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Brandywine Global Investment Management, LLC

Q1 2024 · 13F-HR

Brandywine Global Investment Management, LLCholdings as filed

Filed 2024-05-13 · accession 0000829108-24-000003

$13.85B
Reported value
696
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 696

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE & CO$397.4M2.87%1,984,114CommonSOLE
172967424CCITIGROUP INC$267.3M1.93%4,227,004CommonSOLE
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30231G102XOMEXXON MOBIL CORP$236.6M1.71%2,035,041CommonSOLE
478160104JNJJOHNSON & JOHNSON$234.5M1.69%1,482,545CommonSOLE
20825C104COPCONOCOPHILLIPS$226.4M1.63%1,778,552CommonSOLE
37045V100GMGENERAL MTRS CO$195.9M1.42%4,320,769CommonSOLE
126650100CVSCVS HEALTH CORP$184.8M1.33%2,316,651CommonSOLE
501044101KRKROGER CO$177.1M1.28%3,100,417CommonSOLE
060505104BACBANK AMERICA CORP$177.0M1.28%4,666,895CommonSOLE
20030N101CMCSACOMCAST CORP NEW$174.9M1.26%4,034,782CommonSOLE
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00287Y109ABBVABBVIE INC$156.1M1.13%857,338CommonSOLE
17275R102CSCOCISCO SYS INC$154.7M1.12%3,098,765CommonSOLE
N00985106AERAERCAP HOLDINGS NV$150.8M1.09%1,735,484CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$140.5M1.01%308,951CommonSOLE
00206R102TAT&T INC$134.8M0.97%7,656,589CommonSOLE
37940X102GPNGLOBAL PMTS INC$129.7M0.94%970,131CommonSOLE
126408103CSXCSX CORP$128.6M0.93%3,469,482CommonSOLE
872590104TMUST-MOBILE US INC$122.6M0.89%751,282CommonSOLE
254687106DISDISNEY WALT CO$119.3M0.86%974,736CommonSOLE
548661107LOWLOWES COS INC$116.7M0.84%458,312CommonSOLE
247361702DALDELTA AIR LINES INC DEL$115.4M0.83%2,410,681CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$114.6M0.83%600,387CommonSOLE
629377508NRGNRG ENERGY INC$113.8M0.82%1,681,209CommonSOLE
56585A102MPCMARATHON PETE CORP$113.2M0.82%561,867CommonSOLE
31428X106FDXFEDEX CORP$111.4M0.80%384,407CommonSOLE
244199105DEDEERE & CO$110.7M0.80%269,524CommonSOLE
G5960L103MDTMEDTRONIC PLC$109.2M0.79%1,253,054CommonSOLE
001055102AFLAFLAC INC$104.4M0.75%1,215,358CommonSOLE
369604301GEGENERAL ELECTRIC CO$103.1M0.74%587,146CommonSOLE
302491303FMCFMC CORP$97.7M0.71%1,533,297CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$97.3M0.70%231,347CommonSOLE
747525103QCOMQUALCOMM INC$96.6M0.70%570,470CommonSOLE
031162100AMGNAMGEN INC$91.7M0.66%322,399CommonSOLE
055622104BPBP PLC$91.5M0.66%2,427,290CommonSOLE
149123101CATCATERPILLAR INC$89.1M0.64%243,165CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$86.3M0.62%313,640CommonSOLE
025816109AXPAMERICAN EXPRESS CO$85.8M0.62%376,812CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$84.2M0.61%2,006,527CommonSOLE
020002101ALLALLSTATE CORP$83.2M0.60%480,850CommonSOLE
617446448MSMORGAN STANLEY$81.4M0.59%864,282CommonSOLE
036752103ELVELEVANCE HEALTH INC$80.0M0.58%154,270CommonSOLE
902494103TSNTYSON FOODS INC$79.8M0.58%1,358,123CommonSOLE
87612E106TGTTARGET CORP$76.2M0.55%430,040CommonSOLE
281020107EIXEDISON INTL$75.3M0.54%1,064,211CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$71.7M0.52%1,322,517CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$71.5M0.52%171,189CommonSOLE
780259305SHELSHELL PLC$71.4M0.52%1,064,554CommonSOLE
37733W204GSKGSK PLC$71.3M0.51%1,662,014CommonSOLE
40412C101HCAHCA HEALTHCARE INC$69.5M0.50%208,516CommonSOLE
718172109PMPHILIP MORRIS INTL INC$69.3M0.50%756,071CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$64.6M0.47%309,556CommonSOLE
205887102CAGCONAGRA BRANDS INC$64.4M0.46%2,171,135CommonSOLE
136385101CNQCANADIAN NAT RES LTD$63.7M0.46%835,073CommonSOLE
071813109BAXBAXTER INTL INC$62.6M0.45%1,463,807CommonSOLE
91913Y100VLOVALERO ENERGY CORP$62.2M0.45%364,216CommonSOLE
