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Brandywine Global Investment Management, LLC

Q3 2024 · 13F-HR

Brandywine Global Investment Management, LLCholdings as filed

Filed 2024-11-12 · accession 0000829108-24-000008

$15.00B
Reported value
669
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 669

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE & CO.$427.4M2.85%1,929,797CommonSOLE
060505104BACBANK AMERICA CORP$282.9M1.89%6,749,225CommonSOLE
172967424CCITIGROUP INC$272.0M1.81%4,121,307CommonSOLE
478160104JNJJOHNSON & JOHNSON$270.5M1.80%1,674,006CommonSOLE
166764100CVXCHEVRON CORP NEW$241.6M1.61%1,591,694CommonSOLE
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00287Y109ABBVABBVIE INC$225.5M1.50%1,152,580CommonSOLE
37045V100GMGENERAL MTRS CO$212.7M1.42%4,374,235CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$209.8M1.40%891,741CommonSOLE
20825C104COPCONOCOPHILLIPS$204.5M1.36%1,868,151CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$199.3M1.33%326,327CommonSOLE
20030N101CMCSACOMCAST CORP NEW$197.8M1.32%4,713,380CommonSOLE
872590104TMUST-MOBILE US INC$193.5M1.29%896,419CommonSOLE
949746101WMT2WELLS FARGO CO NEW$192.0M1.28%3,089,396CommonSOLE
149123101CATCATERPILLAR INC$180.5M1.20%458,263CommonSOLE
501044101KRKROGER CO$172.2M1.15%3,114,719CommonSOLE
247361702DALDELTA AIR LINES INC DEL$164.7M1.10%3,097,278CommonSOLE
126650100CVSCVS HEALTH CORP$148.3M0.99%2,198,154CommonSOLE
001055102AFLAFLAC INC$144.2M0.96%1,264,131CommonSOLE
126408103CSXCSX CORP$142.1M0.95%4,025,915CommonSOLE
244199105DEDEERE & CO$141.0M0.94%345,924CommonSOLE
548661107LOWLOWES COS INC$139.0M0.93%495,210CommonSOLE
37940X102GPNGLOBAL PMTS INC$137.5M0.92%1,339,285CommonSOLE
G5960L103MDTMEDTRONIC PLC$137.3M0.92%1,525,608CommonSOLE
17275R102CSCOCISCO SYS INC$136.6M0.91%2,516,589CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$128.6M0.86%2,976,874CommonSOLE
718172109PMPHILIP MORRIS INTL INC$121.8M0.81%1,014,266CommonSOLE
N00985106AERAERCAP HOLDINGS NV$121.4M0.81%1,246,148CommonSOLE
31428X106FDXFEDEX CORP$120.7M0.80%451,200CommonSOLE
254687106DISDISNEY WALT CO$115.4M0.77%1,214,744CommonSOLE
025816109AXPAMERICAN EXPRESS CO$112.3M0.75%406,038CommonSOLE
617446448MSMORGAN STANLEY$104.8M0.70%933,595CommonSOLE
302491303FMCFMC CORP$101.6M0.68%1,619,475CommonSOLE
56585A102MPCMARATHON PETE CORP$100.8M0.67%620,528CommonSOLE
75513E101RTXRTX CORPORATION$100.5M0.67%806,575CommonSOLE
281020107EIXEDISON INTL$99.4M0.66%1,176,256CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$98.3M0.66%336,043CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$97.1M0.65%185,734CommonSOLE
629377508NRGNRG ENERGY INC$96.4M0.64%1,070,442CommonSOLE
87612E106TGTTARGET CORP$95.5M0.64%604,297CommonSOLE
020002101ALLALLSTATE CORP$90.9M0.61%476,955CommonSOLE
40412C101HCAHCA HEALTHCARE INC$89.2M0.59%225,270CommonSOLE
58933Y105MRKMERCK & CO INC$88.2M0.59%804,265CommonSOLE
682189105ONON SEMICONDUCTOR CORP$85.5M0.57%1,174,182CommonSOLE
036752103ELVELEVANCE HEALTH INC$84.9M0.57%166,762CommonSOLE
98389B100XELXCEL ENERGY INC$80.6M0.54%1,279,421CommonSOLE
902494103TSNTYSON FOODS INC$78.5M0.52%1,311,600CommonSOLE
055622104BPBP PLC$75.2M0.50%2,351,195CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$73.7M0.49%913,573CommonSOLE
438516106HONHONEYWELL INTL INC$72.6M0.48%333,652CommonSOLE
228368106CCKCROWN HLDGS INC$71.3M0.48%763,373CommonSOLE
205887102CAGCONAGRA BRANDS INC$70.7M0.47%2,400,555CommonSOLE
780259305SHELSHELL PLC$70.5M0.47%1,030,648CommonSOLE
337932107FEFIRSTENERGY CORP$69.8M0.47%1,616,260CommonSOLE
