Clearbridge Investments, LLC Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$101.2B

Holdings

735

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (735 positions)

StockValue
WPMWheaton Precious Metals Corp
$26.7B
MUMicron Technology Inc
$26.1B
AAAlcoa Corp
$26.0B
STAASTAAR Surgical Co
$25.5B
Textainer Group Holdings Ltd
$25.2B
HAYWHayward Holdings Inc
$25.1B
REEverest Re Group Ltd
$25.1B
SSentinelOne Inc
$25.0B
AZOAutoZone Inc
$24.7B
CCSCentury Communities Inc
$23.9B
Leslie's Inc
$23.9B
ZETAZeta Global Holdings Corp
$23.9B
KMBKimberly-Clark Corp
$23.9B
PCORProcore Technologies Inc
$23.8B
SUNSunoco LP
$23.7B
CVLTCommVault Systems Inc
$23.7B
KRGKite Realty Group Trust
$23.4B
VMWEURVMware Inc
$23.4B
DHDefinitive Healthcare Corp
$23.4B
SHOPShopify Inc
$23.3B
HHC*Howard Hughes Corp/The
$23.1B
GTLBGitlab Inc
$22.9B
FITBFifth Third Bancorp
$22.6B
OZKBank OZK
$22.3B
LADLithia Motors Inc
$22.0B
FRSHFreshworks Inc
$21.6B
ZLABZai Lab Ltd
$21.3B
CYRXCryoPort Inc
$21.3B
WMSAdvanced Drainage Systems Inc
$21.1B
YOUClear Secure Inc
$21.0B
CDPCorporate Office Properties Trust
$20.6B
GPIGroup 1 Automotive Inc
$20.6B
HEPUSDHolly Energy Partners LP
$20.2B
WAFDWashington Federal Inc
$20.1B
SYFSynchrony Financial
$19.9B
CADECadence Bank
$19.7B
MGYMagnolia Oil & Gas Corp
$19.6B
NSUSDNuStar Energy LP
$19.0B
BKHBlack Hills Corp
$18.9B
PRIMPrimoris Services Corp
$18.8B
CVGWCalavo Growers Inc
$18.6B
WSBCWesBanco Inc
$18.4B
DKLDelek Logistics Partners LP
$18.4B
S9QSpirit Aerosystems Holdings Inc
$18.3B
THCTenet Healthcare Corp
$18.3B
LVSLas Vegas Sands Corp
$18.2B
LASRnLight Inc
$18.1B
AMATApplied Materials Inc
$18.1B
WF2Wintrust Financial Corp
$18.0B
FLNCFluence Energy Inc
$17.8B
HPHelmerich & Payne Inc
$17.7B
PORPortland General Electric Co
$17.5B
TEXTerex Corp
$17.2B
HLMNHillman Solutions Corp
$16.9B
GLPIGaming and Leisure Properties Inc
$16.9B
HUNHuntsman Corp
$16.7B
NMIHNMI Holdings Inc
$16.5B
RUSHARush Enterprises Inc
$16.3B
AGOAssured Guaranty Ltd
$15.8B
MRTNMarten Transport Ltd
$15.8B
ITRIItron Inc
$15.8B
EXPEagle Materials Inc
$15.7B
WSFSWSFS Financial Corp
$15.6B
TXG10X Genomics Inc
$15.5B
CRBGCorebridge Financial Inc
$15.2B
PCHPotlatchDeltic Corp
$15.2B
CTOSCustom Truck One Source Inc
$15.0B
ENSEnerSys
$14.8B
WECWEC Energy Group Inc
$14.8B
BROSDutch Bros Inc
$14.8B
VBTXVeritex Holdings Inc
$14.7B
LNTHLantheus Holdings Inc
$14.2B
PRGPROG Holdings Inc
$14.2B
IASIntegral Ad Science Holding Corp
$14.1B
G2CEveri Holdings Inc
$14.0B
FANGDiamondback Energy Inc
$13.9B
PLABPhotronics Inc
$13.9B
CAPLCrossAmerica Partners LP
$13.9B
RLJRLJ Lodging Trust
$13.8B
ICFIICF International Inc
$13.6B
PKNPerkinElmer Inc
$13.6B
CNXCNX Resources Corp
$13.5B
UTZUtz Brands Inc
$13.5B
ALNYAlnylam Pharmaceuticals Inc
$13.5B
ETRNUSDEquitrans Midstream Corp
$13.4B
VSTOEURVista Outdoor Inc
$13.4B
NBHCNational Bank Holdings Corp
$13.3B
LXPUSDLXP Industrial Trust
$13.3B
NTRNutrien Ltd
$13.2B
ONTOOnto Innovation Inc
$13.2B
LM05Liberty Media Corp-Liberty Formula One
$13.2B
MURMurphy Oil Corp
$13.1B
CMCCommercial Metals Co
$12.9B
KFYKorn Ferry
$12.9B
ECPGEncore Capital Group Inc
$12.8B
SEMRSemrush Holdings Inc
$12.7B
RCM1USDR1 RCM Inc
$12.7B
URBNUrban Outfitters Inc
$12.5B
AEISAdvanced Energy Industries Inc
$12.3B
RWTRedwood Trust Inc
$12.1B
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