Epoch Investment Partners, Inc. Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$19.4B

Holdings

285

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (285 positions)

StockValue
UVEUNIVERSAL INS HLDGS INC
$11.8B
CMSCMS ENERGY CORP
$11.8B
POOLPOOL CORPORATION
$11.8B
CABOT MICROELECTRONICS CORP
$11.7B
CGNXCOGNEX CORP
$11.5B
EGBNEAGLE BANCORP INC MD
$11.5B
TSAACI WORLDWIDE INC
$11.4B
MCRIMONARCH CASINO & RESORT INC
$10.8B
PPGPPG INDS INC
$10.7B
ROLROLLINS INC
$10.7B
ALGALAMO GROUP INC
$10.6B
LULULULULEMON ATHLETICA INC
$10.0B
DCIDONALDSON INC
$9.7B
ZNGAEURZYNGA INC
$9.4B
BERYEURBERRY GLOBAL GROUP INC
$9.1B
CYBRCYBERARK SOFTWARE LTD
$9.0B
APAMARTISAN PARTNERS ASSET MGMT
$8.9B
AMATAPPLIED MATLS INC
$8.8B
MNSTMONSTER BEVERAGE CORP NEW
$8.6B
UHSUNIVERSAL HLTH SVCS INC
$8.6B
MKSIMKS INSTRS INC
$8.4B
CUBECUBESMART
$8.3B
RHPRYMAN HOSPITALITY PPTYS INC
$8.2B
KAIKADANT INC
$8.0B
GNRCGENERAC HLDGS INC
$7.9B
ANGI1EURANGI HOMESERVICES INC
$7.5B
DOCUSDPHYSICIANS RLTY TR
$7.4B
CASYCASEYS GEN STORES INC
$7.4B
SHWSHERWIN WILLIAMS CO
$6.8B
MTCHEURMATCH GROUP INC
$6.6B
PCARPACCAR INC
$6.2B
FOXFFOX FACTORY HLDG CORP
$6.0B
SABRSABRE CORP
$5.9B
YELPYELP INC
$5.9B
DORMDORMAN PRODUCTS INC
$5.7B
DHILDIAMOND HILL INVESTMENT GROU
$5.5B
TCBITEXAS CAP BANCSHARES INC
$5.2B
BOTTOMLINE TECH DEL INC
$5.1B
MIMECAST LTD
$5.0B
PAYCPAYCOM SOFTWARE INC
$5.0B
LDOSLEIDOS HOLDINGS INC
$4.4B
USPHU S PHYSICAL THERAPY INC
$3.4B
INVHINVITATION HOMES INC
$3.3B
TTCTORO CO
$3.3B
WWEUSDWORLD WRESTLING ENTMT INC
$3.3B
LBRTLIBERTY OILFIELD SVCS INC
$3.1B
BATRAUSDLIBERTY MEDIA CORP DEL
$3.0B
BRBR1GBPBELLRING BRANDS INC
$3.0B
BLBDBLUE BIRD CORP
$3.0B
ULTAULTA BEAUTY INC
$2.9B
AEMAGNICO EAGLE MINES LTD
$2.9B
LADLITHIA MTRS INC
$2.9B
WWDWOODWARD INC
$2.6B
JJSFJ & J SNACK FOODS CORP
$2.3B
PGRPROGRESSIVE CORP OHIO
$2.2B
EXPEEXPEDIA GROUP INC
$2.2B
8CWCROWN CASTLE INTL CORP NEW
$2.1B
TAKTAKEDA PHARMACEUTICAL CO LTD
$1.8B
T77LENDINGTREE INC NEW
$1.8B
HXLHEXCEL CORP NEW
$1.8B
VENVENTAS INC
$1.7B
HIFSHINGHAM INSTN SVGS MASS
$1.6B
PYPLPAYPAL HLDGS INC
$1.6B
ICHRICHOR HOLDINGS
$1.5B
BRBROADRIDGE FINL SOLUTIONS IN
$1.5B
HOMBHOME BANCSHARES INC
$1.5B
SFBSSERVISFIRST BANCSHARES INC
$1.4B
TRUPTRUPANION INC
$1.4B
MKLMARKEL CORP
$1.3B
LSXMKUSDLIBERTY MEDIA CORP DEL
$1.3B
REEVEREST RE GROUP LTD
$1.3B
WRBBERKLEY W R CORP
$939.0M
PZENA INVESTMENT MGMT INC
$840.0M
CHTCHUNGHWA TELECOM CO LTD
$381.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$350.0M
ULUNILEVER PLC
$326.0M
SNYSANOFI
$307.0M
NVSNNOVARTIS AG
$306.0M
BCEBCE INC
$288.0M
GSKGLAXOSMITHKLINE PLC
$281.0M
TRPTC ENERGY CORP
$257.0M
TTENTOTAL S.A.
$255.0M
NMFCNEW MTN FIN CORP
$239.0M
NGGNATIONAL GRID PLC
$229.0M
TTELUS CORPORATION
$226.0M
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