Brandywine Global Investment Management, LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$14.2B

Holdings

814

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (814 positions)

StockValue
JPMJPMORGAN CHASE & CO
$456.0M
JNJJOHNSON & JOHNSON
$441.0M
BACBANK AMER CORP
$429.2M
TRVCCITIGROUP INC
$376.2M
CVXCHEVRON CORP NEW
$297.0M
INTCINTEL CORP
$266.5M
XOMEXXON MOBIL CORP
$255.6M
BACVERIZON COMMUNICATIONS INC
$230.9M
WFCWELLS FARGO CO NEW
$228.6M
MRKMERCK & CO INC
$207.8M
CRCCANADIAN NAT RES LTD
$205.3M
CMCSACOMCAST CORP NEW
$182.6M
PFEPFIZER INC
$175.6M
TAT&T INC
$173.7M
ORCLORACLE CORP
$172.1M
BPBP PLC
$169.3M
GMGENERAL MTRS CO
$160.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$159.6M
AMGNAMGEN INC
$154.4M
COPCONOCOPHILLIPS
$134.8M
SLBSCHLUMBERGER LTD
$132.2M
4I1PHILIP MORRIS INTL INC
$116.2M
TSNTYSON FOODS INC
$115.3M
GILDGILEAD SCIENCES INC
$114.3M
AVGOBROADCOM INC
$112.1M
IBMINTERNATIONAL BUSINESS MACHS
$110.7M
TAPMOLSON COORS BREWING CO
$107.5M
HALHALLIBURTON CO
$106.1M
NEMNEWMONT GOLDCORP CORPORATION
$105.4M
AALAMERICAN AIRLS GROUP INC
$103.0M
CCKCROWN HOLDINGS INC
$100.8M
MRVLMARVELL TECHNOLOGY GROUP LTD
$100.5M
CVSCVS HEALTH CORP
$100.0M
LMTLOCKHEED MARTIN CORP
$99.9M
CATCATERPILLAR INC DEL
$92.2M
AXPAMERICAN EXPRESS CO
$91.3M
INGRINGREDION INC
$88.5M
METAFACEBOOK INC
$85.7M
USBUS BANCORP DEL
$82.0M
HUNHUNTSMAN CORP
$81.3M
MHKMOHAWK INDS INC
$80.5M
AERAERCAP HOLDINGS NV
$78.2M
EBAEBAY INC
$76.9M
DHID R HORTON INC
$75.8M
DWDMORGAN STANLEY
$74.7M
PHMPULTE GROUP INC
$74.2M
NLYEURANNALY CAP MGMT INC
$73.7M
GSGOLDMAN SACHS GROUP INC
$73.5M
NCLHNORWEGIAN CRUISE LINE HLDG L
$73.1M
UPSUNITED PARCEL SERVICE INC
$72.6M
EMNEASTMAN CHEMICAL CO
$72.0M
MGAMAGNA INTL INC
$70.8M
NVDANVIDIA CORP
$68.8M
ELVANTHEM INC
$66.9M
BLKCHFBLACKROCK INC
$64.1M
TRVTRAVELERS COMPANIES INC
$62.9M
CBCHUBB LIMITED
$62.7M
R6C2ROYAL DUTCH SHELL PLC
$62.6M
PNCPNC FINL SVCS GROUP INC
$62.3M
CSXCSX CORP
$61.7M
BMYBRISTOL MYERS SQUIBB CO
$59.8M
IPGPIPG PHOTONICS CORP
$57.5M
SANBANCO SANTANDER SA
$55.7M
CTVACORTEVA INC
$54.6M
JAZZJAZZ PHARMACEUTICALS PLC
$53.9M
MUMICRON TECHNOLOGY INC
$53.8M
NOCNORTHROP GRUMMAN CORP
$53.1M
ABBVABBVIE INC
$53.1M
ZBHZIMMER BIOMET HLDGS INC
$52.0M
DYHTARGET CORP
$51.4M
DEDEERE & CO
$49.4M
AZNASTRAZENECA PLC
$48.6M
DALDELTA AIR LINES INC DEL
$47.4M
PSXPHILLIPS 66
$47.1M
MDTMEDTRONIC PLC
$46.9M
IWDISHARES TR
$46.5M
GDGENERAL DYNAMICS CORP
$45.8M
SCHWTHE CHARLES SCHWAB CORPORATI
$45.4M
CNKCINEMARK HOLDINGS INC
$45.2M
SLMSLM CORP
$45.1M
TWOEURTWO HBRS INVT CORP
$44.6M
HCAHCA HEALTHCARE INC
$44.4M
AMATAPPLIED MATLS INC
$43.9M
RTN1USDRAYTHEON CO
$43.8M
FCXFREEPORT-MCMORAN INC
$43.7M
COFCAPITAL ONE FINL CORP
$42.8M
METMETLIFE INC
$42.1M
BKBANK NEW YORK MELLON CORP
$41.6M
DFSEURDISCOVER FINL SVCS
$38.4M
HUMHUMANA INC
$37.8M
LRCXEURLAM RESEARCH CORP
$37.4M
EMREMERSON ELEC CO
$36.6M
LYBLYONDELLBASELL INDUSTRIES N
$36.4M
ETNEATON CORP PLC
$35.1M
AEPAMERICAN ELEC PWR CO INC
$35.0M
HZNPHORIZON THERAPEUTICS PUB LTD
$34.9M
AFLAFLAC INC
$34.7M
VLOVALERO ENERGY CORP NEW
$34.7M
KHCKRAFT HEINZ CO
$34.2M
PRUPRUDENTIAL FINL INC
$33.8M
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