Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings814 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 3.2M | $456M | 3.2% | $83.49 | +40.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3M | $441M | 3.1% | $116.73 | +5.13% | 4 qtrssince 2019-Q1 | Increased 67 |
BANK OF AMERICA CORP | 12M | $429.2M | 3.0% | $23.73 | +27.87% | 4 qtrssince 2019-Q1 | Increased 60 |
CITIGROUP INC | 4.6M | $376.2M | 2.6% | $48.26 | +31.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 2.4M | $297M | 2.1% | $90.63 | +0.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 4.4M | $266.5M | 1.9% | $46.51 | +13.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 3.6M | $255.6M | 1.8% | $58.33 | -10.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3.8M | $230.9M | 1.6% | $40.10 | +6.53% | 4 qtrssince 2019-Q1 | Increased 49 |
WELLS FARGO & CO | 4.3M | $228.6M | 1.6% | $39.51 | +14.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 2.3M | $207.8M | 1.5% | $65.56 | +9.57% | 4 qtrssince 2019-Q1 | Increased 57 |
CANADIAN NATURAL RESOURCES | 6.3M | $205.3M | 1.4% | $9.58 | +20.51% | 4 qtrssince 2019-Q1 | Increased 49 |
COMCAST CORP-CLASS A | 4M | $182.6M | 1.3% | $31.47 | +13.12% | 4 qtrssince 2019-Q1 | Increased 48 |
PFIZER INC | 4.5M | $175.6M | 1.2% | $28.06 | -5.15% | 4 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 4.5M | $173.7M | 1.2% | $14.44 | +32.06% | 4 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.2M | $172.1M | 1.2% | $48.47 | -0.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
BP PLC-SPONS ADR | 4.4M | $169.3M | 1.2% | $30.08 | -9.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MOTORS CO | 4.3M | $160.6M | 1.1% | $34.27 | +1.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 698,881 | $159.6M | 1.1% | $200.89 | +12.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 642,939 | $154.4M | 1.1% | $153.38 | +29.33% | 4 qtrssince 2019-Q1 | Decreased 0 |
CONOCOPHILLIPS | 2.1M | $134.8M | 0.9% | $52.66 | -1.48% | 4 qtrssince 2019-Q1 | Decreased 0 |
Brandywine Global Investment Management, LLC manages $14.2B across 814 positions as of Q4 2019. Top holdings: JPM (3.2%), JNJ (3.1%), BAC (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 85 new positions, 96 exits, 266 increased. Top move: JNJ (INCREASED, conviction 67). Portfolio: $14.2B across 814 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