Brandywine Global Investment Management, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$13.8T

Holdings

696

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (696 positions)

StockValue
PFEPFIZER INC
$35.1M
GISGENERAL MLS INC
$34.9M
KVUEKENVUE INC
$34.2M
SNYSANOFI
$33.6M
ALVAUTOLIV INC
$33.5M
PCARPACCAR INC
$33.0M
FFORD MTR CO DEL
$32.5M
METMETLIFE INC
$32.4M
ADMARCHER DANIELS MIDLAND CO
$32.4M
FCXFREEPORT-MCMORAN INC
$32.4M
PHMPULTE GROUP INC
$31.5M
MGAMAGNA INTL INC
$31.1M
ABGCENCORA INC
$30.9M
PKGPACKAGING CORP AMER
$30.7M
OXYOCCIDENTAL PETE CORP
$30.1M
OGNORGANON & CO
$30.0M
LENLENNAR CORP
$29.5M
JBLJABIL INC
$29.1M
LPLALPL FINL HLDGS INC
$29.0M
WMBWILLIAMS COS INC
$28.8M
HONHONEYWELL INTL INC
$28.3M
MGMMGM RESORTS INTERNATIONAL
$27.5M
COFCAPITAL ONE FINL CORP
$27.5M
PNCPNC FINL SVCS GROUP INC
$27.2M
ALAIR LEASE CORP
$27.2M
OCOWENS CORNING NEW
$26.5M
UGIUGI CORP NEW
$26.3M
SCISERVICE CORP INTL
$26.0M
KBHKB HOME
$25.4M
BKBANK NEW YORK MELLON CORP
$25.0M
CTRACOTERRA ENERGY INC
$24.6M
MTGMGIC INVT CORP WIS
$24.5M
7HPHP INC
$24.4M
URIUNITED RENTALS INC
$24.3M
NTAPNETAPP INC
$24.1M
EMNEASTMAN CHEM CO
$23.7M
A4SAMERIPRISE FINL INC
$23.6M
CABO 1.125 03/15/28CABLE ONE INC
$23.4M
PAGPENSKE AUTOMOTIVE GRP INC
$23.4M
MRO*MARATHON OIL CORP
$23.3M
SLMSLM CORP
$23.2M
KHCKRAFT HEINZ CO
$23.1M
SRESEMPRA
$22.9M
PRUPRUDENTIAL FINL INC
$22.6M
EXPDEXPEDITORS INTL WASH INC
$22.5M
ANAUTONATION INC
$22.1M
DRIDARDEN RESTAURANTS INC
$22.0M
WMTWALMART INC
$21.8M
PEGPUBLIC SVC ENTERPRISE GRP IN
$21.5M
JCIJOHNSON CTLS INTL PLC
$21.3M
KMIKINDER MORGAN INC DEL
$21.3M
FCNCAFIRST CTZNS BANCSHARES INC N
$21.1M
CMICUMMINS INC
$21.0M
AIGAMERICAN INTL GROUP INC
$20.7M
MCHPMICROCHIP TECHNOLOGY INC.
$20.5M
UNMUNUM GROUP
$20.4M
PGPROCTER AND GAMBLE CO
$20.3M
DOWDOW INC
$20.1M
CNXCNX RES CORP
$20.0M
CSLCARLISLE COS INC
$19.6M
PYPLPAYPAL HLDGS INC
$19.5M
GLGLOBE LIFE INC
$19.4M
SMSM ENERGY CO
$19.3M
BCCBOISE CASCADE CO DEL
$19.2M
DKSDICKS SPORTING GOODS INC
$19.1M
DFSEURDISCOVER FINL SVCS
$19.0M
SIGSIGNET JEWELERS LIMITED
$19.0M
LNGCHENIERE ENERGY INC
$18.8M
RRYDER SYS INC
$18.7M
FBINFORTUNE BRANDS INNOVATIONS I
$18.5M
BGBUNGE GLOBAL SA
$18.3M
ACGLARCH CAP GROUP LTD
$18.1M
CNCCENTENE CORP DEL
$17.8M
TPHTRI POINTE HOMES INC
$17.8M
HIGHARTFORD FINL SVCS GROUP INC
$17.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$17.7M
IPGINTERPUBLIC GROUP COS INC
$17.3M
AFGAMERICAN FINL GROUP INC OHIO
$17.2M
LHXL3HARRIS TECHNOLOGIES INC
$17.1M
ARWARROW ELECTRS INC
$17.1M
HALHALLIBURTON CO
$17.0M
GPIGROUP 1 AUTOMOTIVE INC
$16.4M
ORIOLD REP INTL CORP
$16.3M
AVTAVNET INC
$15.5M
TOLTOLL BROTHERS INC
$15.2M
JELDJELD-WEN HLDG INC
$15.1M
OLNOLIN CORP
$15.1M
CAHCARDINAL HEALTH INC
$15.0M
VSTVISTRA CORP
$15.0M
TEXTEREX CORP NEW
$14.8M
AXSAXIS CAP HLDGS LTD
$14.8M
JXNJACKSON FINANCIAL INC
$14.8M
AMCRAMCOR PLC
$14.8M
WMSADVANCED DRAIN SYS INC DEL
$14.5M
HPEHEWLETT PACKARD ENTERPRISE C
$14.5M
RDNRADIAN GROUP INC
$14.4M
JHGJANUS HENDERSON GROUP PLC
$14.3M
0J7QIAC INC
$14.2M
ASBASSOCIATED BANC CORP
$14.2M
GLWCORNING INC
$14.2M
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