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Showing Q2 2025 data
ClearBridge Investments Ltd's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
ClearBridge Investments Ltd
•CIK: 1499094•Filing: Q2 2025
ClearBridge Investments Ltd manages $4.6B in assets across 25 positions, with a focus on strategic equity investments. The fund's top holdings include EMA at $423.9M, ETR at $387.4M, and NEE at $362.3M, totaling $1.17B or 25.4% of total AUM. Notable utility and energy sector allocations include TRP at $317.4M and CEG at $260.3M, while transportation and industrials are represented by UNP at $194.0M and CNR at $184.1M. The fund's largest positions account for 63.5% of total AUM, with the top 10 holdings totaling $3.06B.
Total AUM
$4.6B
QoQ Performance
+18.4%
Positions
25
Top 10 Concentration
62.0%
Latest Filing
Q2 2025
Top Holdings Allocation
EMA
ETR
NEE
TRP
CEG
OGE
WEC
EMA9.3%
ETR8.5%
NEE7.9%
TRP7.0%
CEG5.7%
OGE5.5%
WEC5.4%
PPL4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.0%
Utilities11.8%
Industrial4.3%
Changes from Q1 2025
NEW2 new positions
↑17 increased
↓6 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023