Brandywine Asset Management, Inc.
Long book
$126.0M
Q1 2026
Positions
14
Top-10 weight
99%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsBrandywine Asset Management, Inc. is a wealth-management firm allocating client money, running a $126.0M US long book across 14 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, SS SPDR S&P 500 ETF TRUST-US, VANGUARD S&P 500 ETF, VANGUARD RUSSELL 2000 ETF, ISHARES CORE U.S. AGGREGATE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.6%
Q1 2026
+13.2%
Sector allocation
No sector data
Long book by quarter
What does Brandywine Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|