Fund HoldingsRiver Road Asset Management, LLC

Total Portfolio Value
$9.12B
Total Bought
$1.78B
Total Sold
$1.42B
Net Transaction
+$352.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Ares Management Corporation(ARES)0807,300+807,3000130,4841.43%+130,484
AptarGroup, Inc.0917,670+917,6700111,9191.23%+111,919
Union Pacific Corporation(UNP)37,332490,254+452,9228,824113,4061.24%+104,581
First Citizens BancShares, Inc(FCNCA)8,22055,402+47,18214,707118,9031.30%+104,196
Delta Air Lines, Inc.(DAL)293,2711,288,956+995,68516,64389,4540.98%+72,810
Lithia Motors, Inc.(LAD)556,049742,677+186,628175,711246,8142.71%+71,102
Lockheed Martin Corporation(LMT)0140,791+140,791068,0960.75%+68,096
White Mountains Insurance Grou
COM
0120,880+120,8800251,1922.76%+251,192
International Flavors & Fragra(IFF)0969,490+969,490065,3340.72%+65,334
BellRing Brands, Inc.(BRBR)02,112,436+2,112,436056,4650.62%+56,465
BioMarin Pharmaceutical Inc.(BMRN)0906,366+906,366053,8650.59%+53,865
Verra Mobility Corp. Class A551,1502,984,760+2,433,61013,61366,8880.73%+53,275
MAXIMUS, Inc.(MMS)244,936823,262+578,32622,38071,0640.78%+48,684
Paycom Software, Inc.(PAYC)0392,403+392,403062,5330.69%+62,533
Amrize Ltd(AMRZ)2,285,9942,883,536+597,542110,939155,9421.71%+45,002
UniFirst Corporation(UNF)0865,014+865,0140166,8611.83%+166,861
Icon PLC(ICLR)305,553475,413+169,86053,47286,6300.95%+33,158
Simply Good Foods Co(SMPL)01,586,490+1,586,490031,8570.35%+31,857
Deere & Company(DE)118,133183,258+65,12554,01785,3190.94%+31,302
UFP Industries, Inc.(UFPI)536,105879,935+343,83050,12080,1180.88%+29,998
Unilever PLC Sponsored ADR(UL)0452,487+452,487029,5930.32%+29,593
ePlus inc.(PLUS)1,622,9591,616,749-6,210115,246141,7891.56%+26,543
Kroger Co.(KR)1,269,6141,761,155+491,54185,585110,0371.21%+24,452
Berkshire Hathaway Inc. Class399,837447,921+48,084201,014225,1472.47%+24,133
Cooper Companies, Inc.(COO)1,566,7641,582,867+16,103107,417129,7321.42%+22,314
Carlisle Companies Incorporate(CSL)256,658330,729+74,07184,430105,7871.16%+21,357
Landstar System, Inc.(LSTR)0125,829+125,829018,0820.20%+18,082
BJ's Wholesale Club Holdings,(BJ)3,105,7583,403,710+297,952289,612306,4363.36%+16,824
Science Applications Internati(SAIC)332,239479,677+147,43833,01548,2840.53%+15,270
NMI Holdings, Inc.(NMIH)0370,295+370,295015,1040.17%+15,104
ICU Medical, Inc.(ICUI)0650,872+650,872092,8601.02%+92,860
Dole PLC(DOLE)04,617,435+4,617,435069,2150.76%+69,215
Hub Group, Inc. Class A(HUBG)1,239,0201,320,784+81,76442,67256,2790.62%+13,607
Assured Guaranty Ltd.(AGO)1,843,5521,885,863+42,311156,057169,4831.86%+13,426
Ingram Micro Holding Corporati(INGM)712,5431,332,690+620,14715,31328,4400.31%+13,127
Vail Resorts, Inc.(MTN)0508,498+508,498067,5290.74%+67,529
Becton, Dickinson and Company(BDX)390,952436,863+45,91173,17484,7820.93%+11,608
Murphy USA, Inc.(MUSA)498,241506,214+7,973193,447204,2672.24%+10,820
Air Products and Chemicals, In043,085+43,085010,6430.12%+10,643
Simpson Manufacturing Co., Inc(SSD)73,650138,126+64,47612,33322,3030.24%+9,970
News Corporation Class A(NWS)0368,114+368,11409,6150.11%+9,615
Mid-America Apartment Communit(MAA)869,873937,860+67,987121,547130,2781.43%+8,731
Titan America SA
COMMON SHARES
3,727,7103,856,334+128,62455,69263,5520.70%+7,860
Haemonetics Corporation(HAE)01,102,140+1,102,140088,3370.97%+88,337
RPM International Inc.(RPM)064,015+64,01506,6580.07%+6,658
Albertsons Companies, Inc. Cla0370,792+370,79206,3660.07%+6,366
