River Road Asset Management, LLC

Comprehensive Analysis of River Road Asset Management LLC 13F Filing (Q3 2025)

1. Portfolio Overview

River Road Asset Management reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 39.3%, dropping from $7.88 billion to $4.78 billion. This substantial reduction is likely attributable to a combination of market depreciation and active capital redeployment, as evidenced by the high volume of p...