16115Q308GTLSCHART INDS INC$62.1M0.45%377,011CommonSOLE
880770102TERTERADYNE INC$61.8M0.45%547,742CommonSOLE
125523100CITHE CIGNA GROUP$61.2M0.44%168,474CommonSOLE
842587107SOSOUTHERN CO$60.1M0.43%837,702CommonSOLE
209115104EDCONSOLIDATED EDISON INC$57.2M0.41%629,679CommonSOLE
H1467J104CBCHUBB LIMITED$57.1M0.41%220,503CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$57.1M0.41%558,567CommonSOLE
337932107FEFIRSTENERGY CORP$56.9M0.41%1,473,178CommonSOLE
58155Q103MCKMCKESSON CORP$54.1M0.39%100,842CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$53.7M0.39%1,616,942CommonSOLE
26875P101EOGEOG RES INC$53.6M0.39%419,360CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$53.5M0.39%738,909CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$52.6M0.38%436,557CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$52.4M0.38%205,423CommonSOLE
858119100STLDSTEEL DYNAMICS INC$51.8M0.37%349,217CommonSOLE
011659109ALKALASKA AIR GROUP INC$51.7M0.37%1,203,275CommonSOLE
595112103MUMICRON TECHNOLOGY INC$51.1M0.37%433,671CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$50.8M0.37%220,766CommonSOLE
928881101VNTVONTIER CORPORATION$50.7M0.37%1,116,937CommonSOLE
228368106CCKCROWN HLDGS INC$50.3M0.36%634,286CommonSOLE
92556V106VTRSVIATRIS INC$48.0M0.35%4,018,412CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$47.8M0.35%657,943CommonSOLE
457187102INGRINGREDION INC$47.5M0.34%406,231CommonSOLE
375558103GILDGILEAD SCIENCES INC$46.8M0.34%638,993CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$46.5M0.34%74,160,000CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$46.4M0.34%925,156CommonSOLE
718546104PSXPHILLIPS 66$44.8M0.32%274,318CommonSOLE
536797103LADLITHIA MTRS INC$44.7M0.32%148,485CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$44.2M0.32%2,210,064CommonSOLE
30161N101EXCEXELON CORP$42.3M0.31%1,126,031CommonSOLE
337738108FISVFISERV INC$41.7M0.30%261,002CommonSOLE
464287598IWDISHARES TR$40.2M0.29%224,282CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$39.5M0.29%135,954CommonSOLE
02209S103MOALTRIA GROUP INC$39.1M0.28%897,408CommonSOLE
651639106NEMNEWMONT CORP$37.8M0.27%1,054,814CommonSOLE
23331A109DHID R HORTON INC$37.8M0.27%229,504CommonSOLE
670346105NUENUCOR CORP$37.3M0.27%188,636CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$36.8M0.27%380,245CommonSOLE
30161Q104EXELEXELIXIS INC$36.1M0.26%1,520,675CommonSOLE
701094104PHPARKER-HANNIFIN CORP$35.7M0.26%64,309CommonSOLE
086516101BBYBEST BUY INC$35.3M0.26%430,526CommonSOLE
759509102RSRELIANCE INC$35.3M0.25%105,595CommonSOLE
75513E101RTXRTX CORPORATION$35.1M0.25%360,338CommonSOLE
717081103PFEPFIZER INC$35.1M0.25%1,265,734CommonSOLE
370334104GISGENERAL MLS INC$34.9M0.25%498,198CommonSOLE
49177J102KVUEKENVUE INC$34.2M0.25%1,591,728CommonSOLE
80105N105SNYSANOFI$33.6M0.24%690,827CommonSOLE
052800109ALVAUTOLIV INC$33.5M0.24%278,044CommonSOLE
693718108PCARPACCAR INC$33.0M0.24%266,667CommonSOLE
345370860FFORD MTR CO DEL$32.5M0.23%2,444,395CommonSOLE
59156R108METMETLIFE INC$32.4M0.23%437,773CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$32.4M0.23%515,627CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$32.4M0.23%688,470CommonSOLE
745867101PHMPULTE GROUP INC$31.5M0.23%260,927CommonSOLE
559222401MGAMAGNA INTL INC$31.1M0.22%571,188CommonSOLE
03073E105CORCENCORA INC$30.9M0.22%126,992CommonSOLE
695156109PKGPACKAGING CORP AMER$30.7M0.22%161,529CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$30.1M0.22%463,244CommonSOLE
68622V106OGNORGANON & CO$30.0M0.22%1,595,387CommonSOLE
526057104LENLENNAR CORP$29.5M0.21%171,794CommonSOLE
466313103JBLJABIL INC$29.1M0.21%217,456CommonSOLE
50212V100LPLALPL FINL HLDGS INC$29.0M0.21%109,929CommonSOLE
