Fund HoldingsRiver Road Asset Management, LLC

Total Portfolio Value
$7.02B
Total Bought
$583.51M
Total Sold
$1.06B
Net Transaction
-$471.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Hostess Brands, Inc. Class A01,629,002+1,629,002054,2620.77%+54,262
BJ's Wholesale Club Holdings,(BJ)3,665,4843,883,231+217,747230,962277,1463.95%+46,184
Clarivate PLC(CLVT)06,821,520+6,821,520045,7720.65%+45,772
IDACORP, Inc.(IDA)0632,457+632,457059,2300.84%+59,230
Embecta Corporation02,613,475+2,613,475039,3330.56%+39,333
Charter Communications, Inc. C(CHTR)068,091+68,091029,9480.43%+29,948
CRH public limited company
ORD
0527,258+527,258028,8570.41%+28,857
Summit Materials, Inc. Class A592,6021,617,490+1,024,88822,43050,3690.72%+27,939
PNM Resources, Inc.(TXNM)0555,209+555,209024,7680.35%+24,768
Progressive Corporation(PGR)189,899355,445+165,54625,13749,5130.70%+24,377
EOG Resources, Inc.(EOG)0193,481+193,481024,5260.35%+24,526
Valaris Ltd.(VAL)0362,539+362,539027,1830.39%+27,183
Advance Auto Parts, Inc.(AAP)330,591744,080+413,48923,24141,6160.59%+18,376
Delek US Holdings Inc(DK)0614,140+614,140017,4480.25%+17,448
Vistra Corp.(VST)5,365,4894,755,651-609,838140,844157,7932.25%+16,948
Air Transport Services Group,8,723,1598,678,225-44,934164,606181,1152.58%+16,509
SM Energy Company(SM)2,339,3472,278,745-60,60273,99490,3521.29%+16,359
HF Sinclair Corporation(DINO)583,211738,203+154,99226,01742,0260.60%+16,009
CoreCivic, Inc.(CXW)9,194,9649,061,944-133,02086,525101,9471.45%+15,422
Genworth Financial, Inc. Class(GNW)18,011,03517,602,185-408,85090,055103,1491.47%+13,094
Permian Resources Corporation(PR)8,602,8867,647,410-955,47694,288106,7581.52%+12,470
ePlus inc.(PLUS)1,972,9691,917,326-55,643111,078121,7891.73%+10,710
PNC Financial Services Group,(PNC)0178,279+178,279021,8870.31%+21,887
Cable One, Inc.92,492111,388+18,89660,77568,5750.98%+7,800
Ulta Beauty Inc.(ULTA)016,487+16,48706,5860.09%+6,586
White Mountains Insurance Grou
COM
132,956127,766-5,190184,664191,0982.72%+6,434
Murphy USA, Inc.(MUSA)452,115428,995-23,120140,657146,6002.09%+5,943
GE Healthcare Technologies Inc(GEHC)085,702+85,70205,8310.08%+5,831
Tidewater Inc(TDW)078,883+78,88305,6060.08%+5,606
Comcast Corporation Class A(CCZ)1,346,1931,377,780+31,58755,93461,0910.87%+5,156
Williams Companies, Inc.(WMB)1,585,6901,683,236+97,54651,74156,7080.81%+4,967
Entergy Corporation(ETR)053,142+53,14204,9160.07%+4,916
Atlanta Braves Holdings Inc Cl0133,918+133,91804,7850.07%+4,785
NCR Corporation3,408,7123,357,682-51,03085,90090,5571.29%+4,657
Howard Hughes Holdings Inc.(HHH)060,538+60,53804,4880.06%+4,488
Ituran Location and Control Lt
SHS
797,735771,346-26,38918,61923,0630.33%+4,444
Fidelity National Financial, I(FNF)1,795,5581,664,752-130,80664,64068,7540.98%+4,114
WEX Inc.(WEX)759,090756,094-2,996138,208142,2142.02%+4,006
Albertsons Companies, Inc. Cla0314,615+314,61507,1570.10%+7,157
Primo Water Corporation0256,323+256,32303,5370.05%+3,537
Axis Capital Holdings Limited
SHS
1,940,3041,915,563-24,741104,447107,9801.54%+3,534
Ovintiv Inc(OVV)0350,445+350,445016,6710.24%+16,671
Endeavor Group Holdings, Inc.0151,152+151,15203,0080.04%+3,008
Alexandria Real Estate Equitie029,330+29,33002,9360.04%+2,936
Global Payments Inc.(GPN)077,049+77,04908,8910.13%+8,891
Amgen Inc.(AMGN)068,852+68,852018,5050.26%+18,505
Cogent Communications Holdings311,803381,513+69,71020,98123,6160.34%+2,634
