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	-13.34%	-28.09%	6850.892	Oil & Gas
HTZ	Hertz Global Holdings Inc	2,324	7.67	New Holding	0	0%	0	+11.73%	-65.16%	1110.217	Business Services
MRCY	Mercury Systems Inc	582	21.53	New Holding	0	0%	0	+11.60%	+14.44%	2495.621	Aerospace & Defense
LITE	Lumentum Holdings Inc	1,149,992	72886.49	New Holding	0.24	+0.24%	1.68	+30.73%	+60.93%	5795.532	Hardware
TTEC	TTEC Holdings Inc	106	0.62	New Holding	0	0%	0	+20.99%	-77.25%	233.872	Software
ASO	Academy Sports and Outdoors Inc	280	16.34	New Holding	0	0%	0	+1.65%	-8.33%	4167.296	Retail - Cyclical
LZ	LegalZoom.com Inc	592	3.76	New Holding	0	0%	0	+20.87%	-30.80%	1351.47	Business Services
UFCS	United Fire Group Inc	140	2.93	New Holding	0	0%	0	+37.92%	+45.47%	721.743	Insurance
KNTK	Kinetik Holdings Inc	335	15.16	New Holding	0	0%	0	+27.61%	+82.14%	3370.739	Oil & Gas
JELD	JELD-WEN Holding Inc	46	0.73	New Holding	0	0%	0	-48.04%	-56.51%	694.727	Construction
IEFA	iShares Core MSCI EAFE ETF	213,608	16672.1	New Holding	0.05	+0.05%	0.01	-8.12%	+4.01%	118643.69
IART	Integra Lifesciences Holdings Corp	275	5	New Holding	0	0%	0	+24.96%	-48.73%	1723.061	Medical Devices & Instruments
ITGR	Integer Holdings Corp	168	21.84	New Holding	0	0%	0	+7.04%	+36.01%	4520.123	Medical Devices & Instruments
INVX	Innovex International Inc	37	0.54	New Holding	0	0%	0	-9.36%	0%	911.842	Oil & Gas
IDA	Idacorp Inc	216	22.27	New Holding	0	0%	0	+7.16%	+15.41%	5844.764	Utilities - Regulated
USFD	US Foods Holding Corp	372	22.88	New Holding	0	0%	0	+13.31%	+50.12%	15879.43	Retail - Defensive
AUB	Atlantic Union Bankshares Corp	552	20.79	New Holding	0	0%	0	+3.45%	+8.05%	3418.474	Banks
HELE	Helen Of Troy Ltd	189	11.69	New Holding	0	0%	0	-1.86%	-49.89%	1383.437	Consumer Packaged Goods
GEF	Greif Inc	162	10.15	New Holding	0	0%	0	-0.90%	-3.41%	3047.116	Packaging & Containers
ECVT	Ecovyst Inc	3,072	21.04	New Holding	0	0%	0	+8.51%	-23.03%	876.154	Chemicals

100/Page

Total 360

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