H1467J104CBCHUBB LIMITED$68.6M0.46%237,441CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$66.7M0.44%3,375,252CommonSOLE
256677105DGDOLLAR GEN CORP NEW$65.6M0.44%822,364CommonSOLE
125523100CITHE CIGNA GROUP$65.4M0.44%185,956CommonSOLE
464287598IWDISHARES TR$64.7M0.43%335,803CommonSOLE
136385101CNQCANADIAN NAT RES LTD$64.0M0.43%1,673,411CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$63.8M0.43%1,212,236CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$63.3M0.42%321,598CommonSOLE
559222401MGAMAGNA INTL INC$63.1M0.42%1,497,442CommonSOLE
37733W204GSKGSK PLC$62.8M0.42%1,604,496CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$61.7M0.41%74,065,000CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$60.5M0.40%2,477,186CommonSOLE
26875P101EOGEOG RES INC$59.2M0.39%450,184CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$58.0M0.39%503,891CommonSOLE
670346105NUENUCOR CORP$57.9M0.39%378,673CommonSOLE
91913Y100VLOVALERO ENERGY CORP$57.9M0.39%409,845CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$57.7M0.38%240,324CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$57.2M0.38%612,363CommonSOLE
02209S103MOALTRIA GROUP INC$55.9M0.37%1,121,194CommonSOLE
58155Q103MCKMCKESSON CORP$55.9M0.37%109,665CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$55.6M0.37%2,067,273CommonSOLE
30161N101EXCEXELON CORP$54.9M0.37%1,375,741CommonSOLE
337738108FISVFISERV INC$54.3M0.36%280,905CommonSOLE
071813109BAXBAXTER INTL INC$53.8M0.36%1,457,192CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$53.2M0.35%1,241,064CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$53.0M0.35%208,930CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$52.0M0.35%113,136CommonSOLE
718546104PSXPHILLIPS 66$52.0M0.35%383,792CommonSOLE
928881101VNTVONTIER CORPORATION$51.3M0.34%1,493,942CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$50.6M0.34%1,816,126CommonSOLE
500754106KHCKRAFT HEINZ CO$49.9M0.33%1,410,946CommonSOLE
744320102PRUPRUDENTIAL FINL INC$49.8M0.33%398,157CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$48.8M0.33%633,632CommonSOLE
858119100STLDSTEEL DYNAMICS INC$48.4M0.32%371,486CommonSOLE
92556V106VTRSVIATRIS INC$47.6M0.32%4,176,134CommonSOLE
02079K305GOOGLALPHABET INC$46.6M0.31%282,768CommonSOLE
23331A109DHID R HORTON INC$46.1M0.31%246,268CommonSOLE
16115Q308GTLSCHART INDS INC$46.0M0.31%361,318CommonSOLE
745867101PHMPULTE GROUP INC$46.0M0.31%322,747CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$45.3M0.30%320,275CommonSOLE
80105N105SNYSANOFI$43.2M0.29%786,596CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$42.5M0.28%383,120CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$42.1M0.28%223,396CommonSOLE
02319V103ABEVAMBEV SA$41.5M0.28%17,733,447CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$41.0M0.27%51,609,000CommonSOLE
59156R108METMETLIFE INC$40.7M0.27%473,968CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$39.7M0.26%684,834CommonSOLE
693718108PCARPACCAR INC$37.3M0.25%344,562CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$36.3M0.24%1,459,580CommonSOLE
743315103PGRPROGRESSIVE CORP$36.0M0.24%142,997CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$35.9M0.24%468,780CommonSOLE
717081103PFEPFIZER INC$35.4M0.24%1,216,199CommonSOLE
911363109URIUNITED RENTALS INC$34.4M0.23%41,022CommonSOLE
370334104GISGENERAL MLS INC$33.9M0.23%478,702CommonSOLE
526057104LENLENNAR CORP$33.6M0.22%185,114CommonSOLE
690742101OCOWENS CORNING NEW$33.3M0.22%177,721CommonSOLE
871829107SYYSYSCO CORP$33.2M0.22%441,675CommonSOLE
40434L105HPQHP INC$32.8M0.22%874,739CommonSOLE
759509102RSRELIANCE INC$32.7M0.22%111,351CommonSOLE
