13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001341401
申報總市值
US$89.9億
US$89.9億
172 檔
11.9%
Q4 2024 季度申報顯示，River Road Asset Management, LLC 揭露的美股組合總市值為 US$89.9億，涵蓋 172 個不同之權益投資部位。
Q4 2024 的申報記錄反映 River Road Asset Management, LLC 的板塊替換策略：機構本季推動了 23 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 BJ, WTM, MGRC）占據了總市值的 11.9%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 3.31% | -0.64% | -2.99% | |
| 2 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 2.91% | -0.33% | -4.90% | |
| 3 | MGRC | Mcgrath Rentcorp | 股票-其他 | 2.82% | +0.06% | +52.07% | |
| 4 | TLN | Talen Energy CORP | 股票-公用事業 | 2.74% | -0.03% | -34.35% | |
| 5 | CXW | Corecivic Inc | 股票-其他 | 2.42% | +0.52% | -2.81% | |
| 6 | MUSA | Murphy USA Inc | 股票-循環性消費 | 2.31% | -1.58% | -5.70% | |
| 7 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 2.09% | -0.06% | -2.96% | |
| 8 | UNF | Unifirst Corp/ma | 股票-其他 | 1.95% | -1.29% | -0.02% | |
| 9 | LKQ | Lkq CORP | 股票-循環性消費 | 1.71% | -0.15% | -2.58% | |
| 10 | WEX | Wex Inc | 股票-科技 | 1.69% | -0.16% | +0.75% | |
| 11 | NWE | Northwestern Energy Group In | 股票-公用事業 | 1.69% | -0.12% | +6.13% | |
| 12 | GNW | Genworth Financial Inc | 股票-金融 | 1.60% | +0.11% | -1.00% | |
| 13 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.55% | +0.36% | -10.56% | |
| 14 | CNNE | Cannae Holdings Inc | 股票-其他 | 1.48% | +0.06% | -1.26% | |
| 15 | TXNM | Txnm Energy Inc | 股票-公用事業 | 1.45% | -0.04% | -19.11% | |
| 16 | SNX | TD Synnex CORP | 股票-科技 | 1.36% | -0.02% | +0.49% | |
| 17 | AGO | Assured Guaranty Ltd. | 股票-金融 | 1.34% | -0.72% | +67.38% | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.33% | -0.88% | -13.41% | |
| 19 | PRKS | United Parks & Resorts Inc | 股票-其他 | 1.32% | -0.07% | +34.12% | |
| 20 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.31% | -0.52% | +9.62% | |
| 21 | OPLN | Openlane Inc | 股票-其他 | 1.28% | — | -4.02% | |
| 22 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 1.28% | — | -0.23% | |
| 23 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 1.27% | -0.09% | +114.24% | |
| 24 | 7SU | Summit Materials Inc -cl A | 股票-其他 | 1.24% | — | -48.48% | |
| 25 | VNT | Vontier CORP | 股票-科技 | 1.21% | -0.28% | +6.18% | |
| 26 | ATKR | Atkore Inc | 股票-其他 | 1.21% | — | -0.14% | |
| 27 | PZZA | Papa John's Intl Inc | 股票-其他 | 1.17% | — | -6.46% | |
| 28 | GXO | Gxo Logistics Inc | 股票-工業 | 1.16% | -0.24% | +53.47% | |
| 29 | MTN | Vail Resorts Inc | 股票-循環性消費 | 1.11% | +0.02% | +30.19% | |
| 30 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.09% | -0.04% | -1.44% | |
| 31 | LGIH | Lgi Homes Inc | 股票-其他 | 1.08% | +0.19% | +30.55% | |
| 32 | PRSU | Pursuit Attractions And Hosp | 股票-其他 | 1.06% | +0.38% | -3.80% | |
| 33 | CRH | CRH plc | 股票-原物料 | 1.04% | -0.08% | -22.60% | |
| 34 | CNH | CNH Industrial N.V. | 股票-工業 | 1.04% | -0.01% | +58.19% | |
| 35 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.95% | -0.31% | -0.43% | |
| 36 | DK | Delek US Holdings Inc | 股票-其他 | 0.95% | -0.23% | -6.22% | |
| 37 | ALIT | Alight Inc - Class A | 股票-其他 | 0.92% | — | -0.15% | |
| 38 | SM | Sm Energy Co | 股票-能源 | 0.91% | — | -1.35% | |
| 39 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.91% | +0.07% | +23.45% | |
| 40 | NOMD | Nomad Foods Limited | 股票-其他 | 0.90% | -0.04% | +0.62% | |
| 41 | ATSG* | Air Transport Services Group | 股票-其他 | 0.90% | — | -57.02% | |
| 42 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.89% | +0.30% | +3.06% | |
| 43 | EMBC | Embecta CORP | 股票-醫療保健 | 0.89% | -0.35% | EXIT | |
| 44 | EVTC | Evertec Inc | 股票-其他 | 0.88% | — | -2.85% | |
| 45 | HII | Huntington Ingalls Industrie | 股票-工業 | 0.87% | -0.15% | — | |
| 46 | IMKTA | Ingles Markets Inc-class A | 股票-其他 | 0.84% | -0.07% | +0.56% | |
