Clearbridge Investments, LLC Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$146.8M

Holdings

787

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (787 positions)

StockValue
AMHAmerican Homes 4 Rent
$62.3M
SNPSSynopsys Inc
$61.8M
BANDBandwidth Inc
$61.6M
PAGPPlains GP Holdings LP
$61.1M
SEDGSolarEdge Technologies Inc
$60.7M
FIVEFive Below Inc
$60.2M
DTEDTE Energy Co
$60.1M
VIAVViavi Solutions Inc
$59.8M
LAMRLamar Advertising Co
$59.7M
FITBFifth Third Bancorp
$59.2M
CDWCDW Corp/DE
$59.0M
MARMarriott International Inc/MD
$58.8M
AEEAmeren Corp
$58.7M
CYRXCryoPort Inc
$58.6M
CROXCrocs Inc
$58.4M
SILKSilk Road Medical Inc
$57.8M
CCLCarnival Corp
$57.7M
MMSMAXIMUS Inc
$57.5M
DTDynatrace Inc
$57.3M
CERTCertara Inc
$57.3M
TTTrane Technologies plc
$57.3M
DVNDevon Energy Corp
$57.0M
GOGrocery Outlet Holding Corp
$55.7M
GDGeneral Dynamics Corp
$55.6M
CPRTCopart Inc
$55.6M
IUSGiShares Core S&P U.S. Growth ETF
$54.9M
NTAPNetApp Inc
$54.5M
CBRECBRE Group Inc
$54.4M
OLNOlin Corp
$52.8M
AMAntero Midstream Corp
$52.6M
SSFSensient Technologies Corp
$52.5M
SUISun Communities Inc
$51.9M
MSMMSC Industrial Direct Co Inc
$50.9M
MGMMGM Resorts International
$50.8M
UNMUnum Group
$50.3M
ESEversource Energy
$50.1M
STWDStarwood Property Trust Inc
$50.0M
WINGWingstop Inc
$49.9M
SCIService Corp International/US
$49.5M
OSKOshkosh Corp
$48.4M
DHDefinitive Healthcare Corp
$48.2M
YEXTYext Inc
$48.1M
AINAlbany International Corp
$47.7M
TWTradeweb Markets Inc
$47.6M
KKR 6 09/15/23 CKKR & Co Inc
$47.5M
QLYSQualys Inc
$47.2M
ZWSZurn Water Solutions Corp
$47.0M
VOYAVoya Financial Inc
$47.0M
WSMWilliams-Sonoma Inc
$46.9M
WWEUSDWorld Wrestling Entertainment Inc
$46.7M
Leslie's Inc
$46.3M
BIPBrookfield Infrastructure Partners LP
$46.0M
MTGMGIC Investment Corp
$45.7M
COOCooper Cos Inc/The
$45.6M
WYWeyerhaeuser Co
$45.1M
CALYCallaway Golf Co
$44.6M
JKHYJack Henry & Associates Inc
$44.6M
REYNReynolds Consumer Products Inc
$44.4M
AEOAmerican Eagle Outfitters Inc
$44.4M
MTBM&T Bank Corp
$44.1M
BEPCBrookfield Renewable Corp
$43.8M
TWLOTwilio Inc
$43.7M
IMGNEURImmunogen Inc
$43.7M
BLMNBloomin' Brands Inc
$43.5M
CTVACorteva Inc
$42.5M
MOHMolina Healthcare Inc
$41.8M
EVBGEUREverbridge Inc
$41.2M
DDOGDatadog Inc
$40.5M
ODFLOld Dominion Freight Line Inc
$39.5M
CVETUSDCovetrus Inc
$39.2M
NUENucor Corp
$38.9M
OCOwens Corning
$38.0M
HOLXHologic Inc
$36.8M
CWCurtiss-Wright Corp
$35.7M
OSISOSI Systems Inc
$35.2M
FTCHQFarfetch Ltd
$35.2M
Rattler Midstream LP
$35.1M
LADLithia Motors Inc
$35.0M
GELGenesis Energy LP
$34.7M
URIUnited Rentals Inc
$34.6M
EEFTEuronet Worldwide Inc
$34.5M
CCSCentury Communities Inc
$34.3M
SPGSimon Property Group Inc
$33.9M
CBChubb Ltd
$33.9M
GENNortonLifeLock Inc
$33.8M
LASRnLight Inc
$33.7M
LEALear Corp
$33.5M
PBF Logistics LP
$33.2M
CQPCheniere Energy Partners LP
$32.3M
NVTA1EURInvitae Corp
$32.2M
ULUnilever PLC
$32.1M
SEMRSemrush Holdings Inc
$32.0M
KIMKimco Realty Corp
$31.9M
MLCOMelco Resorts & Entertainment Ltd
$31.3M
EMREmerson Electric Co
$31.3M
AMATApplied Materials Inc
$31.3M
STVNStevanato Group S.p.A.
$31.1M
NVTnVent Electric PLC
$30.9M
BKHBlack Hills Corp
$30.2M
EVAUSDEnviva Partners LP
$30.2M
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