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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 114
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
CAE
CAE INC
+$111.0M
5,431,216
+10902%
减持
EMBJ
EMBRAER S.A.
+$93.7M
15,678,567
-11%
清仓
AMAT
APPLIED MATLS INC
-$64.7M
0
-100%
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
CTVA
CORTEVA INC
+$57.5M
2,603,324
+35%
增持
WFC
WELLS FARGO CO NEW
+$50.9M
4,451,212
+6%
增持
C
CITIGROUP INC
+$47.0M
2,835,090
+10%
增持
CI
THE CIGNA GROUP
+$42.5M
468,991
+10%
增持
FISV
FISERV INC
+$42.0M
1,100,116
+9%
增持
GRFS
GRIFOLS S A
-$41.9M
17,114,866
+27%
增持
MRK
MERCK & CO INC
+$39.5M
1,232,526
+9%
增持
BAC
BANK AMERICA CORP
+$37.1M
5,057,549
+10%
增持
FDX
FEDEX CORP
+$36.5M
544,252
+14%
增持
MHK
MOHAWK INDS INC
+$35.9M
919,466
+13%
增持
—
AMDOCS LTD
+$32.6M
1,724,452
+23%
增持
CMCSA
COMCAST CORP NEW
+$31.7M
4,231,023
+22%
增持
HCA
HCA HEALTHCARE INC
+$29.4M
342,843
+9%
增持
AIG
AMERICAN INTL GROUP INC
+$27.7M
1,738,848
+9%
减持
MU
MICRON TECHNOLOGY INC
+$26.9M
1,188,345
-10%
增持
TXT
TEXTRON INC
+$24.4M
1,290,773
+4%
增持
SHEL
SHELL PLC
+$22.5M
1,437,840
+28%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$22.0M
1,180,418
增持
ARLO
ARLO TECHNOLOGIES INC
+$21.5M
5,087,584
+13%
增持
EMR
EMERSON ELEC CO
+$20.8M
871,884
+9%
增持
KMT
KENNAMETAL INC
+$20.1M
1,726,516
+94%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.9M
1,910,551
+9%
增持
FTRE
FORTREA HLDGS INC
+$18.0M
1,918,815
+13%
增持
PNC
PNC FINL SVCS GROUP INC
+$17.5M
819,574
+10%
增持
HAL
HALLIBURTON CO
+$16.3M
3,719,153
+3%
增持
—
JOHNSON CTLS INTL PLC
+$16.3M
590,477
+53%
增持
CVX
CHEVRON CORP NEW
+$16.1M
867,584
+7%
减持
MCK
MCKESSON CORP
+$16.0M
291,538
-4%
增持
PFE
PFIZER INC
+$15.5M
5,056,568
+17%
减持
CX
CEMEX SAB DE CV
-$14.1M
13,838,965
-23%
增持
WKC
WORLD KINECT CORPORATION
+$13.7M
2,688,372
+7%
减持
JPM
JPMORGAN CHASE & CO
-$13.6M
357,057
-29%
增持
—
MILLICOM INTL CELLULAR S A
+$13.3M
4,567,057
+4%
增持
OMF
ONEMAIN HLDGS INC
+$12.9M
2,098,191
+9%
增持
CVS
CVS HEALTH CORP
+$12.5M
1,526,115
+10%
增持
GOOGL
ALPHABET INC
+$12.0M
401,011
+15%
增持
WRB
BERKLEY W R CORP
+$11.3M
589,523
+2%
清仓
AEG
AEGON LTD
-$11.1M
0
-100%
增持
GHM
GRAHAM CORP
+$10.6M
1,206,659
+3%
减持
CAH
CARDINAL HEALTH INC
+$10.5M
1,194,209
-2%
增持
—
LABORATORY CORP AMER HLDGS
+$10.2M
394,156
+18%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$10.1M
2,450,863
+27%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$9.5M
542,117
-6%
清仓
—
MICROSTRATEGY INC
-$9.3M
0
-100%
增持
—
GATES INDL CORP PLC
+$9.2M
1,720,960
+9%
增持
AZO
AUTOZONE INC
