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:

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

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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
100/Page
Total 363

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