Brandywine Global Investment Management, LLC Q4 2016 Filing

Filed February 14, 2017

Portfolio Value

$15.7B

Holdings

920

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (920 positions)

StockValue
JPMJPMORGAN CHASE & CO
$485.3M
BACBANK AMER CORP
$459.9M
AAPLAPPLE INC
$450.5M
TRVCCITIGROUP INC
$448.5M
XOMEXXON MOBIL CORP
$315.7M
CSCOCISCO SYS INC
$280.1M
JNJJOHNSON & JOHNSON
$267.8M
BPBP PLC
$255.8M
GMGENERAL MTRS CO
$232.2M
WMTWAL-MART STORES INC
$218.8M
PFEPFIZER INC
$218.6M
CVXCHEVRON CORP NEW
$197.6M
DALDELTA AIR LINES INC DEL
$190.0M
BACVERIZON COMMUNICATIONS INC
$187.2M
MUMICRON TECHNOLOGY INC
$179.5M
METMETLIFE INC
$162.9M
ABBVABBVIE INC
$159.9M
INTCINTEL CORP
$152.8M
AALAMERICAN AIRLS GROUP INC
$148.4M
MRKMERCK & CO INC
$147.1M
IBMINTERNATIONAL BUSINESS MACHS
$140.6M
ORCLORACLE CORP
$140.5M
TWXCHFTIME WARNER INC
$138.9M
CRCCANADIAN NAT RES LTD
$130.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$128.3M
DWDMORGAN STANLEY
$125.1M
KKR & CO L P DEL
$122.5M
AERAERCAP HOLDINGS NV
$120.3M
BABOEING CO
$113.7M
APCANADARKO PETE CORP
$109.8M
RSRELIANCE STEEL & ALUMINUM CO
$101.4M
UTXZUNITED TECHNOLOGIES CORP
$99.4M
TRVTRAVELERS COMPANIES INC
$98.5M
LYBLYONDELLBASELL INDUSTRIES N
$98.3M
WFCWELLS FARGO & CO NEW
$97.4M
DVNDEVON ENERGY CORP NEW
$96.0M
BXUSDBLACKSTONE GROUP L P
$95.5M
AMGNAMGEN INC
$95.0M
AXPAMERICAN EXPRESS CO
$95.0M
BPOPPOPULAR INC
$92.0M
SYFSYNCHRONY FINL
$91.9M
GSGOLDMAN SACHS GROUP INC
$90.0M
DOW CHEM CO
$89.9M
CBS CORP NEW
$88.6M
DISDISNEY WALT CO
$88.5M
TMTOYOTA MOTOR CORP
$87.5M
MICHAEL KORS HLDGS LTD
$85.3M
CHLUSDCHINA MOBILE LIMITED
$84.7M
GILDGILEAD SCIENCES INC
$80.7M
SIGSIGNET JEWELERS LIMITED
$80.3M
SCSANTANDER CONSUMER USA HDG I
$80.1M
9990302DAPACHE CORP
$80.1M
MGAMAGNA INTL INC
$79.9M
HONHONEYWELL INTL INC
$78.6M
USBUS BANCORP DEL
$77.9M
FDO.FMACYS INC
$76.9M
UNPUNION PAC CORP
$76.1M
CMCSACOMCAST CORP NEW
$75.6M
SNISCRIPPS NETWORKS INTERACT IN
$72.8M
ETNEATON CORP PLC
$71.9M
IPGPIPG PHOTONICS CORP
$71.6M
QCOMQUALCOMM INC
$69.2M
GTGOODYEAR TIRE & RUBR CO
$67.7M
CCLCARNIVAL CORP
$66.7M
ACMAECOM
$66.0M
KSSKOHLS CORP
$65.7M
TEXTEREX CORP NEW
$65.3M
AIGAMERICAN INTL GROUP INC
$63.0M
DYHTARGET CORP
$58.2M
TAT&T INC
$55.8M
EXPRESS SCRIPTS HLDG CO
$55.7M
TWOTWO HBRS INVT CORP
$55.4M
PNCPNC FINL SVCS GROUP INC
$55.2M
BIIBBIOGEN INC
$54.9M
GDGENERAL DYNAMICS CORP
$53.9M
BLKCHFBLACKROCK INC
$52.7M
EMNEASTMAN CHEM CO
$51.6M
AMATAPPLIED MATLS INC
$48.3M
EMREMERSON ELEC CO
$47.7M
BKBANK NEW YORK MELLON CORP
$45.8M
OXYOCCIDENTAL PETE CORP DEL
$45.7M
MYLAN N V
$45.3M
DUKDUKE ENERGY CORP NEW
$44.9M
DDSDILLARDS INC
$44.6M
NCLHNORWEGIAN CRUISE LINE HLDGS
$44.6M
DFSEURDISCOVER FINL SVCS
$44.3M
PSXPHILLIPS 66
$44.1M
PRUPRUDENTIAL FINL INC
$41.2M
MALLINCKRODT PUB LTD CO
$40.3M
HORIZON PHARMA PLC
$40.3M
COFCAPITAL ONE FINL CORP
$39.8M
CELGCELGENE CORP
$39.5M
CATCATERPILLAR INC DEL
$39.3M
GLWCORNING INC
$39.2M
CHICAGO BRIDGE & IRON CO N V
$38.9M
LPXLOUISIANA PAC CORP
$38.7M
UPSUNITED PARCEL SERVICE INC
$35.8M
ELVANTHEM INC
$35.8M
NSCNORFOLK SOUTHERN CORP
$33.7M
FLRFLUOR CORP NEW
$33.5M
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