River Road Asset Management, LLC

CIK: 0001341401Latest portfolio: $9.1B · Q4 2025

Holdings

175

Total Value

$9.1B

New Positions

15

Closed Positions

16

#StockSharesValue% PortfolioChangeType
1
BJBJ's Wholesale Club Holdings,
3,403,710$306.4M3.36%+298K
2
WTMWhite Mountains Insurance Grou
120,880$251.2M2.76%+11K
3
LADLithia Motors, Inc.
742,677$246.8M2.71%+187K
4
BRK/BBerkshire Hathaway Inc. Class
447,921$225.1M2.47%+48K
5
MGRCMcGrath RentCorp
2,131,121$223.6M2.45%+65K
6
MUSAMurphy USA, Inc.
506,214$204.3M2.24%+8K
7
CXWCoreCivic, Inc.
8,978,240$171.6M1.88%+287K
8
AGOAssured Guaranty Ltd.
1,885,863$169.5M1.86%+42K
9
UNFUniFirst Corporation
865,014$166.9M1.83%+76K
10
AMRZAmrize Ltd
2,883,536$155.9M1.71%+598K
11
GXOGXO Logistics Inc
2,942,811$154.9M1.70%-57,779
12
GNWGenworth Financial, Inc.
16,396,056$148.1M1.62%-162,278
13
PLUSePlus inc.
1,616,749$141.8M1.56%-6,210
14
CA8ACaci International Inc Class A
251,387$133.9M1.47%-209,737
15
ARESAres Management Corporation
807,300$130.5M1.43%+805K
16
MAAMid-America Apartment Communit
937,860$130.3M1.43%+68K
17
COOCooper Companies, Inc.
1,582,867$129.7M1.42%+16K
18
RHCRH public limited company
1,036,775$129.4M1.42%-438,669
19
VNTVontier Corp
3,298,671$122.6M1.35%+206K
20
FCNCAFirst Citizens BancShares, Inc
55,402$118.9M1.30%+47K
21
GEHCGE Healthcare Technologies Inc
1,410,848$115.7M1.27%-544,402
22
WEXWEX Inc.
776,008$115.6M1.27%-12,033
23
UNPUnion Pacific Corporation
490,254$113.4M1.24%+453K
24
AXSAxis Capital Holdings Limited
1,051,961$112.7M1.24%-319,386
25
ATRAptarGroup, Inc.
917,670$111.9M1.23%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ARES807K+805K
AMRZ2.9M+598K
MMS823K+578K
DOLE4.6M+526K
KR1.8M+492K
UNP490K+453K
BN1.7M+411K
SNN3.2M+385K
UFPI880K+344K
BJ3.4M+298K

Decreased Positions

NameSharesChange
NWE1.3M-1027523
DK2.5M-860940
HCC249K-719366
CNNE3.6M-662533
MDU4.7M-582940
HAE1.1M-552650
GEHC1.4M-544402
RTO2.2M-526618
ALIT8.6M-463477
RH1.0M-438669

Sector Breakdown

Industrials0.0% ($2.2361816686115492e+154T)
Financial Services0.0% ($2.5119216948214806e+110T)
Technology0.0% ($1.4178812264411559e+96T)
Healthcare0.0% ($1.2973111571711192e+85T)
Consumer Cyclical0.0% ($2.4681320426712936e+74T)
Consumer Defensive0.0% ($3.064361100368825e+60T)
Energy0.0% ($7.557165685317223e+52T)
Unknown0.0% ($2.2514713394158746e+40T)
Utilities0.0% ($8.157674199477532e+22T)
Basic Materials0.0% ($155941801186533376000.0T)
Real Estate0.0% ($17157413027841598.0T)
Communication Services0.0% ($353041967.9T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 24, 2026$9.1B175
Q3 2025Nov 12, 2025$8.9T176
Q2 2025Aug 13, 2025$7.9T0
Q1 2025May 13, 2025$7.4T181
Q4 2024Feb 7, 2025$7.5T172
Q3 2024Oct 30, 2024$7646.0T172
Q2 2024Jul 19, 2024$6968.9T173
Q1 2024Apr 26, 2024$7400.3T165
Q4 2023Jan 31, 2024$7202.5T166
Q3 2023Nov 13, 2023$7024.5T176
Q2 2023Jul 20, 2023$7249.8T175
Q1 2023Apr 27, 2023$7336.6T172
Q4 2022Feb 1, 2023$7300.0T173
Q3 2022Nov 4, 2022$6.7T170
Q2 2022Jul 20, 2022$7.1T162
Q1 2022May 12, 2022$9.1T151
Q4 2021Feb 1, 2022$9.4T156
Q3 2021Nov 12, 2021$9.0T151
Q2 2021Aug 10, 2021$9.3T157
Q1 2021May 12, 2021$8.3T162
Q4 2020Feb 10, 2021$7.0T142
Q3 2020Nov 9, 2020$6.1T148
Q2 2020Aug 12, 2020$5.8T144
Q1 2020May 14, 2020$4.5T159
Q4 2019Feb 12, 2020$6.3T155
Q3 2019Nov 5, 2019$5.3T158
Q2 2019Aug 12, 2019$5.1T163
Q1 2019May 2, 2019$4.5T159
Q4 2018Feb 6, 2019$4.1T163
Q3 2018Nov 1, 2018$4.8T163
Q2 2018Jul 25, 2018$4.8T165
Q1 2018May 4, 2018$4.9T173
Q4 2017Feb 6, 2018$5.3T167
Q3 2017Nov 3, 2017$5.1T163
Q2 2017Aug 8, 2017$5.2T152
Q1 2017Apr 25, 2017$5.3T144
Q4 2016Jan 12, 2017$5.2T144
Q3 2016Oct 27, 2016$4.9T146
Q2 2016Aug 4, 2016$4.7T152
Q1 2016May 13, 2016$5.6T155

Fund Information

CIK0001341401
Most Recent FilingFeb 24, 2026
Number of Filings40

River Road Asset Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $9.1B across 175 holdings. The largest position is BJ's Wholesale Club Holdings, (BJ), representing 3.4% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 17 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.