Clearbridge Investments, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$123.2B

Holdings

706

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (706 positions)

StockValue
TLNTalen Energy Corp
$119.9M
XYZBlock Inc
$119.8M
STZConstellation Brands Inc
$117.7M
DKNGDraftKings Inc
$117.0M
RELXRELX PLC
$116.4M
AEMAgnico Eagle Mines Ltd
$116.3M
MTGMGIC Investment Corp
$115.8M
USBUS Bancorp
$115.4M
FT2First Horizon Corp
$115.2M
CLColgate-Palmolive Co
$114.9M
FIXComfort Systems USA Inc
$112.6M
FNVFranco-Nevada Corp
$112.1M
MUSAMurphy USA Inc
$111.4M
MPLXMPLX LP
$110.8M
RBRKRubrik Inc
$110.0M
TGTXTG Therapeutics Inc
$109.9M
DEODiageo PLC
$109.0M
MSGSMadison Square Garden Sports Corp
$108.7M
RRXRegal Rexnord Corp
$108.6M
ALGMAllegro MicroSystems Inc
$108.2M
WF2Wintrust Financial Corp
$108.2M
FTSFortis Inc/Canada
$106.8M
LSCCLattice Semiconductor Corp
$106.3M
PEPPepsiCo Inc
$106.1M
NWGNatwest Group PLC
$105.5M
HLIHoulihan Lokey Inc
$104.4M
PCTYPaylocity Holding Corp
$103.1M
FTNTFortinet Inc
$102.2M
MDTMedtronic PLC
$101.6M
HLNEHamilton Lane Inc
$100.7M
NEMNewmont Corp
$99.4M
AMHAmerican Homes 4 Rent
$99.3M
BLDRBuilders FirstSource Inc
$99.3M
FISVFiserv Inc
$98.5M
CPRTCopart Inc
$98.2M
MTDRMatador Resources Co
$96.5M
VLTOVeralto Corp
$95.1M
SGRYSurgery Partners Inc
$95.1M
BKRBaker Hughes Co
$94.5M
SLBSchlumberger NV
$91.0M
TTELUS Corp
$90.3M
EMNEastman Chemical Co
$89.8M
WESWestern Midstream Partners LP
$86.4M
BBVABanco Bilbao Vizcaya Argentaria SA
$86.3M
URIUnited Rentals Inc
$86.0M
PCGPG&E Corp
$85.7M
HTDCorcept Therapeutics Inc
$85.7M
CYBRCyberArk Software Ltd
$85.7M
CHTRCharter Communications Inc
$84.4M
LNWOLight & Wonder Inc
$84.4M
MEDPMedpace Holdings Inc
$82.8M
GPCGenuine Parts Co
$82.0M
CBRECBRE Group Inc
$82.0M
KKRKKR & Co Inc
$80.7M
HWMHowmet Aerospace Inc
$79.5M
GLBEGlobal-E Online Ltd.
$78.8M
WCCWESCO International Inc
$78.8M
RAREUltragenyx Pharmaceutical Inc
$77.8M
ELANElanco Animal Health Inc
$77.1M
MTBM&T Bank Corp
$76.8M
CAVACava Group Inc
$76.2M
MUFGMitsubishi UFJ Financial Group Inc
$75.9M
ROADConstruction Partners Inc
$75.8M
OTXOpen Text Corp
$75.1M
LOWLowe's Cos Inc
$74.9M
ITWIllinois Tool Works Inc
$74.5M
BCEBCE Inc
$73.2M
RDDTReddit Inc
$72.4M
CAECAE Inc
$72.3M
PJTPJT Partners Inc
$72.3M
BPBP PLC
$71.9M
CNSCohen & Steers Inc
$71.8M
SBACSBA Communications Corp
$71.6M
DOXAmdocs Ltd
$71.4M
BEBloom Energy Corp
$70.6M
RDNTRadNet Inc
$68.7M
CMECME Group Inc
$68.4M
AMAntero Midstream Corp
$68.3M
KVYOKlaviyo Inc
$68.1M
CRCCanadian Natural Resources Ltd
$67.8M
PPLPembina Pipeline Corp
$64.3M
FTAIFTAI Aviation Ltd.
$64.3M
HESMHess Midstream LP
$63.6M
GWREGuidewire Software Inc
$62.6M
NCNOnCino Inc
$61.7M
MNDYMonday.com LTD
$61.6M
XBISPDR S&P Biotech ETF
$61.1M
BROSDutch Bros Inc
$59.3M
BLKBlackrock Inc
$58.9M
ATSATS Corp
$58.9M
TRVCCitigroup Inc
$58.7M
COSTCostco Wholesale Corp
$58.3M
NTRANatera Inc
$57.8M
IEXIDEX Corp
$57.6M
GIB/ACGI Inc
$57.5M
OSISOSI Systems Inc
$57.4M
PTCPTC Inc
$56.7M
QCOMQUALCOMM Inc
$56.2M
COHRCoherent Corp
$55.6M
TRPTC Energy Corp
$54.5M
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