Clearbridge Investments, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$116.2B

Holdings

744

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (744 positions)

StockValue
MTGMGIC Investment Corp
$113.0M
TKOTKO Group Holdings Inc
$113.0M
WECWEC Energy Group Inc
$112.0M
VRTVertiv Holdings Co
$112.0M
ITCIEURIntra-Cellular Therapies Inc
$111.0M
CCKCrown Holdings Inc
$111.0M
MUSAMurphy USA Inc
$111.0M
PJTPJT Partners Inc
$109.0M
AZPN1USDAspen Technology Inc
$109.0M
TTELUS Corp
$109.0M
0C3Endeavor Group Holdings Inc
$107.0M
TDYTeledyne Technologies Inc
$107.0M
IARTIntegra LifeSciences Holdings Corp
$107.0M
LSCCLattice Semiconductor Corp
$107.0M
ALGMAllegro MicroSystems Inc
$105.0M
BWXTBWX Technologies Inc
$104.0M
NSYNice Ltd
$103.0M
MTDRMatador Resources Co
$103.0M
PAAPlains All American Pipeline LP
$101.0M
REEverest Group Ltd
$100.4M
KEYSKeysight Technologies Inc
$100.0M
FWONALiberty Media Corp-Liberty Formula One
$99.0M
HESHess Corp
$99.0M
CNSCohen & Steers Inc
$97.0M
BMOBank of Montreal
$95.0M
CEGConstellation Energy Corp
$95.0M
DEDeere & Co
$94.5M
EMREmerson Electric Co
$94.0M
PDPagerDuty Inc
$94.0M
IRDMIridium Communications Inc
$93.0M
WHDCactus Inc
$93.0M
EXEChesapeake Energy Corp
$92.0M
DOOREURMasonite International Corp
$92.0M
CRBGCorebridge Financial Inc
$92.0M
EYENational Vision Holdings Inc
$90.0M
AMAntero Midstream Corp
$90.0M
BNBrookfield Corp
$89.0M
BXBlackstone Inc
$89.0M
ROSTRoss Stores Inc
$88.0M
MDBMongoDB Inc
$87.0M
DTEDTE Energy Co
$86.0M
WDCWestern Digital Corp
$86.0M
EMNEastman Chemical Co
$85.0M
BCEBCE Inc
$85.0M
GIB/ACGI Inc
$85.0M
PPLPPL Corp
$84.0M
PLDProLogis Inc
$84.0M
RELXRELX PLC
$83.0M
FOXFFox Factory Holding Corp
$82.0M
TECHBio-Techne Corp
$82.0M
HESMHess Midstream LP
$82.0M
FTNTFortinet Inc
$81.0M
CLColgate-Palmolive Co
$80.5M
DTDynatrace Inc
$80.0M
ANETEURArista Networks Inc
$80.0M
GOGrocery Outlet Holding Corp
$79.0M
SBACSBA Communications Corp
$77.0M
BCPCBalchem Corp
$77.0M
MTArcelorMittal SA
$76.0M
DHRDanaher Corp
$76.0M
TN1Tennant Co
$75.0M
BEBloom Energy Corp
$74.0M
MODNEURModel N Inc
$73.0M
TRPTC Energy Corp
$72.7M
GSGoldman Sachs Group Inc/The
$72.0M
IEXIDEX Corp
$72.0M
CERTCertara Inc
$72.0M
LOWLowe's Cos Inc
$72.0M
AGNCAGNC Investment Corp
$72.0M
COLDAmericold Realty Trust Inc
$72.0M
ATSATS Corp
$70.0M
QLYSQualys Inc
$70.0M
TWTradeweb Markets Inc
$68.0M
OWLBlue Owl Capital Inc
$68.0M
CAECAE Inc
$67.0M
AMHAmerican Homes 4 Rent
$66.0M
BLMNBloomin' Brands Inc
$66.0M
AVTRAvantor Inc
$65.0M
BIPBrookfield Infrastructure Partners LP
$64.0M
DWDMorgan Stanley
$62.0M
PCTYPaylocity Holding Corp
$62.0M
VYXNCR Voyix Corp
$62.0M
AZTAAzenta Inc
$61.0M
KVYOKlaviyo Inc
$60.0M
ENVUSDEnvestnet Inc
$59.0M
AINAlbany International Corp
$58.0M
ACGLArch Capital Group Ltd
$57.4M
CBRECBRE Group Inc
$57.0M
CROXCrocs Inc
$57.0M
CRCCanadian Natural Resources Ltd
$56.0M
FT2First Horizon Corp
$56.0M
CNHICNH Industrial NV
$56.0M
MCXMcCormick & Co Inc/MD
$56.0M
OMFOneMain Holdings Inc
$56.0M
CQPCheniere Energy Partners LP
$55.0M
ATKRAtkore Inc
$55.0M
MSMMSC Industrial Direct Co Inc
$55.0M
SSentinelOne Inc
$55.0M
EEFTEuronet Worldwide Inc
$55.0M
BSYBentley Systems Inc
$55.0M
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