StockDriftsStockDriftsTop 50 Barrow Hanley Mewhinney & Strauss LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | 3.11% | 22.77M | $1.03B | -19.64%(-5.56M) | $24.15(+143.07%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.86% | 7.33M | $942.1M | -7.41%(-586.45K) | $83.03(+64.05%) | 2026-06-30 | |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 2.61% | 13.46M | $861.3M | +13.22%(+1.57M) | $76.36(-3.49%) | 2026-06-30 | |
| KDP | KEURIG DR PEPPER INC | 2.33% | 23.44M | $767.1M | +7.16%(+1.57M) | $32.68(-3.78%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 2.15% | 8.82M | $708.1M | +58.24%(+3.25M) | $67.59(+17.12%) | 2026-06-30 | |
| PNW | PINNACLE WEST CAP CORP | 2.13% | 6.58M | $703.6M | -6.07%(-424.94K) | $77.12(+31.59%) | 2026-06-30 | |
| APTV | APTIV PLC | 2.01% | 10.80M | $662.7M | +107.36%(+5.59M) | $73.88(-32.92%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 1.92% | 5.51M | $633.3M | -17.48%(-1.17M) | $50.50(+113.53%) | 2026-06-30 | |
| FCX | FREEPORT MCMORAN INC | 1.9% | 9.97M | $627.1M | +1.44%(+141.74K) | $51.26(+33.73%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 1.87% | 3.73M | $618.3M | -11.77%(-497.82K) | $152.02(+32.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.93% | +36.52% | +5.82% | +32.72% |
| Top 20 Holdings Unweighted | +11.65% | +39.19% | +5.76% | +32.31% |
Barrow Hanley Mewhinney & Strauss LLC reports $32.98B in US-listed equity holdings across 369 positions in its most recent 13F filing. Its largest disclosed positions are HPE (3.1%), MRK (2.9%) and GEHC (2.6%). The top 20 holdings account for 39.68% of reported assets. Its disclosed equity book has returned +36.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barrow Hanley Mewhinney & Strauss LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 313028). View Barrow Hanley Mewhinney & Strauss LLC’s 13F filings on SEC