Permian Resources Corporation(PR)04,681,795+4,681,795065,6860.72%+65,686
Progyny, Inc.0687,824+687,824017,6630.19%+17,663
Warner Music Group Corp. Class(WMG)0641,621+641,621019,6790.22%+19,679
SharkNinja, Inc.(SN)088,347+88,34709,8860.11%+9,886
Carnival Corporation0468,595+468,595014,3110.16%+14,311
Ituran Location and Control Lt
SHS
0410,105+410,105017,6390.19%+17,639
Smith & Nephew plc Sponsored A(SNN)2,784,7183,169,644+384,926101,057103,9961.14%+2,939
Coca-Cola Consolidated, Inc.(COKE)141,028124,005-17,02316,52319,0100.21%+2,487
Watsco, Inc.(WSO)8,83116,907+8,0763,5705,6970.06%+2,126
Texas Instruments Incorporated(TXN)44,99259,562+14,5708,26610,3330.11%+2,067
Estee Lauder Companies Inc. Cl(EL)0118,755+118,755012,4360.14%+12,436
iShares Russell 2000 Value ETF07,064+7,06401,2800.01%+1,280
Energy Transfer LP(ET)074,955+74,95501,2360.01%+1,236
TPG Inc Class A(TPG)0234,254+234,254014,9550.16%+14,955
Royalty Pharma Plc Class A(RPRX)0518,654+518,654020,0410.22%+20,041
Salesforce, Inc.(CRM)049,678+49,678013,1600.14%+13,160
Chubb Limited
COM
57,24454,721-2,52316,15717,0800.19%+922
Wells Fargo & Company(WFC)142,717138,114-4,60311,96312,8720.14%+910
Genworth Financial, Inc.(GNW)16,558,33416,396,056-162,278147,369148,0561.62%+687
Bristol-Myers Squibb Company(BMY)99,40895,807-3,6014,4835,1680.06%+685
Ingles Markets, Incorporated C(IMKTA)984,2961,007,275+22,97968,46869,0490.76%+581
PriceSmart, Inc.(PSMT)724,161719,400-4,76187,76188,2490.97%+488
Accenture Plc Class A
SHS CLASS A
035,803+35,80309,6060.11%+9,606
Johnson & Johnson(JNJ)38,55136,787-1,7647,1487,6130.08%+465
Corpay, Inc.(CPAY)52,07050,910-1,16014,99915,3200.17%+321
F&G Annuities & Life Inc(FG)06,765+6,76502090.00%+209
AES Corporation(AES)333,976317,900-16,0764,3954,5590.05%+164
Asbury Automotive Group, Inc.200,162211,054+10,89248,93049,0760.54%+147
CNA Financial Corporation(CNA)863,821843,719-20,10240,13340,2790.44%+146
Apollo Global Management Inc(APO)6,1196,11908158860.01%+70
Canadian National Railway Comp(CNI)09,774+9,77409660.01%+966
Tennant Company(TNC)0265,530+265,530019,5700.21%+19,570
NVR, Inc.(NVR)048+4803500.00%+350
ACI Worldwide, Inc.243,773267,605+23,83212,86412,7940.14%-70
PNC Financial Services Group,(PNC)99,14394,629-4,51419,92119,7520.22%-169
PepsiCo, Inc.(PEP)56,21253,745-2,4677,8947,7130.08%-181
Medtronic PLC(MDT)95,58792,437-3,1509,1048,8790.10%-224
Voya Financial, Inc.(VOYA)0124,490+124,49009,2730.10%+9,273
Hewlett Packard Enterprise Co.(HPE)111,598109,056-2,5427,5787,2730.08%-305
Ovintiv Inc(OVV)0295,720+295,720011,5890.13%+11,589
Crown Castle Inc.(CCI)027,940+27,94002,4830.03%+2,483
Yelp Inc.(YELP)01,161,711+1,161,711035,3040.39%+35,304
Duke Energy Corporation(DUK)48,10445,621-2,4835,9535,3470.06%-606
Atlanta Braves Holdings Inc Cl0210,161+210,16108,2910.09%+8,291
Carlyle Group Inc(CG)156,271152,601-3,6709,7989,0200.10%-778
Oshkosh Corp(OSK)117,833115,121-2,71215,28314,4630.16%-820
EOG Resources, Inc.(EOG)071,751+71,75107,5350.08%+7,535
Fidelity National Financial, I(FNF)115,858112,360-3,4987,0086,1340.07%-875
St. Joe Company(JOE)0137,874+137,87408,1860.09%+8,186
Labcorp Holdings Inc.(LH)359,982408,256+48,274103,336102,4231.12%-913
Avnet, Inc.0152,216+152,21607,3190.08%+7,319
Expedia Group, Inc.(EXPE)031,054+31,05408,7980.10%+8,798
Enterprise Products Partners L(EPD)141,390103,165-38,2254,4213,3070.04%-1,114
Alamo Group Inc.044,174+44,17407,4150.08%+7,415
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