Brandywine Global Investment Management, LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$8.4B

Holdings

792

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (792 positions)

StockValue
STLDSTEEL DYNAMICS INC
$18.9M
PCARPACCAR INC
$18.8M
BPOPPOPULAR INC
$18.4M
PRUPRUDENTIAL FINL INC
$18.3M
KELKELLOGG CO
$18.0M
AZOAUTOZONE INC
$17.5M
ADMARCHER DANIELS MIDLAND CO
$17.4M
ABGAMERISOURCEBERGEN CORP
$17.3M
ALXNALEXION PHARMACEUTICALS INC
$17.3M
ARWARROW ELECTRS INC
$17.2M
OMCOMNICOM GROUP INC
$17.1M
R6C2ROYAL DUTCH SHELL PLC
$17.1M
ALSNALLISON TRANSMISSION HLDGS I
$17.0M
STTSTATE STR CORP
$17.0M
UNPUNION PAC CORP
$17.0M
IPGPIPG PHOTONICS CORP
$16.7M
A4SAMERIPRISE FINL INC
$16.5M
ULTAULTA BEAUTY INC
$16.5M
ZBHZIMMER BIOMET HOLDINGS INC
$16.4M
PPGPPG INDS INC
$16.0M
OSKOSHKOSH CORP
$15.8M
MTBM & T BK CORP
$15.8M
DDDUPONT DE NEMOURS INC
$15.8M
SANBANCO SANTANDER SA
$15.5M
CSCOCISCO SYS INC
$15.2M
MYLAN NV
$15.1M
GLGLOBE LIFE INC
$14.9M
CMACOMERICA INC
$14.8M
NUENUCOR CORP
$14.6M
PHPARKER HANNIFIN CORP
$14.6M
KHCKRAFT HEINZ CO
$14.6M
BKNGBOOKING HLDGS INC
$14.2M
ITWILLINOIS TOOL WKS INC
$14.1M
NTRSNORTHERN TR CORP
$14.0M
UTHUNITED THERAPEUTICS CORP DEL
$13.6M
PHMPULTE GROUP INC
$13.1M
WMTWALMART INC
$13.0M
HOGHARLEY DAVIDSON INC
$12.8M
BAXBAXTER INTL INC
$12.7M
CECELANESE CORP DEL
$12.6M
HONHONEYWELL INTL INC
$12.5M
CAGCONAGRA BRANDS INC
$12.5M
CAHCARDINAL HEALTH INC
$12.4M
GWWGRAINGER W W INC
$12.2M
DOVDOVER CORP
$11.6M
MKLMARKEL CORP
$11.5M
PWRQUANTA SVCS INC
$11.3M
WTMWHITE MTNS INS GROUP LTD
$11.2M
CBRECBRE GROUP INC
$11.1M
HPEHEWLETT PACKARD ENTERPRISE C
$11.1M
APTVAPTIV PLC
$11.0M
FMCF M C CORP
$11.0M
BCBRUNSWICK CORP
$10.9M
EVRGEVERGY INC
$10.9M
IPINTL PAPER CO
$10.8M
LABORATORY CORP AMER HLDGS
$10.7M
MGAMAGNA INTL INC
$10.6M
ACGLARCH CAP GROUP LTD
$10.1M
JCIJOHNSON CTLS INTL PLC
$10.0M
TXNTEXAS INSTRS INC
$10.0M
FDXFEDEX CORP
$9.8M
ANAUTONATION INC
$9.8M
DVADAVITA INC
$9.6M
JBLUJETBLUE AWYS CORP
$9.6M
SJMSMUCKER J M CO
$9.5M
TKRTIMKEN CO
$9.5M
HIGHARTFORD FINL SVCS GROUP INC
$9.5M
LENLENNAR CORP
$9.5M
DGXQUEST DIAGNOSTICS INC
$9.4M
CINFCINCINNATI FINL CORP
$9.2M
AFGAMERICAN FINL GROUP INC OHIO
$9.0M
LLOEWS CORP
$9.0M
KEYKEYCORP
$9.0M
MASMASCO CORP
$8.6M
HRBBLOCK H & R INC
$8.6M
GPCGENUINE PARTS CO
$8.5M
FIVEFIVE BELOW INC
$8.4M
AESAES CORP
$8.1M
AXSAXIS CAPITAL HOLDINGS LTD
$7.9M
QRVOQORVO INC
$7.8M
HIIHUNTINGTON INGALLS INDS INC
$7.8M
KMXCARMAX INC
$7.8M
CHRWC H ROBINSON WORLDWIDE INC
$7.7M
RFREGIONS FINANCIAL CORP NEW
$7.7M
RJFRAYMOND JAMES FINANCIAL INC
$7.7M
PGPROCTER & GAMBLE CO
$7.7M
AVTAVNET INC
$7.7M
PG4PRINCIPAL FINL GROUP INC
$7.7M
ALAIR LEASE CORP
$7.6M
GLWCORNING INC
$7.6M
HBANHUNTINGTON BANCSHARES INC
$7.5M
SFSTIFEL FINL CORP
$7.5M
NSCNORFOLK SOUTHERN CORP
$7.4M
YUSDALLEGHANY CORP DEL
$7.3M
MANMANPOWERGROUP INC
$7.3M
CMCCOMMERCIAL METALS CO
$7.3M
PKGPACKAGING CORP AMER
$7.2M
TRTN-PATRITON INTL LTD
$7.2M
CFGCITIZENS FINANCIAL GROUP INC
$7.2M
BUWABIO RAD LABS INC
$7.2M
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