Brandywine Global Investment Management, LLC Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$14.8B

Holdings

930

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (930 positions)

StockValue
JPMJPMORGAN CHASE & CO
$397.5M
BACBANK AMER CORP
$374.2M
TRVCCITIGROUP INC
$365.5M
XOMEXXON MOBIL CORP
$354.2M
AAPLAPPLE INC
$344.7M
JNJJOHNSON & JOHNSON
$304.6M
BPBP PLC
$273.8M
PFEPFIZER INC
$246.5M
CSCOCISCO SYS INC
$233.9M
GMGENERAL MTRS CO
$228.1M
WFCWELLS FARGO & CO NEW
$226.9M
BACVERIZON COMMUNICATIONS INC
$206.3M
WMTWAL-MART STORES INC
$204.9M
CVXCHEVRON CORP NEW
$179.0M
DVNDEVON ENERGY CORP NEW
$175.8M
GILDGILEAD SCIENCES INC
$172.2M
ORCLORACLE CORP
$157.0M
MUMICRON TECHNOLOGY INC
$154.6M
MICHAEL KORS HLDGS LTD
$154.6M
MRKMERCK & CO INC
$152.0M
DALDELTA AIR LINES INC DEL
$148.2M
CRCCANADIAN NAT RES LTD
$144.5M
INTCINTEL CORP
$140.5M
METMETLIFE INC
$140.0M
IBMINTERNATIONAL BUSINESS MACHS
$133.6M
CHLUSDCHINA MOBILE LIMITED
$131.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$122.0M
DOW CHEM CO
$112.3M
TMTOYOTA MOTOR CORP
$110.3M
AERAERCAP HOLDINGS NV
$109.1M
AALAMERICAN AIRLS GROUP INC
$106.5M
KKR & CO L P DEL
$105.1M
AMGNAMGEN INC
$104.8M
RSRELIANCE STEEL & ALUMINUM CO
$103.4M
PNCPNC FINL SVCS GROUP INC
$102.3M
TWXCHFTIME WARNER INC
$102.3M
AMATAPPLIED MATLS INC
$97.7M
TRVTRAVELERS COMPANIES INC
$97.0M
BABOEING CO
$96.4M
UTXZUNITED TECHNOLOGIES CORP
$95.7M
BXUSDBLACKSTONE GROUP L P
$94.9M
APCANADARKO PETE CORP
$92.1M
DISDISNEY WALT CO
$89.8M
ABBVABBVIE INC
$83.9M
CATCATERPILLAR INC DEL
$82.2M
9990302DAPACHE CORP
$81.5M
HONHONEYWELL INTL INC
$81.3M
FDO.FMACYS INC
$80.9M
CMCSACOMCAST CORP NEW
$77.1M
BPOPPOPULAR INC
$72.8M
LRCXEURLAM RESEARCH CORP
$72.7M
SNISCRIPPS NETWORKS INTERACT IN
$70.3M
SYFSYNCHRONY FINL
$68.8M
QCOMQUALCOMM INC
$66.4M
ACMAECOM
$65.5M
SCSANTANDER CONSUMER USA HDG I
$64.1M
USBUS BANCORP DEL
$64.0M
GTGOODYEAR TIRE & RUBR CO
$62.3M
TUPTUPPERWARE BRANDS CORP
$62.2M
ETNEATON CORP PLC
$61.9M
DDSDILLARDS INC
$61.5M
TWOTWO HBRS INVT CORP
$60.5M
GSGOLDMAN SACHS GROUP INC
$60.2M
AXPAMERICAN EXPRESS CO
$58.9M
PSXPHILLIPS 66
$58.6M
CHICAGO BRIDGE & IRON CO N V
$58.0M
MGAMAGNA INTL INC
$57.9M
AIGAMERICAN INTL GROUP INC
$56.8M
GDGENERAL DYNAMICS CORP
$56.5M
HPHELMERICH & PAYNE INC
$55.3M
DYHTARGET CORP
$54.2M
DUKDUKE ENERGY CORP NEW
$53.6M
B/E AEROSPACE INC
$53.1M
TEXTEREX CORP NEW
$53.0M
OXYOCCIDENTAL PETE CORP DEL
$52.4M
MALLINCKRODT PUB LTD CO
$51.8M
BLKCHFBLACKROCK INC
$51.2M
LYBLYONDELLBASELL INDUSTRIES N
$51.0M
MYLAN N V
$50.0M
KSSKOHLS CORP
$48.4M
CALPINE CORP
$48.0M
HORIZON PHARMA PLC
$46.3M
LPXLOUISIANA PAC CORP
$44.8M
EMNEASTMAN CHEM CO
$44.4M
UNPUNION PAC CORP
$41.5M
BKBANK NEW YORK MELLON CORP
$40.3M
E M C CORP MASS
$40.0M
ALSALLSTATE CORP
$39.4M
TWENTY FIRST CENTY FOX INC
$39.3M
BIIBBIOGEN INC
$39.3M
EMREMERSON ELEC CO
$38.8M
IWDISHARES TR
$36.9M
UPSUNITED PARCEL SERVICE INC
$36.4M
EXPRESS SCRIPTS HLDG CO
$36.2M
JAZZJAZZ PHARMACEUTICALS PLC
$36.0M
DWDMORGAN STANLEY
$35.8M
ELVANTHEM INC
$35.3M
ITWILLINOIS TOOL WKS INC
$34.0M
AFGAMERICAN FINL GROUP INC OHIO
$33.2M
VLOVALERO ENERGY CORP NEW
$32.5M
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