Brandywine Global Investment Management, LLC Purchases in Q2 2025

Brandywine Global Investment Management, LLC

  • $13.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
312K
+ 490.4%
$262.28 - $309.85 $82M - $96.8M
376K $105M
CRM
Salesforce, Inc.

Technology
275K
New
$236.26 - $291.15 $64.9M - $80M
275K $74.9M
QCOM
Qualcomm Inc

Technology
401K
+ 127.17%
$124.66 - $159.48 $50M - $64M
716K $114M
ADBE
Adobe Inc.

Technology
162K
New
$340.0 - $420.68 $55.2M - $68.3M
162K $62.8M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
744K
New
$66.94 - $88.47 $49.8M - $65.8M
744K $61.6M
C
Citigroup Inc

Financial Services
92.3K
+ 2.82%
$58.13 - $85.12 $5.36M - $7.85M
3.36M $286M
GD
General Dynamics Corp

Industrials
162K
New
$247.68 - $291.66 $40.2M - $47.3M
162K $47.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
183K
+ 267.78%
$141.37 - $228.57 $25.9M - $41.9M
252K $57M
CAT
Caterpillar Inc

Industrials
27.1K
+ 4.54%
$273.94 - $388.21 $7.43M - $10.5M
624K $242M
WFC
Wells Fargo & Company

Financial Services
203K
+ 6.9%
$60.98 - $80.12 $12.3M - $16.2M
3.14M $251M
PYPL
Pay Pal Holdings, Inc.

Financial Services
302K
+ 19.91%
$57.41 - $74.81 $17.3M - $22.6M
1.82M $135M
NSC
Norfolk Southern Corp

Industrials
136K
New
$206.34 - $257.46 $28.2M - $35.1M
136K $34.9M
RRX
Regal Rexnord Corp

Industrials
173K
+ 76.51%
$94.06 - $147.0 $16.2M - $25.4M
398K $57.7M
PSX
Phillips 66

Energy
266K
New
$92.87 - $125.73 $24.7M - $33.5M
266K $31.8M
MET
Metlife Inc

Financial Services
367K
+ 55.61%
$68.42 - $82.49 $25.1M - $30.2M
1.03M $82.5M
CMCSA
Comcast Corp

Communication Services
1.05M
+ 14.17%
$32.84 - $36.72 $34.6M - $38.6M
8.48M $303M
ICLR
Icon PLC

Healthcare
220K
+ 163.98%
$126.62 - $168.7 $27.9M - $37.2M
355K $51.6M
F
Ford Motor CO

Consumer Cyclical
2.56M
+ 23461.32%
$8.69 - $10.85 $22.3M - $27.8M
2.57M $27.9M
DELL
Dell Technologies Inc.

Technology
222K
New
$71.63 - $125.98 $15.9M - $27.9M
222K $27.2M
PEP
Pepsico Inc

Consumer Defensive
275K
+ 52.46%
$128.02 - $151.37 $35.2M - $41.6M
799K $106M
NTAP
Net App, Inc.

Technology
196K
+ 275.28%
$76.1 - $106.55 $14.9M - $20.9M
267K $28.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
75.1K
New
$248.61 - $294.96 $18.7M - $22.2M
75.1K $21.2M
PPG
Ppg Industries Inc

Basic Materials
181K
+ 161.5%
$91.66 - $115.04 $16.6M - $20.9M
294K $33.4M
MU
Micron Technology Inc

Technology
39.8K
+ 9.71%
$64.72 - $127.91 $2.58M - $5.09M
450K $55.5M
LVS
Las Vegas Sands Corp

Consumer Cyclical
453K
New
$30.7 - $44.12 $13.9M - $20M
453K $19.7M
NUE
Nucor Corp

Basic Materials
152K
New
$103.22 - $131.43 $15.7M - $19.9M
152K $19.6M
UNP
Union Pacific Corp

Industrials
84.3K
New
$208.27 - $238.46 $17.6M - $20.1M
84.3K $19.4M
CSX
Csx Corp

Industrials
480K
+ 41.8%
$26.69 - $32.91 $12.8M - $15.8M
1.63M $53.1M
PGR
Progressive Corp

Financial Services
80.7K
+ 46.21%
$255.27 - $288.74 $20.6M - $23.3M
255K $68.1M
SYY
Sysco Corp

Consumer Defensive
237K
+ 38.93%
$68.0 - $75.91 $16.1M - $18M
844K $64M
GOOGL
Alphabet Inc.

Communication Services
54.4K
+ 13.58%
$144.7 - $178.6 $7.86M - $9.71M
454K $80.1M
DTE
Dte Energy CO

Utilities
135K
New
$127.39 - $139.49 $17.2M - $18.9M
135K $17.9M
KR
Kroger CO

Consumer Defensive
83.7K
+ 2.92%
$64.62 - $74.0 $5.41M - $6.2M
2.96M $212M
ON
On Semiconductor Corp

Technology
19.1K
+ 1.46%
$31.95 - $54.21 $609K - $1.03M
1.33M $69.6M
EBAY
Ebay Inc

Consumer Cyclical
140K
+ 17.85%
$59.52 - $79.36 $8.32M - $11.1M
922K $68.7M
EOG
Eog Resources Inc

Energy
167K
+ 24.91%
$104.61 - $129.97 $17.5M - $21.7M
838K $100M
FE
Firstenergy Corp

Utilities
356K
+ 27.58%
$38.31 - $43.17 $13.6M - $15.4M
1.65M $66.2M
DAL
Delta Air Lines, Inc.

Industrials
60.1K
+ 3.06%
$35.88 - $52.99 $2.16M - $3.19M
2.03M $99.7M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.25M
New
$8.48 - $11.94 $10.6M - $14.9M
1.25M $12.9M
META
Meta Platforms, Inc.

Communication Services
17.3K
New
$484.66 - $738.09 $8.39M - $12.8M
17.3K $12.8M
TPR
Tapestry, Inc.

Consumer Cyclical
144K
New
$60.6 - $87.81 $8.73M - $12.7M
144K $12.7M
DLTR
Dollar Tree, Inc.

Consumer Defensive
127K
New
$67.22 - $100.51 $8.51M - $12.7M
127K $12.5M
SYF
Synchrony Financial

Financial Services
134K
+ 56.54%
$43.81 - $66.74 $5.86M - $8.93M
370K $24.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
50.6K
New
$225.56 - $335.19 $11.4M - $17M
50.6K $12M
NTRS
Northern Trust Corp

Financial Services
63.1K
+ 53.3%
$84.45 - $126.79 $5.33M - $8M
182K $23M
PKG
Packaging Corp Of America

Consumer Cyclical
58.7K
New
$175.97 - $201.36 $10.3M - $11.8M
58.7K $11.1M
PFE
Pfizer Inc

Healthcare
504K
+ 44.45%
$21.59 - $24.84 $10.9M - $12.5M
1.64M $39.7M
VC
Visteon Corp

Consumer Cyclical
117K
New
$67.04 - $94.19 $7.87M - $11.1M
117K $10.9M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
149K
New
$50.86 - $73.83 $7.57M - $11M
149K $10.8M
Activity Summary
Buys All Purchases 262 New Holdings 83 Increased Positions 179 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 0
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