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Brandywine Global Investment Management, LLC

Q4 2025 · 13F-HR

Brandywine Global Investment Management, LLCholdings as filed

Filed 2026-02-11 · accession 0000829108-26-000001

$14.91B
Reported value
601
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 601

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE & CO.$443.0M2.97%1,374,890CommonSOLE
478160104JNJJOHNSON & JOHNSON$403.8M2.71%1,951,088CommonSOLE
060505104BACBANK AMERICA CORP$328.5M2.20%5,972,520CommonSOLE
949746101WMT2WELLS FARGO CO NEW$319.0M2.14%3,422,909CommonSOLE
172967424CCITIGROUP INC$314.7M2.11%2,696,496CommonSOLE
00206R102TAT&T INC$303.8M2.04%12,229,088CommonSOLE
30231G102XOMEXXON MOBIL CORP$241.8M1.62%2,009,194CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$226.4M1.52%257,578CommonSOLE
02079K305GOOGLALPHABET INC$220.5M1.48%704,629CommonSOLE
126650100CVSCVS HEALTH CORP$216.1M1.45%2,723,074CommonSOLE
501044101KRKROGER CO$209.8M1.41%3,357,243CommonSOLE
20030N101CMCSACOMCAST CORP NEW$208.5M1.40%6,975,368CommonSOLE
713448108PEPPEPSICO INC$199.8M1.34%1,391,861CommonSOLE
254687106DISDISNEY WALT CO$195.3M1.31%1,717,034CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$175.5M1.18%4,309,428CommonSOLE
256677105DGDOLLAR GEN CORP NEW$166.5M1.12%1,254,014CommonSOLE
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617446448MSMORGAN STANLEY$155.7M1.04%877,171CommonSOLE
G5960L103MDTMEDTRONIC PLC$152.2M1.02%1,584,743CommonSOLE
37940X102GPNGLOBAL PMTS INC$146.2M0.98%1,888,747CommonSOLE
031162100AMGNAMGEN INC$140.0M0.94%427,722CommonSOLE
747525103QCOMQUALCOMM INC$129.4M0.87%756,299CommonSOLE
247361702DALDELTA AIR LINES INC DEL$127.6M0.86%1,838,051CommonSOLE
N00985106AERAERCAP HOLDINGS NV$125.5M0.84%873,309CommonSOLE
55261F104MTBM & T BK CORP$117.7M0.79%584,386CommonSOLE
37045V100GMGENERAL MTRS CO$114.9M0.77%1,412,993CommonSOLE
79466L302CRMSALESFORCE INC$110.0M0.74%415,202CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$108.9M0.73%225,122CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$107.9M0.72%364,334CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$107.9M0.72%328,291CommonSOLE
375558103GILDGILEAD SCIENCES INC$105.7M0.71%861,496CommonSOLE
548661107LOWLOWES COS INC$100.7M0.68%417,673CommonSOLE
682189105ONON SEMICONDUCTOR CORP$100.0M0.67%1,847,377CommonSOLE
58933Y105MRKMERCK & CO INC$95.3M0.64%905,795CommonSOLE
26875P101EOGEOG RES INC$93.7M0.63%892,095CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$93.0M0.62%922,106CommonSOLE
00724F101ADBEADOBE INC$92.0M0.62%262,757CommonSOLE
872590104TMUST-MOBILE US INC$89.4M0.60%440,280CommonSOLE
40412C101HCAHCA HEALTHCARE INC$89.4M0.60%191,451CommonSOLE
907818108UNPUNION PAC CORP$88.9M0.60%384,313CommonSOLE
438516106HONHONEYWELL INTL INC$88.3M0.59%452,541CommonSOLE
125523100CITHE CIGNA GROUP$83.0M0.56%301,723CommonSOLE
59156R108METMETLIFE INC$82.6M0.55%1,046,639CommonSOLE
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$80.9M0.54%24,218,011CommonSOLE
444859102HUMHUMANA INC$80.4M0.54%313,859CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$80.3M0.54%637,848CommonSOLE
136385101CNQCANADIAN NAT RES LTD$77.4M0.52%2,285,276CommonSOLE
816851109SRESEMPRA$76.8M0.51%869,717CommonSOLE
278642103EBAYEBAY INC.$75.5M0.51%866,383CommonSOLE
H1467J104CBCHUBB LIMITED$72.3M0.49%231,747CommonSOLE
G4705A100ICLRICON PLC$71.7M0.48%399,813CommonSOLE
651639106NEMNEWMONT CORP$71.2M0.48%713,007CommonSOLE
717081103PFEPFIZER INC$71.2M0.48%2,857,645CommonSOLE
