小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 90
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
LH
LABCORP HOLDINGS INC
+$100.6M
494,068
减持
EMBJ
EMBRAER S.A.
-$98.4M
12,268,752
-22%
增持
CAE
CAE INC
+$93.9M
11,071,485
+104%
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。
清仓
—
LABORATORY CORP AMER HLDGS
-$86.1M
0
-100%
建仓
—
ARCH CAP GROUP LTD
+$48.1M
476,907
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$46.1M
2,191,388
+56%
减持
CX
CEMEX SAB DE CV
-$41.9M
12,967,695
-6%
增持
OTEX
OPEN TEXT CORP
+$33.9M
1,834,835
+237%
建仓
ETR
ENTERGY CORP NEW
+$32.0M
299,260
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$30.3M
606,855
减持
ORI
OLD REP INTL CORP
-$29.7M
23,329
-98%
增持
KVUE
KENVUE INC
+$28.5M
1,615,904
+3621%
减持
WFC
WELLS FARGO CO NEW
-$26.7M
3,903,281
-12%
增持
BAC
BANK AMERICA CORP
+$26.2M
5,485,023
+8%
增持
GOOG
ALPHABET INC
+$25.6M
470,768
+18%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$24.7M
0
-100%
增持
CVS
CVS HEALTH CORP
-$24.2M
1,653,045
+8%
增持
—
AMDOCS LTD
+$22.5M
2,260,811
+31%
减持
MU
MICRON TECHNOLOGY INC
-$21.5M
901,550
-24%
建仓
IXUS
ISHARES TR
+$21.3M
315,799
增持
FDX
FEDEX CORP
+$21.1M
596,814
+10%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$20.9M
1,483,439
减持
—
UNILEVER PLC
-$20.2M
4,296
-99%
增持
FTRE
FORTREA HLDGS INC
-$20.2M
2,438,159
+27%
减持
—
MILLICOM INTL CELLULAR S A
+$18.3M
4,509,438
-1%
增持
CVX
CHEVRON CORP NEW
+$17.8M
988,673
+14%
减持
AIG
AMERICAN INTL GROUP INC
-$17.5M
1,594,563
-8%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$16.0M
13,466
-95%
增持
PFE
PFIZER INC
+$15.6M
5,573,282
+10%
增持
C
CITIGROUP INC
+$15.1M
3,068,543
+8%
增持
GOOGL
ALPHABET INC
+$15.0M
414,107
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$14.8M
439,899
-2%
减持
OMF
ONEMAIN HLDGS INC
-$14.5M
1,912,031
-9%
增持
BNY
BANK NEW YORK MELLON CORP
+$13.9M
2,071,865
+8%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$13.6M
0
-100%
减持
EXE
CHESAPEAKE ENERGY CORP
-$13.1M
43,434
-77%
减持
JPM
JPMORGAN CHASE & CO.
