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BRANDES INVESTMENT PARTNERS, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BRANDES INVESTMENT PARTNERS, LP
报告期 2026-03-31 · CIK 0001015079
持仓数
186
前50大市值合计
$9.73B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 76
减持 59
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
EMBJ
EMBRAER S.A.
-$30.6M
17,595,015
-5%
减持
HCA
HCA HEALTHCARE INC
-$22.0M
202,279
-36%
增持
MCK
MCKESSON CORP
+$21.1M
293,856
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
WFC
WELLS FARGO CO NEW
+$21.0M
3,723,231
+1%
增持
ARLO
ARLO TECHNOLOGIES INC
+$20.5M
3,207,797
+34%
增持
WRB
BERKLEY W R CORP
+$19.2M
409,372
+390%
减持
GRFS
GRIFOLS S A
+$17.8M
10,226,028
-1%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$16.1M
265,050
增持
MHK
MOHAWK INDS INC
+$14.3M
581,895
+28%
增持
MOG/A
MOOG INC
+$14.2M
374,895
+43%
减持
CAH
CARDINAL HEALTH INC
+$13.3M
1,226,876
-10%
增持
AIG
AMERICAN INTL GROUP INC
+$12.8M
1,671,966
+1%
增持
OMF
ONEMAIN HLDGS INC
+$11.4M
1,677,385
+0%
增持
CVS
CVS HEALTH CORP
+$11.3M
1,187,118
+25%
增持
SHEL
SHELL PLC
+$11.2M
960,922
+18%
增持
CI
THE CIGNA GROUP
+$11.1M
367,356
+2%
增持
—
MILLICOM INTL CELLULAR S A
-$10.4M
3,413,833
+3%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$9.9M
2,912,795
+41%
清仓
ORCL
ORACLE CORP
-$9.3M
0
-100%
减持
AMAT
APPLIED MATLS INC
+$9.1M
570,589
-4%
增持
JPM
JPMORGAN CHASE & CO
+$9.0M
459,505
+4%
清仓
HLN
HALEON PLC
-$8.8M
0
-100%
增持
—
FLEX LTD
+$8.7M
1,402,904
+7%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$8.3M
1,042,476
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.2M
368,719
+18%
清仓
L
LOEWS CORP
-$8.0M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
+$8.0M
1,289,195
-11%
清仓
MSFT
MICROSOFT CORP
-$7.9M
0
-100%
减持
MRK
MERCK & CO INC
+$7.8M
940,274
-1%
减持
FDX
FEDEX CORP
+$7.5M
460,976
-1%
减持
CX
CEMEX SAB DE CV
-$7.4M
26,260,549
-25%
增持
HAL
HALLIBURTON CO
+$7.3M
3,202,934
+3%
减持
CMCSA
COMCAST CORP NEW
+$7.0M
2,811,019
-3%
增持
NTGR
NETGEAR INC
-$6.9M
2,498,271
+9%
增持
—
TARO PHARMACEUTICAL INDS LTD
+$6.7M
472,899
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$6.6M
292,430
-4%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$6.6M
1,326,025
-5%
减持
EPC
EDGEWELL PERS CARE CO
-$6.4M
573,237
-19%
减持
—
COPA HOLDINGS SA
+$6.4M
419,241
-3%
增持
MU
MICRON TECHNOLOGY INC
+$6.1M
1,185,634
+4%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$5.9M
200,989
+13%
增持
PFE
PFIZER INC
+$5.7M
2,838,414
+18%
减持
—
TECHNIPFMC PLC
+$5.6M
1,951,169
-1%
减持
GOOGL
ALPHABET INC
+$4.9M
327,150
-1%
建仓
IXUS
ISHARES TR
+$4.9M
78,036
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$4.5M
1,432,334
+0%
减持
—
NATIONAL WESTN LIFE GROUP IN
+$4.4M
73,005
-32%
减持
ENIC
ENEL CHILE S.A.