| 47 | RPC | Ridgepost Capital Inc-a | 股票-其他 | 0.81% | — | -37.75% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.06% | -19.38% | |
| 49 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.79% | — | -1.81% | |
| 50 | AWI | Armstrong World Industries | 股票-工業 | 0.74% | +0.72% | -13.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MGRC | Mcgrath Rentcorp | +1.1% | +52.07% | 加碼 |
| 2 | CXW | Corecivic Inc | +1% | -2.81% | 減碼 |
| 3 | HII | Huntington Ingalls Industrie | +0.9% | NEW | 新建倉 |
| 4 | RTO | Rentokil Initial Plc-sp Adr | +0.7% | +114.24% | 加碼 |
| 5 | AGO | Assured Guaranty Ltd. | +0.7% | +67.38% | 加碼 |
| 6 | NSP | Insperity Inc | +0.6% | NEW | 新建倉 |
| 7 | CSX | Csx CORP | +0.6% | NEW | 新建倉 |
| 8 | AER | AerCap Holdings N.V. | +0.5% | +896.43% | 加碼 |
| 9 | PRKS | United Parks & Resorts Inc | +0.5% | +34.12% | 加碼 |
| 10 | CNH | CNH Industrial N.V. | +0.4% | +58.19% | 加碼 |
| 11 | BDX | Becton Dickinson And Co | +0.4% | NEW | 新建倉 |
| 12 | JBI | Janus International Group In | +0.4% | +536.46% | 加碼 |
| 13 | SSNC | Ss&c Technologies Holdings | +0.4% | +278.46% | 加碼 |
| 14 | PGNY | Progyny Inc | +0.3% | NEW | 新建倉 |
| 15 | MTN | Vail Resorts Inc | +0.3% | +30.19% | 加碼 |
| 16 | WTM | White Mountains Insurance Group, Ltd. | +0.3% | -4.90% | 減碼 |
| 17 | GXO | Gxo Logistics Inc | +0.3% | +53.47% | 加碼 |
| 18 | PSMT | Pricesmart Inc | +0.3% | NEW | 新建倉 |
| 19 | EMBC | Embecta CORP | +0.3% | -6.61% | 減碼 |
| 20 | HUBG | Hub Group Inc-cl A | +0.2% | NEW | 新建倉 |
| 21 | HHH | Howard Hughes Holdings Inc | +0.2% | +235.90% | 加碼 |
| 22 | TGT | Target CORP | +0.2% | +144.92% | 加碼 |
| 23 | UPS | United Parcel Service-cl B | +0.2% | +97.20% | 加碼 |
| 24 | WTW | Willis Towers Watson Public Limited Company | +0.2% | +9.62% | 加碼 |
| 25 | LKQ | Lkq CORP | -0.2% | -2.58% | 減碼 |
| 26 | MGM | Mgm Resorts International | -0.2% | -69.84% | 減碼 |
| 27 | MDU | Mdu Resources Group Inc | -0.2% | EXIT | 清倉 |
| 28 | SBUX | Starbucks CORP | -0.2% | -42.12% | 減碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -19.38% | 減碼 |
| 30 | GEHC | GE Healthcare Technology | -0.2% | -61.59% | 減碼 |
| 31 | LEN | Lennar Corp-a | -0.2% | +3.56% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | -0.2% | -57.59% | 減碼 |
| 33 | NAPA1USD | Duckhorn Portfolio Inc/the | -0.3% | EXIT | 清倉 |
| 34 | EXPE | Expedia Group Inc | -0.3% | -77.14% | 減碼 |
| 35 | PLUS | Eplus Inc | -0.3% | -16.92% | 減碼 |
| 36 | UNF | Unifirst Corp/ma | -0.3% | -0.02% | 減碼 |
| 37 | RPC | Ridgepost Capital Inc-a | -0.3% | -37.75% | 減碼 |
| 38 | WEX | Wex Inc | -0.3% | +0.75% | 加碼 |
| 39 | CRH | CRH plc | -0.3% | -22.60% | 減碼 |
| 40 | ACIW | Aci Worldwide Inc | -0.3% | -61.46% | 減碼 |
| 41 | WCC | Wesco International Inc | -0.3% | -57.35% | 減碼 |
| 42 | AGX | Argan Inc | -0.4% | -56.20% | 減碼 |
| 43 | CLVT | Clarivate Plc | -0.4% | -87.72% | 減碼 |
| 44 | PZZA | Papa John's Intl Inc | -0.4% | -6.46% | 減碼 |
| 45 | VST | Vistra CORP | -0.5% | -94.05% | 減碼 |
| 46 | 7SU | Summit Materials Inc -cl A | -0.6% | -48.48% | 減碼 |
| 47 | LULU | Lululemon Athletica Inc | -0.6% | -70.60% | 減碼 |
| 48 | ATSG* | Air Transport Services Group | -0.6% | -57.02% | 減碼 |
| 49 | IWD | Ishares Russell 1000 Value E | -0.8% | EXIT | 清倉 |
| 50 | TLN | Talen Energy CORP | -0.9% | -34.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，River Road Asset Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$89.9億，共申報了 172 個公開持股部位。
在 Q4 2024 季度，River Road Asset Management, LLC 按市值排列的前三大核心持股分別為：BJ (3.3%)、WTM (2.9%)、MGRC (2.8%)。其中最大持股部位 BJ 佔據整體投資組合約 3.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
HII
市值: US$6521.5萬
本季最大獲利了結 / 清倉標的
IWD
前期市值: US$6306.3萬
在 Q4 2024 季度中，River Road Asset Management, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 16 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 HII。 本季清倉部位包含 IWD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。