BH
	Barrow, Hanley, Mewhinney & Strauss 13F
	Barrow, Hanley, Mewhinney & Strauss

	Last update 2025-05-14	318 Stocks (38 new)
	Value $27.55 Bil	Turnover 12 %
	Countries: Top Holdings: ETR(3.02%)MRK(2.54%)KDP(2.49%)CCL(2.48%)FIS(2.42%) SEC Filings Portfolio Report

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 Portfolio and Latest Trades

Ticker
Ticker
ENB
LAD
VRT
CMCSA
LEN
EG
ENTG
ARMK
ELV
WAL
UNH
FTV
J
LVS
PSX
MRK
APD
USB
CIEN
MTB
MCHP
PRKS
XOM
AER
SLM
AXS
ETR
HES
PM
CUBE
FUN
ELAN
MDT
DFS Unlock Delisted
NICE
ECG
AVGO
TMUS
ALB
CACI
MDU
CMCO
CRH
SBAC
CTSH
KDP
PNW
QCOM
SNN
AIG
BAC
FIS
GBX
JCI
KN
PLD
EIX
ACM
APTV
AXTA
CCL
EA
KNF
MAA
PR
WYNN
DNUT
PSA
VICI
XEL
AXP
SNY
TFIN
WFC
GOOGL
BNS
JBHT
WTW
ATHM
EPAC
NEM
ORCL
WSC
CNK
EXTR
HAL
JD
SXI
WMG
MODV
ALL
AVTR
DAR
DD
ESI
JEF
JPM
WCC
GOOG
BWXT

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
ENB	Enbridge Inc	2025-03-31	Reduce Reduce	-1.99%	● 41.54 ($43.52) 45.45	$45.08	3.58%	Reduce -76.41%	4,253,061	-13,778,577
LAD	Lithia Motors Inc	2025-03-31	Reduce Reduce	-1.96%	● 285.59 ($340.53) 385.71	$329.77	-3.16%	Reduce -99.99%	135	-1,607,998
VRT	Vertiv Holdings Co	2025-03-31	New Buy New Buy	+1.42%	● 72.2 ($106.44) 153.49	$123.80	16.31%	New holding	5,434,741	5,434,741
CMCSA	Comcast Corp	2025-03-31	Reduce Reduce	-1.34%	● 33.19 ($36.08) 38.23	$35.21	-2.41%	Reduce -58.61%	7,423,452	-10,513,549
LEN	Lennar Corp	2025-03-31	New Buy New Buy	+1.19%	● 113.93 ($123.84) 137.82	$109.81	-11.33%	New holding	2,856,426	2,856,426
EG	Everest Group Ltd	2025-03-31	New Buy New Buy	+1.16%	● 331.58 ($353.38) 373	$339.41	-3.95%	New holding	881,483	881,483
ENTG	Entegris Inc	2025-03-31	New Buy New Buy	+0.97%	● 87.48 ($100.87) 109.53	$83.65	-17.07%	New holding	3,067,962	3,067,962
ARMK	Aramark	2025-03-31	Reduce Reduce	-0.89%	● 34.13 ($36.84) 39.63	$41.90	13.74%	Reduce -97.06%	212,955	-7,035,031
ELV	Elevance Health Inc	2025-03-31	Add Add	+0.77%	● 365.83 ($401.43) 436.25	$373.18	-7.04%	Add 62.29%	1,270,594	487,672
WAL	Western Alliance Bancorp	2025-03-31	Add Add	+0.72%	● 72.65 ($84) 94	$77.68	-7.52%	Add 141.68%	4,385,837	2,571,092
UNH	UnitedHealth Group Inc	2025-03-31	Add Add	+0.59%	● 461.52 ($511.2) 548.18	$302.62	-40.80%	Add 43.32%	1,027,093	310,446
FTV	Fortive Corp	2025-03-31	Add Add	+0.56%	● 71.82 ($77.92) 82.98	$71.22	-8.60%	Add 115.46%	3,929,767	2,105,847
J	Jacobs Solutions Inc	2025-03-31	Reduce Reduce	-0.56%	● 119.26 ($130.03) 141.64	$129.56	-0.36%	Reduce -49.16%	1,259,727	-1,218,128
LVS	Las Vegas Sands Corp	2025-03-31	Reduce Reduce	-0.56%	● 38.18 ($44.17) 50.93	$43.62	-1.25%	Reduce -34.16%	6,177,370	-3,204,897
PSX	Phillips 66	2025-03-31	Add Add	+0.52%	● 113.93 ($123.24) 131.55	$120.17	-2.49%	Add 57.48%	3,196,186	1,166,624
