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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 59
减持 71
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
Berkshire Hathaway Inc. Class
+$107.6M
399,837
+102%
增持
—
CRH public limited company
+$86.2M
1,475,444
+55%
增持
BJ
BJ's Wholesale Club Holdings,
+$70.7M
3,105,758
+50%
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
—
Amrize Ltd
+$68.7M
2,285,994
+177%
增持
MDU
MDU Resources Group, Inc.
+$68.1M
5,289,982
+250%
增持
COO
Cooper Companies, Inc.
+$67.0M
1,566,764
+174%
增持
PGR
Progressive Corporation
+$65.5M
414,138
+172%
增持
—
Willis Towers Watson Public Li
+$64.5M
489,660
+48%
增持
CACI
Caci International Inc Class A
+$61.7M
461,124
+26%
增持
KR
Kroger Co.
+$58.3M
1,269,614
+226%
增持
BN
Brookfield Corporation
+$58.2M
1,293,145
+185%
增持
GEHC
GE Healthcare Technologies Inc
+$57.8M
1,955,250
+57%
增持
LAD
Lithia Motors, Inc.
+$56.9M
556,049
+35%
清仓
—
GMS, Inc.
-$53.2M
0
-100%
增持
BDX
Becton, Dickinson and Company
+$49.2M
390,952
+191%
建仓
OC
Owens Corning
+$47.8M
337,923
增持
MAA
Mid-America Apartment Communit
+$47.1M
869,873
+67%
增持
LH
Labcorp Holdings Inc.
+$46.7M
359,982
+65%
减持
HAE
Haemonetics Corporation
-$41.9M
1,654,790
-0%
增持
CSX
CSX Corporation
+$41.5M
2,729,409
+75%
增持
UFPI
UFP Industries, Inc.
+$40.8M
536,105
+465%
减持
ATKR
Atkore Inc
-$39.9M
336,274
-58%
减持
TAP
Molson Coors Beverage Company
-$39.9M
342,714
-70%
清仓
LULU
Lululemon Athletica Inc.
-$39.8M
0
-100%
减持
OPLN
OPENLANE, Inc.
-$36.4M
970,685
-63%
增持
QSR
Restaurant Brands Internationa
+$35.0M
1,458,999
+69%
增持
CSL
Carlisle Companies Incorporate
+$33.5M
256,658
+79%
减持
DK
Delek US Holdings Inc
+$33.4M
3,408,859
-0%
增持
FIS
Fidelity National Information
+$32.4M
1,083,755
+120%
增持
SBUX
Starbucks Corporation
+$30.5M
1,017,613
+63%
减持
SNX
TD SYNNEX Corporation
-$27.1M
303,609
-43%
增持
DE
Deere & Company
+$25.9M
118,133
+120%
清仓
IWD
iShares Russell 1000 Value ETF
-$25.5M
0
-100%
减持
—
Alight, Inc. Class A
-$25.2M
9,061,729
-11%
减持
WSC
WillScot Holdings Corporation
-$23.8M
2,867,692
-0%
减持
CNNE
Cannae Holdings, Inc.
-$22.8M
4,262,988
-10%
增持
BAH
Booz Allen Hamilton Holding Co
+$22.5M
272,899
+516%
增持
KKR
KKR & Co Inc
+$22.3M
466,701
+78%
减持
RTO
Rentokil Initial plc Sponsored
-$21.5M
2,707,132
-25%
增持
CASY
Casey's General Stores, Inc.
+$21.0M
74,696
+83%
减持
—
Axis Capital Holdings Limited
-$19.6M
1,371,347
-15%
增持
—
Icon PLC
+$18.1M
305,553
+46%
减持
PZZA
Papa John's International, Inc
-$17.5M
127,270
-77%
清仓
BLCO
Bausch Lomb Corporation
-$16.8M
0
-100%
建仓
COKE
Coca-Cola Consolidated, Inc.
+$16.5M
141,028
减持
GNW
Genworth Financial, Inc.
+$16.2M
16,558,334
-1%
建仓
INGM
Ingram Micro Holding Corporati
+$15.3M
712,543
增持
MUSA
Murphy USA, Inc.
+$15.2M
498,241
+1%
减持
—
Nomad Foods Ltd.