742718109PGPROCTER AND GAMBLE CO$69.0M0.46%481,295CommonSOLE
92556V106VTRSVIATRIS INC$67.5M0.45%5,423,976CommonSOLE
02209S103MOALTRIA GROUP INC$67.2M0.45%1,165,851CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$66.8M0.45%1,161,285CommonSOLE
98389B100XELXCEL ENERGY INC$66.7M0.45%902,437CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$65.3M0.44%1,118,334CommonSOLE
20825C104COPCONOCOPHILLIPS$64.9M0.44%693,506CommonSOLE
020002101ALLALLSTATE CORP$63.8M0.43%306,489CommonSOLE
281020107EIXEDISON INTL$62.7M0.42%1,043,859CommonSOLE
17275R102CSCOCISCO SYS INC$62.4M0.42%810,693CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$62.0M0.42%2,771,945CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$61.0M0.41%1,579,252CommonSOLE
871829107SYYSYSCO CORP$59.9M0.40%813,340CommonSOLE
337932107FEFIRSTENERGY CORP$59.5M0.40%1,329,624CommonSOLE
88579Y101MMM3M CO$58.8M0.39%367,504CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$58.3M0.39%200,865CommonSOLE
80105N105SNYSANOFI SA$58.2M0.39%1,200,571CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$57.4M0.39%70,351,000CommonSOLE
780259305SHELSHELL PLC$57.4M0.38%781,017CommonSOLE
743315103PGRPROGRESSIVE CORP$57.1M0.38%250,851CommonSOLE
23331A109DHID R HORTON INC$56.4M0.38%391,512CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$56.2M0.38%945,847CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$56.1M0.38%3,163,450CommonSOLE
30040W108ESEVERSOURCE ENERGY$55.8M0.37%829,120CommonSOLE
928881101VNTVONTIER CORPORATION$55.6M0.37%1,495,686CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$55.4M0.37%3,446,910CommonSOLE
37733W204GSKGSK PLC$54.7M0.37%1,116,087CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$54.4M0.36%387,424CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$53.7M0.36%1,404,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP$53.6M0.36%159,113CommonSOLE
559222401MGAMAGNA INTL INC$52.4M0.35%982,886CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$52.3M0.35%611,195CommonSOLE
464287598IWDISHARES TR$51.0M0.34%242,573CommonSOLE
596278101MIDDMIDDLEBY CORP$50.2M0.34%337,939CommonSOLE
056752108BIDUBAIDU INC$50.2M0.34%384,282CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$50.0M0.34%426,984CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$48.4M0.32%351,366CommonSOLE
205887102CAGCONAGRA BRANDS INC$47.3M0.32%2,734,874CommonSOLE
150870103CECELANESE CORP DEL$47.3M0.32%1,119,658CommonSOLE
25243Q205DEODIAGEO PLC$46.8M0.31%540,879CommonSOLE
518439104ELLAUDER ESTEE COS INC$46.0M0.31%439,378CommonSOLE
N20944109CNHCNH INDL N V$45.7M0.31%4,961,457CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$45.6M0.31%392,700CommonSOLE
03073E105CORCENCORA INC$45.2M0.30%133,773CommonSOLE
902494103TSNTYSON FOODS INC$44.4M0.30%757,626CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$43.7M0.29%523,715CommonSOLE
126408103CSXCSX CORP$43.6M0.29%1,202,015CommonSOLE
629377508NRGNRG ENERGY INC$42.7M0.29%268,251CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$42.7M0.29%1,553,215CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$41.9M0.28%524,951CommonSOLE
609207105MDLZMONDELEZ INTL INC$41.4M0.28%768,229CommonSOLE
055622104BPBP PLC$41.2M0.28%1,186,320CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$40.7M0.27%1,111,510CommonSOLE
231021106CMICUMMINS INC$40.7M0.27%79,643CommonSOLE
693718108PCARPACCAR INC$40.0M0.27%364,961CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$39.9M0.27%191,289CommonSOLE
