BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 1.95M | $362.38M |
 | DAL | 1.95M | $110.71M |
 | CLVT | 1.71M | $6.54M |
 | DIS | 1.68M | $191.81M |
 | XOM | 1.65M | $186.59M |
 | GPN | 1.65M | $137.19M |
 | CSX | 1.64M | $58.33M |
 | PFE | 1.61M | $40.96M |
 | ON | 1.57M | $77.53M |
 | KMI | 1.57M | $44.37M |
 | MDT | 1.52M | $144.79M |
 | RPRX | 1.52M | $53.50M |
 | JPM | 1.44M | $455.37M |
 | DG | 1.44M | $148.66M |
 | GMAB | 1.41M | $43.33M |
 | VNT | 1.38M | $58.10M |
 | FE | 1.31M | $59.81M |
 | CLF | 1.26M | $15.33M |
 | SLB | 1.23M | $42.32M |
 | GT | 1.20M | $8.99M |
Johnson & Johnson
JNJ
Shares Held
1.95M
Value
$362.38M
Delta Air Lines, Inc.
DAL
Shares Held
1.95M
Value
$110.71M
Clarivate Plc
CLVT
Shares Held
1.71M
Value
$6.54M
The Walt Disney Company
DIS
Shares Held
1.68M
Value
$191.81M
Exxon Mobil Corporation
XOM
Shares Held
1.65M
Value
$186.59M
Global Payments Inc.
GPN
Shares Held
1.65M
Value
$137.19M
CSX Corporation
CSX
Shares Held
1.64M
Value
$58.33M
Pfizer Inc.
PFE
Shares Held
1.61M
Value
$40.96M
ON Semiconductor Corporation
ON
Shares Held
1.57M
Value
$77.53M
Kinder Morgan, Inc.
KMI
Shares Held
1.57M
Value
$44.37M
Medtronic plc
MDT
Shares Held
1.52M
Value
$144.79M
Royalty Pharma plc
RPRX
Shares Held
1.52M
Value
$53.50M
JPMorgan Chase & Co.
JPM
Shares Held
1.44M
Value
$455.37M
Dollar General Corporation
DG
Shares Held
1.44M
Value
$148.66M
Genmab A/S
GMAB
Shares Held
1.41M
Value
$43.33M
Vontier Corporation
VNT
Shares Held
1.38M
Value
$58.10M
FirstEnergy Corp.
FE
Shares Held
1.31M
Value
$59.81M
Cleveland-Cliffs Inc.
CLF
Shares Held
1.26M
Value
$15.33M
SLB N.V.
SLB
Shares Held
1.23M
Value
$42.32M
The Goodyear Tire & Rubber Company
GT
Shares Held
1.20M
Value
$8.99M