Brandywine Global Investment Management, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$13.8B

Holdings

557

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (557 positions)

StockValue
JPMJPMORGAN CHASE & CO.
$432.6M
BACBANK AMERICA CORP
$294.5M
TRVCCITIGROUP INC
$287.8M
JNJJOHNSON & JOHNSON
$269.2M
CMCSACOMCAST CORP NEW
$237.2M
TAT&T INC
$236.5M
GMGENERAL MTRS CO
$234.8M
WFCWELLS FARGO CO NEW
$218.3M
CVXCHEVRON CORP NEW
$210.6M
KRKROGER CO
$190.1M
ABBVABBVIE INC
$190.1M
IBMINTERNATIONAL BUSINESS MACHS
$188.5M
CATCATERPILLAR INC
$184.2M
DALDELTA AIR LINES INC DEL
$170.2M
LMTLOCKHEED MARTIN CORP
$160.2M
DEDEERE & CO
$158.3M
GPNGLOBAL PMTS INC
$148.5M
AXPAMERICAN EXPRESS CO
$147.7M
CSCOCISCO SYS INC
$139.9M
FDXFEDEX CORP
$136.8M
DISDISNEY WALT CO
$134.6M
CVSCVS HEALTH CORP
$127.9M
AERAERCAP HOLDINGS NV
$121.5M
COPCONOCOPHILLIPS
$120.8M
MDTMEDTRONIC PLC
$117.9M
LOWLOWES COS INC
$113.4M
4I1PHILIP MORRIS INTL INC
$113.3M
BACVERIZON COMMUNICATIONS INC
$111.1M
DWDMORGAN STANLEY
$108.9M
DGDOLLAR GEN CORP NEW
$102.7M
QCOMQUALCOMM INC
$101.4M
PYPLPAYPAL HLDGS INC
$101.1M
NRANRG ENERGY INC
$101.1M
WTWWILLIS TOWERS WATSON PLC LTD
$100.5M
UNHUNITEDHEALTH GROUP INC
$99.0M
GSGOLDMAN SACHS GROUP INC
$98.7M
ALSALLSTATE CORP
$92.4M
FMCFMC CORP
$90.5M
RTXRTX CORPORATION
$86.6M
ONON SEMICONDUCTOR CORP
$83.2M
TMUST-MOBILE US INC
$82.0M
CAGCONAGRA BRANDS INC
$78.6M
HONHONEYWELL INTL INC
$77.0M
XELXCEL ENERGY INC
$76.4M
MGAMAGNA INTL INC
$73.6M
EIXEDISON INTL
$70.1M
TSNTYSON FOODS INC
$69.0M
PCARPACCAR INC
$68.5M
GILDGILEAD SCIENCES INC
$68.4M
CECELANESE CORP DEL
$66.0M
CCKCROWN HLDGS INC
$63.3M
NLYANNALY CAPITAL MANAGEMENT IN
$63.1M
HCAHCA HEALTHCARE INC
$62.7M
FCXFREEPORT-MCMORAN INC
$61.7M
CBCHUBB LIMITED
$60.8M
BPBP PLC
$59.6M
DYHTARGET CORP
$59.5M
MMM3M CO
$58.3M
MCKMCKESSON CORP
$58.0M
EOGEOG RES INC
$55.3M
GOOGLALPHABET INC
$55.1M
SHELSHELL PLC
$54.9M
FEFIRSTENERGY CORP
$54.4M
MPCMARATHON PETE CORP
$54.4M
MOALTRIA GROUP INC
$54.3M
VNTVONTIER CORPORATION
$54.1M
GSKGSK PLC
$54.0M
TRVTRAVELERS COMPANIES INC
$53.8M
BMYBRISTOL-MYERS SQUIBB CO
$53.6M
CRCCANADIAN NAT RES LTD
$52.8M
VTRSVIATRIS INC
$51.9M
PEOEXELON CORP
$51.6M
HUMHUMANA INC
$51.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$51.1M
SIRISIRIUSXM HOLDINGS INC
$50.6M
DUKDUKE ENERGY CORP NEW
$50.4M
SOSOUTHERN CO
$50.0M
RPRXROYALTY PHARMA PLC
$50.0M
CABO 1.125 03/15/28CABLE ONE INC
$49.5M
APOAPOLLO GLOBAL MGMT INC
$49.0M
GISGENERAL MLS INC
$48.3M
CITHE CIGNA GROUP
$47.7M
JAZZJAZZ PHARMACEUTICALS PLC
$47.0M
BLDRBUILDERS FIRSTSOURCE INC
$44.8M
HHHHOWARD HUGHES HOLDINGS INC
$44.3M
PEPPEPSICO INC
$44.3M
IWDISHARES TR
$43.9M
KHCKRAFT HEINZ CO
$41.8M
EBAEBAY INC.
$41.2M
STLDSTEEL DYNAMICS INC
$41.1M
DDOMINION ENERGY INC
$40.4M
PHMPULTE GROUP INC
$40.3M
PNCPNC FINL SVCS GROUP INC
$40.1M
CSXCSX CORP
$38.2M
SNYSANOFI
$37.8M
PGRPROGRESSIVE CORP
$37.6M
KMIKINDER MORGAN INC DEL
$37.1M
METMETLIFE INC
$36.0M
AFLAFLAC INC
$35.2M
ADMARCHER DANIELS MIDLAND CO
$34.6M
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