Fund Holdings — BRANDES INVESTMENT PARTNERS, LP

Total Portfolio Value
$14.13B
Total Bought
$2.17B
Total Sold
$1.06B
Net Transaction
+$1.10B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NICE LTD(NICE)707,2082,229,590+1,522,38279,944245,8371.74%+165,893
GALLAGHER ARTHUR J & CO(AJG)0701,260+701,2600151,8821.07%+151,882
MOHAWK INDS INC(MHK)1,102,5742,618,422+1,515,848120,513257,8111.82%+137,299
EQUIFAX INC(EFX)0747,201+747,2010134,5510.95%+134,551
WESTLAKE CORPORATION(WLK)1,670,3271,842,650+172,323123,505215,2601.52%+91,755
AMDOCS LTD(DOX)2,714,9654,655,087+1,940,122218,583303,7922.15%+85,209
PAPA JOHNS INTL INC(PZZA)371,4092,632,804+2,261,39514,29685,3290.60%+71,034
MOLSON COORS BEVERAGE CO(TAP)107,4791,639,212+1,531,7335,01770,5840.50%+65,567
SHELL PLC(SHEL)2,617,4172,752,755+135,338192,329256,0081.81%+63,679
NATIONAL GRID PLC(NGG)780,4741,312,011+531,53760,372110,9990.79%+50,627
FEDEX CORP(FDX)723,281706,467-16,814208,930251,6341.78%+42,704
TRIP COM GROUP LTD(TCOM)29,900867,912+838,0122,15043,2140.31%+41,064
PFIZER INC(PFE)8,629,1829,107,225+478,043214,867255,7311.81%+40,864
LAMB WESTON HLDGS INC(LW)0942,284+942,284039,8210.28%+39,821
EDGEWELL PERSONAL CARE CO(EPC)6,119,4996,721,077+601,578104,337143,4281.02%+39,090
SANOFI SA(SNY)2,913,2563,723,100+809,844141,177179,3801.27%+38,203
FRESENIUS MEDICAL CARE AG(FMS)01,610,849+1,610,849036,3410.26%+36,341
UNITEDHEALTH GROUP INC(UNH)400,063621,884+221,821132,069168,2791.19%+36,210
PROGRESSIVE CORP(PGR)602,276868,688+266,412137,153172,2111.22%+35,058
HALLIBURTON CO(HAL)7,548,9306,291,344-1,257,586213,333245,3001.74%+31,967
ARLO TECHNOLOGIES INC(ARLO)8,198,70710,218,854+2,020,147114,700145,4141.03%+30,714
SLB LIMITED(SLB)1,943,7612,042,013+98,25274,602104,9390.74%+30,338
INGLES MKTS INC(IMKTA)1,206,6461,252,284+45,63882,716112,5680.80%+29,852
JBS N.V.(JBS)1,678,8362,982,674+1,303,83824,20953,5690.38%+29,360
SAP SE(SAP)229,454465,756+236,30255,74179,7470.56%+24,005
TAKEDA PHARMACEUTICAL CO LTD(TAK)3,881,8824,430,642+548,76060,51982,0560.58%+21,537
WATERS CORP(WAT)069,454+69,454020,6840.15%+20,684
NETGEAR INC(NTGR)1,855,5553,001,669+1,146,11445,51765,5560.46%+20,040
AMERICA MOVIL SAB DE CV(AMX)2,762,8213,015,888+253,06757,10876,8450.54%+19,738
INGREDION INC(INGR)403,503566,205+162,70244,49163,7900.45%+19,299
PETROLEO BRASILEIRO S A
SP ADR NON VTG
5,492,4744,235,628-1,256,84661,90079,4180.56%+17,518
ICON PLC(ICLR)776,7321,435,053+658,321141,538158,8041.12%+17,266
MERCK & CO INC(MRK)2,467,5252,302,562-164,963259,733276,9761.96%+17,244
ARROW ELECTRS INC409,461431,768+22,30745,11561,9210.44%+16,806
TARGET CORP(TGT)547,294573,155+25,86153,49969,4670.49%+15,969
EVERGY INC(EVRG)1,138,5211,186,371+47,85082,53297,1880.69%+14,656
PRESTIGE CONSMR HEALTHCARE I(PBH)606,737854,119+247,38237,43050,6240.36%+13,194
GRAHAM CORP(GHM)1,247,0331,170,981-76,05280,09792,4140.65%+12,317
NETEASE COM INC(NTES)0109,401+109,401012,2470.09%+12,247
AUTOZONE INC(AZO)11,41715,044+3,62738,74750,8420.36%+12,094
ALLISON TRANSMISSION HLDGS I(ALSN)476,471500,894+24,42346,64758,6360.41%+11,988
TELEFONICA BRASIL SA(VIV)2,277,4272,450,386+172,95927,01038,9860.28%+11,976
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)1,414,3681,485,532+71,16473,94385,5370.61%+11,594
AMBEV SA(ABEV)22,600,12423,075,673+475,54955,82267,3810.48%+11,559
KASPI KZ JSC(KSPI)558,071744,099+186,02843,60255,1160.39%+11,513
DIAGEO PLC(DEO)301,596501,973+200,37726,02037,3730.26%+11,353
CHEVRON CORPORATION(CVX)584,604483,160-101,44489,10099,9670.71%+10,867
TOTALENERGIES SE(TTE)828,232693,857-134,37554,07764,7270.46%+10,649
