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Brandywine Global Investment Management, LLC

Q4 2024 · 13F-HR

Brandywine Global Investment Management, LLCholdings as filed

Filed 2025-02-12 · accession 0000829108-25-000001

$13.77B
Reported value
557
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 557

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE & CO.$432.6M3.14%1,804,882CommonSOLE
060505104BACBANK AMERICA CORP$294.5M2.14%6,701,458CommonSOLE
172967424CCITIGROUP INC$287.8M2.09%4,089,244CommonSOLE
478160104JNJJOHNSON & JOHNSON$269.2M1.96%1,861,126CommonSOLE
20030N101CMCSACOMCAST CORP NEW$237.2M1.72%6,319,973CommonSOLE
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37045V100GMGENERAL MTRS CO$234.8M1.71%4,407,110CommonSOLE
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501044101KRKROGER CO$190.1M1.38%3,108,320CommonSOLE
00287Y109ABBVABBVIE INC$190.1M1.38%1,069,571CommonSOLE
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247361702DALDELTA AIR LINES INC DEL$170.2M1.24%2,812,899CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$160.2M1.16%329,672CommonSOLE
244199105DEDEERE & CO$158.3M1.15%373,567CommonSOLE
37940X102GPNGLOBAL PMTS INC$148.5M1.08%1,325,312CommonSOLE
025816109AXPAMERICAN EXPRESS CO$147.7M1.07%497,579CommonSOLE
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31428X106FDXFEDEX CORP$136.8M0.99%486,388CommonSOLE
254687106DISDISNEY WALT CO$134.6M0.98%1,209,085CommonSOLE
126650100CVSCVS HEALTH CORP$127.9M0.93%2,848,986CommonSOLE
N00985106AERAERCAP HOLDINGS NV$121.5M0.88%1,269,433CommonSOLE
20825C104COPCONOCOPHILLIPS$120.8M0.88%1,218,322CommonSOLE
G5960L103MDTMEDTRONIC PLC$117.9M0.86%1,476,289CommonSOLE
548661107LOWLOWES COS INC$113.4M0.82%459,640CommonSOLE
718172109PMPHILIP MORRIS INTL INC$113.3M0.82%941,466CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$111.1M0.81%2,777,813CommonSOLE
617446448MSMORGAN STANLEY$108.9M0.79%866,315CommonSOLE
256677105DGDOLLAR GEN CORP NEW$102.7M0.75%1,354,248CommonSOLE
747525103QCOMQUALCOMM INC$101.4M0.74%659,913CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$101.1M0.73%1,184,215CommonSOLE
629377508NRGNRG ENERGY INC$101.1M0.73%1,120,265CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$100.5M0.73%320,690CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$99.0M0.72%195,792CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$98.7M0.72%172,385CommonSOLE
020002101ALLALLSTATE CORP$92.4M0.67%479,247CommonSOLE
302491303FMCFMC CORP$90.5M0.66%1,861,057CommonSOLE
75513E101RTXRTX CORPORATION$86.6M0.63%748,685CommonSOLE
682189105ONON SEMICONDUCTOR CORP$83.2M0.60%1,319,560CommonSOLE
872590104TMUST-MOBILE US INC$82.0M0.60%371,689CommonSOLE
205887102CAGCONAGRA BRANDS INC$78.6M0.57%2,833,831CommonSOLE
438516106HONHONEYWELL INTL INC$77.0M0.56%340,904CommonSOLE
98389B100XELXCEL ENERGY INC$76.4M0.56%1,131,567CommonSOLE
559222401MGAMAGNA INTL INC$73.6M0.53%1,762,728CommonSOLE
281020107EIXEDISON INTL$70.1M0.51%878,136CommonSOLE
902494103TSNTYSON FOODS INC$69.0M0.50%1,201,073CommonSOLE
693718108PCARPACCAR INC$68.5M0.50%658,861CommonSOLE
375558103GILDGILEAD SCIENCES INC$68.4M0.50%740,097CommonSOLE
150870103CECELANESE CORP DEL$66.0M0.48%953,802CommonSOLE
228368106CCKCROWN HLDGS INC$63.3M0.46%765,352CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$63.1M0.46%3,447,037CommonSOLE
40412C101HCAHCA HEALTHCARE INC$62.7M0.46%208,920CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$61.7M0.45%1,620,072CommonSOLE
