Fund HoldingsRiver Road Asset Management, LLC

Total Portfolio Value
$7.35B
Total Bought
$987.19M
Total Sold
$1.06B
Net Transaction
-$75.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Caci International Inc Class A(CACI)21,246287,802+266,5568,585105,6001.44%+97,016
Haemonetics Corporation(HAE)01,395,052+1,395,052088,6561.21%+88,656
GMS, Inc.0832,721+832,721060,9300.83%+60,930
ePlus inc.(PLUS)01,386,853+1,386,853084,6401.15%+84,640
PriceSmart, Inc.(PSMT)206,987784,972+577,98519,07868,9600.94%+49,882
WESCO International, Inc.(WCC)0388,501+388,501060,3340.82%+60,334
GE Healthcare Technologies Inc(GEHC)0558,914+558,914045,1100.61%+45,110
Smith & Nephew plc Sponsored A(SNN)2,032,0162,909,334+877,31849,94782,5381.12%+32,591
BJ's Wholesale Club Holdings,(BJ)2,789,1852,456,667-332,518249,214280,3063.81%+31,092
Carlisle Companies Incorporate(CSL)0116,840+116,840039,7840.54%+39,784
Restaurant Brands Internationa(QSR)0453,236+453,236030,2040.41%+30,204
ICU Medical, Inc.(ICUI)0212,229+212,229029,4700.40%+29,470
Howard Hughes Holdings Inc.(HHH)312,566705,435+392,86924,04352,2590.71%+28,216
Becton, Dickinson and Company(BDX)132,811251,954+119,14330,13157,7130.78%+27,582
Insperity, Inc.(NSP)612,991787,250+174,25947,51370,2460.96%+22,733
GXO Logistics Inc(GXO)2,008,1682,814,485+806,31787,355109,9901.50%+22,635
Casey's General Stores, Inc.(CASY)0128,921+128,921055,9570.76%+55,957
iShares U.S. Home Construction0190,071+190,071018,0970.25%+18,097
LKQ Corporation(LKQ)03,417,284+3,417,2840145,3711.98%+145,371
Murphy USA, Inc.(MUSA)0396,382+396,3820186,2242.53%+186,224
VanEck Oil Services ETF
OIL SERVICES ETF
045,500+45,500011,9260.16%+11,926
Axis Capital Holdings Limited
SHS
1,771,8701,684,582-87,288157,023168,8632.30%+11,839
CSX Corporation(CSX)1,452,1631,991,628+539,46546,86158,6140.80%+11,752
Elevance Health, Inc.(ELV)0124,900+124,900054,3270.74%+54,327
NorthWestern Energy Group, Inc(NWE)2,371,9312,376,005+4,074126,803137,4991.87%+10,696
Nomad Foods Ltd.(NOMD)03,910,211+3,910,211076,8361.04%+76,836
Tennant Company(TNC)0103,946+103,94608,2900.11%+8,290
BlueLinx Holdings Inc.73,816208,163+134,3477,54115,6080.21%+8,067
Asbury Automotive Group, Inc.49,97290,056+40,08412,14519,8880.27%+7,743
Warner Music Group Corp. Class(WMG)164,340373,934+209,5945,09511,7230.16%+6,628
Voya Financial, Inc.(VOYA)094,590+94,59006,4090.09%+6,409
Accenture Plc Class A
SHS CLASS A
018,510+18,51005,7760.08%+5,776
Dole PLC(DOLE)3,807,9203,962,604+154,68451,55957,2600.78%+5,700
Hub Group, Inc. Class A(HUBG)391,782615,699+223,91717,45822,8860.31%+5,428
AerCap Holdings NV(AER)391,506419,379+27,87337,46742,8480.58%+5,381
Molson Coors Beverage Company(TAP)1,673,3111,658,850-14,46195,914100,9741.37%+5,060
Estee Lauder Companies Inc. Cl(EL)070,353+70,35304,6430.06%+4,643
Phillips 66(PSX)036,647+36,64704,5250.06%+4,525
Carnival Corporation0211,794+211,79404,1360.06%+4,136
Royalty Pharma Plc Class A(RPRX)0457,185+457,185014,2320.19%+14,232
Constellation Brands, Inc. Cla(STZ)018,623+18,62303,4180.05%+3,418
Target Hospitality Corp.(TH)0497,085+497,08503,2710.04%+3,271
EVERTEC, Inc.(EVTC)1,910,6381,874,607-36,03165,97468,9290.94%+2,955
Chubb Limited
COM
056,425+56,425017,0400.23%+17,040
Radian Group Inc.(RDN)01,655,765+1,655,765054,7560.74%+54,756
American Tower Corporation(AMT)077,327+77,327016,8260.23%+16,826
Valmont Industries, Inc.(VMI)10,62319,364+8,7413,2585,5260.08%+2,268