25746U109DDOMINION ENERGY INC$31.3M0.21%550,651CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$31.2M0.21%199,253CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$31.2M0.21%349,623CommonSOLE
03073E105CORCENCORA INC$31.1M0.21%138,251CommonSOLE
053332102AZOAUTOZONE INC$30.8M0.21%9,775CommonSOLE
595112103MUMICRON TECHNOLOGY INC$30.4M0.20%280,715CommonSOLE
49177J102KVUEKENVUE INC$30.4M0.20%1,405,809CommonSOLE
231021106CMICUMMINS INC$30.2M0.20%89,395CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$30.1M0.20%254,209CommonSOLE
931142103WMTWALMART INC$29.9M0.20%372,024CommonSOLE
278642103EBAYEBAY INC.$29.7M0.20%444,685CommonSOLE
03076C106AMPAMERIPRISE FINL INC$29.7M0.20%58,868CommonSOLE
00922RAD7AIR TRANS SVCS GROUP INC$29.7M0.20%31,420,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$29.1M0.19%117,161CommonSOLE
345370860FFORD MTR CO$28.9M0.19%2,649,524CommonSOLE
842587107SOSOUTHERN CO$28.8M0.19%320,907CommonSOLE
816851109SRESEMPRA$28.7M0.19%345,386CommonSOLE
16411R208LNGCHENIERE ENERGY INC$28.3M0.19%150,049CommonSOLE
48666K109KBHKB HOME$28.1M0.19%346,286CommonSOLE
817565104SCISERVICE CORP INTL$27.7M0.18%365,449CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$27.4M0.18%352,667CommonSOLE
68622V106OGNORGANON & CO$27.3M0.18%1,508,076CommonSOLE
552848103MTGMGIC INVT CORP WIS$27.3M0.18%1,056,483CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$27.1M0.18%188,936CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$27.0M0.18%671,845CommonSOLE
12653C108CNXCNX RES CORP$26.6M0.18%757,610CommonSOLE
125269100CFCF INDS HLDGS INC$26.4M0.18%303,921CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$26.2M0.17%535,756CommonSOLE
011659109ALKALASKA AIR GROUP INC$26.0M0.17%582,335CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$25.1M0.17%166,971CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$25.0M0.17%792,905CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$24.9M0.17%324,740CommonSOLE
260557103DOWDOW INC$24.7M0.16%461,297CommonSOLE
969457100WMBWILLIAMS COS INC$24.6M0.16%481,220CommonSOLE
565849106MRO*MARATHON OIL CORP$24.5M0.16%883,848CommonSOLE
62944T105NVRNVR INC$24.4M0.16%2,511CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$24.4M0.16%226,478CommonSOLE
142339100CSLCARLISLE COS INC$24.4M0.16%50,678CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$24.3M0.16%198,680CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$23.6M0.16%303,535CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$23.4M0.16%210,591CommonSOLE
05329W102ANAUTONATION INC$23.4M0.16%139,754CommonSOLE
209115104EDCONSOLIDATED EDISON INC$23.3M0.16%226,582CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$22.9M0.15%155,530CommonSOLE
783549108RRYDER SYS INC$22.3M0.15%147,328CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$22.3M0.15%228,351CommonSOLE
H11356104BGBUNGE GLOBAL SA$22.3M0.15%231,315CommonSOLE
87265H109T86TRI POINTE HOMES INC$22.2M0.15%494,786CommonSOLE
742718109PGPROCTER AND GAMBLE CO$22.1M0.15%128,043CommonSOLE
15135B101CNCCENTENE CORP DEL$22.0M0.15%301,487CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$21.9M0.15%153,445CommonSOLE
81211K100SDASEALED AIR CORP NEW$21.6M0.14%609,017CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$20.7M0.14%132,069CommonSOLE
883203101TXTTEXTRON INC$20.1M0.13%226,850CommonSOLE
680223104ORIOLD REP INTL CORP$20.0M0.13%562,238CommonSOLE
466313103JBLJABIL INC$19.9M0.13%158,583CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$19.9M0.13%452,748CommonSOLE
