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	-15.53%	-27.76%	6918.745	Oil & Gas
HTZ	Hertz Global Holdings Inc	2,324	7.67	New Holding	0	0%	0	-1.84%	-66.55%	1065.748	Business Services
MRCY	Mercury Systems Inc	582	21.53	New Holding	0	0%	0	+11.10%	+11.13%	2425.85	Aerospace & Defense
LITE	Lumentum Holdings Inc	1,149,992	72886.49	New Holding	0.24	+0.24%	1.68	+37.97%	+60.00%	5799.656	Hardware
TTEC	TTEC Holdings Inc	106	0.62	New Holding	0	0%	0	+19.13%	-78.32%	226.839	Software
ASO	Academy Sports and Outdoors Inc	280	16.34	New Holding	0	0%	0	-5.39%	-11.78%	4026.418	Retail - Cyclical
LZ	LegalZoom.com Inc	592	3.76	New Holding	0	0%	0	+17.70%	-30.84%	1353.197	Business Services
UFCS	United Fire Group Inc	140	2.93	New Holding	0	0%	0	+40.60%	+47.80%	733.655	Insurance
KNTK	Kinetik Holdings Inc	335	15.16	New Holding	0	0%	0	+23.54%	+86.14%	3449.613	Oil & Gas
JELD	JELD-WEN Holding Inc	46	0.73	New Holding	0	0%	0	-47.01%	-55.85%	706.574	Construction
IEFA	iShares Core MSCI EAFE ETF	213,608	16672.1	New Holding	0.05	+0.05%	0.01	-7.44%	+3.66%	118258.277
IART	Integra Lifesciences Holdings Corp	275	5	New Holding	0	0%	0	+23.77%	-49.18%	1707.626	Medical Devices & Instruments
ITGR	Integer Holdings Corp	168	21.84	New Holding	0	0%	0	+5.22%	+34.96%	4492.284	Medical Devices & Instruments
INVX	Innovex International Inc	37	0.54	New Holding	0	0%	0	-20.17%	0%	876.877	Oil & Gas
IDA	Idacorp Inc	216	22.27	New Holding	0	0%	0	+8.28%	+16.00%	5880.988	Utilities - Regulated
USFD	US Foods Holding Corp	372	22.88	New Holding	0	0%	0	+10.70%	+50.63%	16019.193	Retail - Defensive
AUB	Atlantic Union Bankshares Corp	552	20.79	New Holding	0	0%	0	+2.44%	+8.17%	3434.631	Banks
HELE	Helen Of Troy Ltd	189	11.69	New Holding	0	0%	0	+1.70%	-49.57%	1401.262	Consumer Packaged Goods
GEF	Greif Inc	162	10.15	New Holding	0	0%	0	-1.46%	-3.86%	3033.001	Packaging & Containers
ECVT	Ecovyst Inc	3,072	21.04	New Holding	0	0%	0	+13.63%	-22.77%	886.641	Chemicals

100/Page

Total 360

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