Stock Taper 
RIVER ROAD ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Murphy USA Inc. | MUSA | 106.44K | $57.36M |
 Restaurant Brands International Inc. | QSR | 106.06K | $7.69M |
 Expeditors International of Washington, Inc. | EXPD | 102.77K | $16.75M |
 Medtronic plc | MDT | 94.8K | $7.42M |
 Enterprise Products Partners L.P. | EPD | 87.47K | $3.22M |
 TFI International Inc. | TFII | 81.66K | $11.72M |
 The PNC Financial Services Group, Inc. | PNC | 80.85K | $19.91M |
 Coca-Cola Consolidated, Inc. | COKE | 79.83K | $15.24M |
 Delta Air Lines, Inc. | DAL | 77.78K | $7.28M |
 Lennar Corporation | LEN-B | 73.58K | $6.53M |
 Avnet, Inc. | AVT | 72.11K | $6.4M |
 WESCO International, Inc. | WCC | 70.02K | $24.19M |
 Lockheed Martin Corporation | LMT | 68.92K | $35.11M |
 RPM International Inc. | RPM | 68.46K | $7.61M |
 Simpson Manufacturing Co., Inc. | SSD | 67.42K | $14.12M |
 American Tower Corporation | AMT | 61.34K | $10.03M |
 Limbach Holdings, Inc. | LMB | 61.25K | $4.72M |
 Texas Instruments Incorporated | TXN | 58.64K | $17.48M |
 EOG Resources, Inc. | EOG | 52.56K | $6.82M |
 UniFirst Corporation | UNF | 47.55K | $12.57M |