Holdings
River Road Asset Management, LLC
As of Jun 30, 2026, River Road Asset Management, LLC reported 160 positions worth US$8.29B. Largest: Bj's Wholesale Club Holdings, Inc., Mcgrath Rentcorp and White Mountains Insurance Group, Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bj's Wholesale Club Holdings, Inc. | 3.37M | US$294M | −129K | Jun 30, 2026 |
| Mcgrath Rentcorp | 2.05M | US$248M | −114K | Jun 30, 2026 |
| White Mountains Insurance Group, Ltd. | 116K | US$240M | −4,639 | Jun 30, 2026 |
| Corecivic, Inc. | 7.25M | US$220M | −1.76M | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 432K | US$216M | −23,116 | Jun 30, 2026 |
| Lithia Motors, Inc. | 683K | US$198M | +29,874 | Jun 30, 2026 |
| Standardaero, Inc. | 6.58M | US$197M | new | Jun 30, 2026 |
| Mid-america Apartment Communities, Inc. | 1.32M | US$184M | −104K | Jun 30, 2026 |
| Aptargroup, Inc. | 1.35M | US$169M | +174K | Jun 30, 2026 |
| Gxo Logistics, Inc. | 3.26M | US$165M | −278K | Jun 30, 2026 |