
增持
WSC
WillScot Holdings Corporation
+$38.8M
2,873,521
+76%
增持
GXO
GXO Logistics Inc
+$37.5M
2,967,046
+5%
建仓
—
Icon PLC
+$35.4M
209,094
增持
MGRC
McGrath RentCorp
+$34.9M
1,970,974
+4%
减持
CASY
Casey's General Stores, Inc.
-$34.7M
40,879
-68%
增持
HAE
Haemonetics Corporation
+$33.9M
1,655,676
+19%
减持
BDX
Becton, Dickinson and Company
-$33.8M
134,257
-47%
减持
RDN
Radian Group Inc.
-$33.4M
656,321
-60%
清仓
TRS
Trimas Corporation
-$32.6M
0
-100%
增持
BRK/B
Berkshire Hathaway Inc. Class
+$32.3M
197,889
+73%
增持
WEX
WEX Inc.
+$31.7M
797,871
+21%
清仓
UNH
UnitedHealth Group Incorporate
-$30.8M
0
-100%
建仓
BN
Brookfield Corporation
+$30.4M
453,922
增持
QSR
Restaurant Brands Internationa
+$28.4M
863,170
+90%
增持
DE
Deere & Company
+$27.0M
53,670
+2042%
建仓
MDU
MDU Resources Group, Inc.
+$26.1M
1,513,343
建仓
IWD
iShares Russell 1000 Value ETF
+$25.5M
130,509
清仓
SU
Suncor Energy Inc.
-$24.9M
0
-100%
建仓
DEO
Diageo plc Sponsored ADR
+$24.8M
253,460
增持
ABG
Asbury Automotive Group, Inc.
+$24.5M
199,952
+122%
减持
NSP
Insperity, Inc.
-$23.7M
780,463
-1%
增持
LAD
Lithia Motors, Inc.
+$23.0M
412,516
+26%
增持
LEN
Lennar Corporation Class A
+$22.4M
443,477
+86%
减持
GEO
GEO Group Inc
-$22.0M
584,087
-54%
减持
TGT
Target Corporation
-$21.5M
42,318
-83%
增持
PLUS
ePlus inc.
+$20.6M
1,624,923
+17%
建仓
SAIC
Science Applications Internati
+$19.8M
177,318
增持
PGR
Progressive Corporation
+$19.3M
152,069
+146%
建仓
FISV
Fiserv, Inc.
+$19.0M
136,933
减持
DK
Delek US Holdings Inc
+$18.6M
3,425,981
-11%
清仓
ITB
iShares U.S. Home Construction
-$18.1M
0
-100%
建仓
MMS
MAXIMUS, Inc.
+$18.1M
244,687
减持
—
Axis Capital Holdings Limited
-$17.9M
1,608,472
-5%
增持
—
CRH public limited company
+$17.9M
950,353
+15%
增持
SSNC
SS&C Technologies Holdings, In
+$16.8M
613,474
+44%
增持
HUBG
Hub Group, Inc. Class A
+$15.8M
1,103,402
+79%
增持
PSMT
PriceSmart, Inc.
+$15.6M
786,509
+0%
减持
OPLN
OPENLANE, Inc.
-$15.3M
2,611,464
-37%
增持
CNNE
Cannae Holdings, Inc.
+$15.1M
4,719,243
+1%
增持
—
White Mountains Insurance Grou
-$14.7M
109,892
+0%
增持
SNN
Smith & Nephew plc Sponsored A
+$14.6M
3,179,814
+9%
增持
ENOV
Enovis Corporation
-$14.6M
1,439,923
+3%
减持
LGIH
LGI Homes, Inc.
-$14.3M
904,337
-4%
减持
NWE
NorthWestern Energy Group, Inc
-$14.0M
2,299,153
-3%
增持
ATKR
Atkore Inc
+$14.0M
792,427
+1%
建仓
TPG
TPG Inc Class A
+$13.9M
244,359
增持
LULU
Lululemon Athletica Inc.
+$13.9M
198,578
+117%
减持
AWI
Armstrong World Industries, In
+$13.5M
362,519
-7%
减持
TLN
Talen Energy Corp
-$13.5M
202,931
-55%
增持
CPAY
Corpay, Inc.
+$12.8M
40,777
+3769%
减持
KMI
Kinder Morgan Inc Class P
-$12.6M
842,179
-34%
增持
VMI
Valmont Industries, Inc.
+$12.2M
48,774
+152%
增持
DAL
Delta Air Lines, Inc.
+$11.9M
300,515
+224%
清仓
OIH
VanEck Oil Services ETF
-$11.9M
0
-100%
增持
TNC
Tennant Company
+$11.5M
240,167
+131%
减持
—
Nomad Foods Ltd.
-$11.5M
3,879,628
-1%
清仓
GOOG
Alphabet Inc. Class C
-$11.4M
0
-100%
增持
CSL
Carlisle Companies Incorporate
+$11.1M
143,478
+23%
建仓
FCNCA
First Citizens BancShares, Inc
+$11.1M
5,568
增持
—
Willis Towers Watson Public Li
+$10.9M
331,475
+19%
建仓
FAF
First American Financial Corpo
+$10.8M
179,533
减持
CNA
CNA Financial Corporation
-$10.7M
881,726
-10%
减持
HHH
Howard Hughes Holdings Inc.
-$10.5M
607,714
-14%
建仓
ALG
Alamo Group Inc.
+$10.2M
45,927
建仓
OSK
Oshkosh Corp
+$10.2M
80,720
减持
GNW
Genworth Financial, Inc.
