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
182 檔
11.3%
在 Q2 2025 的 13F 官方備案中，River Road Asset Management, LLC 管理的美股投資組合規模來到 US$89.9億，整體持股檔數為 182 檔。
River Road Asset Management, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 11 檔股票的新建倉與 20 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MGRC, BJ, WTM）累計市值佔比達 11.3%，是驅動 River Road Asset Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MGRC | Mcgrath Rentcorp | 股票-其他 | 3.12% | +0.06% | +4.03% | |
| 2 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 2.78% | -0.64% | -15.87% | |
| 3 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 2.49% | -0.33% | +0.21% | |
| 4 | MUSA | Murphy USA Inc | 股票-循環性消費 | 2.26% | -1.58% | +24.03% | |
| 5 | CXW | Corecivic Inc | 股票-其他 | 2.22% | +0.52% | -0.13% | |
| 6 | CACI | Caci International Inc -cl A | 股票-科技 | 2.14% | +0.20% | +26.99% | |
| 7 | AGO | Assured Guaranty Ltd. | 股票-金融 | 1.92% | -0.72% | +58.32% | |
| 8 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.92% | -0.06% | -4.52% | |
| 9 | GXO | Gxo Logistics Inc | 股票-工業 | 1.87% | -0.24% | +5.42% | |
| 10 | UNF | Unifirst Corp/ma | 股票-其他 | 1.72% | -1.29% | +0.55% | |
| 11 | WEX | Wex Inc | 股票-科技 | 1.72% | -0.16% | +20.85% | |
| 12 | GNW | Genworth Financial Inc | 股票-金融 | 1.67% | +0.11% | -2.29% | |
| 13 | VNT | Vontier CORP | 股票-科技 | 1.64% | -0.28% | +24.53% | |
| 14 | WCC | Wesco International Inc | 股票-工業 | 1.59% | +0.02% | +55.96% | |
| 15 | NWE | Northwestern Energy Group In | 股票-公用事業 | 1.57% | -0.12% | -3.23% | |
| 16 | HAE | Haemonetics Corp/mass | 股票-其他 | 1.56% | +0.22% | +18.68% | |
| 17 | LAD | Lithia Motors Inc | 股票-循環性消費 | 1.51% | +0.36% | +26.39% | |
| 18 | PLUS | Eplus Inc | 股票-其他 | 1.34% | +0.07% | +17.17% | |
| 19 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.33% | -0.52% | +19.49% | |
| 20 | CNNE | Cannae Holdings Inc | 股票-其他 | 1.28% | +0.06% | +0.86% | |
| 21 | SNN | Smith & Nephew PLC -spon Adr | 股票-其他 | 1.23% | -0.14% | +9.30% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | -0.06% | +72.53% | |
| 23 | CRH | CRH plc | 股票-原物料 | 1.15% | -0.08% | +14.77% | |
| 24 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 1.14% | -0.09% | -10.08% | |
| 25 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.13% | -0.14% | +123.34% | |
| 26 | PRKS | United Parks & Resorts Inc | 股票-其他 | 1.12% | -0.07% | +2.98% | |
| 27 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.11% | -0.04% | -1.50% | |
| 28 | PSMT | Pricesmart Inc | 股票-非循環性消費 | 1.07% | -0.18% | +0.20% | |
| 29 | WSC | Willscot Holdings CORP | 股票-工業 | 1.07% | +0.31% | +75.60% | |
| 30 | ICUI | Icu Medical Inc | 股票-其他 | 1.06% | +0.07% | +206.98% | |
| 31 | CNH | CNH Industrial N.V. | 股票-工業 | 0.99% | -0.01% | -5.42% | |
| 32 | SNX | TD Synnex CORP | 股票-科技 | 0.97% | -0.02% | -21.93% | |
| 33 | DK | Delek US Holdings Inc | 股票-其他 | 0.97% | -0.23% | -11.09% | |
| 34 | TLN | Talen Energy CORP | 股票-公用事業 | 0.97% | -0.03% | -55.01% | |
| 35 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.94% | +0.07% | +24.92% | |
| 36 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.93% | -0.04% | -12.38% | |
| 37 | AWI | Armstrong World Industries | 股票-工業 | 0.87% | +0.72% | -6.63% | |
| 38 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.87% | -0.31% | -2.59% | |
| 39 | EVTC | Evertec Inc | 股票-其他 | 0.85% | — | -1.35% | |
| 40 | NOMD | Nomad Foods Limited | 股票-其他 | 0.83% | -0.04% | -0.78% | |
| 41 | OPLN | Openlane Inc | 股票-其他 | 0.82% | — | -36.79% | |
| 42 | RPC | Ridgepost Capital Inc-a | 股票-其他 | 0.80% | — | +7.83% | |
| 43 | IMKTA | Ingles Markets Inc-class A | 股票-其他 | 0.79% | -0.07% | +0.91% | |
| 44 | ATKR | Atkore Inc | 股票-其他 | 0.77% | — | +1.03% | |
| 45 | TRIP | Tripadvisor Inc | 股票-其他 | 0.76% | -0.12% | -7.96% | |
| 46 | PRSU | Pursuit Attractions And Hosp | 股票-其他 | 0.75% | +0.38% | +3.76% | |