MRK	Merck & Co Inc	2025-03-31	Add Add	+0.49%	● 83.01 ($93.37) 101.02	$78.83	-15.57%	Add 23.95%	7,791,098	1,505,193
APD	Air Products & Chemicals Inc	2025-03-31	Reduce Reduce	-0.45%	● 283.24 ($308.4) 338.07	$283.00	-8.24%	Reduce -17.42%	2,178,661	-459,596
USB	U.S. Bancorp	2025-03-31	Sold Out Sold Out	-0.44%	● 40.92 ($46.14) 50.9	$45.62	-1.13%	Sold Out	0	-2,701,560
CIEN	Ciena Corp	2025-03-31	Reduce Reduce	-0.42%	● 60.43 ($79.05) 98.18	$81.51	3.11%	Reduce -27.52%	3,795,911	-1,441,009
MTB	M&T Bank Corp	2025-03-31	Reduce Reduce	-0.41%	● 170.47 ($189.66) 201.98	$193.49	2.02%	Reduce -48.58%	672,168	-635,158
MCHP	Microchip Technology Inc	2025-03-31	Add Add	+0.41%	● 48.41 ($55.72) 64.3	$70.78	27.03%	Add 43.47%	7,668,654	2,323,558
PRKS	United Parks & Resorts Inc	2025-03-31	Reduce Reduce	-0.40%	● 45.46 ($51.65) 58.42	$46.48	-10.01%	Reduce -45.57%	2,475,717	-2,072,686
XOM	Exxon Mobil Corp	2025-03-31	Add Add	+0.39%	● 105.44 ($110.59) 118.93	$109.99	-0.54%	Add 22.84%	4,842,697	900,461
AER	AerCap Holdings NV	2025-03-31	Reduce Reduce	-0.38%	● 94.11 ($98.97) 105.78	$115.73	16.93%	Reduce -93.7%	78,628	-1,169,190
SLM	SLM Corp	2025-03-31	Add Add	+0.38%	● 26.95 ($29.25) 32.54	$32.95	12.65%	Add 70.48%	8,681,080	3,588,901
AXS	Axis Capital Holdings Ltd	2025-03-31	Reduce Reduce	-0.37%	● 85.54 ($92.32) 100.24	$102.81	11.36%	Reduce -93.68%	84,237	-1,249,340
ETR	Entergy Corp	2025-03-31	Reduce Reduce	-0.34%	● 75.26 ($82.35) 87.89	$81.86	-0.60%	Reduce -11.83%	9,735,578	-1,306,581
HES	Hess Corp	2025-03-31	Reduce Reduce	-0.34%	● 135.42 ($147.03) 160.52	$140.12	-4.70%	Reduce -22.85%	2,573,065	-761,922
PM	Philip Morris International Inc	2025-03-31	Reduce Reduce	-0.34%	● 117.15 ($141.65) 158.79	$180.66	27.54%	Reduce -22.19%	2,888,652	-823,643
CUBE	CubeSmart	2025-03-31	Reduce Reduce	-0.33%	● 40.23 ($41.78) 43.23	$42.28	1.20%	Reduce -87.73%	316,034	-2,258,695
FUN	Six Flags Entertainment Corp	2025-03-31	Reduce Reduce	-0.31%	● 34.5 ($42.55) 49.01	$30.64	-27.99%	Reduce -99.98%	343	-1,893,224
ELAN	Elanco Animal Health Inc	2025-03-31	New Buy New Buy	+0.29%	● 10.04 ($11.31) 12.47	$14.30	26.44%	New holding	7,564,271	7,564,271
MDT	Medtronic PLC	2025-03-31	Add Add	+0.29%	● 79.84 ($89.48) 94.5	$86.18	-3.69%	Add 25.07%	4,415,471	884,964
DFS Unlock Delisted	Discover Financial Services	2025-03-31	New Buy New Buy	+0.25%	● 152.99 ($182.9) 203.25	$200.05	9.38%	New holding	400,957	400,957
NICE	NICE Ltd	2025-03-31	Add Add	+0.23%	● 139.18 ($159.98) 178.5	$165.69	3.57%	Add 22.56%	2,264,416	416,746
ECG	Everus Construction Group Inc	2025-03-31	Add Add	+0.21%	● 34.97 ($53.82) 76.76	$61.95	15.11%	Add 107.98%	2,962,437	1,538,022
AVGO	Broadcom Inc	2025-03-31	Sold Out Sold Out	-0.20%	● 167.43 ($211.65) 244.7	$270.17	27.65%	Sold Out	0	-250,810
TMUS	T-Mobile US Inc	2025-03-31	Sold Out Sold Out	-0.20%	● 211.3 ($246.5) 272.83	$231.42	-6.12%	Sold Out	0	-265,335
ALB	Albemarle Corp	2025-03-31	Sold Out Sold Out	-0.19%	● 69.95 ($81.38) 97.49	$63.75	-21.66%	Sold Out	0	-663,917
CACI	CACI International Inc	2025-03-31	Add Add	+0.17%	● 327 ($382.67) 465.18	$465.37	21.61%	Add 46.08%	403,817	127,384
MDU	MDU Resources Group Inc	2025-03-31	Add Add	+0.17%	● 16.45 ($17.26) 18.61	$16.37	-5.16%	Add 50.05%	8,539,073	2,848,358
CMCO	Columbus McKinnon Corp	2025-03-31	Reduce Reduce	-0.16%	● 15.95 ($25.98) 37.61	$15.15	-41.69%	Reduce -78.33%	335,501	-1,212,457
CRH	CRH PLC	2025-03-31	Reduce Reduce	-0.15%	● 87.97 ($98.34) 110.51	$89.07	-9.43%	Reduce -9.45%	4,465,479	-466,057
SBAC	SBA Communications Corp	2025-03-31	Add Add	+0.15%	● 192.76 ($209.35) 224.91	$230.70	10.20%	Add 17.57%	1,294,136	193,412
CTSH	Cognizant Technology Solutions Corp	2025-03-31	Reduce Reduce	-0.13%	● 75.32 ($81.41) 90.7	$77.59	-4.69%	Reduce -10.72%	4,096,577	-492,108
KDP	Keurig Dr Pepper Inc	2025-03-31	Reduce Reduce	-0.13%	● 30.38 ($32.49) 34.94	$33.04	1.69%	Reduce -5.67%	20,016,672	-1,203,099
PNW	Pinnacle West Capital Corp	2025-03-31	Reduce Reduce	-0.12%	● 81.76 ($89.27) 95.25	$88.97	-0.34%	Reduce -5.9%	6,460,090	-404,903
QCOM	Qualcomm Inc	2025-03-31	Reduce Reduce	-0.12%	● 151.94 ($163) 175.86	$158.19	-2.95%	Reduce -5.98%	3,614,744	-229,753
SNN	Smith & Nephew PLC	2025-03-31	Reduce Reduce	-0.11%	● 23.89 ($26.72) 30.34	$30.21	13.06%	Reduce -59.36%	855,233	-1,249,272
AIG	American International Group Inc	2025-03-31	Reduce Reduce	-0.10%	● 70.5 ($77.72) 86.94	$84.97	9.33%	Reduce -5.82%	6,685,746	-412,805
BAC	Bank of America Corp	2025-03-31	Reduce Reduce	-0.10%	● 39.61 ($44.56) 47.74	$47.46	6.51%	Reduce -5.48%	11,260,286	-653,299
FIS	Fidelity National Information Services Inc Fidelity National Information Services Inc	2025-03-31	Reduce Reduce	-0.10%	● 68.12 ($75.19) 83.42	$80.00	6.40%	Reduce -3.85%	8,921,138	-356,939
GBX	Greenbrier Companies Inc	2025-03-31	Reduce Reduce	-0.10%	● 51.22 ($59.75) 70.7	$46.25	-22.59%	Reduce -33.64%	975,000	-494,306
JCI	Johnson Controls International PLC	2025-03-31	Reduce Reduce	-0.10%	● 76.12 ($82.22) 90.6	$104.44	27.03%	Reduce -5.42%	6,742,250	-386,256
KN	Knowles Corp	2025-03-31	Add Add	+0.10%	● 15.2 ($17.9) 20.58	$17.91	0.06%	Add 124.78%	3,247,915	1,802,973
PLD	Prologis Inc	2025-03-31	Add Add	+0.10%	● 103.59 ($115.69) 124.04	$104.39	-9.77%	Add 6.46%	4,024,170	244,340
EIX	Edison International	2025-03-31	Sold Out Sold Out	-0.10%	● 50.06 ($57.47) 80.01	$50.81	-11.59%	Sold Out	0	-358,176