+$9.1M
14,514
+2%
增持
STT
STATE STR CORP
+$9.1M
976,189
+14%
减持
ORN
ORION GROUP HLDGS INC
+$8.2M
3,009,608
-10%
增持
NTGR
NETGEAR INC
+$7.9M
3,649,330
+7%
减持
—
TARO PHARMACEUTICAL INDS LTD
-$7.9M
283,917
-40%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.8M
450,128
-12%
增持
—
HANESBRANDS INC
+$7.8M
4,651,133
+8%
清仓
IXUS
ISHARES TR
-$7.6M
0
-100%
增持
PKE
PARK AEROSPACE CORP
+$7.2M
1,920,853
+14%
减持
SAP
SAP SE
+$7.1M
274,366
-9%
增持
SNY
SANOFI
+$7.1M
1,957,492
+11%
增持
GSK
GSK PLC
+$7.0M
1,084,413
+2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$6.7M
1,403,580
+10%
增持
OMC
OMNICOM GROUP INC
+$6.7M
540,592
+2%
增持
MOG/A
MOOG INC
+$6.6M
285,993
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.6M
94,318
+2%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$6.3M
546,198
+16%
增持
PAHC
PHIBRO ANIMAL HEALTH CORP
+$6.1M
2,376,558
+12%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$5.8M
2,909,023
-18%
增持
GOOG
ALPHABET INC
+$5.8M
399,836
+2%
增持
—
CRH PLC
+$5.6M
125,894
+66%
增持
EPC
EDGEWELL PERS CARE CO
+$5.6M
1,277,412
+7%
增持
—
DRIL-QUIP INC
+$5.3M
2,880,681
+13%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$5.2M
1,175,048
+29%
增持
ABEV
AMBEV SA
+$5.1M
12,473,645
+35%
减持
—
FLEX LTD
-$4.7M
1,897,654
-2%
增持
EXE
CHESAPEAKE ENERGY CORP
+$4.5M
187,994
+18%
增持
FSTR
FOSTER L B CO
+$4.4M
700,596
+5%
增持
BCS
BARCLAYS PLC
+$4.0M
1,885,793
+8%
增持
INGR
INGREDION INC
+$4.0M
355,585
+3%
增持
HMC
HONDA MOTOR LTD
+$3.9M
538,715
+3%
清仓
EGRX
EAGLE PHARMACEUTICALS INC
-$3.9M
0
-100%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$3.7M
151,650
+27%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$3.7M
523,904
+8%
增持
BABA
ALIBABA GROUP HLDG LTD
+$3.5M
678,821
+15%
增持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$3.2M
376,218
+15%
增持
NVS
NOVARTIS AG
+$3.1M
213,927
+23%
减持
—
AVADEL PHARMACEUTICALS PLC
+$3.0M
1,462,225
-5%
增持
MCY
MERCURY GENL CORP NEW
+$3.0M
115,730
+45%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.8M
0
-100%
减持
—
UBS GROUP AG
-$2.7M
1,868,877
-4%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$2.7M
276,847
-8%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$2.6M
0
-100%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$2.5M
2,902,507
+9%
建仓
SR
SPIRE INC
+$2.4M
39,258
增持
PHG
KONINKLIJKE PHILIPS N V
-$2.4M
1,380,345
+7%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$2.3M
86,131
+33%
增持
MD
PEDIATRIX MEDICAL GROUP INC
+$2.2M
651,480
+41%
增持
UTMD
UTAH MED PRODS INC
+$2.2M
70,097
+114%
增持
ORI
OLD REP INTL CORP