TEXTRON INC(TXT)2,735,0472,840,753+105,706238,415248,7371.76%+10,322
INTERNATIONAL FLAVORS&FRAGRA(IFF)1,043,3521,105,503+62,15170,31280,2050.57%+9,893
MINERALS TECHNOLOGIES INC(MTX)819,908840,959+21,05149,97359,6410.42%+9,667
LABCORP HOLDINGS INC(LH)222,911245,306+22,39555,92665,4520.46%+9,526
THE CIGNA GROUP(CI)944,2621,008,869+64,607259,892269,1191.90%+9,227
TAIWAN SEMICONDUCTOR MANUFAC(TSM)181,617190,238+8,62155,19664,2990.46%+9,102
WORLD KINECT CORPORATION(WKC)3,845,7504,289,840+444,09090,10698,9670.70%+8,861
UTAH MED PRODS INC(UTMD)351,322449,279+97,95719,66027,8510.20%+8,191
AMERICAN OUTDOOR BRANDS INC(AOUT)1,887,6452,428,930+541,28514,59122,6860.16%+8,095
PARK AEROSPACE CORP(PKE)3,191,4112,782,337-409,07468,10576,1800.54%+8,076
KONINKLIJKE PHILIPS N V(PHG)1,725,9971,988,923+262,92646,74054,4970.39%+7,757
MSC INDL DIRECT INC(MSM)319,034372,515+53,48126,83134,3720.24%+7,541
KENVUE INC(KVUE)3,094,6483,484,968+390,32053,38360,0810.43%+6,698
EMBRAER S.A.(EMBJ)5,155,7395,703,945+548,206331,876338,4742.40%+6,598
ORION GROUP HLDGS INC(ORN)5,010,1935,159,835+149,64249,80156,2420.40%+6,441
SCOTTS MIRACLE-GRO CO(SMG)737,546808,807+71,26143,03649,1840.35%+6,148
ARCH CAP GROUP LTD
ORD
1,710,5651,772,372+61,807164,078170,1311.20%+6,053
SONOCO PRODS CO(SON)368,464403,630+35,16616,08021,8320.15%+5,753
COMCAST CORP NEW(CCZ)5,994,4216,429,738+435,317179,173184,5981.31%+5,425
ENTERGY CORP NEW(ETR)394,372370,712-23,66036,45241,6540.29%+5,202
CNH INDL N V
SHS
2,704,5812,720,192+15,61124,93629,9220.21%+4,986
COPA HOLDINGS SA(CPA)654,255736,228+81,97378,91083,6430.59%+4,733
FOSTER L B CO(FSTR)1,360,4151,481,323+120,90836,66341,3290.29%+4,666
EMERSON ELEC CO(EMR)908,082953,506+45,424120,522124,9300.88%+4,408
TELEFLEX INCORPORATED(TFX)033,109+33,10903,9600.03%+3,960
SMITH & NEPHEW PLC(SNN)1,181,1831,342,198+161,01538,75542,6560.30%+3,901
MOVADO GROUP INC(MOV)704,036739,192+35,15614,51718,0510.13%+3,534
TYSON FOODS INC(TSN)051,203+51,20303,2810.02%+3,281
SCHOLASTIC CORP(SCHL)279,686291,888+12,2028,28711,4010.08%+3,114
PNC FINL SVCS GROUP INC(PNC)797,827814,000+16,173166,533169,3881.20%+2,855
ENEL CHILE SA(ENIC)5,270,7486,009,907+739,15921,18823,6790.17%+2,491
TRANSUNION(TRU)034,305+34,30502,3740.02%+2,374
CONAGRA BRANDS INC(CAG)0148,610+148,61002,3360.02%+2,336
GRIFOLS S A(GRFS)30,954,22336,333,714+5,379,491289,422291,3962.06%+1,974
HONDA MOTOR CO LTD(HMC)953,0811,229,723+276,64228,09729,8950.21%+1,798
CITIGROUP INC(C)2,361,0322,444,489+83,457275,510277,2311.96%+1,721
SYSCO CORP(SYY)857,140905,717+48,57763,16364,6050.46%+1,442
CENTRAL GARDEN & PET CO(CENT)85,299119,994+34,6952,4903,8900.03%+1,400
TIM S A(TIMB)149,702160,786+11,0842,9124,2590.03%+1,348
FLEXTRONICS INTL LTD(FLEX)801,904757,115-44,78948,45149,5610.35%+1,110
DENTSPLY SIRONA INC(XRAY)856,878939,106+82,2289,79410,8940.08%+1,100
ZIMMER BIOMET HOLDINGS INC(ZBH)48,86359,440+10,5774,3945,3750.04%+981
GLOBANT S A
COM
2,400,7323,424,400+1,023,668156,936157,8991.12%+963
HURCO CO(HURC)505,717591,406+85,6897,8138,7000.06%+886
AVNET INC32,85737,755+4,8981,5802,3260.02%+747
HEARTLAND EXPRESS INC(HTLD)244,424276,427+32,0032,2072,8750.02%+668
F5 INC(FFIV)12,11112,928+8173,0913,7400.03%+649
AGCO CORP21,67724,922+3,2452,2612,8880.02%+626
MARZETTI COMPANY(MZTI)11,00017,317+6,3171,8092,3950.02%+587
CITIZENS FINL GROUP INC(CFG)68,00176,001+8,0003,9724,5580.03%+586
THE CAMPBELLS COMPANY(CPB)112,984167,214+54,2303,1493,7240.03%+575
UNITED THERAPEUTICS CORP DEL(UTHR)4,0444,281+2371,9702,5390.02%+568
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BRANDES INVESTMENT PARTNERS, LP — 13F Holdings — Q1 2026 | TickerTrail