Clearbridge Investments, LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$113.2B

Holdings

1,072

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (1,072 positions)

#StockSharesValue% PortfolioType
101
CPBCAMPBELL SOUP CO
10,960$418.0M0.37%
102
DELLDELL TECHNOLOGIES INC
7,060$414.0M0.37%
103
FCXFREEPORT-MCMORAN INC
32,070,928$413.4M0.37%
104
BKBANK NEW YORK MELLON CORP
8,161,940$411.6M0.36%
105
TMETENCENT MUSIC ENTMT GROUP
22,670$410.0M0.36%
106
NUANEURNUANCE COMMUNICATIONS INC
24,065,209$407.4M0.36%
107
RHT1EURRED HAT INC
2,218,128$405.3M0.36%
108
MSGSMADISON SQUARE GARDEN CO NEW
1,355,086$397.2M0.35%
109
RELXRELX PLC
18,226$391.0M0.35%
110
KOFCOCA COLA FEMSA S A B DE C V
5,901$389.0M0.34%
111
VMWEURVMWARE INC
2,149,355$388.0M0.34%
112
ATOATMOS ENERGY CORP
3,750$386.0M0.34%
113
AMDADVANCED MICRO DEVICES INC
15,000$383.0M0.34%
114
CATCATERPILLAR INC DEL
2,794,952$378.7M0.33%
115
COPCONOCOPHILLIPS
5,577$372.0M0.33%
116
ADIANALOG DEVICES INC
3,500$368.0M0.33%
117
ALEXALEXANDER & BALDWIN INC NEW
14,285$363.0M0.32%
118
YUMCYUM CHINA HLDGS INC
8,054,151$361.7M0.32%
119
9990302DAPACHE CORP
10,411$361.0M0.32%
120
IUSGISHARES TR
5,971$360.0M0.32%
121
YUMYUM BRANDS INC
3,603$360.0M0.32%
122
FDNFIRST TR EXCHANGE TRADED FD
2,585$359.0M0.32%
123
ABEVAMBEV SA
83,269$358.0M0.32%
124
INTCINTEL CORP
6,492,287$348.6M0.31%
125
FUODOLBY LABORATORIES INC
5,505,249$346.7M0.31%
126
GNTXGENTEX CORP
16,724$346.0M0.31%
127
EPDENTERPRISE PRODS PARTNERS L
11,862,286$345.2M0.30%
128
IGIBISHARES TR
6,244$344.0M0.30%
129
IGSBISHARES TR
6,465$341.0M0.30%
130
AGGISHARES TR
3,101$338.0M0.30%
131
WECWEC ENERGY GROUP INC
4,248,308$336.0M0.30%
132
NTNXNUTANIX INC
8,761,048$330.6M0.29%
133
NVDANVIDIA CORP
1,835,240$329.5M0.29%
134
LABORATORY CORP AMER HLDGS
2,123$325.0M0.29%
135
MCDMCDONALDS CORP
1,696,443$322.2M0.28%
136
WMTWALMART INC
3,302,904$322.1M0.28%
137
ICLRICON PLC
2,353,035$321.4M0.28%
138
BRK/BBERKSHIRE HATHAWAY INC DEL
1,572,429$315.9M0.28%
139
AABAUSDALTABA INC
4,225$313.0M0.28%
140
UNPUNION PACIFIC CORP
1,858,876$310.8M0.27%
141
CLBCORE LABORATORIES N V
4,505,212$310.5M0.27%
142
ARNCCHFARCONIC INC
16,219$310.0M0.27%
143
ETENERGY TRANSFER LP
20,161,598$309.9M0.27%
144
MAMASTERCARD INC
1,315,086$309.6M0.27%
145
MCXMCCORMICK & CO INC
2,039,349$307.2M0.27%
146
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
7,997,480$305.8M0.27%
147
OPUS BK IRVINE CALIF
15,348$304.0M0.27%
148
GLREGREENLIGHT CAPITAL RE LTD
28,000$304.0M0.27%
149
NEENEXTERA ENERGY INC