806857108SLBSLB LIMITED$37.4M0.25%973,671CommonSOLE
466313103JBLJABIL INC$37.2M0.25%162,984CommonSOLE
718546104PSXPHILLIPS 66$36.2M0.24%280,896CommonSOLE
62944T105NVRNVR INC$36.1M0.24%4,945CommonSOLE
345370860FFORD MTR CO$36.0M0.24%2,743,392CommonSOLE
91913Y100VLOVALERO ENERGY CORP$36.0M0.24%221,002CommonSOLE
911363109URIUNITED RENTALS INC$35.7M0.24%44,158CommonSOLE
969457100WMBWILLIAMS COS INC$35.7M0.24%594,368CommonSOLE
693506107PPGPPG INDS INC$34.9M0.23%341,007CommonSOLE
001055102AFLAFLAC INC$34.9M0.23%316,704CommonSOLE
665859104NTRSNORTHERN TR CORP$33.6M0.23%246,036CommonSOLE
22052L104CTVACORTEVA INC$31.8M0.21%474,136CommonSOLE
372303206GMABGENMAB A/S$31.8M0.21%1,031,464CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$31.8M0.21%176,036CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$31.0M0.21%125,737CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$30.2M0.20%200,936CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$29.7M0.20%161,426CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$29.6M0.20%235,270CommonSOLE
902973304USBUS BANCORP DEL$29.5M0.20%552,949CommonSOLE
16411R208LNGCHENIERE ENERGY INC$29.1M0.19%149,569CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$28.9M0.19%635,252CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$28.5M0.19%529,009CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$28.2M0.19%339,521CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$27.8M0.19%346,108CommonSOLE
142339100CSLCARLISLE COS INC$27.6M0.19%86,311CommonSOLE
963320106WHRWHIRLPOOL CORP$27.5M0.18%380,676CommonSOLE
03076C106AMPAMERIPRISE FINL INC$27.2M0.18%55,525CommonSOLE
256746108DLTRDOLLAR TREE INC$27.2M0.18%221,323CommonSOLE
125269100CFCF INDS HLDGS INC$27.1M0.18%350,077CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$26.5M0.18%407,676CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$26.2M0.18%935,907CommonSOLE
670346105NUENUCOR CORP$26.0M0.17%159,673CommonSOLE
680223104ORIOLD REP INTL CORP$25.4M0.17%557,475CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$25.4M0.17%227,008CommonSOLE
88033G407THCTENET HEALTHCARE CORP$25.1M0.17%126,248CommonSOLE
67098H104OIO-I GLASS INC$25.1M0.17%1,698,081CommonSOLE
842587107SOSOUTHERN CO$23.9M0.16%273,908CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$23.8M0.16%26,505,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$23.7M0.16%83,600CommonSOLE
Y2573F102FLEXFLEX LTD$23.6M0.16%390,663CommonSOLE
89832Q109TFCTRUIST FINL CORP$22.4M0.15%455,903CommonSOLE
857477103STTSTATE STR CORP$21.8M0.15%168,774CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$21.7M0.15%107,111CommonSOLE
931142103WMTWALMART INC$21.5M0.14%192,599CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$20.9M0.14%203,944CommonSOLE
858119100STLDSTEEL DYNAMICS INC$20.4M0.14%120,300CommonSOLE
744320102PRUPRUDENTIAL FINL INC$20.2M0.14%178,605CommonSOLE
336433107FSLRFIRST SOLAR INC$19.3M0.13%73,855CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$19.1M0.13%118,806CommonSOLE
90384S303ULTAULTA BEAUTY INC$18.9M0.13%31,201CommonSOLE
023135106AMZNAMAZON COM INC$18.7M0.13%81,195CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$18.7M0.13%265,669CommonSOLE
876030107TPRTAPESTRY INC$18.2M0.12%142,168CommonSOLE
69351T106PPLPPL CORP$18.1M0.12%515,979CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$18.0M0.12%77,395CommonSOLE
745867101PHMPULTE GROUP INC$18.0M0.12%153,316CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$17.8M0.12%58,679CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$17.8M0.12%23,076CommonSOLE
