FundWatcher
LMREX
ClearBridge Mid Cap Fund
Legg Mason Partners Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 30, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ADVANCED DRAINAGE SYSTEMS INC 0 138,000 138,000 1.30% $20.60M
TEMPUR SEALY INTERNATIONAL INC 0 252,000 252,000 1.21% $19.12M
VIKING HOLDINGS LTD 0 162,000 162,000 0.84% $13.27M
HILTON WORLDWIDE HOLDINGS INC 0 39,000 39,000 0.80% $12.64M
CARVANA CO CL A 0 31,000 31,000 0.78% $12.27M
MONOLITHIC POWER SYS INC 0 7,000 7,000 0.72% $11.30M
ROBINHOOD MARKETS INC 0 105,000 105,000 0.48% $7.65M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
EXPEDIA INC 114,000 0 -114,000 0.00% -$30.19M
Icon Public Limited Company 162,000 0 -162,000 0.00% -$29.20M
MOHAWK INDUSTRIES INC 224,000 0 -224,000 0.00% -$26.52M
DYNATRACE INC 581,000 0 -581,000 0.00% -$22.13M
ARES MANAGEMENT CORP CL A 137,000 0 -137,000 0.00% -$20.50M
COSTAR GROUP INC 285,000 0 -285,000 0.00% -$17.53M
TYLER TECHNOLOGIES INC 37,000 0 -37,000 0.00% -$13.67M
COMPSECURE PIPE (PRIVATE) 310,811 0 -310,811 0.00% -$7.33M
COINBASE GLOBAL INC 34,000 0 -34,000 0.00% -$6.62M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
DTE ENERGY CO 214,000 300,000 86,000 2.88% $16.75M
VISTRA CORP 195,000 260,000 65,000 2.60% $10.16M
STERIS PLC 142,000 160,000 18,000 2.20% -$2.59M
UNITED RENTALS INC 16,000 34,000 18,000 2.07% $20.12M
TENET HEALTHCARE CORP 108,000 173,000 65,000 1.94% $10.20M
WILLSCOT MOBILE MINI HOLDINGS CORP 1,120,000 1,325,000 205,000 1.90% $7.56M
CASELLA WASTE SYS INC CL A 187,000 362,000 175,000 1.82% $9.82M
HOULIHAN LOKEY I 116,000 172,000 56,000 1.69% $7.09M
APPLOVIN CORP 53,000 54,000 1,000 1.53% -$971.93K
JONES LANG LASALLE INC 62,000 75,000 13,000 1.51% $1.67M
VALVOLINE INC 375,000 616,000 241,000 1.30% $8.20M
XPO LOGISTICS INC 58,000 74,000 16,000 1.03% $7.70M
Western Asset Premier Institutional US Treasury Reserves 10,139,910 12,024,101 1,884,191 0.76% $1.88M
JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L 10,139,910 12,024,101 1,884,191 0.76% $1.88M
LEONARDO DRS INC 200,000 280,000 80,000 0.72% $3.16M
GPGI INC 246,000 556,811 310,811 0.54% $2.79M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
CASEY'S GENERAL 80,000 63,000 -17,000 3.28% $3.28M
API GROUP CORP 1,160,000 1,013,000 -147,000 2.93% -$1.91M
EQT CORPORATION 850,000 770,000 -80,000 2.93% -$2.81M
CLEAN HARBORS INC 173,000 145,000 -28,000 2.87% $374.17K
REGAL REXNORD CORP 271,000 185,000 -86,000 2.52% -$3.99M
VERTIV HOLDINGS CO 145,000 112,000 -33,000 2.33% $9.79M
HARTFORD INSURANCE GROUP INC/THE 296,000 225,000 -71,000 1.95% -$9.20M
RESIDEO TECHNOLOGIES INC 800,000 679,000 -121,000 1.78% $682.23K
ARCH CAPITAL GROUP LTD 320,000 280,000 -40,000 1.67% -$4.28M
ROSS STORES INC 119,000 104,000 -15,000 1.50% $1.24M
PPL CORPORATION 1,200,000 450,000 -750,000 1.07% -$26.65M
ARGENX SE SPONSORED ADR 25,000 19,000 -6,000 0.94% -$6.16M
BENTLEY SYSTEM-B 425,000 314,000 -111,000 0.65% -$4.68M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
TELEDYNE TECHNOLOGIES INC 78,000 78,000 0 3.19% $1.99M
MICROCHIP TECHNOLOGY 412,000 412,000 0 2.42% $7.00M
PERFORMANCE FOOD GROUP CO 409,000 409,000 0 2.34% -$2.00M
BAKER HUGHES CO 509,000 509,000 0 2.24% $6.94M
CROWN HOLDINGS INC 355,000 355,000 0 2.21% -$2.26M
FERGUSON ENTERPRISES INC 126,000 126,000 0 2.14% $1.92M
RAYMOND JAMES FINANCIAL INC. 208,000 208,000 0 2.08% -$1.57M
CHURCHILL DOWNS INC 325,000 325,000 0 2.08% $854.75K
LIVE NATION ENTERTAINMENT INC 200,000 200,000 0 2.00% $2.50M
NNN REIT INC 676,000 676,000 0 1.87% $1.43M
CHEWY INC- CL A 1,100,000 1,100,000 0 1.77% -$4.06M
BIO-TECHNE CORP 501,000 501,000 0 1.75% -$4.39M
PNC FINANCIAL SERVICES GRP INC 114,000 114,000 0 1.61% -$34.20K
CAE INC 896,000 896,000 0 1.48% -$5.31M
INTL PAPER CO 760,000 760,000 0 1.46% -$7.52M
LIGHT & WOND-CDI 270,000 270,000 0 1.43% -$8.73M
ARCHROCK INC 557,000 557,000 0 1.37% $5.10M
RUBRIK INC-A 365,000 365,000 0 1.23% -$1.01M
SERVICE CORP INTERNATIONAL INC 238,000 238,000 0 1.22% $142.80K
SBA COMMUNICATIONS CORP 87,000 87,000 0 1.22% $3.23M
UMB FINANCIAL CORP 135,000 135,000 0 1.08% -$130.95K
FIFTH THIRD BANCORP 335,000 335,000 0 1.08% $180.90K
DIAMONDBACK ENERGY INC 73,000 73,000 0 0.95% $3.04M
INSULET CORP 54,000 54,000 0 0.59% -$4.52M
DOXIMITY INC-A 360,000 360,000 0 0.56% -$4.69M
QXO INC 400,000 400,000 0 0.51% -$844.00K
AXON ENTERPRISE INC 13,200 13,200 0 0.34% -$1.08M

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