969457100WMBWILLIAMS COS INC$28.8M0.21%739,270CommonSOLE
438516106HONHONEYWELL INTL INC$28.3M0.20%137,734CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$27.5M0.20%582,400CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$27.5M0.20%184,424CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$27.2M0.20%168,363CommonSOLE
00912X302ALAIR LEASE CORP$27.2M0.20%527,825CommonSOLE
690742101OCOWENS CORNING NEW$26.5M0.19%159,078CommonSOLE
902681105UGIUGI CORP NEW$26.3M0.19%1,071,734CommonSOLE
817565104SCISERVICE CORP INTL$26.0M0.19%350,617CommonSOLE
48666K109KBHKB HOME$25.4M0.18%357,695CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$25.0M0.18%434,453CommonSOLE
127097103CTRACOTERRA ENERGY INC$24.6M0.18%883,739CommonSOLE
552848103MTGMGIC INVT CORP WIS$24.5M0.18%1,095,264CommonSOLE
40434L105HPQHP INC$24.4M0.18%808,741CommonSOLE
911363109URIUNITED RENTALS INC$24.3M0.18%33,721CommonSOLE
64110D104NTAPNETAPP INC$24.1M0.17%229,449CommonSOLE
277432100EMNEASTMAN CHEM CO$23.7M0.17%236,454CommonSOLE
03076C106AMPAMERIPRISE FINL INC$23.6M0.17%53,810CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$23.4M0.17%30,921,000CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$23.4M0.17%144,165CommonSOLE
565849106MRO*MARATHON OIL CORP$23.3M0.17%823,102CommonSOLE
78442P106SLMSLM CORP$23.2M0.17%1,065,088CommonSOLE
500754106KHCKRAFT HEINZ CO$23.1M0.17%624,738CommonSOLE
816851109SRESEMPRA$22.9M0.17%318,781CommonSOLE
744320102PRUPRUDENTIAL FINL INC$22.6M0.16%192,673CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$22.5M0.16%185,228CommonSOLE
05329W102ANAUTONATION INC$22.1M0.16%133,387CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$22.0M0.16%131,907CommonSOLE
931142103WMTWALMART INC$21.8M0.16%363,124CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$21.5M0.16%322,402CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$21.3M0.15%325,576CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$21.3M0.15%1,158,689CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$21.1M0.15%12,921CommonSOLE
231021106CMICUMMINS INC$21.0M0.15%71,368CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$20.7M0.15%265,127CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$20.5M0.15%228,773CommonSOLE
91529Y106UNMUNUM GROUP$20.4M0.15%380,920CommonSOLE
742718109PGPROCTER AND GAMBLE CO$20.3M0.15%125,002CommonSOLE
260557103DOWDOW INC$20.1M0.15%347,573CommonSOLE
12653C108CNXCNX RES CORP$20.0M0.14%842,166CommonSOLE
142339100CSLCARLISLE COS INC$19.6M0.14%50,070CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$19.5M0.14%290,658CommonSOLE
37959E102GLGLOBE LIFE INC$19.4M0.14%166,477CommonSOLE
78454L100SMSM ENERGY CO$19.3M0.14%387,642CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$19.2M0.14%124,929CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$19.1M0.14%84,750CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$19.0M0.14%144,923CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$19.0M0.14%189,382CommonSOLE
16411R208LNGCHENIERE ENERGY INC$18.8M0.14%116,679CommonSOLE
783549108RRYDER SYS INC$18.7M0.14%155,922CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$18.5M0.13%218,391CommonSOLE
H11356104BGBUNGE GLOBAL SA$18.3M0.13%178,556CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$18.1M0.13%196,136CommonSOLE
15135B101CNCCENTENE CORP DEL$17.8M0.13%227,078CommonSOLE
87265H109T86TRI POINTE HOMES INC$17.8M0.13%459,561CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$17.8M0.13%172,284CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17.7M0.13%241,524CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$17.3M0.12%529,502CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$17.2M0.12%125,931CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$17.1M0.12%80,267CommonSOLE