233331107DTEDTE ENERGY CO$17.1M0.11%132,758CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$17.1M0.11%178,182CommonSOLE
83304AAK2SNAP 0.5 05/01/30SNAP INC$17.1M0.11%19,500,000CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$17.0M0.11%60,640CommonSOLE
500754106KHCKRAFT HEINZ CO$17.0M0.11%701,240CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$16.7M0.11%26,839CommonSOLE
P31076105CPACOPA HOLDINGS SA$16.6M0.11%137,970CommonSOLE
406216101HALHALLIBURTON CO$16.6M0.11%586,599CommonSOLE
30161Q104EXELEXELIXIS INC$16.5M0.11%376,229CommonSOLE
91529Y106UNMUNUM GROUP$16.4M0.11%211,266CommonSOLE
053807103AVTAVNET INC$16.3M0.11%339,427CommonSOLE
092113109BKHBLACK HILLS CORP$16.0M0.11%231,017CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$16.0M0.11%731,423CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$16.0M0.11%40,676CommonSOLE
009158106APDAIR PRODS & CHEMS INC$15.6M0.10%63,048CommonSOLE
084423102WRBBERKLEY W R CORP$15.5M0.10%220,882CommonSOLE
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03676B102AMANTERO MIDSTREAM CORP$15.1M0.10%848,947CommonSOLE
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172062101CINFCINCINNATI FINL CORP$14.9M0.10%91,067CommonSOLE
64110D104NTAPNETAPP INC$14.8M0.10%138,480CommonSOLE
736508847PORPORTLAND GEN ELEC CO$14.8M0.10%308,395CommonSOLE
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008252108AMGAFFILIATED MANAGERS GROUP IN$14.7M0.10%50,902CommonSOLE
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504922105LHLABCORP HOLDINGS INC$14.5M0.10%57,620CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14.2M0.10%173,634CommonSOLE
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31946M103FCNCAFIRST CTZNS BANCSHARES INC D$14.0M0.09%6,525CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$14.0M0.09%102,223CommonSOLE
35137L105FOXAFOX CORP$14.0M0.09%191,066CommonSOLE
37959E102GLGLOBE LIFE INC$13.7M0.09%98,154CommonSOLE
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29275Y102ENSENERSYS$13.5M0.09%91,687CommonSOLE
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013091103ACIALBERTSONS COS INC$13.3M0.09%774,086CommonSOLE
830879102SKYWSKYWEST INC$13.2M0.09%131,738CommonSOLE
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316773100FITBFIFTH THIRD BANCORP$12.9M0.09%275,823CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$12.8M0.09%219,830CommonSOLE
695156109PKGPACKAGING CORP AMER$12.8M0.09%62,177CommonSOLE
552848103MTGMGIC INVT CORP WIS$12.7M0.09%435,879CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$12.7M0.09%283,794CommonSOLE
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98956P102ZBHZIMMER BIOMET HOLDINGS INC$12.5M0.08%139,151CommonSOLE
833034101SNASNAP ON INC$12.5M0.08%36,280CommonSOLE
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852234103XYZBLOCK INC$12.3M0.08%189,650CommonSOLE
831865209AOSSMITH A O CORP$12.3M0.08%184,566CommonSOLE
457187102INGRINGREDION INC$12.3M0.08%111,575CommonSOLE
302520101FNBF N B CORP$12.3M0.08%718,908CommonSOLE
30303M102METAMETA PLATFORMS INC$12.3M0.08%18,574CommonSOLE
372460105GPCGENUINE PARTS CO$12.0M0.08%97,600CommonSOLE
750236101RDNRADIAN GROUP INC$12.0M0.08%332,790CommonSOLE
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889478103TOLTOLL BROTHERS INC$9.2M0.06%67,841CommonSOLE
37247D106GNWGENWORTH FINL INC$9.1M0.06%1,006,060CommonSOLE
526057104LENLENNAR CORP$8.9M0.06%87,008CommonSOLE
