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Portfolio (Quarterly) Guide ↗

BROWN BROTHERS HARRIMAN & CO

· CIK 0000014661
13F Portfolio $18.6B AUM 1,800 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New 693 Added 344 Reduced 132 Exited
Page 82 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 LXP INDUSTRIAL TRUST 67.0 $3K -94.0 -58.4% $46.25
1622 SOUTH BOW CORP 93.0 $3K $33.32
1623 XLB MATERIALS SELECT SECTOR SPDR 62.0 $3K $49.97 +0.1%
1624 SITE CENTERS CORP 566.0 $3K $5.40
1625 MASI MASIMO CORP Healthcare 17.0 $3K $177.88 +0.4%
1626 GLPI GAMING AND LEISURE PROPERTIE Real Estate 68.0 $3K $44.37 +7.1%
1627 BCO BRINK'S CO/THE Industrials 29.0 $3K $103.62 +1.1%
1628 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 128.0 $3K $23.36 -13.8%
1629 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 18.0 $3K $165.17 +8.0%
1630 GGB GERDAU SA -SPON ADR Basic Materials 818.0 $3K $3.61 +30.2%
1631 EPR EPR PROPERTIES Real Estate 59.0 $3K $49.97 +17.5%
1632 DIOD DIODES INC Technology 43.0 $3K $68.26 +41.1%
1633 QUIK QUICKLOGIC CORP Technology 311.0 $3K $9.38 +118.1%
1634 OLN OLIN CORP Basic Materials 98.0 $3K $29.73 -12.5%
1635 STLA STELLANTIS NV Consumer Cyclical 408.0 $3K $7.09 +6.2%
1636 PII POLARIS INC Consumer Cyclical 53.0 $3K $54.51 +15.7%
1637 AZZ AZZ INC Industrials 23.0 $3K NEW $125.13 +9.5%
1638 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 316.0 $3K $8.82 -5.6%
1639 MVBF MVB FINANCIAL CORP Financial Services 112.0 $3K $24.83 +4.0%
1640 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 127.0 $3K +10.0 +8.6% $21.89 -29.8%
Page 82 of 90  ·  1,800 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 16.2%
Industrials 12.6%
Healthcare 10.2%
Consumer Cyclical 8.8%
Communication Services 8.1%
Consumer Defensive 7.3%
Basic Materials 3.9%
Energy 1.3%
Real Estate 0.7%