H1467J104CBCHUBB LIMITED$60.8M0.44%220,101CommonSOLE
055622104BPBP PLC$59.6M0.43%2,015,220CommonSOLE
87612E106TGTTARGET CORP$59.5M0.43%439,875CommonSOLE
88579Y101MMM3M CO$58.3M0.42%451,588CommonSOLE
58155Q103MCKMCKESSON CORP$58.0M0.42%101,690CommonSOLE
26875P101EOGEOG RES INC$55.3M0.40%451,215CommonSOLE
02079K305GOOGLALPHABET INC$55.1M0.40%291,235CommonSOLE
780259305SHELSHELL PLC$54.9M0.40%875,987CommonSOLE
337932107FEFIRSTENERGY CORP$54.4M0.40%1,368,608CommonSOLE
56585A102MPCMARATHON PETE CORP$54.4M0.39%389,712CommonSOLE
02209S103MOALTRIA GROUP INC$54.3M0.39%1,039,244CommonSOLE
928881101VNTVONTIER CORPORATION$54.1M0.39%1,482,989CommonSOLE
37733W204GSKGSK PLC$54.0M0.39%1,597,997CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$53.8M0.39%223,414CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$53.6M0.39%947,523CommonSOLE
136385101CNQCANADIAN NAT RES LTD$52.8M0.38%1,713,207CommonSOLE
92556V106VTRSVIATRIS INC$51.9M0.38%4,169,427CommonSOLE
30161N101EXCEXELON CORP$51.6M0.37%1,369,645CommonSOLE
444859102HUMHUMANA INC$51.1M0.37%201,432CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$51.1M0.37%112,644CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$50.6M0.37%2,218,017CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$50.4M0.37%467,681CommonSOLE
842587107SOSOUTHERN CO$50.0M0.36%607,903CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$50.0M0.36%1,958,302CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$49.5M0.36%59,876,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$49.0M0.36%296,614CommonSOLE
370334104GISGENERAL MLS INC$48.3M0.35%757,010CommonSOLE
125523100CITHE CIGNA GROUP$47.7M0.35%172,677CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$47.0M0.34%381,730CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$44.8M0.33%313,592CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$44.3M0.32%576,263CommonSOLE
713448108PEPPEPSICO INC$44.3M0.32%291,341CommonSOLE
464287598IWDISHARES TR$43.9M0.32%236,914CommonSOLE
500754106KHCKRAFT HEINZ CO$41.8M0.30%1,360,605CommonSOLE
278642103EBAYEBAY INC.$41.2M0.30%665,814CommonSOLE
858119100STLDSTEEL DYNAMICS INC$41.1M0.30%360,585CommonSOLE
25746U109DDOMINION ENERGY INC$40.4M0.29%750,710CommonSOLE
745867101PHMPULTE GROUP INC$40.3M0.29%370,296CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$40.1M0.29%207,855CommonSOLE
126408103CSXCSX CORP$38.2M0.28%1,183,470CommonSOLE
80105N105SNYSANOFI$37.8M0.27%783,816CommonSOLE
743315103PGRPROGRESSIVE CORP$37.6M0.27%157,058CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$37.1M0.27%1,354,529CommonSOLE
59156R108METMETLIFE INC$36.0M0.26%440,078CommonSOLE
001055102AFLAFLAC INC$35.2M0.26%340,605CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$34.6M0.25%683,934CommonSOLE
02319V103ABEVAMBEV SA$34.4M0.25%18,614,210CommonSOLE
806857108SLBSCHLUMBERGER LTD$34.2M0.25%891,391CommonSOLE
372303206GMABGENMAB A/S$33.8M0.25%1,619,764CommonSOLE
871829107SYYSYSCO CORP$33.7M0.24%440,979CommonSOLE
931142103WMTWALMART INC$33.4M0.24%370,212CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$33.4M0.24%435,267CommonSOLE
62944T105NVRNVR INC$33.4M0.24%4,079CommonSOLE
526057104LENLENNAR CORP$32.8M0.24%240,619CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$32.8M0.24%176,023CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$32.7M0.24%183,615CommonSOLE
053332102AZOAUTOZONE INC$32.5M0.24%10,158CommonSOLE
