Brandywine Global Investment Management, LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$14.5B

Holdings

842

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (842 positions)

StockValue
JPMJPMORGAN CHASE & CO
$459.1M
TRVCCITIGROUP INC
$392.9M
PFEPFIZER INC
$353.5M
CVXCHEVRON CORP NEW
$301.2M
JNJJOHNSON & JOHNSON
$300.9M
XOMEXXON MOBIL CORP
$278.6M
AAPLAPPLE INC
$274.9M
CSCOCISCO SYS INC
$253.9M
INTCINTEL CORP
$250.1M
GMGENERAL MTRS CO
$232.7M
BPBP PLC
$223.7M
WFCWELLS FARGO CO NEW
$221.4M
BACVERIZON COMMUNICATIONS INC
$213.0M
ORCLORACLE CORP
$203.7M
CRCCANADIAN NAT RES LTD
$177.4M
TAT&T INC
$171.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$166.9M
SLBSCHLUMBERGER LTD
$162.1M
MRKMERCK & CO INC
$157.7M
KKRKKR & CO INC
$151.4M
COPCONOCOPHILLIPS
$150.4M
METAFACEBOOK INC
$146.5M
AMGNAMGEN INC
$133.2M
CMCSACOMCAST CORP NEW
$131.7M
IBMINTERNATIONAL BUSINESS MACHS
$123.6M
GILDGILEAD SCIENCES INC
$119.2M
DALDELTA AIR LINES INC DEL
$116.5M
MGAMAGNA INTL INC
$116.5M
AALAMERICAN AIRLS GROUP INC
$111.9M
HONHONEYWELL INTL INC
$109.5M
4I1PHILIP MORRIS INTL INC
$109.1M
BXUSDBLACKSTONE GROUP L P
$101.8M
TAPMOLSON COORS BREWING CO
$99.7M
TSNTYSON FOODS INC
$98.1M
ABBVABBVIE INC
$94.5M
DHID R HORTON INC
$90.9M
BMYBRISTOL MYERS SQUIBB CO
$89.7M
NEMNEWMONT MNG CORP
$87.7M
NCLHNORWEGIAN CRUISE LINE HLDG L
$86.7M
MOALTRIA GROUP INC
$85.4M
AXPAMERICAN EXPRESS CO
$83.9M
AERAERCAP HOLDINGS NV
$83.7M
MHKMOHAWK INDS INC
$83.3M
DWDMORGAN STANLEY
$83.1M
CCKCROWN HOLDINGS INC
$82.1M
CVSCVS HEALTH CORP
$79.5M
EMNEASTMAN CHEMICAL CO
$76.1M
TRVTRAVELERS COMPANIES INC
$73.5M
ETRAE TRADE FINANCIAL CORP
$72.9M
CATCATERPILLAR INC DEL
$72.4M
MUMICRON TECHNOLOGY INC
$71.9M
IPGPIPG PHOTONICS CORP
$71.2M
USBUS BANCORP DEL
$70.3M
SANBANCO SANTANDER SA
$68.1M
UPSUNITED PARCEL SERVICE INC
$67.9M
LMTLOCKHEED MARTIN CORP
$67.4M
DOWDUPONT INC
$65.7M
KMIKINDER MORGAN INC DEL
$65.3M
GSGOLDMAN SACHS GROUP INC
$64.4M
NVDANVIDIA CORP
$63.3M
WBAWALGREENS BOOTS ALLIANCE INC
$60.8M
IVZINVESCO LTD
$58.8M
CBCHUBB LIMITED
$57.5M
R6C2ROYAL DUTCH SHELL PLC
$57.4M
PSXPHILLIPS 66
$52.1M
MDLZMONDELEZ INTL INC
$51.9M
DYHTARGET CORP
$51.9M
SLMSLM CORP
$51.4M
PNCPNC FINL SVCS GROUP INC
$51.3M
EBAEBAY INC
$51.1M
BIIBBIOGEN INC
$50.5M
TXNTEXAS INSTRS INC
$50.2M
METMETLIFE INC
$49.4M
IWDISHARES TR
$48.5M
HALHALLIBURTON CO
$47.8M
HUNHUNTSMAN CORP
$45.8M
OXYOCCIDENTAL PETE CORP
$45.4M
BKBANK NEW YORK MELLON CORP
$45.2M
JAZZJAZZ PHARMACEUTICALS PLC
$44.2M
MYLAN N V
$42.6M
CCLCARNIVAL CORP
$42.4M
FCXFREEPORT-MCMORAN INC
$42.2M
DEDEERE & CO
$40.4M
HCAHCA HEALTHCARE INC
$40.3M
GDGENERAL DYNAMICS CORP
$38.8M
CELGCELGENE CORP
$37.2M
NOCNORTHROP GRUMMAN CORP
$36.3M
AFLAFLAC INC
$34.4M
AEPAMERICAN ELEC PWR CO INC
$34.2M
PRUPRUDENTIAL FINL INC
$34.2M
DFSEURDISCOVER FINL SVCS
$33.6M
GLWCORNING INC
$33.6M
LYBLYONDELLBASELL INDUSTRIES N
$32.9M
COFCAPITAL ONE FINL CORP
$32.7M
BBTUSDBB&T CORP
$32.0M
SUNTRUST BKS INC
$31.7M
ETNEATON CORP PLC
$31.4M
HORIZON PHARMA PLC
$31.0M
PPGPPG INDS INC
$30.5M
PGRPROGRESSIVE CORP OHIO
$30.5M
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