-$4.1M
3,863,588
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
79,510
+6%
增持
WKC
WORLD KINECT CORPORATION
-$3.9M
1,196,842
+7%
减持
—
CHINA YUCHAI INTL LTD
+$3.8M
1,498,999
-1%
增持
—
AMDOCS LTD
+$3.7M
1,104,244
+1%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$3.6M
2,035,317
+14%
减持
GOOG
ALPHABET INC
+$3.5M
289,357
-5%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
171,543
+5%
增持
EMR
EMERSON ELEC CO
+$3.1M
735,977
+1%
减持
ORI
OLD REP INTL CORP
-$3.1M
1,660,156
-8%
减持
PHG
KONINKLIJKE PHILIPS N V
+$2.7M
837,495
-1%
减持
INGR
INGREDION INC
-$2.5M
255,892
-12%
减持
PKX
POSCO HOLDINGS INC
-$2.4M
97,065
-29%
减持
—
UBS GROUP AG
-$2.3M
1,545,339
-2%
增持
FSTR
FOSTER L B CO
+$2.3M
732,478
+3%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$2.2M
1,765,319
-3%
建仓
UNF
UNIFIRST CORP MASS
+$2.1M
13,695
增持
—
HANESBRANDS INC
+$2.1M
3,183,654
+35%
增持
CTVA
CORTEVA INC
+$2.0M
261,178
+22%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$1.8M
192,023
+1%
增持
TXT
TEXTRON INC
-$1.8M
830,130
+1%
增持
—
EQUITY COMWLTH
+$1.7M
319,428
+40%
增持
C
CITIGROUP INC
-$1.7M
2,256,583
+0%
减持
TFC
TRUIST FINL CORP
-$1.7M
431,152
-0%
减持
VIV
TELEFONICA BRASIL SA
+$1.6M
1,609,452
-7%
增持
FOX
FOX CORP
+$1.6M
794,248
+5%
增持
STT
STATE STR CORP
-$1.6M
704,058
+0%
减持
BP
BP PLC
-$1.5M
227,435
-10%
减持
OMC
OMNICOM GROUP INC
-$1.5M
372,754
-5%
减持
ABEV
AMBEV SA
+$1.4M
4,969,968
-3%
增持
PKE
PARK AEROSPACE CORP
+$1.3M
1,412,494
+4%
增持
AZO
AUTOZONE INC
+$1.3M
10,019
+4%
增持
—
PREMIER INC
+$1.3M
118,556
+92%
增持
EXE
CHESAPEAKE ENERGY CORP
+$1.2M
147,894
+1%
减持
NVS
NOVARTIS AG
+$1.2M
185,226
-2%
减持
—
JOHNSON CTLS INTL PLC
+$1.2M
157,271
-1%
增持
—
DRIL-QUIP INC
-$1.1M
1,612,533
+20%
增持
WPP
WPP PLC NEW
-$1.1M
376,861
+8%
增持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$1.1M
1,352,603
+6%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$1.1M
314,812
+19%
建仓
MCY
MERCURY GENL CORP NEW
+$1.1M
35,529
增持
BAC
BANK AMERICA CORP
+$986.0K
3,918,805
+1%
减持
SNY
SANOFI
-$972.8K
1,028,681
-1%
减持
—
LABORATORY CORP AMER HLDGS
+$939.1K
233,954
-3%
增持
EGRX
EAGLE PHARMACEUTICALS INC
+$887.7K
841,087
+54%
减持
—
AEGON N V
+$876.3K
1,318,945
-2%
增持
—
SOLARWINDS CORP
+$810.6K
188,152
+44%
减持
NWG
NATWEST GROUP PLC
-$808.6K
725,879
-9%
增持
CVX
CHEVRON CORP NEW
-$804.8K
685,207
+3%
减持
OTEX
OPEN TEXT CORP
-$799.2K
329,947
-12%
清仓
—
STEELCASE INC
-$797.5K
0
-100%
减持
SAP
SAP SE
-$797.2K
206,286
-10%
增持
QRVO
QORVO INC
+$767.4K