717081103PFEPFIZER INC$32.1M0.23%1,209,135CommonSOLE
23331A109DHID R HORTON INC$32.0M0.23%228,894CommonSOLE
466313103JBLJABIL INC$31.5M0.23%219,161CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$31.3M0.23%29,677,840CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$30.7M0.22%164,342CommonSOLE
68622V106OGNORGANON & CO$30.3M0.22%2,029,923CommonSOLE
16411R208LNGCHENIERE ENERGY INC$29.8M0.22%138,855CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$29.5M0.21%397,673CommonSOLE
759509102RSRELIANCE INC$29.2M0.21%108,577CommonSOLE
231021106CMICUMMINS INC$29.0M0.21%83,276CommonSOLE
03076C106AMPAMERIPRISE FINL INC$29.0M0.21%54,490CommonSOLE
03073E105CORCENCORA INC$28.7M0.21%127,717CommonSOLE
969457100WMBWILLIAMS COS INC$28.5M0.21%526,380CommonSOLE
816851109SRESEMPRA$28.1M0.20%320,736CommonSOLE
046353108AZNNASTRAZENECA PLC$28.1M0.20%428,441CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$28.0M0.20%302,693CommonSOLE
125269100CFCF INDS HLDGS INC$27.5M0.20%322,633CommonSOLE
911363109URIUNITED RENTALS INC$27.5M0.20%38,977CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$27.4M0.20%324,693CommonSOLE
518439104ELLAUDER ESTEE COS INC$27.1M0.20%361,957CommonSOLE
40434L105HPQHP INC$26.5M0.19%811,866CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$26.0M0.19%198,164CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$25.9M0.19%805,730CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$25.8M0.19%326,887CommonSOLE
12653C108CNXCNX RES CORP$25.7M0.19%700,034CommonSOLE
219948106CPAYCORPAY INC$25.3M0.18%74,713CommonSOLE
65339F101NEENEXTERA ENERGY INC$25.1M0.18%350,750CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$24.9M0.18%144,027CommonSOLE
91913Y100VLOVALERO ENERGY CORP$24.7M0.18%201,730CommonSOLE
056752108BIDUBAIDU INC$24.4M0.18%289,642CommonSOLE
552848103MTGMGIC INVT CORP WIS$24.4M0.18%1,027,061CommonSOLE
345370860FFORD MTR CO$24.3M0.18%2,457,654CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$24.2M0.18%513,391CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$24.1M0.18%587,789CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$23.8M0.17%112,963CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$23.7M0.17%725,353CommonSOLE
595112103MUMICRON TECHNOLOGY INC$23.6M0.17%280,737CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$23.2M0.17%301,320CommonSOLE
744320102PRUPRUDENTIAL FINL INC$23.1M0.17%194,837CommonSOLE
05329W102ANAUTONATION INC$23.0M0.17%135,423CommonSOLE
35137L105FOXAFOX CORP$22.9M0.17%471,271CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$22.8M0.17%268,768CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$22.6M0.16%185,976CommonSOLE
48666K109KBHKB HOME$22.3M0.16%338,659CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$21.9M0.16%197,725CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$21.6M0.16%770,322CommonSOLE
742718109PGPROCTER AND GAMBLE CO$21.4M0.16%127,447CommonSOLE
883203101TXTTEXTRON INC$21.0M0.15%274,729CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$21.0M0.15%49,727CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$20.6M0.15%178,690CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$20.4M0.15%179,957CommonSOLE
142339100CSLCARLISLE COS INC$20.3M0.15%55,159CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$20.3M0.15%279,443CommonSOLE
902973304USBUS BANCORP DEL$20.1M0.15%420,638CommonSOLE
680223104ORIOLD REP INTL CORP$19.8M0.14%548,457CommonSOLE
