Fund HoldingsBRANDES INVESTMENT PARTNERS, LP

Total Portfolio Value
$9.83B
Total Bought
$1.37B
Total Sold
$475.67M
Net Transaction
+$892.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SHELL PLC(SHEL)02,496,095+2,496,0950182,9141.86%+182,914
MILLICOM INTL CELLULAR S A
COM STK
06,462,857+6,462,8570195,6311.99%+195,631
UWM HOLDINGS CORP(UWMC)012,228,813+12,228,813066,7690.68%+66,769
NUTRIEN LTD(NTR)96,4211,202,677+1,106,2564,31559,7370.61%+55,422
UNITEDHEALTH GROUP INC(UNH)099,868+99,868052,3060.53%+52,306
THE CIGNA GROUP(CI)0671,475+671,4750220,9152.25%+220,915
CVS HEALTH CORP(CVS)01,700,002+1,700,0020115,1751.17%+115,175
KENNAMETAL INC(KMT)04,916,026+4,916,0260104,7111.06%+104,711
WESTLAKE CORPORATION(WLK)0421,020+421,020042,1150.43%+42,115
ARCH CAP GROUP LTD
ORD
1,083,3951,421,049+337,654100,052136,6761.39%+36,625
EDGEWELL PERS CARE CO(EPC)2,041,6653,284,437+1,242,77268,600102,5071.04%+33,907
CEMEX SAB DE CV(CX)24,233,83530,310,346+6,076,511136,679170,0411.73%+33,362
GRIFOLS S A(GRFS)025,741,348+25,741,3480183,0211.86%+183,021
INNOVEX INTERNATIONAL INC(INVX)6,304,0686,549,739+245,67188,068117,6331.20%+29,565
PREMIER INC842,3262,439,285+1,596,95917,85747,0290.48%+29,172
MOHAWK INDS INC(MHK)0824,702+824,702094,1650.96%+94,165
SEALED AIR CORP NEW552,7061,467,642+914,93618,69842,4150.43%+23,717
LKQ CORP(LKQ)1,467,8221,784,997+317,17553,94275,9340.77%+21,991
AVADEL PHARMACEUTICALS PLC2,173,1395,667,175+3,494,03622,84044,3740.45%+21,534
AMBEV SA(ABEV)020,934,088+20,934,088048,7760.50%+48,776
TEXTRON INC(TXT)1,859,7032,263,449+403,746142,249163,5341.66%+21,285
OPEN TEXT CORP(OTEX)4,504,1395,862,278+1,358,139127,557148,0811.51%+20,524
SANOFI(SNY)02,275,677+2,275,6770126,2091.28%+126,209
HCA HEALTHCARE INC(HCA)0373,739+373,7390129,1451.31%+129,145
CORTEVA INC(CTVA)02,945,480+2,945,4800185,3591.89%+185,359
CARDINAL HEALTH INC(CAH)987,277988,067+790116,765136,1261.38%+19,361
GSK PLC(GSK)1,361,2091,679,888+318,67946,03665,0790.66%+19,043
INGLES MKTS INC(IMKTA)533,982814,229+280,24734,41053,0310.54%+18,621
MCKESSON CORP(MCK)356,924329,048-27,876203,415221,4462.25%+18,031
EVERGY INC(EVRG)904,1801,065,555+161,37555,65273,4700.75%+17,818
ALIBABA GROUP HLDG LTD(BABA)0553,653+553,653073,2090.74%+73,209
AMDOCS LTD(DOX)02,301,223+2,301,2230210,5622.14%+210,562
MSC INDL DIRECT INC(MSM)0247,573+247,573019,2290.20%+19,229
COMCAST CORP NEW(CCZ)05,522,938+5,522,9380203,7962.07%+203,796
AMERICAN INTL GROUP INC01,466,602+1,466,6020127,5061.30%+127,506
BERKLEY W R CORP1,103,6581,094,611-9,04764,58677,8920.79%+13,306
STMICROELECTRONICS N V(STM)623,5291,266,925+643,39615,57027,8220.28%+12,252
TOTALENERGIES SE(TTE)0647,281+647,281041,8730.43%+41,873
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
03,357,293+3,357,293043,7790.45%+43,779
TAKEDA PHARMACEUTICAL CO LTD(TAK)03,504,142+3,504,142052,1070.53%+52,107
MERCK & CO INC(MRK)01,816,250+1,816,2500163,0271.66%+163,027
SYSCO CORP(SYY)635,102786,661+151,55948,56059,0310.60%+10,471
SMITH & NEPHEW PLC(SNN)01,540,622+1,540,622043,7070.44%+43,707
COPA HOLDINGS SA(CPA)561,901643,873+81,97249,38059,5320.61%+10,153
JOHNSON & JOHNSON(JNJ)396,932402,263+5,33157,40466,7110.68%+9,307
SS&C TECHNOLOGIES HLDGS INC(SSNC)961,149980,705+19,55672,83681,9180.83%+9,082
AMERICA MOVIL SAB DE CV(AMX)02,973,652+2,973,652042,2850.43%+42,285