55305B101MHOM/I HOMES INC$19.7M0.13%117,670CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$19.5M0.13%141,837CommonSOLE
00912X302ALAIR LEASE CORP$19.4M0.13%435,880CommonSOLE
35137L105FOXAFOX CORP$19.0M0.13%457,629CommonSOLE
056752108BIDUBAIDU INC$18.6M0.12%187,762CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$18.5M0.12%52,010CommonSOLE
84857L101SRSPIRE INC$18.3M0.12%280,903CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$18.3M0.12%881,025CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$17.7M0.12%158,338CommonSOLE
053807103AVTAVNET INC$17.6M0.12%318,196CommonSOLE
857477103STTSTATE STR CORP$17.4M0.12%191,591CommonSOLE
412822108HOGHARLEY DAVIDSON INC$17.3M0.12%488,731CommonSOLE
78442P106SLMSLM CORP$17.3M0.12%748,350CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17.2M0.11%458,238CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$16.9M0.11%243,361CommonSOLE
031162100AMGNAMGEN INC$16.8M0.11%51,877CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$16.3M0.11%304,458CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$16.2M0.11%404,288CommonSOLE
219948106CPAYCORPAY INC$16.1M0.11%47,477CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$16.0M0.11%70,989CommonSOLE
092113109BKHBLACK HILLS CORP$15.8M0.11%261,940CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$15.8M0.11%7,763CommonSOLE
750236101RDNRADIAN GROUP INC$15.5M0.10%446,459CommonSOLE
69351T106PPLPPL CORP$15.5M0.10%484,342CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$15.1M0.10%116,213CommonSOLE
681919106OMCOMNICOM GROUP INC$15.0M0.10%145,610CommonSOLE
574599106MASMASCO CORP$14.9M0.10%175,780CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$14.8M0.10%87,884CommonSOLE
12740C103CADECADENCE BANK$14.7M0.10%448,754CommonSOLE
375558103GILDGILEAD SCIENCES INC$14.6M0.10%171,778CommonSOLE
42704L104HRIHERC HLDGS INC$14.4M0.10%85,178CommonSOLE
55261F104MTBM & T BK CORP$14.3M0.10%77,028CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$14.1M0.09%134,101CommonSOLE
260003108DOVDOVER CORP$13.9M0.09%71,814CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13.9M0.09%313,012CommonSOLE
504922105LHLABCORP HOLDINGS INC$13.8M0.09%63,820CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$13.8M0.09%92,585CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$13.7M0.09%125,317CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$13.7M0.09%216,135CommonSOLE
086516101BBYBEST BUY INC$13.7M0.09%141,309CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$13.7M0.09%126,454CommonSOLE
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00790R104WMSADVANCED DRAIN SYS INC DEL$13.3M0.09%85,806CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$13.2M0.09%237,841CommonSOLE
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665531307NOGNORTHERN OIL & GAS INC$13.0M0.09%327,900CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$12.9M0.09%158,118CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$12.8M0.09%824,096CommonSOLE
372460105GPCGENUINE PARTS CO$12.7M0.08%90,777CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$12.6M0.08%409,986CommonSOLE
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559663109MGYMAGNOLIA OIL & GAS CORP$12.5M0.08%466,512CommonSOLE
71639T106PETQEURPETIQ INC$12.4M0.08%400,807CommonSOLE
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880779103TEXTEREX CORP NEW$12.1M0.08%218,506CommonSOLE
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66765N105NWNNORTHWEST NAT HLDG CO$10.9M0.07%271,527CommonSOLE
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29977A105EVREVERCORE INC$10.0M0.07%36,982CommonSOLE