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644393100NFENEW FORTRESS ENERGY INC$19.6M0.14%1,297,492CommonSOLE
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969904101WSMWILLIAMS SONOMA INC$19.1M0.14%103,211CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$19.0M0.14%173,673CommonSOLE
209115104EDCONSOLIDATED EDISON INC$18.8M0.14%210,405CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$18.5M0.13%155,349CommonSOLE
857477103STTSTATE STR CORP$17.5M0.13%178,399CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$17.5M0.13%817,749CommonSOLE
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636180101NFGNATIONAL FUEL GAS CO$16.9M0.12%278,612CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$16.8M0.12%108,243CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$16.6M0.12%68,171CommonSOLE
00912X302ALAIR LEASE CORP$16.5M0.12%342,784CommonSOLE
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23918K108DVADAVITA INC$16.2M0.12%108,272CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$16.1M0.12%465,158CommonSOLE
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889478103TOLTOLL BROTHERS INC$15.9M0.12%126,441CommonSOLE
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31946M103FCNCAFIRST CTZNS BANCSHARES INC N$15.5M0.11%7,357CommonSOLE
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78454L100SMSM ENERGY CO$15.1M0.11%388,761CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$15.1M0.11%95,291CommonSOLE
87265H109T86TRI POINTE HOMES INC$14.9M0.11%410,327CommonSOLE
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78442P106SLMSLM CORP$14.6M0.11%528,792CommonSOLE
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092113109BKHBLACK HILLS CORP$14.3M0.10%244,396CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$14.2M0.10%71,912CommonSOLE
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559663109MGYMAGNOLIA OIL & GAS CORP$13.7M0.10%585,752CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13.7M0.10%26,458CommonSOLE
504922105LHLABCORP HOLDINGS INC$13.5M0.10%58,930CommonSOLE
031162100AMGNAMGEN INC$13.5M0.10%51,796CommonSOLE
626755102MUSAMURPHY USA INC$13.5M0.10%26,846CommonSOLE
55261F104MTBM & T BK CORP$13.4M0.10%71,260CommonSOLE
84857L101SRSPIRE INC$13.3M0.10%195,999CommonSOLE
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277432100EMNEASTMAN CHEM CO$13.1M0.10%143,482CommonSOLE
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55305B101MHOM/I HOMES INC$12.6M0.09%94,901CommonSOLE
681919106OMCOMNICOM GROUP INC$12.6M0.09%146,594CommonSOLE
50212V100LPLALPL FINL HLDGS INC$12.6M0.09%38,568CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$12.6M0.09%338,861CommonSOLE
552690109MDUMDU RES GROUP INC$12.5M0.09%691,993CommonSOLE
260003108DOVDOVER CORP$12.4M0.09%66,284CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$12.4M0.09%763,848CommonSOLE
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457187102INGRINGREDION INC$9.3M0.07%67,881CommonSOLE
26969P108EXPEAGLE MATLS INC$9.2M0.07%37,349CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$9.2M0.07%338,557CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$9.1M0.07%49,128CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9.0M0.07%167,816CommonSOLE
118440106BKEBUCKLE INC$8.7M0.06%172,171CommonSOLE
704551100BTUPEABODY ENERGY CORP$8.6M0.06%412,461CommonSOLE
30034W106EVRGEVERGY INC$8.6M0.06%140,085CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$8.5M0.06%151,313CommonSOLE
