Fund Holdings — BRANDES INVESTMENT PARTNERS, LP

Total Portfolio Value
$12.47B
Total Bought
$1.85B
Total Sold
$567.65M
Net Transaction
+$1.28B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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GLOBANT S A
COM
02,309,000+2,309,0000132,4911.06%+132,491
EPAM SYS INC(EPAM)7,722822,550+814,8281,365124,0340.99%+122,669
ICON PLC(ICLR)207,533755,660+548,12730,187132,2431.06%+102,056
OPEN TEXT CORP(OTEX)8,368,3368,999,391+631,055244,356336,3982.70%+92,042
UNITEDHEALTH GROUP INC(UNH)139,416373,112+233,69643,497128,8391.03%+85,343
HANESBRANDS INC12,423,15219,338,869+6,915,71756,898127,4431.02%+70,545
BECTON DICKINSON & CO(BDX)871,1101,152,603+281,493150,051215,7351.73%+65,684
MERCK & CO INC(MRK)1,912,2282,422,667+510,439151,373203,3351.63%+51,963
HALLIBURTON CO(HAL)6,625,6687,446,925+821,257135,031183,1951.47%+48,163
INTERNATIONAL FLAVORS&FRAGRA(IFF)58,275823,636+765,3614,28650,6870.41%+46,401
ALIBABA GROUP HLDG LTD(BABA)633,732657,221+23,48971,873117,4680.94%+45,595
GRIFOLS S A(GRFS)28,035,46129,115,496+1,080,035253,441289,9902.33%+36,550
MILLICOM INTL CELLULAR S A
COM STK
6,624,7185,835,307-789,411248,228283,2462.27%+35,018
KASPI KZ JSC(KSPI)0407,732+407,732033,3040.27%+33,304
INNOVEX INTERNATIONAL INC(INVX)7,054,6747,657,368+602,694110,194141,9681.14%+31,774
HCA HEALTHCARE INC(HCA)365,689401,056+35,367140,099170,9341.37%+30,835
ALPHABET INC(GOOG)398,576410,345+11,76970,24299,7550.80%+29,514
CITIGROUP INC(C)2,780,6512,620,917-159,734236,690266,0242.13%+29,334
KENNAMETAL INC(KMT)8,154,11910,326,140+2,172,021187,219216,1261.73%+28,908
BANK AMERICA CORP4,863,5754,991,025+127,450230,145257,4872.06%+27,343
MOHAWK INDS INC(MHK)870,778915,925+45,14791,294118,0830.95%+26,789
AVADEL PHARMACEUTICALS PLC6,487,6425,444,803-1,042,83957,41683,1420.67%+25,727
TEXTRON INC(TXT)2,714,4662,867,663+153,197217,945242,2901.94%+24,344
FEDEX CORP(FDX)658,807728,871+70,064149,756171,8781.38%+22,122
WELLS FARGO CO NEW(WFC)2,788,3722,921,669+133,297223,405244,8951.96%+21,490
SEALED AIR CORP NEW(SDA)1,908,7822,275,814+367,03259,23080,4500.65%+21,221
INGLES MKTS INC(IMKTA)948,6271,160,377+211,75060,12480,7160.65%+20,592
PNC FINL SVCS GROUP INC(PNC)739,521784,152+44,631137,864157,5621.26%+19,698
PFIZER INC(PFE)8,042,7098,412,771+370,062194,955214,3581.72%+19,402
HEXCEL CORP NEW(HXL)2,440,2422,498,697+58,455137,850156,6691.26%+18,819
PARK AEROSPACE CORP(PKE)3,001,7323,084,180+82,44844,33662,7320.50%+18,397
PRESTIGE CONSMR HEALTHCARE I(PBH)18,085313,993+295,9081,44419,5930.16%+18,149
WILLIS TOWERS WATSON PLC LTD(WTW)233,830259,612+25,78271,67189,6860.72%+18,014
CVS HEALTH CORP(CVS)1,723,9981,799,482+75,484118,922135,6641.09%+16,742
THE CIGNA GROUP(CI)674,759828,405+153,646223,066238,7911.91%+15,726
JOHNSON & JOHNSON(JNJ)410,765421,050+10,28562,74578,0720.63%+15,327
MOOG INC(MOG-A)313,641346,726+33,08556,76072,0050.58%+15,245
ALPHABET INC(GOOG)401,225350,133-51,09271,17485,2760.68%+14,102
SS&C TECHNOLOGIES HLDGS INC(SSNC)930,7481,026,499+95,75177,06691,1130.73%+14,046
SAP SE(SAP)74,013134,757+60,74422,51136,0120.29%+13,501
SANOFI SA(SNY)2,483,7672,822,971+339,204119,992133,2451.07%+13,253
GSK PLC(GSK)1,767,4351,868,004+100,56967,87080,6240.65%+12,754
MCKESSON CORP(MCK)177,220184,441+7,221129,871142,4971.14%+12,626
MINERALS TECHNOLOGIES INC(MTX)538,073666,958+128,88529,63241,4310.33%+11,800
AMERICA MOVIL SAB DE CV(AMX)3,047,7203,134,710+86,99054,67665,8290.53%+11,153
CAE INC(CAE)14,803,10614,989,914+186,808433,287444,3023.56%+11,014
UNIFIRST CORP MASS(UNF)66,783139,200+72,41712,57023,2730.19%+10,703
OMNICOM GROUP INC(OMC)717,946763,870+45,92451,64962,2790.50%+10,629
STATE STR CORP(STT)514,510561,627+47,11754,71465,1550.52%+10,441
