Fund HoldingsRiver Road Asset Management, LLC

Total Portfolio Value
$7.20B
Total Bought
$770.16M
Total Sold
$1.01B
Net Transaction
-$238.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WESCO International, Inc.(WCC)0456,659+456,659079,4041.10%+79,404
Delek US Holdings Inc(DK)614,1403,747,111+3,132,97117,44896,6751.34%+79,228
Envista Holdings Corp.(NVST)02,283,073+2,283,073054,9310.76%+54,931
CRH public limited company
ORD
527,2581,181,901+654,64328,85781,7401.13%+52,883
NCR Atleos Corporation(NATL)01,656,336+1,656,336040,2320.56%+40,232
Atkore Inc01,260,290+1,260,2900201,6462.80%+201,646
NorthWestern Energy Group, Inc(NWE)1,605,6692,168,217+562,54877,168110,3411.53%+33,172
GEO Group Inc(GEO)02,976,023+2,976,023032,2300.45%+32,230
GE Healthcare Technologies Inc(GEHC)85,702462,660+376,9585,83135,7730.50%+29,942
CoreCivic, Inc.(CXW)9,061,9449,047,989-13,955101,947131,4671.83%+29,520
ACI Worldwide, Inc.03,372,436+3,372,4360103,1971.43%+103,197
Molson Coors Beverage Company(TAP)0843,373+843,373051,6230.72%+51,623
Embecta Corporation2,613,4753,310,749+697,27439,33362,6720.87%+23,340
PNM Resources, Inc.(TXNM)555,2091,154,420+599,21124,76848,0240.67%+23,256
Global Payments Inc.(GPN)77,049228,337+151,2888,89128,9990.40%+20,108
MDU Resources Group, Inc.(MDU)02,931,590+2,931,590058,0450.81%+58,045
Viad Corp(PRSU)1,826,9311,830,472+3,54147,86666,2630.92%+18,397
Arrow Electronics, Inc.0149,137+149,137018,2320.25%+18,232
Delta Air Lines, Inc.(DAL)0613,068+613,068024,6640.34%+24,664
TripAdvisor, Inc.(TRIP)4,175,9414,051,815-124,12669,23787,2361.21%+17,998
UniFirst Corporation(UNF)844,221848,299+4,078137,616155,1622.15%+17,546
Genuine Parts Company(GPC)30,168156,148+125,9804,35621,6260.30%+17,271
Clarivate PLC(CLVT)6,821,5206,683,993-137,52745,77261,8940.86%+16,121
Summit Materials, Inc. Class A1,617,4901,727,475+109,98550,36966,4390.92%+16,070
Alight, Inc. Class A09,360,406+9,360,406079,8441.11%+79,844
SP Plus Corporation01,428,239+1,428,239073,1971.02%+73,197
Genworth Financial, Inc. Class(GNW)17,602,18517,535,703-66,482103,149117,1381.63%+13,990
McGrath RentCorp(MGRC)753,113734,269-18,84475,49287,8331.22%+12,341
Newmark Group, Inc. Class A(NMRK)4,038,1863,484,589-553,59725,96638,1910.53%+12,226
Ingles Markets, Incorporated C(IMKTA)0832,191+832,191071,8761.00%+71,876
Vistra Corp.(VST)4,755,6514,334,385-421,266157,793166,9612.32%+9,168
KKR & Co Inc(KKR)0513,225+513,225042,5210.59%+42,521
Duke Energy Corporation(DUK)084,567+84,56708,2060.11%+8,206
Cogent Communications Holdings381,513417,801+36,28823,61631,7780.44%+8,162
Mid-America Apartment Communit(MAA)050,137+50,13706,7410.09%+6,741
Vontier Corp(VNT)02,984,102+2,984,1020103,1011.43%+103,101
Johnson & Johnson(JNJ)038,874+38,87406,0930.08%+6,093
Bausch Lomb Corporation01,938,207+1,938,207033,0660.46%+33,066
Radian Group Inc.(RDN)02,073,468+2,073,468059,1980.82%+59,198
PNC Financial Services Group,(PNC)178,279175,432-2,84721,88727,1660.38%+5,278
Alexandria Real Estate Equitie29,33063,363+34,0332,9368,0330.11%+5,097
Dollar Tree, Inc.(DLTR)0170,205+170,205024,1780.34%+24,178
Dun & Bradstreet Holdings Inc06,811,395+6,811,395079,6931.11%+79,693
Royalty Pharma Plc Class A(RPRX)0154,639+154,63904,3440.06%+4,344
American Tower Corporation(AMT)0110,193+110,193023,7880.33%+23,788
Cannae Holdings, Inc.05,589,766+5,589,7660109,0561.51%+109,056
Southwest Gas Holdings, Inc.(SWX)01,183,049+1,183,049074,9461.04%+74,946