22052L104CTVACORTEVA INC$8.5M0.06%149,901CommonSOLE
12621E103CNOCNO FINL GROUP INC$8.5M0.06%228,839CommonSOLE
36251C103GMS1EURGMS INC$8.4M0.06%99,365CommonSOLE
89055F103BLDTOPBUILD CORP$8.3M0.06%26,585CommonSOLE
149150104CATYCATHAY GEN BANCORP$8.2M0.06%172,257CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8.0M0.06%142,905CommonSOLE
58933Y105MRKMERCK & CO INC$8.0M0.06%80,575CommonSOLE
37247D106GNWGENWORTH FINL INC$7.9M0.06%1,133,862CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7.9M0.06%83,796CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$7.8M0.06%99,946CommonSOLE
156504300CCSCENTURY CMNTYS INC$7.8M0.06%106,766CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$7.8M0.06%162,641CommonSOLE
143130102KMXCARMAX INC$7.7M0.06%94,368CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$7.7M0.06%310,960CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$7.7M0.06%120,076CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$7.7M0.06%220,272CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$7.6M0.06%3,919CommonSOLE
91529Y106UNMUNUM GROUP$7.6M0.05%103,473CommonSOLE
87612G101TRGPTARGA RES CORP$7.6M0.05%42,318CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$7.5M0.05%180,271CommonSOLE
21871N101CXWCORECIVIC INC$7.5M0.05%343,764CommonSOLE
693506107PPGPPG INDS INC$7.5M0.05%62,468CommonSOLE
74164M108PRIPRIMERICA INC$7.5M0.05%27,490CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$7.4M0.05%121,659CommonSOLE
861896108SNEXSTONEX GROUP INC$7.4M0.05%75,683CommonSOLE
360271100FULTFULTON FINL CORP PA$7.4M0.05%382,330CommonSOLE
629209305NMIHNMI HLDGS INC$7.3M0.05%199,536CommonSOLE
29357K103ENVAENOVA INTL INC$7.2M0.05%74,734CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$7.1M0.05%33,388CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7.0M0.05%72,736CommonSOLE
045487105ASBASSOCIATED BANC CORP$6.9M0.05%289,794CommonSOLE
71880K101PHINPHINIA INC$6.9M0.05%142,712CommonSOLE
314211103FHIFEDERATED HERMES INC$6.8M0.05%166,399CommonSOLE
344849104WOOFOOT LOCKER INC$6.8M0.05%314,101CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$6.8M0.05%180,105CommonSOLE
G0176J109ALLEALLEGION PLC$6.8M0.05%51,668CommonSOLE
G87110105FTITECHNIPFMC PLC$6.6M0.05%229,640CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$6.5M0.05%398,441CommonSOLE
88033G407THCTENET HEALTHCARE CORP$6.5M0.05%51,681CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$6.4M0.05%57,164CommonSOLE
21874C102CNMCORE & MAIN INC$6.4M0.05%124,899CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$6.3M0.05%41,471CommonSOLE
831865209AOSSMITH A O CORP$6.2M0.04%90,221CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$6.1M0.04%6,500,000CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$6.0M0.04%122,745CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$6.0M0.04%43,753CommonSOLE
099724106BWABORGWARNER INC$5.9M0.04%187,103CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$5.9M0.04%221,179CommonSOLE
536797103LADLITHIA MTRS INC$5.9M0.04%16,408CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$5.9M0.04%69,014CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$5.8M0.04%54,124CommonSOLE
71363P106PRDOPERDOCEO ED CORP$5.8M0.04%220,637CommonSOLE
393657101GBXGREENBRIER COS INC$5.8M0.04%95,005CommonSOLE
860630102SFSTIFEL FINL CORP$5.8M0.04%54,259CommonSOLE
04621X108AIZASSURANT INC$5.7M0.04%26,702CommonSOLE
770323103RHIROBERT HALF INC.$5.7M0.04%80,535CommonSOLE
