BH
| |
Barrow, Hanley, Mewhinney & Strauss13F | |
| Barrow, Hanley, Mewhinney & Strauss | |
| Last update 2025-05-14 | 318 Stocks (38 new) |
| Value $27.55 Bil | Turnover 12 % |
Barrow, Hanley, Mewhinney & Strauss Profile
Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.
Barrow, Hanley, Mewhinney & Strauss Investing Philosophy
Barrow, Hanley, Mewhinney & Strauss' equity portfolios will always exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.
Barrow, Hanley, Mewhinney & Strauss's Portfolio
Barrow, Hanley, Mewhinney & Strauss Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
CNK | Cinemark Holdings Inc | 310,795 | 7,735.7 | +38,749.38% | 0.030 | +0.03% | 0.270 | +22.95% | -2.28% | 3,461.8 | Media - Diversified | |
VRT | Vertiv Holdings Co | 5,434,741 | 392,388.3 | New Holding | 1.420 | +1.42% | 1.430 | +62.86% | +7.94% | 46,700.6 | Industrial Products | |
LEN | Lennar Corp | 2,856,426 | 327,860.6 | New Holding | 1.190 | +1.19% | 1.080 | +1.33% | -7.74% | 30,301.5 | Homebuilding & Construction | |
EG | Everest Group Ltd | 881,483 | 320,269.2 | New Holding | 1.160 | +1.16% | 2.070 | -6.17% | -4.88% | 14,498.8 | Insurance | |
ENTG | Entegris Inc | 3,067,962 | 268,385.3 | New Holding | 0.970 | +0.97% | 2.030 | -4.38% | -16.71% | 12,462.6 | Semiconductors | |
ELAN | Elanco Animal Health Inc | 7,564,271 | 79,424.9 | New Holding | 0.290 | +0.29% | 1.520 | +39.42% | +19.16% | 7,166.6 | Drug Manufacturers | |
DFS | Discover Financial Services | 400,957 | 68,443.4 | New Holding | 0.250 | +0.25% | 0.160 | +2.43% | +15.88% | 50,343.3 | Credit Services | |
WCC | WESCO International Inc | 30,283 | 4,702.9 | New Holding | 0.020 | +0.02% | 0.060 | +21.28% | +5.13% | 9,234.6 | Industrial Distribution | |
VAC | Marriott Vacations Worldwide Corp | 61,831 | 3,972.0 | New Holding | 0.010 | +0.01% | 0.180 | +22.55% | -13.14% | 2,632.6 | Travel & Leisure | |
AEO | American Eagle Outfitters Inc | 895 | 10.4 | New Holding | 0.000 | 0% | 0.000 | -15.56% | -37.68% | 1,765.6 | Retail - Cyclical | |
FOLD | Amicus Therapeutics Inc | 166 | 1.4 | New Holding | 0.000 | 0% | 0.000 | -26.54% | -38.00% | 1,798.3 | Biotechnology | |
AMPH | Amphastar Pharmaceuticals Inc | 20 | 0.6 | New Holding | 0.000 | 0% | 0.000 | -17.50% | -37.14% | 1,100.2 | Drug Manufacturers | |
AMBP | Ardagh Metal Packaging SA | 2,901 | 8.8 | New Holding | 0.000 | 0% | 0.000 | +47.31% | +54.86% | 2,611.9 | Packaging & Containers | |
ATKR | Atkore Inc | 154 | 9.2 | New Holding | 0.000 | 0% | 0.000 | +23.36% | -10.88% | 2,479.8 | Industrial Products | |
BCO | The Brink's Co | 167 | 14.4 | New Holding | 0.000 | 0% | 0.000 | +4.82% | +0.63% | 3,899.3 | Business Services | |
CMPR | Cimpress PLC | 12 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +6.76% | -31.92% | 1,214.8 | Business Services | |
CNR | Core Natural Resources Inc | 37 | 2.9 | New Holding | 0.000 | 0% | 0.000 | -16.12% | -38.65% | 3,437.1 | Other Energy Sources | |
CWK | Cushman & Wakefield PLC | 227 | 2.3 | New Holding | 0.000 | 0% | 0.000 | +12.11% | -12.92% | 2,636.4 | Real Estate | |
EVH | Evolent Health Inc | 56 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +20.14% | +3.38% | 1,365.4 | Healthcare Providers & Services | |
FLR | Fluor Corp | 337 | 12.1 | New Holding | 0.000 | 0% | 0.000 | +38.40% | +2.01% | 8,284.3 | Construction |
Total 363
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