624756102MLIMUELLER INDS INC$8.8M0.06%76,886CommonSOLE
G9460G101VALVALARIS LTD$8.8M0.06%174,724CommonSOLE
817565104SCISERVICE CORP INTL$8.7M0.06%111,954CommonSOLE
G0176J109ALLEALLEGION PLC$8.7M0.06%54,621CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$8.7M0.06%137,249CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$8.6M0.06%57,431CommonSOLE
366505105GTXGARRETT MOTION INC$8.6M0.06%494,143CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$8.6M0.06%129,565CommonSOLE
880779103TEXTEREX CORP NEW$8.6M0.06%160,870CommonSOLE
G3223R108EGEVEREST GROUP LTD$8.5M0.06%25,073CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$8.5M0.06%24,982CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$8.5M0.06%114,310CommonSOLE
71880K101PHINPHINIA INC$8.4M0.06%133,554CommonSOLE
48666K109KBHKB HOME$8.4M0.06%148,390CommonSOLE
90138F102TWLOTWILIO INC$8.3M0.06%58,467CommonSOLE
626755102MUSAMURPHY USA INC$8.3M0.06%20,526CommonSOLE
55305B101MHOM/I HOMES INC$8.3M0.06%64,719CommonSOLE
704551100BTUPEABODY ENERGY CORP$8.3M0.06%278,781CommonSOLE
95082P105WCCWESCO INTL INC$8.2M0.06%33,653CommonSOLE
89055F103BLDTOPBUILD CORP$8.2M0.05%19,652CommonSOLE
191098102COKECOCA COLA CONS INC$8.2M0.05%53,253CommonSOLE
103304101BYDBOYD GAMING CORP$8.1M0.05%95,427CommonSOLE
885160101THOTHOR INDS INC$8.1M0.05%79,128CommonSOLE
12621E103CNOCNO FINL GROUP INC$8.1M0.05%191,281CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8.1M0.05%76,674CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$7.8M0.05%259,531CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$7.8M0.05%93,783CommonSOLE
629209305NMIHNMI HLDGS INC$7.8M0.05%190,054CommonSOLE
127190304CACICACI INTL INC$7.7M0.05%14,226CommonSOLE
00508Y102AYIACUITY INC$7.5M0.05%20,949CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$7.5M0.05%342,968CommonSOLE
974637AF7WGO 3.25 01/15/30WINNEBAGO INDS INC$7.5M0.05%7,966,000CommonSOLE
03674X106ARANTERO RESOURCES CORP$7.4M0.05%215,470CommonSOLE
G3922B107GGENPACT LIMITED$7.4M0.05%158,214CommonSOLE
693656100PVHPVH CORPORATION$7.4M0.05%110,288CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7.4M0.05%65,681CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$7.4M0.05%46,596CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$7.4M0.05%344,023CommonSOLE
448579102HHYATT HOTELS CORP$7.3M0.05%45,243CommonSOLE
69318G106PBFPBF ENERGY INC$7.2M0.05%265,493CommonSOLE
00130H105AESAES CORP$7.2M0.05%500,797CommonSOLE
149150104CATYCATHAY GEN BANCORP$7.2M0.05%148,259CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$7.2M0.05%131,234CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$7.2M0.05%183,641CommonSOLE
69047Q102OVVOVINTIV INC$7.0M0.05%179,583CommonSOLE
04621X108AIZASSURANT INC$7.0M0.05%29,198CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$7.0M0.05%300,116CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$6.9M0.05%194,806CommonSOLE
40434L105HPQHP INC$6.9M0.05%311,249CommonSOLE
21874C102CNMCORE & MAIN INC$6.8M0.05%131,625CommonSOLE
099724106BWABORGWARNER INC$6.8M0.05%150,646CommonSOLE
65249B109NWSANEWS CORP NEW$6.8M0.05%259,807CommonSOLE
12514G108CDWCDW CORP$6.8M0.05%49,704CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$6.7M0.04%3,226CommonSOLE
689648103OTTROTTER TAIL CORP$6.7M0.04%82,701CommonSOLE
98978V103ZTSZOETIS INC$6.5M0.04%51,878CommonSOLE
045487105ASBASSOCIATED BANC CORP$6.4M0.04%249,329CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.4M0.04%31,352CommonSOLE
360271100FULTFULTON FINL CORP PA$6.4M0.04%328,957CommonSOLE
