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Portfolio (Quarterly) Guide ↗

BARROW HANLEY MEWHINNEY & STRAUSS LLC

· CIK 0000313028
13F Portfolio $30.5B AUM 478 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 112 Added 105 Reduced 46 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVT NVENT ELEC PLC Industrials 70,730.0 $8.4M 0.03% +9K +15.3% $118.28 +37.2%
62 AER AERCAP HOLDINGS NV Industrials 58,458.0 $8.0M 0.03% +8K +15.4% $137.18 +2.2%
63 EXP EAGLE MATLS INC Basic Materials 27,934.0 $5.3M 0.02% +4K +15.0% $189.45 +3.3%
64 REZI RESIDEO TECHNOLOGIES INC Industrials 131,643.0 $4.4M 0.01% +131K +10000.0% $33.71 -14.2%
65 RALLIANT CORP 88,842.0 $3.7M 0.01% +12K +15.5% $41.59
66 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 634.0 $38K +41.0 +6.9% $59.27 -20.3%
67 MRCY MERCURY SYS INC Industrials 460.0 $34K +137.0 +42.4% $72.91 +30.0%
68 ITGR INTEGER HLDGS CORP Healthcare 318.0 $28K +98.0 +44.5% $88.00 +3.1%
69 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,117.0 $21K +190.0 +20.5% $18.70 -13.4%
70 NPO ENPRO INC Industrials 77.0 $19K +22.0 +40.0% $250.65 +20.7%
71 BDC BELDEN INC Technology 148.0 $17K +30.0 +25.4% $114.83 -8.6%
72 DIOD DIODES INC Technology 239.0 $16K +60.0 +33.5% $68.26 +41.2%
73 POWI POWER INTEGRATIONS INC Technology 295.0 $15K +14.0 +5.0% $51.20 +32.3%
74 CTS CTS CORP Technology 309.0 $15K +124.0 +67.0% $47.76 +22.7%
75 FISV FISERV INC Technology 257.0 $14K +28.0 +12.2% $55.80 +1.2%
76 ROG ROGERS CORP Technology 126.0 $14K +16.0 +14.6% $107.33 +21.1%
77 MTX MINERALS TECHNOLOGIES INC Basic Materials 189.0 $13K +9.0 +5.0% $70.92 +7.2%
78 FLR FLUOR CORP Industrials 279.0 $13K +18.0 +6.9% $46.65 -7.0%
79 SLAB SILICON LABORATORIES INC Technology 61.0 $13K +57.0 +1425.0% $208.15 +4.2%
80 UCTT ULTRA CLEAN HLDGS INC Technology 201.0 $12K +166.0 +474.3% $62.18 +28.2%
Page 4 of 6  ·  112 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 19.0%
Financial Services 13.2%
Healthcare 12.0%
Energy 11.8%
Industrials 9.7%
Basic Materials 8.9%
Utilities 6.7%
Real Estate 6.6%
Consumer Cyclical 5.5%
Consumer Defensive 3.4%