Atlanta Braves Holdings Inc Cl73,601117,708+44,1072,8164,7090.06%+1,894
Mid-America Apartment Communit(MAA)441,860418,175-23,68568,29870,0780.95%+1,779
Berkshire Hathaway Inc. Class0114,700+114,700061,0870.83%+61,087
CNA Financial Corporation(CNA)997,588980,535-17,05348,25349,8010.68%+1,548
Ferguson Enterprises Inc.(FERG)19,82130,299+10,4783,4404,8550.07%+1,414
Deere & Company(DE)02,506+2,50601,1760.02%+1,176
DNOW Inc.(DNOW)559,939492,500-67,4397,2858,4120.11%+1,127
Paycom Software, Inc.(PAYC)53,41955,268+1,84910,94912,0750.16%+1,126
Suncor Energy Inc.(SU)0642,500+642,500024,8780.34%+24,878
Unilever PLC Sponsored ADR(UL)602,653592,165-10,48834,17035,2630.48%+1,093
Canadian National Railway Comp(CNI)010,269+10,26901,0010.01%+1,001
Amgen Inc.(AMGN)037,287+37,287011,6170.16%+11,617
Huntington Ingalls Industries,(HII)345,109323,541-21,56865,21566,0150.90%+800
Genworth Financial, Inc.(GNW)17,217,62317,084,167-133,456120,351121,1271.65%+776
Duke Energy Corporation(DUK)089,630+89,630010,9320.15%+10,932
Johnson & Johnson(JNJ)39,30538,759-5465,6846,4280.09%+744
Expeditors International Of Wa(EXPD)88,77687,719-1,0579,83410,5480.14%+714
AbbVie, Inc.(ABBV)042,681+42,68108,9430.12%+8,943
PepsiCo, Inc.(PEP)055,639+55,63908,3430.11%+8,343
Api Group Corporation(APG)273,997293,893+19,8969,85610,5100.14%+654
Ingles Markets, Incorporated C(IMKTA)0975,819+975,819063,5550.86%+63,555
Expand Energy Corporation(EXE)92,10187,357-4,7449,1699,7250.13%+556
Albertsons Companies, Inc. Cla260,259257,159-3,1005,1115,6550.08%+543
InMode Ltd.(INMD)513,278513,306+288,5729,1060.12%+534
Apollo Global Management Inc(APO)03,405+3,40504660.01%+466
CSG Systems International, Inc104,78396,268-8,5155,3555,8210.08%+466
NVR, Inc.(NVR)056+5604060.01%+406
Alexandria Real Estate Equitie54,18861,246+7,0585,2865,6660.08%+380
Fidelity National Financial, I(FNF)101,01492,940-8,0745,6716,0490.08%+378
Corpay, Inc.(CPAY)01,054+1,05403680.00%+368
MSC Industrial Direct Co., Inc(MSM)0124,444+124,44409,6660.13%+9,666
Ares Management Corporation(ARES)02,352+2,35203450.00%+345
NIKE, Inc. Class B(NKE)41,75655,017+13,2613,1603,4920.05%+333
Enterprise Products Partners L(EPD)146,909143,976-2,9334,6074,9150.07%+308
Ovintiv Inc(OVV)314,052303,388-10,66412,71912,9850.18%+266
SS&C Technologies Holdings, In(SSNC)466,320426,188-40,13235,33835,5990.48%+262
St. Joe Company(JOE)101,675100,465-1,2104,5684,7170.06%+149
Humana Inc.(HUM)13,65813,495-1633,4653,5710.05%+106
Watsco, Inc.(WSO)05,361+5,36102,7250.04%+2,725
Centene Corporation(CNC)102,163100,953-1,2106,1896,1290.08%-60
CNH Industrial NV
SHS
6,903,9776,363,598-540,37978,22278,1451.06%-77
Bristol-Myers Squibb Company(BMY)182,484167,941-14,54310,32110,2430.14%-79
Evolution Petroleum Corporatio1,323,2111,319,742-3,4696,9206,8360.09%-84
Expedia Group, Inc.(EXPE)045,133+45,13307,5870.10%+7,587
Kimberly-Clark Corporation(KMB)084,363+84,363011,9980.16%+11,998
Hewlett Packard Enterprise Co.(HPE)72,26092,182+19,9224,5314,4010.06%-131
Southwest Gas Holdings, Inc.(SWX)01,133,782+1,133,782081,4061.11%+81,406
Kelly Services, Inc. Class A0365,760+365,76004,8170.07%+4,817
Ituran Location and Control Lt
SHS
490,258414,095-76,16315,27214,9740.20%-298
EOG Resources, Inc.(EOG)71,41565,879-5,5368,7548,4480.11%-306
NetApp, Inc.(NTAP)39,30248,325+9,0234,5624,2450.06%-317
Cisco Systems, Inc.(CSCO)0110,696+110,69606,8310.09%+6,831
Pfizer Inc.(PFE)254,010250,546-3,4646,7396,3490.09%-390
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