71363P106PRDOPERDOCEO ED CORP$6.3M0.04%215,371CommonSOLE
806407102HSICHENRY SCHEIN INC$6.3M0.04%83,425CommonSOLE
418056107HASHASBRO INC$6.3M0.04%76,383CommonSOLE
860630102SFSTIFEL FINL CORP$6.2M0.04%49,747CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$6.2M0.04%6,250,000CommonSOLE
00090Q103ADTADT INC DEL$6.2M0.04%766,045CommonSOLE
G02602103DOXAMDOCS LTD$6.2M0.04%76,763CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$6.2M0.04%36,197CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$6.1M0.04%110,551CommonSOLE
02005N100ALLYALLY FINL INC$6.1M0.04%134,681CommonSOLE
03743Q108APAAPA CORPORATION$6.1M0.04%249,292CommonSOLE
403949100DINOHF SINCLAIR CORP$6.1M0.04%131,452CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$6.1M0.04%129,513CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$6.0M0.04%130,545CommonSOLE
577081102MATMATTEL INC$6.0M0.04%301,030CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$5.9M0.04%120,975CommonSOLE
911163103UNFIUNITED NAT FOODS INC$5.9M0.04%173,888CommonSOLE
75281A109RRCRANGE RES CORP$5.8M0.04%164,175CommonSOLE
56585A102MPCMARATHON PETE CORP$5.8M0.04%35,478CommonSOLE
536797103LADLITHIA MTRS INC$5.7M0.04%17,260CommonSOLE
688239201OSKOSHKOSH CORP$5.7M0.04%45,014CommonSOLE
78442P106SLMSLM CORP$5.6M0.04%207,900CommonSOLE
412822108HOGHARLEY DAVIDSON INC$5.5M0.04%270,744CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$5.5M0.04%81,836CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$5.5M0.04%155,910CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$5.5M0.04%144,391CommonSOLE
675232102OIIOCEANEERING INTL INC$5.5M0.04%228,424CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$5.4M0.04%168,464CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$5.4M0.04%87,846CommonSOLE
981475106WKCWORLD KINECT CORPORATION$5.4M0.04%230,752CommonSOLE
001084102AGCOAGCO CORP$5.4M0.04%51,710CommonSOLE
947890109WBSWEBSTER FINL CORP$5.3M0.04%84,350CommonSOLE
724479100PBIPITNEY BOWES INC$5.3M0.04%502,064CommonSOLE
500255104KSSKOHLS CORP$5.2M0.04%256,874CommonSOLE
30257X104FBKFB FINL CORP$5.2M0.04%93,687CommonSOLE
913456109UVVUNIVERSAL CORP VA$5.2M0.03%98,883CommonSOLE
64031N108NNINELNET INC$5.2M0.03%38,854CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$5.1M0.03%80,537CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$5.0M0.03%148,775CommonSOLE
74164M108PRIPRIMERICA INC$5.0M0.03%19,179CommonSOLE
61945C103MOSMOSAIC CO NEW$5.0M0.03%205,673CommonSOLE
00676P107ADEAADEIA INC$4.9M0.03%281,963CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$4.8M0.03%65,372CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$4.8M0.03%190,432CommonSOLE
G7997W102SDRLSEADRILL LTD$4.7M0.03%142,989CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$4.7M0.03%58,681CommonSOLE
090572207BIOBIO RAD LABS INC$4.7M0.03%15,415CommonSOLE
086516101BBYBEST BUY INC$4.7M0.03%69,605CommonSOLE
21871N101CXWCORECIVIC INC$4.6M0.03%239,527CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$4.5M0.03%117,542CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$4.5M0.03%160,708CommonSOLE
929328102WSFSWSFS FINL CORP$4.5M0.03%81,019CommonSOLE
397624107GEFGREIF INC$4.4M0.03%64,712CommonSOLE
749685103RPMRPM INTL INC$4.4M0.03%41,911CommonSOLE
87484T108TALOTALOS ENERGY INC$4.3M0.03%389,201CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$4.3M0.03%104,950CommonSOLE
11040G103VTOLBRISTOW GROUP INC$4.3M0.03%116,372CommonSOLE
52603A208LCLENDINGCLUB CORP$4.3M0.03%224,426CommonSOLE
