Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings825 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4M | $470.8M | 3.5% | $83.49 | +18.01% | 3 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 5M | $347M | 2.5% | $48.26 | +12.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 11.6M | $337.4M | 2.5% | $23.45 | +7.40% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.6M | $331.6M | 2.4% | $115.66 | -6.73% | 3 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 2.5M | $293.9M | 2.2% | $90.63 | -1.80% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.3M | $293.6M | 2.2% | $45.30 | +16.09% | 3 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 3.8M | $268.7M | 2.0% | $58.33 | -8.97% | 3 qtrssince 2019-Q1 | Increased 50 |
INTEL CORP | 4.4M | $228.2M | 1.7% | $46.51 | -4.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3.7M | $224.4M | 1.6% | $40.06 | +3.98% | 3 qtrssince 2019-Q1 | Increased 50 |
WELLS FARGO & CO | 4.4M | $221.8M | 1.6% | $39.51 | +6.59% | 3 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 5.6M | $201.6M | 1.5% | $28.06 | -13.85% | 3 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 4.9M | $185.6M | 1.4% | $14.44 | +24.38% | 3 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.4M | $185.1M | 1.4% | $48.47 | +1.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 4M | $179.5M | 1.3% | $31.43 | +11.82% | 3 qtrssince 2019-Q1 | Increased 49 |
BP PLC-SPONS ADR | 4.7M | $179.2M | 1.3% | $30.08 | -9.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MOTORS CO | 4.5M | $167.2M | 1.2% | $34.27 | +2.98% | 3 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 6.3M | $166.7M | 1.2% | $9.55 | -0.84% | 3 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.9M | $160.3M | 1.2% | $64.40 | +0.91% | 3 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 741,381 | $154.2M | 1.1% | $200.89 | +3.27% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 646,875 | $125.2M | 0.9% | $153.38 | +4.25% | 3 qtrssince 2019-Q1 | Decreased 0 |
Brandywine Global Investment Management, LLC manages $13.6B across 825 positions as of Q3 2019. Top holdings: JPM (3.5%), C (2.5%), BAC (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 81 new positions, 77 exits, 185 increased. Top move: XOM (INCREASED, conviction 50). Portfolio: $13.6B across 825 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