95082P105WCCWESCO INTL INC$5.6M0.04%30,975CommonSOLE
30257X104FBKFB FINL CORP$5.6M0.04%108,715CommonSOLE
784117103SEICSEI INVTS CO$5.6M0.04%67,880CommonSOLE
911163103UNFIUNITED NAT FOODS INC$5.5M0.04%201,622CommonSOLE
00508Y102AYIACUITY BRANDS INC$5.4M0.04%18,627CommonSOLE
981475106WKCWORLD KINECT CORPORATION$5.4M0.04%197,116CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$5.4M0.04%162,629CommonSOLE
830566105SKAASKECHERS U S A INC$5.4M0.04%80,185CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$5.4M0.04%136,221CommonSOLE
693656100PVHPVH CORPORATION$5.3M0.04%50,485CommonSOLE
806407102HSICHENRY SCHEIN INC$5.3M0.04%77,046CommonSOLE
57638P104MBCMASTERBRAND INC$5.3M0.04%364,074CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$5.3M0.04%56,213CommonSOLE
448579102HHYATT HOTELS CORP$5.3M0.04%33,492CommonSOLE
02005N100ALLYALLY FINL INC$5.3M0.04%145,885CommonSOLE
983134107WYNNWYNN RESORTS LTD$5.2M0.04%60,542CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$5.2M0.04%269,062CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$5.2M0.04%119,867CommonSOLE
75281A109RRCRANGE RES CORP$5.2M0.04%143,261CommonSOLE
64110D104NTAPNETAPP INC$5.2M0.04%44,375CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$5.1M0.04%136,565CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.1M0.04%23,180CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$5.1M0.04%93,570CommonSOLE
Y2573F102FLEXFLEX LTD$5.1M0.04%133,349CommonSOLE
670837103OGEOGE ENERGY CORP$5.0M0.04%122,119CommonSOLE
947890109WBSWEBSTER FINL CORP$5.0M0.04%90,962CommonSOLE
929328102WSFSWSFS FINL CORP$5.0M0.04%93,949CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$5.0M0.04%109,256CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$4.9M0.04%151,377CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$4.9M0.04%171,716CommonSOLE
76009N100UPBDUPBOUND GROUP INC$4.9M0.04%167,397CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4.9M0.04%71,098CommonSOLE
67103X102OFGOFG BANCORP$4.8M0.04%114,227CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$4.8M0.03%516,206CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$4.8M0.03%75,418CommonSOLE
090572207BIOBIO RAD LABS INC$4.8M0.03%14,524CommonSOLE
64031N108NNINELNET INC$4.7M0.03%44,471CommonSOLE
418056107HASHASBRO INC$4.7M0.03%84,464CommonSOLE
608190104MHKMOHAWK INDS INC$4.6M0.03%38,675CommonSOLE
397624107GEFGREIF INC$4.6M0.03%75,233CommonSOLE
00676P107ADEAADEIA INC$4.6M0.03%327,954CommonSOLE
913456109UVVUNIVERSAL CORP VA$4.5M0.03%82,706CommonSOLE
093671105HRBBLOCK H & R INC$4.5M0.03%85,816CommonSOLE
G3223R108EGEVEREST GROUP LTD$4.5M0.03%12,423CommonSOLE
G3922B107GGENPACT LIMITED$4.5M0.03%104,629CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$4.5M0.03%60,858CommonSOLE
938824109WAFDWAFD INC$4.5M0.03%138,147CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$4.4M0.03%70,499CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$4.4M0.03%79,494CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$4.3M0.03%195,166CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.3M0.03%76,735CommonSOLE
103304101BYDBOYD GAMING CORP$4.3M0.03%59,151CommonSOLE
96208T104WEXWEX INC$4.3M0.03%24,442CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$4.3M0.03%37,910CommonSOLE
63938C108NAVINAVIENT CORPORATION$4.3M0.03%320,173CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$4.2M0.03%247,898CommonSOLE