TELEFONICA BRASIL SA(VIV)03,361,595+3,361,595029,3130.30%+29,313
HEXCEL CORP NEW(HXL)1,304,6691,637,119+332,45081,80389,6490.91%+7,846
PAPA JOHNS INTL INC0185,785+185,78507,6320.08%+7,632
ELANCO ANIMAL HEALTH INC(ELAN)5,731,1807,279,421+1,548,24169,40576,4340.78%+7,029
KENVUE INC(KVUE)02,900,415+2,900,415069,5520.71%+69,552
HONDA MOTOR LTD(HMC)570,169808,624+238,45516,27821,9380.22%+5,660
HANESBRANDS INC5,147,1948,218,049+3,070,85541,89847,4180.48%+5,520
BERKSHIRE HATHAWAY INC DEL72,74672,014-73232,97438,3530.39%+5,379
NOVARTIS AG(NVS)0225,007+225,007025,0840.26%+25,084
SCHLUMBERGER LTD(SLB)1,029,0341,045,796+16,76239,45343,7140.44%+4,261
MICRON TECHNOLOGY INC(MU)01,289,030+1,289,0300112,0041.14%+112,004
WILLIS TOWERS WATSON PLC LTD(WTW)283,543274,897-8,64688,81792,9010.94%+4,084
ENI S P A(E)606,769666,998+60,22916,60120,6300.21%+4,029
UNIFIRST CORP MASS(UNF)31,00152,292+21,2915,3049,0990.09%+3,795
ZTO EXPRESS CAYMAN INC(ZTO)02,548,302+2,548,302050,5580.51%+50,558
UTAH MED PRODS INC162,969242,249+79,28010,01813,5760.14%+3,558
TIMKEN CO(TKR)65,066111,947+46,8814,6448,0460.08%+3,402
LENSAR INC489,318544,687+55,3694,3757,6910.08%+3,316
ENEL CHILE S.A.(ENIC)5,707,7536,000,990+293,23716,43819,6230.20%+3,185
MINERALS TECHNOLOGIES INC(MTX)47,864100,339+52,4753,6486,3790.06%+2,731
WORLD KINECT CORPORATION(WKC)02,622,223+2,622,223074,3660.76%+74,366
QORVO INC(QRVO)0323,720+323,720023,4410.24%+23,441
KONINKLIJKE PHILIPS N V(PHG)0992,203+992,203025,2020.26%+25,202
PARK AEROSPACE CORP(PKE)2,524,5032,883,348+358,84536,98438,7810.39%+1,797
P T TELEKOMUNIKASI INDONESIA(TLK)45,086165,421+120,3357422,4430.02%+1,702
SCOTTS MIRACLE-GRO CO(SMG)0139,371+139,37107,6500.08%+7,650
EAGLE BANCORP MONT INC220,349275,078+54,7293,3784,6100.05%+1,232
INTERPUBLIC GROUP COS INC0234,214+234,21406,3610.06%+6,361
NATIONAL BANKSHARES INC VA169,584227,607+58,0234,8696,0610.06%+1,192
HOLOGIC INC016,826+16,82601,0390.01%+1,039
MOLSON COORS BEVERAGE CO(TAP)079,621+79,62104,8470.05%+4,847
TIM S A(TIMB)144,814154,019+9,2051,7032,4100.02%+707
PFIZER INC(PFE)6,708,1647,050,072+341,908177,968178,6491.82%+681
GENERAL DYNAMICS CORP(GD)052,376+52,376014,2770.15%+14,277
HEARTLAND EXPRESS INC(HTLD)096,780+96,78008920.01%+892
SHINHAN FINANCIAL GROUP CO L(SHG)0495,527+495,527015,8970.16%+15,897
F5 INC(FFIV)013,828+13,82803,6820.04%+3,682
NETEASE INC(NTES)24,80824,977+1692,2132,5710.03%+357
FOMENTO ECONOMICO MEXICANO S(FMX)22,18922,715+5261,8972,2170.02%+320
WEIS MKTS INC(WMK)10,94513,511+2,5667411,0410.01%+300
OLD REP INTL CORP(ORI)28,79033,952+5,1621,0421,3320.01%+290
ZIMMER BIOMET HOLDINGS INC(ZBH)8,11810,061+1,9438581,1390.01%+281
CITIZENS FINL GROUP INC(CFG)39,26848,173+8,9051,7181,9740.02%+255
SEABOARD CORP DEL(SEB)330387+578021,0440.01%+242
SENSIENT TECHNOLOGIES CORP(SXT)013,935+13,93501,0370.01%+1,037
RESOURCES CONNECTION INC0552,208+552,20803,6110.04%+3,611
SEI INVTS CO(SEIC)17,61021,588+3,9781,4521,6760.02%+223
ORGANON & CO(OGN)0224,942+224,94203,3490.03%+3,349
CNA FINL CORP(CNA)017,598+17,59808940.01%+894
LANCASTER COLONY CORP(MZTI)4,4275,458+1,0317669550.01%+189
AGCO CORP9,17611,275+2,0998581,0440.01%+186
HEALTHCARE SVCS GROUP INC(HCSG)1,459,1251,698,583+239,45816,94817,1220.17%+174
SONOCO PRODS CO(SON)17,57921,549+3,9708591,0180.01%+159
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