River Road Asset Management, LLC Incresed Positions in Q3 2025

River Road Asset Management, LLC

  • $7.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202K
+ 102.05%
$459.11 - $506.91 $92.7M - $102M
400K $201M
MDU
Mdu Resources Group Inc

Industrials
3.78M
+ 249.56%
$15.85 - $17.81 $59.9M - $67.3M
5.29M $94.2M
WTW
Willis Towers Watson PLC

Financial Services
158K
+ 47.72%
$301.83 - $345.45 $47.7M - $54.6M
490K $169M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.04M
+ 50.26%
$93.1 - $110.49 $96.7M - $115M
3.11M $290M
PGR
Progressive Corp

Financial Services
262K
+ 172.34%
$238.61 - $264.3 $62.5M - $69.3M
414K $102M
KR
Kroger CO

Consumer Defensive
880K
+ 225.62%
$64.52 - $74.35 $56.8M - $65.4M
1.27M $85.6M
BDX
Becton Dickinson & CO

Healthcare
257K
+ 191.2%
$172.41 - $199.66 $44.3M - $51.3M
391K $73.2M
CSX
Csx Corp

Industrials
1.17M
+ 74.9%
$32.05 - $36.52 $37.5M - $42.7M
2.73M $96.9M
MAA
Mid America Apartment Communities Inc.

Real Estate
347K
+ 66.52%
$138.38 - $153.2 $48.1M - $53.2M
870K $122M
CACI
Caci International Inc

Technology
95.6K
+ 26.17%
N/A
461K $197M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
596K
+ 69.03%
$61.86 - $71.34 $36.9M - $42.5M
1.46M $93.6M
LAD
Lithia Motors Inc

Consumer Cyclical
144K
+ 34.79%
$284.47 - $356.6 $40.8M - $51.2M
556K $176M
FIS
Fidelity National Information Services, Inc.

Technology
591K
+ 120.07%
$63.37 - $82.35 $37.5M - $48.7M
1.08M $71.5M
CSL
Carlisle Companies Inc

Industrials
113K
+ 78.88%
$327.52 - $435.11 $37.1M - $49.2M
257K $84.4M
SBUX
Starbucks Corp

Consumer Cyclical
395K
+ 63.32%
$81.9 - $96.86 $32.3M - $38.2M
1.02M $86.1M
DE
Deere & CO

Industrials
64.5K
+ 120.11%
$457.26 - $524.37 $29.5M - $33.8M
118K $54M
KKR
Kkr & Co. Inc.

Financial Services
205K
+ 78.28%
$129.95 - $152.16 $26.6M - $31.2M
467K $60.6M
ICLR
Icon PLC

Healthcare
96.5K
+ 46.13%
$139.63 - $195.01 $13.5M - $18.8M
306K $53.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
229K
+ 515.59%
$97.53 - $115.95 $22.3M - $26.5M
273K $27.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
33.8K
+ 82.72%
$494.52 - $565.32 $16.7M - $19.1M
74.7K $42.2M
EMBC
Embecta Corp.

Healthcare
4.96K
+ 0.15%
$9.58 - $15.31 $47.6K - $76K
3.25M $45.8M
GXO
Gxo Logistics, Inc.

Industrials
33.5K
+ 1.13%
$48.07 - $54.59 $1.61M - $1.83M
3M $159M
MGRC
Mcgrath Rentcorp

Industrials
95.6K
+ 4.85%
$113.6 - $127.77 $10.9M - $12.2M
2.07M $242M
SAIC
Science Applications International Corp

Technology
155K
+ 87.37%
$97.2 - $120.6 $15.1M - $18.7M
332K $33M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
69K
+ 1478.78%
$158.03 - $197.08 $10.9M - $13.6M
73.7K $12.3M
EXPD
Expeditors International Of Washington Inc

Industrials
73.6K
+ 45.12%
$111.37 - $124.95 $8.2M - $9.2M
237K $29M
GPC
Genuine Parts CO

Consumer Cyclical
43.7K
+ 99.66%
$122.23 - $142.77 $5.35M - $6.25M
87.6K $12.1M
OSK
Oshkosh Corp

Industrials
37.1K
+ 45.98%
$118.16 - $143.44 $4.39M - $5.32M
118K $15.3M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
112K
+ 5.98%
N/A
1.98M $104M
HUBG
Hub Group, Inc.

Industrials
136K
+ 12.29%
$33.6 - $37.58 $4.56M - $5.1M
1.24M $42.7M
MMS
Maximus, Inc.

Industrials
249
+ 0.1%
$69.89 - $91.37 $17.4K - $22.8K
245K $22.4M
WFC
Wells Fargo & Company

Financial Services
46.6K
+ 48.44%
$77.05 - $85.16 $3.59M - $3.97M
143K $12M
FCNCA
First Citizens Bancshares Inc

Financial Services
2.65K
+ 47.63%
$1789.16 - $2158.23 $4.74M - $5.72M
8.22K $14.7M
PSX
Phillips 66

Energy
20.2K
+ 36.4%
$118.37 - $139.46 $2.4M - $2.82M
75.8K $10.3M
TXN
Texas Instruments Inc

Technology
14.5K
+ 47.34%
N/A
45K $8.76M
FISV
Fiserv Inc

Technology
16.7K
+ 12.2%
N/A
154K $19.2M
FNF
Fidelity National Financial, Inc.

Financial Services
21.5K
+ 22.78%
$51.22 - $61.07 $1.1M - $1.31M
116K $7.01M
ACIW
Aci Worldwide, Inc.

Technology
711
+ 0.29%
$40.74 - $52.9 $29K - $37.6K
244K $12.9M
CNHI
Cnh Industrial N.V.

Industrials
152K
+ 2.53%
N/A
6.17M $64.3M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
210
+ 0.11%
$220.33 - $265.97 $46.3K - $55.9K
200K $48.9M
WSO
Watsco Inc

Industrials
3.39K
+ 62.22%
$381.94 - $489.97 $1.29M - $1.66M
8.83K $3.57M
CSGS
Csg Systems International Inc

Technology
18.3K
+ 18.42%
$60.77 - $67.01 $1.11M - $1.22M
117K $7.56M
TNC
Tennant CO

Industrials
1.54K
+ 0.64%
$79.52 - $85.34 $122K - $131K
242K $19.6M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
8.37K
+ 0.93%
$50.79 - $67.47 $425K - $565K
913K $47.2M
APO
Apollo Global Management, Inc.

Financial Services
2.71K
+ 79.71%
$131.55 - $156.05 $357K - $424K
6.12K $815K
VVI
Viad Corp

Industrials
4.7K
+ 0.24%
N/A
1.96M $80.4M
Hewlett Packard Enterprise Co.
16.3K
+ 17.07%
N/A
112K $0
Aspen Insurance Holdings LTD C
315K
+ 118.85%
N/A
579K $0
Titan America Sa
81.3K
+ 2.23%
N/A
3.73M $0
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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