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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 9 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KHC KRAFT HEINZ CO Consumer Defensive 63,357.0 $1.4M 0.01% -390K -86.0% $22.49 +4.7%
162 HLIO HELIOS TECHNOLOGIES INC Industrials 19,800.0 $1.3M 0.00% -974K -98.0% $64.71 +20.5%
163 BDX BECTON DICKINSON & CO Healthcare 5,391.0 $848K 0.00% $157.23 -7.0%
164 CDP COPT DEFENSE PROPERTIES Real Estate 27,481.0 $841K 0.00% $30.60 +5.6%
165 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 634.0 $38K +41.0 +6.9% $59.27 -18.6%
166 MRCY MERCURY SYS INC Industrials 460.0 $34K +137.0 +42.4% $72.91 +32.2%
167 IDA IDACORP INC Utilities 216.0 $31K $142.97 -1.0%
168 LNT ALLIANT ENERGY CORP Utilities 415.0 $30K $71.76 +2.1%
169 ITGR INTEGER HLDGS CORP Healthcare 318.0 $28K +98.0 +44.5% $88.00 +2.3%
170 CHRD CHORD ENERGY CORPORATION Energy 194.0 $28K $142.18 +0.5%
171 AUB ATLANTIC UN BANKSHARES CORP Financial Services 766.0 $27K $35.74 +5.4%
172 USFD US FOODS HLDG CORP Consumer Defensive 277.0 $26K -95.0 -25.5% $92.21 -12.0%
173 CFR CULLEN FROST BANKERS INC Financial Services 185.0 $25K $137.08 +1.4%
174 WTFC WINTRUST FINL CORP Financial Services 173.0 $24K $138.94 +7.8%
175 QXO QXO INC Industrials 1,096.0 $21K NEW $19.42 -11.3%
176 IMKTA INGLES MKTS INC Consumer Defensive 235.0 $21K $89.89 -2.8%
177 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,117.0 $21K +190.0 +20.5% $18.70 -11.9%
178 TPH TRI POINTE HOMES INC Consumer Cyclical 438.0 $20K -74.0 -14.4% $46.73 +0.5%
179 TGT TARGET CORP Consumer Defensive 167.0 $20K NEW $121.20 +0.9%
180 NPO ENPRO INC Industrials 77.0 $19K +22.0 +40.0% $250.65 +20.8%
Page 9 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%