Fund Holdings — ARGA Investment Management, LP

Total Portfolio Value
$3.77B
Total Bought
$936.92M
Total Sold
$860.07M
Net Transaction
+$76.86M
Filing Period:
Securities
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SharesValue ($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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XP INC - CLASS A(XP)09,080,037+9,080,0370170,6144.52%+170,614
GLOBANT SA
COM
14,5172,057,594+2,043,0771,319118,0653.13%+116,746
PETROLEO BRASILEIRO-SPON ADR(PBR)11,036,11018,808,705+7,772,595138,062238,1186.31%+100,056
ELEVANCE HEALTH INC(ELV)0265,470+265,470085,7792.27%+85,779
MAGNA INTERNATIONAL INC(MGA)3,114,3864,148,133+1,033,747120,366196,5575.21%+76,191
MOHAWK INDUSTRIES INC(MHK)30,392488,741+458,3493,18663,0081.67%+59,822
HUMANA INC(HUM)53,991221,917+167,92613,20057,7361.53%+44,536
BAIDU INC - SPON ADR0303,687+303,687040,0171.06%+40,017
HALLIBURTON CO(HAL)01,505,260+1,505,260037,0290.98%+37,029
TAIWAN SEMICONDUCTOR-SP ADR(TSM)668,186668,052-134151,337186,5804.95%+35,243
CREDICORP LTD(BAP)689,509698,267+8,758154,119185,9354.93%+31,815
ALIBABA GROUP HOLDING-SP ADR(BABA)452,851452,851051,35880,9382.15%+29,580
CENTENE CORP(CNC)0602,172+602,172021,4850.57%+21,485
BANK OF AMERICA CORP373,288744,228+370,94017,66438,3951.02%+20,731
BATH & BODY WORKS INC0621,078+621,078015,9990.42%+15,999
MELCO RESORTS & ENTERT-ADR(MLCO)29,813,59825,194,785-4,618,813215,552231,0366.13%+15,484
ZIMMER BIOMET HOLDINGS INC(ZBH)0154,539+154,539015,2220.40%+15,222
T ROWE PRICE GROUP INC(TROW)477,161568,567+91,40646,04658,3581.55%+12,312
DOW INC(DOW)50,517233,811+183,2941,3385,3610.14%+4,024
CANADIAN NATURAL RESOURCES(CNQ)0120,612+120,61203,8550.10%+3,855
AERCAP HOLDINGS NV(AER)10,02031,140+21,1201,1723,7680.10%+2,596
AMBEV SA-ADR(ABEV)01,109,966+1,109,96602,4750.07%+2,475
SONOCO PRODUCTS CO(SON)049,097+49,09702,1160.06%+2,116
VALE SA-SP ADR0182,364+182,36401,9800.05%+1,980
ACADEMY SPORTS & OUTDOORS IN(ASO)039,158+39,15801,9590.05%+1,959
AVNET INC8,75744,407+35,6504652,3220.06%+1,857
BANC OF CALIFORNIA INC(BANC)0104,550+104,55001,7300.05%+1,730
INMODE LTD(INMD)31,571143,658+112,0874562,1410.06%+1,685
BOISE CASCADE CO(BCC)019,389+19,38901,4990.04%+1,499
JANUS HENDERSON GROUP PLC32,05961,127+29,0681,2452,7210.07%+1,476
LIBERTY GLOBAL LTD-A(LBTYA)1,506,6911,439,359-67,33215,08216,4950.44%+1,413
RENAISSANCERE HOLDINGS LTD(RNR)5,93510,979+5,0441,4422,7880.07%+1,346
JACKSON FINANCIAL INC-A(JXN)011,788+11,78801,1930.03%+1,193
GLOBAL SHIP LEASE INC-CL A
COM CL A
18,34453,602+35,2584831,6460.04%+1,163
LYONDELLBASELL INDU-CL A
SHS - A -
11,81436,817+25,0036841,8060.05%+1,122
ACADIA HEALTHCARE CO INC(ACHC)044,031+44,03101,0900.03%+1,090
SLM CORP(SLM)18,11658,266+40,1505941,6130.04%+1,019
WALKER & DUNLOP INC(WD)7,20518,113+10,9085081,5150.04%+1,007
ENVISTA HOLDINGS CORP(NVST)046,644+46,64409500.03%+950
AMN HEALTHCARE SERVICES INC045,782+45,78208860.02%+886
WEIBO CORP-SPON ADR(WB)052,156+52,15606470.02%+647
AXCELIS TECHNOLOGIES INC18,53418,53401,2921,8100.05%+518
VERMILION ENERGY INC(VET)44,097105,369+61,2723228230.02%+501
