Clearbridge Investments, LLC Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$122.2B

Holdings

1,152

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (1,152 positions)

#StockSharesValue% PortfolioType
101
FISFIDELITY NATL INFORMATION SV
4,287$455.0M0.37%
102
VIGIVANGUARD WHITEHALL FDS INC
7,000$453.0M0.37%
103
ISIIONIS PHARMACEUTICALS INC
10,820,120$450.9M0.37%
104
EQIXEQUINIX INC
1,036,586$445.6M0.36%
105
BKBANK NEW YORK MELLON CORP
8,262,112$445.6M0.36%
106
CREE INC
10,695,747$444.6M0.36%
107
USIGISHARES TR
4,093$438.0M0.36%
108
GLREGREENLIGHT CAPITAL RE LTD
30,800$437.0M0.36%
109
MEOHMETHANEX CORP
613,358$433.6M0.35%
110
MSGSMADISON SQUARE GARDEN CO NEW
1,374,310$426.3M0.35%
111
BRK/BBERKSHIRE HATHAWAY INC DEL
2,276,900$425.0M0.35%
112
EPDENTERPRISE PRODS PARTNERS L
15,295,684$423.2M0.35%
113
CP.TOCANADIAN PAC RY LTD
225,154$412.1M0.34%
114
YUMCYUM CHINA HLDGS INC
10,638,858$409.2M0.33%
115
PFEPFIZER INC
11,218,109$407.0M0.33%
116
WMWASTE MGMT INC DEL
4,967,892$404.1M0.33%
117
NFLXNETFLIX INC
1,026$402.0M0.33%
118
QCOMQUALCOMM INC
7,134,755$400.4M0.33%
119
DATATABLEAU SOFTWARE INC
396,378$387.5M0.32%
120
ARNCCHFARCONIC INC
22,619$385.0M0.32%
121
REXRREXFORD INDL RLTY INC
12,280$385.0M0.32%
122
YUMYUM BRANDS INC
4,825$377.0M0.31%
123
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
8,221,497$372.9M0.31%
124
CRMSALESFORCE COM INC
2,719$371.0M0.30%
125
ALEXALEXANDER & BALDWIN INC NEW
15,746$370.0M0.30%
126
BRXBRIXMOR PPTY GROUP INC
21,150$369.0M0.30%
127
WYWEYERHAEUSER CO
10,051,940$366.5M0.30%
128
RWXSPDR INDEX SHS FDS
9,355$366.0M0.30%
129
QVCAUSDQURATE RETAIL INC
17,175,730$364.5M0.30%
130
FUODOLBY LABORATORIES INC
5,904,636$364.3M0.30%
131
SPYSPDR S&P 500 ETF TR
1,340$364.0M0.30%
132
PEPPEPSICO INC
3,341,123$363.7M0.30%
133
LIESUN LIFE FINL INC
900$361.0M0.30%
134
CCEPCOCA COLA EUROPEAN PARTNERS
8,830$359.0M0.29%
135
XRAYDENTSPLY SIRONA INC
8,164,406$357.4M0.29%
136
COOCOOPER COS INC
1,500$353.0M0.29%
137
IGSBISHARES TR
3,368$349.0M0.29%
138
NUANEURNUANCE COMMUNICATIONS INC
25,013,388$347.3M0.28%
139
IGIBISHARES TR
3,269$347.0M0.28%
140
UBSUBS GROUP AG
2,257,007$346.2M0.28%
141
AGGISHARES TR
3,250$346.0M0.28%
142
BMRNBIOMARIN PHARMACEUTICAL INC
3,671,489$345.9M0.28%
143
VREMACK CALI RLTY CORP
17,030$345.0M0.28%
144
TRVCCITIGROUP INC
5,150,237$344.7M0.28%
145
CATCATERPILLAR INC DEL
2,528,308$343.0M0.28%
146
JEFJEFFERIES FINL GROUP INC
15,000$341.0M0.28%
147
UNPUNION PAC CORP
2,391,894$338.9M0.28%
148
ATOATMOS ENERGY CORP
3,750$338.0M0.28%