-$12.5M
291,837
-18%
增持
EPC
EDGEWELL PERS CARE CO
+$12.2M
1,529,647
+20%
清仓
—
TARO PHARMACEUTICAL INDS LTD
-$12.0M
0
-100%
增持
KMT
KENNAMETAL INC
+$11.7M
2,332,993
+35%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$11.7M
748,324
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.8M
70,970
-25%
增持
FOX
FOX CORP
+$10.8M
1,273,492
+22%
减持
MCK
MCKESSON CORP
+$9.8M
284,470
-2%
增持
PAHC
PHIBRO ANIMAL HEALTH CORP
+$9.8M
2,405,629
+1%
增持
CMCSA
COMCAST CORP NEW
+$9.4M
4,931,630
+17%
增持
TXT
TEXTRON INC
+$9.3M
1,549,551
+20%
增持
—
SEALED AIR CORP NEW
+$9.1M
274,264
+2051%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$7.9M
598,631
+10%
增持
INGR
INGREDION INC
+$7.9M
431,339
+21%
增持
SHEL
SHELL PLC
+$7.9M
1,447,449
+1%
增持
SNY
SANOFI
+$7.6M
2,122,748
+8%
增持
PNC
PNC FINL SVCS GROUP INC
+$7.5M
901,415
+10%
建仓
—
CNH INDL N V
+$7.1M
698,076
增持
IMKTA
INGLES MKTS INC
+$6.3M
196,753
+111%
增持
—
FLEX LTD
+$6.3M
2,055,170
+8%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$6.3M
2,635,027
-9%
减持
—
UBS GROUP AG
-$6.3M
1,734,460
-7%
增持
MRK
MERCK & CO INC
+$6.2M
1,359,766
+10%
增持
OMC
OMNICOM GROUP INC
+$6.1M
651,790
+21%
增持
EMR
EMERSON ELEC CO
+$6.0M
953,477
+9%
增持
WKC
WORLD KINECT CORPORATION
+$5.6M
2,972,932
+11%
增持
MHK
MOHAWK INDS INC
-$5.3M
1,015,640
+10%
增持
QRVO
QORVO INC
+$5.2M
269,776
+19%
增持
AZO
AUTOZONE INC
+$5.2M
17,174
+18%
增持
SNN
SMITH & NEPHEW PLC
+$5.1M
1,373,051
+20%
增持
FISV
FISERV INC
+$5.0M
1,213,309
+10%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$4.9M
2,945,967
+1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$4.7M
1,339,322
-27%
增持
CTVA
CORTEVA INC
+$4.6M
2,868,735
+10%
增持
TFC
TRUIST FINL CORP
+$4.6M
727,013
+20%
增持
—
DRIL-QUIP INC
+$4.5M
3,732,716
+30%
减持
—
COPA HOLDINGS SA
-$4.2M
456,726
-0%
增持
CAH
CARDINAL HEALTH INC
-$4.2M
1,315,316
+10%
增持
HCA
HCA HEALTHCARE INC
+$4.0M
366,591
+7%
增持
CSCO
CISCO SYS INC
+$3.8M
559,483
+22%
增持
MOG/A
MOOG INC
+$3.8M
296,162
+4%
增持
STT
STATE STR CORP
+$3.6M
1,069,556
+10%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
324,566
+17%
增持
FSTR
FOSTER L B CO
-$3.4M
732,582
+5%
减持
HMC
HONDA MOTOR LTD
-$3.3M
521,158
-3%
减持
PHG
KONINKLIJKE PHILIPS N V
+$3.3M
1,212,374
-12%
减持
SAP
SAP SE
-$3.2M
249,857
-9%
增持
—
HANESBRANDS INC
-$3.2M
4,834,202
+4%
增持
NVS
NOVARTIS AG
+$3.2M
224,224
+5%
增持
GRFS
GRIFOLS S A
+$2.9M
18,596,790
+9%
增持
WRB
BERKLEY W R CORP
+$2.9M
699,387
+19%
增持
UTMD
UTAH MED PRODS INC
+$2.8M
116,524
+66%
增持
PKE
PARK AEROSPACE CORP
-$2.7M
2,150,573
+12%
减持
GHM
GRAHAM CORP
-$2.6M
1,076,746
-11%
增持
ARLO
ARLO TECHNOLOGIES INC
+$2.6M
5,140,826
+1%
增持
ORANY
ORANGE
-$2.6M
1,757,008
+3%
建仓
RGP
RESOURCES CONNECTION INC
+$2.6M
234,788
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$2.6M
697,603
+71%
减持
MCY
MERCURY GENL CORP NEW
-$2.5M
65,389
-43%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
-$2.5M
2,274,624
+1%
增持
—
PREMIER INC
+$2.4M
349,098
+86%
增持
GSK
GSK PLC
-$2.3M
1,145,512
+6%
增持
NWN
NORTHWEST NAT HLDG CO
+$2.2M
68,977
+1040%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.2M
711,054
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$2.2M
178,724
+94%
增持
HAL
HALLIBURTON CO
-$2.1M
4,279,478
+15%
增持
—
GATES INDL CORP PLC
+$2.0M
2,054,854
+19%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.0M
19,916
+5%
减持
BCS
BARCLAYS PLC
-$1.9M
1,487,771
-21%
减持
TIMB
TIM S A
-$1.9M
63,834
-59%
减持
—
CRH PLC
-$1.8M
121,345
-4%
减持
—
TOTALENERGIES SE
-$1.8M
533,409
-2%
增持
NTGR
NETGEAR INC
+$1.7M
3,896,492
+7%
减持
ORN
ORION GROUP HLDGS INC
+$1.6M
2,753,099
-9%
减持
ENIC
ENEL CHILE S.A.