45688C107NGVTINGEVITY CORP$4.2M0.03%71,792CommonSOLE
319383204BUSEFIRST BUSEY CORP$4.2M0.03%178,040CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$4.2M0.03%361,272CommonSOLE
200340107CMACOMERICA INC$4.1M0.03%47,563CommonSOLE
783549108RRYDER SYS INC$4.1M0.03%21,497CommonSOLE
457030104IMKTAINGLES MKTS INC$4.1M0.03%59,234CommonSOLE
67103X102OFGOFG BANCORP$4.0M0.03%98,399CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$4.0M0.03%94,130CommonSOLE
784305104HTOH2O AMERICA$4.0M0.03%81,927CommonSOLE
26210C104DBXDROPBOX INC$3.9M0.03%140,685CommonSOLE
94845U105WBTNWEBTOON ENTMT INC$3.9M0.03%299,547CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$3.9M0.03%43,123CommonSOLE
G0084W101ADNTADIENT PLC$3.8M0.03%199,442CommonSOLE
29249E109ACTENACT HLDGS INC$3.7M0.03%94,247CommonSOLE
938824109WAFDWAFD INC$3.7M0.03%116,465CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.7M0.02%57,239CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$3.7M0.02%52,239CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$3.7M0.02%40,427CommonSOLE
318672706FBPFIRST BANCORP P R$3.6M0.02%174,172CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$3.6M0.02%213,249CommonSOLE
216648501COOCOOPER COS INC$3.6M0.02%43,734CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$3.6M0.02%66,111CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$3.6M0.02%271,720CommonSOLE
63938C108NAVINAVIENT CORPORATION$3.6M0.02%274,213CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$3.5M0.02%494,995CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$3.5M0.02%89,651CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$3.5M0.02%66,755CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$3.5M0.02%260,062CommonSOLE
034164103ANDEANDERSONS INC$3.5M0.02%65,116CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$3.5M0.02%242,472CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$3.5M0.02%118,225CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$3.4M0.02%186,802CommonSOLE
254543101DIODDIODES INC$3.4M0.02%69,378CommonSOLE
315616102FFIVF5 INC$3.3M0.02%13,002CommonSOLE
359664109FLGTFULGENT GENETICS INC$3.3M0.02%125,210CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$3.3M0.02%71,180CommonSOLE
783754104RYZRYERSON HLDG CORP$3.3M0.02%129,480CommonSOLE
G491BT108IVZINVESCO LTD$3.3M0.02%123,780CommonSOLE
853666105SMPSTANDARD MTR PRODS INC$3.2M0.02%87,960CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$3.2M0.02%103,370CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$3.2M0.02%85,722CommonSOLE
046224101ASTEASTEC INDS INC$3.2M0.02%73,470CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$3.2M0.02%167,219CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$3.1M0.02%24,755CommonSOLE
248019101DLXDELUXE CORP$3.1M0.02%138,540CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$3.1M0.02%36,471CommonSOLE
766559702RIGLRIGEL PHARMACEUTICALS INC$3.1M0.02%71,570CommonSOLE
783859101STBAS & T BANCORP INC$3.0M0.02%76,441CommonSOLE
740367404PFBCPREFERRED BK LOS ANGELES CA$2.9M0.02%31,073CommonSOLE
74727A104QCRHQCR HOLDINGS INC$2.9M0.02%34,961CommonSOLE
62955J103NOVNOV INC$2.9M0.02%184,857CommonSOLE
733174700BPOPPOPULAR INC$2.9M0.02%23,061CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$2.8M0.02%105,417CommonSOLE
75970E107RNSTRENASANT CORP$2.8M0.02%79,942CommonSOLE
G3198U102ESNTESSENT GROUP LTD$2.8M0.02%43,150CommonSOLE
00766T100ACMAECOM$2.8M0.02%29,400CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$2.8M0.02%96,739CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$2.8M0.02%140,703CommonSOLE
