Clearbridge Investments, LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$110.8B

Holdings

695

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (695 positions)

StockValue
AMATApplied Materials Inc
$26.8B
FRSHFreshworks Inc
$26.2B
HNMOrmat Technologies Inc
$26.2B
SCIService Corp International/US
$25.9B
ABXBarrick Gold Corp
$25.6B
KRGKite Realty Group Trust
$25.5B
STESTERIS PLC
$25.4B
ZETAZeta Global Holdings Corp
$25.3B
NSUSDNuStar Energy LP
$25.0B
DHDefinitive Healthcare Corp
$25.0B
BROSDutch Bros Inc
$24.7B
CCSCentury Communities Inc
$24.7B
TEXTerex Corp
$24.6B
ATKRAtkore Inc
$24.4B
EXPEagle Materials Inc
$24.3B
HHC*Howard Hughes Corp/The
$24.1B
KMBKimberly-Clark Corp
$24.0B
SUNSunoco LP
$23.9B
HEPUSDHolly Energy Partners LP
$23.8B
FNDFloor & Decor Holdings Inc
$23.6B
HZNPHorizon Therapeutics Plc
$23.5B
ONTOOnto Innovation Inc
$22.9B
AMGNAmgen Inc
$22.7B
ZLABZai Lab Ltd
$22.5B
GENGen Digital Inc
$22.5B
XMTRXometry Inc
$22.4B
DKLDelek Logistics Partners LP
$22.2B
ARCCAres Capital Corp
$21.9B
ITRIItron Inc
$21.8B
CYRXCryoPort Inc
$21.8B
MOSMosaic Co/The
$21.4B
EXRExtra Space Storage Inc
$21.2B
IDXXIdexx Laboratories Inc
$21.1B
PRIMPrimoris Services Corp
$20.7B
PORPortland General Electric Co
$20.6B
GLPIGaming and Leisure Properties Inc
$20.6B
PLABPhotronics Inc
$20.5B
KRTXKaruna Therapeutics Inc
$20.5B
RUSHARush Enterprises Inc
$19.4B
TECK/BTeck Resources Ltd
$19.4B
CDPCorporate Office Properties Trust
$19.0B
GPIGroup 1 Automotive Inc
$18.9B
RCM1USDR1 RCM Inc
$18.8B
PCHPotlatchDeltic Corp
$18.7B
CVGWCalavo Growers Inc
$18.6B
ENSEnerSys
$18.6B
Leslie's Inc
$18.4B
WF2Wintrust Financial Corp
$18.3B
OZKBank OZK
$17.9B
DINOHF Sinclair Corp
$17.8B
MGYMagnolia Oil & Gas Corp
$17.8B
PPLPPL Corp
$17.8B
VSTOEURVista Outdoor Inc
$17.8B
ICFIICF International Inc
$17.6B
MRTNMarten Transport Ltd
$17.6B
NMIHNMI Holdings Inc
$17.6B
CVLTCommVault Systems Inc
$17.5B
PRGPROG Holdings Inc
$17.3B
GLOBGlobant S.A.
$17.0B
PBVPrestige Consumer Healthcare Inc
$17.0B
TRUPTrupanion Inc
$17.0B
G2CEveri Holdings Inc
$16.8B
ECPGEncore Capital Group Inc
$16.6B
ENPHEnphase Energy Inc
$16.6B
SITESiteOne Landscape Supply Inc
$16.3B
HUNHuntsman Corp
$16.2B
ACHCAcadia Healthcare Co Inc
$16.1B
ALNYAlnylam Pharmaceuticals Inc
$15.8B
LM05Liberty Media Corp-Liberty Formula One
$15.4B
AZOAutoZone Inc
$15.0B
CSTMConstellium SE
$14.7B
VALValaris Limited
$14.7B
CFLTConfluent Inc
$14.7B
AGOAssured Guaranty Ltd
$14.6B
UTZUtz Brands Inc
$14.3B
WAFDWashington Federal Inc
$14.1B
PKNRevvity Inc
$14.1B
AWNAdvance Auto Parts Inc
$14.0B
ETRNUSDEquitrans Midstream Corp
$13.9B
CADECadence Bank
$13.9B
RLJRLJ Lodging Trust
$13.8B
CAPLCrossAmerica Partners LP
$13.7B
WECWEC Energy Group Inc
$13.7B
DDOGDatadog Inc
$13.4B
LXPUSDLXP Industrial Trust
$13.3B
APHAmphenol Corp
$13.2B
CMRCBigCommerce Holdings Inc
$13.2B
KFYKorn Ferry
$13.0B
AEISAdvanced Energy Industries Inc
$12.9B
RPDRapid7 Inc
$12.8B
PBProsperity Bancshares Inc
$12.6B
CTOSCustom Truck One Source Inc
$12.6B
FITBFifth Third Bancorp
$12.5B
NOVAQSunnova Energy International Inc
$12.2B
RWTRedwood Trust Inc
$12.0B
CNXCNX Resources Corp
$11.9B
CMCCommercial Metals Co
$11.8B
AVNTAvient Corp
$11.7B
WSBCWesBanco Inc
$11.6B
MURMurphy Oil Corp
$11.6B
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