Fund HoldingsRiver Road Asset Management, LLC

Total Portfolio Value
$7.65B
Total Bought
$1.55B
Total Sold
$984.02M
Net Transaction
+$562.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Talen Energy Corp(TLN)01,557,749+1,557,7490277,6533.63%+277,653
Lululemon Athletica Inc.(LULU)0292,989+292,989079,5031.04%+79,503
United Parks & Resorts Inc.(PRKS)01,320,966+1,320,966066,8410.87%+66,841
Papa John's International, Inc1,215,1802,285,665+1,070,48557,089123,1291.61%+66,040
Assured Guaranty Ltd.(AGO)0666,821+666,821053,0260.69%+53,026
McGrath RentCorp(MGRC)01,247,376+1,247,3760131,3241.72%+131,324
Enovis Corporation(ENOV)01,192,595+1,192,595051,3410.67%+51,341
Vail Resorts, Inc.(MTN)0341,311+341,311059,4870.78%+59,487
Dole PLC(DOLE)02,799,435+2,799,435045,6030.60%+45,603
CNH Industrial NV
SHS
405,8754,364,375+3,958,5004,11248,4450.63%+44,333
Rentokil Initial plc Sponsored(RTO)01,767,144+1,767,144044,0550.58%+44,055
Lithia Motors, Inc.(LAD)286,400365,184+78,78472,302115,9971.52%+43,695
LGI Homes, Inc.(LGIH)476,532695,455+218,92342,64582,4251.08%+39,780
Smith & Nephew plc Sponsored A(SNN)01,239,187+1,239,187038,5880.50%+38,588
Global Payments Inc.(GPN)0491,331+491,331050,3220.66%+50,322
WEX Inc.(WEX)0720,465+720,4650151,1031.98%+151,103
KKR & Co Inc(KKR)0341,556+341,556044,6000.58%+44,600
Summit Materials, Inc. Class A3,079,2503,567,938+488,688112,731139,2571.82%+26,525
Kroger Co.(KR)01,893,043+1,893,0430108,4711.42%+108,471
Lennar Corporation Class A(LEN)323,065378,050+54,98548,41870,8770.93%+22,459
UniFirst Corporation(UNF)861,991855,426-6,565147,857169,9302.22%+22,073
Casey's General Stores, Inc.(CASY)0122,339+122,339045,9640.60%+45,964
Labcorp Holdings Inc.(LH)206,176284,097+77,92141,95963,4900.83%+21,531
GXO Logistics Inc(GXO)931,8281,308,532+376,70447,05768,1350.89%+21,078
Air Transport Services Group,6,968,4677,170,189+201,72296,653116,0851.52%+19,433
P10, Inc. Class A(RPC)7,768,9797,799,346+30,36765,88183,5311.09%+17,650
Alphabet Inc. Class C(GOOG)0204,856+204,856034,2500.45%+34,250
NorthWestern Energy Group, Inc(NWE)02,235,009+2,235,0090127,8871.67%+127,887
Axis Capital Holdings Limited
SHS
1,824,7121,825,995+1,283128,916145,3671.90%+16,452
Genworth Financial, Inc.(GNW)017,391,968+17,391,9680119,1351.56%+119,135
Argan, Inc.780,816708,256-72,56057,12471,8380.94%+14,714
Willis Towers Watson Public Li(WTW)268,691287,650+18,95970,43584,7221.11%+14,287
TXNM Energy, Inc.(TXNM)2,893,9532,740,265-153,688106,961119,9411.57%+12,981
Molson Coors Beverage Company(TAP)1,647,9261,677,241+29,31583,76496,4751.26%+12,711
OPENLANE, Inc.(OPLN)4,373,9835,045,087+671,10472,56485,1611.11%+12,597
Suncor Energy Inc.(SU)0743,421+743,421027,4470.36%+27,447
Nomad Foods Ltd.(NOMD)3,904,9134,019,663+114,75064,35376,6151.00%+12,262
Warrior Met Coal, Inc.(HCC)707,970870,357+162,38744,43955,6160.73%+11,177
Bausch Lomb Corporation02,020,414+2,020,414038,9740.51%+38,974
CRH public limited company
ORD
1,209,8641,095,516-114,34890,716101,5981.33%+10,883
Ingles Markets, Incorporated C(IMKTA)906,730971,026+64,29662,21172,4390.95%+10,228
iShares Russell 1000 Value ETF303,307332,262+28,95552,91863,0630.82%+10,145
Murphy USA, Inc.(MUSA)367,779367,391-388172,658181,0762.37%+8,418
Janus International Group, Inc0816,658+816,65808,2560.11%+8,256
Dun & Bradstreet Holdings Inc04,828,843+4,828,843055,5800.73%+55,580
Cannae Holdings, Inc.05,665,103+5,665,1030107,9771.41%+107,977
Warner Music Group Corp. Class(WMG)0192,538+192,53806,0260.08%+6,026
Viad Corp(PRSU)01,950,097+1,950,097069,8720.91%+69,872
