Brandywine Global Investment Management, LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$12.4B

Holdings

702

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (702 positions)

StockValue
OXYOCCIDENTAL PETE CORP
$35.0M
NUENUCOR CORP
$35.0M
COFCAPITAL ONE FINL CORP
$35.0M
FCXFREEPORT-MCMORAN INC
$35.0M
VLOVALERO ENERGY CORP
$34.0M
ADMARCHER DANIELS MIDLAND CO
$34.0M
BAXBAXTER INTL INC
$33.0M
ALVAUTOLIV INC
$32.0M
AZNASTRAZENECA PLC
$32.0M
PNCPNC FINL SVCS GROUP INC
$32.0M
LADLITHIA MTRS INC
$32.0M
GLWCORNING INC
$32.0M
METMETLIFE INC
$31.0M
7HPHP INC
$29.0M
KHCKRAFT HEINZ CO
$29.0M
SRESEMPRA
$29.0M
PG4PRINCIPAL FINANCIAL GROUP IN
$29.0M
BLDRBUILDERS FIRSTSOURCE INC
$29.0M
FITBFIFTH THIRD BANCORP
$27.0M
DHID R HORTON INC
$27.0M
PHPARKER-HANNIFIN CORP
$27.0M
RFREGIONS FINANCIAL CORP NEW
$27.0M
VTRSVIATRIS INC
$27.0M
8INSYNEOS HEALTH INC
$27.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$25.0M
ABGAMERISOURCEBERGEN CORP
$25.0M
KMIKINDER MORGAN INC DEL
$24.0M
BKBANK NEW YORK MELLON CORP
$24.0M
BBYBEST BUY INC
$24.0M
SCISERVICE CORP INTL
$24.0M
PCARPACCAR INC
$24.0M
MGAMAGNA INTL INC
$23.0M
HZNPHORIZON THERAPEUTICS PUB L
$23.0M
AMCRAMCOR PLC
$23.0M
DOWDOW INC
$23.0M
PAGPENSKE AUTOMOTIVE GRP INC
$21.0M
CMICUMMINS INC
$21.0M
LENLENNAR CORP
$21.0M
SYFSYNCHRONY FINANCIAL
$20.0M
CARRCARRIER GLOBAL CORPORATION
$20.0M
ESNTESSENT GROUP LTD
$20.0M
DVNDEVON ENERGY CORP NEW
$20.0M
LLOEWS CORP
$19.0M
WRBBERKLEY W R CORP
$19.0M
PRUPRUDENTIAL FINL INC
$19.0M
PGPROCTER AND GAMBLE CO
$19.0M
ALSALLSTATE CORP
$19.0M
ANAUTONATION INC
$19.0M
FLT1EURFLEETCOR TECHNOLOGIES INC
$19.0M
MRO*MARATHON OIL CORP
$19.0M
WMTWALMART INC
$18.0M
BIIBBIOGEN INC
$18.0M
STLDSTEEL DYNAMICS INC
$17.0M
EX9EXELIXIS INC
$17.0M
TRTN-PATRITON INTL LTD
$17.0M
WBAWALGREENS BOOTS ALLIANCE INC
$17.0M
WSMWILLIAMS SONOMA INC
$17.0M
LHLABORATORY CORP AMER HLDGS
$16.0M
HPEHEWLETT PACKARD ENTERPRISE C
$16.0M
ACGLARCH CAP GROUP LTD
$16.0M
URIUNITED RENTALS INC
$16.0M
STTSTATE STR CORP
$16.0M
AFGAMERICAN FINL GROUP INC OHIO
$15.0M
OKEONEOK INC NEW
$15.0M
AVTAVNET INC
$15.0M
FNFFIDELITY NATIONAL FINANCIAL
$15.0M
ESEVERSOURCE ENERGY
$15.0M
ALSNALLISON TRANSMISSION HLDGS I
$15.0M
TROWPRICE T ROWE GROUP INC
$15.0M
LGIHLGI HOMES INC
$15.0M
CHRWC H ROBINSON WORLDWIDE INC
$15.0M
EMNEASTMAN CHEM CO
$14.0M
NWENORTHWESTERN CORP
$14.0M
GPIGROUP 1 AUTOMOTIVE INC
$14.0M
CBRECBRE GROUP INC
$14.0M
EXPDEXPEDITORS INTL WASH INC
$14.0M
CNXCNX RES CORP
$14.0M
TPRTAPESTRY INC
$13.0M
DVADAVITA INC
$13.0M
NXSTNEXSTAR MEDIA GROUP INC
$13.0M
ARWARROW ELECTRS INC
$13.0M
AWGASBURY AUTOMOTIVE GROUP INC
$13.0M
PHMPULTE GROUP INC
$13.0M
MOSMOSAIC CO NEW
$13.0M
TPHTRI POINTE HOMES INC
$13.0M
BABAALIBABA GROUP HLDG LTD
$13.0M
ASOACADEMY SPORTS & OUTDOORS IN
$13.0M
ORIOLD REP INTL CORP
$12.0M
PPLPPL CORP
$12.0M
RRYDER SYS INC
$12.0M
RIGTRANSOCEAN LTD
$12.0M
WDC 1.5 02/01/24WESTERN DIGITAL CORP.
$12.0M
NSCNORFOLK SOUTHN CORP
$12.0M
TXTTEXTRON INC
$12.0M
GRBKGREEN BRICK PARTNERS INC
$12.0M
KELKELLOGG CO
$12.0M
SIGSIGNET JEWELERS LIMITED
$12.0M
JELDJELD-WEN HLDG INC
$12.0M
CAHCARDINAL HEALTH INC
$12.0M
KBHKB HOME
$12.0M
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