Fund HoldingsBrandywine Global Investment Management, LLC

Total Portfolio Value
$13.85B
Total Bought
$2.19B
Total Sold
$1.59B
Net Transaction
+$597.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WELLS FARGO CO NEW(WFC)1,383,2542,972,102+1,588,84868,084172,2631.24%+104,179
GENERAL MTRS CO(GM)3,204,1014,320,769+1,116,668115,091195,9471.42%+80,856
JPMORGAN CHASE & CO(JPM)1,974,3371,984,114+9,777335,835397,4182.87%+61,583
SOUTHERN CO(SO)0837,702+837,702060,0970.43%+60,097
CITIGROUP INC(C)4,099,0604,227,004+127,944210,856267,3161.93%+56,460
DEERE & CO(DE)0269,524+269,5240110,7040.80%+110,704
AERCAP HOLDINGS NV(AER)1,324,9201,735,484+410,56498,468150,8311.09%+52,363
BANK AMERICA CORP3,702,0184,666,895+964,877124,647176,9691.28%+52,322
JOHNSON & JOHNSON(JNJ)1,190,3281,482,545+292,217186,572234,5241.69%+47,952
INTERNATIONAL BUSINESS MACHS(IBM)412,350600,387+188,03767,440114,6500.83%+47,210
KROGER CO(KR)03,100,417+3,100,4170177,1271.28%+177,127
EXELON CORP(EXC)01,126,031+1,126,031042,3050.31%+42,305
TARGET CORP(TGT)286,627430,040+143,41340,82176,2070.55%+35,386
RTX CORPORATION(RTX)0360,338+360,338035,1440.25%+35,144
SANOFI(SNY)0690,827+690,827033,5740.24%+33,574
MARATHON PETE CORP(MPC)0561,867+561,8670113,2160.82%+113,216
COMCAST CORP NEW(CCZ)3,237,6294,034,782+797,153141,970174,9081.26%+32,938
AT&T INC(T)6,092,9197,656,589+1,563,670102,239134,7560.97%+32,517
FREEPORT-MCMORAN INC(FCX)0688,470+688,470032,3720.23%+32,372
NRG ENERGY INC(NRG)1,586,6651,681,209+94,54482,031113,8010.82%+31,770
GENERAL ELECTRIC CO(GE)558,680587,146+28,46671,304103,0620.74%+31,757
EXXON MOBIL CORP02,035,041+2,035,0410236,5531.71%+236,553
CHART INDS INC240,082377,011+136,92932,73062,1010.45%+29,371
CISCO SYS INC(CSCO)03,098,765+3,098,7650154,6591.12%+154,659
HONEYWELL INTL INC(HON)0137,734+137,734028,2700.20%+28,270
DISNEY WALT CO(DIS)1,014,297974,736-39,56191,581119,2690.86%+27,688
CONOCOPHILLIPS(COP)01,778,552+1,778,5520226,3741.63%+226,374
DELTA AIR LINES INC DEL(DAL)2,286,4422,410,681+124,23991,984115,3990.83%+23,416
CHARTER COMMUNICATIONS INC N(CHTR)0135,954+135,954039,5120.29%+39,512
MEDTRONIC PLC(MDT)1,066,6891,253,054+186,36587,874109,2040.79%+21,330
FIRST CTZNS BANCSHARES INC N(FCNCA)012,921+12,921021,1260.15%+21,126
ABBVIE INC(ABBV)0857,338+857,3380156,1211.13%+156,121
CVS HEALTH CORP(CVS)2,084,1462,316,651+232,505164,564184,7761.33%+20,212
CABLE ONE INC000023,3640.17%+23,364
PAYPAL HLDGS INC(PYPL)0290,658+290,658019,4710.14%+19,471
ALLSTATE CORP(ALL)455,760480,850+25,09063,79783,1920.60%+19,395
FEDEX CORP(FDX)0384,407+384,4070111,3780.80%+111,378
JABIL INC(JBL)0217,456+217,456029,1280.21%+29,128
CATERPILLAR INC(CAT)0243,165+243,165089,1030.64%+89,103
WILLIAMS COS INC(WMB)0739,270+739,270028,8090.21%+28,809
NETAPP INC(NTAP)0229,449+229,449024,0850.17%+24,085
AMERICAN EXPRESS CO(AXP)379,527376,812-2,71571,10185,7960.62%+14,696
DEVON ENERGY CORP NEW(DVN)704,173925,156+220,98331,89946,4240.34%+14,525
VALERO ENERGY CORP(VLO)0364,216+364,216062,1680.45%+62,168
AIR LEASE CORP
CL A
0527,825+527,825027,1510.20%+27,151
BAKER HUGHES COMPANY(BKR)0422,389+422,389014,1500.10%+14,150
WILLIS TOWERS WATSON PLC LTD(WTW)299,285313,640+14,35572,18886,2510.62%+14,063
LOWES COS INC(LOW)0458,312+458,3120116,7460.84%+116,746
