Barrow, Hanley, Mewhinney & Strauss's Top Q3 2026 Move: Amazon.com Inc at a 2. ... GuruFocus News Thu, November 12, 2026 at 12:00 PM EST 3 min read AMZN +1.10% HPE +0.52% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Barrow, Hanley, Mewhinney & Strauss recently submitted its 13F filing for the third quarter of 2026, offering value investors a window into its latest positioning. The Dallas-based firm is led by Mr. Barrow, Executive Director and lead portfolio manager for the Vanguard Windsor II and Selected Value Funds. A University of South Carolina graduate with a BS, Barrow guided the Selected Value Funds to an average annual return of 9.33% over the 10-year period ended 3/31/2010, while the market posted negative returns. The firm's equity portfolios are built to exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions.
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Barrow, Hanley, Mewhinney & Strauss added a total of 99 stocks, among them:
The most significant addition was Amazon.com Inc (NASDAQ:AMZN), with 2,957,902 shares, accounting for 2.34% of the portfolio and a total value of $736.96 million.
The second largest addition to the portfolio was NVIDIA Corp (NASDAQ:NVDA), consisting of 2,222,755 shares, representing approximately 1.61% of the portfolio, with a total value of $507.63 million.
The third largest addition was Vertiv Holdings Co (NYSE:VRT), with 1,557,749 shares, accounting for 1.19% of the portfolio and a total value of $375.90 million.
Barrow, Hanley, Mewhinney & Strauss also increased stakes in a total of 66 stocks, among them:
The most notable increase was Oracle Corp (NYSE:ORCL), with an additional 1,526,868 shares, bringing the total to 3,600,385 shares. This adjustment represents a significant 73.64% increase in share count, a 0.67% impact on the current portfolio, and a total value of $494.33 million.
The second largest increase was TE Connectivity PLC (NYSE:TEL), with an additional 959,491 shares, bringing the total to 3,101,659. This adjustment represents a significant 44.79% increase in share count, with a total value of $654.70 million.
Barrow, Hanley, Mewhinney & Strauss completely exited 90 holdings in the third quarter of 2026, as detailed below:
iShares MSCI World ETF (URTH): Barrow, Hanley, Mewhinney & Strauss sold all 1,357,858 shares, resulting in a -0.83% impact on the portfolio.
DuPont de Nemours Inc (NYSE:DD): Barrow, Hanley, Mewhinney & Strauss liquidated all 841,099 shares, causing a -0.35% impact on the portfolio.
Barrow, Hanley, Mewhinney & Strauss also reduced positions in 107 stocks. The most significant changes include:
Reduced Merck & Co Inc (NYSE:MRK) by 5,117,489 shares, resulting in a -69.8% decrease in shares and a -2% impact on the portfolio. The stock traded at an average price of $138.18 during the quarter and has returned 12.21% over the past 3 months and 43.78% year-to-date.
Reduced Hewlett Packard Enterprise Co (NYSE:HPE) by 5,814,795 shares, resulting in a -25.54% reduction in shares and a -0.79% impact on the portfolio. The stock traded at an average price of $52.95 during the quarter and has returned -14.11% over the past 3 months and 112.20% year-to-date.
At the third quarter of 2026, Barrow, Hanley, Mewhinney & Strauss's portfolio included 378 stocks. The top holdings were 3.44% in Hewlett Packard Enterprise Co (NYSE:HPE), 2.86% in GE HealthCare Technologies Inc (NASDAQ:GEHC), 2.5% in Chevron Corp (NYSE:CVX), 2.36% in Xcel Energy Inc (NASDAQ:XEL), and 2.34% in Amazon.com Inc (NASDAQ:AMZN).
The holdings are mainly concentrated across all 11 industries: Technology, Financial Services, Healthcare, Industrials, Consumer Cyclical, Utilities, Energy, Basic Materials, Real Estate, Consumer Defensive, and Communication Services.