042735100ARWARROW ELECTRS INC$17.1M0.12%132,005CommonSOLE
406216101HALHALLIBURTON CO$17.0M0.12%430,458CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$16.4M0.12%55,952CommonSOLE
680223104ORIOLD REP INTL CORP$16.3M0.12%530,343CommonSOLE
053807103AVTAVNET INC$15.5M0.11%313,264CommonSOLE
889478103TOLTOLL BROTHERS INC$15.2M0.11%117,493CommonSOLE
47580P103JELDJELD-WEN HLDG INC$15.1M0.11%712,285CommonSOLE
680665205OLNOLIN CORP$15.1M0.11%256,034CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$15.0M0.11%134,425CommonSOLE
92840M102VSTVISTRA CORP$15.0M0.11%215,234CommonSOLE
880779103TEXTEREX CORP NEW$14.8M0.11%230,392CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$14.8M0.11%228,191CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$14.8M0.11%223,720CommonSOLE
G0250X107AMCRAMCOR PLC$14.8M0.11%1,553,908CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$14.5M0.11%84,423CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.5M0.10%817,508CommonSOLE
750236101RDNRADIAN GROUP INC$14.4M0.10%430,647CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$14.3M0.10%435,458CommonSOLE
44891N208IACIAC INC$14.2M0.10%266,770CommonSOLE
045487105ASBASSOCIATED BANC CORP$14.2M0.10%660,733CommonSOLE
219350105GLWCORNING INC$14.2M0.10%430,974CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$14.2M0.10%422,389CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$14.1M0.10%233,707CommonSOLE
12740C103CADECADENCE BANK$14.0M0.10%483,221CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$14.0M0.10%159,892CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$13.9M0.10%205,313CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$13.9M0.10%58,800CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$13.8M0.10%184,095CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$13.8M0.10%121,031CommonSOLE
292562105WIREEURENCORE WIRE CORP$13.8M0.10%52,465CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$13.8M0.10%346,813CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$13.7M0.10%301,996CommonSOLE
55305B101MHOM/I HOMES INC$13.7M0.10%100,727CommonSOLE
857477103STTSTATE STR CORP$13.7M0.10%177,311CommonSOLE
117043109BCBRUNSWICK CORP$13.6M0.10%140,992CommonSOLE
125269100CFCF INDS HLDGS INC$13.6M0.10%163,116CommonSOLE
883203101TXTTEXTRON INC$13.6M0.10%141,372CommonSOLE
278642103EBAYEBAY INC.$13.4M0.10%254,333CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$13.4M0.10%109,883CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.3M0.10%97,772CommonSOLE
302520101FNBF N B CORP$13.3M0.10%940,453CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$13.2M0.10%182,908CommonSOLE
056752108BIDUBAIDU INC$13.2M0.10%124,982CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$13.1M0.09%238,189CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$13.0M0.09%502,549CommonSOLE
681919106OMCOMNICOM GROUP INC$13.0M0.09%134,548CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$13.0M0.09%943,302CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$12.9M0.09%38,920CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$12.8M0.09%58,720CommonSOLE
574599106MASMASCO CORP$12.8M0.09%162,149CommonSOLE
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103304101BYDBOYD GAMING CORP$12.6M0.09%187,113CommonSOLE
871829107SYYSYSCO CORP$12.5M0.09%154,168CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$12.4M0.09%136,259CommonSOLE
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12541W209CHRWC H ROBINSON WORLDWIDE INC$12.0M0.09%158,241CommonSOLE
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894164102TNLTRAVEL PLUS LEISURE CO$12.0M0.09%244,290CommonSOLE
