Clearbridge Investments, LLC Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$101.2B

Holdings

735

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (735 positions)

StockValue
AVBAvalonBay Communities Inc
$275.4M
PGRProgressive Corp/The
$273.0M
DEODiageo PLC
$270.8M
WSCWillScot Mobile Mini Holdings Corp
$264.6M
RBCRBC Bearings Inc
$262.7M
BRK/BBerkshire Hathaway Inc
$262.5M
ETEnergy Transfer LP
$255.5M
TJXTJX Cos Inc/The
$252.0M
EXEChesapeake Energy Corp
$251.2M
SNOWSnowflake Inc
$242.8M
PNCPNC Financial Services Group Inc/The
$240.4M
GMGeneral Motors Co
$235.5M
WMTWalmart Inc
$234.6M
PENPenumbra Inc
$229.0M
TMUST-Mobile US Inc
$227.0M
SCHWCharles Schwab Corp/The
$223.4M
WFCWells Fargo & Co
$221.4M
SUSuncor Energy Inc
$219.6M
VRTVertiv Holdings Co
$206.5M
HLNHaleon PLC
$205.6M
ISIIonis Pharmaceuticals Inc
$204.9M
FUODolby Laboratories Inc
$204.8M
ADPAutomatic Data Processing Inc
$204.5M
XOMExxon Mobil Corp
$195.6M
DOCSDoximity Inc
$194.8M
NVONovo Nordisk A/S
$193.1M
ACNAccenture PLC
$191.7M
TREXTrex Co Inc
$191.0M
AXPAmerican Express Co
$190.0M
WEAWestern Alliance Bancorp
$189.6M
SAPSAP SE
$189.0M
TSCOTractor Supply Co
$183.9M
AESAES Corp/The
$178.7M
ELVElevance Health Inc
$177.2M
SEDGSolarEdge Technologies Inc
$176.8M
MSIMotorola Solutions Inc
$175.8M
TRI4EURThomson Reuters Corp
$168.4M
HIGHartford Financial Services Group Inc/The
$167.3M
SESea Ltd
$165.8M
MPLXMPLX LP
$165.4M
EYENational Vision Holdings Inc
$164.2M
TXNTexas Instruments Inc
$161.8M
BKRBaker Hughes Co
$161.7M
MPWRMonolithic Power Systems Inc
$158.4M
SHLSShoals Technologies Group Inc
$157.8M
KMIKinder Morgan Inc
$154.0M
SGRYSurgery Partners Inc
$152.7M
8INSyneos Health Inc
$152.1M
DOOREURMasonite International Corp
$149.5M
CVSCVS Health Corp
$148.1M
WEPMagellan Midstream Partners LP
$146.8M
IARTIntegra LifeSciences Holdings Corp
$144.7M
COTYCoty Inc
$144.6M
NEENextEra Energy Inc
$142.5M
MSGSMadison Square Garden Sports Corp
$140.2M
ABNBAirbnb Inc
$136.9M
GOOGAlphabet Inc
$134.8M
TTENTotalEnergies SE
$132.2M
WESWestern Midstream Partners LP
$132.2M
PYCRPaycor HCM Inc
$131.0M
HZNPHorizon Therapeutics Plc
$130.8M
CMECME Group Inc
$129.5M
ASHAshland Inc
$129.3M
FRCBFIRST REPUBLIC BANCORP
$126.5M
APY1EURChampionX Corp
$125.2M
RAREUltragenyx Pharmaceutical Inc
$124.8M
TSLATesla Inc
$124.8M
TDYTeledyne Technologies Inc
$124.3M
PGNYProgyny Inc
$124.2M
FOXFFox Factory Holding Corp
$124.2M
AELUSDAmerican Equity Investment Life Holding Co
$122.8M
RRXRegal Rexnord Corp
$122.2M
APGAPI Group Corp
$121.2M
USBUS Bancorp
$120.0M
DOCUDocuSign Inc
$119.5M
ALGMAllegro MicroSystems Inc
$118.7M
OTISOtis Worldwide Corp
$118.6M
MUSAMurphy USA Inc
$118.3M
LSXMKUSDLiberty Media Corp-Liberty SiriusXM
$116.4M
FWRDUSDForward Air Corp
$116.4M
HEESEURH&E Equipment Services Inc
$116.3M
CHTRCharter Communications Inc
$116.1M
TRGPTarga Resources Corp
$114.9M
BEBloom Energy Corp
$114.8M
KEYSKeysight Technologies Inc
$114.7M
BMRNBioMarin Pharmaceutical Inc
$114.1M
LSCCLattice Semiconductor Corp
$113.9M
AMGNAmgen Inc
$113.5M
ENPHEnphase Energy Inc
$112.6M
LLYEli Lilly & Co
$112.0M
FISVFiserv Inc
$111.9M
NEWREURNew Relic Inc
$109.2M
ECLEcolab Inc
$108.9M
ITWIllinois Tool Works Inc
$108.3M
PWRQuanta Services Inc
$108.0M
WINGWingstop Inc
$106.6M
DHRDanaher Corp
$104.3M
HESHess Corp
$103.1M
IRDMIridium Communications Inc
$103.0M
WHDCactus Inc
$102.4M
PreviousPage 2 of 8Next