Titelia

Holdings of AMG River Road Mid Cap Value Fund

AMG Funds IV · Original filing · Compare with another fund · Report an error

Net assets
389.4M $ including 376M $ in equities, 96.6 %
Positions
50 in 7 countries
Top ten
28.3 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1BJ's Wholesale Club Holdings Inc 164,90715.5M $3.98 %
2Simpson Manufacturing Co Inc 65,30912.5M $3.20 %
3Labcorp Holdings Inc 48,22712.4M $3.18 %
4Amrize Ltd 211,44411.4M $2.92 %
5Keurig Dr Pepper Inc 362,16110.6M $2.73 %
6Cal-Maine Foods Inc 129,06310M $2.56 %
7Commerce Bancshares Inc/MO 188,1239.8M $2.51 %
8Landstar System Inc 51,3399.4M $2.43 %
9Fairfax Financial Holdings Ltd 5,4259.4M $2.41 %
10First Citizens BancShares Inc/NC 4,6659.3M $2.38 %
11Lithia Motors Inc 31,0959M $2.32 %
12Carlisle Cos Inc 24,8928.8M $2.27 %
13AptarGroup Inc 70,8408.8M $2.25 %
14International Flavors & Fragrances Inc 124,5548.7M $2.25 %
15White Mountains Insurance Group Ltd 3,8898.7M $2.23 %
16Atlanta Braves Holdings Inc 174,1578.6M $2.21 %
17Carnival Corp 320,3258.5M $2.18 %
18Cooper Cos Inc/The 133,7078.4M $2.16 %
19Willis Towers Watson PLC 32,6418.4M $2.15 %
20TFI International Inc 58,1288.3M $2.14 %
21McGrath RentCorp 73,8618.2M $2.10 %
22Corpay Inc 25,6477.9M $2.02 %
23Genuine Parts Co 73,1767.8M $2.02 %
24Coca-Cola Consolidated Inc 38,1157.8M $2.01 %
25Kroger Co/The 113,5137.7M $1.98 %
26CACI International Inc 14,7797.7M $1.97 %
27Delta Air Lines Inc 110,4037.5M $1.93 %
28Mid-America Apartment Communities, Inc. 57,5347.4M $1.91 %
29Smith & Nephew PLC 231,0257.1M $1.84 %
30Madison Square Garden Sports Corp 20,2156.9M $1.78 %
31UNIVERSAL MUSIC GROUP NV 601,2576.3M $1.63 %
32United Natural Foods Inc 124,3476.2M $1.60 %
33News Corp 233,1516.1M $1.58 %
34Estee Lauder Cos Inc/The 79,3046.1M $1.56 %
35StandardAero Inc 242,5956M $1.55 %
36GE HealthCare Technologies Inc 98,7416M $1.54 %
37SS&C Technologies Holdings Inc 83,9345.8M $1.49 %
38Albertsons Cos Inc 339,7625.7M $1.47 %
39Otis Worldwide Corp 72,2705.6M $1.45 %
40Expeditors International of Washington Inc 36,5425.4M $1.39 %
41Brown & Brown Inc 87,0435.2M $1.34 %
42St Joe Co/The 80,0815.2M $1.33 %
43API Group Corp 112,7365.2M $1.32 %
44UFP Industries Inc 52,8694.7M $1.22 %
45Murphy USA Inc 7,7854.6M $1.18 %
46Constellation Software Inc/Canada 2,3254.2M $1.09 %
47Matador Resources Co 66,8304.2M $1.09 %
48Morningstar Inc 23,3153.9M $1.01 %
49Alamo Group Inc 22,5413.9M $1.00 %
50Expedia Group Inc 11,6722.9M $0.74 %

Download this table: CSV, JSON

Sector breakdown

  • Consumer staples 10.6 %
  • Financials 6.8 %
  • Industrials 6.3 %
  • Consumer discretionary 3.0 %
  • Materials 2.3 %
  • Health care 1.6 %
  • Technology 1.1 %
  • Unattributed 68.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.2 %
  • Canada 3.6 %
  • Switzerland 3.0 %
  • Bermuda 2.3 %
  • Ireland 2.2 %
  • United Kingdom 1.9 %
  • Netherlands 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States43320.5M $85.24 %
2Canada213.6M $3.62 %
3Switzerland111.4M $3.02 %
4Bermuda18.7M $2.31 %
5Ireland18.4M $2.22 %
6United Kingdom17.1M $1.90 %
7Netherlands16.3M $1.68 %
Cite this page

Titelia. "Holdings of AMG River Road Mid Cap Value Fund". https://titelia.com/en/funds/S000001125