260003108DOVDOVER CORP$11.9M0.09%66,940CommonSOLE
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316773100FITBFIFTH THIRD BANCORP$10.8M0.08%289,170CommonSOLE
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114340102AZTAAZENTA INC$10.5M0.08%174,390CommonSOLE
58933Y105MRKMERCK & CO INC$10.5M0.08%79,295CommonSOLE
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013091103ACIALBERTSONS COS INC$10.2M0.07%487,178CommonSOLE
03940R107ARCH1USDARCH RESOURCES INC$10.1M0.07%63,057CommonSOLE
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87165B103SYFSYNCHRONY FINANCIAL$9.8M0.07%227,753CommonSOLE
G4740B105ICHRICHOR HOLDINGS$9.8M0.07%254,143CommonSOLE
929089100VOYAVOYA FINANCIAL INC$9.8M0.07%132,062CommonSOLE
00091G104ACVAACV AUCTIONS INC$9.7M0.07%518,986CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$9.7M0.07%498,473CommonSOLE
156504300CCSCENTURY CMNTYS INC$9.7M0.07%100,360CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$9.6M0.07%218,973CommonSOLE
87901J105TGNATEGNA INC$9.6M0.07%640,768CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$9.5M0.07%154,851CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$9.5M0.07%420,000CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$9.5M0.07%169,446CommonSOLE
749660106RESRPC INC$9.4M0.07%1,220,182CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$9.4M0.07%183,002CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$9.3M0.07%621,000CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$9.3M0.07%154,713CommonSOLE
68268W103OMFONEMAIN HLDGS INC$9.3M0.07%181,222CommonSOLE
693506107PPGPPG INDS INC$9.2M0.07%63,700CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$9.2M0.07%738,897CommonSOLE
570535104MKLMARKEL GROUP INC$9.2M0.07%6,030CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9.0M0.07%68,666CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$9.0M0.06%168,237CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$8.9M0.06%82,466CommonSOLE
655664100JWNUSDNORDSTROM INC$8.9M0.06%439,473CommonSOLE
05465C100AXAXOS FINANCIAL INC$8.9M0.06%163,876CommonSOLE
71639T106PETQEURPETIQ INC$8.9M0.06%484,235CommonSOLE
384637104GHCGRAHAM HLDGS CO$8.8M0.06%11,513CommonSOLE
03076K108ABCBAMERIS BANCORP$8.8M0.06%181,078CommonSOLE
871332102SLVMSYLVAMO CORP$8.8M0.06%141,778CommonSOLE
20854L108CEIXEURCONSOL ENERGY INC NEW$8.6M0.06%103,177CommonSOLE
49926D109KNKNOWLES CORP$8.6M0.06%534,180CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$8.5M0.06%111,218CommonSOLE
833034101SNASNAP ON INC$8.5M0.06%28,699CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$8.5M0.06%46,390CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$8.4M0.06%134,978CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.3M0.06%219,586CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$8.3M0.06%288,810CommonSOLE
37247D106GNWGENWORTH FINL INC$8.2M0.06%1,278,548CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8.2M0.06%390,146CommonSOLE
254067101DDSDILLARDS INC$8.2M0.06%17,387CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$8.1M0.06%159,242CommonSOLE
53946R106LDILOANDEPOT INC$8.1M0.06%3,128,543CommonSOLE
608190104MHKMOHAWK INDS INC$8.1M0.06%61,902CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$8.1M0.06%4,506CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$8.1M0.06%48,189CommonSOLE
84857L101SRSPIRE INC$8.1M0.06%131,345CommonSOLE
14316J108CGCARLYLE GROUP INC$8.0M0.06%171,468CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$8.0M0.06%206,414CommonSOLE
74164M108PRIPRIMERICA INC$8.0M0.06%31,613CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$8.0M0.06%716,953CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$8.0M0.06%115,071CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$7.9M0.06%487,555CommonSOLE
