Fund HoldingsBrandywine Global Investment Management, LLC

Total Portfolio Value
$13.87B
Total Bought
$2.17B
Total Sold
$2.31B
Net Transaction
-$140.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)195,792553,211+357,41999,043289,7442.09%+190,701
CVS HEALTH CORP(CVS)03,421,519+3,421,5190231,8081.67%+231,808
JOHNSON & JOHNSON(JNJ)02,118,530+2,118,5300351,3372.53%+351,337
VERIZON COMMUNICATIONS INC(VZ)03,930,312+3,930,3120178,2791.29%+178,279
DISNEY WALT CO(DIS)1,209,0852,038,345+829,260134,632201,1851.45%+66,553
3M CO(MMM)451,588812,133+360,54558,295119,2700.86%+60,974
MONDELEZ INTL INC(MDLZ)0782,783+782,783053,1120.38%+53,112
M & T BK CORP(MTB)0349,506+349,506062,4740.45%+62,474
NEXTERA ENERGY INC(NEE)350,750921,444+570,69425,14565,3210.47%+40,176
AT&T INC(T)09,749,805+9,749,8050275,7241.99%+275,724
HOST HOTELS & RESORTS INC(HST)02,717,136+2,717,136038,6110.28%+38,611
VALERO ENERGY CORP(VLO)0476,230+476,230062,8960.45%+62,896
COMCAST CORP NEW(CCZ)6,319,9737,428,720+1,108,747237,189274,1201.98%+36,931
T-MOBILE US INC(TMUS)0442,887+442,8870118,1220.85%+118,122
DEERE & CO(DE)373,567411,598+38,031158,280193,1841.39%+34,903
PEPSICO INC(PEP)291,341524,413+233,07244,30178,6300.57%+34,329
NEWMONT CORP(NEM)0687,378+687,378033,1870.24%+33,187
CHARTER COMMUNICATIONS INC N(CHTR)085,885+85,885031,6510.23%+31,651
EOG RES INC(EOG)0671,075+671,075086,0590.62%+86,059
UNITED PARCEL SERVICE INC(UPS)0272,593+272,593029,9830.22%+29,983
REGAL REXNORD CORPORATION(RRX)0225,539+225,539025,6780.19%+25,678
GLOBAL PMTS INC(GPN)000025,2040.18%+25,204
CHUBB LIMITED
COM
0282,793+282,793085,4010.62%+85,401
ICON PLC(ICLR)0134,394+134,394023,7200.17%+23,720
ABBVIE INC(ABBV)01,018,472+1,018,4720213,3901.54%+213,390
AFLAC INC(AFL)0523,236+523,236058,1790.42%+58,179
NORTHROP GRUMMAN CORP(NOC)044,171+44,171022,6160.16%+22,616
KIMBERLY-CLARK CORP(KMB)0333,884+333,884047,4850.34%+47,485
KENVUE INC(KVUE)0928,861+928,861022,2740.16%+22,274
DOLLAR GEN CORP NEW(DG)1,354,2481,389,892+35,644102,679122,2130.88%+19,534
NEWMARKET CORP(NEU)034,157+34,157019,3480.14%+19,348
HARTFORD INSURANCE GROUP INC(HIG)0303,499+303,499037,5520.27%+37,552
CORTEVA INC(CTVA)149,901417,509+267,6088,53826,2740.19%+17,735
METLIFE INC(MET)0659,158+659,158052,9240.38%+52,924
TRUIST FINL CORP(TFC)0395,069+395,069016,2570.12%+16,257
SEMPRA(SRE)0615,783+615,783043,9420.32%+43,942
CNH INDL N V
SHS
369,3671,584,169+1,214,8024,18519,4540.14%+15,269
COREBRIDGE FINL INC(CRBD)0464,062+464,062014,6500.11%+14,650
CALIFORNIA RES CORP(CRC)0328,776+328,776014,4560.10%+14,456
CANADIAN NAT RES LTD(CNQ)02,183,598+2,183,598067,2010.48%+67,201
TYSON FOODS INC(TSN)01,299,852+1,299,852082,9440.60%+82,944
ZIMMER BIOMET HOLDINGS INC(ZBH)0120,555+120,555013,6440.10%+13,644
WILLIAMS COS INC(WMB)526,380702,210+175,83028,48841,9640.30%+13,476
ARCH CAP GROUP LTD
ORD
302,693427,158+124,46527,95441,0840.30%+13,130
SKYWEST INC(SKYW)0146,955+146,955012,8390.09%+12,839
CATERPILLAR INC(CAT)0597,249+597,2490196,9731.42%+196,973
LOCKHEED MARTIN CORP(LMT)0386,007+386,0070172,4331.24%+172,433
HONEYWELL INTL INC(HON)340,904421,382+80,47877,00789,2280.64%+12,221
