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.
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 |