Brandywine Global Investment Management, LLC Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$15.9B

Holdings

892

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (892 positions)

StockValue
JPMJPMORGAN CHASE & CO
$595.0M
TRVCCITIGROUP INC
$480.9M
AAPLAPPLE INC
$432.3M
CSCOCISCO SYS INC
$353.7M
JNJJOHNSON & JOHNSON
$311.6M
PFEPFIZER INC
$280.8M
WFCWELLS FARGO CO NEW
$246.8M
BPBP PLC
$242.7M
GMGENERAL MTRS CO
$239.9M
INTCINTEL CORP
$234.8M
DISDISNEY WALT CO
$217.2M
BACBANK AMER CORP
$208.2M
CVXCHEVRON CORP NEW
$205.7M
CRCCANADIAN NAT RES LTD
$196.1M
BACVERIZON COMMUNICATIONS INC
$187.8M
COPCONOCOPHILLIPS
$182.1M
CMCSACOMCAST CORP NEW
$171.4M
KKR & CO L P DEL
$170.6M
ORCLORACLE CORP
$169.7M
ABBVABBVIE INC
$157.6M
GILDGILEAD SCIENCES INC
$148.3M
DALDELTA AIR LINES INC DEL
$147.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$142.4M
MUMICRON TECHNOLOGY INC
$139.7M
IBMINTERNATIONAL BUSINESS MACHS
$136.8M
AALAMERICAN AIRLS GROUP INC
$128.1M
AMGNAMGEN INC
$126.7M
AERAERCAP HOLDINGS NV
$125.2M
DVNDEVON ENERGY CORP NEW
$124.0M
DWDMORGAN STANLEY
$121.3M
WMTWALMART INC
$121.3M
GSGOLDMAN SACHS GROUP INC
$118.4M
HPHELMERICH & PAYNE INC
$114.8M
BXUSDBLACKSTONE GROUP L P
$111.5M
SLBSCHLUMBERGER LTD
$105.6M
TWXCHFTIME WARNER INC
$104.6M
AXPAMERICAN EXPRESS CO
$100.9M
MGAMAGNA INTL INC
$100.6M
HONHONEYWELL INTL INC
$99.6M
UALUNITED CONTL HLDGS INC
$95.5M
TAT&T INC
$93.3M
UTXZUNITED TECHNOLOGIES CORP
$91.2M
MYLAN N V
$86.9M
RSRELIANCE STEEL & ALUMINUM CO
$83.7M
AWNADVANCE AUTO PARTS INC
$82.9M
TRVTRAVELERS COMPANIES INC
$82.4M
DHID R HORTON INC
$80.5M
USBUS BANCORP DEL
$80.3M
CVSCVS HEALTH CORP
$77.0M
GTGOODYEAR TIRE & RUBR CO
$76.7M
TAPMOLSON COORS BREWING CO
$76.5M
SYFSYNCHRONY FINL
$75.7M
CCKCROWN HOLDINGS INC
$75.4M
LOWLOWES COS INC
$75.3M
APCANADARKO PETE CORP
$73.8M
ETNEATON CORP PLC
$73.8M
EMNEASTMAN CHEM CO
$73.0M
SCSANTANDER CONSUMER USA HDG I
$72.9M
BBBYEURBED BATH & BEYOND INC
$69.6M
FDCFIRST DATA CORP NEW
$69.5M
UPSUNITED PARCEL SERVICE INC
$69.4M
PNCPNC FINL SVCS GROUP INC
$68.9M
ELVANTHEM INC
$67.6M
KMIKINDER MORGAN INC DEL
$63.9M
OMFONEMAIN HLDGS INC
$63.5M
ACMAECOM
$62.9M
CBCHUBB LIMITED
$61.2M
CCLCARNIVAL CORP
$60.9M
SLMSLM CORP
$57.6M
AMATAPPLIED MATLS INC
$56.2M
BIIBBIOGEN INC
$55.8M
EXPRESS SCRIPTS HLDG CO
$55.7M
NCLHNORWEGIAN CRUISE LINE HLDGS
$55.3M
DYHTARGET CORP
$53.2M
HORIZON PHARMA PLC
$53.2M
DKSDICKS SPORTING GOODS INC
$52.5M
RDNRADIAN GROUP INC
$51.9M
METMETLIFE INC
$51.6M
AETNA INC NEW
$50.6M
BKBANK NEW YORK MELLON CORP
$50.3M
PSXPHILLIPS 66
$50.1M
AIGAMERICAN INTL GROUP INC
$49.9M
HN9HANESBRANDS INC
$49.5M
CICIGNA CORPORATION
$48.1M
FDXFEDEX CORP
$46.7M
LYBLYONDELLBASELL INDUSTRIES N
$45.9M
STTSTATE STR CORP
$43.8M
MIC2EURMACQUARIE INFRASTRUCTURE COR
$42.7M
PRUPRUDENTIAL FINL INC
$42.1M
DFSEURDISCOVER FINL SVCS
$41.8M
COFCAPITAL ONE FINL CORP
$41.8M
VLOVALERO ENERGY CORP NEW
$41.8M
MPCMARATHON PETE CORP
$41.7M
FFORD MTR CO DEL
$41.6M
DUKDUKE ENERGY CORP NEW
$41.3M
TUPTUPPERWARE BRANDS CORP
$41.2M
AFLAFLAC INC
$40.5M
TJXTJX COS INC NEW
$40.2M
CELGCELGENE CORP
$40.1M
ALSALLSTATE CORP
$39.9M
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