River Road Asset Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$98.01M16.22233,069-15.26%-$17.65M1.33
Air Transport Services Group, Inc.
ATSG
$96.62M10.687.02M-16.8%-$19.51M1.31
Cannae Holdings, Inc.
CNNE
$121.49M8.75.46M-2.27%-$2.82M1.65
Viad Corp
VVI
$71.73M8.61.82M-0.77%-$553,649.800.97
Argan, Inc.
AGX
$52.11M7.791.03M-7.07%-$3.96M0.71
CoreCivic, Inc.
CXW
$135.17M7.788.66M-4.3%-$6.07M1.83
Delek US Holdings, Inc.
DK
$123.68M6.274.02M+7.37%+$8.49M1.68
ePlus inc.
PLUS
$108.64M5.131.38M-10.06%-$12.15M1.47
White Mountains Insurance Group, Ltd.
WTM
$221.27M4.87123,321-3.01%-$6.87M3
UniFirst Corporation
UNF
$144.18M4.46831,322-2%-$2.94M1.95
Ingles Markets, Incorporated
IMKTA
$63.06M4.33822,383-1.18%-$752,077.440.86
Genworth Financial, Inc.
GNW
$108.66M3.8616.9M-3.64%-$4.1M1.47
NorthWestern Corporation
NWE
$114.3M3.662.24M+3.51%+$3.87M1.55
Atkore Inc.
ATKR
$224.02M3.231.18M-6.62%-$15.89M3.04
PNM Resources, Inc.
PNM
$108.64M3.22.89M+150.02%+$65.19M1.47
EVERTEC, Inc.
EVTC
$76.84M2.991.93M-6.92%-$5.71M1.04
ACI Worldwide, Inc.
ACIW
$103.15M2.953.11M-7.9%-$8.85M1.4
BJ's Wholesale Club Holdings, Inc.
BJ
$295.23M2.943.9M+0.36%+$1.06M4
McGrath RentCorp
MGRC
$88.36M2.92716,260-2.45%-$2.22M1.2
Patterson Companies, Inc.
PDCO
$70.68M2.852.56M+1.1%+$772,651.600.96
Yelp Inc.
YELP
$65.97M2.481.67M+24.61%+$13.03M0.89
Tripadvisor, Inc.
TRIP
$89.17M2.33.21M-20.81%-$23.43M1.21
AXIS Capital Holdings Limited
AXS
$117.23M2.131.8M-5.21%-$6.44M1.59
NMI Holdings, Inc.
NMIH
$51.5M1.981.59M-5.58%-$3.04M0.7
Murphy USA Inc.
MUSA
$155.65M1.79371,294-4.81%-$7.87M2.11
LKQ Corporation
LKQ
$245.32M1.724.59M-2.07%-$5.19M3.32
Armstrong World Industries, Inc.
AWI
$92.36M1.7743,552-47.93%-$85.03M1.25
Nomad Foods Limited
NOMD
$53.78M1.692.75MNew+$53.78M0.73
Alight, Inc.
ALIT
$92.27M1.679.37M+0.08%+$73,372.651.25
Southwest Gas Holdings, Inc.
SWX
$88.25M1.621.16M-2.02%-$1.82M1.2
WEX Inc.
WEX
$156.29M1.57658,000-9.55%-$16.5M2.12
MDU Resources Group, Inc.
MDU
$78.81M1.533.13M+6.68%+$4.94M1.07
SM Energy Company
SM
$87.67M1.531.76M-4.36%-$4M1.19
TD SYNNEX Corporation
SNX
$127.39M1.291.13M-2.94%-$3.86M1.73
Vontier Corporation
VNT
$87.08M1.241.92M-35.66%-$48.27M1.18
Advance Auto Parts, Inc.
AAP
$59.32M1.17697,157+9.99%+$5.39M0.8
Dun & Bradstreet Holdings, Inc.
DNB
$50.27M1.135.01M-26.49%-$18.12M0.68
Radian Group Inc.
RDN
$55.64M1.11.66M-19.82%-$13.76M0.75
IDACORP, Inc.
IDA
$51.21M1.09551,341-8.34%-$4.66M0.69
WESCO International, Inc.
WCC
$92.86M1.07542,172+18.73%+$14.65M1.26
Summit Materials, Inc.
SUM
$81.49M1.041.83M+5.83%+$4.49M1.1
Polaris Inc.
PII
$53.18M0.94531,180+38.07%+$14.66M0.72
Permian Resources Corporation
PR
$107.93M0.796.11M-19.59%-$26.29M1.46
Vistra Corp.
VST
$152.55M0.632.19M-49.47%-$149.34M2.07
Molson Coors Beverage Company
TAP
$56.94M0.42846,673+0.39%+$221,925.000.77
The Kroger Co.
KR
$96.49M0.231.69M-1.79%-$1.76M1.31
Willis Towers Watson Public Limited Company
WTW
$58.53M0.21212,850-18.6%-$13.38M0.79
CRH plc
CRH
$87.58M0.151.02M-14.09%-$14.37M1.19
Elevance Health Inc.
ELV
$51.21M0.0498,762New+$51.21M0.69
The Progressive Corporation
PGR
$48.83M0.04236,086-20.88%-$12.89M0.66