AMG River Road Small-Mid Cap Value Fund’s Views on BJ’s Wholesale Club Holdings (BJ)
River Road Asset Management, an investment management company released its “River Road Small-Mid Cap Value Fund” Q4 2024 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, AMG River Road Small Cap Value Fund (Class N) returned 3.67% compared to -0.26% returns for the Russell 2500TM Value Index. For the year 2024, the fund returned 12.46% compared to the Index return of 10.98%. For more information on the fund’s best picks in 2024, please check its top five holdings. In its fourth quarter 2024 investor letter, River Road Small-Mid Cap Value Fund emphasized stocks such as BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ). BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) operates warehouse clubs that provide groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The one-month return BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) was 14.90%, and its shares gained 54.65% of their value over the last 52 weeks. On April 1, 2025, BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) stock closed at $114.88 per share with a market capitalization of $15.134 billion. River Road Small-Mid Cap Value Fund stated the following regarding BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in its Q4 2024 investor letter: