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 | +0.21% | -5.89% | 3,334.2 | Media - Diversified | |
VRT | Vertiv Holdings Co | 5,434,741 | 392,388.3 | New Holding | 1.420 | +1.42% | 1.430 | +56.07% | +15.28% | 49,875.2 | Industrial Products | |
LEN | Lennar Corp | 2,856,426 | 327,860.6 | New Holding | 1.190 | +1.19% | 1.080 | +4.38% | -8.93% | 29,251.6 | Homebuilding & Construction | |
EG | Everest Group Ltd | 881,483 | 320,269.2 | New Holding | 1.160 | +1.16% | 2.070 | -6.01% | -7.38% | 14,116.9 | Insurance | |
ENTG | Entegris Inc | 3,067,962 | 268,385.3 | New Holding | 0.970 | +0.97% | 2.030 | +14.46% | -7.80% | 13,795.6 | Semiconductors | |
ELAN | Elanco Animal Health Inc | 7,564,271 | 79,424.9 | New Holding | 0.290 | +0.29% | 1.520 | +55.29% | +21.30% | 7,295.7 | 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 | +31.93% | +17.65% | 10,334.2 | Industrial Distribution | |
VAC | Marriott Vacations Worldwide Corp | 61,831 | 3,972.0 | New Holding | 0.010 | +0.01% | 0.180 | +49.38% | -6.17% | 2,844.0 | Travel & Leisure | |
AEO | American Eagle Outfitters Inc | 895 | 10.4 | New Holding | 0.000 | 0% | 0.000 | +1.70% | -30.15% | 1,954.5 | Retail - Cyclical | |
FOLD | Amicus Therapeutics Inc | 166 | 1.4 | New Holding | 0.000 | 0% | 0.000 | -12.78% | -33.33% | 1,933.8 | Biotechnology | |
AMPH | Amphastar Pharmaceuticals Inc | 20 | 0.6 | New Holding | 0.000 | 0% | 0.000 | -6.48% | -39.38% | 1,061.1 | Drug Manufacturers | |
AMBP | Ardagh Metal Packaging SA | 2,901 | 8.8 | New Holding | 0.000 | 0% | 0.000 | +10.81% | +37.50% | 2,319.1 | Packaging & Containers | |
ATKR | Atkore Inc | 154 | 9.2 | New Holding | 0.000 | 0% | 0.000 | +22.40% | -4.98% | 2,644.0 | Industrial Products | |
BCO | The Brink's Co | 167 | 14.4 | New Holding | 0.000 | 0% | 0.000 | +2.89% | +1.12% | 3,918.2 | Business Services | |
CMPR | Cimpress PLC | 12 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +13.75% | -32.42% | 1,205.9 | Business Services | |
CNR | Core Natural Resources Inc | 37 | 2.9 | New Holding | 0.000 | 0% | 0.000 | +7.55% | -24.10% | 4,252.3 | Other Energy Sources | |
CWK | Cushman & Wakefield PLC | 227 | 2.3 | New Holding | 0.000 | 0% | 0.000 | +30.25% | -10.78% | 2,701.2 | Real Estate | |
EVH | Evolent Health Inc | 56 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +2.86% | -16.89% | 1,097.7 | Healthcare Providers & Services | |
FLR | Fluor Corp | 337 | 12.1 | New Holding | 0.000 | 0% | 0.000 | +56.24% | +12.77% | 9,158.7 | Construction |
Total 363
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers