Brandywine Global Investment Management, LLC Q4 2020 Filing

Filed February 10, 2021

Portfolio Value

$12.0B

Holdings

627

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (627 positions)

StockValue
JPMJPMORGAN CHASE & CO
$398.8M
BACBK OF AMERICA CORP
$342.3M
JNJJOHNSON & JOHNSON
$333.3M
BACVERIZON COMMUNICATIONS INC
$263.5M
UNHUNITEDHEALTH GROUP INC
$257.4M
CMCSACOMCAST CORP NEW
$203.5M
ORCLORACLE CORP
$193.1M
PFEPFIZER INC
$191.7M
TRVCCITIGROUP INC
$181.7M
MRKMERCK & CO. INC
$177.3M
CSCOCISCO SYS INC
$154.8M
GMGENERAL MTRS CO
$154.1M
AVGOBROADCOM INC
$145.6M
LLYLILLY ELI & CO
$132.3M
MUMICRON TECHNOLOGY INC
$124.2M
AMGNAMGEN INC
$121.0M
NEMNEWMONT CORP
$118.2M
LOWLOWES COS INC
$111.5M
BLKCHFBLACKROCK INC
$110.3M
GSGOLDMAN SACHS GROUP INC
$110.2M
4I1PHILIP MORRIS INTL INC
$107.5M
UPSUNITED PARCEL SERVICE INC
$98.4M
MMM3M CO
$95.5M
IBMINTERNATIONAL BUSINESS MACHS
$93.1M
DYHTARGET CORP
$83.8M
ANETEURARISTA NETWORKS INC
$79.6M
USBUS BANCORP DEL
$75.4M
XOMEXXON MOBIL CORP
$75.0M
AMATAPPLIED MATLS INC
$74.8M
WFCWELLS FARGO CO NEW
$74.7M
CFGCITIZENS FINL GROUP INC
$72.6M
TSNTYSON FOODS INC
$69.3M
ELVANTHEM INC
$67.8M
CBCHUBB LIMITED
$65.8M
DWDMORGAN STANLEY
$65.0M
HCAHCA HEALTHCARE INC
$64.7M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$63.4M
CICIGNA CORP NEW
$61.7M
EBAEBAY INC.
$61.3M
PHMPULTE GROUP INC
$61.3M
OMCOMNICOM GROUP INC
$60.6M
TRVTRAVELERS COMPANIES INC
$60.6M
REGNREGENERON PHARMACEUTICALS
$59.9M
PNCPNC FINL SVCS GROUP INC
$59.9M
PGRPROGRESSIVE CORP
$59.7M
ALXNALEXION PHARMACEUTICALS INC
$59.6M
CSXCSX CORP
$58.9M
CMICUMMINS INC
$58.8M
DHID R HORTON INC
$58.3M
CVSCVS HEALTH CORP
$57.6M
CTVACORTEVA INC
$56.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$53.7M
DDDUPONT DE NEMOURS INC
$53.7M
TROWPRICE T ROWE GROUP INC
$53.3M
INGRINGREDION INC
$52.9M
KRKROGER CO
$51.8M
LYBLYONDELLBASELL INDUSTRIES N
$51.6M
HUNHUNTSMAN CORP
$51.4M
CMACOMERICA INC
$51.0M
DGDOLLAR GEN CORP NEW
$49.0M
COFCAPITAL ONE FINL CORP
$48.6M
NLYEURANNALY CAPITAL MANAGEMENT IN
$47.8M
SLMSLM CORP
$47.8M
ALSALLSTATE CORP
$47.7M
CCKCROWN HLDGS INC
$47.7M
EMNEASTMAN CHEM CO
$47.4M
LRCXEURLAM RESEARCH CORP
$47.0M
JCIJOHNSON CTLS INTL PLC
$46.8M
RHPRYMAN HOSPITALITY PPTYS INC
$44.9M
HUMHUMANA INC
$44.4M
CRCCANADIAN NAT RES LTD
$44.2M
TWOEURTWO HBRS INVT CORP
$43.8M
PEOEXELON CORP
$42.1M
KHCKRAFT HEINZ CO
$40.1M
METMETLIFE INC
$40.0M
EMREMERSON ELEC CO
$39.5M
INTCINTEL CORP
$38.8M
FEFIRSTENERGY CORP
$37.6M
TXTTEXTRON INC
$37.6M
TAT&T INC
$37.3M
PEGPUBLIC SVC ENTERPRISE GRP IN
$37.1M
STTSTATE STR CORP
$37.0M
BPBP PLC
$36.8M
MRVLMARVELL TECHNOLOGY GROUP LTD
$36.5M
GDGENERAL DYNAMICS CORP
$36.0M
BKBANK NEW YORK MELLON CORP
$35.9M
VTRSVIATRIS INC
$35.9M
JAZZJAZZ PHARMACEUTICALS PLC
$35.8M
BPOPPOPULAR INC
$35.2M
GTLSCHART INDS INC
$35.1M
A4SAMERIPRISE FINL INC
$34.4M
LENLENNAR CORP
$33.9M
PPLPPL CORP
$33.8M
AFLAFLAC INC
$33.6M
BXPBOSTON PROPERTIES INC
$33.6M
FFORD MTR CO DEL
$32.8M
CVXCHEVRON CORP NEW
$32.0M
ESNTESSENT GROUP LTD
$32.0M
MCKMCKESSON CORP
$32.0M
DISH 3.375 08/15/26DISH NETWORK CORPORATION
$31.9M
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