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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 98
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
WILLIS TOWERS WATSON PLC LTD
-$77.9M
268,502
-55%
增持
CAE
CAE INC
+$69.4M
14,690,492
+33%
清仓
—
DRIL-QUIP INC
-$69.4M
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。
建仓
INVX
INNOVEX INTERNATIONAL INC
+$65.5M
4,462,382
增持
OTEX
OPEN TEXT CORP
+$61.0M
3,487,074
+90%
增持
GRFS
GRIFOLS S A
+$59.5M
19,903,997
+7%
减持
FTRE
FORTREA HLDGS INC
-$56.0M
44,594
-98%
减持
EMBJ
EMBRAER S.A.
+$42.1M
10,217,696
-17%
清仓
FOX
FOX CORP
-$40.8M
0
-100%
建仓
HXL
HEXCEL CORP NEW
+$40.4M
653,607
增持
FISV
FISERV INC
+$39.5M
1,226,390
+1%
增持
KVUE
KENVUE INC
+$36.5M
2,850,325
+76%
增持
HCA
HCA HEALTHCARE INC
+$33.3M
373,058
+2%
减持
MHK
MOHAWK INDS INC
+$33.2M
922,605
-9%
增持
PNC
PNC FINL SVCS GROUP INC
+$28.7M
912,386
+1%
增持
CX
CEMEX SAB DE CV
+$27.8M
18,122,978
+40%
建仓
SLB
SCHLUMBERGER LTD
+$27.2M
649,067
建仓
LKQ
LKQ CORP
+$26.8M
671,361
增持
BNY
BANK NEW YORK MELLON CORP
+$26.4M
2,093,837
+1%
增持
—
AMDOCS LTD
+$26.4M
2,340,438
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$26.4M
285,885
-35%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$26.0M
2,266,825
+3%
增持
BABA
ALIBABA GROUP HLDG LTD
+$24.5M
714,770
+1%
增持
CMCSA
COMCAST CORP NEW
+$23.8M
5,186,309
+5%
增持
MCK
MCKESSON CORP
+$19.7M
376,309
+32%
增持
AMX
AMERICA MOVIL SAB DE CV
+$19.7M
2,455,665
+102%
减持
SNY
SANOFI
+$19.4M
2,118,846
-0%
增持
NTGR
NETGEAR INC
+$19.2M
3,910,509
+0%
增持
CTVA
CORTEVA INC
+$19.0M
2,955,144
+3%
增持
STT
STATE STR CORP
+$18.2M
1,099,532
+3%
减持
CAH
CARDINAL HEALTH INC
-$17.0M
1,017,656
-23%
增持
WKC
WORLD KINECT CORPORATION
+$16.9M
3,027,792
+2%
减持
GOOG
ALPHABET INC
-$16.4M
418,933
-11%
增持
IMKTA
INGLES MKTS INC
+$14.5M
374,885
+91%
增持
—
HANESBRANDS INC
+$13.3M
5,045,811
+4%
增持
FDX
FEDEX CORP
-$13.1M
605,317
+1%
增持
MRK
MERCK & CO INC
-$12.4M
1,378,205
+1%
增持
VIV
TELEFONICA BRASIL SA
+$12.1M
2,958,121
+34%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$11.9M
3,231,604
+23%
清仓
—
CHINA YUCHAI INTL LTD
-$11.8M
0
-100%
增持
OMC
OMNICOM GROUP INC
+$11.7M
677,951
+4%
减持
—
MILLICOM INTL CELLULAR S A
+$11.6M
4,506,194
-0%
增持
LH
LABCORP HOLDINGS INC
+$11.5M
501,722
+2%
增持
INGR
INGREDION INC
+$11.0M
440,420
+2%
减持
BAC
BANK AMERICA CORP
-$11.0M
5,215,882
-5%
增持
CI
THE CIGNA GROUP
+$10.4M
518,064
+1%
增持
PFE
PFIZER INC
+$10.4M
5,745,327
+3%
增持
KMT
KENNAMETAL INC
+$9.9M
2,495,489
+7%
增持
ABEV
AMBEV SA
+$9.8M
17,145,784
+11%
