River Road Asset Management, LLC Q1 2022 Filing

Filed May 12, 2022

Portfolio Value

$9.1T

Holdings

151

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (151 positions)

StockValue
AMGNAmgen Inc.
$18.3M
OVVOvintiv Inc
$18.1M
IDAIDACORP, Inc.
$17.8M
PRSUViad Corp
$17.4M
LILALiberty Latin America Ltd. Cla
$16.8M
IPGInterpublic Group of Companies
$16.6M
BKHBlack Hills Corporation
$16.5M
PKEPark Aerospace Corp.
$16.1M
AYAtlantica Sustainable Infrastr
$15.9M
PEPPepsiCo, Inc.
$15.2M
FISFidelity National Information
$14.4M
PNCPNC Financial Services Group,
$14.3M
WBAWalgreens Boots Alliance Inc
$14.3M
MSMMSC Industrial Direct Co., Inc
$13.2M
EPDEnterprise Products Partners L
$13.1M
MGAMagna International Inc.
$12.9M
SSNCSS&C Technologies Holdings, In
$12.8M
Whole Earth Brands Inc Class A
$12.6M
GENNortonLifeLock Inc.
$12.0M
SEICSEI Investments Company
$10.9M
SJMJ.M. Smucker Company
$10.1M
KELYAKelly Services, Inc. Class A
$9.7M
GPCGenuine Parts Company
$9.5M
NVRNVR, Inc.
$9.5M
LMTLockheed Martin Corporation
$9.3M
TPLTexas Pacific Land Corporation
$9.0M
CSGSCSG Systems International, Inc
$8.6M
BBSIBarrett Business Services, Inc
$8.4M
EPMEvolution Petroleum Corporatio
$8.4M
ACIAlbertsons Companies, Inc. Cla
$8.3M
APGApi Group Corporation
$8.1M
APOApollo Global Management Inc.
$7.8M
MRKMerck & Co., Inc.
$7.5M
JOESt. Joe Company
$6.9M
KRKroger Co.
$6.7M
ATOAtmos Energy Corporation
$6.6M
CNCCentene Corporation
$6.5M
DLTRDollar Tree, Inc.
$6.0M
MSGSMadison Square Garden Sports C
$5.9M
MCKMcKesson Corporation
$5.8M
LBTYBLiberty Global Plc Class C
$4.8M
GDGeneral Dynamics Corporation
$4.8M
MDTMedtronic PLC
$4.4M
DVNDevon Energy Corporation
$4.3M
WEPMagellan Midstream Partners, L
$4.1M
CSLCarlisle Companies Incorporate
$3.0M
SUXTD SYNNEX Corporation
$1.7M
CHKPCheck Point Software Technolog
$403K
SKMSk Telecom Co Ltd Sponsored AD
$350K
TIMBTIM SA (Brazil) Sponsored ADR
$257K
ITUBItau Unibanco Holding S.A. Spo
$169K
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