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Holdings of AMG River Road Large Cap Value Select Fund

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

Net assets
42.7M $ including 42.6M $ in equities, 99.6 %
Positions
28 in 6 countries
Top ten
53.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 7,1583.4M $7.94 %
2BJ's Wholesale Club Holdings Inc 28,5542.7M $6.28 %
3Amazon.com Inc 8,8892.4M $5.52 %
4Union Pacific Corp 8,5742.3M $5.41 %
5CRH PLC 19,5082.3M $5.41 %
6American Express Co 6,4922.1M $4.91 %
7Fairfax Financial Holdings Ltd 1,1802M $4.77 %
8Walt Disney Co/The 18,7221.9M $4.55 %
9Labcorp Holdings Inc 7,3161.9M $4.40 %
10Constellation Energy Corp. 5,5531.7M $4.07 %
11Willis Towers Watson PLC 6,6081.7M $3.96 %
12First Citizens BancShares Inc/NC 7871.6M $3.65 %
13Amrize Ltd 27,6891.5M $3.49 %
14Mid-America Apartment Communities, Inc. 10,9341.4M $3.31 %
15Delta Air Lines Inc 17,8561.2M $2.84 %
16LVMH Moet Hennessy Louis Vuitton SE 11,0131.2M $2.74 %
17Progressive Corp/The 5,6641.1M $2.67 %
18UNIVERSAL MUSIC GROUP NV 106,6661.1M $2.63 %
19Becton Dickinson & Co 7,3941.1M $2.58 %
20GE HealthCare Technologies Inc 17,0701M $2.43 %
21Deere & Co 1,7311M $2.39 %
22Lithia Motors Inc 3,4611M $2.35 %
23Kroger Co/The 14,081958.5K $2.24 %
24Keurig Dr Pepper Inc 30,035883K $2.07 %
25Wells Fargo & Co 10,619873.2K $2.04 %
26Carlisle Cos Inc 2,439866.5K $2.03 %
27Lockheed Martin Corp 1,337692.5K $1.62 %
28CACI International Inc 1,101572K $1.34 %

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Sector breakdown

  • Financials 25.3 %
  • Industrials 12.3 %
  • Consumer staples 10.6 %
  • Consumer discretionary 8.3 %
  • Materials 5.4 %
  • Health care 5.0 %
  • Communication 4.6 %
  • Utilities 4.1 %
  • Unattributed 24.4 %

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 82.3 %
  • Canada 4.8 %
  • Ireland 4.0 %
  • Switzerland 3.5 %
  • France 2.7 %
  • Netherlands 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2335M $82.35 %
2Canada12M $4.79 %
3Ireland11.7M $3.98 %
4Switzerland11.5M $3.50 %
5France11.2M $2.75 %
6Netherlands11.1M $2.64 %
Cite this page

Titelia. "Holdings of AMG River Road Large Cap Value Select Fund". https://titelia.com/en/funds/S000009909