N20944109CNHCNH INDL N V$4.2M0.03%369,367CommonSOLE
902681105UGIUGI CORP NEW$4.1M0.03%146,781CommonSOLE
26210C104DBXDROPBOX INC$4.1M0.03%136,660CommonSOLE
29082K105EMBCEMBECTA CORP$4.0M0.03%195,768CommonSOLE
H11356104BGBUNGE GLOBAL SA$3.9M0.03%50,750CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$3.9M0.03%60,237CommonSOLE
127055101CBTCABOT CORP$3.9M0.03%42,651CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$3.9M0.03%119,683CommonSOLE
806037107SCSCSCANSOURCE INC$3.8M0.03%80,908CommonSOLE
095306106BLBDBLUE BIRD CORP$3.8M0.03%98,798CommonSOLE
688239201OSKOSHKOSH CORP$3.8M0.03%40,134CommonSOLE
371901109GNTXGENTEX CORP$3.8M0.03%131,323CommonSOLE
858155203GJBSTEELCASE INC$3.8M0.03%318,900CommonSOLE
318672706FBPFIRST BANCORP P R$3.8M0.03%202,132CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$3.8M0.03%48,043CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$3.7M0.03%216,598CommonSOLE
901109108TPCTUTOR PERINI CORP$3.7M0.03%153,650CommonSOLE
52603A208LCLENDINGCLUB CORP$3.7M0.03%228,564CommonSOLE
55345K10337MMRC GLOBAL INC$3.7M0.03%289,352CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$3.7M0.03%75,894CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$3.7M0.03%27,374CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$3.7M0.03%351,001CommonSOLE
534187109LNCLINCOLN NATL CORP IND$3.7M0.03%115,562CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$3.6M0.03%98,493CommonSOLE
596278101MIDDMIDDLEBY CORP$3.6M0.03%26,293CommonSOLE
974637100WGOWINNEBAGO INDS INC$3.5M0.03%73,328CommonSOLE
917047102URBNURBAN OUTFITTERS INC$3.4M0.02%62,567CommonSOLE
00090Q103ADTADT INC DEL$3.4M0.02%494,958CommonSOLE
783859101STBAS & T BANCORP INC$3.4M0.02%89,066CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$3.3M0.02%37,362CommonSOLE
11040G103VTOLBRISTOW GROUP INC$3.3M0.02%97,074CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$3.3M0.02%127,792CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$3.3M0.02%62,296CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$3.3M0.02%63,604CommonSOLE
74727A104QCRHQCR HOLDINGS INC$3.3M0.02%40,359CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$3.3M0.02%82,890CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$3.2M0.02%14,698CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$3.2M0.02%244,572CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$3.1M0.02%36,089CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$3.1M0.02%164,920CommonSOLE
059520106BCHBANCO DE CHILE$3.1M0.02%136,418CommonSOLE
319383204BUSEFIRST BUSEY CORP$3.1M0.02%130,946CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$3.1M0.02%118,200CommonSOLE
124411109BYBYLINE BANCORP INC$3.1M0.02%105,742CommonSOLE
248019101DLXDELUXE CORP$3.1M0.02%135,530CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$3.0M0.02%600,759CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$2.9M0.02%314,760CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$2.9M0.02%105,982CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$2.9M0.02%100,971CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$2.9M0.02%143,351CommonSOLE
67011P100DNOWDNOW INC$2.8M0.02%212,607CommonSOLE
292554102ECPGENCORE CAP GROUP INC$2.8M0.02%57,672CommonSOLE
824889109SCVLSHOE CARNIVAL INC$2.8M0.02%83,160CommonSOLE
09624H208BXCBLUELINX HLDGS INC$2.7M0.02%26,783CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$2.7M0.02%61,647CommonSOLE
709789101PEBOPEOPLES BANCORP INC$2.7M0.02%85,923CommonSOLE
