Fund Holdings — ARGA Investment Management, LP

Total Portfolio Value
$3.05B
Total Bought
$532.44M
Total Sold
$1.43B
Net Transaction
-$899.79M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
PETROLEO BRASILEIRO-SPON ADR(PBR)18,975,17717,680,229-1,294,948224,856366,86512.05%+142,009
NOKIA CORP-SPON ADR(NOK)7,654,18120,388,202+12,734,02149,523163,9215.38%+114,399
TOTALENERGIES SE(TTE)495,4651,187,329+691,86432,368111,0533.65%+78,685
XP INC - CLASS A(XP)19,900,08720,699,135+799,048325,764394,11212.94%+68,347
COMCAST CORP-CLASS A(CCZ)7,0751,356,984+1,349,90921138,9591.28%+38,748
BROWN-FORMAN CORP-CLASS B(BF-A)01,395,997+1,395,997036,9101.21%+36,910
QUIMICA Y MINERA CHIL-SP ADR(SQM)0263,115+263,115021,2970.70%+21,297
SKYWORKS SOLUTIONS INC(SWKS)0366,179+366,179019,6090.64%+19,609
PATTERSON-UTI ENERGY INC(PTEN)4,012,0913,908,308-103,78324,51442,3271.39%+17,813
OWENS CORNING(OC)0161,642+161,642017,4930.57%+17,493
SONOCO PRODUCTS CO(SON)49,097347,853+298,7562,14318,8150.62%+16,673
DOW INC(DOW)655,050729,463+74,41315,31530,3821.00%+15,067
HALLIBURTON CO(HAL)804,096890,033+85,93722,72434,7021.14%+11,979
SILGAN HOLDINGS INC(SLGN)0307,806+307,806011,9430.39%+11,943
FMC CORP(FMC)55,448661,394+605,94676911,3890.37%+10,620
ARROW ELECTRONICS INC343,667333,265-10,40237,86547,7941.57%+9,928
TAIWAN SEMICONDUCTOR-SP ADR(TSM)668,021621,655-46,366203,005210,0886.90%+7,083
MOHAWK INDUSTRIES INC(MHK)259,764353,433+93,66928,39234,7991.14%+6,407
ALCOA CORP(AA)689,217598,004-91,21336,62539,6661.30%+3,041
AXCELIS TECHNOLOGIES INC18,53441,408+22,8741,4893,8540.13%+2,365
ASTRAZENECA PLC(AZN)011,643+11,64302,2640.07%+2,264
RENAISSANCERE HOLDINGS LTD(RNR)07,614+7,61402,2630.07%+2,263
ICHOR HOLDINGS LTD
SHS
58,39058,39001,0762,7220.09%+1,645
MSC INDUSTRIAL DIRECT CO-A(MSM)017,710+17,71001,6340.05%+1,634
CANADIAN NATURAL RESOURCES(CNQ)145,811134,731-11,0804,9366,5650.22%+1,630
AMBEV SA-ADR(ABEV)597,022967,134+370,1121,4752,8240.09%+1,349
PVH CORP(PVH)4,02821,302+17,2742701,4860.05%+1,216
INTEGER HOLDINGS CORP(ITGR)013,739+13,73901,2090.04%+1,209
POWER SOLUTIONS INTERNATIONA(PSIX)016,238+16,23809890.03%+989
CALIFORNIA RESOURCES CORP(CRC)37,54137,54101,6782,5990.09%+920
STRIDE INC(LRN)010,090+10,09008900.03%+890
CANADIAN NATL RAILWAY CO(CNI)20,24326,801+6,5582,0022,7580.09%+756
LYONDELLBASELL INDU-CL A
SHS - A -
76,41449,926-26,4883,3094,0220.13%+713
ACADIA HEALTHCARE CO INC(ACHC)44,03157,098+13,0676251,3360.04%+711
AVNET INC44,40744,40702,1352,7360.09%+601
CHORD ENERGY CORP(CHRD)11,90011,90001,1031,6920.06%+589
ONTO INNOVATION INC(ONTO)12,29112,29101,9402,5210.08%+580
OLIN CORP(OLN)59,81361,315+1,5021,2461,8230.06%+577
VERMILION ENERGY INC(VET)105,369105,36908771,4520.05%+575
WALKER & DUNLOP INC(WD)18,11335,629+17,5161,0891,5810.05%+492
ULTRA CLEAN HOLDINGS INC(UCTT)06,694+6,69404160.01%+416
FIRST INTERSTATE BANCSYS-A(FIBK)012,411+12,41104150.01%+415
FOX FACTORY HOLDING CORP(FOXF)020,324+20,32403350.01%+335
ACADEMY SPORTS & OUTDOORS IN(ASO)39,31239,31201,9642,2190.07%+255
CAESARS ENTERTAINMENT INC(CZR)73,49973,49901,7191,9430.06%+223