158,449
+5%
增持
BNY
BANK NEW YORK MELLON CORP
-$734.4K
1,493,683
+1%
增持
IMKTA
INGLES MKTS INC
+$677.3K
25,185
+59%
减持
—
TOTALENERGIES SE
-$623.3K
390,653
-0%
增持
CSCO
CISCO SYS INC
+$586.2K
327,187
+5%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$576.8K
27,979
+66%
清仓
VBR
VANGUARD INDEX FDS
-$576.1K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$561.9K
630,003
+2%
清仓
GIB
CGI INC
-$561.4K
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC
+$557.4K
16,788
增持
GHM
GRAHAM CORP
+$482.9K
1,154,939
+2%
减持
FLS
FLOWSERVE CORP
-$429.7K
67,037
-22%
减持
ORANY
ORANGE
-$422.0K
1,003,795
-1%
增持
HURC
HURCO CO
-$411.8K
192,687
+6%
清仓
—
GRAN TIERRA ENERGY INC
-$382.7K
0
-100%
减持
TAP
MOLSON COORS BEVERAGE CO
+$372.6K
46,464
-11%
增持
—
GATES INDL CORP PLC
+$368.9K
1,092,077
+6%
增持
LNSR
LENSAR INC
+$355.9K
179,621
+8%
减持
—
CRH PLC
+$353.9K
89,320
-2%
增持
NPK
NATIONAL PRESTO INDS INC
+$353.1K
95,756
+4%
增持
GSK
GSK PLC
+$346.8K
650,492
+1%
增持
RCI
ROGERS COMMUNICATIONS INC
+$344.6K
15,236
+101%
减持
ORN
ORION GROUP HLDGS INC
+$340.8K
3,404,400
-4%
建仓
GTE
GRAN TIERRA ENERGY INC
+$327.3K
66,664
减持
ARW
ARROW ELECTRS INC
+$290.2K
18,660
-2%
清仓
—
SKECHERS U S A INC
-$285.6K
0
-100%
增持
BLCO
BAUSCH PLUS LOMB CORP
+$284.3K
104,437
+0%
增持
EBMT
EAGLE BANCORP MONT INC
+$277.7K
79,752
+45%
减持
TIMB
TIM S A
+$264.6K
94,628
-1%
减持
TM
TOYOTA MOTOR CORP
+$259.8K
30,267
-7%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$250.1K
54,102
+14%
减持
E
ENI S P A
-$213.7K
630,669
-4%
减持
FISV
FISERV INC
+$205.5K
928,130
-10%
增持
GD
GENERAL DYNAMICS CORP
+$186.3K
32,265
+9%
减持
BCS
BARCLAYS PLC
+$139.6K
988,069
-7%
增持
RBBN
RIBBON COMMUNICATIONS INC
-$137.7K
376,245
+8%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$132.0K
193,257
-3%
增持
UTMD
UTAH MED PRODS INC
+$131.7K
23,280
+8%
减持
HSBC
HSBC HLDGS PLC
+$128.7K
25,106
-1%
增持
KMT
KENNAMETAL INC
+$125.5K
57,816
+5%
增持
ASAIY
SENDAS DISTRIBUIDORA S A
+$118.6K
72,172
+21%
减持
—
CELESTICA INC
-$118.3K
42,580
-25%
增持
NKSH
NATIONAL BANKSHARES INC VA
-$111.4K
106,624
+4%
减持
—
CREDICORP LTD
+$106.6K
7,778
-1%
增持
MD
PEDIATRIX MEDICAL GROUP INC
-$97.7K
294,959
+3%
减持
—
UNILEVER PLC
-$89.6K
197,834
-1%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$71.2K
14,520
-1%
减持
NTES
NETEASE INC
+$64.1K
8,928
-1%
减持
XRAY
DENTSPLY SIRONA INC
-$63.7K
6,666
-21%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$56.4K
10,372
+0%
增持
HDB
HDFC BANK LTD
+$43.4K
8,328
+3%