64111Q104NTGRNETGEAR INC$2.7M0.02%97,550CommonSOLE
16115Q308GTLSCHART INDS INC$2.7M0.02%14,222CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$2.7M0.02%240,080CommonSOLE
077347300BELFBBEL FUSE INC$2.6M0.02%32,105CommonSOLE
23345M107DTMDT MIDSTREAM INC$2.6M0.02%26,319CommonSOLE
00773T101ASIXADVANSIX INC$2.6M0.02%90,750CommonSOLE
600551204MLRMILLER INDS INC TENN$2.5M0.02%38,650CommonSOLE
318916103FBMSUSDFIRST BANCSHARES INC MISS$2.5M0.02%72,075CommonSOLE
40416E103HCIHCI GROUP INC$2.5M0.02%21,313CommonSOLE
761624105REXREX AMERICAN RES CORP$2.5M0.02%59,530CommonSOLE
58844R108MBINMERCHANTS BANCORP IND$2.3M0.02%63,147CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$2.3M0.02%42,640CommonSOLE
264147109DCODUCOMMUN INC DEL$2.2M0.02%35,270CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.2M0.02%67,768CommonSOLE
046224101ASTEASTEC INDS INC$2.2M0.02%65,460CommonSOLE
440452100HRLHORMEL FOODS CORP$2.2M0.02%69,700CommonSOLE
567908108HZOMARINEMAX INC$2.2M0.02%75,010CommonSOLE
071813109BAXBAXTER INTL INC$2.1M0.02%73,053CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$2.1M0.02%198,261CommonSOLE
689648103OTTROTTER TAIL CORP$2.1M0.02%28,589CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$2.1M0.02%74,964CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$2.1M0.02%45,714CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$2.1M0.02%65,680CommonSOLE
91388P105ULHUNIVERSAL LOGISTICS HLDGS IN$2.1M0.02%45,293CommonSOLE
06652K103BKUBANKUNITED INC$2.1M0.02%54,339CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$2.0M0.01%81,970CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$2.0M0.01%37,246CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$2.0M0.01%59,058CommonSOLE
929089100VOYAVOYA FINANCIAL INC$2.0M0.01%28,480CommonSOLE
65406E102NICNICOLET BANKSHARES INC$1.9M0.01%18,578CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$1.9M0.01%70,788CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$1.9M0.01%29,252CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$1.9M0.01%105,530CommonSOLE
49177J102KVUEKENVUE INC$1.9M0.01%87,743CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATLS INC$1.8M0.01%216,600CommonSOLE
277461406KODKEASTMAN KODAK CO$1.8M0.01%269,600CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$1.7M0.01%70,205CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$1.7M0.01%2,000,000CommonSOLE
891092108TTCTORO CO$1.7M0.01%21,647CommonSOLE
22766M109CROSSFIRST BANKSHARES INC$1.7M0.01%114,270CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$1.7M0.01%43,270CommonSOLE
587376104MBWMMERCANTILE BK CORP$1.7M0.01%38,657CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$1.7M0.01%26,772CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$1.7M0.01%61,362CommonSOLE
390905107GSBCGREAT SOUTHN BANCORP INC$1.7M0.01%28,194CommonSOLE
69354N106PRAAPRA GROUP INC$1.7M0.01%80,246CommonSOLE
74267C106PRAPROASSURANCE CORP$1.7M0.01%103,940CommonSOLE
G491BT108IVZINVESCO LTD$1.6M0.01%93,556CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1.6M0.01%59,848CommonSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$1.6M0.01%28,876CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$1.6M0.01%65,490CommonSOLE
843380106SMBCSOUTHERN MO BANCORP INC$1.5M0.01%26,939CommonSOLE
254067101DDSDILLARDS INC$1.5M0.01%3,573CommonSOLE
302301106EZPWEZCORP INC$1.5M0.01%125,803CommonSOLE

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.