StockDriftsStockDriftsTop 50 River Road Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BJ | BJ's Wholesale Club Holdings, | 3.91% | 3.50M | $344.8M | +2.93%(+99.76K) | $73.41(+29.42%) | 2026-03-31 | |
| WTM | White Mountains Insurance Grou | 3% | 120.5K | $264.8M | -0.30%(-361) | $914.26(+131.87%) | 2026-03-31 | |
| MGRC | McGrath RentCorp | 2.7% | 2.16M | $238.3M | +1.39%(+29.72K) | $99.31(+14.98%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. Class | 2.47% | 455.4K | $218.2M | +1.68%(+7.52K) | $422.98(+14.79%) | 2026-03-31 | |
| MUSA | Murphy USA, Inc. | 2.22% | 395.8K | $195.5M | -21.81%(-110.43K) | $262.21(+124.49%) | 2026-03-31 | |
| GXO | GXO Logistics Inc | 2.08% | 3.54M | $183.6M | +20.33%(+598.33K) | $48.44(+3.05%) | 2026-03-31 | |
| MAA | Mid-America Apartment Communit | 1.98% | 1.43M | $174.4M | +52.27%(+490.22K) | $138.96(-6.92%) | 2026-03-31 | |
| CXW | CoreCivic, Inc. | 1.93% | 9.01M | $170.4M | +0.37%(+33.16K) | $9.36(+120.14%) | 2026-03-31 | |
| LAD | Lithia Motors, Inc. | 1.85% | 652.8K | $163.0M | -12.10%(-89.86K) | $298.47(-8.46%) | 2026-03-31 | |
| AGO | Assured Guaranty Ltd. | 1.75% | 1.89M | $154.1M | +0.29%(+5.51K) | $83.46(-9.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.78% | +39.66% |
| Top 20 Holdings Unweighted | +13.32% | +45.53% |
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