FOSTER L B CO(FSTR)1,179,0151,340,044+161,02925,78536,1140.29%+10,329
NUTRIEN LTD(NTR)1,626,3951,787,995+161,60094,722104,9740.84%+10,252
GRAHAM CORP(GHM)1,316,5351,372,218+55,68365,18275,3350.60%+10,153
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
4,510,5195,258,639+748,12052,05162,1570.50%+10,106
LABCORP HOLDINGS INC(LH)205,647223,263+17,61653,98664,0920.51%+10,106
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)902,6691,259,843+357,17439,92549,7770.40%+9,851
EVERGY INC(EVRG)1,076,1401,103,754+27,61474,17983,9080.67%+9,729
WESTLAKE CORPORATION(WLK)1,456,8711,548,694+91,823110,621119,3430.96%+8,722
NETGEAR INC(NTGR)1,594,2111,675,260+81,04946,34454,2620.44%+7,918
ENTERGY CORP NEW(ETR)340,972387,769+46,79728,34236,1370.29%+7,795
KONINKLIJKE PHILIPS N V(PHG)1,530,9181,618,641+87,72336,71244,1240.35%+7,413
MOVADO GROUP INC(MOV)363,296666,449+303,1535,54012,6430.10%+7,102
ARLO TECHNOLOGIES INC(ARLO)6,005,5626,426,644+421,082101,854108,9320.87%+7,077
SYSCO CORP(SYY)806,944824,962+18,01861,11867,9280.54%+6,809
TIMKEN CO(TKR)513,641585,878+72,23737,26544,0460.35%+6,782
SONOCO PRODS CO(SON)25,874174,782+148,9081,1277,5310.06%+6,404
EMERSON ELEC CO(EMR)884,967945,148+60,181117,994123,9860.99%+5,992
SHELL PLC(SHEL)2,527,5972,570,622+43,025177,969183,8781.47%+5,909
UTAH MED PRODS INC(UTMD)271,322337,930+66,60815,44421,2790.17%+5,836
COPA HOLDINGS SA(CPA)631,943632,129+18669,49575,1100.60%+5,615
FISERV INC(FISV)1,166,0091,602,704+436,695201,034206,6381.66%+5,604
ARCH CAP GROUP LTD
ORD
1,443,3201,506,483+63,163131,415136,6841.10%+5,269
SCHOLASTIC CORP(SCHL)97,149262,279+165,1302,0387,1810.06%+5,143
TOTALENERGIES SE(TTE)662,773766,340+103,56740,68845,7440.37%+5,055
BRADY CORP(BRC)22,30378,391+56,0881,5166,1170.05%+4,601
AMDOCS LTD(DOX)2,328,8042,640,721+311,917212,481216,6721.74%+4,191
CHEVRON CORP NEW(CVX)687,909660,914-26,99598,503102,6340.82%+4,132
TARGET CORP(TGT)403,675488,772+85,09739,82343,8440.35%+4,020
ELANCO ANIMAL HEALTH INC(ELAN)8,100,3225,939,517-2,160,805115,673119,6220.96%+3,949
RESOURCES CONNECTION INC(RGP)590,4001,399,276+808,8763,1707,0660.06%+3,896
HONDA MOTOR LTD(HMC)847,314896,042+48,72824,42827,5980.22%+3,170
SCHLUMBERGER LTD(SLB)1,439,0891,503,924+64,83548,64151,6900.41%+3,049
TRUIST FINL CORP(TFC)760,426781,602+21,17632,69135,7350.29%+3,044
QORVO INC(QRVO)334,947344,713+9,76628,44131,3970.25%+2,956
ENI S P A(E)702,770736,457+33,68722,78425,7400.21%+2,955
CNH INDL N V
SHS
1,125,2871,613,465+488,17814,58417,5060.14%+2,922
NOVARTIS AG(NVS)239,282247,875+8,59328,95731,7890.25%+2,832
MITSUBISHI UFJ FINL GROUP IN(MUFG)907,346951,620+44,27412,44915,1690.12%+2,720
HEALTHCARE SVCS GROUP INC(HCSG)614,112707,646+93,5349,23011,9100.10%+2,680
STMICROELECTRONICS N V(STM)1,122,2951,301,857+179,56234,12936,7910.30%+2,661
AMERICAN OUTDOOR BRANDS INC(AOUT)1,219,7981,770,674+550,87612,74715,3690.12%+2,623
JPMORGAN CHASE & CO.(JPM)213,684204,354-9,33061,95164,4610.52%+2,510
PEDIATRIX MEDICAL GROUP INC(MD)565,212630,711+65,4998,11110,5640.08%+2,454
KENVUE INC(KVUE)1,798,3332,461,745+663,41237,63939,9540.32%+2,315
IQVIA HLDGS INC(IQV)18,48927,469+8,9802,9145,2170.04%+2,304
ENEL CHILE S.A.(ENIC)4,900,2275,149,843+249,61617,78820,0330.16%+2,245
LENSAR INC(LNSR)563,581777,703+214,1227,4229,6050.08%+2,182
IPG PHOTONICS CORP(IPGP)133,592141,112+7,5209,17111,1750.09%+2,004
ORION GROUP HLDGS INC(ORN)4,324,5894,953,530+628,94139,22441,2130.33%+1,989
NATIONAL BANKSHARES INC VA(NKSH)177,826231,807+53,9814,8376,8240.05%+1,988
ONEMAIN HLDGS INC(OMF)1,874,8631,927,307+52,444106,868108,8160.87%+1,949
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BRANDES INVESTMENT PARTNERS, LP — 13F Holdings — Q3 2025 | TickerTrail