149
VMWEURVMWARE INC
2,297,209$337.6M0.28%
150
ADIANALOG DEVICES INC
3,500$336.0M0.28%
151
KOFCOCA COLA FEMSA S A B DE C V
5,901$333.0M0.27%
152
FXIISHARES TR
7,751$333.0M0.27%
153
MDLZMONDELEZ INTL INC
8,078,147$331.2M0.27%
154
VFCV F CORP
4,027$328.0M0.27%
155
IPINTL PAPER CO
6,297,189$328.0M0.27%
156
BAMBROOKFIELD ASSET MGMT INC
800$324.0M0.27%
157
INTCINTEL CORP
6,513,607$323.8M0.27%
158
CSCOCISCO SYS INC
7,421,941$319.4M0.26%
159
SSFSENSIENT TECHNOLOGIES CORP
4,453$319.0M0.26%
160
MAMASTERCARD INCORPORATED
1,611,966$316.8M0.26%
161
ENERGY TRANSFER PARTNERS LP
16,624,613$316.5M0.26%
162
HTEURHERSHA HOSPITALITY TR
14,750$316.0M0.26%
163
IUSGISHARES TR
5,531$316.0M0.26%
164
XOPUSDSPDR SERIES TRUST
7,325$315.0M0.26%
165
BACVERIZON COMMUNICATIONS INC
6,157,911$309.8M0.25%
166
REGNREGENERON PHARMACEUTICALS
876,329$302.3M0.25%
167
WMTWALMART INC
3,389,777$290.3M0.24%
168
CMGCHIPOTLE MEXICAN GRILL INC
668,301$288.3M0.24%
169
FRMEFIRST MERCHANTS CORP
6,144$285.0M0.23%
170
WMBWILLIAMS COS INC DEL
10,465,575$283.7M0.23%
171
WECWEC ENERGY GROUP INC
4,362,148$282.0M0.23%
172
TAPMOLSON COORS BREWING CO
4,068$277.0M0.23%
173
MCDMCDONALDS CORP
1,751,627$274.5M0.22%
174
OKEONEOK INC NEW
3,902,756$272.5M0.22%
175
GDXVANECK VECTORS ETF TR
12,000$268.0M0.22%
176
NEWFIELD EXPL CO
8,730,610$264.1M0.22%
177
SYYSYSCO CORP
3,717,711$253.9M0.21%
178
GMGENERAL MTRS CO
6,366,118$250.8M0.21%
179
BOHBANK HAWAII CORP
3,000$250.0M0.20%
180
OSVEURVANECK VECTORS ETF TR
9,466$249.0M0.20%
181
KMIKINDER MORGAN INC DEL
13,954,746$246.6M0.20%
182
NEENEXTERA ENERGY INC
1,468,458$245.3M0.20%
183
KBIAKB FINANCIAL GROUP INC
5,247$244.0M0.20%
184
KMBKIMBERLY CLARK CORP
2,232,818$235.2M0.19%
185
WILLIAMS PARTNERS L P NEW
5,768,325$234.1M0.19%
186
BRK-BBERKSHIRE HATHAWAY INC DEL
830$234.1M0.19%
187
A4SAMERIPRISE FINL INC
1,654$231.0M0.19%
188
LBRDKLIBERTY BROADBAND CORP
3,048,259$230.8M0.19%
189
WEPMAGELLAN MIDSTREAM PRTNRS LP
3,303,763$228.2M0.19%
190
SYKSTRYKER CORP
1,350$228.0M0.19%
191
PSXPHILLIPS 66
1,988,163$223.3M0.18%
192
S9QSPIRIT AEROSYSTEMS HLDGS INC
2,590$223.0M0.18%
193
GELGENESIS ENERGY L P
10,124,521$221.8M0.18%
194
ASCENT CAP GROUP INC
78,781$221.0M0.18%
195
RCSPIMCO STRATEGIC INCOME FD IN
22,823$221.0M0.18%
196
SYFSYNCHRONY FINL
6,610,236$220.7M0.18%
197
TEN1TENNECO INC
5,000$220.0M0.18%
198
CNRCANADIAN NATL RY CO
267$218.0M0.18%
199
CMICUMMINS INC
1,635$217.0M0.18%
200
BXUSDBLACKSTONE GROUP L P
6,605,815$212.5M0.17%
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