Titelia

Holdings of ClearBridge Mid Cap Fund

Legg Mason Partners Investment Trust · 61 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.6B $ · Ten largest lines: 28.4 % of the equity sleeve

Sector breakdown

  • Industrials 4.5 %
  • Consumer discretionary 3.1 %
  • Financials 2.7 %
  • Utilities 2.6 %
  • Technology 2.3 %
  • Energy 1.0 %
  • Unattributed 83.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 98.5 %
  • AUD 1.5 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 95.0 %
  • BM 2.6 %
  • CA 1.5 %
  • NL 1.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US571.5B $94.99 %
BM239.7M $2.55 %
CA123.4M $1.50 %
NL114.9M $0.95 %

Positions

CompanySharesValue (USD)Weight
Casey's General Stores Inc 63,00051.8M $3.28 %
Teledyne Technologies Inc 78,00050.4M $3.19 %
API Group Corp 1,013,00046.3M $2.93 %
EQT Corp 770,00046.3M $2.93 %
DTE Energy Co 300,00045.5M $2.88 %
Clean Harbors Inc 145,00045.3M $2.87 %
Vistra Corp 260,00041M $2.60 %
Regal Rexnord Corp 185,00039.8M $2.52 %
Microchip Technology Inc 412,00038.3M $2.42 %
Performance Food Group Co 409,00037M $2.34 %
Vertiv Holdings Co 112,00036.8M $2.33 %
Baker Hughes Co 509,00035.5M $2.24 %
Crown Holdings Inc 355,00034.9M $2.21 %
STERIS PLC 160,00034.7M $2.19 %
Ferguson Enterprises Inc 126,00033.7M $2.13 %
Raymond James Financial Inc 208,00032.9M $2.08 %
Churchill Downs Inc 325,00032.8M $2.08 %
United Rentals Inc 34,00032.6M $2.06 %
Live Nation Entertainment Inc 200,00031.6M $2.00 %
Hartford Insurance Group Inc/The 225,00030.8M $1.95 %
Tenet Healthcare Corp 173,00030.6M $1.94 %
WillScot Holdings Corp 1,325,00030M $1.90 %
NNN REIT Inc 676,00029.6M $1.87 %
Casella Waste Systems Inc 362,00028.7M $1.81 %
Resideo Technologies Inc 679,00028.1M $1.78 %
Chewy Inc 1,100,00028M $1.77 %
Bio-Techne Corp 501,00027.7M $1.75 %
Houlihan Lokey Inc 172,00026.6M $1.68 %
Arch Capital Group Ltd 280,00026.4M $1.67 %
PNC Financial Services Group Inc/The 114,00025.4M $1.61 %
AppLovin Corp 54,00024.1M $1.52 %
Jones Lang LaSalle Inc 75,00023.9M $1.51 %
Ross Stores Inc 104,00023.7M $1.50 %
CAE Inc 896,00023.4M $1.48 %
International Paper Co 760,00023.1M $1.46 %
Light & Wonder Inc 270,00022.6M $1.43 %
Archrock Inc 557,00021.6M $1.36 %
Advanced Drainage Systems Inc 138,00020.6M $1.30 %
Valvoline Inc 616,00020.5M $1.29 %
Rubrik Inc 365,00019.4M $1.23 %
Service Corp International/US 238,00019.3M $1.22 %
SBA Communications Corp 87,00019.2M $1.22 %
Somnigroup International Inc 252,00019.1M $1.21 %
UMB Financial Corp 135,00017M $1.08 %
Fifth Third Bancorp 335,00017M $1.08 %
PPL Corp 450,00016.8M $1.07 %
XPO Inc 74,00016.3M $1.03 %
Diamondback Energy Inc 73,00015M $0.95 %
Argenx SE 19,00014.9M $0.94 %
Viking Holdings Ltd 162,00013.3M $0.84 %
Hilton Worldwide Holdings Inc 39,00012.6M $0.80 %
Carvana Co 31,00012.3M $0.78 %
Leonardo DRS Inc 280,00011.4M $0.72 %
Monolithic Power Systems Inc 7,00011.3M $0.71 %
Bentley Systems Inc 314,00010.2M $0.65 %
Insulet Corp 54,0009.3M $0.59 %
Doximity Inc 360,0008.8M $0.56 %
GPGI INC 556,8118.6M $0.54 %
QXO Inc 400,0008M $0.51 %
Robinhood Markets Inc 105,0007.7M $0.48 %
Axon Enterprise Inc 13,2005.3M $0.34 %