McGrath RentCorp(MGRC)791,454753,113-38,34173,19475,4921.07%+2,298
NorthWestern Energy Group, Inc(NWE)1,319,2521,605,669+286,41774,88177,1681.10%+2,288
Park Aerospace Corp.(PKE)01,186,617+1,186,617018,4280.26%+18,428
Argan, Inc.1,670,9341,482,809-188,12565,85267,4970.96%+1,646
Royal Gold, Inc.(RGLD)044,028+44,02804,6810.07%+4,681
World Kinect Corporation(WKC)1,278,1681,249,403-28,76526,43328,0240.40%+1,592
Texas Pacific Land Corporation(TPL)02,766+2,76605,0440.07%+5,044
Enterprise Products Partners L(EPD)0413,640+413,640011,3210.16%+11,321
Laboratory Corporation of Amer129,551139,481+9,93026,85928,0430.40%+1,184
AbbVie, Inc.(ABBV)0117,649+117,649017,5370.25%+17,537
NOW Inc.(DNOW)0750,947+750,94708,9140.13%+8,914
Chubb Limited
COM
085,334+85,334017,7650.25%+17,765
Arch Resources, Inc. Class A024,748+24,74804,2230.06%+4,223
Apollo Global Management Inc(APO)072,462+72,46206,5040.09%+6,504
Unilever PLC Sponsored ADR(UL)874,142939,481+65,33945,56946,4100.66%+841
Newmark Group, Inc. Class A(NMRK)4,077,0804,038,186-38,89425,35925,9660.37%+606
Kelly Services, Inc. Class A0880,182+880,182016,0110.23%+16,011
St. Joe Company(JOE)097,228+97,22805,2820.08%+5,282
Liberty Broadband Corp. Class(LBRDA)078,779+78,77907,1940.10%+7,194
Ares Management Corporation(ARES)067,198+67,19806,9130.10%+6,913
Telefonica Brasil SA Sponsored(VIV)043,147+43,14703690.01%+369
FS KKR Capital Corp.(FSK)1,885,6081,855,452-30,15636,16636,5340.52%+368
AptarGroup, Inc.041,276+41,27605,1610.07%+5,161
Chesapeake Energy Corporation(EXE)262,471258,654-3,81721,96422,3040.32%+340
CNA Financial Corporation(CNA)1,068,7551,057,232-11,52341,27541,6020.59%+327
TripAdvisor, Inc.(TRIP)4,184,0304,175,941-8,08968,99569,2370.99%+242
MSC Industrial Direct Co., Inc(MSM)409,354399,547-9,80739,00339,2160.56%+212
TD SYNNEX Corporation(SNX)1,328,8851,252,705-76,180124,915125,0951.78%+180
UniFirst Corporation(UNF)886,735844,221-42,514137,453137,6161.96%+164
Barrett Business Services, Inc071,003+71,00306,4070.09%+6,407
Centene Corporation(CNC)0112,392+112,39207,7420.11%+7,742
Armstrong World Industries, In(AWI)2,036,8982,079,825+42,927149,631149,7472.13%+117
Brookfield Asset Management Lt(BAM)0159,601+159,60105,3210.08%+5,321
Cisco Systems, Inc.(CSCO)0255,538+255,538013,7380.20%+13,738
Sk Telecom Co Ltd Sponsored AD(SKM)011,487+11,48702470.00%+247
Fomento Economico Mexicano SAB(FMX)02,305+2,30502520.00%+252
Genpact Limited
SHS
06,237+6,23702260.00%+226
M&T Bank Corporation(MTB)036,939+36,93904,6710.07%+4,671
Itau Unibanco Holding S.A. Spo(ITUB)000000
American Vanguard Corporation0333,261+333,26103,6430.05%+3,643
Expeditors International Of Wa(EXPD)045,862+45,86205,2570.07%+5,257
NVR, Inc.(NVR)0920+92005,4860.08%+5,486
CSG Systems International, Inc0125,310+125,31006,4060.09%+6,406
Bath & Body Works, Inc.0111,904+111,90403,7820.05%+3,782
Check Point Software Technolog
ORD
000000
Madison Square Garden Sports C(MSGS)035,872+35,87206,3240.09%+6,324
Lockheed Martin Corporation(LMT)07,347+7,34703,0050.04%+3,005
WideOpenWest, Inc.0685,563+685,56305,2450.07%+5,245
Genuine Parts Company(GPC)030,168+30,16804,3560.06%+4,356
EVERTEC, Inc.(EVTC)2,251,1162,205,081-46,03582,90981,9851.17%-924
Evolution Petroleum Corporatio01,277,988+1,277,98808,7410.12%+8,741
Watsco, Inc.(WSO)59,82457,810-2,01422,82121,8360.31%-985
Viad Corp(PRSU)1,817,9481,826,931+8,98348,86647,8660.68%-1,001
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