BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings377 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MERCK & CO. INC. | 7.9M | $952.4M | 3.1% | $75.90 | +57.87% | 30 qtrssince 2018-Q4 | Increased 59 |
CHEVRON CORP | 4.2M | $874.8M | 2.9% | $151.48 | +24.62% | 4 qtrssince 2025-Q2 | Increased 57 |
GE HEALTHCARE TECHNOLOG-W/I | 11.9M | $845.9M | 2.8% | $77.02 | -7.67% | 2 qtrssince 2025-Q4 | Increased 84 |
CARNIVAL CORP LTD | 29.6M | $766.9M | 2.5% | $18.75 | +36.48% | 8 qtrssince 2024-Q2 | Increased 55 |
ENTERGY CORP | 6.7M | $750.8M | 2.5% | $55.84 | +98.95% | 30 qtrssince 2018-Q4 | Decreased 0 |
PERMIAN RESOURCES CORP | 34.6M | $737.1M | 2.4% | $14.04 | +30.95% | 6 qtrssince 2024-Q4 | Increased 61 |
PINNACLE WEST CAPITAL | 7M | $705.3M | 2.3% | $68.07 | +45.38% | 18 qtrssince 2021-Q4 | Increased 57 |
EXXON MOBIL CORP | 4.1M | $687.6M | 2.3% | $109.63 | +38.49% | 8 qtrssince 2024-Q2 | Decreased 0 |
MICROCHIP TECHNOLOGY INC | 10.6M | $682.3M | 2.2% | $57.29 | +11.53% | 30 qtrssince 2018-Q4 | Increased 56 |
HEWLETT PACKARD ENTERPRIS COM | 28.3M | $674.6M | 2.2% | $23.19 | -6.68% | 2 qtrssince 2025-Q4 | Increased 77 |
ENTEGRIS INC | 5.5M | $641.7M | 2.1% | $83.69 | +39.87% | 5 qtrssince 2025-Q1 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 2.2M | $636.8M | 2.1% | $246.22 | +16.52% | 30 qtrssince 2018-Q4 | Increased 56 |
FREEPORT-MCMORAN INC | 9.8M | $577.8M | 1.9% | $55.51 | +5.40% | 2 qtrssince 2025-Q4 | Increased 80 |
KEURIG DR PEPPER INC | 21.9M | $575.9M | 1.9% | $30.65 | -3.52% | 10 qtrssince 2023-Q4 | Increased 51 |
BANK OF AMERICA CORP | 11.2M | $547.4M | 1.8% | $38.97 | +24.45% | 8 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $513.5M | 1.7% | $499.25 | -3.58% | 3 qtrssince 2025-Q3 | Decreased 0 |
PUBLIC STORAGE | 1.9M | $510M | 1.7% | $266.93 | +14.69% | 11 qtrssince 2023-Q3 | Increased 52 |
P G & E CORP | 28.9M | $508.6M | 1.7% | $15.92 | +18.88% | 3 qtrssince 2025-Q3 | Increased 54 |
FORTIVE CORP - W/I | 9.2M | $507.6M | 1.7% | $53.27 | +8.94% | 6 qtrssince 2024-Q4 | Increased 55 |
AXALTA COATING SYS LTD | 18.3M | $505.8M | 1.7% | $30.35 | -8.72% | 30 qtrssince 2018-Q4 | Increased 52 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $30.5B across 377 positions as of Q1 2026. Top holdings: MRK (3.1%), CVX (2.9%), GEHC (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 56 new positions, 46 exits, 113 increased. Top move: GEHC (INCREASED, conviction 84). Portfolio: $30.5B across 377 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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