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14316J108CGCARLYLE GROUP INC$9.8M0.07%202,063CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$9.8M0.07%166,705CommonSOLE
488401100KMPRKEMPER CORP$9.7M0.06%158,856CommonSOLE
36251C103GMS1EURGMS INC$9.7M0.06%102,930CommonSOLE
87901J105TGNATEGNA INC$9.7M0.06%600,036CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$9.5M0.06%250,373CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$9.5M0.06%116,543CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$9.4M0.06%154,211CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$9.4M0.06%634,607CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$9.4M0.06%49,338CommonSOLE
134429109CPBCAMPBELL SOUP CO$9.3M0.06%194,381CommonSOLE
03940R107ARCH1USDARCH RESOURCES INC$9.3M0.06%63,742CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$9.2M0.06%438,910CommonSOLE
30034W106EVRGEVERGY INC$9.0M0.06%151,296CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$8.9M0.06%154,836CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$8.9M0.06%89,350CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$8.8M0.06%129,295CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8.7M0.06%181,417CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$8.7M0.06%171,989CommonSOLE
68268W103OMFONEMAIN HLDGS INC$8.7M0.06%187,674CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8.7M0.06%90,186CommonSOLE
693506107PPGPPG INDS INC$8.7M0.06%67,578CommonSOLE
384637104GHCGRAHAM HLDGS CO$8.7M0.06%10,711CommonSOLE
64082B102NRDSNERDWALLET INC$8.6M0.06%720,512CommonSOLE
277432100EMNEASTMAN CHEM CO$8.6M0.06%77,789CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8.6M0.06%55,184CommonSOLE
629209305NMIHNMI HLDGS INC$8.6M0.06%208,647CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$8.5M0.06%678,461CommonSOLE
37247D106GNWGENWORTH FINL INC$8.5M0.06%1,186,270CommonSOLE
117043109BCBRUNSWICK CORP$8.4M0.06%101,513CommonSOLE
12621E103CNOCNO FINL GROUP INC$8.4M0.06%238,549CommonSOLE
315616102FFIVF5 INC$8.4M0.06%38,468CommonSOLE
150870103CECELANESE CORP DEL$8.3M0.06%61,411CommonSOLE
626755102MUSAMURPHY USA INC$8.3M0.06%17,019CommonSOLE
191098102COKECOCA COLA CONS INC$8.3M0.06%6,374CommonSOLE
876030107TPRTAPESTRY INC$8.2M0.05%179,797CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$8.1M0.05%407,178CommonSOLE
47580P103JELDJELD-WEN HLDG INC$8.1M0.05%527,446CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$8.1M0.05%398,258CommonSOLE
G0176J109ALLEALLEGION PLC$8.1M0.05%54,222CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$8.1M0.05%392,118CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$8.1M0.05%273,576CommonSOLE
149150104CATYCATHAY GEN BANCORP$8.1M0.05%180,369CommonSOLE
49926D109KNKNOWLES CORP$7.9M0.05%445,232CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$7.9M0.05%170,048CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$7.9M0.05%505,680CommonSOLE
344849104WOOFOOT LOCKER INC$7.8M0.05%328,409CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$7.7M0.05%35,596CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$7.7M0.05%520,015CommonSOLE
118440106BKEBUCKLE INC$7.7M0.05%178,566CommonSOLE
26969P108EXPEAGLE MATLS INC$7.6M0.05%25,706CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$7.6M0.05%4,133CommonSOLE
74164M108PRIPRIMERICA INC$7.5M0.05%26,993CommonSOLE
143130102KMXCARMAX INC$7.4M0.05%101,388CommonSOLE
114340102AZTAAZENTA INC$7.4M0.05%161,986CommonSOLE
731068102PIIPOLARIS INC$7.3M0.05%90,180CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$7.3M0.05%188,218CommonSOLE
879369106TFXTELEFLEX INCORPORATED$7.3M0.05%30,597CommonSOLE
360271100FULTFULTON FINL CORP PA$7.3M0.05%399,941CommonSOLE
830879102SKYWSKYWEST INC$7.2M0.05%77,781CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$7.2M0.05%389,750CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$7.1M0.05%689,703CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$7.1M0.05%276,821CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$7.1M0.05%109,462CommonSOLE
87612G101TRGPTARGA RES CORP$7.1M0.05%42,478CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7.0M0.05%78,405CommonSOLE
91529Y106UNMUNUM GROUP$7.0M0.05%111,027CommonSOLE
57638P104MBCMASTERBRAND INC$6.9M0.05%380,974CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$6.9M0.05%44,474CommonSOLE
861896108SNEXSTONEX GROUP INC$6.9M0.05%79,191CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$6.8M0.05%57,133CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$6.8M0.05%76,548CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$6.8M0.05%473,588CommonSOLE
042735100ARWARROW ELECTRS INC$6.8M0.05%50,348CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$6.7M0.04%128,445CommonSOLE
591520200MEIMETHODE ELECTRS INC$6.7M0.04%605,871CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$6.7M0.04%254,128CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$6.7M0.04%25,742CommonSOLE
29357K103ENVAENOVA INTL INC$6.7M0.04%78,141CommonSOLE
292554102ECPGENCORE CAP GROUP INC$6.7M0.04%149,042CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$6.6M0.04%19,367CommonSOLE
87240R107TFSLTFS FINL CORP$6.5M0.04%501,521CommonSOLE
418056107HASHASBRO INC$6.5M0.04%91,077CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$6.5M0.04%127,269CommonSOLE
G4740B105ICHRICHOR HOLDINGS$6.4M0.04%213,774CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$6.4M0.04%74,121CommonSOLE
43940T109HOPEHOPE BANCORP INC$6.3M0.04%488,431CommonSOLE
896288107TNETTRINET GROUP INC$6.3M0.04%64,187CommonSOLE
00508Y102AYIACUITY BRANDS INC$6.3M0.04%20,287CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$6.2M0.04%154,531CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$6.2M0.04%325,165CommonSOLE
749660106RESRPC INC$6.2M0.04%887,412CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6.2M0.04%25,130CommonSOLE
53946R106LDILOANDEPOT INC$6.1M0.04%2,243,998CommonSOLE
563571405MTWMANITOWOC CO INC$6.1M0.04%616,830CommonSOLE
92854T100VIVID SEATS INC$6.1M0.04%1,562,511CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$6.1M0.04%6,500,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$6.0M0.04%223,770CommonSOLE
192576106COHUCOHU INC$5.9M0.04%226,679CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$5.9M0.04%100,899CommonSOLE
806407102HSICHENRY SCHEIN INC$5.9M0.04%83,006CommonSOLE
127203107WHDCACTUS INC$5.9M0.04%93,467CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$5.9M0.04%231,388CommonSOLE
95082P105WCCWESCO INTL INC$5.9M0.04%33,450CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$5.8M0.04%58,322CommonSOLE
457187102INGRINGREDION INC$5.8M0.04%43,202CommonSOLE
90187B804TWOTWO HBRS INVT CORP$5.8M0.04%449,116CommonSOLE
36162J106GEOGEO GROUP INC NEW$5.7M0.04%389,386CommonSOLE
860630102SFSTIFEL FINL CORP$5.7M0.04%58,242CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$5.7M0.04%416,755CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$5.7M0.04%179,532CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$5.7M0.04%535,758CommonSOLE
04621X108AIZASSURANT INC$5.6M0.04%29,294CommonSOLE
02005N100ALLYALLY FINL INC$5.6M0.04%157,549CommonSOLE
830566105SKAASKECHERS U S A INC$5.6M0.04%86,135CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$5.6M0.04%40,436CommonSOLE
P31076105CPACOPA HOLDINGS SA$5.6M0.04%57,310CommonSOLE
227046109CROXCROCS INC$5.6M0.04%39,909CommonSOLE
093671105HRBBLOCK H & R INC$5.6M0.04%91,649CommonSOLE
770323103RHIROBERT HALF INC.$5.5M0.04%80,937CommonSOLE
647551100NMFCNEW MTN FIN CORP$5.5M0.04%470,297CommonSOLE
30257X104FBKFB FINL CORP$5.4M0.04%113,822CommonSOLE
981475106WKCWORLD KINECT CORPORATION$5.4M0.04%177,281CommonSOLE
493267108KEYKEYCORP$5.4M0.04%310,903CommonSOLE
78454L100SMSM ENERGY CO$5.4M0.04%120,972CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5.4M0.04%26,285CommonSOLE
406216101HALHALLIBURTON CO$5.4M0.04%176,045CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$5.3M0.04%142,677CommonSOLE
91688F104UPWKUPWORK INC$5.3M0.04%510,643CommonSOLE
67103X102OFGOFG BANCORP$5.3M0.04%119,637CommonSOLE
G491BT108IVZINVESCO LTD$5.3M0.04%299,579CommonSOLE
670837103OGEOGE ENERGY CORP$5.3M0.04%131,357CommonSOLE
64031N108NNINELNET INC$5.2M0.03%46,479CommonSOLE
090572207BIOBIO RAD LABS INC$5.2M0.03%15,309CommonSOLE
393657101GBXGREENBRIER COS INC$5.2M0.03%99,410CommonSOLE
784117103SEICSEI INVTS CO$5.2M0.03%73,220CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$5.2M0.03%97,872CommonSOLE
63938C108NAVINAVIENT CORPORATION$5.2M0.03%335,086CommonSOLE
889478103TOLTOLL BROTHERS INC$5.1M0.03%32,990CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$5.1M0.03%114,367CommonSOLE
649604840ADAMNEW YORK MTG TR INC$5.1M0.03%915,546CommonSOLE
929328102WSFSWSFS FINL CORP$5.0M0.03%98,063CommonSOLE
552690109MDUMDU RES GROUP INC$5.0M0.03%172,964CommonSOLE
397624107GEFGREIF INC$5.0M0.03%78,744CommonSOLE
71363P106PRDOPERDOCEO ED CORP$4.9M0.03%230,646CommonSOLE
21871N101CXWCORECIVIC INC$4.9M0.03%359,468CommonSOLE
608190104MHKMOHAWK INDS INC$4.9M0.03%30,799CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$4.8M0.03%158,181CommonSOLE
947890109WBSWEBSTER FINL CORP$4.7M0.03%97,683CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$4.7M0.03%63,662CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$4.6M0.03%204,276CommonSOLE
00091G104ACVAACV AUCTIONS INC$4.6M0.03%246,970CommonSOLE
589378108MRCYMERCURY SYS INC$4.6M0.03%128,411CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.6M0.03%153,429CommonSOLE
688239201OSKOSHKOSH CORP$4.5M0.03%43,281CommonSOLE
974637100WGOWINNEBAGO INDS INC$4.5M0.03%76,640CommonSOLE
318672706FBPFIRST BANCORP P R$4.5M0.03%211,138CommonSOLE
775133101ROGROGERS CORP$4.4M0.03%42,093CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$4.4M0.03%259,307CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$4.4M0.03%137,942CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$4.4M0.03%72,306CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$4.3M0.03%83,001CommonSOLE
913456109UVVUNIVERSAL CORP VA$4.3M0.03%86,414CommonSOLE
901109108TPCTUTOR PERINI CORP$4.3M0.03%160,459CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$4.2M0.03%146,071CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$4.2M0.03%76,834CommonSOLE
371901109GNTXGENTEX CORP$4.2M0.03%142,183CommonSOLE
127190304CACICACI INTL INC$4.1M0.03%8,332CommonSOLE
11373M107BB3BROOKLINE BANCORP INC DEL$4.1M0.03%398,839CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.1M0.03%80,240CommonSOLE
00676P107ADEAADEIA INC$4.1M0.03%342,864CommonSOLE
898349204TRSTTRUSTCO BK CORP N Y$4.0M0.03%121,035CommonSOLE
129500104CALCALERES INC$4.0M0.03%123,437CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$4.0M0.03%121,323CommonSOLE
534187109LNCLINCOLN NATL CORP IND$4.0M0.03%120,985CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$3.9M0.03%85,498CommonSOLE