HELIX ENERGY SOLUTIONS GROUP(HLX)59,44159,44103735880.02%+215
CHEMOURS CO/THE(CC)20,15020,15002384440.01%+206
EDGEWELL PERSONAL CARE CO(EPC)09,610+9,61002050.01%+205
OCCIDENTAL PETROLEUM CORP(OXY)03,142+3,14202040.01%+204
JANUS INTERNATIONAL GROUP IN(JBI)034,577+34,57701780.01%+178
BOISE CASCADE CO(BCC)23,73925,212+1,4731,7471,9120.06%+165
JAZZ PHARMACEUTICALS PLC(JAZZ)5,1725,17208799780.03%+99
VISHAY INTERTECHNOLOGY INC(VSH)25,56325,56303704600.02%+90
MICRON TECHNOLOGY INC(MU)719850+1312052870.01%+82
LA-Z-BOY INC(LZB)6,8519,733+2,8822553130.01%+57
SHINHAN FINANCIAL GROUP-ADR(SHG)5,1074,711-3962742890.01%+15
AMERICAN WOODMARK CORP7,3529,644+2,2923963840.01%-12
ORGANON & CO(OGN)20,73520,73501491240.00%-24
BANC OF CALIFORNIA INC(BANC)88,33395,387+7,0541,7041,6770.06%-27
LEGGETT & PLATT INC(LEG)32,42032,42003573200.01%-36
ARTISAN PARTNERS ASSET MA -A(APAM)8,8858,88503623230.01%-39
HERCULES CAPITAL INC(HCXY)11,22311,22302111660.01%-45
ATKORE INC11,40111,40107216720.02%-49
ASSURED GUARANTY LTD(AGO)7,9387,93807136470.02%-67
WEIBO CORP-SPON ADR(WB)52,15652,15605334560.01%-77
AERCAP HOLDINGS NV(AER)15,88916,027+1382,2842,1990.07%-86
DOUGLAS DYNAMICS INC(PLOW)16,38610,193-6,1935354290.01%-106
CARTER'S INC(CRI)15,53010,956-4,5745043920.01%-112
NEWELL BRANDS INC(NWL)30,7000-30,7001140—-114
INMODE LTD(INMD)143,658143,65802,1101,9650.06%-145
ENVISTA HOLDINGS CORP(NVST)46,64433,860-12,7841,0138590.03%-154
MOLINA HEALTHCARE INC(MOH)4,1074,166+597135550.02%-157
AMN HEALTHCARE SERVICES INC45,78229,767-16,0157225460.02%-176
CITIGROUP INC(C)1,8320-1,8322140—-214
NAVIENT CORP(JSM)48,97248,97206374010.01%-236
COLUMBIA BANKING SYSTEM INC(COLB)90,04782,790-7,2572,5172,2710.07%-246
THOR INDUSTRIES INC(THO)12,15512,15501,2489710.03%-277
ROYAL BANK OF CANADA(RY)31,84331,84305,4285,1470.17%-281
CONCENTRIX CORP(CNXC)6,7980-6,7982830—-283
SK TELECOM CO LTD-SPON ADR(SKM)13,9400-13,9402860—-286
TRINET GROUP INC(TNET)4,9780-4,9782940—-294
WARRIOR MET COAL INC(HCC)3,3610-3,3612960—-296
KELLY SERVICES INC -A(KELYA)34,0370-34,0373000—-300
WYNN RESORTS LTD(WYNN)16,22516,22501,9521,6480.05%-305
SLM CORP(SLM)67,47968,100+6211,8261,4580.05%-368
INSPERITY INC(NSP)40,27042,734+2,4641,5591,1560.04%-404
UGI CORP(UGI)28,89217,112-11,7801,0816230.02%-458
INDIVIOR PLC13,1690-13,1694730—-473
KANZHUN LTD - ADR(BZ)67,81367,81301,3829080.03%-474
INVESCO LTD(IVZ)64,79250,321-14,4711,7021,2220.04%-480
JACKSON FINANCIAL INC-A(JXN)11,7885,794-5,9941,2576130.02%-645
VALE SA-SP ADR182,364101,727-80,6372,3761,6180.05%-758
FIRST AMERICAN FINANCIAL(FAF)34,17121,116-13,0552,0991,2730.04%-826
WESCO INTERNATIONAL INC(WCC)12,7688,319-4,4493,1242,2760.07%-847
POLARIS INC(PII)21,5819,364-12,2171,3655100.02%-855
GERDAU SA -SPON ADR(GGB)241,6250-241,6258920—-892
CAPRI HOLDINGS LTD
SHS
153,471153,570+993,7452,7060.09%-1,039
MERCK & CO. INC.(MRK)297,409251,458-45,95131,30530,2480.99%-1,057
KORN FERRY(KFY)25,7327,251-18,4811,6994560.01%-1,242
UBS GROUP AG-REG(UBS)93,21675,301-17,9154,3492,8940.10%-1,455
Page 1 of 2
ARGA Investment Management, LP — 13F Holdings — Q1 2026 | TickerTrail