1,550,712$299.8M0.26%
150
NOVEURNATIONAL OILWELL VARCO INC
11,227,988$299.1M0.26%
151
NWLNEWELL BRANDS INC
19,320$296.0M0.26%
152
VMCVULCAN MATLS CO
2,462,306$291.5M0.26%
153
PNCPNC FINL SVCS GROUP INC
2,275,549$279.1M0.25%
154
LBRDKLIBERTY BROADBAND CORP
2,981,840$273.6M0.24%
155
GMGENERAL MTRS CO
7,204,771$267.3M0.24%
156
BRK-BBERKSHIRE HATHAWAY INC DEL
882$265.7M0.23%
157
QVCAUSDQURATE RETAIL INC
16,284,678$260.2M0.23%
158
BSXBOSTON SCIENTIFIC CORP
6,652$255.0M0.23%
159
CPRTCOPART INC
4,169,380$252.6M0.22%
160
IPINTL PAPER CO
5,422,937$250.9M0.22%
161
ENCANA CORP
34,195,526$247.6M0.22%
162
GDXVANECK VECTORS ETF TR
11,000$247.0M0.22%
163
S9QSPIRIT AEROSYSTEMS HLDGS INC
2,690$246.0M0.22%
164
SUSUNCOR ENERGY INC NEW
7,364,665$238.8M0.21%
165
AWNADVANCE AUTO PARTS INC
1,398,815$238.5M0.21%
166
NDAQNASDAQ INC
2,720$238.0M0.21%
167
BOHBANK HAWAII CORP
3,000$237.0M0.21%
168
SSFSENSIENT TECHNOLOGIES CORP
3,424$232.0M0.20%
169
RCSPIMCO STRATEGIC INCOME FD IN
21,823$230.0M0.20%
170
TRVCCITIGROUP INC
3,690,286$229.6M0.20%
171
ADPAUTOMATIC DATA PROCESSING IN
1,430,430$228.5M0.20%
172
BXUSDBLACKSTONE GROUP L P
6,506,362$227.5M0.20%
173
FRMEFIRST MERCHANTS CORP
6,144$226.0M0.20%
174
SYFSYNCHRONY FINL
7,076,477$225.7M0.20%
175
WBAWALGREENS BOOTS ALLIANCE INC
3,550$225.0M0.20%
176
GELGENESIS ENERGY L P
9,551,260$222.5M0.20%
177
CMICUMMINS INC
1,400$221.0M0.20%
178
CVXCHEVRON CORP NEW
1,792,553$220.8M0.20%
179
OKEONEOK INC NEW
3,125,678$218.3M0.19%
180
FTNTFORTINET INC
2,556,421$214.7M0.19%
181
8CWCROWN CASTLE INTL CORP NEW
1,644$210.0M0.19%
182
BIPBROOKFIELD INFRAST PARTNERS
5,009,793$209.8M0.19%
183
SYKSTRYKER CORP
1,050$207.0M0.18%
184
IWDISHARES TR
1,680$207.0M0.18%
185
TREXTREX CO INC
3,280,944$201.8M0.18%
186
LYVLIVE NATION ENTERTAINMENT IN
3,162,149$200.9M0.18%
187
PEOEXELON CORP
3,961,130$198.6M0.18%
188
KBIAKB FINANCIAL GROUP INC
5,247$194.0M0.17%
189
IEXIDEX CORP
1,267,586$192.3M0.17%
190
FOXAFOX CORP
5,206$191.0M0.17%
191
PSXPHILLIPS 66
1,991,986$189.6M0.17%
192
PNRPENTAIR PLC
4,251,011$189.2M0.17%
193
MEDIDATA SOLUTIONS INC
2,545,149$186.4M0.16%
194
SYYSYSCO CORP
2,767,955$184.8M0.16%
195
CASYCASEYS GEN STORES INC
1,425,212$183.5M0.16%
196
WEPMAGELLAN MIDSTREAM PRTNRS LP
3,008,673$182.4M0.16%
197
AZPNUSDASPEN TECHNOLOGY INC
1,747,819$182.2M0.16%
198
PODDINSULET CORP
1,913,428$181.9M0.16%
199
WIXWIX COM LTD
1,489,005$179.9M0.16%
200
IBMINTERNATIONAL BUSINESS MACHS
1,264,518$178.4M0.16%
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