ACM	AECOM	2025-03-31	Reduce Reduce	-0.09%	● 92.54 ($101.44) 111.05	$112.21	10.62%	Reduce -10.88%	1,965,674	-240,081
APTV	Aptiv PLC	2025-03-31	Reduce Reduce	-0.09%	● 59.35 ($63.38) 67.62	$67.94	7.19%	Reduce -5.9%	6,905,913	-432,964
AXTA	Axalta Coating Systems Ltd	2025-03-31	Reduce Reduce	-0.09%	● 32.86 ($35.53) 38.05	$29.90	-15.85%	Reduce -5.47%	13,538,339	-783,315
CCL	Carnival Corp	2025-03-31	Reduce Reduce	-0.09%	● 19.08 ($23.78) 28.49	$26.17	10.05%	Reduce -2.92%	35,044,880	-1,054,018
EA	Electronic Arts Inc	2025-03-31	Reduce Reduce	-0.09%	● 116.53 ($135.03) 146.29	$157.73	16.81%	Reduce -9.46%	1,794,730	-187,530
KNF	Knife River Holding Co	2025-03-31	Reduce Reduce	-0.09%	● 87.45 ($97.42) 107.31	$81.51	-16.33%	Reduce -15.78%	1,422,826	-266,530
MAA	Mid-America Apartment Communities Inc Mid-America Apartment Communities Inc	2025-03-31	Add Add	+0.09%	● 146.9 ($158.27) 170.92	$147.46	-6.83%	Add 8.91%	1,742,875	142,579
PR	Permian Resources Corp	2025-03-31	Reduce Reduce	-0.09%	● 12.33 ($14.32) 16	$13.92	-2.79%	Reduce -6.06%	28,201,012	-1,818,193
WYNN	Wynn Resorts Ltd	2025-03-31	Add Add	+0.09%	● 77 ($85.28) 93.47	$92.64	8.63%	Add 9.27%	3,415,460	289,792
DNUT	Krispy Kreme Inc	2025-03-31	Add Add	+0.07%	● 4.92 ($7.64) 9.82	$2.67	-65.05%	Add 350.88%	4,808,797	3,742,257
PSA	Public Storage	2025-03-31	Add Add	+0.07%	● 288.99 ($299.06) 313.98	$288.57	-3.51%	Add 3.9%	1,773,175	66,543
VICI	VICI Properties Inc	2025-03-31	Reduce Reduce	-0.07%	● 28.21 ($30.81) 32.68	$32.19	4.48%	Reduce -5.44%	11,885,746	-683,573
XEL	Xcel Energy Inc	2025-03-31	Reduce Reduce	-0.07%	● 63.37 ($68.08) 72.1	$67.75	-0.48%	Reduce -4.95%	6,248,535	-325,359
AXP	American Express Co	2025-03-31	Reduce Reduce	-0.06%	● 255.39 ($295.58) 325.87	$311.42	5.36%	Reduce -5.03%	1,107,672	-58,607
SNY	Sanofi SA	2025-03-31	Reduce Reduce	-0.06%	● 48.15 ($54.13) 59.42	$48.37	-10.64%	Reduce -4.52%	7,349,445	-347,844
TFIN	Triumph Financial Inc	2025-03-31	Reduce Reduce	-0.06%	● 57.8 ($72.89) 91.97	$56.95	-21.87%	Reduce -22.02%	656,967	-185,500
WFC	Wells Fargo & Co	2025-03-31	Reduce Reduce	-0.06%	● 66.78 ($75.08) 81.42	$79.96	6.50%	Reduce -4.79%	4,842,109	-243,871
GOOGL	Alphabet Inc	2025-03-31	Reduce Reduce	-0.05%	● 154.33 ($181.36) 206.38	$173.54	-4.31%	Reduce -7.55%	885,183	-72,300
BNS	Bank of Nova Scotia	2025-03-31	Reduce Reduce	-0.05%	● 47.21 ($50.18) 53.7	$55.10	9.80%	Reduce -6.92%	3,600,249	-267,740
JBHT	JB Hunt Transport Services Inc	2025-03-31	Reduce Reduce	-0.05%	● 146.12 ($164.62) 186.55	$143.28	-12.96%	Reduce -5.38%	1,549,310	-88,026
WTW	Willis Towers Watson PLC	2025-03-31	Reduce Reduce	-0.05%	● 306.61 ($325.92) 340.88	$301.81	-7.40%	Reduce -4.44%	1,022,339	-47,532
ATHM	Autohome Inc	2025-03-31	Reduce Reduce	-0.04%	● 25.21 ($28.4) 31.07	$25.83	-9.05%	Reduce -47.22%	562,924	-503,569
EPAC	Enerpac Tool Group Corp	2025-03-31	Reduce Reduce	-0.04%	● 40.26 ($44.36) 47.26	$44.14	-0.50%	Reduce -11.93%	1,945,608	-263,568
NEM	Newmont Corp	2025-03-31	Reduce Reduce	-0.04%	● 37.79 ($43.9) 48.39	$59.19	34.83%	Reduce -6.95%	4,068,521	-303,942
ORCL	Oracle Corp	2025-03-31	Add Add	+0.04%	● 139.81 ($162.81) 186.47	$212.82	30.72%	Add 3.59%	2,149,340	74,490
WSC	WillScot Holdings Corp	2025-03-31	Add Add	+0.04%	● 27.8 ($34) 39.18	$27.95	-17.79%	Add 18.29%	2,235,227	345,631
CNK	Cinemark Holdings Inc	2025-03-31	Add Add	+0.03%	● 23.74 ($27.84) 33.06	$30.43	9.30%	Add 38749.38%	310,795	309,995
EXTR	Extreme Networks Inc	2025-03-31	Add Add	+0.03%	● 13.23 ($15.66) 17.49	$17.97	14.75%	Add 24.89%	2,842,630	566,439
HAL	Halliburton Co	2025-03-31	Add Add	+0.03%	● 24.15 ($26.29) 29.9	$20.64	-21.49%	Add 2.35%	16,471,659	377,979
JD	JD.com Inc	2025-03-31	Reduce Reduce	-0.03%	● 33.1 ($40.14) 45.21	$33.26	-17.14%	Reduce -6.99%	3,017,504	-226,856
SXI	Standex International Corp	2025-03-31	Add Add	+0.03%	● 160.36 ($183.34) 196.08	$157.11	-14.31%	Add 24.47%	298,084	58,609
WMG	Warner Music Group Corp	2025-03-31	Add Add	+0.03%	● 29.3 ($32.48) 36.3	$26.60	-18.10%	Add 3.74%	8,216,255	295,913
MODV	ModivCare Inc	2025-03-31	Sold Out Sold Out	-0.03%	● 1.32 ($4.84) 12.57	$3.52	-27.27%	Sold Out	0	-650,936
ALL	Allstate Corp	2025-03-31	Reduce Reduce	-0.02%	● 180.99 ($194.74) 210.18	$194.15	-0.30%	Reduce -3.57%	693,817	-25,694
AVTR	Avantor Inc	2025-03-31	Reduce Reduce	-0.02%	● 15.5 ($18.94) 22.57	$13.74	-27.46%	Reduce -0.88%	30,257,993	-270,099
DAR	Darling Ingredients Inc	2025-03-31	Reduce Reduce	-0.02%	● 28.51 ($34.97) 41.85	$38.31	9.55%	Reduce -3.95%	4,219,675	-173,478
DD	DuPont de Nemours Inc	2025-03-31	Reduce Reduce	-0.02%	● 72.7 ($77.74) 84.32	$69.28	-10.88%	Reduce -20.41%	238,096	-61,050
ESI	Element Solutions Inc	2025-03-31	Reduce Reduce	-0.02%	● 22.61 ($25.56) 27.55	$22.96	-10.17%	Reduce -3.77%	4,815,504	-188,888
JEF	Jefferies Financial Group Inc	2025-03-31	Reduce Reduce	-0.02%	● 52.22 ($67.88) 81.31	$56.09	-17.37%	Reduce -3.6%	1,974,292	-73,717
JPM	JPMorgan Chase & Co	2025-03-31	Reduce Reduce	-0.02%	● 225.19 ($254.94) 279.95	$288.75	13.26%	Reduce -14.02%	134,273	-21,886
WCC	WESCO International Inc	2025-03-31	New Buy New Buy	+0.02%	● 155.3 ($178.9) 199.95	$186.10	4.02%	New holding	30,283	30,283
GOOG	Alphabet Inc	2025-03-31	Reduce Reduce	-0.01%	● 156.06 ($183.12) 207.71	$174.43	-4.75%	Reduce -2.18%	909,947	-20,313
BWXT	BWX Technologies Inc	2025-03-31	Reduce Reduce	-0.01%	● 96.59 ($108.51) 128.46	$141.87	30.74%	Reduce -1.73%	1,117,301	-19,648

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