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River Road Asset Management, LLC: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of River Road Asset Management, LLC on SM, newest first. How the timeline and the estimate are built.

River Road Asset Management, LLC held 0 SM shares at 2025-12-31 per its 13F-HR filed 2026-02-24.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,721,765 shares

    13F-HR 0001341401-26-000004 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,721,765 shares
    Change vs previous 13F -16,385 shares

    0.48% of the 13F portfolio, value $42,992,472.

    13F-HR 0001341401-25-000037 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,738,150 shares
    Change vs previous 13F -19,940 shares

    0.61% of the 13F portfolio, value $47,955,558.

    13F-HR 0001341401-25-000034 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,758,090 shares
    Change vs previous 13F -10,326 shares

    0.72% of the 13F portfolio, value $52,654,795.

    13F-HR 0001341401-25-000027 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,768,416 shares
    Change vs previous 13F -24,157 shares

    0.91% of the 13F portfolio, value $68,543,804.

    13F-HR 0001341401-25-000017 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,792,573 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $71,649,143.

    13F-HR 0001341401-24-000034 filed by River Road Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).