RIVER ROAD ASSET MANAGEMENT, LLC

PrivateCIK: 1341401
Location

LOUISVILLE, KY

📋 What this filing means

RIVER ROAD ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $8.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

175
Positions
$8.99B
Total AUM (reported)
158.99M
Total Shares

Allocation by class

TOTAL AUM$8.99B175 positions
COM$8.99B100.0%

Portfolio Concentration

Top 38.7%4–1015.2%11–2521.1%Rest55.0%TOP 1023.9%0%100%
Top 3$782.25M8.7%
4–10$1.36B15.2%
11–25$1.90B21.1%
Rest$4.95B55.0%

Top 3 weight

8.7%

Top 10 weight

23.9%

Voting Authority Distribution

Total shares with voting rights: 158.99M

Sole

Full voting authority

138.50M

shares

% of voting shares87.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

20.49M

shares

% of voting shares12.9%

Investment Discretion (by position count)

Sole175
Shared0
Other0
Dominant voting typeSole · 87.1% of voting shares
Institutional Holdings175
Rows:

BJ's Wholesale Club Holdings,

SOLE
COM
Shares3.37M
TypeSH
Market value$294.31M
3.27%
Sole
3.08M
Shared
0.00
None
290.76K

McGrath RentCorp

SOLE
COM
Shares2.05M
TypeSH
Market value$247.67M
2.76%
Sole
1.77M
Shared
0.00
None
272.42K

White Mountains Insurance Grou

SOLE
COM
Shares115.88K
TypeSH
Market value$240.26M
2.67%
Sole
98.93K
Shared
0.00
None
16.95K

CoreCivic, Inc.

SOLE
COM
Shares7.25M
TypeSH
Market value$220.15M
2.45%
Sole
6.09M
Shared
0.00
None
1.16M

Berkshire Hathaway Inc. Class

SOLE
COM
Shares432.32K
TypeSH
Market value$216.33M
2.41%
Sole
430.75K
Shared
0.00
None
1.58K

Lithia Motors, Inc.

SOLE
COM
Shares682.69K
TypeSH
Market value$198.31M
2.21%
Sole
608.85K
Shared
0.00
None
73.84K

StandardAero, Inc.

SOLE
COM
Shares6.58M
TypeSH
Market value$196.85M
2.19%
Sole
6.28M
Shared
0.00
None
301.24K

Mid-America Apartment Communit

SOLE
COM
Shares1.32M
TypeSH
Market value$184.01M
2.05%
Sole
1.29M
Shared
0.00
None
30.90K

Amrize Ltd

SOLE
COM
Shares3.33M
TypeSH
Market value$177.58M
1.98%
Sole
3.27M
Shared
0.00
None
66.18K

AptarGroup, Inc.

SOLE
COM
Shares1.35M
TypeSH
Market value$169.11M
1.88%
Sole
1.14M
Shared
0.00
None
213.44K

GXO Logistics Inc

SOLE
COM
Shares3.26M
TypeSH
Market value$165.42M
1.84%
Sole
2.83M
Shared
0.00
None
432.13K

Labcorp Holdings Inc.

SOLE
COM
Shares589.09K
TypeSH
Market value$164.94M
1.83%
Sole
587.09K
Shared
0.00
None
1.99K

Cooper Companies, Inc.

SOLE
COM
Shares1.98M
TypeSH
Market value$142.05M
1.58%
Sole
1.68M
Shared
0.00
None
297.72K

Genworth Financial, Inc.

SOLE
COM
Shares14.47M
TypeSH
Market value$137.05M
1.52%
Sole
12.29M
Shared
0.00
None
2.18M

American Express Company

SOLE
COM
Shares404.12K
TypeSH
Market value$136.69M
1.52%
Sole
402.41K
Shared
0.00
None
1.71K

Cal-Maine Foods, Inc.

SOLE
COM
Shares1.66M
TypeSH
Market value$133.36M
1.48%
Sole
1.42M
Shared
0.00
None
236.39K

ePlus inc.

SOLE
COM
Shares1.58M
TypeSH
Market value$131.68M
1.46%
Sole
1.34M
Shared
0.00
None
238.03K

CRH public limited company

SOLE
COM
Shares1.22M
TypeSH
Market value$130.67M
1.45%
Sole
1.22M
Shared
0.00
None
5.44K

Pursuit Attractions and Hospit

SOLE
COM
Shares1.99M
TypeSH
Market value$111.52M
1.24%
Sole
1.66M
Shared
0.00
None
333.34K

Armstrong World Industries, In

SOLE
COM
Shares694.21K
TypeSH
Market value$111.37M
1.24%
Sole
590.97K
Shared
0.00
None
103.24K

Chemed Corporation

SOLE
COM
Shares237.93K
TypeSH
Market value$110.81M
1.23%
Sole
201K
Shared
0.00
None
36.92K

Walt Disney Company

SOLE
COM
Shares1.15M
TypeSH
Market value$110.49M
1.23%
Sole
1.14M
Shared
0.00
None
3.25K

International Flavors & Fragra

SOLE
COM
Shares1.36M
TypeSH
Market value$108.13M
1.20%
Sole
1.12M
Shared
0.00
None
245.60K

Progressive Corporation

SOLE
COM
Shares467.07K
TypeSH
Market value$102.03M
1.14%
Sole
448.52K
Shared
0.00
None
18.55K

Caci International Inc Class A

SOLE
COM
Shares217.80K
TypeSH
Market value$100.90M
1.12%
Sole
204.36K
Shared
0.00
None
13.44K
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