Cullen Capital Management, LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$9.2B

Holdings

206

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
GLDDGreat Lakes Dredge & Dock Corp
$1.6B
SJMThe JM Smucker Co.
$1.6B
FISFidelity National Information
$1.5B
AAPLApple Inc.
$1.5B
PEPPepsiCo Inc.
$1.5B
CSXCSX Corp.
$1.4B
DDDuPont De Nemours Inc.
$1.4B
ADMArcher-Daniels-Midland Co.
$1.4B
VNOMUSDViper Energy Inc
$1.3B
AWCAmerican Water Works Company I
$1.3B
BABOEING CO/THE
$1.3B
GOOGLAlphabet Inc.
$1.2B
RJFRaymond James Financial Inc.
$1.2B
GEGeneral Electric Co.
$1.2B
FT2First Horizon Corp.
$1.2B
LDILoanDepot Inc.
$1.2B
RLRalph Lauren Corp.
$1.2B
DOUGDouglas Elliman Inc.
$1.2B
HIWHighwoods Properties Inc.
$1.1B
STSensata Technologies Holding P
$1.1B
ABCBAmeris Bancorp
$1.0B
CROXCrocs Inc.
$1.0B
MMM3M Co.
$1.0B
BILSPDR Bloomberg 1-3 Month T-Bil
$1.0B
MHOM/I Homes Inc.
$1.0B
VNMVanEck Vietnam ETF
$967.1M
KFYKorn Ferry
$940.3M
CNMCore & Main Inc
$933.4M
BXBlackstone Inc
$919.5M
WTRGEssential Utilites Inc.
$866.5M
VACMarriot Vacations Worldwide Co
$838.5M
CUZCousins Properties Inc.
$825.3M
PFCPremier Financial Corp
$818.5M
SWIMLatham Group Inc.
$813.1M
PEGPublic Service Enterprise Grou
$802.8M
KMBKimberly-Clark Corp.
$797.1M
MBCMasterbrand Inc.
$787.7M
PORPortland General Electric Co.
$772.4M
DENNDenny's Corp.
$768.1M
PFSIPennyMac Financial Services In
$766.2M
ABBVAbbVie Inc.
$744.9M
MBUUMalibu Boats Inc.
$737.5M
KOThe Coca-Cola Co.
$734.3M
WTTRSelect Water Solutions Inc.
$726.8M
AWRAmerican States Water Co.
$721.5M
CWTCalifornia Water Service Group
$688.4M
PSAPublic Storage
$688.1M
WBDWarner Brothers Discovery Inc.
$678.8M
TEXTerex Corp.
$647.8M
SPYSPDR S&P500 ETF Trust
$646.1M
POOLPool Corp.
$641.3M
XLIIndustrial Select Sector SPDR
$631.1M
PNRPentair PLC
$630.8M
CTRACoterra Energy Inc.
$594.7M
SSBUSDSouthState Corp.
$593.8M
HBMHudBay Minerals Inc.
$573.8M
XLCCommunication Services Select
$560.5M
XYLXylem Inc.
$531.3M
SFNCSimons First National Corp.
$527.6M
ITUBItau Unibanco Holding SA (ADR)
$524.1M
TTEKTetra Tech Inc.
$519.7M
WYWeyerhaeuser Co.
$505.1M
FIBKFirst Interstate Bancsystem In
$490.5M
LINLinde PLC
$476.5M
DDominion Energy Inc.
$474.9M
CPCanadian Pacific Kansas City L
$457.6M
VWOVanguard FTSE Emerging Markets
$451.0M
MASMasco Corp.
$444.4M
HUNHuntsman Corp.
$441.3M
XLEEnergy Select Sector SPDR Fund
$429.4M
EFSCEnterprise Financial Services
$428.6M
GEVGE Vernova LLC
$417.4M
GWRSGlobal Water Resources Inc.
$416.4M
YORWThe York Water Co.
$415.7M
TALCentral Asia Metals PLC
$411.6M
VLTOVeralto Corp.
$409.2M
PLDPrologis Inc.
$398.9M
ZWSZurn Elkay Water Solutions Cor
$395.6M
SB9Sitio Royalties Corp
$390.1M
XLBMaterials Select Sector SPDR F
$387.9M
ECLEcolab Inc.
$366.1M
CWCOConsolidated Water Company Ltd
$360.2M
WPCWP Carey Inc.
$356.5M
CATCaterpillar Inc.
$352.0M
RYNRayonier Inc.
$344.7M
CIVICivitas Resources Inc.
$342.9M
STNStantec Inc.
$339.9M
VMIValmont Industries Inc.
$339.5M
WMSAdvanced Drainage Systems Inc.
$332.9M
DVNDevon Energy Corp.
$331.0M
BGSFBGSF Inc.
$318.7M
HTOSJW Group
$318.0M
ARTNAArtesian Resources Corp.
$308.3M
MSEXMiddlesex Water Co.
$308.1M
ENBEnbridge Inc.
$299.7M
UAUnder Armour Inc. (class C)
$286.1M
IPInternational Paper Co.
$242.3M
UISUnisys Corp.
$241.8M
PCHPotlatchDeltic Corp
$240.8M
LILi Auto Inc.
$239.4M
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