Brandywine Global Investment Management, LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$13.2B

Holdings

676

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (676 positions)

StockValue
JPMJPMORGAN CHASE & CO
$445.3M
JNJJOHNSON & JOHNSON
$397.5M
BACBK OF AMERICA CORP
$386.5M
ORCLORACLE CORP
$276.9M
GMGENERAL MTRS CO
$209.8M
CMCSACOMCAST CORP NEW
$208.2M
TRVCCITIGROUP INC
$202.4M
XOMEXXON MOBIL CORP
$197.4M
INTCINTEL CORP
$188.7M
CSCOCISCO SYS INC
$164.4M
CVSCVS HEALTH CORP
$155.8M
LOWLOWES COS INC
$151.6M
GSGOLDMAN SACHS GROUP INC
$145.2M
AVGOBROADCOM INC
$136.4M
WFCWELLS FARGO CO NEW
$132.9M
ABBVABBVIE INC
$123.6M
ELVANTHEM INC
$117.3M
4I1PHILIP MORRIS INTL INC
$117.0M
DYHTARGET CORP
$116.9M
MUMICRON TECHNOLOGY INC
$104.9M
MMM3M CO
$103.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$98.1M
HDHOME DEPOT INC
$96.3M
TMUST-MOBILE US INC
$96.0M
KRKROGER CO
$94.8M
DISH 3.375 08/15/26DISH NETWORK CORPORATION
$93.3M
AXPAMERICAN EXPRESS CO
$92.9M
USBUS BANCORP DEL
$92.5M
UPSUNITED PARCEL SERVICE INC
$89.8M
TSNTYSON FOODS INC
$89.7M
IBMINTERNATIONAL BUSINESS MACHS
$88.9M
CICIGNA CORP NEW
$87.1M
DDDUPONT DE NEMOURS INC
$85.4M
HCAHCA HEALTHCARE INC
$84.1M
WTWWILLIS TOWERS WATSON PLC LTD
$81.0M
NEMNEWMONT CORP
$80.7M
INGRINGREDION INC
$78.2M
CFGCITIZENS FINL GROUP INC
$74.4M
JNPJUNIPER NETWORKS INC
$73.2M
DEDEERE & CO
$72.8M
COFCAPITAL ONE FINL CORP
$72.6M
DHID R HORTON INC
$71.4M
PHMPULTE GROUP INC
$70.2M
FDXFEDEX CORP
$69.3M
PNCPNC FINL SVCS GROUP INC
$66.0M
THOTHOR INDS INC
$65.2M
REGNREGENERON PHARMACEUTICALS
$64.9M
OMCOMNICOM GROUP INC
$64.9M
VNTVONTIER CORPORATION
$62.9M
FEFIRSTENERGY CORP
$62.7M
HUNHUNTSMAN CORP
$62.6M
TFCTRUIST FINL CORP
$62.5M
PFEPFIZER INC
$62.4M
CBCHUBB LIMITED
$62.1M
CTVACORTEVA INC
$61.3M
BPBP PLC
$61.2M
GILDGILEAD SCIENCES INC
$61.1M
SOSOUTHERN CO
$59.6M
MOALTRIA GROUP INC
$58.6M
GDGENERAL DYNAMICS CORP
$57.4M
FFORD MTR CO DEL
$56.4M
TRVTRAVELERS COMPANIES INC
$55.7M
AZNASTRAZENECA PLC
$54.8M
NINISOURCE INC
$53.1M
EIXEDISON INTL
$52.5M
EOGEOG RES INC
$52.5M
CCKCROWN HLDGS INC
$52.5M
NUENUCOR CORP
$52.3M
SLMSLM CORP
$52.1M
PEOEXELON CORP
$51.1M
CRCCANADIAN NAT RES LTD
$50.8M
AAALCOA CORP
$49.3M
EBAEBAY INC.
$49.0M
PPLPPL CORP
$47.9M
ALSALLSTATE CORP
$47.7M
METMETLIFE INC
$47.6M
CVXCHEVRON CORP NEW
$47.2M
PGRPROGRESSIVE CORP
$45.9M
GSKGLAXOSMITHKLINE PLC
$45.1M
ORLYOREILLY AUTOMOTIVE INC
$44.7M
TERTERADYNE INC
$44.6M
JAZZJAZZ PHARMACEUTICALS PLC
$44.4M
ANETEURARISTA NETWORKS INC
$43.5M
NYCBEURNEW YORK CMNTY BANCORP INC
$43.4M
BIIBBIOGEN INC
$43.3M
AERAERCAP HOLDINGS NV
$43.0M
BPOPPOPULAR INC
$42.0M
EMNEASTMAN CHEM CO
$41.6M
BMYBRISTOL-MYERS SQUIBB CO
$41.3M
NOCNORTHROP GRUMMAN CORP
$40.4M
MGAMAGNA INTL INC
$40.3M
METAFACEBOOK INC
$39.8M
TWOEURTWO HBRS INVT CORP
$39.0M
CAGCONAGRA BRANDS INC
$38.2M
RHPRYMAN HOSPITALITY PPTYS INC
$38.2M
SANBANCO SANTANDER S.A.
$37.9M
AFLAFLAC INC
$37.6M
KKRKKR & CO INC
$37.4M
TAT&T INC
$37.3M
IWDISHARES TR
$37.2M
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