Brandywine Global Investment Management, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$14.2B
Holdings
572
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (572 positions)
| Stock | Value |
|---|---|
MTGMGIC INVT CORP WIS | $14.3M |
CPACOPA HOLDINGS SA | $14.3M |
DGXQUEST DIAGNOSTICS INC | $14.2M |
REZIRESIDEO TECHNOLOGIES INC | $14.1M |
BKHBLACK HILLS CORP | $13.9M |
SEICSEI INVTS CO | $13.9M |
CINFCINCINNATI FINL CORP | $13.8M |
ULTAULTA BEAUTY INC | $13.7M |
PORPORTLAND GEN ELEC CO | $13.5M |
EXPEEXPEDIA GROUP INC | $13.3M |
WSMWILLIAMS SONOMA INC | $13.1M |
RLRALPH LAUREN CORP | $13.1M |
SNASNAP ON INC | $12.9M |
GTGOODYEAR TIRE & RUBR CO | $12.9M |
FCNCAFIRST CTZNS BANCSHARES INC N | $12.9M |
MATXMATSON INC | $12.8M |
METAMETA PLATFORMS INC | $12.8M |
RDNRADIAN GROUP INC | $12.7M |
TPRTAPESTRY INC | $12.7M |
DLTRDOLLAR TREE INC | $12.5M |
WGO 3.25 01/15/30WINNEBAGO INDS INC | $12.3M |
ECPG 4 03/15/29ENCORE CAP GROUP INC | $12.3M |
GRBKGREEN BRICK PARTNERS INC | $12.2M |
0J7QIAC INC | $12.1M |
LUVSOUTHWEST AIRLS CO | $12.0M |
LULULULULEMON ATHLETICA INC | $12.0M |
AFGAMERICAN FINL GROUP INC OHIO | $12.0M |
GENGEN DIGITAL INC | $11.9M |
HBANHUNTINGTON BANCSHARES INC | $11.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $11.9M |
TGNATEGNA INC | $11.8M |
OZKBANK OZK LITTLE ROCK ARK | $11.7M |
LLOEWS CORP | $11.7M |
WHWYNDHAM HOTELS & RESORTS INC | $11.6M |
AGOASSURED GUARANTY LTD | $11.4M |
FNBF N B CORP | $11.3M |
EQHEQUITABLE HLDGS INC | $11.2M |
DOVDOVER CORP | $11.2M |
CPAYCORPAY INC | $11.2M |
PFSIPENNYMAC FINL SVCS INC NEW | $11.2M |
MKLMARKEL GROUP INC | $11.1M |
TPHTRI POINTE HOMES INC | $11.1M |
PKGPACKAGING CORP AMER | $11.1M |
RSRELIANCE INC | $11.0M |
VCVISTEON CORP | $10.9M |
CGCARLYLE GROUP INC | $10.9M |
NWENORTHWESTERN ENERGY GROUP IN | $10.9M |
FOXAFOX CORP | $10.9M |
THCTENET HEALTHCARE CORP | $10.9M |
ASOACADEMY SPORTS & OUTDOORS IN | $10.8M |
VACMARRIOTT VACATIONS WORLDWIDE | $10.8M |
MDUMDU RES GROUP INC | $10.7M |
PG4PRINCIPAL FINANCIAL GROUP IN | $10.7M |
TROWPRICE T ROWE GROUP INC | $10.6M |
BABAALIBABA GROUP HLDG LTD | $10.6M |
EVRGEVERGY INC | $10.5M |
AVAAVISTA CORP | $10.4M |
TXTTEXTRON INC | $10.4M |
BB4AXOS FINANCIAL INC | $10.3M |
EXPDEXPEDITORS INTL WASH INC | $10.2M |
GPCGENUINE PARTS CO | $10.2M |
BKEBUCKLE INC | $10.1M |
ADTADT INC DEL | $10.1M |
CFGCITIZENS FINL GROUP INC | $9.9M |
MASMASCO CORP | $9.8M |
MOHMOLINA HEALTHCARE INC | $9.8M |
DXCDXC TECHNOLOGY CO | $9.7M |
ABCBAMERIS BANCORP | $9.6M |
EMNEASTMAN CHEM CO | $9.6M |
GHCGRAHAM HLDGS CO | $9.5M |
VCTRVICTORY CAP HLDGS INC | $9.4M |
CRBGCOREBRIDGE FINL INC | $9.3M |
IBOCINTERNATIONAL BANCSHARES COR | $9.3M |
CNMCORE & MAIN INC | $9.1M |
UI2KEMPER CORP | $9.1M |
TRGPTARGA RES CORP | $9.0M |
LEALEAR CORP | $8.9M |
PINCPREMIER INC | $8.7M |
FTITECHNIPFMC PLC | $8.7M |
REEVEREST GROUP LTD | $8.7M |
OCOWENS CORNING NEW | $8.6M |
BYDBOYD GAMING CORP | $8.5M |
COSCNO FINL GROUP INC | $8.2M |
GNWGENWORTH FINL INC | $8.2M |
WECWEC ENERGY GROUP INC | $8.1M |
BHFBRIGHTHOUSE FINL INC | $8.1M |
ALLEALLEGION PLC | $8.1M |
FLEXFLEX LTD | $7.9M |
JLLJONES LANG LASALLE INC | $7.9M |
FT2FIRST HORIZON CORPORATION | $7.9M |
NWLNEWELL BRANDS INC | $7.9M |
MRKMERCK & CO INC | $7.8M |
UNMUNUM GROUP | $7.8M |
WCCWESCO INTL INC | $7.8M |
NMIHNMI HLDGS INC | $7.8M |
ACIALBERTSONS COS INC | $7.8M |
ENVAENOVA INTL INC | $7.7M |
UTHUNITED THERAPEUTICS CORP DEL | $7.7M |
MOSMOSAIC CO NEW | $7.7M |
HCCWARRIOR MET COAL INC | $7.6M |