Clearbridge Investments, LLC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$98.9B

Holdings

1,123

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (1,123 positions)

#StockSharesValue% PortfolioType
101
KSSKOHLS CORP
6,200$411.0M0.42%
102
AMCXAMC NETWORKS INC
7,488,749$411.0M0.42%
103
COPCONOCOPHILLIPS
6,577$410.0M0.41%
104
TAT&T INC
14,255,625$406.9M0.41%
105
NUENUCOR CORP
7,851,126$406.8M0.41%
106
CCEPCOCA COLA EUROPEAN PARTNERS
8,830$405.0M0.41%
107
VIGIVANGUARD WHITEHALL FDS INC
7,000$403.0M0.41%
108
YUMCYUM CHINA HLDGS INC
11,825,243$396.5M0.40%
109
EQIXEQUINIX INC
1,106,894$390.2M0.39%
110
DELLDELL TECHNOLOGIES INC
7,926$387.0M0.39%
111
BKBANK NEW YORK MELLON CORP
8,162,369$384.2M0.39%
112
BMRNBIOMARIN PHARMACEUTICAL INC
4,505,662$383.7M0.39%
113
RELXRELX PLC
18,226$374.0M0.38%
114
PXDEURPIONEER NAT RES CO
2,843,150$373.9M0.38%
115
PCARPACCAR INC
6,370$364.0M0.37%
116
MSGSMADISON SQUARE GARDEN CO NEW
1,357,617$363.4M0.37%
117
ETRNUSDEQUITRANS MIDSTREAM CORPORAT
18,066$362.0M0.37%
118
CPBCAMPBELL SOUP CO
10,960$362.0M0.37%
119
MDLZMONDELEZ INTL INC
9,003,703$360.4M0.36%
120
KOFCOCA COLA FEMSA S A B DE C V
5,901$359.0M0.36%
121
NWLNEWELL BRANDS INC
19,320$359.0M0.36%
122
FUODOLBY LABORATORIES INC
5,645,333$349.1M0.35%
123
ATOATMOS ENERGY CORP
3,750$348.0M0.35%
124
IWOISHARES TR
2,049$344.0M0.35%
125
FXIISHARES TR
8,801$344.0M0.35%
126
ARNCCHFARCONIC INC
20,319$343.0M0.35%
127
REGNREGENERON PHARMACEUTICALS
877,965$327.9M0.33%
128
QVCAUSDQURATE RETAIL INC
16,570,101$323.4M0.33%
129
FCXFREEPORT-MCMORAN INC
31,332,708$323.0M0.33%
130
WDCWESTERN DIGITAL CORP
8,659,969$320.2M0.32%
131
IHS MARKIT LTD
6,630,328$318.1M0.32%
132
CATCATERPILLAR INC DEL
2,480,510$315.2M0.32%
133
NUANEURNUANCE COMMUNICATIONS INC
23,787,982$314.7M0.32%
134
FLRFLUOR CORP NEW
9,668,807$311.3M0.31%
135
WMTWALMART INC
3,303,790$307.7M0.31%
136
CMGCHIPOTLE MEXICAN GRILL INC
707,414$305.5M0.31%
137
INTCINTEL CORP
6,472,807$303.8M0.31%
138
UNPUNION PAC CORP
2,193,505$303.2M0.31%
139
FDNFIRST TR EXCHANGE TRADED FD
2,596$303.0M0.31%
140
ADIANALOG DEVICES INC
3,500$300.0M0.30%
141
MCDMCDONALDS CORP
1,687,064$299.6M0.30%
142
OPUS BK IRVINE CALIF
15,286$299.0M0.30%
143
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
8,052,492$297.8M0.30%
144
EPDENTERPRISE PRODS PARTNERS L
11,994,832$295.0M0.30%
145
WECWEC ENERGY GROUP INC
4,244,492$294.0M0.30%
146
MAMASTERCARD INCORPORATED
1,557,820$293.9M0.30%
147
AIGAMERICAN INTL GROUP INC
7,408,096$292.0M0.30%
148
PEPPEPSICO INC
2,627,660$290.3M0.29%
149