SOUTHWEST AIRLS CO(LUV)0357,812+357,812012,0150.09%+12,015
MICRON TECHNOLOGY INC(MU)0410,118+410,118035,6350.26%+35,635
SYSCO CORP(SYY)0607,754+607,754045,6060.33%+45,606
PROGRESSIVE CORP(PGR)0174,649+174,649049,4270.36%+49,427
EBAY INC.(EBAY)665,814782,713+116,89941,24753,0130.38%+11,766
ACADEMY SPORTS & OUTDOORS IN(ASO)0249,863+249,863011,3960.08%+11,396
MOLINA HEALTHCARE INC(MOH)033,147+33,147010,9180.08%+10,918
LAUDER ESTEE COS INC(EL)361,957574,698+212,74127,14037,9300.27%+10,791
GILEAD SCIENCES INC(GILD)740,097705,368-34,72968,36379,0360.57%+10,674
COTERRA ENERGY INC0360,437+360,437010,4170.08%+10,417
ULTA BEAUTY INC(ULTA)028,014+28,014010,2680.07%+10,268
EMCOR GROUP INC(EME)027,399+27,399010,1270.07%+10,127
STEEL DYNAMICS INC(STLD)0404,999+404,999050,6570.37%+50,657
CARLYLE GROUP INC(CG)0218,192+218,19209,5110.07%+9,511
NEWELL BRANDS INC(NWL)01,516,697+1,516,69709,4040.07%+9,404
WINNEBAGO INDS INC(WGO)00008,7950.06%+8,795
OVINTIV INC(OVV)0198,274+198,27408,4860.06%+8,486
BAIDU INC289,642356,822+67,18024,42032,8380.24%+8,419
DOMINION ENERGY INC(D)750,710867,062+116,35240,43348,6160.35%+8,183
FIFTH THIRD BANCORP(FITB)0512,298+512,298020,0820.14%+20,082
CORE NATURAL RESOURCES INC(CNR)095,475+95,47507,3610.05%+7,361
EXPEDITORS INTL WASH INC(EXPD)0242,856+242,856029,2030.21%+29,203
WEIS MKTS INC(WMK)094,155+94,15507,2550.05%+7,255
RENAISSANCERE HLDGS LTD(RNR)029,678+29,67807,1230.05%+7,123
MOLSON COORS BEVERAGE CO(TAP)0116,992+116,99207,1210.05%+7,121
ENCORE CAP GROUP INC(ECPG)00007,0530.05%+7,053
ALTRIA GROUP INC(MO)01,021,671+1,021,671061,3210.44%+61,321
THE CIGNA GROUP(CI)0165,942+165,942054,5950.39%+54,595
ALPHABET INC(GOOG)291,235400,098+108,86355,13161,8710.45%+6,740
ISHARES TR0268,699+268,699050,5580.36%+50,558
LKQ CORP(LKQ)0156,791+156,79106,6700.05%+6,670
AMBEV SA(ABEV)017,595,463+17,595,463040,9970.30%+40,997
WALMART INC(WMT)0455,029+455,029039,9470.29%+39,947
FOX CORP(FOX)0517,859+517,859029,3110.21%+29,311
PREMIER INC0332,654+332,65406,4140.05%+6,414
AMGEN INC(AMGN)063,720+63,720019,8520.14%+19,852
GENERAL MLS INC(GIS)757,010913,290+156,28048,27554,6060.39%+6,331
TENET HEALTHCARE CORP(THC)095,329+95,329012,8220.09%+12,822
NEWS CORP NEW(NWS)0228,778+228,77806,2270.04%+6,227
HCA HEALTHCARE INC(HCA)0199,363+199,363068,8900.50%+68,890
LEIDOS HOLDINGS INC(LDOS)0131,700+131,700017,7720.13%+17,772
FMC CORP(FMC)02,284,267+2,284,267096,3730.69%+96,373
ARCHER DANIELS MIDLAND CO0841,794+841,794040,4150.29%+40,415
CELANESE CORP DEL(CE)953,8021,265,895+312,09366,01371,8650.52%+5,852
EQUITABLE HLDGS INC513,391575,298+61,90724,21729,9670.22%+5,751
REGIONS FINANCIAL CORP NEW(RF)0779,618+779,618016,9410.12%+16,941
AMCOR PLC(AMCR)01,829,580+1,829,580017,7470.13%+17,747
BRISTOL-MYERS SQUIBB CO(BMY)0968,519+968,519059,0700.43%+59,070
COLGATE PALMOLIVE CO(CL)057,959+57,95905,4310.04%+5,431
PROCTER AND GAMBLE CO(PG)0156,769+156,769026,7170.19%+26,717
VICTORIAS SECRET AND CO(VSXY)0286,440+286,44005,3220.04%+5,322
NRG ENERGY INC(NRG)1,120,2651,114,008-6,257101,070106,3430.77%+5,273
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