Brandywine Global Investment Management, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$13.9B
Holdings
558
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (558 positions)
| Stock | Value |
|---|---|
ELLAUDER ESTEE COS INC | $37.9M |
HIGHARTFORD INSURANCE GROUP INC | $37.6M |
LENLENNAR CORP | $36.6M |
MUMICRON TECHNOLOGY INC | $35.6M |
SLBSCHLUMBERGER LTD | $35.0M |
PNCPNC FINL SVCS GROUP INC | $35.0M |
BKBANK NEW YORK MELLON CORP | $34.6M |
LYBLYONDELLBASELL INDUSTRIES N | $34.4M |
MGAMAGNA INTL INC | $34.4M |
JBLJABIL INC | $34.2M |
ABGCENCORA INC | $33.8M |
CSXCSX CORP | $33.8M |
GMABGENMAB A/S | $33.6M |
EXPEEXPEDIA GROUP INC | $33.2M |
NEMNEWMONT CORP | $33.2M |
BIDUNBAIDU INC | $32.8M |
NVRNVR INC | $32.8M |
CHTRCHARTER COMMUNICATIONS INC N | $31.7M |
COFCAPITAL ONE FINL CORP | $31.4M |
AZNASTRAZENECA PLC | $31.2M |
PCARPACCAR INC | $31.0M |
DHID R HORTON INC | $30.5M |
UPSUNITED PARCEL SERVICE INC | $30.0M |
EQHEQUITABLE HLDGS INC | $30.0M |
CMICUMMINS INC | $29.6M |
FOXAFOX CORP | $29.3M |
EXPDEXPEDITORS INTL WASH INC | $29.2M |
SATS 3.875 11/30/30ECHOSTAR CORP | $29.1M |
CFCF INDS HLDGS INC | $28.9M |
PFEPFIZER INC | $28.7M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $28.6M |
KDPKEURIG DR PEPPER INC | $28.1M |
A4SAMERIPRISE FINL INC | $28.1M |
CPAYCORPAY INC | $28.0M |
MTGMGIC INVT CORP WIS | $27.3M |
PGPROCTER AND GAMBLE CO | $26.7M |
BKRBAKER HUGHES COMPANY | $26.3M |
CTVACORTEVA INC | $26.3M |
SOSOUTHERN CO | $26.2M |
DVNDEVON ENERGY CORP NEW | $25.8M |
RRXREGAL REXNORD CORPORATION | $25.7M |
GPN 1.5 03/01/31GLOBAL PMTS INC | $25.2M |
AIGAMERICAN INTL GROUP INC | $25.2M |
ORIOLD REP INTL CORP | $24.9M |
URIUNITED RENTALS INC | $24.8M |
ANAUTONATION INC | $24.4M |
IPGINTERPUBLIC GROUP COS INC | $24.0M |
LHXL3HARRIS TECHNOLOGIES INC | $23.8M |
ICLRICON PLC | $23.7M |
CSLCARLISLE COS INC | $23.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $22.9M |
DFSEURDISCOVER FINL SVCS | $22.8M |
NOCNORTHROP GRUMMAN CORP | $22.6M |
KVUEKENVUE INC | $22.3M |
KHCKRAFT HEINZ CO | $22.2M |
TXTTEXTRON INC | $21.7M |
7HPHP INC | $21.5M |
OGNORGANON & CO | $21.2M |
CNXCNX RES CORP | $21.1M |
PRUPRUDENTIAL FINL INC | $20.8M |
CAHCARDINAL HEALTH INC | $20.1M |
FITBFIFTH THIRD BANCORP | $20.1M |
BBYBEST BUY INC | $20.0M |
USBUS BANCORP DEL | $19.9M |
AMGNAMGEN INC | $19.9M |
DVADAVITA INC | $19.8M |
CNHICNH INDL N V | $19.5M |
NEUNEWMARKET CORP | $19.3M |
NXSTNEXSTAR MEDIA GROUP INC | $18.4M |
GPIGROUP 1 AUTOMOTIVE INC | $18.2M |
LDOSLEIDOS HOLDINGS INC | $17.8M |
AMCRAMCOR PLC | $17.7M |
BABAALIBABA GROUP HLDG LTD | $17.6M |
RJFRAYMOND JAMES FINL INC | $17.2M |
COKECOCA COLA CONS INC | $17.0M |
RFREGIONS FINANCIAL CORP NEW | $16.9M |
MGMMGM RESORTS INTERNATIONAL | $16.9M |
WRBBERKLEY W R CORP | $16.4M |
TFCTRUIST FINL CORP | $16.3M |
PPLPPL CORP | $16.2M |
TOLTOLL BROTHERS INC | $16.1M |
RLRALPH LAUREN CORP | $15.9M |
ALAIR LEASE CORP | $15.9M |
UHSUNIVERSAL HLTH SVCS INC | $15.9M |
STTSTATE STR CORP | $15.8M |
AWGASBURY AUTOMOTIVE GROUP INC | $15.8M |
EMNEASTMAN CHEM CO | $15.7M |
BKHBLACK HILLS CORP | $15.6M |
MUSAMURPHY USA INC | $15.4M |
PORPORTLAND GEN ELEC CO | $15.4M |
MATXMATSON INC | $15.4M |
MLMMARTIN MARIETTA MATLS INC | $15.2M |
AVTAVNET INC | $15.2M |
KBHKB HOME | $15.0M |
SRSPIRE INC | $14.8M |
SEESEALED AIR CORP NEW | $14.8M |
CRBGCOREBRIDGE FINL INC | $14.7M |
CRCCALIFORNIA RES CORP | $14.5M |
AMANTERO MIDSTREAM CORP | $14.4M |
MGYMAGNOLIA OIL & GAS CORP | $14.2M |