Epoch Investment Partners, Inc. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$15.7B

Holdings

420

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (420 positions)

StockValue
KHCKRAFT HEINZ CO
$53.9M
EXPDEXPEDITORS INTL WASH INC
$53.4M
LRCXEURLAM RESEARCH CORP
$53.1M
DEDEERE & CO
$53.1M
DPZDOMINOS PIZZA INC
$52.5M
MKLMARKEL GROUP INC
$52.5M
FASTFASTENAL CO
$52.2M
RFREGIONS FINANCIAL CORP NEW
$50.2M
OMCOMNICOM GROUP INC
$49.8M
ADBEADOBE INC
$48.8M
MPLXMPLX LP
$48.8M
PNWPINNACLE WEST CAP CORP
$47.9M
DUKDUKE ENERGY CORP NEW
$47.8M
BIIBBIOGEN INC
$47.8M
OLEDUNIVERSAL DISPLAY CORP
$47.4M
EXPEAGLE MATLS INC
$47.3M
TFCTRUIST FINL CORP
$47.0M
TJXTJX COS INC NEW
$46.9M
MEDPMEDPACE HLDGS INC
$46.8M
WSTWEST PHARMACEUTICAL SVSC INC
$46.7M
EHCENCOMPASS HEALTH CORP
$46.3M
BERYEURBERRY GLOBAL GROUP INC
$46.0M
ETSYETSY INC
$45.9M
WELLWELLTOWER INC
$45.6M
1939900DBROOKFIELD INFRASTRUCTURE CO
$44.6M
VEEVVEEVA SYS INC
$44.3M
QCOMQUALCOMM INC
$44.3M
BKNGBOOKING HOLDINGS INC
$43.3M
CHECHEMED CORP NEW
$42.7M
PCARPACCAR INC
$42.2M
FTNTFORTINET INC
$42.2M
SBUXSTARBUCKS CORP
$42.0M
PLDPROLOGIS INC.
$41.4M
PGPROCTER AND GAMBLE CO
$40.9M
BLKCHFBLACKROCK INC
$40.9M
STZCONSTELLATION BRANDS INC
$40.8M
ACNACCENTURE PLC IRELAND
$39.0M
EVREVERCORE INC
$38.6M
BJBJS WHSL CLUB HLDGS INC
$38.6M
LFUSLITTELFUSE INC
$38.6M
CASYCASEYS GEN STORES INC
$37.9M
GILDGILEAD SCIENCES INC
$37.5M
DWDMORGAN STANLEY
$36.7M
UBERUBER TECHNOLOGIES INC
$36.7M
TKOTKO GROUP HOLDINGS INC
$36.6M
VNOMVIPER ENERGY PARTNERS LP
$36.5M
ULTAULTA BEAUTY INC
$36.3M
DCIDONALDSON INC
$35.6M
HCAHCA HEALTHCARE INC
$35.6M
AMGNAMGEN INC
$35.4M
MANHMANHATTAN ASSOCIATES INC
$34.7M
HLNEHAMILTON LANE INC
$34.7M
HIIHUNTINGTON INGALLS INDS INC
$34.5M
MTDMETTLER TOLEDO INTERNATIONAL
$34.1M
TSLATESLA INC
$34.0M
ODFLOLD DOMINION FREIGHT LINE IN
$33.8M
DBXDROPBOX INC
$33.6M
BEPCBROOKFIELD RENEWABLE CORP
$33.1M
IDXXIDEXX LABS INC
$33.0M
DHRDANAHER CORPORATION
$32.2M
UTHUNITED THERAPEUTICS CORP DEL
$31.1M
ROLROLLINS INC
$31.1M
GDGENERAL DYNAMICS CORP
$31.0M
PXDEURPIONEER NAT RES CO
$30.7M
SB9SITIO ROYALTIES CORP
$30.1M
NXSTNEXSTAR MEDIA GROUP INC
$30.0M
GGGGRACO INC
$29.9M
KRPKIMBELL RTY PARTNERS LP
$29.8M
FOXAFOX CORP
$29.0M
WATWATERS CORP
$28.6M
HESMHESS MIDSTREAM LP
$28.6M
PFSIPENNYMAC FINL SVCS INC NEW
$28.3M
BABOEING CO
$26.6M
AMEAMETEK INC
$26.5M
MRO*MARATHON OIL CORP
$26.2M
APAAPA CORPORATION
$25.8M
REEVEREST GROUP LTD
$25.7M
CWCURTISS WRIGHT CORP
$25.5M
CTRACOTERRA ENERGY INC
$25.4M
TBBKBANCORP INC DEL
$25.0M
LYVLIVE NATION ENTERTAINMENT IN
$24.0M
AEEAMEREN CORP
$23.5M
CUBECUBESMART
$23.5M
EAELECTRONIC ARTS INC
$23.3M
JCIJOHNSON CTLS INTL PLC
$22.7M
CFCF INDS HLDGS INC
$22.7M
AJGGALLAGHER ARTHUR J & CO
$22.6M
VENVENTAS INC
$22.4M
EWEDWARDS LIFESCIENCES CORP
$22.4M
AG8AGILENT TECHNOLOGIES INC
$22.0M
CPRTCOPART INC
$21.8M
KMXCARMAX INC
$21.2M
RIORIO TINTO PLC
$21.1M
ORLYOREILLY AUTOMOTIVE INC
$20.9M
IQVIQVIA HLDGS INC
$20.5M
EMEEMCOR GROUP INC
$20.5M
CECELANESE CORP DEL
$20.1M
CMECME GROUP INC
$18.6M
LBRTLIBERTY ENERGY INC
$18.3M
HUBBHUBBELL INC
$18.1M
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