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Holdings (Monthly) Guide ↗

AMG River Road Mid Cap Value Fund

· AMG Funds IV
Monthly Holdings $392M AUM 53 positions Period Jan 2026 Filed Mar 30, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Universal Music Group NV UNVGY Jan 2026 1,052,588 $12.9M 3.33% EC
2 Lithia Motors Inc LAD Apr 2024 38,495 $12.5M 3.22% EC
3 White Mountains Insurance Grou WTM Apr 2024 6,038 $12.3M 3.19% EC
4 Ares Management Corp ARES Apr 2024 80,009 $12.0M 3.10% EC
5 Carlisle Cos Inc CSL Apr 2024 33,211 $11.3M 2.93% EC
6 Simpson Manufacturing Co Inc SSD Jan 2026 63,518 $11.2M 2.90% EC
7 SS&C Technologies Holdings Inc SSNC Apr 2024 136,618 $11.2M 2.89% EC
8 BJ's Wholesale Club Holdings I BJ Apr 2024 116,994 $10.8M 2.80% EC
9 Coca-Cola Consolidated Inc COKE Jan 2026 67,177 $10.2M 2.64% EC
10 News Corp NWSA Jan 2026 373,938 $10.1M 2.61% EC
11 Cooper Cos Inc/The COO Jan 2026 122,277 $10.0M 2.57% EC
12 FIXED INCOME CLEARING CORPORATION 000000000 Apr 2024 9,411,000 $9.4M 2.43% RA
13 Carnival Corp CCL Jan 2026 310,977 $9.3M 2.41% EC
14 Murphy USA Inc MUSA Jan 2026 21,952 $9.3M 2.40% EC
15 Amrize Ltd AMRZ Apr 2024 164,366 $8.6M 2.24% EC
16 Corpay Inc CPAY Jan 2026 27,173 $8.5M 2.21% EC
17 Morningstar Inc MORN Jan 2026 41,589 $8.4M 2.17% EC
18 McGrath RentCorp MGRC Jan 2026 71,706 $8.0M 2.07% EC
19 First Citizens BancShares Inc/ FCNCA Jan 2026 3,787 $7.8M 2.03% EC
20 TPG Inc TPG Jan 2026 132,090 $7.8M 2.01% EC
21 GE HealthCare Technologies Inc GEHC Apr 2024 95,859 $7.6M 1.96% EC
22 Landstar System Inc LSTR Jan 2026 50,617 $7.6M 1.95% EC
23 Commerce Bancshares Inc/MO CBSH Jan 2026 143,540 $7.6M 1.95% EC
24 Mid-America Apartment Communit MAA Apr 2024 55,855 $7.5M 1.94% EC
25 Labcorp Holdings Inc LH Jan 2026 26,418 $7.2M 1.85% EC
26 Willis Towers Watson PLC WTW Apr 2024 21,889 $6.9M 1.80% EC
27 Smith & Nephew PLC SNN Jan 2026 203,041 $6.9M 1.79% EC
28 Kroger Co/The KR Apr 2024 110,200 $6.9M 1.79% EC
29 Titan America SA TTAM Apr 2024 395,514 $6.9M 1.78% EC
30 Warner Music Group Corp WMG Jan 2026 228,704 $6.9M 1.77% EC
31 Cal-Maine Foods Inc CALM Jan 2026 81,665 $6.8M 1.76% EC
32 Atlanta Braves Holdings Inc BATRK Apr 2024 169,075 $6.8M 1.75% EC
33 Lennar Corp LEN Jan 2026 61,139 $6.7M 1.73% EC
34 CNH Industrial NV CNH Apr 2024 602,329 $6.5M 1.68% EC
35 Fairfax Financial Holdings Ltd FRFHF Apr 2024 3,774 $6.2M 1.61% EC
36 SharkNinja Inc SN Apr 2024 49,817 $5.9M 1.52% EC
37 Estee Lauder Cos Inc/The EL Jan 2026 49,907 $5.8M 1.49% EC
38 Oshkosh Corp OSK Jan 2026 39,362 $5.7M 1.46% EC
39 Albertsons Cos Inc ACI Apr 2024 329,847 $5.5M 1.42% EC
40 API Group Corp APG Apr 2024 129,825 $5.4M 1.40% EC
41 Voya Financial Inc VOYA Jan 2026 70,196 $5.4M 1.39% EC
42 UFP Industries Inc UFPI Jan 2026 51,326 $5.3M 1.37% EC
43 CACI International Inc CACI Apr 2024 8,303 $5.2M 1.33% EC
44 St Joe Co/The JOE Apr 2024 77,744 $5.1M 1.33% EC
45 Carlyle Group Inc/The CG Jan 2026 86,047 $5.1M 1.31% EC
46 Delta Air Lines Inc DAL Apr 2024 73,970 $4.9M 1.26% EC
47 Alamo Group Inc ALG Jan 2026 24,908 $4.9M 1.26% EC
48 Expeditors International of Wa EXPD Apr 2024 30,192 $4.8M 1.25% EC
49 CITADEL SECURITIES LLC 000000000 Apr 2024 4,669,000 $4.7M 1.21% RA
50 Expedia Group Inc EXPE Apr 2024 16,606 $4.4M 1.14% EC
51 Restaurant Brands Internationa QSR Jan 2026 64,158 $4.3M 1.11% EC
52 UniFirst Corp/MA UNF Jan 2026 12,832 $2.8M 0.71% EC
53 DAIWA CAPITAL MARKETS AMERICA INC. 000000000 Apr 2024 298,602 $299K 0.08% RA