018522300AEBAALLETE INC$7.9M0.06%132,571CommonSOLE
649604840ADAMNEW YORK MTG TR INC$7.9M0.06%1,094,326CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$7.9M0.06%60,206CommonSOLE
292554102ECPGENCORE CAP GROUP INC$7.8M0.06%171,672CommonSOLE
192576106COHUCOHU INC$7.8M0.06%233,316CommonSOLE
665859104NTRSNORTHERN TR CORP$7.8M0.06%87,289CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$7.7M0.06%429,819CommonSOLE
250565108DBIDESIGNER BRANDS INC$7.6M0.06%697,873CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$7.6M0.06%179,676CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.6M0.05%55,250CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$7.6M0.05%204,857CommonSOLE
91688F104UPWKUPWORK INC$7.5M0.05%611,267CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$7.4M0.05%428,388CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$7.4M0.05%139,808CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$7.4M0.05%17,994CommonSOLE
149150104CATYCATHAY GEN BANCORP$7.3M0.05%194,252CommonSOLE
629209305NMIHNMI HLDGS INC$7.3M0.05%224,741CommonSOLE
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$7.2M0.05%160,000CommonSOLE
703343103PATKPATRICK INDS INC$7.2M0.05%60,130CommonSOLE
647551100NMFCNEW MTN FIN CORP$7.1M0.05%561,026CommonSOLE
90187B804TWOTWO HBRS INVT CORP$7.1M0.05%535,140CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$7.1M0.05%194,723CommonSOLE
G7S00T104PNRPENTAIR PLC$7.0M0.05%82,504CommonSOLE
12621E103CNOCNO FINL GROUP INC$7.0M0.05%256,147CommonSOLE
29977A105EVREVERCORE INC$7.0M0.05%36,469CommonSOLE
421298100HAYWHAYWARD HLDGS INC$7.0M0.05%457,640CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$7.0M0.05%104,009CommonSOLE
118440106BKEBUCKLE INC$7.0M0.05%173,538CommonSOLE
379577208GMEDGLOBUS MED INC$7.0M0.05%129,881CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$7.0M0.05%196,839CommonSOLE
43940T109HOPEHOPE BANCORP INC$6.9M0.05%599,512CommonSOLE
896288107TNETTRINET GROUP INC$6.9M0.05%51,822CommonSOLE
360271100FULTFULTON FINL CORP PA$6.9M0.05%431,094CommonSOLE
86272C103STRASTRATEGIC ED INC$6.8M0.05%65,774CommonSOLE
G491BT108IVZINVESCO LTD$6.8M0.05%407,980CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$6.7M0.05%36,083CommonSOLE
81211K100SDASEALED AIR CORP NEW$6.7M0.05%178,829CommonSOLE
02079K305GOOGLALPHABET INC$6.6M0.05%43,836CommonSOLE
88337F105ODP1THE ODP CORP$6.6M0.05%124,449CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$6.6M0.05%289,969CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$6.5M0.05%212,709CommonSOLE
87240R107TFSLTFS FINL CORP$6.5M0.05%519,619CommonSOLE
460146103IPINTERNATIONAL PAPER CO$6.5M0.05%166,717CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$6.3M0.05%94,685CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.3M0.05%32,670CommonSOLE
63938C108NAVINAVIENT CORPORATION$6.3M0.05%361,483CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$6.2M0.05%446,910CommonSOLE
5168062058LP1VITAL ENERGY INC$6.2M0.04%117,853CommonSOLE
127203107WHDCACTUS INC$6.1M0.04%122,361CommonSOLE
974637100WGOWINNEBAGO INDS INC$6.1M0.04%82,529CommonSOLE
21871N101CXWCORECIVIC INC$6.0M0.04%387,327CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$6.0M0.04%192,939CommonSOLE
668771108GENGEN DIGITAL INC$6.0M0.04%269,631CommonSOLE
691497309OXMOXFORD INDS INC$6.0M0.04%53,722CommonSOLE
861896108SNEXSTONEX GROUP INC$6.0M0.04%85,266CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$6.0M0.04%209,603CommonSOLE
23918K108DVADAVITA INC$6.0M0.04%43,158CommonSOLE
36162J106GEOGEO GROUP INC NEW$5.9M0.04%419,626CommonSOLE
02005N100ALLYALLY FINL INC$5.9M0.04%145,877CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$5.9M0.04%371,383CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$5.9M0.04%55,015CommonSOLE