KMIKINDER MORGAN INC DEL
18,861,744$290.1M0.29%
150
ICLRICON PLC
2,222,081$287.1M0.29%
151
BABAALIBABA GROUP HLDG LTD
2,094,226$287.1M0.29%
152
CLBCORE LABORATORIES N V
4,805,188$286.7M0.29%
153
IGSBISHARES TR
5,546$286.0M0.29%
154
VMWEURVMWARE INC
2,082,178$285.5M0.29%
155
AGGISHARES TR
2,680$285.0M0.29%
156
IGIBISHARES TR
5,425$284.0M0.29%
157
BRK-BBERKSHIRE HATHAWAY INC DEL
890$272.3M0.28%
158
NEENEXTERA ENERGY INC
1,565,450$272.1M0.28%
159
MCXMCCORMICK & CO INC
1,944,822$270.8M0.27%
160
RSPINVESCO EXCHANGE TRADED FD T
2,955$270.0M0.27%
161
BRK/BBERKSHIRE HATHAWAY INC DEL
1,312,059$267.9M0.27%
162
NOVEURNATIONAL OILWELL VARCO INC
10,269,857$263.9M0.27%
163
ALEXALEXANDER & BALDWIN INC NEW
14,285$263.0M0.27%
164
NTNXNUTANIX INC
6,322,817$263.0M0.27%
165
COOCOOPER COS INC
1,000$255.0M0.26%
166
PNCPNC FINL SVCS GROUP INC
2,104,966$246.1M0.25%
167
ETENERGY TRANSFER LP
18,554,573$245.1M0.25%
168
WBAWALGREENS BOOTS ALLIANCE INC
3,571$244.0M0.25%
169
GLREGREENLIGHT CAPITAL RE LTD
28,000$241.0M0.24%
170
SGENEURSEATTLE GENETICS INC
4,250$241.0M0.24%
171
VMCVULCAN MATLS CO
2,433,935$240.5M0.24%
172
BSXBOSTON SCIENTIFIC CORP
6,655$235.0M0.24%
173
CMICUMMINS INC
1,735$232.0M0.23%
174
ABEVAMBEV SA
59,099$232.0M0.23%
175
GDXVANECK VECTORS ETF TR
11,000$232.0M0.23%
176
GMGENERAL MTRS CO
6,853,914$229.3M0.23%
177
RCSPIMCO STRATEGIC INCOME FD IN
22,823$221.0M0.22%
178
KBIAKB FINANCIAL GROUP INC
5,247$220.0M0.22%
179
LBRDKLIBERTY BROADBAND CORP
3,013,433$217.1M0.22%
180
IPINTL PAPER CO
5,309,924$214.3M0.22%
181
SYKSTRYKER CORP
1,350$212.0M0.21%
182
FRMEFIRST MERCHANTS CORP
6,144$211.0M0.21%
183
PEOEXELON CORP
4,486,301$202.3M0.20%
184
BOHBANK HAWAII CORP
3,000$202.0M0.20%
185
SSFSENSIENT TECHNOLOGIES CORP
3,594$201.0M0.20%
186
TRVCCITIGROUP INC
3,848,168$200.3M0.20%
187
FTNTFORTINET INC
2,819,410$198.6M0.20%
188
TREXTREX CO INC
3,304,434$196.2M0.20%
189
CVXCHEVRON CORP NEW
1,797,297$195.5M0.20%
190
SUSUNCOR ENERGY INC NEW
6,970,624$195.0M0.20%
191
BXUSDBLACKSTONE GROUP L P
6,474,720$193.0M0.20%
192
CPRTCOPART INC
4,003,264$191.3M0.19%
193
ADPAUTOMATIC DATA PROCESSING IN
1,441,068$189.0M0.19%
194
S9QSPIRIT AEROSYSTEMS HLDGS INC
2,590$187.0M0.19%
195
BIPBROOKFIELD INFRAST PARTNERS
5,312,465$183.4M0.19%
196
GELGENESIS ENERGY L P
9,800,863$181.0M0.18%
197
CASYCASEYS GEN STORES INC
1,396,662$179.0M0.18%
198
NVDANVIDIA CORP
1,338,212$178.7M0.18%
199
WEPMAGELLAN MIDSTREAM PRTNRS LP
3,126,934$178.4M0.18%
200
R6C2ROYAL DUTCH SHELL PLC
2,947$177.0M0.18%
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