River Road Asset Management, LLC — 13F holdings

River Road Asset Management, LLC reported 175 holdings worth $8.99B in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. BJ BJS WHSL CLUB HLDGS INC — $294M (3.3%)
2. MGRC MCGRATH RENTCORP — $248M (2.8%)
3. WTM WHITE MTNS INS GROUP LTD — $240M (2.7%)
4. CXW CORECIVIC INC — $220M (2.4%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $216M (2.4%)
6. LAD LITHIA MTRS INC — $198M (2.2%)
7. SARO STANDARDAERO INC — $197M (2.2%)
8. MAA MID-AMER APT CMNTYS INC — $184M (2.0%)
9. AMRZ Amrize Ltd — $178M (2.0%)
10. ATR APTARGROUP INC — $169M (1.9%)