CHEVRON CORP NEW(CVX)01,522,185+1,522,1850240,1091.73%+240,109
QUALCOMM INC(QCOM)575,158570,470-4,68883,18596,5810.70%+13,395
DARDEN RESTAURANTS INC(DRI)52,816131,907+79,0918,67822,0480.16%+13,371
GSK PLC(GSK)01,662,014+1,662,014071,2510.51%+71,251
BUNGE GLOBAL SA(BG)0178,556+178,556018,3060.13%+18,306
LPL FINL HLDGS INC(LPLA)69,994109,929+39,93515,93229,0430.21%+13,111
MGM RESORTS INTERNATIONAL(MGM)0582,400+582,400027,4950.20%+27,495
CONSOLIDATED EDISON INC(ED)487,710629,679+141,96944,36757,1810.41%+12,814
DICKS SPORTING GOODS INC(DKS)43,82284,750+40,9286,44019,0570.14%+12,617
LYONDELLBASELL INDUSTRIES N
SHS - A -
0558,567+558,567057,1300.41%+57,130
HCA HEALTHCARE INC(HCA)0208,516+208,516069,5460.50%+69,546
BUILDERS FIRSTSOURCE INC(BLDR)312,799309,556-3,24352,21964,5580.47%+12,339
STEEL DYNAMICS INC(STLD)337,011349,217+12,20639,80151,7640.37%+11,963
GLOBAL PMTS INC(GPN)927,719970,131+42,412117,820129,6680.94%+11,847
BERKSHIRE HATHAWAY INC DEL0231,347+231,347097,2860.70%+97,286
CANADIAN NAT RES LTD(CNQ)0835,073+835,073063,7310.46%+63,731
AFLAC INC(AFL)1,127,9351,215,358+87,42393,055104,3510.75%+11,296
BP PLC(BP)02,427,290+2,427,290091,4600.66%+91,460
TYSON FOODS INC(TSN)1,281,9091,358,123+76,21468,90379,7630.58%+10,860
FIFTH THIRD BANCORP(FITB)0289,170+289,170010,7600.08%+10,760
CSX CORP(CSX)3,402,3843,469,482+67,098117,961128,6140.93%+10,653
THE CIGNA GROUP(CI)0168,474+168,474061,1880.44%+61,188
WORTHINGTON ENTERPRISES INC(WOR)0166,335+166,335010,3510.07%+10,351
EOG RES INC(EOG)0419,360+419,360053,6110.39%+53,611
VIATRIS INC(VTRS)04,018,412+4,018,412047,9800.35%+47,980
PPG INDS INC(PPG)063,700+63,70009,2300.07%+9,230
BAXTER INTL INC1,390,1951,463,807+73,61253,74562,5630.45%+8,818
ALASKA AIR GROUP INC1,098,7721,203,275+104,50342,92951,7290.37%+8,800
CF INDS HLDGS INC(CF)0163,116+163,116013,5730.10%+13,573
ORGANON & CO(OGN)1,483,2481,595,387+112,13921,38829,9930.22%+8,605
RELIANCE INC(RS)96,431105,595+9,16426,97035,2880.25%+8,318
REGIONS FINANCIAL CORP NEW(RF)0390,146+390,14608,2090.06%+8,209
PNC FINL SVCS GROUP INC(PNC)123,623168,363+44,74019,14327,2070.20%+8,064
PHILLIPS 66(PSX)277,044274,318-2,72636,88644,8070.32%+7,921
TRAVELERS COMPANIES INC(TRV)0220,766+220,766050,8070.37%+50,807
EXPEDIA GROUP INC(EXPE)055,250+55,25007,6110.05%+7,611
VERIZON COMMUNICATIONS INC(VZ)2,031,6862,006,527-25,15976,59584,1940.61%+7,599
TOLL BROTHERS INC(TOL)0117,493+117,493015,2000.11%+15,200
BRIGHTSPRING HEALTH SVCS INC(BTSG)0160,000+160,00007,2130.05%+7,213
MCKESSON CORP(MCK)0100,842+100,842054,1370.39%+54,137
SM ENERGY CO(SM)317,931387,642+69,71112,31019,3240.14%+7,014
CHUBB LIMITED
COM
0220,503+220,503057,1390.41%+57,139
FISERV INC(FISV)0261,002+261,002041,7130.30%+41,713
PACCAR INC(PCAR)0266,667+266,667033,0370.24%+33,037
VISTRA CORP(VST)0215,234+215,234014,9910.11%+14,991
ELEVANCE HEALTH INC(ELV)0154,270+154,270079,9950.58%+79,995
DISH NETWORK CORPORATION
NOTE
000046,5350.34%+46,535
ATLAS ENERGY SOLUTIONS INC(AESI)0289,969+289,96906,5590.05%+6,559
OWENS CORNING NEW(OC)135,122159,078+23,95620,02926,5340.19%+6,505
TD SYNNEX CORPORATION(SNX)0102,417+102,417011,5830.08%+11,583
FIRSTENERGY CORP(FE)1,380,7311,473,178+92,44750,61856,8940.41%+6,277
KB HOME(KBH)0357,695+357,695025,3530.18%+25,353
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