33829M101FIVEFIVE BELOW INC$3.9M0.03%43,339CommonSOLE
596278101MIDDMIDDLEBY CORP$3.9M0.03%28,373CommonSOLE
69047Q102OVVOVINTIV INC$3.9M0.03%91,500CommonSOLE
806037107SCSCSCANSOURCE INC$3.9M0.03%80,370CommonSOLE
783859101STBAS & T BANCORP INC$3.8M0.03%93,071CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$3.8M0.03%79,396CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$3.8M0.03%226,404CommonSOLE
691497309OXMOXFORD INDS INC$3.8M0.03%49,810CommonSOLE
902681105UGIUGI CORP NEW$3.8M0.03%153,302CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.8M0.03%19,784CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$3.7M0.02%75,053CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$3.7M0.02%320,707CommonSOLE
401617105GU9GUESS INC$3.6M0.02%188,124CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$3.6M0.02%125,187CommonSOLE
00090Q103ADTADT INC DEL$3.6M0.02%527,034CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$3.6M0.02%110,892CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$3.5M0.02%29,371CommonSOLE
89055F103BLDTOPBUILD CORP$3.5M0.02%8,690CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$3.5M0.02%40,176CommonSOLE
046224101ASTEASTEC INDS INC$3.5M0.02%107,380CommonSOLE
403949100DINOHF SINCLAIR CORP$3.4M0.02%75,923CommonSOLE
94419L101WWAYFAIR INC$3.4M0.02%62,125CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$3.4M0.02%255,881CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$3.4M0.02%40,102CommonSOLE
319383204BUSEFIRST BUSEY CORP$3.4M0.02%137,055CommonSOLE
919794107VLYVALLEY NATL BANCORP$3.3M0.02%360,856CommonSOLE
449172105HYHYSTER-YALE INC$3.3M0.02%49,262CommonSOLE
74727A104QCRHQCR HOLDINGS INC$3.3M0.02%42,274CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$3.3M0.02%173,027CommonSOLE
55345K10337MMRC GLOBAL INC$3.3M0.02%259,958CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$3.3M0.02%15,299CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$3.2M0.02%65,310CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$3.2M0.02%67,029CommonSOLE
651587107NEUNEWMARKET CORP$3.2M0.02%6,129CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$3.2M0.02%66,611CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$3.2M0.02%109,084CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$3.1M0.02%37,896CommonSOLE
09624H208BXCBLUELINX HLDGS INC$3.1M0.02%28,187CommonSOLE
11040G103VTOLBRISTOW GROUP INC$3.1M0.02%90,421CommonSOLE
959802109WUWESTERN UN CO$3.0M0.02%257,475CommonSOLE
58844R108MBINMERCHANTS BANCORP IND$3.0M0.02%66,152CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$2.9M0.02%121,400CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$2.9M0.02%122,434CommonSOLE
124411109BYBYLINE BANCORP INC$2.9M0.02%110,755CommonSOLE
457030104IMKTAINGLES MKTS INC$2.9M0.02%46,520CommonSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$2.9M0.02%3,350,000CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$2.9M0.02%230,254CommonSOLE
077347300BELFBBEL FUSE INC$2.9M0.02%33,808CommonSOLE
302301106EZPWEZCORP INC$2.9M0.02%253,703CommonSOLE
M7518J104ODDODDITY TECH LTD$2.8M0.02%70,580CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$2.8M0.02%136,450CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.8M0.02%73,428CommonSOLE
709789101PEBOPEOPLES BANCORP INC$2.8M0.02%89,727CommonSOLE
233377407DXPEDXP ENTERPRISES INC$2.7M0.02%49,790CommonSOLE
693656100PVHPVH CORPORATION$2.7M0.02%28,003CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$2.7M0.02%345,300CommonSOLE
250565108DBIDESIGNER BRANDS INC$2.7M0.02%466,913CommonSOLE

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.