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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 26
增持 38
减持 64
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
ARES
Ares Management Corporation
-$130.5M
0
-100%
建仓
AXP
American Express Company
+$114.7M
379,197
建仓
TFX
Teleflex Incorporated
+$110.3M
922,116
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
CALM
Cal-Maine Foods, Inc.
+$108.4M
1,369,522
建仓
DIS
Walt Disney Company
+$94.1M
975,905
减持
LAD
Lithia Motors, Inc.
-$83.8M
652,815
-12%
建仓
CEG
Constellation Energy Corporati
+$80.2M
287,191
清仓
BN
Brookfield Corporation
-$78.2M
0
-100%
建仓
KDP
Keurig Dr Pepper Inc.
+$72.0M
2,734,593
建仓
AMZN
Amazon.com, Inc.
+$68.0M
326,682
建仓
SFM
Sprouts Farmers Market, Inc.
+$53.9M
698,689
减持
CACI
Caci International Inc Class A
-$52.7M
149,326
-41%
减持
CSL
Carlisle Companies Incorporate
-$52.2M
160,753
-51%
减持
QSR
Restaurant Brands Internationa
-$50.3M
117,179
-86%
清仓
KKR
KKR & Co Inc
-$47.9M
0
-100%
建仓
DNOW
DNOW Inc.
+$47.7M
4,009,225
减持
—
Icon PLC
-$45.7M
369,715
-22%
增持
MAA
Mid-America Apartment Communit
+$44.1M
1,428,079
+52%
增持
WFC
Wells Fargo & Company
+$43.6M
709,410
+414%
减持
WEX
WEX Inc.
-$42.8M
476,077
-39%
减持
UNF
UniFirst Corporation
-$41.1M
499,861
-42%
清仓
CASY
Casey's General Stores, Inc.
-$39.8M
0
-100%
增持
BJ
BJ's Wholesale Club Holdings,
+$38.4M
3,503,473
+3%
减持
DE
Deere & Company
-$38.0M
83,982
-54%
增持
ATR
AptarGroup, Inc.
+$36.4M
1,177,003
+28%
减持
DK
Delek US Holdings Inc
+$36.2M
2,480,378
-3%
减持
—
CNH Industrial NV
-$35.8M
2,088,402
-67%
减持
CNNE
Cannae Holdings, Inc.
-$34.3M
1,960,105
-46%
增持
LH
Labcorp Holdings Inc.
+$32.3M
504,932
+24%
减持
LMT
Lockheed Martin Corporation
-$31.7M
60,229
-57%
减持
WCC
WESCO International, Inc.
-$31.4M
79,832
-63%
减持
—
Amrize Ltd
-$30.3M
2,243,463
-22%
增持
—
Willis Towers Watson Public Li
+$29.1M
484,993
+42%
增持
GXO
GXO Logistics Inc
+$28.7M
3,541,141
+20%
清仓
EVTC
EVERTEC, Inc.
-$28.5M
0
-100%
建仓
UGI
UGI Corporation
+$28.4M
778,691
清仓
NSP
Insperity, Inc.
-$28.2M
0
-100%
减持
YELP
Yelp Inc.
-$27.4M
317,831
-73%
建仓
CHE
Chemed Corporation
+$27.1M
71,768
减持
TXNM
TXNM Energy, Inc.
-$26.7M
360,823
-56%
减持
TRIP
TripAdvisor, Inc.
-$26.3M
2,244,836
-35%
增持
IFF
International Flavors & Fragra
+$26.1M
1,259,653
+30%
建仓
IWD
iShares Russell 1000 Value ETF
+$25.9M
121,158
减持
RPC
Ridgepost Capital, Inc. Class
-$25.8M
3,387,144
-34%
减持
FCNCA
First Citizens BancShares, Inc
-$24.4M
50,151
-9%
减持
GNW
Genworth Financial, Inc.
-$23.6M
15,321,612
-7%
增持
VRRM
Verra Mobility Corp. Class A
-$23.5M
3,038,729
+2%
清仓
HCC
Warrior Met Coal, Inc.
-$21.9M
0
-100%
清仓
BAH
Booz Allen Hamilton Holding Co
-$21.7M
0
-100%
增持
BRBR
BellRing Brands, Inc.
