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	-13.37%	-28.11%	6850.892	Oil & Gas
HTZ	Hertz Global Holdings Inc	2,324	7.67	New Holding	0	0%	0	+11.11%	-65.35%	1110.217	Business Services
MRCY	Mercury Systems Inc	582	21.53	New Holding	0	0%	0	+11.56%	+14.40%	2495.621	Aerospace & Defense
LITE	Lumentum Holdings Inc	1,149,992	72886.49	New Holding	0.24	+0.24%	1.68	+30.56%	+60.72%	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	+1.48%	-8.49%	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	+37.68%	+45.21%	721.743	Insurance
KNTK	Kinetik Holdings Inc	335	15.16	New Holding	0	0%	0	+27.54%	+82.04%	3370.739	Oil & Gas
JELD	JELD-WEN Holding Inc	46	0.73	New Holding	0	0%	0	-47.97%	-56.46%	694.727	Construction
IEFA	iShares Core MSCI EAFE ETF	213,608	16672.1	New Holding	0.05	+0.05%	0.01	-9.53%	+0.63%	118643.69
IART	Integra Lifesciences Holdings Corp	275	5	New Holding	0	0%	0	+24.87%	-48.76%	1723.061	Medical Devices & Instruments
ITGR	Integer Holdings Corp	168	21.84	New Holding	0	0%	0	+7.18%	+36.19%	4520.123	Medical Devices & Instruments
INVX	Innovex International Inc	37	0.54	New Holding	0	0%	0	-9.22%	0%	911.842	Oil & Gas
IDA	Idacorp Inc	216	22.27	New Holding	0	0%	0	+7.21%	+15.47%	5844.764	Utilities - Regulated
USFD	US Foods Holding Corp	372	22.88	New Holding	0	0%	0	+13.28%	+50.08%	15879.43	Retail - Defensive
AUB	Atlantic Union Bankshares Corp	552	20.79	New Holding	0	0%	0	+3.43%	+8.02%	3418.474	Banks
HELE	Helen Of Troy Ltd	189	11.69	New Holding	0	0%	0	-1.99%	-49.95%	1383.437	Consumer Packaged Goods
GEF	Greif Inc	162	10.15	New Holding	0	0%	0	-0.87%	-3.38%	3047.116	Packaging & Containers
ECVT	Ecovyst Inc	3,072	21.04	New Holding	0	0%	0	+8.37%	-23.13%	876.154	Chemicals

100/Page

Total 360

Discussions on Barrow, Hanley, Mewhinney & Strauss

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.