ROYAL BANK OF CANADA(RY)31,68431,68404,1754,6700.12%+495
ONTO INNOVATION INC(ONTO)12,29112,29101,2411,5880.04%+348
INDIVIOR PLC013,169+13,16903180.01%+318
OLIN CORP(OLN)59,81360,359+5461,2021,5080.04%+307
LEGGETT & PLATT INC(LEG)032,420+32,42002880.01%+288
VICTORIA'S SECRET & CO(VSXY)87,64870,223-17,4251,6231,9060.05%+283
CALIFORNIA RESOURCES CORP(CRC)37,54137,54101,7141,9960.05%+282
ORGANON & CO(OGN)020,735+20,73502210.01%+221
THOR INDUSTRIES INC(THO)14,42214,42201,2811,4950.04%+215
COLUMBIA BANKING SYSTEM INC(COLB)90,04790,04702,1052,3180.06%+213
HERCULES CAPITAL INC(HCXY)011,223+11,22302120.01%+212
GERDAU SA -SPON ADR(GGB)226,447252,387+25,9406617820.02%+121
ATKORE INC8,66511,401+2,7366117150.02%+104
AMERICAN WOODMARK CORP7,3527,35203924910.01%+98
FIRST AMERICAN FINANCIAL(FAF)34,17134,17102,0982,1950.06%+97
ASSURED GUARANTY LTD(AGO)6,8527,938+1,0865976720.02%+75
ICHOR HOLDINGS LTD
SHS
48,76558,390+9,6259581,0230.03%+65
SIGNET JEWELERS LTD
SHS
3,6223,62202883470.01%+59
PVH CORP(PVH)3,6193,61902483030.01%+55
WARRIOR MET COAL INC(HCC)6,0135,038-9752763210.01%+45
CHORD ENERGY CORP(CHRD)11,90011,90001,1531,1830.03%+30
DOUGLAS DYNAMICS INC(PLOW)16,38616,38604835120.01%+29
HELIX ENERGY SOLUTIONS GROUP(HLX)60,13259,441-6913753900.01%+15
ARTISAN PARTNERS ASSET MA -A(APAM)8,8858,88503943860.01%-8
VISHAY INTERTECHNOLOGY INC(VSH)25,56325,56304063910.01%-15
STEWART INFORMATION SERVICES(STC)4,9954,180-8153253060.01%-19
LA-Z-BOY INC(LZB)6,8516,85102552350.01%-20
SK TELECOM CO LTD-SPON ADR(SKM)13,94013,94003253010.01%-24
KENNAMETAL INC(KMT)12,25912,25902812570.01%-25
CARTER'S INC(CRI)15,53015,53004684380.01%-30
SHINHAN FINANCIAL GROUP-ADR(SHG)16,20013,727-2,4737326910.02%-40
KORN FERRY(KFY)26,78627,422+6361,9641,9190.05%-45
CONCENTRIX CORP(CNXC)6,7986,79803593140.01%-46
NAVIENT CORP(JSM)48,97248,97206916440.02%-47
POLARIS INC(PII)39,20326,346-12,8571,5941,5310.04%-62
CAESARS ENTERTAINMENT INC(CZR)56,56356,56301,6061,5290.04%-77
INVESCO LTD(IVZ)103,99866,425-37,5731,6401,5240.04%-116
STEELCASE INC-CL A15,8040-15,8041650—-165
ON SEMICONDUCTOR(ON)4,3710-4,3712290—-229
HORACE MANN EDUCATORS(HMN)5,7480-5,7482470—-247
WYNN RESORTS LTD(WYNN)25,51416,225-9,2892,3902,0810.06%-309
JAZZ PHARMACEUTICALS PLC(JAZZ)10,0285,172-4,8561,0646820.02%-383
TRIMAS CORP(TRS)13,7100-13,7103920—-392
ASSOCIATED BANC-CORP17,3740-17,3744240—-424
AMERIS BANCORP(ABCB)7,5360-7,5364880—-488
OPENLANE INC(OPLN)20,0620-20,0624910—-491
REYNOLDS CONSUMER PRODUCTS I(REYN)24,1350-24,1355170—-517
BIOGEN INC(BIIB)4,1330-4,1335190—-519
CHEMOURS CO/THE(CC)76,82120,150-56,6718803190.01%-560
NEWELL BRANDS INC(NWL)199,46390,754-108,7091,0774760.01%-602
CAPRI HOLDINGS LTD
SHS
215,274159,531-55,7433,8103,1780.08%-632
COGNIZANT TECH SOLUTIONS-A(CTSH)129,398140,871+11,47310,0979,4480.25%-649
TAPESTRY INC(TPR)8,0440-8,0447060—-706
KELLY SERVICES INC -A(KELYA)106,40334,037-72,3661,2464470.01%-799
THE CIGNA GROUP(CI)2,6990-2,6998920—-892
ENTERGY CORP(ETR)10,8140-10,8148990—-899
AMDOCS LTD(DOX)9,9490-9,9499080—-908
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ARGA Investment Management, LP — 13F Holdings — Q3 2025 | TickerTrail