+$2.2M
988,740
+3%
增持
—
UNILEVER PLC
+$2.0M
407,519
+7%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$1.9M
1,840,728
-24%
增持
TFC
TRUIST FINL CORP
+$1.9M
606,673
+3%
增持
IMKTA
INGLES MKTS INC
+$1.9M
93,246
+54%
增持
FOX
FOX CORP
+$1.9M
1,047,724
+3%
增持
WPP
WPP PLC NEW
+$1.9M
609,579
+7%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
277,274
+3%
增持
NWG
NATWEST GROUP PLC
+$1.8M
1,341,443
+3%
增持
GD
GENERAL DYNAMICS CORP
+$1.6M
54,689
+3%
增持
—
EQUITY COMWLTH
+$1.6M
614,202
+18%
减持
VBR
VANGUARD INDEX FDS
-$1.6M
3,970
-69%
增持
VIV
TELEFONICA BRASIL SA
-$1.5M
1,930,765
+1%
增持
QRVO
QORVO INC
+$1.5M
226,668
+4%
减持
NPK
NATIONAL PRESTO INDS INC
-$1.4M
91,330
-19%
增持
ORANY
ORANGE
+$1.3M
1,708,915
+4%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$1.3M
408,374
+51%
增持
—
SOLARWINDS CORP
+$1.3M
330,993
+44%
增持
FLS
FLOWSERVE CORP
+$1.3M
76,838
+42%
增持
OTEX
OPEN TEXT CORP
-$1.2M
544,824
+2%
增持
RBBN
RIBBON COMMUNICATIONS INC
+$1.1M
930,779
+45%
增持
OGN
ORGANON & CO
+$1.1M
193,671
+8%
增持
E
ENI S P A
-$997.5K
596,992
+2%
增持
HURC
HURCO CO
+$989.7K
297,186
+28%
增持
SNN
SMITH & NEPHEW PLC
-$979.6K
1,139,758
+4%
建仓
KVUE
KENVUE INC
+$932.0K
43,428
减持
BLCO
BAUSCH PLUS LOMB CORP
-$866.2K
62,547
-45%
清仓
VTV
VANGUARD INDEX FDS
-$865.9K
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$823.7K
18,990
+18%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$794.1K
0
-100%
增持
TAP
MOLSON COORS BEVERAGE CO
+$673.4K
56,338
+11%
增持
—
PREMIER INC
+$653.6K
187,378
+20%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$647.6K
45,948
+13%
增持
CRD/A
CRAWFORD & CO
+$610.2K
413,229
+66%
减持
TIMB
TIM S A
-$594.3K
156,634
-14%
减持
NKSH
NATIONAL BANKSHARES INC VA
-$594.1K
118,788
-16%
增持
FFIV
F5 INC
+$501.8K
12,054
+21%
增持
—
NATIONAL WESTN LIFE GROUP IN
+$465.0K
8,955
+10%
增持
LEVI
LEVI STRAUSS & CO NEW
+$447.3K
42,002
+77%
增持
UNF
UNIFIRST CORP MASS
+$445.0K
18,347
+23%
增持
NTES
NETEASE INC
+$442.4K
20,632
+14%
增持
—
COPA HOLDINGS SA
+$427.7K
457,858
+3%
减持
AVA
AVISTA CORP
-$389.2K
69,293
-12%
增持
CFG
CITIZENS FINL GROUP INC
+$387.1K
22,545
+73%
增持
—
INTERPUBLIC GROUP COS INC
+$382.6K
91,912
+15%
增持
LNSR
LENSAR INC
+$379.2K
330,948
+46%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$371.7K
5,401
+85%
建仓
WMK
WEIS MKTS INC
+$371.0K
5,761
增持
EBMT
EAGLE BANCORP MONT INC
+$367.2K
149,733
+52%
增持
SEIC
SEI INVTS CO
+$352.0K
10,260
+69%
增持
DGX
QUEST DIAGNOSTICS INC
+$349.1K
5,977
+85%
增持
SFM
SPROUTS FMRS MKT INC
+$347.3K
9,677
+68%
增持
SXT
SENSIENT TECHNOLOGIES CORP
+$324.2K
10,818
+68%
