Cullen Capital Management, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$9.0B

Holdings

197

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
SPGSimon Property Group Inc.
$1.2B
RLRalph Lauren Corp.
$1.2B
STSensata Technologies Holding P
$1.2B
GEGeneral Electric Co.
$1.1B
VNMVanEck Vietnam ETF
$1.1B
VACMarriott Vacations Worldwide Co
$1.1B
AAPLApple Inc.
$1.1B
VALEVale SA (ADR)
$1.1B
AWCAmerican Water Works Company I
$1.0B
DDDuPont De Nemours Inc.
$1.0B
FISFidelity National Information
$979.8M
LAURLaureate Education Inc.
$948.7M
PORPortland General Electric Co.
$928.7M
CTRACoterra Energy Inc.
$911.9M
S9QSpirit AeroSystems Holdings In
$851.8M
DENNDenny's Corp.
$839.0M
FT2First Horizon Corp.
$818.0M
TEXTerex Corp.
$806.4M
MMM3M Co.
$795.2M
BXBlackstone Inc
$788.9M
CROXCrocs Inc.
$774.9M
WTRGEssential Utilites Inc.
$764.5M
CIVICivitas Resources Inc.
$740.1M
KMBKimberly-Clark Corp.
$724.6M
CNMCore & Main Inc
$701.9M
WTTRSelect Water Solutions Inc.
$695.7M
ABBVAbbVie Inc.
$686.9M
KFYKorn Ferry
$675.6M
PFCPremier Financial Corp
$675.4M
WBDWarner Brothers Discovery Inc.
$673.0M
CUZCousins Properties Inc.
$652.5M
XYLXylem Inc.
$645.6M
SB9Sitio Royalties Corp
$640.7M
HPHelmerich & Payne Inc.
$640.5M
ABCBAmeris Bancorp
$629.5M
KOThe Coca-Cola Co.
$625.2M
ECVTEcovyst Inc
$624.0M
PEGPublic Service Enterprise Grou
$601.0M
SPYSPDR S&P500 ETF Trust
$589.0M
LDILoanDepot Inc.
$583.3M
VREXVarex Imaging Corp.
$561.2M
PSAPublic Storage
$548.5M
AWRAmerican States Water Co.
$546.2M
CRICarter's Inc.
$537.9M
WYWeyerhaeuser Co.
$535.7M
TTEKTetra Tech Inc.
$523.3M
CPCanadian Pacific Kansas City L
$521.7M
CWTCalifornia Water Service Group
$514.4M
SFNCSimons First National Corp.
$499.0M
HAEHaemonetics Corp.
$486.2M
MASMasco Corp.
$479.6M
SWIMLatham Group Inc.
$468.9M
HTOSJW Group
$465.4M
LINLinde PLC
$464.3M
SSBUSDSouthState Corp.
$452.9M
HIWHighwoods Properties Inc.
$445.0M
GWRSGlobal Water Resources Inc.
$420.4M
XLCCommunication Services Select
$420.1M
POOLPool Corp.
$416.8M
VMIValmont Industries Inc.
$401.1M
XLVHealth Care Select Sector SPDR
$399.5M
HUNHuntsman Corp.
$399.4M
YORWThe York Water Co.
$398.2M
DDominion Energy Inc.
$396.8M
BGSFBGSF Inc.
$370.1M
ZWSZurn Elkay Water Solutions Cor
$365.0M
WMSAdvanced Drainage Systems Inc.
$361.0M
EFSCEnterprise Financial Services
$360.0M
RYNRayonier Inc.
$356.1M
UAUnder Armour Inc. (class C)
$354.6M
FIBKFirst Interstate Bancsystem In
$352.6M
CATCaterpillar Inc.
$329.8M
ECLEcolab Inc.
$328.6M
PLDPrologis Inc.
$328.0M
PNRPentair PLC
$327.4M
WPCWP Carey Inc.
$323.0M
GRT-UCADGranite Real Estate Investment
$319.5M
ARTNAArtesian Resources Corp.
$304.6M
RLJRLJ Lodging Trust
$296.5M
PFSIPennyMac Financial Services In
$289.8M
W3UThe Western Union Co.
$280.2M
STXSeagate Technology Holdings PL
$269.9M
ENBEnbridge Inc.
$267.0M
VLTOVeralto Corp.
$266.4M
PCHPotlatchDeltic Corp
$251.4M
MSEXMiddlesex Water Co.
$245.4M
FELEFranklin Electric Company Inc.
$231.7M
XLFIConsumer Staples Select Sector
$230.2M
XLIIndustrial Select Sector SPDR
$216.4M
UISUnisys Corp.
$216.2M
STNStantec Inc.
$214.2M
CWCOConsolidated Water Company Ltd
$211.9M
VGREURVector Group Ltd.
$210.8M
SUZSuzano SA (ADR)
$210.4M
XLREReal Estate Select Sector SPDR
$209.3M
SAJACompanhia de Saneamento Basico
$170.6M
DOUGDouglas Elliman Inc.
$160.1M
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