-$21.7M
2,162,720
+2%
清仓
DEO
Diageo plc Sponsored ADR
-$20.8M
0
-100%
减持
GEHC
GE Healthcare Technologies Inc
-$20.1M
1,343,187
-5%
增持
RDN
Radian Group Inc.
+$19.6M
1,127,623
+129%
增持
PLUS
ePlus inc.
-$19.5M
1,624,672
+0%
减持
BDX
Becton, Dickinson and Company
-$19.4M
416,120
-5%
减持
SSNC
SS&C Technologies Holdings, In
-$18.3M
482,967
-17%
增持
MMS
MAXIMUS, Inc.
-$18.1M
826,224
+0%
减持
IMKTA
Ingles Markets, Incorporated C
+$16.9M
956,420
-5%
清仓
—
Alight, Inc. Class A
-$16.8M
0
-100%
建仓
CBSH
Commerce Bancshares, Inc.
+$16.7M
339,850
减持
VYX
NCR Voyix Corporation
-$16.7M
1,551,205
-40%
减持
—
Titan America SA
-$16.6M
3,134,366
-19%
减持
HUBG
Hub Group, Inc. Class A
-$16.1M
1,115,218
-16%
建仓
IRT
Independence Realty Trust, Inc
+$16.1M
1,079,384
增持
—
Assured Guaranty Ltd.
-$15.4M
1,891,378
+0%
减持
NWE
NorthWestern Energy Group, Inc
-$15.3M
1,005,802
-20%
减持
DAL
Delta Air Lines, Inc.
-$15.1M
1,118,701
-13%
清仓
TPG
TPG Inc Class A
-$15.0M
0
-100%
增持
MGRC
McGrath RentCorp
+$14.7M
2,160,837
+1%
清仓
OSK
Oshkosh Corp
-$14.5M
0
-100%
减持
—
White Mountains Insurance Grou
+$13.6M
120,519
-0%
增持
HAE
Haemonetics Corporation
-$13.5M
1,327,989
+20%
清仓
PKE
Park Aerospace Corp.
-$13.4M
0
-100%
增持
INGM
Ingram Micro Holding Corporati
+$12.5M
1,758,062
+32%
建仓
MSGS
Madison Square Garden Sports C
+$11.8M
36,656
增持
COO
Cooper Companies, Inc.
+$11.5M
1,974,606
+25%
建仓
MTDR
Matador Resources Company
+$11.2M
177,842
增持
SMPL
Simply Good Foods Co
+$11.2M
2,999,314
+89%
减持
PR
Permian Resources Corporation
+$10.3M
3,565,621
-24%
建仓
BRO
Brown & Brown, Inc.
+$10.2M
157,107
建仓
UNFI
United Natural Foods, Inc.
+$10.1M
224,438
增持
EMBC
Embecta Corporation
-$10.1M
3,449,502
+1%
减持
DINO
HF Sinclair Corporation
+$10.0M
669,044
-3%
清仓
—
SharkNinja, Inc.
-$9.9M
0
-100%
减持
—
Axis Capital Holdings Limited
-$9.7M
1,015,028
-4%
减持
ICUI
ICU Medical, Inc.
-$9.4M
646,430
-1%
减持
HHH
Howard Hughes Holdings Inc.
-$9.3M
510,387
-2%
清仓
VOYA
Voya Financial, Inc.
-$9.3M
0
-100%
清仓
CG
Carlyle Group Inc
-$9.0M
0
-100%
增持
—
Nomad Foods Ltd.
-$8.9M
3,817,484
+5%
减持
MUSA
Murphy USA, Inc.
-$8.8M
395,784
-22%
建仓
TFII
TFI International Inc.
+$8.4M
77,540
建仓
RELX
RELX PLC Sponsored ADR
+$8.4M
252,823
减持
AWI
Armstrong World Industries, In
-$7.6M
278,656
-0%
减持
HII
Huntington Ingalls Industries,
-$7.5M
125,817
-23%
增持
PRSU
Pursuit Attractions and Hospit
+$7.5M
2,074,222
+2%
减持
MDU
MDU Resources Group, Inc.
-$7.4M
4,077,251
-13%
建仓
MORN
Morningstar, Inc.
+$7.1M
42,084
减持
LGIH
LGI Homes, Inc.
-$6.9M
837,407
-10%
增持
BRK/B
Berkshire Hathaway Inc. Class
-$6.9M
455,439
+2%
增持
PRKS
United Parks & Resorts Inc.
