Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings601 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 1.4M | $443M | 3.0% | $124.95 | +186.20% | 28 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2M | $403.8M | 2.7% | $145.96 | +83.64% | 28 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMER CORP | 6M | $328.5M | 2.2% | $31.11 | +100.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 3.4M | $319M | 2.1% | $51.84 | +67.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 2.7M | $314.7M | 2.1% | $45.79 | +190.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 12.2M | $303.8M | 2.0% | $18.45 | +40.98% | 28 qtrssince 2019-Q1 | Increased 55 |
EXXON MOBIL CORP | 2M | $241.8M | 1.6% | $113.84 | +37.66% | 2 qtrssince 2025-Q3 | Increased 58 |
GOLDMAN SACHS GROUP INC | 257,578 | $226.4M | 1.5% | $475.96 | +117.24% | 28 qtrssince 2019-Q1 | Increased 67 |
ALPHABET INC | 704,629 | $220.5M | 1.5% | $194.95 | +77.79% | 12 qtrssince 2023-Q1 | Decreased 0 |
CVS HEALTH CORP | 2.7M | $216.1M | 1.4% | $60.44 | +53.96% | 28 qtrssince 2019-Q1 | Decreased 0 |
KROGER CO | 3.4M | $209.8M | 1.4% | $45.94 | +25.64% | 28 qtrssince 2019-Q1 | Increased 53 |
COMCAST CORP NEW | 7M | $208.5M | 1.4% | $33.82 | -19.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 1.4M | $199.8M | 1.3% | $140.85 | +0.15% | 5 qtrssince 2024-Q4 | Increased 65 |
DISNEY WALT CO | 1.7M | $195.3M | 1.3% | $95.41 | +13.30% | 22 qtrssince 2020-Q3 | Increased 49 |
VERIZON COMMUNICATIONS INC | 4.3M | $175.5M | 1.2% | $34.81 | +43.92% | 10 qtrssince 2023-Q3 | Increased 50 |
DOLLAR GEN CORP | 1.3M | $166.5M | 1.1% | $84.90 | +44.75% | 7 qtrssince 2024-Q2 | Decreased 0 |
FEDEX CORP | 553,129 | $159.8M | 1.1% | $253.43 | +30.56% | 24 qtrssince 2020-Q1 | Increased 71 |
MORGAN STANLEY | 877,171 | $155.7M | 1.0% | $76.70 | +180.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 1.6M | $152.2M | 1.0% | $83.15 | +9.72% | 27 qtrssince 2019-Q2 | Increased 50 |
GLOBAL PMTS INC | 1.9M | $146.2M | 1.0% | $100.58 | -8.71% | 17 qtrssince 2021-Q4 | Increased 49 |
Brandywine Global Investment Management, LLC manages $14.9B across 601 positions as of Q4 2025. Top holdings: JPM (3.0%), JNJ (2.7%), BAC (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 70 new positions, 67 exits, 147 increased. Top move: FDX (INCREASED, conviction 71). Portfolio: $14.9B across 601 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR