Brandywine Global Investment Management, LLC Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$9.8B

Holdings

743

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (743 positions)

StockValue
JPMJPMORGAN CHASE & CO
$305.5M
INTCINTEL CORP
$256.0M
BACVERIZON COMMUNICATIONS INC
$254.8M
BACBK OF AMERICA CORP
$245.2M
TAT&T INC
$225.8M
TRVCCITIGROUP INC
$214.1M
PFEPFIZER INC
$189.4M
CSCOCISCO SYS INC
$184.1M
CVXCHEVRON CORP NEW
$179.5M
MRKMERCK & CO. INC
$176.5M
ORCLORACLE CORP
$170.9M
CMCSACOMCAST CORP NEW
$153.2M
AMGNAMGEN INC
$144.4M
JNJJOHNSON & JOHNSON
$136.3M
AVGOBROADCOM INC
$109.0M
HONHONEYWELL INTL INC
$101.2M
4I1PHILIP MORRIS INTL INC
$94.6M
IBMINTERNATIONAL BUSINESS MACHS
$92.9M
LMTLOCKHEED MARTIN CORP
$89.2M
BLKCHFBLACKROCK INC
$87.6M
GILDGILEAD SCIENCES INC
$84.6M
GMGENERAL MTRS CO
$81.6M
MUMICRON TECHNOLOGY INC
$80.4M
CATCATERPILLAR INC DEL
$78.7M
AXPAMERICAN EXPRESS CO
$78.1M
MMM3M CO
$72.8M
DWDMORGAN STANLEY
$68.0M
UPSUNITED PARCEL SERVICE INC
$67.5M
CSXCSX CORP
$63.6M
NEMNEWMONT CORP
$61.2M
TSNTYSON FOODS INC
$60.8M
GSGOLDMAN SACHS GROUP INC
$60.8M
WFCWELLS FARGO CO NEW
$58.4M
ELVANTHEM INC
$57.7M
CICIGNA CORP NEW
$56.2M
USBUS BANCORP DEL
$56.1M
HCAHCA HEALTHCARE INC
$54.2M
EBAEBAY INC.
$52.5M
CVSCVS HEALTH CORP
$52.4M
NLYEURANNALY CAPITAL MANAGEMENT IN
$51.8M
TRVTRAVELERS COMPANIES INC
$51.3M
KRKROGER CO
$51.2M
COPCONOCOPHILLIPS
$50.1M
CCKCROWN HLDGS INC
$50.1M
CBCHUBB LIMITED
$49.9M
HUNHUNTSMAN CORP
$49.0M
BIIBBIOGEN INC
$48.9M
INGRINGREDION INC
$48.8M
DEDEERE & CO
$47.0M
FCXFREEPORT-MCMORAN INC
$46.6M
NOCNORTHROP GRUMMAN CORP
$45.1M
SCHWSCHWAB CHARLES CORP
$43.9M
CFGCITIZENS FINANCIAL GROUP INC
$43.1M
ALXNALEXION PHARMACEUTICALS INC
$42.1M
AMATAPPLIED MATLS INC
$41.8M
AEPAMERICAN ELEC PWR CO INC
$41.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$40.8M
PHMPULTE GROUP INC
$40.8M
LRCXEURLAM RESEARCH CORP
$40.7M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$40.3M
PNCPNC FINL SVCS GROUP INC
$40.1M
METAFACEBOOK INC
$39.6M
PGRPROGRESSIVE CORP OHIO
$39.0M
DDDUPONT DE NEMOURS INC
$38.7M
GDGENERAL DYNAMICS CORP
$37.6M
NSCNORFOLK SOUTHERN CORP
$36.7M
EMREMERSON ELEC CO
$35.8M
WBAWALGREENS BOOTS ALLIANCE INC
$35.7M
DRIDARDEN RESTAURANTS INC
$34.9M
BPBP PLC
$34.9M
EMNEASTMAN CHEM CO
$34.8M
ETNEATON CORP PLC
$34.4M
BBYBEST BUY INC
$34.2M
ANETEURARISTA NETWORKS INC
$34.2M
GTLSCHART INDS INC
$34.1M
DHID R HORTON INC
$34.0M
TAPMOLSON COORS BEVERAGE CO
$33.8M
BKBANK NEW YORK MELLON CORP
$33.8M
PEGPUBLIC SVC ENTERPRISE GRP IN
$33.8M
EAELECTRONIC ARTS INC
$33.6M
KHCKRAFT HEINZ CO
$32.4M
CMICUMMINS INC
$32.0M
JAZZJAZZ PHARMACEUTICALS PLC
$31.8M
FEFIRSTENERGY CORP
$30.0M
AAPLAPPLE INC
$29.5M
CTVACORTEVA INC
$29.5M
BMYBRISTOL-MYERS SQUIBB CO
$29.3M
METMETLIFE INC
$29.2M
CRCCANADIAN NAT RES LTD
$29.2M
ALSALLSTATE CORP
$29.1M
TWOEURTWO HBRS INVT CORP
$29.1M
PPLPPL CORP
$28.9M
ESNTESSENT GROUP LTD
$28.8M
KMIKINDER MORGAN INC DEL
$28.5M
CMACOMERICA INC
$28.4M
LYBLYONDELLBASELL INDUSTRIES N
$28.4M
PSXPHILLIPS 66
$27.8M
TROWPRICE T ROWE GROUP INC
$27.2M
SLMSLM CORP
$27.1M
IWDISHARES TR
$26.5M
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