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)

StockValue
CROXCrocs Inc
$55.3M
STSensata Technologies Holdings PLC
$55.1M
OWLBlue Owl Capital Inc
$54.5M
BXBlackstone Inc
$54.4M
EVBGEUREverbridge Inc
$54.2M
STVNStevanato Group S.p.A.
$53.9M
TTTrane Technologies PLC
$53.3M
ALKAlaska Air Group Inc
$53.1M
AINAlbany International Corp
$52.6M
MDTMedtronic PLC
$52.3M
TWTradeweb Markets Inc
$51.3M
CQPCheniere Energy Partners LP
$51.1M
GSGoldman Sachs Group Inc/The
$51.1M
ANETEURArista Networks Inc
$50.9M
CTVACorteva Inc
$50.3M
AZNAstraZeneca PLC
$50.0M
HESHess Corp
$49.9M
PENGSMART Global Holdings Inc
$49.2M
GATXGATX Corp
$48.7M
BEPCBrookfield Renewable Corp
$48.6M
MCXMcCormick & Co Inc/MD
$48.6M
AEEAmeren Corp
$48.5M
MMSMAXIMUS Inc
$47.1M
BKNGBooking Holdings Inc
$47.1M
CSGPCoStar Group Inc
$47.0M
BLKCHFBlackRock Inc
$46.9M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$46.9M
REEverest Re Group Ltd
$46.5M
COOCooper Cos Inc/The
$46.5M
WKWorkiva Inc
$46.4M
QLYSQualys Inc
$46.4M
PCRXPacira BioSciences Inc
$46.2M
OSISOSI Systems Inc
$46.2M
MSMMSC Industrial Direct Co Inc
$45.5M
REZIResideo Technologies Inc
$45.1M
HASHasbro Inc
$44.9M
AZTAAzenta Inc
$44.8M
CBRECBRE Group Inc
$44.1M
HLMNHillman Solutions Corp
$43.6M
AVTRAvantor Inc
$43.5M
AREAlexandria Real Estate Equities Inc
$42.6M
MTBM&T Bank Corp
$42.4M
ROSTRoss Stores Inc
$42.0M
UALUnited Airlines Holdings Inc
$41.9M
ONON Semiconductor Corp
$41.5M
LSXMKUSDLiberty Media Corp-Liberty SiriusXM
$40.8M
AEPAmerican Electric Power Co Inc
$40.3M
VIAVViavi Solutions Inc
$40.1M
XIFRNextEra Energy Partners LP
$40.1M
RGLDRoyal Gold Inc
$40.0M
AGNCAGNC Investment Corp
$39.9M
OLNOlin Corp
$39.2M
MGMMGM Resorts International
$39.0M
MRVIMaravai LifeSciences Holdings Inc
$38.6M
SIXEURSix Flags Entertainment Corp
$38.5M
NVTnVent Electric PLC
$38.5M
SLBSchlumberger NV
$38.2M
JAMFJamf Holding Corp
$37.9M
BMRNBioMarin Pharmaceutical Inc
$37.5M
CDWCDW Corp/DE
$37.4M
SNPSSynopsys Inc
$37.0M
CBChubb Ltd
$37.0M
BNTXBioNTech SE
$36.9M
LADLithia Motors Inc
$36.8M
QCOMQUALCOMM Inc
$36.3M
MTDMettler-Toledo International Inc
$35.9M
SUISun Communities Inc
$35.3M
LVSLas Vegas Sands Corp
$35.2M
ESEversource Energy
$35.1M
HAYWHayward Holdings Inc
$35.1M
RHCRH PLC
$35.0M
WSMWilliams-Sonoma Inc
$34.7M
MSGEMadison Square Garden Entertainment Corp
$34.4M
SSFSensient Technologies Corp
$34.2M
ZBRAZebra Technologies Corp
$33.7M
YOUClear Secure Inc
$33.6M
PCORProcore Technologies Inc
$33.5M
KKR 6 09/15/23 CKKR & Co Inc
$33.4M
CALYTopgolf Callaway Brands Corp
$32.9M
TFXTeleflex Inc
$31.4M
GELGenesis Energy LP
$31.1M
FLNCFluence Energy Inc
$30.4M
DTMDT Midstream Inc
$30.0M
AESIAtlas Energy Solutions Inc
$29.9M
WPMWheaton Precious Metals Corp
$29.7M
FT2First Horizon Corp
$29.5M
NBIXNeurocrine Biosciences Inc
$29.4M
LTHM1EURLivent Corp
$29.1M
SLABSilicon Laboratories Inc
$29.0M
SMARGBPSmartsheet Inc
$29.0M
PCTYPaylocity Holding Corp
$28.9M
LASRnLight Inc
$28.5M
STAASTAAR Surgical Co
$28.5M
Textainer Group Holdings Ltd
$28.2M
Olink Holding AB
$28.1M
PAHUSDElement Solutions Inc
$28.0M
WMSAdvanced Drainage Systems Inc
$28.0M
SSentinelOne Inc
$27.7M
LMTLockheed Martin Corp
$27.3M
URIUnited Rentals Inc
$27.1M
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