BH
	Barrow, Hanley, Mewhinney & Strauss 13F
	Barrow, Hanley, Mewhinney & Strauss

	Last update 2024-11-13	327 Stocks (59 new)
	Value $30.60 Bil	Turnover 8 %
	Countries: Top Holdings: APD(2.88%)ETR(2.85%)ENB(2.79%)FIS(2.62%)CMCSA(2.38%) Portfolio Report

Barrow, Hanley, Mewhinney & Strauss Profile

Mr. Barrow is Executive Director of Dallas based investment firm Barrow, Hanley, Mewhinney & Strauss, the lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. He graduated from the University of South Carolina with a BS. For the 10-year period ended 3/31/2010, the Selected Value Funds averaged 9.33% a year, while the market had negative returns.

Barrow, Hanley, Mewhinney & Strauss Investing Philosophy

Barrow, Hanley, Mewhinney & Strauss' equity portfolios will always exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.

Barrow, Hanley, Mewhinney & Strauss's Portfolio

Barrow, Hanley, Mewhinney & Strauss Current Holdings

Ticker
Ticker
CHRD
HTZ
MRCY
LITE
TTEC
ASO
LZ
UFCS
KNTK
JELD
IEFA
IART
ITGR
INVX
IDA
USFD
AUB
HELE
GEF
ECVT

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
CHRD	Chord Energy Corp	149	19.4	New Holding	0	0%	0	-13.13%	-18.87%	7728.726	Oil & Gas
HTZ	Hertz Global Holdings Inc	2,324	7.67	New Holding	0	0%	0	+32.76%	-55.53%	1416.906	Business Services
MRCY	Mercury Systems Inc	582	21.53	New Holding	0	0%	0	+10.11%	+12.25%	2447.915	Aerospace & Defense
LITE	Lumentum Holdings Inc	1,149,992	72886.49	New Holding	0.24	+0.24%	1.68	+45.74%	+59.81%	5754.999	Hardware
TTEC	TTEC Holdings Inc	106	0.62	New Holding	0	0%	0	-0.19%	-76.14%	245.327	Software
ASO	Academy Sports and Outdoors Inc	280	16.34	New Holding	0	0%	0	-12.44%	-25.58%	3434.576	Retail - Cyclical
LZ	LegalZoom.com Inc	592	3.76	New Holding	0	0%	0	+21.04%	-29.73%	1372.208	Business Services
UFCS	United Fire Group Inc	140	2.93	New Holding	0	0%	0	+49.19%	+52.82%	762.291	Insurance
KNTK	Kinetik Holdings Inc	335	15.16	New Holding	0	0%	0	+38.31%	+89.41%	3505.186	Oil & Gas
JELD	JELD-WEN Holding Inc	46	0.73	New Holding	0	0%	0	-24.88%	-42.74%	914.739	Construction
IEFA	iShares Core MSCI EAFE ETF	213,608	16672.1	New Holding	0.05	+0.05%	0.01	-5.84%	+5.00%	120011.884
IART	Integra Lifesciences Holdings Corp	275	5	New Holding	0	0%	0	+19.59%	-43.65%	1893.593	Medical Devices & Instruments
ITGR	Integer Holdings Corp	168	21.84	New Holding	0	0%	0	+10.64%	+42.11%	4722.717	Medical Devices & Instruments
INVX	Innovex International Inc	37	0.54	New Holding	0	0%	0	0%	0%	1097.438	Oil & Gas
IDA	Idacorp Inc	216	22.27	New Holding	0	0%	0	+19.26%	+24.90%	6325.258	Utilities - Regulated
USFD	US Foods Holding Corp	372	22.88	New Holding	0	0%	0	+19.20%	+53.82%	16270.767	Retail - Defensive
AUB	Atlantic Union Bankshares Corp	552	20.79	New Holding	0	0%	0	+10.04%	+19.85%	3792.217	Banks
HELE	Helen Of Troy Ltd	189	11.69	New Holding	0	0%	0	+36.94%	-39.98%	1656.971	Consumer Packaged Goods
GEF	Greif Inc	162	10.15	New Holding	0	0%	0	+12.99%	+10.73%	3433.342	Packaging & Containers
ECVT	Ecovyst Inc	3,072	21.04	New Holding	0	0%	0	+15.55%	-18.63%	926.253	Chemicals

100/Page

Total 360

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