292554102ECPGENCORE CAP GROUP INC$2.8M0.02%51,009CommonSOLE
302301106EZPWEZCORP INC$2.8M0.02%141,978CommonSOLE
806037107SCSCSCANSOURCE INC$2.7M0.02%69,687CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$2.7M0.02%35,351CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$2.7M0.02%97,590CommonSOLE
928254101VIRTVIRTU FINL INC$2.7M0.02%80,500CommonSOLE
124411109BYBYLINE BANCORP INC$2.7M0.02%91,115CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$2.6M0.02%104,195CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$2.6M0.02%53,476CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$2.5M0.02%43,496CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$2.5M0.02%209,915CommonSOLE
667746101NWPXNWPX INFRASTRUCTURE INC$2.5M0.02%39,638CommonSOLE
502160104LXULSB INDS INC$2.4M0.02%287,280CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.4M0.02%22,375CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$2.4M0.02%54,584CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$2.3M0.02%69,390CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$2.3M0.02%62,670CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$2.3M0.02%13,890CommonSOLE
45781M101INVAINNOVIVA INC$2.2M0.01%111,711CommonSOLE
709789101PEBOPEOPLES BANCORP INC$2.2M0.01%73,799CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$2.2M0.01%29,709CommonSOLE
06652K103BKUBANKUNITED INC$2.1M0.01%47,909CommonSOLE
21900C308CRMDCORMEDIX INC$2.1M0.01%179,980CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$2.1M0.01%36,969CommonSOLE
88830M102TWITITAN INTL INC ILL$2.0M0.01%256,410CommonSOLE
891092108TTCTORO CO$2.0M0.01%25,044CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$1.9M0.01%104,870CommonSOLE
00181T107GOLDGOLD COM INC$1.9M0.01%56,400CommonSOLE
128030202CALMCAL MAINE FOODS INC$1.9M0.01%23,969CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.9M0.01%19,417CommonSOLE
981419104WRLDWORLD ACCEP CORPORATION$1.9M0.01%13,510CommonSOLE
902681105UGIUGI CORP NEW$1.9M0.01%50,415CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.9M0.01%25,273CommonSOLE
817070501SENEASENECA FOODS CORP NEW$1.9M0.01%16,779CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$1.9M0.01%2,000,000CommonSOLE
046353108AZNNASTRAZENECA PLC$1.9M0.01%20,157CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$1.8M0.01%25,558CommonSOLE
58844R108MBINMERCHANTS BANCORP IND$1.8M0.01%53,926CommonSOLE
G98239109XPXP INC$1.8M0.01%110,609CommonSOLE
749660106RESRPC INC$1.8M0.01%329,724CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$1.8M0.01%90,620CommonSOLE
887399103MTUSMETALLUS INC$1.8M0.01%102,430CommonSOLE
807066105SCHLSCHOLASTIC CORP$1.8M0.01%59,300CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$1.7M0.01%90,498CommonSOLE
74319R101PRGPROG HOLDINGS INC$1.7M0.01%58,910CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$1.7M0.01%78,980CommonSOLE
879080109TRCTEJON RANCH CO$1.7M0.01%108,992CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$1.7M0.01%43,286CommonSOLE
29082K105EMBCEMBECTA CORP$1.7M0.01%142,890CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$1.7M0.01%52,642CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$1.6M0.01%49,020CommonSOLE
29089Q105EBSEMERGENT BIOSOLUTIONS INC$1.6M0.01%130,310CommonSOLE
587376104MBWMMERCANTILE BK CORP$1.6M0.01%33,147CommonSOLE
950810101WSBCWESBANCO INC$1.6M0.01%47,155CommonSOLE

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.