River Road Asset Management, LLC

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

14

Stocks Covered

10

Latest Filing

Jan 29, 2026

Filings

MGRC

MCGRATH RENTCORP

SC 13G/A · Jan 29, 2026

8.7%

2.1M shares

DK

Delek US Holdings, Inc.

SC 13G/A · Dec 5, 2025

4.2%

2.5M shares

PKE

PARK AEROSPACE CORP

SC 13G/A · Aug 1, 2025

4.9%

977K shares

PX

P10, Inc.

SC 13G/A · May 8, 2025

6.9%

4.7M shares

VVI

Pursuit Attractions & Hospitality, Inc.

SC 13G/A · May 8, 2025

6.7%

1.9M shares

CNNE

Cannae Holdings, Inc.

SC 13G/A · May 8, 2025

7.4%

4.7M shares

PLUS

EPLUS INC

SC 13G · May 8, 2025

5.2%

1.4M shares

PZZA

PAPA JOHNS INTERNATIONAL INC

SC 13G/A · May 6, 2025

4.5%

1.5M shares

PZZA

PAPA JOHNS INTERNATIONAL INC

SC 13G · Feb 6, 2025

6.6%

2.1M shares

PX

P10, Inc.

SC 13G/A · Feb 6, 2025

8.9%

4.9M shares

MGRC

MCGRATH RENTCORP

SC 13G · Feb 6, 2025

7.7%

1.9M shares

IMKTA

INGLES MARKETS INC

SC 13G/A · Feb 6, 2025

6.7%

976K shares

CNNE

Cannae Holdings, Inc.

SC 13G/A · Feb 6, 2025

8.9%

5.6M shares

ATSG

Air Transport Services Group, Inc.

SC 13G/A · Jan 7, 2025

4.7%

3.1M shares