397624107GEFGREIF INC$5.9M0.04%84,800CommonSOLE
770323103RHIROBERT HALF INC.$5.8M0.04%73,660CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$5.8M0.04%20,013CommonSOLE
03743Q108APAAPA CORPORATION$5.8M0.04%169,481CommonSOLE
143130102KMXCARMAX INC$5.8M0.04%66,721CommonSOLE
401617105GU9GUESS INC$5.8M0.04%184,662CommonSOLE
830879102SKYWSKYWEST INC$5.8M0.04%83,729CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$5.7M0.04%449,234CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$5.7M0.04%524,157CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$5.6M0.04%246,554CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$5.6M0.04%249,192CommonSOLE
G0176J109ALLEALLEGION PLC$5.5M0.04%41,170CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$5.5M0.04%350,478CommonSOLE
262037104DRQEURDRIL-QUIP INC$5.4M0.04%239,481CommonSOLE
393657101GBXGREENBRIER COS INC$5.4M0.04%103,443CommonSOLE
03852U106ARMKARAMARK$5.3M0.04%164,151CommonSOLE
29357K103ENVAENOVA INTL INC$5.3M0.04%84,082CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$5.2M0.04%265,963CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$5.1M0.04%137,207CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$5.0M0.04%114,164CommonSOLE
806407102HSICHENRY SCHEIN INC$5.0M0.04%66,396CommonSOLE
129500104CALCALERES INC$5.0M0.04%122,103CommonSOLE
913259107UTLUNITIL CORP$4.9M0.04%93,500CommonSOLE
731068102PIIPOLARIS INC$4.9M0.04%48,861CommonSOLE
898349204TRSTTRUSTCO BK CORP N Y$4.9M0.04%173,642CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$4.9M0.04%105,519CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$4.8M0.03%117,700CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$4.8M0.03%89,375CommonSOLE
P31076105CPACOPA HOLDINGS SA$4.8M0.03%45,890CommonSOLE
070830104BBWIBATH & BODY WORKS INC$4.8M0.03%95,538CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$4.8M0.03%60,158CommonSOLE
929328102WSFSWSFS FINL CORP$4.8M0.03%105,368CommonSOLE
67103X102OFGOFG BANCORP$4.7M0.03%128,788CommonSOLE
64031N108NNINELNET INC$4.7M0.03%49,992CommonSOLE
87612G101TRGPTARGA RES CORP$4.6M0.03%41,455CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$4.6M0.03%158,670CommonSOLE
30257X104FBKFB FINL CORP$4.6M0.03%122,531CommonSOLE
403949100DINOHF SINCLAIR CORP$4.6M0.03%76,162CommonSOLE
26969P108EXPEAGLE MATLS INC$4.6M0.03%16,897CommonSOLE
929566107WNCWABASH NATL CORP$4.6M0.03%153,317CommonSOLE
553530106MSMMSC INDL DIRECT INC$4.6M0.03%47,210CommonSOLE
201723103CMCCOMMERCIAL METALS CO$4.6M0.03%77,708CommonSOLE
493267108KEYKEYCORP$4.6M0.03%288,689CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$4.6M0.03%157,292CommonSOLE
04621X108AIZASSURANT INC$4.6M0.03%24,182CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$4.5M0.03%85,496CommonSOLE
001084102AGCOAGCO CORP$4.5M0.03%36,801CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.5M0.03%64,594CommonSOLE
320557101INBKFIRST INTERNET BANCORP$4.5M0.03%128,818CommonSOLE
88033G407THCTENET HEALTHCARE CORP$4.5M0.03%42,546CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$4.5M0.03%59,744CommonSOLE
626755102MUSAMURPHY USA INC$4.4M0.03%10,613CommonSOLE
563571405MTWMANITOWOC CO INC$4.4M0.03%312,072CommonSOLE
913456109UVVUNIVERSAL CORP VA$4.4M0.03%84,521CommonSOLE
505336107LZBLA Z BOY INC$4.4M0.03%116,005CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$4.3M0.03%75,622CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$4.3M0.03%220,475CommonSOLE
521865204LEALEAR CORP$4.3M0.03%29,524CommonSOLE
775133101ROGROGERS CORP$4.2M0.03%35,496CommonSOLE
770700102HOODROBINHOOD MKTS INC$4.2M0.03%207,978CommonSOLE
596278101MIDDMIDDLEBY CORP$4.2M0.03%25,875CommonSOLE
