River Road Asset Management
$8.8B Assets Reported
203 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BJ | BJ's Wholesale Club Holdings, | 3,503,473 | $345M | 3.9% |
| WTM | White Mountains Insurance Grou | 120,519 | $265M | 3.0% |
| MGRC | McGrath RentCorp | 2,160,837 | $238M | 2.7% |
| BRKB | Berkshire Hathaway Inc. Class | 455,439 | $218M | 2.5% |
| MUSA | Murphy USA, Inc. | 395,784 | $196M | 2.2% |
| GXO | GXO Logistics Inc | 3,541,141 | $184M | 2.1% |
| MAA | Mid-America Apartment Communit | 1,428,079 | $174M | 2.0% |
| CXW | CoreCivic, Inc. | 9,011,396 | $170M | 1.9% |
| LAD | Lithia Motors, Inc. | 652,815 | $163M | 1.8% |
| AGO | Assured Guaranty Ltd. | 1,891,378 | $154M | 1.7% |
Track River Road Asset Management's 13F portfolio: $8.8B in reported holdings, 203 positions. Top holdings, AUM, and quarterly changes on SentiSense.