增持
—
ARCH CAP GROUP LTD
+$9.7M
516,644
+8%
减持
IXUS
ISHARES TR
-$9.4M
164,000
-48%
增持
—
FLEX LTD
+$9.2M
2,088,981
+2%
增持
ETR
ENTERGY CORP NEW
+$9.1M
312,040
+4%
增持
MU
MICRON TECHNOLOGY INC
+$8.4M
1,224,904
+36%
减持
ZTO
ZTO EXPRESS CAYMAN INC
+$8.2M
2,370,430
-3%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$8.0M
3,434,489
+17%
增持
SHEL
SHELL PLC
-$8.0M
1,460,277
+1%
增持
JNJ
JOHNSON & JOHNSON
+$7.9M
341,323
+5%
增持
CVS
CVS HEALTH CORP
+$7.7M
1,673,158
+1%
增持
—
JOHNSON CTLS INTL PLC
+$7.4M
599,311
+2%
增持
ORN
ORION GROUP HLDGS INC
-$7.2M
3,303,393
+20%
增持
HAL
HALLIBURTON CO
-$7.2M
4,727,821
+10%
减持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$7.1M
1,484,739
-38%
增持
—
CNH INDL N V
+$6.7M
1,245,194
+78%
增持
GOOGL
ALPHABET INC
-$6.2M
417,674
+1%
增持
—
SEALED AIR CORP NEW
+$6.1M
431,712
+57%
增持
CVX
CHEVRON CORP NEW
-$5.9M
1,010,234
+2%
增持
CSCO
CISCO SYS INC
+$5.6M
605,438
+8%
增持
WRB
BERKLEY W R CORP
+$5.4M
1,065,488
+52%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$5.4M
660,209
+9%
增持
ENIC
ENEL CHILE S.A.
+$5.3M
5,555,323
+53%
增持
—
COPA HOLDINGS SA
+$5.1M
517,603
+13%
增持
TXT
TEXTRON INC
+$4.8M
1,556,991
+0%
减持
MOG/A
MOOG INC
+$4.6M
267,634
-10%
增持
—
GATES INDL CORP PLC
+$4.4M
2,098,711
+2%
减持
SNN
SMITH & NEPHEW PLC
+$4.1M
1,224,045
-11%
增持
AZO
AUTOZONE INC
+$4.1M
17,446
+2%
增持
MD
PEDIATRIX MEDICAL GROUP INC
+$4.0M
814,064
+11%
减持
SAP
SAP SE
+$4.0M
236,847
-5%
增持
WFC
WELLS FARGO CO NEW
-$4.0M
4,024,671
+3%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$3.8M
2,646,486
+16%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$3.7M
682,010
-9%
增持
ORANY
ORANGE
+$3.7M
1,848,118
+5%
清仓
—
NATIONAL WESTN LIFE GROUP IN
-$3.6M
0
-100%
建仓
MSM
MSC INDL DIRECT INC
+$3.5M
41,194
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
70,421
-1%
增持
TFC
TRUIST FINL CORP
+$3.5M
741,770
+2%
增持
IPGP
IPG PHOTONICS CORP
+$3.3M
63,382
+284%
增持
GHM
GRAHAM CORP
+$3.3M
1,133,456
+5%
增持
QRVO
QORVO INC
-$3.2M
271,300
+1%
增持
NPK
NATIONAL PRESTO INDS INC
+$3.1M
126,463
+47%
减持
—
TOTALENERGIES SE
-$3.1M
502,741
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
294,031
+1%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$3.0M
95,744
+18%
减持
—
AVADEL PHARMACEUTICALS PLC
-$2.9M
1,374,724
-7%
增持
HURC
HURCO CO
+$2.7M
365,640
+12%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$2.4M
1,466,619
+11%
减持
MCY
MERCURY GENL CORP NEW
-$2.4M
17,298
-74%
增持
PKE
PARK AEROSPACE CORP
+$2.2M
2,417,056
+12%
减持
PHG
KONINKLIJKE PHILIPS N V
-$2.2M
