Clearbridge Investments, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$110.8B
Holdings
695
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (695 positions)
| Stock | Value |
|---|---|
WOLF*Wolfspeed Inc | $300.2M |
PEPPepsiCo Inc | $288.2M |
BRK/BBerkshire Hathaway Inc | $280.6M |
BACBank of America Corp | $278.6M |
ICLRICON PLC | $276.7M |
ETEnergy Transfer LP | $273.4M |
ABNBAirbnb Inc | $271.4M |
PGRProgressive Corp/The | $266.9M |
DEDeere & Co | $265.3M |
WSCWillScot Mobile Mini Holdings Corp | $264.6M |
ETSYEtsy Inc | $263.9M |
COPConocoPhillips | $262.0M |
WMTWalmart Inc | $258.3M |
BJBJ's Wholesale Club Holdings Inc | $254.1M |
METMetLife Inc | $245.2M |
DISWALT DISNEY COMPANY | $242.5M |
EXEChesapeake Energy Corp | $240.9M |
SGRYSurgery Partners Inc | $235.6M |
BACVerizon Communications Inc | $235.4M |
RBCRBC Bearings Inc | $229.3M |
DOCSDoximity Inc | $228.8M |
MPWRMonolithic Power Systems Inc | $220.3M |
FUODolby Laboratories Inc | $218.9M |
SHLSShoals Technologies Group Inc | $217.8M |
AXPAmerican Express Co | $214.7M |
STXSeagate Technology Holdings PLC | $213.8M |
NVONovo Nordisk A/S | $213.2M |
HLNHaleon PLC | $212.9M |
ISIIonis Pharmaceuticals Inc | $212.8M |
MRVLMarvell Technology Inc | $204.5M |
PNCPNC Financial Services Group Inc/The | $202.8M |
VRTVertiv Holdings Co | $198.5M |
SUSuncor Energy Inc | $192.0M |
MSIMotorola Solutions Inc | $191.3M |
SCHWCharles Schwab Corp/The | $188.7M |
ADPAutomatic Data Processing Inc | $187.5M |
XOMExxon Mobil Corp | $187.3M |
GMGeneral Motors Co | $184.7M |
WEPMagellan Midstream Partners LP | $179.4M |
GXOGXO Logistics Inc | $179.3M |
BKRBaker Hughes Co | $177.7M |
COTYCoty Inc | $176.4M |
SESea Ltd | $173.7M |
TXNTexas Instruments Inc | $173.6M |
LSCCLattice Semiconductor Corp | $171.5M |
MPLXMPLX LP | $171.4M |
FOXFFox Factory Holding Corp | $168.0M |
WFCWells Fargo & Co | $164.1M |
DOOREURMasonite International Corp | $163.4M |
WINGWingstop Inc | $161.8M |
PGNYProgyny Inc | $159.2M |
ALGMAllegro MicroSystems Inc | $158.2M |
GOOGAlphabet Inc | $158.1M |
USBUS Bancorp | $157.5M |
APY1EURChampionX Corp | $153.7M |
HIGHartford Financial Services Group Inc/The | $153.5M |
KMIKinder Morgan Inc | $152.7M |
NOWServiceNow Inc | $152.1M |
TRIThomson Reuters Corp | $148.5M |
FISVFiserv Inc | $148.4M |
SONYSony Group Corp | $148.3M |
PINSPinterest Inc | $148.0M |
MCKMcKesson Corp | $147.9M |
CMECME Group Inc | $147.7M |
ELVElevance Health Inc | $147.1M |
MSGSMadison Square Garden Sports Corp | $143.9M |
DOCUDocuSign Inc | $143.3M |
WWEUSDWorld Wrestling Entertainment Inc | $142.6M |
ECLEcolab Inc | $141.7M |
RRXRegal Rexnord Corp | $135.4M |
PYCRPaycor HCM Inc | $133.9M |
LRCXEURLam Research Corp | $133.6M |
PSAPublic Storage | $132.4M |
TDYTeledyne Technologies Inc | $132.0M |
AELUSDAmerican Equity Investment Life Holding Co | $131.4M |
WESWestern Midstream Partners LP | $130.4M |
NEWREURNew Relic Inc | $130.3M |
OTISOtis Worldwide Corp | $130.3M |
UUnity Software Inc | $128.6M |
IRDMIridium Communications Inc | $128.2M |
RAREUltragenyx Pharmaceutical Inc | $127.5M |
FOURShift4 Payments Inc | $127.4M |
MUSAMurphy USA Inc | $125.6M |
GILDGilead Sciences Inc | $125.5M |
HQYHealthEquity Inc | $124.2M |
PAGPPlains GP Holdings LP | $124.1M |
NENoble Corporation PLC | $123.4M |
MUMicron Technology Inc | $122.9M |
CHTRCharter Communications Inc | $121.0M |
ASHAshland Inc | $119.5M |
TRGPTarga Resources Corp | $118.2M |
TMUST-Mobile US Inc | $118.0M |
LYVLive Nation Entertainment Inc | $117.6M |
HEESEURH&E Equipment Services Inc | $116.8M |
CLHClean Harbors Inc | $116.0M |
BKIEURBlack Knight Inc | $116.0M |
HLIHoulihan Lokey Inc | $115.8M |
7SUSummit Materials Inc | $114.6M |
IARTIntegra LifeSciences Holdings Corp | $113.5M |
ITWIllinois Tool Works Inc | $113.2M |