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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  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DCH DAUCH CORP Industrials 4,661,066.0 $27.6M 0.09% -295K -5.9% $5.93 -5.1%
62 JPM JPMORGAN CHASE & CO Financial Services 91,407.0 $26.9M 0.09% -13K -12.6% $294.16 +2.7%
63 GSM FERROGLOBE PLC Basic Materials 6,075,049.0 $25.0M 0.08% -390K -6.0% $4.12 -5.8%
64 GD GENERAL DYNAMICS CORP Industrials 65,629.0 $22.5M 0.07% -1K -2.0% $343.22 -0.7%
65 NTRS NORTHERN TR CORP Financial Services 122,274.0 $17.1M 0.06% -62K -33.6% $139.57 +18.7%
66 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 175,441.0 $15.9M 0.05% -44K -19.9% $90.67 +3.4%
67 BUR BURFORD CAPITAL LIMITED Financial Services 3,103,618.0 $14.0M 0.05% -196K -6.0% $4.52 -5.6%
68 LHX L3HARRIS TECHNOLOGIES INC Industrials 40,504.0 $14.0M 0.05% -15K -27.4% $345.15 -11.2%
69 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 190,470.0 $13.8M 0.04% -4K -2.0% $72.55 +2.8%
70 CMCSA COMCAST CORP NEW Communication Services 385,918.0 $11.1M 0.04% -11K -2.6% $28.71 -12.5%
71 CNK CINEMARK HLDGS INC Communication Services 295,788.0 $8.4M 0.03% -59K -16.7% $28.52 -8.1%
72 GRUPO CIBEST SA 53,685.0 $3.9M 0.01% -754K -93.3% $72.81
73 KHC KRAFT HEINZ CO Consumer Defensive 63,357.0 $1.4M 0.01% -390K -86.0% $22.49 +4.2%
74 HLIO HELIOS TECHNOLOGIES INC Industrials 19,800.0 $1.3M 0.00% -974K -98.0% $64.71 +19.8%
75 USFD US FOODS HLDG CORP Consumer Defensive 277.0 $26K -95.0 -25.5% $92.21 -11.4%
76 TPH TRI POINTE HOMES INC Consumer Cyclical 438.0 $20K -74.0 -14.4% $46.73 +0.5%
77 HWC HANCOCK WHITNEY CORPORATION Financial Services 285.0 $18K -7.0 -2.4% $63.59 +3.9%
78 GEF GREIF INC Consumer Cyclical 268.0 $18K -9.0 -3.2% $67.07 -8.2%
79 UFPI UFP INDUSTRIES INC Basic Materials 184.0 $17K -14.0 -7.1% $92.12 -14.2%
80 KMT KENNAMETAL INC Industrials 465.0 $17K -49.0 -9.5% $36.13 -3.0%
Page 4 of 6  ·  105 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%