Brandywine Global Investment Management, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$14.2B
Holdings
572
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (572 positions)
| Stock | Value |
|---|---|
CMICUMMINS INC | $38.7M |
MGAMAGNA INTL INC | $38.5M |
GISGENERAL MLS INC | $38.0M |
HIGHARTFORD INSURANCE GROUP INC | $37.9M |
HSTHOST HOTELS & RESORTS INC | $37.0M |
HHHHOWARD HUGHES HOLDINGS INC | $36.7M |
BKBANK NEW YORK MELLON CORP | $36.7M |
BPBP PLC | $36.6M |
PNCPNC FINL SVCS GROUP INC | $36.3M |
GMABGENMAB A/S | $36.0M |
SNYSANOFI | $35.7M |
ABGCENCORA INC | $35.6M |
CFCF INDS HLDGS INC | $35.6M |
NSCNORFOLK SOUTHN CORP | $34.9M |
DYHTARGET CORP | $34.9M |
ADMARCHER DANIELS MIDLAND CO | $34.7M |
CHTRCHARTER COMMUNICATIONS INC N | $34.3M |
PPGPPG INDS INC | $33.4M |
PCARPACCAR INC | $32.6M |
URIUNITED RENTALS INC | $32.1M |
UPSUNITED PARCEL SERVICE INC | $31.8M |
PSXPHILLIPS 66 | $31.8M |
SATS 3.875 11/30/30ECHOSTAR CORP | $31.1M |
CTVACORTEVA INC | $31.0M |
A4SAMERIPRISE FINL INC | $30.2M |
AZNASTRAZENECA PLC | $29.9M |
ANAUTONATION INC | $29.7M |
KDPKEURIG DR PEPPER INC | $29.3M |
JAZZJAZZ PHARMACEUTICALS PLC | $28.8M |
NTAPNETAPP INC | $28.5M |
FFORD MTR CO | $27.9M |
LHXL3HARRIS TECHNOLOGIES INC | $27.8M |
DELLDELL TECHNOLOGIES INC | $27.2M |
DHID R HORTON INC | $27.2M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $25.7M |
MGMMGM RESORTS INTERNATIONAL | $25.6M |
SOSOUTHERN CO | $25.6M |
USBUS BANCORP DEL | $25.5M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $25.1M |
CSLCARLISLE COS INC | $25.0M |
BKRBAKER HUGHES COMPANY | $24.9M |
PGPROCTER AND GAMBLE CO | $24.8M |
BIDUNBAIDU INC | $24.8M |
SYFSYNCHRONY FINANCIAL | $24.7M |
ORIOLD REP INTL CORP | $24.2M |
AIGAMERICAN INTL GROUP INC | $24.1M |
CAHCARDINAL HEALTH INC | $23.9M |
GPN 1.5 03/01/31GLOBAL PMTS INC | $23.9M |
LDOSLEIDOS HOLDINGS INC | $23.6M |
NTRSNORTHERN TR CORP | $23.0M |
FITBFIFTH THIRD BANCORP | $22.9M |
STLDSTEEL DYNAMICS INC | $22.6M |
DVNDEVON ENERGY CORP NEW | $22.1M |
CNHICNH INDL N V | $22.0M |
OGNORGANON & CO | $21.9M |
NEUNEWMARKET CORP | $21.8M |
IPGINTERPUBLIC GROUP COS INC | $21.4M |
CNXCNX RES CORP | $21.2M |
APDAIR PRODS & CHEMS INC | $21.2M |
AWGASBURY AUTOMOTIVE GROUP INC | $20.5M |
AVTAVNET INC | $20.1M |
NXSTNEXSTAR MEDIA GROUP INC | $20.0M |
TFCTRUIST FINL CORP | $19.8M |
LVSLAS VEGAS SANDS CORP | $19.7M |
SEESEALED AIR CORP NEW | $19.7M |
NUENUCOR CORP | $19.6M |
TOLTOLL BROTHERS INC | $19.6M |
PRUPRUDENTIAL FINL INC | $19.5M |
UNPUNION PAC CORP | $19.4M |
RFREGIONS FINANCIAL CORP NEW | $19.4M |
GPIGROUP 1 AUTOMOTIVE INC | $18.9M |
KVUEKENVUE INC | $18.9M |
RJFRAYMOND JAMES FINL INC | $18.6M |
KHCKRAFT HEINZ CO | $18.4M |
STTSTATE STR CORP | $18.3M |
MGYMAGNOLIA OIL & GAS CORP | $18.1M |
DTEDTE ENERGY CO | $17.9M |
AMCRAMCOR PLC | $17.7M |
LENLENNAR CORP | $17.5M |
MLMMARTIN MARIETTA MATLS INC | $17.4M |
UALUNITED AIRLS HLDGS INC | $17.1M |
SNAP 0.5 05/01/30SNAP INC | $16.8M |
AMANTERO MIDSTREAM CORP | $16.8M |
COKECOCA COLA CONS INC | $16.7M |
WRBBERKLEY W R CORP | $16.5M |
ACGLARCH CAP GROUP LTD | $16.5M |
PPLPPL CORP | $16.4M |
BBYBEST BUY INC | $15.7M |
INGRINGREDION INC | $15.6M |
PRIPRIMERICA INC | $15.5M |
BMYBRISTOL-MYERS SQUIBB CO | $15.5M |
LAURLAUREATE EDUCATION INC | $15.2M |
UHSUNIVERSAL HLTH SVCS INC | $15.1M |
TNLTRAVEL PLUS LEISURE CO | $15.0M |
AMGAFFILIATED MANAGERS GROUP IN | $14.8M |
SKYWSKYWEST INC | $14.6M |
MUSAMURPHY USA INC | $14.5M |
CRCCALIFORNIA RES CORP | $14.5M |
LHLABCORP HOLDINGS INC | $14.4M |
EMEEMCOR GROUP INC | $14.4M |