Vontier Corp(VNT)02,356,558+2,356,558079,5101.04%+79,510
Starbucks Corporation(SBUX)298,416291,871-6,54523,23228,4550.37%+5,223
Repay Holdings Corp. Class A01,891,109+1,891,109015,4310.20%+15,431
Cogent Communications Holdings0284,662+284,662021,6120.28%+21,612
Radian Group Inc.(RDN)01,638,862+1,638,862056,8520.74%+56,852
American Tower Corporation(AMT)87,36093,147+5,78716,98121,6620.28%+4,681
Embecta Corporation3,583,6903,477,272-106,41844,79649,0300.64%+4,233
TripAdvisor, Inc.(TRIP)03,670,063+3,670,063053,1790.70%+53,179
Ferguson Enterprises Inc.(FERG)020,682+20,68204,1070.05%+4,107
Salesforce, Inc.(CRM)15,24629,128+13,8823,9207,9730.10%+4,053
Kinder Morgan Inc Class P(KMI)2,177,8852,139,730-38,15543,27547,2670.62%+3,992
Southwest Gas Holdings, Inc.(SWX)01,172,126+1,172,126086,4561.13%+86,456
AerCap Holdings NV(AER)039,291+39,29103,7220.05%+3,722
Howard Hughes Holdings Inc.(HHH)56,04493,052+37,0083,6337,2050.09%+3,572
CNA Financial Corporation(CNA)1,006,9531,012,492+5,53946,39049,5510.65%+3,161
Brookfield Asset Management Lt(BAM)147,752182,478+34,7265,6228,6290.11%+3,007
PNC Financial Services Group,(PNC)134,259128,764-5,49520,87523,8020.31%+2,927
Elevance Health, Inc.(ELV)95,941105,341+9,40051,98754,7770.72%+2,791
Comcast Corporation Class A(CCZ)01,013,912+1,013,912042,3510.55%+42,351
WillScot Holdings Corporation(WSC)1,346,0511,409,803+63,75250,66553,0090.69%+2,343
Alight, Inc. Class A09,988,254+9,988,254073,9130.97%+73,913
Apollo Global Management Inc(APO)46,94462,125+15,1815,5437,7600.10%+2,217
Bristol-Myers Squibb Company(BMY)0216,323+216,323011,1930.15%+11,193
Royalty Pharma Plc Class A(RPRX)428,062469,980+41,91811,28813,2960.17%+2,008
AES Corporation(AES)1,056,3101,011,268-45,04218,55920,2860.27%+1,727
Api Group Corporation(APG)170,679243,951+73,2726,4238,0550.11%+1,633
U.S. Bancorp(USB)0381,127+381,127017,4290.23%+17,429
Delta Air Lines, Inc.(DAL)0130,608+130,60806,6340.09%+6,634
EVERTEC, Inc.(EVTC)01,966,626+1,966,626066,6490.87%+66,649
Berkshire Hathaway Inc. Class0162,628+162,628074,8510.98%+74,851
Chubb Limited
COM
63,41260,805-2,60716,17517,5360.23%+1,360
Paycom Software, Inc.(PAYC)64,28763,195-1,0929,19610,5260.14%+1,331
Fidelity National Financial, I(FNF)0119,700+119,70007,4290.10%+7,429
Duke Energy Corporation(DUK)117,146112,596-4,55011,74212,9820.17%+1,241
Oracle Corporation(ORCL)235,144201,753-33,39133,20234,3790.45%+1,176
Robert Half Inc.(RHI)65,38278,398+13,0164,1835,2850.07%+1,102
Crown Castle Inc.(CCI)62,06659,820-2,2466,0647,0960.09%+1,033
Genuine Parts Company(GPC)0182,206+182,206025,4510.33%+25,451
Carlisle Companies Incorporate(CSL)049,608+49,608022,3110.29%+22,311
Ituran Location and Control Lt
SHS
499,511499,511012,30813,2570.17%+949
Expedia Group, Inc.(EXPE)204,780180,334-24,44625,80026,6930.35%+893
Primo Water Corporation390,071372,565-17,5068,5279,4070.12%+880
SS&C Technologies Holdings, In(SSNC)132,089123,215-8,8748,2789,1440.12%+866
Williams Companies, Inc.(WMB)0601,504+601,504027,4590.36%+27,459
Cisco Systems, Inc.(CSCO)188,007180,056-7,9518,9329,5830.13%+650
Clarivate PLC(CLVT)04,794,995+4,794,995034,0440.45%+34,044
CSG Systems International, Inc92,16188,264-3,8973,7944,2940.06%+500
Johnson & Johnson(JNJ)49,26347,202-2,0617,2007,6500.10%+449
Centene Corporation(CNC)114,274106,602-7,6727,5768,0250.10%+449
Sysco Corporation(SYY)114,342109,812-4,5308,1638,5720.11%+409
Lockheed Martin Corporation(LMT)4,0243,834-1901,8802,2410.03%+362
Unilever PLC Sponsored ADR(UL)641,231548,011-93,22035,26135,5990.47%+338
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