Data as of Q4 2025 (Dec 31, 2025)

Brandywine Global Investment Management, LLC

•CIK: 829108•Filing: Q4 2025

Brandywine Global Investment Management, LLC, led by the renowned Bruce Clarke, manages $14.9 billion with a focus on concentrated, high-conviction bets, currently holding 601 positions. Notably, the fund has recently made significant additions to MRK and MIDD, up 1208% and 912% respectively, while exiting ABBV and DE, reflecting its dynamic and opportunistic investment strategy.

Total AUM
$14.7B
QoQ Performance
+2.2%
Positions
591
Top 10 Concentration
23.5%
Latest Filing
Q4 2025

Top Holdings Allocation

JPM3.0%
JNJ2.7%
BAC2.2%
WFC2.2%
TRVC2.1%
T2.1%
XOM1.6%
GS1.5%

📈 Biggest Buys

MRK
MERCK & CO INC
+943.3%
0.6% of portfolio
GS
GOLDMAN SACHS GROUP INC
+49.0%
1.5% of portfolio
FDX
FEDEX CORP
+69.0%
1.1% of portfolio
PEP
PEPSICO INC
+42.4%
1.4% of portfolio
—
SMURFIT WESTROCK PLC
NEW
0.4% of portfolio

📉 Biggest Sells

GM
GENERAL MTRS CO
-51.2%
0.8% of portfolio
CSCO
CISCO SYS INC
-63.2%
0.4% of portfolio
CMCSA
COMCAST CORP NEW
-17.0%
1.4% of portfolio
AER
AERCAP HOLDINGS NV
-24.9%
0.9% of portfolio
CVS
CVS HEALTH CORP
-13.2%
1.5% of portfolio

Sector Breakdown

Other50.8%
Financial12.3%
Healthcare10.7%
Communication6.2%
Technology5.6%
Consumer Staples4.2%
Industrial3.9%
Energy3.7%

🚪 Exited Positionssold since Q3 2025

ABBV
ABBVIE INC
SOLD
$115.0M
DE
DEERE & CO
SOLD
$99.1M
FMC
FMC CORP
SOLD
$76.7M
MU
MICRON TECHNOLOGY INC
SOLD
$53.5M
CRH
CRH PLC
SOLD
$53.3M
+394 more exited positions

Changes from Q3 2025

NEW9 new positions
↑73 increased
↓118 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

JPM3.0%
JPMORGAN CHASE & CO.
$443.0M
JNJ2.7%
JOHNSON & JOHNSON
$403.8M
BAC2.2%
BANK AMERICA CORP
$328.5M
WFC2.2%
WELLS FARGO CO NEW
$319.0M
TRVC2.1%
CITIGROUP INC
$314.7M

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