You're signed outSign in or to get full access.
River Road Asset Management, LLC
River Road Asset Management, LLC is a boutique institutional asset management firm headquartered in Louisville, Kentucky. Founded in 2005, the firm manages investment portfolios for institutional clients, including pension plans, foundations, endowments, and other long-term investors. River Road is known for its focus on value investing and its dedication to client service, diversity, and community involvement. As of 2025, River Road employs approximately 44 professionals.
Investment Strategy
River Road Asset Management employs a value-oriented investment philosophy, seeking to discover undervalued opportunities 'off the beaten path'. The firm utilizes a disciplined, fundamental research process to identify securities with attractive risk/reward profiles and long-term growth potential. The focus is on long-term, sustainable value creation through rigorous analysis and active portfolio management, aiming to deliver superior results for institutional clients while maintaining a diversified portfolio.
Latest 13F Filing Activity
River Road Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 177 equity positions with a total 13F market value of $8B. The fund increased holdings in Wesco International, Inc., Caci International Inc. Class A, Icu Medical, Inc. among other positions. River Road Asset Management, LLC reduced exposure to LKQ Corporation, Bj's Wholesale Club Holdings,, Elevance Health, Inc. among others.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGRC | McGrath RentCorp | 3.12% | $246.0M | 1,970,974 | $99.17 | $115.96 | +$34.9M |
B BJ | BJ's Wholesale Club Holdings, | 2.78% | $218.9M | 2,066,917 | $53.50 | $107.83 | -$61.4M |
W WTM | White Mountains Insurance Grou | 2.49% | $196.5M | 109,892 | $838.48 | $1795.72 | -$14.7M |
M MUSA | Murphy USA, Inc. | 2.26% | $178.2M | 491,641 | $251.37 | $406.80 | -$8.0M |
C CXW | CoreCivic, Inc. | 2.22% | $174.6M | 8,715,050 | $9.87 | $21.07 | -$2.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more