Brandywine Global Investment Management, LLC Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$13.7B

Holdings

712

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (712 positions)

StockValue
JNJJOHNSON & JOHNSON
$431.5M
JPMJPMORGAN CHASE & CO
$373.2M
BACBK OF AMERICA CORP
$353.7M
XOMEXXON MOBIL CORP
$259.0M
ORCLORACLE CORP
$245.4M
ABBVABBVIE INC
$202.1M
CVSCVS HEALTH CORP
$178.9M
CSCOCISCO SYS INC
$174.2M
TRVCCITIGROUP INC
$167.8M
CMCSACOMCAST CORP NEW
$163.2M
NEMNEWMONT CORP
$160.9M
MRKMERCK & CO INC
$156.7M
LMTLOCKHEED MARTIN CORP
$152.8M
ELVANTHEM INC
$146.1M
LOWLOWES COS INC
$140.7M
CVXCHEVRON CORP NEW
$137.3M
BMYBRISTOL-MYERS SQUIBB CO
$133.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$124.2M
TMUST-MOBILE US INC
$123.1M
GSGOLDMAN SACHS GROUP INC
$121.5M
AXPAMERICAN EXPRESS CO
$109.9M
UPSUNITED PARCEL SERVICE INC
$109.2M
4I1PHILIP MORRIS INTL INC
$108.5M
CICIGNA CORP NEW
$106.8M
DYHTARGET CORP
$101.0M
WFCWELLS FARGO CO NEW
$97.3M
DDDUPONT DE NEMOURS INC
$96.7M
DEDEERE & CO
$95.4M
DISH 3.375 08/15/26DISH NETWORK CORPORATION
$91.9M
METAMETA PLATFORMS INC
$91.1M
WTWWILLIS TOWERS WATSON PLC LTD
$88.5M
KRKROGER CO
$87.2M
EIXEDISON INTL
$82.2M
TERTERADYNE INC
$81.2M
IBMINTERNATIONAL BUSINESS MACHS
$81.1M
HCAHCA HEALTHCARE INC
$80.7M
MUMICRON TECHNOLOGY INC
$80.6M
NUENUCOR CORP
$78.9M
USBUS BANCORP DEL
$78.9M
CBCHUBB LIMITED
$77.3M
FDXFEDEX CORP
$77.3M
FEFIRSTENERGY CORP
$77.0M
PHMPULTE GROUP INC
$76.3M
VNTVONTIER CORPORATION
$71.3M
MOALTRIA GROUP INC
$71.3M
NINISOURCE INC
$67.2M
EOGEOG RES INC
$66.1M
SOSOUTHERN CO
$65.9M
GDGENERAL DYNAMICS CORP
$65.7M
DDOMINION ENERGY INC
$65.7M
PFEPFIZER INC
$65.5M
JNPJUNIPER NETWORKS INC
$63.7M
INGRINGREDION INC
$62.7M
FFORD MTR CO DEL
$62.6M
TSNTYSON FOODS INC
$62.5M
QCOMQUALCOMM INC
$62.5M
CCKCROWN HLDGS INC
$62.2M
BPBP PLC
$61.9M
TRVTRAVELERS COMPANIES INC
$61.7M
DWDMORGAN STANLEY
$61.3M
GPNGLOBAL PMTS INC
$60.9M
DHID R HORTON INC
$60.7M
TFCTRUIST FINL CORP
$60.7M
AERAERCAP HOLDINGS NV
$59.8M
IWDISHARES TR
$59.2M
GSKGLAXOSMITHKLINE PLC
$58.4M
PNCPNC FINL SVCS GROUP INC
$58.0M
COFCAPITAL ONE FINL CORP
$56.1M
GMGENERAL MTRS CO
$55.7M
AMGNAMGEN INC
$54.9M
METMETLIFE INC
$53.4M
MDTMEDTRONIC PLC
$53.4M
NOCNORTHROP GRUMMAN CORP
$53.2M
JAZZJAZZ PHARMACEUTICALS PLC
$52.9M
GILDGILEAD SCIENCES INC
$51.9M
CAGCONAGRA BRANDS INC
$51.4M
WDC 1.5 02/01/24WESTERN DIGITAL CORP.
$50.9M
ZBHZIMMER BIOMET HOLDINGS INC
$50.7M
ALSALLSTATE CORP
$49.9M
THOTHOR INDS INC
$49.9M
SLMSLM CORP
$48.9M
ALKALASKA AIR GROUP INC
$48.1M
ADMARCHER DANIELS MIDLAND CO
$48.1M
PEOEXELON CORP
$47.1M
MCKMCKESSON CORP
$47.1M
NYCBEURNEW YORK CMNTY BANCORP INC
$46.1M
STLDSTEEL DYNAMICS INC
$45.9M
CRCCANADIAN NAT RES LTD
$45.0M
7HPHP INC
$44.8M
EMNEASTMAN CHEM CO
$44.7M
PPLPPL CORP
$44.6M
COPCONOCOPHILLIPS
$44.3M
AFLAFLAC INC
$44.2M
RGAREINSURANCE GRP OF AMERICA I
$43.8M
HUNHUNTSMAN CORP
$43.0M
BPOPPOPULAR INC
$41.0M
TAT&T INC
$40.3M
DGXQUEST DIAGNOSTICS INC
$39.3M
DALDELTA AIR LINES INC DEL
$39.3M
SHELSHELL PLC
$38.8M
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