Brandywine Global Investment Management, LLC New Holdings in Q2 2025

Brandywine Global Investment Management, LLC

  • $13.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
275K
New
$236.26 - $291.15 $64.9M - $80M
275K $74.9M
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
GD
General Dynamics Corp

Industrials
162K
New
$247.68 - $291.66 $40.2M - $47.3M
162K $47.3M
NSC
Norfolk Southern Corp

Industrials
136K
New
$206.34 - $257.46 $28.2M - $35.1M
136K $34.9M
PSX
Phillips 66

Energy
266K
New
$92.87 - $125.73 $24.7M - $33.5M
266K $31.8M
DELL
Dell Technologies Inc.

Technology
222K
New
$71.63 - $125.98 $15.9M - $27.9M
222K $27.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
75.1K
New
$248.61 - $294.96 $18.7M - $22.2M
75.1K $21.2M
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
DTE
Dte Energy CO

Utilities
135K
New
$127.39 - $139.49 $17.2M - $18.9M
135K $17.9M
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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
50.6K
New
$225.56 - $335.19 $11.4M - $17M
50.6K $12M
PKG
Packaging Corp Of America

Consumer Cyclical
58.7K
New
$175.97 - $201.36 $10.3M - $11.8M
58.7K $11.1M
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
GPC
Genuine Parts CO

Consumer Cyclical
83.7K
New
$105.54 - $129.09 $8.84M - $10.8M
83.7K $10.2M
LEA
Lear Corp

Consumer Cyclical
94.1K
New
$75.18 - $95.54 $7.07M - $8.99M
94.1K $8.93M
ACI
Albertsons Companies, Inc.

Consumer Defensive
373K
New
$19.94 - $22.91 $7.44M - $8.55M
373K $8.03M
JLL
Jones Lang Lasalle Inc

Real Estate
31K
New
$204.57 - $256.96 $6.34M - $7.96M
31K $7.92M
TRMB
Trimble Inc.

Technology
87K
New
$55.12 - $75.98 $4.79M - $6.61M
87K $6.61M
PRGO
Perrigo CO PLC

Healthcare
242K
New
$24.36 - $27.91 $5.9M - $6.75M
242K $6.47M
UVV
Universal Corp

Consumer Defensive
106K
New
$50.84 - $65.39 $5.41M - $6.96M
106K $6.2M
HII
Huntington Ingalls Industries, Inc.

Industrials
25.6K
New
$183.31 - $241.46 $4.69M - $6.18M
25.6K $6.18M
CACI
Caci International Inc

Technology
14.4K
New
N/A
14.4K $6.16M
CNXC
Concentrix Corp

Technology
112K
New
$45.73 - $57.88 $5.14M - $6.51M
112K $5.94M
PBI
Pitney Bowes Inc

Industrials
540K
New
$7.81 - $10.94 $4.22M - $5.91M
540K $5.89M
SIG
Signet Jewelers LTD

Consumer Cyclical
72.4K
New
$50.77 - $82.74 $3.68M - $5.99M
72.4K $5.76M
MD
Mednax, Inc.

Healthcare
370K
New
$12.0 - $15.17 $4.44M - $5.61M
370K $5.31M
DINO
Hf Sinclair Corp

Energy
124K
New
$25.91 - $41.85 $3.2M - $5.18M
124K $5.08M
NFG
National Fuel Gas CO

Energy
59.4K
New
$73.0 - $86.01 $4.33M - $5.1M
59.4K $5.03M
AGCO
Agco Corp

Industrials
48.6K
New
$75.77 - $108.43 $3.68M - $5.27M
48.6K $5.01M
ROIV
Roivant Sciences Ltd.

Healthcare
444K
New
$9.08 - $11.62 $4.03M - $5.16M
444K $5M
GPS
Gap Inc

Consumer Cyclical
247K
New
N/A
247K $4.99M
RES
Rpc Inc

Energy
944K
New
$4.3 - $5.72 $4.06M - $5.4M
944K $4.47M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
85.2K
New
$50.56 - $59.57 $4.31M - $5.07M
85.2K $4.42M
SCI
Service Corp International

Consumer Cyclical
51.8K
New
$73.58 - $81.65 $3.81M - $4.23M
51.8K $4.22M
MAT
Mattel Inc

Consumer Cyclical
210K
New
$14.55 - $20.12 $3.06M - $4.23M
210K $4.15M
IMKTA
Ingles Markets Inc

Consumer Defensive
63.5K
New
$59.82 - $65.64 $3.8M - $4.17M
63.5K $4.03M
IWN
Ishares Russell2000 Val ETF

ETFs
25.1K
New
$131.84 - $157.76 $3.31M - $3.96M
25.1K $3.96M
PPC
Pilgrims Pride Corp

Consumer Defensive
87K
New
$44.55 - $56.26 $3.87M - $4.89M
87K $3.91M
VSH
Vishay Intertechnology Inc

Technology
217K
New
$10.57 - $15.97 $2.3M - $3.47M
217K $3.45M
APAM
Artisan Partners Asset Management Inc.

Financial Services
76.4K
New
$33.85 - $44.55 $2.59M - $3.41M
76.4K $3.39M
XP
Xp Inc.

Financial Services
155K
New
$12.69 - $20.62 $1.97M - $3.2M
155K $3.13M
WU
Western Union CO

Financial Services
365K
New
$8.37 - $10.63 $3.06M - $3.89M
365K $3.08M
BMBL
Bumble Inc.

Technology
444K
New
$3.65 - $6.59 $1.62M - $2.93M
444K $2.93M
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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