Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
River Road Asset Management, LLC (CIK 1341401) reported $8.82B across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BJ ($344.8M, 3.91%), WTM ($264.8M, 3.00%), MGRC ($238.3M, 2.70%), BRK/B ($218.2M, 2.47%), MUSA ($195.5M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BJ | BJ's Wholesale Club Holdings, | $344.8M | 3.91% | 3.5M | Added |
| 2 | WTM | White Mountains Insurance Grou | $264.8M | 3.00% | 120,519 | Trimmed |
| 3 | MGRC | McGrath RentCorp | $238.3M | 2.70% | 2.2M | Added |
| 4 | BRK/B | Berkshire Hathaway Inc. Class | $218.2M | 2.47% | 455,439 | Added |
| 5 | MUSA | Murphy USA, Inc. | $195.5M | 2.22% | 395,784 | Trimmed |
| 6 | GXO | GXO Logistics Inc | $183.6M | 2.08% | 3.5M | Added |
| 7 | MAA | Mid-America Apartment Communit | $174.4M | 1.98% | 1.4M | Added |
| 8 | CXW | CoreCivic, Inc. | $170.4M | 1.93% | 9.0M | Added |
| 9 | LAD | Lithia Motors, Inc. | $163.0M | 1.85% | 652,815 | Trimmed |
| 10 | AGO | Assured Guaranty Ltd. | $154.1M | 1.75% | 1.9M | Added |
| 11 | ATR | AptarGroup, Inc. | $148.3M | 1.68% | 1.2M | Added |
| 12 | COO | Cooper Companies, Inc. | $141.2M | 1.60% | 2.0M | Added |
| 13 | WTW | Willis Towers Watson Public Li | $141.0M | 1.60% | 484,993 | Added |
| 14 | CRH | CRH public limited company | $135.2M | 1.53% | 1.3M | Added |
| 15 | LH | Labcorp Holdings Inc. | $134.7M | 1.53% | 504,932 | Added |
| 16 | UNF | UniFirst Corporation | $125.8M | 1.43% | 499,861 | Trimmed |
| 17 | AMRZ | Amrize Ltd | $125.7M | 1.42% | 2.2M | Trimmed |
| 18 | GNW | Genworth Financial, Inc. | $124.4M | 1.41% | 15.3M | Trimmed |
| 19 | PLUS | ePlus inc. | $122.3M | 1.39% | 1.6M | Added |
| 20 | UNP | Union Pacific Corporation | $118.0M | 1.34% | 486,156 | Trimmed |
| 21 | VNT | Vontier Corp | $118.1M | 1.34% | 3.3M | Added |
| 22 | AXP | American Express Company | $114.7M | 1.30% | 379,197 | New |
| 23 | DK | Delek US Holdings Inc | $111.8M | 1.27% | 2.5M | Trimmed |
| 24 | TFX | Teleflex Incorporated | $110.3M | 1.25% | 922,116 | New |
| 25 | CALM | Cal-Maine Foods, Inc. | $108.4M | 1.23% | 1.4M | New |
Source: SEC Form 13F filings · as of 2026-03-31