account_balance
Investment manager · 13F filer · SEC CIK 1341401
River Road Asset Management, LLC
Reported value$8.99Bas of Jun 30, 2026
Positions175 14 new, 15 sold out
Top 10 weight24%BJ alone is 3%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BJ
BJ's Wholesale Club Holdings,
3.3%Trimmed
MGRC
McGrath RentCorp
2.8%Trimmed
WTM
White Mountains Insurance Grou
2.7%Trimmed
CXW
CoreCivic, Inc.
2.4%Trimmed
BRKB
Berkshire Hathaway Inc. Class
2.4%Trimmed
LAD
Lithia Motors, Inc.
2.2%Added
SARO
StandardAero, Inc.
2.2%New
MAA
Mid-America Apartment Communit
2.0%Trimmed
AMRZ
Amrize Ltd
2.0%Added
ATR
AptarGroup, Inc.
1.9%Added
165 others
76.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed