Barrow Hanley Mewhinney & Strauss LLC
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$61B
Holdings
377
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MRK
MERCK & CO INC
Q1 2026: Increased +7.1% (14.15M → 15.16M shares)
3.3%
02
$CHV
CHEVRON CORPORATION
Q1 2026: Sold 4.5% (2.5k → 2.4k shares)
3.0%
03
$GEHC
GE HEALTHCARE TECHNOLOGIES I
Q1 2026: Increased +1.0% (46.8k → 47.3k shares)
2.9%
04
$CCL
CARNIVAL CORP
Q1 2026: Sold 27.1% (2.1k → 1.5k shares)
2.6%
05
$ETR
ENTERGY CORP NEW
Q4 2025: New position (1.9k shares)
2.6%
06
$PR
PERMIAN RESOURCES CORP
Q1 2026: Sold 25.0% (4.0k → 3.0k shares)
2.5%
07
$PNW
PINNACLE WEST CAP CORP
Q1 2026: Sold 1.9% (7.2k → 7.1k shares)
2.4%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +14.3% (2.6k → 3.0k shares)
2.4%
09
$MCHP
MICROCHIP TECHNOLOGY INC.
Q1 2026: Increased +28.4% (96.0k → 123.2k shares)
2.3%
10
$HPE
HEWLETT PACKARD ENTERPRISE C
Q1 2026: Sold 62.4% (43.8k → 16.5k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.