Epoch Investment Partners, Inc. Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$22.2B

Holdings

285

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (285 positions)

StockValue
INTCINTEL CORP
$84.4M
HIIHUNTINGTON INGALLS INDS INC
$81.4M
LOGMEURLOGMEIN INC
$78.6M
LGIHLGI HOMES INC
$76.5M
JECUSDJACOBS ENGR GROUP INC
$76.1M
AMEAMETEK INC NEW
$74.4M
KMXCARMAX INC
$69.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$67.3M
SCHWTHE CHARLES SCHWAB CORPORATI
$67.3M
MUMICRON TECHNOLOGY INC
$67.0M
BMTABRITISH AMERN TOB PLC
$62.0M
DISCKUSDDISCOVERY INC
$61.1M
CYPRESS SEMICONDUCTOR CORP
$56.4M
EMNEASTMAN CHEMICAL CO
$50.4M
CCEPCOCA COLA EUROPEAN PARTNERS
$50.3M
AG8AGILENT TECHNOLOGIES INC
$48.3M
BB4AXOS FINL INC
$47.1M
SYMCEURSYMANTEC CORP
$45.0M
NSCNORFOLK SOUTHERN CORP
$44.8M
PLANTRONICS INC NEW
$44.5M
COHREURCOHERENT INC
$41.6M
APCANADARKO PETE CORP
$39.1M
NVRNVR INC
$37.6M
MOHMOLINA HEALTHCARE INC
$36.1M
RSRELIANCE STEEL & ALUMINUM CO
$33.4M
WMWASTE MGMT INC DEL
$30.1M
MIDDMIDDLEBY CORP
$29.5M
EHCENCOMPASS HEALTH CORP
$29.2M
CLBCORE LABORATORIES N V
$28.5M
HONHONEYWELL INTL INC
$28.1M
RSGREPUBLIC SVCS INC
$28.0M
RHPRYMAN HOSPITALITY PPTYS INC
$27.5M
WEAWESTERN ALLIANCE BANCORP
$27.4M
TSEMTOWER SEMICONDUCTOR LTD
$26.9M
CACCCREDIT ACCEP CORP MICH
$26.6M
PAYXPAYCHEX INC
$26.3M
ADIANALOG DEVICES INC
$26.3M
TCBITEXAS CAPITAL BANCSHARES INC
$25.5M
TRVTRAVELERS COMPANIES INC
$24.7M
WMTWALMART INC
$24.1M
ADPAUTOMATIC DATA PROCESSING IN
$23.8M
CFGCITIZENS FINL GROUP INC
$23.7M
MRSHMARSH & MCLENNAN COS INC
$23.5M
ESEVERSOURCE ENERGY
$22.8M
BCEBCE INC
$22.4M
TTCTORO CO
$21.8M
CIGICOLLIERS INTL GROUP INC
$21.7M
BRKRBRUKER CORP
$21.4M
UVEUNIVERSAL INS HLDGS INC
$21.3M
GRA1EURGRACE W R & CO DEL NEW
$20.9M
CASYCASEYS GEN STORES INC
$20.9M
USBUS BANCORP DEL
$20.7M
EGBNEAGLE BANCORP INC MD
$20.4M
CMSCMS ENERGY CORP
$20.0M
WWDWOODWARD INC
$18.5M
PLOWDOUGLAS DYNAMICS INC
$18.2M
MTBM & T BK CORP
$18.1M
SCISERVICE CORP INTL
$18.0M
EVRGEVERGY INC
$18.0M
AMCRAMCOR PLC
$17.8M
PNWPINNACLE WEST CAP CORP
$17.7M
MMSMAXIMUS INC
$17.7M
BERYEURBERRY GLOBAL GROUP INC
$17.5M
GDGENERAL DYNAMICS CORP
$16.5M
MDTMEDTRONIC PLC
$16.4M
GCI LIBERTY INC
$15.5M
AMWDAMERICAN WOODMARK CORPORATIO
$14.8M
MXIMMAXIM INTEGRATED PRODS INC
$14.4M
CHHCHOICE HOTELS INTL INC
$14.1M
DORMDORMAN PRODUCTS INC
$14.0M
VVVVALVOLINE INC
$14.0M
JLLJONES LANG LASALLE INC
$13.6M
PLAYDAVE & BUSTERS ENTMT INC
$13.5M
LNTALLIANT ENERGY CORP
$13.4M
3M4MASIMO CORP
$13.3M
STAMPS COM INC
$13.3M
ORCLORACLE CORP
$13.0M
NINISOURCE INC
$13.0M
MCHPMICROCHIP TECHNOLOGY INC
$12.8M
LM03LIBERTY MEDIA CORP DELAWARE
$12.7M
CPBCAMPBELL SOUP CO
$12.6M
CLCOLGATE PALMOLIVE CO
$12.6M
TYLTYLER TECHNOLOGIES INC
$12.6M
TAPMOLSON COORS BREWING CO
$12.5M
GPCGENUINE PARTS CO
$12.4M
EATBRINKER INTL INC
$12.4M
BUWABIO RAD LABS INC
$12.3M
CVSCVS HEALTH CORP
$12.3M
APAMARTISAN PARTNERS ASSET MGMT
$12.2M
ALGALAMO GROUP INC
$11.8M
LUVSOUTHWEST AIRLS CO
$11.6M
ALKALASKA AIR GROUP INC
$11.1M
CHECHEMED CORP NEW
$10.7M
KLACKLA-TENCOR CORP
$10.6M
CABOT MICROELECTRONICS CORP
$10.4M
GOOGLALPHABET INC
$10.0M
FIXCOMFORT SYS USA INC
$9.9M
ACNACCENTURE PLC IRELAND
$9.7M
DHILDIAMOND HILL INVESTMENT GROU
$9.5M
MAMASTERCARD INC
$9.5M
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