| 47 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.74% | -0.01% | +90.45% | |
| 48 | HII | Huntington Ingalls Industrie | 股票-工業 | 0.74% | -0.15% | -35.43% | |
| 49 | DOLE | Dole plc | 股票-其他 | 0.74% | -0.06% | +2.80% | |
| 50 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.72% | +0.30% | -21.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WCC | Wesco International Inc | +0.8% | +55.96% | 加碼 |
| 2 | CACI | Caci International Inc -cl A | +0.7% | +26.99% | 加碼 |
| 3 | ICUI | Icu Medical Inc | +0.7% | +206.98% | 加碼 |
| 4 | TTAM | Titan America SA | +0.7% | NEW | 新建倉 |
| 5 | SBUX | Starbucks CORP | +0.6% | +724.80% | 加碼 |
| 6 | AGO | Assured Guaranty Ltd. | +0.6% | +58.32% | 加碼 |
| 7 | AMRZ | Amrize Ltd | +0.5% | NEW | 新建倉 |
| 8 | VNT | Vontier CORP | +0.5% | +24.53% | 加碼 |
| 9 | GEHC | GE Healthcare Technology | +0.5% | +123.34% | 加碼 |
| 10 | COO | Cooper Cos Inc/the | +0.5% | NEW | 新建倉 |
| 11 | FIS | Fidelity National Info Serv | +0.5% | NEW | 新建倉 |
| 12 | WSC | Willscot Holdings CORP | +0.5% | +75.60% | 加碼 |
| 13 | ICLR | ICON Public Limited Company | +0.5% | NEW | 新建倉 |
| 14 | BN | Brookfield CORP | +0.4% | NEW | 新建倉 |
| 15 | GXO | Gxo Logistics Inc | +0.4% | +5.42% | 加碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +72.53% | 加碼 |
| 17 | HAE | Haemonetics Corp/mass | +0.4% | +18.68% | 加碼 |
| 18 | DE | Deere & Co | +0.3% | +2041.66% | 加碼 |
| 19 | QSR | Restaurant Brands Intern | +0.3% | +90.45% | 加碼 |
| 20 | MDU | Mdu Resources Group Inc | +0.3% | NEW | 新建倉 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.3% | NEW | 新建倉 |
| 22 | DEO | Diageo Plc-sponsored Adr | +0.3% | NEW | 新建倉 |
| 23 | WEX | Wex Inc | +0.3% | +20.85% | 加碼 |
| 24 | ABG | Asbury Automotive Group | +0.3% | +122.03% | 加碼 |
| 25 | LEN | Lennar Corp-a | +0.3% | +86.14% | 加碼 |
| 26 | MGRC | Mcgrath Rentcorp | +0.3% | +4.03% | 加碼 |
| 27 | SAIC | Science Applications Inte | +0.3% | NEW | 新建倉 |
| 28 | FISV | Fiserv Inc | +0.2% | NEW | 新建倉 |
| 29 | PGR | Progressive CORP | +0.2% | +145.59% | 加碼 |
| 30 | LAD | Lithia Motors Inc | +0.2% | +26.39% | 加碼 |
| 31 | PLUS | Eplus Inc | +0.2% | +17.17% | 加碼 |
| 32 | DK | Delek US Holdings Inc | +0.2% | -11.09% | 減碼 |
| 33 | ITB | Ishares U.s. Home Constructi | -0.3% | EXIT | 清倉 |
| 34 | TGT | Target CORP | -0.3% | -82.86% | 減碼 |
| 35 | GEO | Geo Group Inc/the | -0.3% | -54.10% | 減碼 |
| 36 | SU | Suncor Energy Inc | -0.3% | EXIT | 清倉 |
| 37 | NSP | Insperity Inc | -0.4% | -0.86% | 減碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清倉 |
| 39 | TRS | Trimas CORP | -0.4% | EXIT | 清倉 |
| 40 | RDN | Radian Group Inc | -0.5% | -60.36% | 減碼 |
| 41 | BDX | Becton Dickinson And Co | -0.5% | -46.71% | 減碼 |
| 42 | CASY | Casey's General Stores Inc | -0.5% | -68.29% | 減碼 |
| 43 | AGX | Argan Inc | -0.6% | EXIT | 清倉 |
| 44 | GPN | Global Payments Inc | -0.6% | EXIT | 清倉 |
| 45 | KR | Kroger Co | -0.6% | -63.43% | 減碼 |
| 46 | TAP | Molson Coors Beverage Co - B | -0.7% | -31.44% | 減碼 |
| 47 | PZZA | Papa John's Intl Inc | -0.7% | -69.67% | 減碼 |
| 48 | ELV | Elevance Health Inc | -0.7% | EXIT | 清倉 |
| 49 | BJ | Bj's Wholesale Club Holdings | -1% | -15.87% | 減碼 |
| 50 | LKQ | Lkq CORP | -1.3% | -46.09% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，River Road Asset Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$89.9億，共申報了 182 個公開持股部位。
在 Q2 2025 季度，River Road Asset Management, LLC 按市值排列的前三大核心持股分別為：MGRC (3.1%)、BJ (2.8%)、WTM (2.5%)。其中最大持股部位 MGRC 佔據整體投資組合約 3.1% 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
TTAM
市值: US$5232.6萬
本季最大獲利了結 / 清倉標的
ELV
前期市值: US$5432.7萬
在 Q2 2025 季度中，River Road Asset Management, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 20 個部位、減碼 12 個部位以及清倉 7 個部位。 其中最大新建倉標的為 TTAM。 本季清倉部位包含 ELV。
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。