-$15.2M
3,814,106
-2%
减持
ORCL
Oracle Corporation
-$14.9M
42,930
-60%
增持
PRKS
United Parks & Resorts Inc.
+$14.0M
1,981,957
+6%
清仓
FERG
Ferguson Enterprises Inc.
-$13.8M
0
-100%
建仓
VRRM
Verra Mobility Corp. Class A
+$13.6M
551,150
减持
—
White Mountains Insurance Grou
-$13.3M
109,588
-0%
增持
SAIC
Science Applications Internati
+$13.2M
332,239
+87%
增持
—
Aspen insurance Holdings Ltd C
+$12.9M
579,134
+119%
增持
EMBC
Embecta Corporation
+$12.9M
3,245,207
+0%
增持
PRSU
Pursuit Attractions and Hospit
+$11.8M
1,962,811
+0%
增持
SSD
Simpson Manufacturing Co., Inc
+$11.5M
73,650
+1479%
减持
HCC
Warrior Met Coal, Inc.
+$11.4M
968,181
-1%
减持
WEX
WEX Inc.
-$11.2M
788,041
-1%
增持
GXO
GXO Logistics Inc
+$11.2M
3,000,590
+1%
增持
—
CNH Industrial NV
-$11.0M
6,170,837
+3%
清仓
CCOI
Cogent Communications Holdings
-$11.0M
0
-100%
减持
NWE
NorthWestern Energy Group, Inc
+$10.8M
2,291,490
-0%
增持
EXPD
Expeditors International Of Wa
+$10.1M
236,733
+45%
减持
PLUS
ePlus inc.
+$10.0M
1,622,959
-0%
建仓
CG
Carlyle Group Inc
+$9.8M
156,271
建仓
—
Medtronic PLC
+$9.1M
95,587
减持
NSP
Insperity, Inc.
-$8.9M
764,813
-2%
建仓
UNP
Union Pacific Corporation
+$8.8M
37,332
减持
HHH
Howard Hughes Holdings Inc.
+$7.7M
602,499
-1%
减持
RPC
P10, Inc. Class A
-$7.7M
5,052,060
-1%
减持
VMI
Valmont Industries, Inc.
-$7.7M
26,045
-47%
减持
PR
Permian Resources Corporation
-$7.3M
4,755,115
-1%
清仓
—
Valaris Ltd.
-$7.0M
0
-100%
减持
IMKTA
Ingles Markets, Incorporated C
+$6.5M
984,296
-0%
增持
GPC
Genuine Parts Company
+$6.5M
87,641
+100%
清仓
UPS
United Parcel Service, Inc. Cl
-$6.3M
0
-100%
减持
DINO
HF Sinclair Corporation
+$6.1M
771,625
-1%
清仓
USB
U.S. Bancorp
-$5.8M
0
-100%
清仓
ACA
Arcosa, Inc.
-$5.7M
0
-100%
减持
AWI
Armstrong World Industries, In
-$5.6M
319,581
-12%
减持
ICUI
ICU Medical, Inc.
-$5.5M
651,156
-0%
减持
EVTC
EVERTEC, Inc.
-$5.5M
1,816,598
-2%
减持
GLW
Corning Inc
-$5.4M
64,362
-62%
减持
CMCSA
Comcast Corporation Class A
-$5.4M
285,189
-34%
减持
—
Accenture Plc Class A
-$5.2M
36,989
-31%
增持
ENOV
Enovis Corporation
+$5.1M
1,440,988
+0%
清仓
TDW
Tidewater Inc
-$5.1M
0
-100%
增持
OSK
Oshkosh Corp
+$5.1M
117,833
+46%
减持
SM
SM Energy Company
-$5.0M
1,721,765
-1%
减持
—
AerCap Holdings NV
-$4.7M
238,732
-24%
减持
TRIP
TripAdvisor, Inc.
-$4.6M
3,392,559
-1%
增持
ABG
Asbury Automotive Group, Inc.
+$4.5M
200,162
+0%
增持
—
Assured Guaranty Ltd.
+$4.5M
1,843,552
+3%
减持
EXPE
Expedia Group, Inc.
-$4.5M
46,310
-42%
减持
YELP
Yelp Inc.
-$4.4M
1,145,862
-2%
减持
WCC
WESCO International, Inc.
-$4.3M
572,357
-6%
增持
MMS
MAXIMUS, Inc.