-$1.6M
3,639,316
-5%
增持
AMX
AMERICA MOVIL SAB DE CV
-$1.5M
1,213,424
+3%
增持
SR
SPIRE INC
+$1.4M
64,058
+63%
增持
—
EQUITY COMWLTH
+$1.4M
670,692
+9%
增持
WPP
WPP PLC NEW
+$1.3M
652,269
+7%
减持
NWG
NATWEST GROUP PLC
+$1.3M
1,292,857
-4%
减持
E
ENI S P A
-$1.3M
574,918
-4%
增持
CI
THE CIGNA GROUP
-$1.3M
510,970
+9%
减持
NPK
NATIONAL PRESTO INDS INC
-$1.3M
85,753
-6%
增持
VIV
TELEFONICA BRASIL SA
-$1.2M
2,206,334
+14%
增持
—
CHINA YUCHAI INTL LTD
+$1.2M
1,293,521
+4%
增持
MD
PEDIATRIX MEDICAL GROUP INC
-$1.1M
735,068
+13%
增持
ABEV
AMBEV SA
+$1.1M
15,456,266
+24%
减持
BP
BP PLC
-$1.1M
329,425
-4%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$1.1M
10,041
减持
SMG
SCOTTS MIRACLE-GRO CO
-$1.1M
80,977
-6%
减持
ASAIY
SENDAS DISTRIBUIDORA S A
-$1.0M
143,990
-10%
增持
HURC
HURCO CO
-$962.5K
327,386
+10%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$877.1K
14,119
-77%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$834.6K
2,432,865
-1%
减持
—
NATIONAL WESTN LIFE GROUP IN
-$824.6K
7,204
-20%
增持
IPGP
IPG PHOTONICS CORP
+$823.2K
16,519
+163%
增持
CRD/A
CRAWFORD & CO
+$816.8K
560,463
+36%
增持
HDB
HDFC BANK LTD
+$780.0K
54,527
+11%
减持
GD
GENERAL DYNAMICS CORP
-$716.3K
50,728
-7%
清仓
FCFS
FIRSTCASH HOLDINGS INC
-$688.8K
0
-100%
增持
HCSG
HEALTHCARE SVCS GROUP INC
-$681.7K
1,318,045
+12%
清仓
SFM
SPROUTS FMRS MKT INC
-$624.0K
0
-100%
减持
RBBN
RIBBON COMMUNICATIONS INC
-$600.2K
753,003
-19%
增持
OGN
ORGANON & CO
+$595.0K
204,722
+6%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
-$555.0K
522,440
-0%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$550.7K
47,265
+3%
增持
UNF
UNIFIRST CORP MASS
+$524.6K
21,616
+18%
减持
—
JOHNSON CTLS INTL PLC
+$502.4K
587,528
-0%
增持
SHC
SOTERA HEALTH CO
+$500.9K
56,429
+301%
增持
FLS
FLOWSERVE CORP
+$486.0K
83,435
+9%
减持
VBR
VANGUARD INDEX FDS
-$470.5K
1,605
-60%
增持
LNSR
LENSAR INC
+$469.5K
373,198
+13%
清仓
CALM
CAL MAINE FOODS INC
-$445.0K
0
-100%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$443.0K
165,293
+9%
