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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 14 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CNMD CONMED CORP Healthcare 157.0 $6K $35.36 +4.7%
262 HCKT HACKETT GROUP INC Technology 421.0 $5K +375.0 +815.2% $13.01 -18.2%
263 CORE LABORATORIES INC 323.0 $5K $16.79
264 PLAB PHOTRONICS INC Technology 133.0 $5K -225K -99.9% $40.41 +23.3%
265 EXPO EXPONENT INC Industrials 82.0 $5K NEW $65.26 -12.6%
266 SCSC SCANSOURCE INC Technology 147.0 $5K +132.0 +880.0% $36.30 +18.7%
267 KELYA KELLY SVCS INC Industrials 602.0 $5K $8.85 +20.6%
268 ACLS AXCELIS TECHNOLOGIES INC Technology 57.0 $5K NEW $93.09 +63.8%
269 WGO WINNEBAGO INDS INC Consumer Cyclical 170.0 $5K $30.99 -5.9%
270 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 99.0 $5K +37.0 +59.7% $52.75 +11.1%
271 CMC COMMERCIAL METALS CO Basic Materials 85.0 $5K -194.0 -69.5% $61.44 +15.1%
272 MBC MASTERBRAND INC Consumer Cyclical 599.0 $5K +69.0 +13.0% $8.31 -8.5%
273 ADNT ADIENT PLC Consumer Cyclical 245.0 $5K -308.0 -55.7% $20.21 +3.9%
274 KTB KONTOOR BRANDS INC Consumer Cyclical 70.0 $5K +23.0 +48.9% $70.29 -1.3%
275 MLKN MILLERKNOLL INC Consumer Cyclical 334.0 $5K $14.46 +6.7%
276 LZB LA Z BOY INC Consumer Cyclical 149.0 $5K -14.0 -8.6% $32.14 +14.4%
277 TNET TRINET GROUP INC Industrials 130.0 $5K $36.43 +17.0%
278 OI O-I GLASS INC Consumer Cyclical 438.0 $5K $10.51 -14.3%
279 FORM FORMFACTOR INC Technology 47.0 $5K NEW $97.00 +32.0%
280 BZH BEAZER HOMES USA INC Consumer Cyclical 235.0 $5K $19.24 +24.8%
Page 14 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%