Fund Holdings — River Road Asset Management, LLC

Total Portfolio Value
$8.82B
Total Bought
$1.53B
Total Sold
$1.67B
Net Transaction
-$139.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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American Express Company(AXP)0379,197+379,1970114,7001.30%+114,700
Teleflex Incorporated(TFX)0922,116+922,1160110,2941.25%+110,294
Cal-Maine Foods, Inc.(CALM)01,369,522+1,369,5220108,3981.23%+108,398
Walt Disney Company(DIS)0975,905+975,905094,0581.07%+94,058
Constellation Energy Corporati(CEG)0287,191+287,191080,1980.91%+80,198
Keurig Dr Pepper Inc.(KDP)02,734,593+2,734,593072,0020.82%+72,002
Amazon.com, Inc.(AMZN)0326,682+326,682068,0380.77%+68,038
Sprouts Farmers Market, Inc.(SFM)0698,689+698,689053,8900.61%+53,890
DNOW Inc.(DNOW)04,009,225+4,009,225047,7500.54%+47,750
Mid-America Apartment Communit(MAA)937,8601,428,079+490,219130,278174,3971.98%+44,119
Wells Fargo & Company(WFC)138,114709,410+571,29612,87256,4760.64%+43,604
BJ's Wholesale Club Holdings,(BJ)3,403,7103,503,473+99,763306,436344,8123.91%+38,376
AptarGroup, Inc.917,6701,177,003+259,333111,919148,3261.68%+36,407
Delek US Holdings Inc(DK)2,547,9192,480,378-67,54175,571111,7911.27%+36,219
Labcorp Holdings Inc.(LH)408,256504,932+96,676102,423134,7211.53%+32,298
Willis Towers Watson Public Li(WTW)340,513484,993+144,480111,893140,9871.60%+29,095
GXO Logistics Inc(GXO)2,942,8113,541,141+598,330154,910183,6082.08%+28,699
UGI Corporation(UGI)0778,691+778,691028,3600.32%+28,360
Chemed Corporation(CHE)071,768+71,768027,1100.31%+27,110
International Flavors & Fragra(IFF)969,4901,259,653+290,16365,33491,3881.04%+26,054
iShares Russell 1000 Value ETF0121,158+121,158025,8880.29%+25,888
Radian Group Inc.(RDN)491,5601,127,623+636,06317,69137,3020.42%+19,611
Ingles Markets, Incorporated C(IMKTA)1,007,275956,420-50,85569,04985,9730.97%+16,924
Commerce Bancshares, Inc.(CBSH)0339,850+339,850016,7210.19%+16,721
Independence Realty Trust, Inc(IRT)01,079,384+1,079,384016,0720.18%+16,072
McGrath RentCorp(MGRC)2,131,1212,160,837+29,716223,619238,2972.70%+14,679
White Mountains Insurance Grou
COM
120,880120,519-361251,192264,7753.00%+13,583
Ingram Micro Holding Corporati(INGM)1,332,6901,758,062+425,37228,44040,9800.46%+12,541
Madison Square Garden Sports C(MSGS)036,656+36,656011,7810.13%+11,781
Cooper Companies, Inc.(COO)1,582,8671,974,606+391,739129,732141,1841.60%+11,453
Matador Resources Company(MTDR)0177,842+177,842011,2360.13%+11,236
Simply Good Foods Co(SMPL)1,586,4902,999,314+1,412,82431,85743,0400.49%+11,183
Permian Resources Corporation(PR)4,681,7953,565,621-1,116,17465,68676,0190.86%+10,333
Brown & Brown, Inc.(BRO)0157,107+157,107010,2450.12%+10,245
United Natural Foods, Inc.(UNFI)0224,438+224,438010,1130.11%+10,113
HF Sinclair Corporation(DINO)688,431669,044-19,38731,72341,7420.47%+10,019
TFI International Inc.(TFII)077,540+77,54008,4230.10%+8,423
RELX PLC Sponsored ADR(RELX)0252,823+252,82308,3810.10%+8,381
Pursuit Attractions and Hospit(PRSU)2,032,6052,074,222+41,61768,45875,9790.86%+7,521
Morningstar, Inc.(MORN)042,084+42,08407,1140.08%+7,114
Genuine Parts Company(GPC)84,755160,171+75,41610,42116,9380.19%+6,517
Oracle Corporation Depositary(ORCL)0134,481+134,48106,0530.07%+6,053
CRH public limited company
ORD
1,036,7751,285,977+249,202129,390135,1821.53%+5,792
Zoetis, Inc. Class A(ZTS)046,053+46,05305,4440.06%+5,444
Atlanta Braves Holdings Inc Cl210,161316,644+106,4838,29113,5210.15%+5,230
Lennar Corporation Class B(LEN)058,920+58,92004,9560.06%+4,956
Union Pacific Corporation(UNP)490,254486,156-4,098113,406117,9511.34%+4,546
