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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 11 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PLXS PLEXUS CORP Technology 69.0 $14K $202.54 +27.6%
202 CBT CABOT CORP Basic Materials 181.0 $14K $75.31 +4.0%
203 HTLD HEARTLAND EXPRESS INC Industrials 1,309.0 $14K -129.0 -9.0% $10.40 +37.3%
204 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 241.0 $14K $56.45 -9.6%
205 ROG ROGERS CORP Technology 126.0 $14K +16.0 +14.6% $107.33 +23.9%
206 OIS OIL STS INTL INC Energy 1,158.0 $13K $11.64 -23.7%
207 MTX MINERALS TECHNOLOGIES INC Basic Materials 189.0 $13K +9.0 +5.0% $70.92 +6.3%
208 FLR FLUOR CORP Industrials 279.0 $13K +18.0 +6.9% $46.65 -4.4%
209 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 196.0 $13K $66.11 +5.8%
210 ECG EVERUS CONSTR GROUP Industrials 109.0 $13K -1.3M -100.0% $118.06 +27.7%
211 SLAB SILICON LABORATORIES INC Technology 61.0 $13K +57.0 +1425.0% $208.15 +4.2%
212 GBCI GLACIER BANCORP INC NEW Financial Services 280.0 $13K $44.67 +7.0%
213 HUBG HUB GROUP INC Industrials 347.0 $13K -113.0 -24.6% $36.04 +12.9%
214 MRTN MARTEN TRANS LTD Industrials 952.0 $12K $13.13 +26.3%
215 UCTT ULTRA CLEAN HLDGS INC Technology 201.0 $12K +166.0 +474.3% $62.18 +29.0%
216 TEX TEREX CORP NEW Industrials 210.0 $12K $59.10 -2.5%
217 WERN WERNER ENTERPRISES INC Industrials 422.0 $12K $29.41 +35.9%
218 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 450.0 $12K $27.54 -14.3%
219 ASGN ASGN INC Technology 309.0 $12K +22.0 +7.7% $38.71 -50.7%
220 OFLX OMEGA FLEX INC Industrials 383.0 $12K $31.04 -7.6%
Page 11 of 19  ·  377 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%