Brandywine Global Investment Management, LLC Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$15.8B

Holdings

875

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (875 positions)

StockValue
TRVCCITIGROUP INC
$534.0M
JPMJPMORGAN CHASE & CO
$507.3M
AAPLAPPLE INC
$426.5M
JNJJOHNSON & JOHNSON
$306.6M
CSCOCISCO SYS INC
$303.5M
BACBANK AMER CORP
$286.3M
GMGENERAL MTRS CO
$265.0M
BPBP PLC
$244.2M
WFCWELLS FARGO CO NEW
$241.2M
PFEPFIZER INC
$239.3M
CRCCANADIAN NAT RES LTD
$213.1M
WMTWAL-MART STORES INC
$207.3M
CVXCHEVRON CORP NEW
$206.5M
ABBVABBVIE INC
$180.2M
KKR & CO L P DEL
$178.5M
ORCLORACLE CORP
$174.1M
DALDELTA AIR LINES INC DEL
$167.7M
DISDISNEY WALT CO
$161.5M
INTCINTEL CORP
$157.0M
COPCONOCOPHILLIPS
$155.1M
MRKMERCK & CO INC
$153.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$143.8M
AERAERCAP HOLDINGS NV
$138.2M
AALAMERICAN AIRLS GROUP INC
$135.1M
CVSCVS HEALTH CORP
$127.7M
MUMICRON TECHNOLOGY INC
$126.8M
HPHELMERICH & PAYNE INC
$123.5M
BXUSDBLACKSTONE GROUP L P
$122.4M
DWDMORGAN STANLEY
$119.3M
DVNDEVON ENERGY CORP NEW
$117.9M
AMGNAMGEN INC
$116.6M
IBMINTERNATIONAL BUSINESS MACHS
$116.1M
EMNEASTMAN CHEM CO
$112.8M
LYBLYONDELLBASELL INDUSTRIES N
$110.8M
TWXCHFTIME WARNER INC
$109.9M
GSGOLDMAN SACHS GROUP INC
$104.1M
UTXZUNITED TECHNOLOGIES CORP
$103.1M
MGAMAGNA INTL INC
$99.7M
GTGOODYEAR TIRE & RUBR CO
$99.1M
RSRELIANCE STEEL & ALUMINUM CO
$99.1M
GILDGILEAD SCIENCES INC
$98.5M
HONHONEYWELL INTL INC
$94.6M
CCKCROWN HOLDINGS INC
$93.2M
USBUS BANCORP DEL
$92.4M
AXPAMERICAN EXPRESS CO
$91.6M
TRVTRAVELERS COMPANIES INC
$91.3M
AWNADVANCE AUTO PARTS INC
$84.1M
SCSANTANDER CONSUMER USA HDG I
$83.7M
SYFSYNCHRONY FINL
$80.5M
KMIKINDER MORGAN INC DEL
$77.3M
TAPMOLSON COORS BREWING CO
$75.5M
ACMAECOM
$73.2M
WBAWALGREENS BOOTS ALLIANCE INC
$73.1M
UNPUNION PAC CORP
$72.0M
GDGENERAL DYNAMICS CORP
$71.9M
DHID R HORTON INC
$69.5M
CCLCARNIVAL CORP
$69.5M
ETNEATON CORP PLC
$67.9M
BPOPPOPULAR INC
$67.4M
PNCPNC FINL SVCS GROUP INC
$65.1M
BLKCHFBLACKROCK INC
$63.5M
HN9HANESBRANDS INC
$63.5M
APCANADARKO PETE CORP
$61.1M
FDCFIRST DATA CORP NEW
$60.7M
BKBANK NEW YORK MELLON CORP
$59.9M
BIIBBIOGEN INC
$57.9M
BACVERIZON COMMUNICATIONS INC
$57.8M
TMTOYOTA MOTOR CORP
$57.5M
CELGCELGENE CORP
$54.9M
TAT&T INC
$54.7M
AIGAMERICAN INTL GROUP INC
$53.5M
MYLAN N V
$53.0M
RDNRADIAN GROUP INC
$51.2M
HORIZON PHARMA PLC
$50.9M
NCLHNORWEGIAN CRUISE LINE HLDGS
$50.4M
MDTMEDTRONIC PLC
$50.2M
CALPINE CORP
$49.8M
CMCSACOMCAST CORP NEW
$49.7M
OMFONEMAIN HLDGS INC
$49.5M
METMETLIFE INC
$49.2M
UPSUNITED PARCEL SERVICE INC
$48.5M
PRUPRUDENTIAL FINL INC
$48.1M
AETNA INC NEW
$46.1M
AMATAPPLIED MATLS INC
$45.5M
GLWCORNING INC
$45.1M
LPXLOUISIANA PAC CORP
$44.2M
DUKDUKE ENERGY CORP NEW
$43.4M
MALLINCKRODT PUB LTD CO
$43.3M
COFCAPITAL ONE FINL CORP
$43.2M
RGCGBPREGAL ENTMT GROUP
$42.7M
ELVANTHEM INC
$42.3M
PSXPHILLIPS 66
$42.1M
CICIGNA CORPORATION
$41.9M
IPGPIPG PHOTONICS CORP
$41.3M
BHFBRIGHTHOUSE FINL INC
$40.7M
STTSTATE STR CORP
$39.9M
IWDISHARES TR
$39.8M
DOWDUPONT INC
$39.0M
LOWLOWES COS INC
$39.0M
CBCHUBB LIMITED
$38.9M
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