-$6.7M
2,080,204
+1%
减持
JBI
Janus International Group, Inc
-$6.7M
4,500,422
-1%
增持
GPC
Genuine Parts Company
+$6.5M
160,171
+89%
清仓
VMI
Valmont Industries, Inc.
-$6.5M
0
-100%
减持
PGNY
Progyny, Inc.
-$6.2M
676,227
-2%
清仓
FNF
Fidelity National Financial, I
-$6.1M
0
-100%
建仓
—
Oracle Corporation Depositary
+$6.1M
134,481
清仓
PSX
Phillips 66
-$5.9M
0
-100%
增持
LEN
Lennar Corporation Class A
-$5.9M
479,047
+4%
增持
—
CRH public limited company
+$5.8M
1,285,977
+24%
减持
TLN
Talen Energy Corp
-$5.8M
42,920
-17%
减持
WMG
Warner Music Group Corp. Class
-$5.6M
550,000
-14%
减持
KR
Kroger Co.
-$5.5M
1,444,473
-18%
建仓
ZTS
Zoetis, Inc. Class A
+$5.4M
46,053
增持
ENOV
Enovis Corporation
-$5.4M
1,502,982
+1%
增持
BATRK
Atlanta Braves Holdings Inc Cl
+$5.2M
316,644
+51%
建仓
LEN/B
Lennar Corporation Class B
+$5.0M
58,920
增持
PGR
Progressive Corporation
-$4.9M
482,030
+9%
增持
VNT
Vontier Corp
-$4.6M
3,328,459
+1%
减持
UNP
Union Pacific Corporation
+$4.5M
486,156
-1%
减持
CRM
Salesforce, Inc.
-$4.5M
46,232
-7%
减持
SWX
Southwest Gas Holdings, Inc.
+$4.3M
903,750
-3%
减持
—
Accenture Plc Class A
-$4.3M
26,645
-26%
减持
OVV
Ovintiv Inc
-$4.2M
124,051
-58%
清仓
—
CSG Systems International, Inc
-$4.2M
0
-100%
减持
UL
Unilever PLC Sponsored ADR
-$4.2M
446,188
-1%
增持
ACI
Albertsons Companies, Inc. Cla
+$4.2M
617,740
+67%
减持
MU
Micron Technology, Inc.
-$4.1M
14,494
-54%
减持
RTO
Rentokil Initial plc Sponsored
-$4.1M
1,909,808
-12%
减持
LKQ
LKQ Corporation
-$4.0M
1,349,408
-7%
减持
ORCL
Oracle Corporation
-$3.5M
21,451
-37%
减持
SNX
TD SYNNEX Corporation
+$3.3M
281,448
-4%
减持
COKE
Coca-Cola Consolidated, Inc.
-$3.1M
82,750
-33%
增持
PAYC
Paycom Software, Inc.
+$3.0M
539,223
+37%
增持
WSC
WillScot Holdings Corporation
-$2.9M
2,936,892
+3%
减持
MTN
Vail Resorts, Inc.
-$2.9M
503,994
-1%
建仓
QCOM
Qualcomm Incorporated
+$2.7M
20,697
减持
—
Ituran Location and Control Lt
-$2.7M
305,593
-25%
建仓
MSFT
Microsoft Corporation
+$2.6M
6,917
清仓
CCI
Crown Castle Inc.
-$2.5M
0
-100%
增持
SAIC
Science Applications Internati
-$2.4M
482,907
+1%
减持
PSMT
PriceSmart, Inc.
+$2.2M
601,178
-16%
减持
SBUX
Starbucks Corporation
-$2.2M
126,303
-21%
增持
—
Dole PLC
-$2.1M
4,694,951
+2%
减持
WMB
Williams Companies, Inc.
-$2.1M
267,898
-25%
增持
BMRN
BioMarin Pharmaceutical Inc.
-$2.0M
917,612
+1%
清仓
EPM
Evolution Petroleum Corporatio
-$1.9M
0
-100%
减持
SSD
Simpson Manufacturing Co., Inc
-$1.9M
119,002
-14%
增持
UFPI
UFP Industries, Inc.
+$1.9M
889,843
+1%
减持
ACIW
ACI Worldwide, Inc.
-$1.8M
267,210
-0%