+$10.1M
16,692,447
-2%
减持
VYX
NCR Voyix Corporation
+$9.7M
2,544,881
-0%
清仓
MSM
MSC Industrial Direct Co., Inc
-$9.7M
0
-100%
清仓
—
Dun & Bradstreet Holdings Inc
-$9.3M
0
-100%
建仓
UFPI
UFP Industries, Inc.
+$9.3M
94,956
减持
—
AerCap Holdings NV
-$9.3M
313,018
-25%
建仓
—
SharkNinja, Inc.
+$9.2M
79,298
增持
FERG
Ferguson Enterprises Inc.
+$8.9M
61,646
+103%
清仓
AAP
Advance Auto Parts, Inc.
-$8.9M
0
-100%
减持
DINO
HF Sinclair Corporation
+$8.6M
781,387
-0%
增持
—
Accenture Plc Class A
+$8.6M
53,731
+190%
增持
EXPD
Expeditors International Of Wa
+$8.4M
163,128
+86%
清仓
DNOW
DNOW Inc.
-$8.4M
0
-100%
建仓
—
Aspen insurance Holdings Ltd C
+$8.4M
264,622
增持
EMBC
Embecta Corporation
-$8.2M
3,240,243
+0%
减持
LH
Labcorp Holdings Inc.
-$8.2M
217,725
-22%
增持
MUSA
Murphy USA, Inc.
-$8.0M
491,641
+24%
减持
HII
Huntington Ingalls Industries,
-$7.8M
208,902
-35%
减持
—
GMS, Inc.
-$7.8M
484,952
-42%
建仓
WFC
Wells Fargo & Company
+$7.8M
96,144
增持
PRSU
Pursuit Attractions and Hospit
-$7.6M
1,958,110
+4%
减持
TRIP
TripAdvisor, Inc.
+$7.2M
3,417,831
-8%
增持
RPC
P10, Inc. Class A
+$7.1M
5,095,267
+8%
增持
—
Carnival Corporation
+$7.1M
377,035
+78%
增持
HCC
Warrior Met Coal, Inc.
+$7.0M
978,066
+8%
减持
JBI
Janus International Group, Inc
+$7.0M
5,216,425
-0%
增持
EL
Estee Lauder Companies Inc. Cl
+$7.0M
124,493
+77%
增持
EXPE
Expedia Group, Inc.
+$6.8M
79,937
+77%
减持
GPC
Genuine Parts Company
-$6.6M
43,896
-57%
减持
USB
U.S. Bancorp
-$6.6M
128,704
-56%
增持
CRM
Salesforce, Inc.
+$6.4M
58,099
+81%
清仓
RHI
Robert Half Inc.
-$6.4M
0
-100%
清仓
PFE
Pfizer Inc.
-$6.3M
0
-100%
增持
STZ
Constellation Brands, Inc. Cla
+$6.3M
58,453
+214%
减持
BLCO
Bausch Lomb Corporation
-$6.3M
1,230,065
-23%
清仓
CNC
Centene Corporation
-$6.1M
0
-100%
减持
KKR
KKR & Co Inc
+$6.0M
261,781
-6%
减持
SNX
TD SYNNEX Corporation
+$6.0M
531,833
-22%
增持
PRKS
United Parks & Resorts Inc.
+$6.0M
1,870,138
+3%
减持
BMY
Bristol-Myers Squibb Company
-$5.9M
100,291
-40%
增持
VOYA
Voya Financial, Inc.
+$5.9M
175,734
+86%
减持
SWX
Southwest Gas Holdings, Inc.
+$5.9M
1,116,784
-1%
减持
—
InMode Ltd.
-$5.8M
242,087
-53%
增持
—
Royalty Pharma Plc Class A
+$5.8M
544,214
+19%
建仓
ACA
Arcosa, Inc.
+$5.7M
66,639
清仓
ACI
Albertsons Companies, Inc. Cla
-$5.7M
0
-100%
减持
TXNM
TXNM Energy, Inc.
-$5.5M
1,285,860
-12%
减持
AES
AES Corporation
-$5.5M
334,519
-58%
减持
IDA
IDACORP, Inc.
-$5.1M
56,904
-46%
减持
DUK
Duke Energy Corporation
-$5.1M
48,183
-46%
增持
BATRK
Atlanta Braves Holdings Inc Cl
+$5.0M
218,897
+86%
增持
WMG
Warner Music Group Corp. Class
+$4.9M
567,845
+52%
增持
—
Alight, Inc. Class A
-$4.8M
10,211,903
+2%
减持
UPS
United Parcel Service, Inc. Cl
-$4.8M
73,070
-28%
建仓
BAH
Booz Allen Hamiton Holdings
+$4.8M
44,331
增持
JOE
St. Joe Company
+$4.7M
186,830
+86%
减持
SM
SM Energy Company
-$4.7M
1,738,150
-1%
减持
EXE
Expand Energy Corporation
-$4.7M
48,219
-45%
增持
MU
Micron Technology, Inc.
+$4.5M
156,048
+8%
增持
MAA
Mid-America Apartment Communit
+$4.3M
522,379
+25%
减持
YELP
Yelp Inc.
-$4.3M
1,165,019
-3%
清仓
NTAP
NetApp, Inc.
-$4.2M
0
-100%
增持
APG
Api Group Corporation
+$4.0M
403,291
+37%
减持
ORCL
Oracle Corporation
+$3.9M
106,440
-36%
增持
CCOI
Cogent Communications Holdings
-$3.7M
242,051
+1%
清仓
HUM
Humana Inc.
-$3.6M
0
-100%