+$4.3M
244,936
+0%
清仓
TGT
Target Corporation
-$4.3M
0
-100%
增持
WFC
Wells Fargo & Company
+$4.2M
142,717
+48%
减持
FAF
First American Financial Corpo
-$4.2M
102,838
-43%
减持
MU
Micron Technology, Inc.
-$4.0M
77,585
-50%
增持
HUBG
Hub Group, Inc. Class A
+$4.0M
1,239,020
+12%
减持
KMI
Kinder Morgan Inc Class P
-$4.0M
692,434
-18%
减持
SNN
Smith & Nephew plc Sponsored A
+$3.9M
2,784,718
-12%
减持
UNF
UniFirst Corporation
-$3.8M
789,490
-1%
增持
FCNCA
First Citizens BancShares, Inc
+$3.6M
8,220
+48%
增持
MGRC
McGrath RentCorp
-$3.6M
2,066,555
+5%
增持
PSX
Phillips 66
+$3.4M
75,846
+36%
增持
—
Titan America SA
+$3.4M
3,727,710
+2%
清仓
—
InMode Ltd.
-$3.3M
0
-100%
减持
GEO
GEO Group Inc
-$3.2M
582,010
-0%
减持
PSMT
PriceSmart, Inc.
+$3.2M
724,161
-8%
减持
—
SharkNinja, Inc.
-$3.1M
58,919
-26%
增持
—
Dole PLC
-$3.0M
4,091,634
+0%
减持
LEN
Lennar Corporation Class A
+$3.0M
418,510
-6%
减持
CRM
Salesforce, Inc.
-$2.8M
51,427
-11%
减持
VYX
NCR Voyix Corporation
-$2.8M
2,537,500
-0%
减持
PKE
Park Aerospace Corp.
-$2.8M
728,878
-25%
减持
VOYA
Voya Financial, Inc.
-$2.8M
127,484
-27%
增持
TXN
Texas Instruments Incorporated
+$2.7M
44,992
+47%
减持
TXNM
TXNM Energy, Inc.
-$2.6M
1,246,202
-3%
增持
ACIW
ACI Worldwide, Inc.
+$2.5M
243,773
+0%
减持
CXW
CoreCivic, Inc.
+$2.2M
8,691,132
-0%
减持
TLN
Talen Energy Corp
+$2.1M
185,065
-9%
减持
RDN
Radian Group Inc.
+$2.1M
647,684
-1%
减持
STZ
Constellation Brands, Inc. Cla
-$2.0M
57,547
-2%
增持
—
Hewlett Packard Enterprise Co.
+$1.9M
111,598
+17%
增持
CPAY
Corpay, Inc.
+$1.8M
52,070
+28%
增持
FNF
Fidelity National Financial, I
+$1.7M
115,858
+23%
减持
ABBV
AbbVie, Inc.
+$1.6M
42,451
-2%
减持
—
Ituran Location and Control Lt
-$1.6M
408,735
-0%
减持
ALG
Alamo Group Inc.
-$1.6M
45,216
-2%
减持
AMT
American Tower Corporation
-$1.6M
83,424
-1%
增持
—
CSG Systems International, Inc
+$1.4M
117,420
+18%
减持
WMG
Warner Music Group Corp. Class
-$1.4M
447,900
-21%
减持
PGNY
Progyny, Inc.
-$1.3M
603,912
-0%
减持
HII
Huntington Ingalls Industries,
+$1.1M
206,297
-1%
增持
WSO
Watsco, Inc.
+$1.1M
8,831
+62%
减持
APG
Api Group Corporation
-$1.1M
391,799
-3%
减持
CNA
CNA Financial Corporation
+$1.0M
863,821
-2%
减持
—
Royalty Pharma Plc Class A
-$1.0M
539,013
-1%
减持
LKQ
LKQ Corporation
+$983.6K
1,809,771
-2%
增持
LGIH
LGI Homes, Inc.
-$977.9K
912,709
+1%
减持
EL
Estee Lauder Companies Inc. Cl
-$922.9K
121,395
-2%
减持
BATRK
Atlanta Braves Holdings Inc Cl
-$807.3K
215,117
-2%
增持
FISV
Fiserv, Inc.
+$783.6K
153,642
+12%
减持
WMB
Williams Companies, Inc.
-$769.5K
371,119
-8%
