Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings557 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 1.8M | $432.6M | 3.1% | $103.93 | +124.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 6.7M | $294.5M | 2.1% | $31.11 | +37.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 4.1M | $287.8M | 2.1% | $44.75 | +50.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.9M | $269.2M | 2.0% | $144.01 | -3.42% | 24 qtrssince 2019-Q1 | Increased 54 |
COMCAST CORP-CLASS A | 6.3M | $237.2M | 1.7% | $34.26 | -2.57% | 24 qtrssince 2019-Q1 | Increased 62 |
AT&T INC | 10.4M | $236.5M | 1.7% | $16.19 | +32.12% | 24 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MOTORS CO | 4.4M | $234.8M | 1.7% | $37.62 | +41.18% | 24 qtrssince 2019-Q1 | Increased 49 |
WELLS FARGO & CO | 3.1M | $218.3M | 1.6% | $46.76 | +44.65% | 24 qtrssince 2019-Q1 | Increased 48 |
CHEVRON CORP | 1.5M | $210.6M | 1.5% | $137.70 | -1.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
KROGER CO | 3.1M | $190.1M | 1.4% | $42.94 | +37.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.1M | $190.1M | 1.4% | $131.40 | +27.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 857,640 | $188.5M | 1.4% | $147.02 | +42.85% | 15 qtrssince 2021-Q2 | Decreased 0 |
CATERPILLAR INC | 507,817 | $184.2M | 1.3% | $272.83 | +30.19% | 24 qtrssince 2019-Q1 | Increased 53 |
DELTA AIR LINES INC | 2.8M | $170.2M | 1.2% | $39.16 | +53.20% | 12 qtrssince 2022-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 329,672 | $160.2M | 1.2% | $432.78 | +8.49% | 8 qtrssince 2023-Q1 | Increased 48 |
DEERE AND CO | 373,567 | $158.3M | 1.1% | $391.93 | +6.48% | 8 qtrssince 2023-Q1 | Increased 52 |
GLOBAL PAYMENTS INC | 1.3M | $148.5M | 1.1% | $109.47 | +0.05% | 13 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 497,579 | $147.7M | 1.1% | $185.40 | +81.35% | 14 qtrssince 2021-Q3 | Increased 58 |
CISCO SYSTEMS INC | 2.4M | $139.9M | 1.0% | $43.06 | +33.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
FEDEX CORP | 486,388 | $136.8M | 1.0% | $224.69 | +21.97% | 20 qtrssince 2020-Q1 | Increased 46 |
Brandywine Global Investment Management, LLC manages $13.8B across 557 positions as of Q4 2024. Top holdings: JPM (3.1%), BAC (2.1%), C (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 69 new positions, 181 exits, 126 increased. Top move: CMCSA (INCREASED, conviction 62). Portfolio: $13.8B across 557 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