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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEO GEO GROUP INC Industrials 107.0 $2K -4.0M -100.0% $16.81 +37.1%
102 SKY CHAMPION HOMES INC Consumer Cyclical 24.0 $2K -62.0 -72.1% $74.38 -11.2%
103 HELE HELEN OF TROY LTD Consumer Defensive 106.0 $2K -81.0 -43.3% $14.42 +65.5%
104 SHOO MADDEN STEVEN LTD Consumer Cyclical 39.0 $1K -90.0 -69.8% $33.92 +13.1%
105 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 63.0 $1K -556.0 -89.8% $16.70 -7.3%
Page 6 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%