Southwest Gas Holdings, Inc.(SWX)927,263903,750-23,51374,20078,5360.89%+4,336
Albertsons Companies, Inc. Cla370,792617,740+246,9486,36610,5260.12%+4,160
TD SYNNEX Corporation(SNX)294,112281,448-12,66444,18447,4830.54%+3,299
Paycom Software, Inc.(PAYC)392,403539,223+146,82062,53365,5370.74%+3,004
Qualcomm Incorporated(QCOM)020,697+20,69702,6650.03%+2,665
Microsoft Corporation(MSFT)06,917+6,91702,5600.03%+2,560
PriceSmart, Inc.(PSMT)719,400601,178-118,22288,24990,4771.03%+2,228
UFP Industries, Inc.(UFPI)879,935889,843+9,90880,11881,9720.93%+1,854
Landstar System, Inc.(LSTR)125,829124,207-1,62218,08219,9120.23%+1,830
Texas Instruments Incorporated(TXN)59,56261,060+1,49810,33311,8540.13%+1,521
Air Products and Chemicals, In43,08540,629-2,45610,64311,8020.13%+1,159
Carnival Corporation468,595597,346+128,75114,31115,4590.18%+1,148
St. Joe Company(JOE)137,874145,599+7,7258,1869,1440.10%+958
News Corporation Class A(NWS)368,114420,822+52,7089,61510,4910.12%+876
Energy Transfer LP(ET)74,955105,635+30,6801,2362,0390.02%+803
Expeditors International Of Wa(EXPD)107,023116,762+9,73915,94716,7240.19%+776
RPM International Inc.(RPM)64,01572,656+8,6416,6587,2220.08%+564
EOG Resources, Inc.(EOG)71,75155,680-16,0717,5358,0500.09%+515
GEO Group Inc(GEO)622,904622,614-29010,04110,4660.12%+425
Meta Platforms Inc Class A(META)0697+69703990.00%+399
Marsh & McLennan Companies, In(MRSH)01,437+1,43702490.00%+249
Duke Energy Corporation(DUK)45,62141,568-4,0535,3475,4430.06%+96
Watsco, Inc.(WSO)16,90715,905-1,0025,6975,7860.07%+89
Amgen Inc.(AMGN)22,04420,693-1,3517,2157,2810.08%+66
Enterprise Products Partners L(EPD)103,16587,510-15,6553,3073,3110.04%+4
PepsiCo, Inc.(PEP)53,74549,657-4,0887,7137,7110.09%-2
Expedia Group, Inc.(EXPE)31,05437,794+6,7408,7988,7260.10%-72
Corning Inc(GLW)33,09520,703-12,3922,8982,8150.03%-83
Asbury Automotive Group, Inc.211,054250,400+39,34649,07648,9310.55%-146
Owens Corning(OC)348,116358,408+10,29238,95838,7870.44%-171
Cisco Systems, Inc.(CSCO)44,09941,468-2,6313,3973,2180.04%-179
F&G Annuities & Life Inc(FG)6,7650-6,7652090—-209
Expand Energy Corporation(EXE)30,03328,086-1,9473,3143,0830.03%-231
Medtronic PLC(MDT)92,43799,275+6,8388,8798,6020.10%-277
Avnet, Inc.152,216113,806-38,4107,3197,0130.08%-306
NVR, Inc.(NVR)480-483500—-350
AerCap Holdings NV(AER)2,5170-2,5173620—-362
Royalty Pharma Plc Class A(RPRX)518,654407,369-111,28520,04119,5410.22%-499
Canadian National Railway Comp(CNI)9,7744,072-5,7029664180.00%-548
Chubb Limited
COM
54,72150,566-4,15517,08016,4810.19%-599
Api Group Corporation(APG)240,642210,118-30,5249,2078,5140.10%-693
Alamo Group Inc.44,17440,709-3,4657,4156,7160.08%-700
Hewlett Packard Enterprise Co.(HPE)109,056101,571-7,4857,2736,5520.07%-721
Kinder Morgan Inc Class P(KMI)547,730425,499-122,23115,05714,2670.16%-790
AbbVie, Inc.(ABBV)33,58831,361-2,2277,6756,8210.08%-854
Apollo Global Management Inc(APO)6,1190-6,1198860—-886
American Tower Corporation(AMT)69,23465,284-3,95012,15511,2670.13%-889
Smith & Nephew plc Sponsored A(SNN)3,169,6443,241,750+72,106103,996103,0231.17%-973
CoreCivic, Inc.(CXW)8,978,2409,011,396+33,156171,574170,4051.93%-1,169
NMI Holdings, Inc.(NMIH)370,295369,962-33315,10413,8770.16%-1,227
AES Corporation(AES)317,900236,092-81,8084,5593,3270.04%-1,232
Bristol-Myers Squibb Company(BMY)95,80764,152-31,6555,1683,8910.04%-1,277
IDACORP, Inc.(IDA)46,62932,329-14,3005,9014,6220.05%-1,279
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River Road Asset Management, LLC — 13F Holdings — Q1 2026 | TickerTrail