875,478
-28%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$2.1M
11,694
-41%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
+$2.1M
475,945
-9%
增持
ARLO
ARLO TECHNOLOGIES INC
-$2.1M
5,356,644
+4%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$2.1M
187,813
+14%
减持
BP
BP PLC
-$2.1M
312,036
-5%
增持
OMF
ONEMAIN HLDGS INC
-$1.7M
1,931,445
+1%
减持
—
CRH PLC
+$1.7M
115,764
-5%
增持
EMR
EMERSON ELEC CO
+$1.5M
972,895
+2%
增持
VBR
VANGUARD INDEX FDS
+$1.5M
8,782
+447%
增持
UTMD
UTAH MED PRODS INC
+$1.5M
138,365
+19%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$1.5M
827,499
+19%
增持
EXE
CHESAPEAKE ENERGY CORP
+$1.4M
61,042
+41%
减持
E
ENI S P A
-$1.4M
536,262
-7%
增持
FSTR
FOSTER L B CO
+$1.4M
838,829
+15%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$1.4M
1,257,152
-6%
增持
UNF
UNIFIRST CORP MASS
+$1.3M
25,342
+17%
增持
—
SOLARWINDS CORP
+$1.2M
434,585
+17%
减持
—
EQUITY COMWLTH
-$1.2M
590,961
-12%
增持
SR
SPIRE INC
+$1.2M
74,657
+17%
减持
AVA
AVISTA CORP
-$1.2M
38,683
-50%
增持
FLS
FLOWSERVE CORP
+$1.2M
99,788
+20%
增持
—
PREMIER INC
+$1.1M
377,616
+8%
减持
—
UBS GROUP AG
-$1.0M
1,622,431
-6%
减持
NWG
NATWEST GROUP PLC
+$969.8K
1,218,938
-6%
建仓
NTR
NUTRIEN LTD
+$963.7K
20,052
减持
WPP
WPP PLC NEW
+$945.4K
609,406
-7%
增持
EBMT
EAGLE BANCORP MONT INC
+$910.7K
200,442
+17%
增持
FFIV
F5 INC
+$874.7K
14,668
+7%
增持
NKSH
NATIONAL BANKSHARES INC VA
+$860.8K
157,177
+16%
增持
RGP
RESOURCES CONNECTION INC
+$816.8K
351,231
+50%
增持
GD
GENERAL DYNAMICS CORP
+$794.3K
51,380
+1%
增持
NWN
NORTHWEST NAT HLDG CO
+$777.9K
79,492
+15%
减持
HMC
HONDA MOTOR LTD
-$769.8K
504,139
-3%
减持
BCS
BARCLAYS PLC
+$769.4K
1,372,632
-8%
减持
NVS
NOVARTIS AG
+$704.5K
213,759
-5%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$669.9K
49,287
+4%
增持
TAP
MOLSON COORS BEVERAGE CO
+$661.7K
71,456
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$654.5K
185,076
+4%
清仓
TRU
TRANSUNION
-$601.4K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
-$581.1K
1,609,577
+1%
增持
RCI
ROGERS COMMUNICATIONS INC
+$580.6K
48,718
+31%
减持
ASAIY
SENDAS DISTRIBUIDORA S A
-$542.3K
120,146
-17%
减持
HDB
HDFC BANK LTD
-$447.0K
49,121
-10%
减持
GIL
GILDAN ACTIVEWEAR INC
-$409.6K
5,259
-70%
增持
SHC
SOTERA HEALTH CO
+$407.5K
64,507
+14%
减持
CRD/A
CRAWFORD & CO
+$387.8K
465,027
-17%
增持
LNSR
LENSAR INC
+$386.4K
443,398
+19%
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$358.2K
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC
+$358.0K
9,621
+16%
增持
ARW
ARROW ELECTRS INC
+$344.9K
22,577
+3%