148929102CAVACAVA GROUP INC$4.1M0.03%59,105CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$4.1M0.03%16,439CommonSOLE
751212101RLRALPH LAUREN CORP$4.1M0.03%21,682CommonSOLE
00676P107ADEAADEIA INC$4.0M0.03%369,418CommonSOLE
860630102SFSTIFEL FINL CORP$4.0M0.03%51,274CommonSOLE
75281A109RRCRANGE RES CORP$4.0M0.03%116,362CommonSOLE
318672706FBPFIRST BANCORP P R$4.0M0.03%227,484CommonSOLE
830566105SKAASKECHERS U S A INC$4.0M0.03%65,097CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.0M0.03%20,044CommonSOLE
71363P106PRDOPERDOCEO ED CORP$4.0M0.03%225,838CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$3.9M0.03%30,852CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$3.9M0.03%279,655CommonSOLE
688239201OSKOSHKOSH CORP$3.9M0.03%31,186CommonSOLE
302301106EZPWEZCORP INC$3.9M0.03%339,823CommonSOLE
457030104IMKTAINGLES MKTS INC$3.8M0.03%50,058CommonSOLE
806037107SCSCSCANSOURCE INC$3.8M0.03%86,595CommonSOLE
100557107SAMBOSTON BEER INC$3.8M0.03%12,396CommonSOLE
947890109WBSWEBSTER FINL CORP$3.8M0.03%74,095CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$3.7M0.03%4,000,000CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$3.7M0.03%287,700CommonSOLE
227046109CROXCROCS INC$3.7M0.03%25,815CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$3.7M0.03%123,116CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$3.7M0.03%20,403CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$3.6M0.03%108,467CommonSOLE
319383204BUSEFIRST BUSEY CORP$3.6M0.03%147,658CommonSOLE
807066105SCHLSCHOLASTIC CORP$3.5M0.03%93,899CommonSOLE
55345K10337MMRC GLOBAL INC$3.5M0.03%280,072CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$3.5M0.03%86,582CommonSOLE
12685JAE5CABO 0 03/15/26CABLE ONE INC$3.5M0.03%4,000,000CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$3.5M0.03%68,670CommonSOLE
670837103OGEOGE ENERGY CORP$3.5M0.02%100,655CommonSOLE
928254101VIRTVIRTU FINL INC$3.4M0.02%167,774CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$3.4M0.02%70,388CommonSOLE
90138F102TWLOTWILIO INC$3.4M0.02%56,834CommonSOLE
00258W108THE AARONS COMPANY INC$3.4M0.02%453,966CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$3.4M0.02%131,392CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$3.4M0.02%37,152CommonSOLE
89531P105TREXTREX CO INC$3.4M0.02%33,612CommonSOLE
824889109SCVLSHOE CARNIVAL INC$3.3M0.02%90,191CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$3.3M0.02%166,542CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$3.3M0.02%71,843CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$3.2M0.02%26,352CommonSOLE
96684W100WHOLE EARTH BRANDS INC$3.2M0.02%666,640CommonSOLE
864159108RGRSTURM RUGER & CO INC$3.2M0.02%69,700CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$3.2M0.02%275,813CommonSOLE
783859101STBAS & T BANCORP INC$3.2M0.02%100,149CommonSOLE
09624H208BXCBLUELINX HLDGS INC$3.2M0.02%24,619CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$3.2M0.02%559,000CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$3.2M0.02%345,757CommonSOLE
294628102HP5AEQUITY COMWLTH$3.2M0.02%168,910CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$3.1M0.02%40,671CommonSOLE
248019101DLXDELUXE CORP$3.1M0.02%150,609CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$3.1M0.02%27,514CommonSOLE
449172105HYHYSTER YALE MATLS HANDLING I$3.1M0.02%48,177CommonSOLE
86183P102SRISTONERIDGE INC$3.1M0.02%167,511CommonSOLE
58844R108MBINMERCHANTS BANCORP IND$3.1M0.02%71,458CommonSOLE
50060P106KOPKOPPERS HOLDINGS INC$3.1M0.02%55,820CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$3.1M0.02%70,331CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$3.1M0.02%150,211CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.