Clearbridge Investments, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$126.1B

Holdings

747

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (747 positions)

StockValue
PLABPhotronics Inc
$15.5M
SUNSunoco LP
$15.3M
PRGPROG Holdings Inc
$15.2M
G2CEveri Holdings Inc
$15.1M
ARCADIUM LITHIUM PLC
$15.1M
ESNTEssent Group Ltd
$15.0M
RCM1USDR1 RCM Inc
$15.0M
HTDCorcept Therapeutics Inc
$14.7M
TCBITexas Capital Bancshares Inc
$14.4M
LRNStride Inc
$14.4M
OGSONE Gas Inc
$14.1M
CNXCNX Resources Corp
$13.9M
AIRCUSDApartment Income REIT Corp
$13.9M
MGYMagnolia Oil & Gas Corp
$13.9M
MURMurphy Oil Corp
$13.9M
VCVisteon Corp
$13.8M
HPHelmerich & Payne Inc
$13.8M
CVLTCommVault Systems Inc
$13.6M
BBVABanco Bilbao Vizcaya Argentaria SA
$13.4M
CMCCommercial Metals Co
$13.2M
ZLABZai Lab Ltd
$13.0M
ROIVROIVANT SCIENCES LTD
$13.0M
MRTNMarten Transport Ltd
$12.8M
ENPHEnphase Energy Inc
$12.6M
SEDGSolarEdge Technologies Inc
$12.5M
ASOAcademy Sports & Outdoors Inc
$12.5M
AVNTAvient Corp
$12.4M
CXTCrane NXT Co
$12.4M
LXPUSDLXP Industrial Trust
$12.3M
BXPBoston Properties Inc
$12.2M
SEATVivid Seats Inc
$12.1M
NARIUSDInari Medical Inc
$12.0M
RWTRedwood Trust Inc
$11.8M
INDIindie Semiconductor Inc
$11.7M
CTOSCustom Truck One Source Inc
$11.2M
HCQAMN Healthcare Services Inc
$11.0M
ARCOArcos Dorados Holdings Inc
$11.0M
CAPLCrossAmerica Partners LP
$10.7M
ATEXAnterix Inc
$10.7M
FWONALiberty Media Corp-Liberty Formula One
$10.3M
ALEXAlexander & Baldwin Inc
$10.3M
AEISAdvanced Energy Industries Inc
$10.1M
FWRDUSDForward Air Corp
$10.1M
CMGChipotle Mexican Grill Inc
$9.9M
IFFInternational Flavors & Fragrances Inc
$9.9M
HUNHuntsman Corp
$9.7M
MPMP Materials Corp
$9.6M
WLKPWestlake Chemical Partners LP
$9.4M
ULUnilever PLC
$9.3M
SPHSuburban Propane Partners LP
$9.3M
HCCWarrior Met Coal Inc
$9.2M
ABTAbbott Laboratories
$9.2M
CMRCBigCommerce Holdings Inc
$9.1M
MUFGMitsubishi UFJ Financial Group Inc
$9.1M
GAMBGambling.com Group Limited
$8.9M
IBMInternational Business Machines Corp
$8.6M
KOFCoca-Cola Femsa SAB de CV
$8.5M
SNYSanofi SA
$8.4M
GTNGray Television Inc
$8.3M
ARISUSDAris Water Solutions Inc
$8.2M
PAYPaymentus Holdings Inc
$7.9M
BACVerizon Communications Inc
$7.6M
RPDRapid7 Inc
$7.5M
GRT-UCADGranite Real Estate Investment Trust
$7.5M
PAYXPaychex Inc
$7.4M
AXSMAxsome Therapeutics Inc
$7.1M
BUDAnheuser-Busch InBev SA/NV
$7.0M
MRVIMaravai LifeSciences Holdings Inc
$6.9M
EXTRExtreme Networks Inc
$6.9M
MAMasterCard Inc
$6.9M
NGGNational Grid PLC
$6.7M
XIFRNextEra Energy Partners LP
$6.7M
BMYBristol-Myers Squibb Co
$6.7M
MIRMMirum Pharmaceuticals Inc
$6.6M
SPXCSPX Technologies Inc
$6.6M
MCDMcDonald's Corp
$6.4M
STSENSATA TECHNOLOGIES HOLDING
$6.3M
N1UANew Oriental Education & Technology Group Inc
$6.2M
SHELShell PLC
$6.0M
WalkMe Ltd
$6.0M
URIUnited Rentals Inc
$5.9M
UBSUBS Group AG
$5.9M
T7DTransDigm Group Inc
$5.7M
NUENucor Corp
$5.5M
NXPINXP Semiconductors NV
$5.4M
DC4DexCom Inc
$5.4M
PSXPhillips 66
$5.3M
KMBKimberly-Clark Corp
$5.3M
MYPSPlaystudios Inc
$4.8M
BPBP PLC
$4.8M
MLCOMelco Resorts & Entertainment Ltd
$4.6M
SOSouthern Co/The
$4.5M
CARRCarrier Global Corp
$4.4M
SHGShinhan Financial Group Co Ltd
$4.3M
PARA 5.75 04/01/24 AParamount Global
$4.2M
VRNAVerona Pharma PLC
$4.1M
MSCIMSCI Inc
$4.0M
RYTMRhythm Pharmaceuticals Inc
$3.9M
IPInternational Paper Co
$3.7M
GMREUSDGlobal Medical REIT Inc
$3.5M
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