
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | VLGEA | 30K | $1.11M |
![]() | ULTA | 29K | $16.02M |
![]() | BLD | 28K | $11.08M |
![]() | OBK | 28K | $959.69K |
![]() | INDB | 28K | $1.91M |
![]() | MLM | 27K | $17.06M |
![]() | FBNC | 27K | $1.43M |
![]() | UTHR | 27K | $11.23M |
![]() | OPY | 26K | $1.96M |
![]() | HBNC | 26K | $419.62K |
![]() | JRVR | 26K | $145.24K |
![]() | VOYA | 26K | $1.95M |
![]() | HII | 26K | $7.37M |
![]() | CFR | 26K | $3.23M |
![]() | SMBK | 25K | $906.08K |
![]() | GSBC | 25K | $1.54M |
![]() | BRK-B | 25K | $12.48M |
![]() | CALM | 25K | $2.33M |
![]() | SAIC | 24K | $2.42M |
![]() | IBCP | 24K | $750.77K |

Village Super Market, Inc.
VLGEA
Shares Held
30K
Value
$1.11M

Ulta Beauty, Inc.
ULTA
Shares Held
29K
Value
$16.02M

TopBuild Corp.
BLD
Shares Held
28K
Value
$11.08M

Origin Bancorp, Inc.
OBK
Shares Held
28K
Value
$959.69K

Independent Bank Corp.
INDB
Shares Held
28K
Value
$1.91M

Martin Marietta Materials, Inc.
MLM
Shares Held
27K
Value
$17.06M

First Bancorp
FBNC
Shares Held
27K
Value
$1.43M

United Therapeutics Corporation
UTHR
Shares Held
27K
Value
$11.23M

Oppenheimer Holdings Inc.
OPY
Shares Held
26K
Value
$1.96M

Horizon Bancorp, Inc.
HBNC
Shares Held
26K
Value
$419.62K

James River Group Holdings, Ltd.
JRVR
Shares Held
26K
Value
$145.24K

Voya Financial, Inc.
VOYA
Shares Held
26K
Value
$1.95M

Huntington Ingalls Industries, Inc.
HII
Shares Held
26K
Value
$7.37M

Cullen/Frost Bankers, Inc.
CFR
Shares Held
26K
Value
$3.23M

SmartFinancial, Inc.
SMBK
Shares Held
25K
Value
$906.08K

Great Southern Bancorp, Inc.
GSBC
Shares Held
25K
Value
$1.54M

Berkshire Hathaway Inc.
BRK-B
Shares Held
25K
Value
$12.48M

Cal-Maine Foods, Inc.
CALM
Shares Held
25K
Value
$2.33M

Science Applications International Corporation
SAIC
Shares Held
24K
Value
$2.42M

Independent Bank Corporation
IBCP
Shares Held
24K
Value
$750.77K
