Stock Taper

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FirstEnergy Corp.FE1.33M$59.53M
JPMorgan Chase & Co.JPM1.37M$443.02M
PepsiCo, Inc.PEP1.39M$199.76M
Smurfit Westrock plcSW1.4M$53.73M
General Motors CompanyGM1.41M$114.9M
Vontier CorporationVNT1.5M$55.61M
Kinder Morgan, Inc.KMI1.55M$42.7M
Royalty Pharma plcRPRX1.58M$61.02M
Medtronic plcMDT1.58M$152.23M
O-I Glass, Inc.OI1.7M$25.06M
The Walt Disney CompanyDIS1.72M$195.35M
Delta Air Lines, Inc.DAL1.84M$127.56M
ON Semiconductor CorporationON1.85M$100.04M
Global Payments Inc.GPN1.89M$146.19M
Johnson & JohnsonJNJ1.95M$403.78M
Exxon Mobil CorporationXOM2.01M$241.79M
Canadian Natural Resources LimitedCNQ2.29M$77.41M
Transocean Ltd.RIG2.52M$10.42M
Citigroup Inc.C2.7M$314.65M
CVS Health Corp.CVS2.72M$216.1M