NMI Holdings, Inc. Class A(NMIH)01,686,429+1,686,429050,0530.69%+50,053
Tyson Foods, Inc. Class A(TSN)066,038+66,03803,5500.05%+3,550
Micron Technology, Inc.(MU)0211,672+211,672018,0640.25%+18,064
EVERTEC, Inc.(EVTC)2,205,0812,069,066-136,01581,98584,7081.18%+2,723
CNA Financial Corporation(CNA)1,057,2321,046,427-10,80541,60244,2740.61%+2,672
Primo Water Corporation256,323407,900+151,5773,5376,1390.09%+2,602
Yelp Inc(YELP)01,343,743+1,343,743063,6130.88%+63,613
Lithia Motors, Inc.(LAD)082,660+82,660027,2180.38%+27,218
Kinder Morgan Inc Class P(KMI)01,549,460+1,549,460027,3320.38%+27,332
Kelly Services, Inc. Class A880,182831,254-48,92816,01117,9720.25%+1,961
St. Joe Company(JOE)97,228119,387+22,1595,2827,1850.10%+1,902
Crown Castle Inc.(CCI)083,594+83,59409,6290.13%+9,629
Royal Gold, Inc.(RGLD)44,02852,578+8,5504,6816,3600.09%+1,678
Entergy Corporation(ETR)53,14263,902+10,7604,9166,4660.09%+1,551
M.D.C. Holdings, Inc.098,139+98,13905,4220.08%+5,422
MGM Resorts International(MGM)0170,064+170,06407,5980.11%+7,598
Interpublic Group of Companies0362,623+362,623011,8360.16%+11,836
Target Corporation(TGT)0230,097+230,097032,7700.45%+32,770
Chubb Limited
COM
85,33483,526-1,80817,76518,8770.26%+1,112
SS&C Technologies Holdings, In(SSNC)0139,265+139,26508,5100.12%+8,510
ePlus inc.(PLUS)1,917,3261,537,959-379,367121,789122,7911.70%+1,002
Arch Resources, Inc. Class A24,74831,341+6,5934,2235,2010.07%+977
Brookfield Asset Management Lt(BAM)159,601155,808-3,7935,3216,2590.09%+938
Bath & Body Works, Inc.111,904109,244-2,6603,7824,7150.07%+933
Ulta Beauty Inc.(ULTA)16,48715,300-1,1876,5867,4970.10%+911
Amgen Inc.(AMGN)68,85267,198-1,65418,50519,3540.27%+850
NVR, Inc.(NVR)920900-205,4866,3000.09%+814
Trimas Corporation(TRS)01,472,513+1,472,513037,2990.52%+37,299
Dollar General Corporation(DG)025,024+25,02403,4020.05%+3,402
Sysco Corporation(SYY)0184,699+184,699013,5070.19%+13,507
iShares Russell 1000 Value ETF03,885+3,88506420.01%+642
Texas Instruments Incorporated(TXN)080,087+80,087013,6520.19%+13,652
Howard Hughes Holdings Inc.(HHH)60,53859,099-1,4394,4885,0560.07%+568
Endeavor Group Holdings, Inc.151,152147,345-3,8073,0083,4960.05%+489
Expeditors International Of Wa(EXPD)45,86244,772-1,0905,2575,6950.08%+438
Centene Corporation(CNC)112,392109,732-2,6607,7428,1430.11%+402
Atlanta Braves Holdings Inc Cl133,918130,735-3,1834,7855,1740.07%+390
M&T Bank Corporation(MTB)36,93936,119-8204,6714,9510.07%+280
Apollo Global Management Inc(APO)72,46272,802+3406,5046,7840.09%+280
AbbVie, Inc.(ABBV)117,649114,902-2,74717,53717,8060.25%+270
White Mountains Insurance Grou
COM
127,766127,152-614191,098191,3652.66%+267
Lockheed Martin Corporation(LMT)7,3477,106-2413,0053,2210.04%+216
CSG Systems International, Inc125,310122,268-3,0426,4066,5060.09%+100
FS KKR Capital Corp.(FSK)1,855,4521,832,034-23,41836,53436,5860.51%+52
Madison Square Garden Sports C(MSGS)35,87235,021-8516,3246,3680.09%+44
Caci International Inc Class A(CACI)014,327+14,32704,6400.06%+4,640
Tidewater Inc(TDW)78,88377,008-1,8755,6065,5530.08%-53
Albertsons Companies, Inc. Cla314,615308,220-6,3957,1577,0890.10%-68
Api Group Corporation(APG)0179,120+179,12006,1980.09%+6,198
IDACORP, Inc.(IDA)632,457601,480-30,97759,23059,1380.82%-92
J.M. Smucker Company(SJM)065,583+65,58308,2880.12%+8,288
Alphabet Inc. Class C(GOOG)0119,282+119,282016,8100.23%+16,810
AptarGroup, Inc.41,27640,295-9815,1614,9810.07%-180
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