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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 73
减持 61
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CAE
CAE INC
+$103.0M
14,911,697
+2%
减持
MHK
MOHAWK INDS INC
-$82.5M
552,087
-40%
建仓
EVRG
EVERGY INC
+$55.7M
904,180
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
SYY
SYSCO CORP
+$48.3M
635,102
+19865%
减持
HCA
HCA HEALTHCARE INC
-$42.3M
364,106
-2%
增持
—
ARCH CAP GROUP LTD
+$42.2M
1,083,395
+110%
增持
HXL
HEXCEL CORP NEW
+$41.4M
1,304,669
+100%
减持
EMBJ
EMBRAER S.A.
-$35.1M
8,896,146
-13%
减持
CVS
CVS HEALTH CORP
-$35.0M
1,563,506
-7%
减持
CMCSA
COMCAST CORP NEW
-$28.0M
5,026,288
-3%
增持
LKQ
LKQ CORP
+$27.1M
1,467,822
+119%
增持
CX
CEMEX SAB DE CV
+$26.1M
24,233,835
+34%
增持
GRFS
GRIFOLS S A
-$24.3M
20,496,093
+3%
减持
—
JOHNSON CTLS INTL PLC
-$22.7M
301,971
-50%
减持
SAP
SAP SE
-$22.6M
128,470
-46%
增持
INVX
INNOVEX INTERNATIONAL INC
+$22.6M
6,304,068
+41%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$22.2M
961,149
+41%
减持
WKC
WORLD KINECT CORPORATION
-$21.2M
2,629,993
-13%
清仓
ORANY
ORANGE
-$21.2M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$19.8M
661,261
-7%
减持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$19.5M
661,970
-55%
增持
MU
MICRON TECHNOLOGY INC
-$19.2M
1,281,232
+5%
减持
INGR
INGREDION INC
-$19.1M
301,469
-32%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$19.0M
5,731,180
+67%
减持
PNC
PNC FINL SVCS GROUP INC
-$18.8M
777,051
-15%
增持
LH
LABCORP HOLDINGS INC
+$18.3M
568,724
+13%
减持
MCK
MCKESSON CORP
+$17.4M
356,924
-5%
增持
SNY
SANOFI
-$16.2M
2,194,938
+4%
建仓
STM
STMICROELECTRONICS N V
+$15.6M
623,529
减持
GHM
GRAHAM CORP
+$15.5M
1,103,835
-3%
减持
ABEV
AMBEV SA
-$14.6M
14,746,639
-14%
减持
C
CITIGROUP INC
+$14.5M
2,966,651
-4%
减持
BAC
BANK AMERICA CORP
+$13.4M
5,015,080
-4%
增持
SLB
SCHLUMBERGER LTD
+$12.2M
1,029,034
+59%
减持
HAL
HALLIBURTON CO
-$12.1M
4,606,673
-3%
增持
ZTO
ZTO EXPRESS CAYMAN INC
-$11.9M
2,395,333
+1%
减持
EMR
EMERSON ELEC CO
+$11.7M
953,171
-2%
增持
PFE
PFIZER INC
+$11.7M
6,708,164
+17%
减持
WFC
WELLS FARGO CO NEW
-$11.5M
3,072,731
-24%
增持
OTEX
OPEN TEXT CORP
+$11.5M
4,504,139
+29%
减持
—
EQUITY COMWLTH
-$10.9M
489,072
-17%
增持
GOOG
ALPHABET INC
+$10.7M
424,096
+1%
减持
—
AMDOCS LTD
-$10.7M
2,279,645
-3%
增持
—
PREMIER INC
+$10.3M
842,326
+123%
增持
VBR
VANGUARD INDEX FDS
+$10.0M
59,150
+574%
减持
VIV
TELEFONICA BRASIL SA
-$9.8M
2,730,834
-8%
增持
OMC
OMNICOM GROUP INC
-$9.7M
701,362
+3%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$9.7M
283,543
+6%
减持
CVX
CHEVRON CORP NEW
-$9.1M
964,633
-5%
减持
CTVA
CORTEVA INC
-$7.8M
2,912,404
-1%
增持
—
MILLICOM INTL CELLULAR S A
-$7.8M
4,574,255
+2%
增持
AZO
AUTOZONE INC
+$7.7M
19,578
+12%
增持
EPC
EDGEWELL PERS CARE CO
+$7.3M
2,041,665
+21%
增持
CI
THE CIGNA GROUP
-$7.3M
623,494
+20%
减持
AMX
AMERICA MOVIL SAB DE CV
-$6.6M
2,343,360
-5%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$6.6M
933,450
+13%
增持
QRVO
QORVO INC
-$6.6M
306,618
+13%
增持
IMKTA
INGLES MKTS INC
+$6.4M
533,982
+42%
增持
ETR
ENTERGY CORP NEW
-$6.3M
458,764
+47%
增持
IXUS
ISHARES TR
+$6.2M
273,838
+67%
减持
STT
STATE STR CORP
+$6.1M
1,053,714
-4%
增持
FSTR
FOSTER L B CO
+$6.1M
864,043
+3%
增持
ORN
ORION GROUP HLDGS INC
+$6.1M
3,430,089
+4%
减持
NTGR
NETGEAR INC
+$5.9M
3,026,179
-23%
增持
NPK
NATIONAL PRESTO INDS INC
+$5.9M
156,040
+23%
减持
—
FLEX LTD
-$5.8M
1,667,330
-20%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$5.7M
3,039,585
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$5.7M
222,608
-22%
增持
PKE
PARK AEROSPACE CORP
+$5.5M
2,524,503
+4%
增持
PHG
KONINKLIJKE PHILIPS N V
-$5.4M
918,635
+5%
减持
AIG
AMERICAN INTL GROUP INC
-$5.3M
1,546,101
-4%
减持
OMF
ONEMAIN HLDGS INC
+$5.3M
1,845,064
-4%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
-$4.8M
466,701
-2%
增持
—
HANESBRANDS INC
+$4.8M
5,147,194
+2%
增持
—
AVADEL PHARMACEUTICALS PLC
+$4.8M
2,173,139
+58%
建仓
TKR
TIMKEN CO
+$4.6M
65,066
增持
SNN
SMITH & NEPHEW PLC
-$4.6M
1,363,039
+11%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$4.5M
38,144
增持
TXT
TEXTRON INC
+$4.3M
1,859,703
+19%
减持
CAH
CARDINAL HEALTH INC
+$4.3M
987,277
-3%
减持
—
GATES INDL CORP PLC
-$4.2M
1,586,125
-24%
减持
NVS
NOVARTIS AG
-$4.2M
209,770
-2%
增持
WRB
BERKLEY W R CORP
+$4.1M
1,103,658
+4%
增持
CSCO
CISCO SYS INC
+$4.1M
613,072
+1%
增持
MRK
MERCK & CO INC
-$4.0M
1,532,715
+11%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$3.7M
1,484
-87%
建仓
MTX
MINERALS TECHNOLOGIES INC
+$3.6M
47,864
减持
MOG/A
MOOG INC
-$3.4M
257,574
-4%
增持
NTR
NUTRIEN LTD
+$3.4M
96,421
+381%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
-$3.3M
2,671,379
+1%
增持
KVUE
KENVUE INC
-$3.1M
2,940,712
+3%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$3.1M
2,234,955
-1%
增持
—
SEALED AIR CORP NEW
+$3.0M
552,706
+28%
减持
JPM
JPMORGAN CHASE & CO.
-$3.0M
246,051
-16%
增持
KMT
KENNAMETAL INC
-$2.9M
2,573,638
+3%
增持
SHEL
SHELL PLC
-$2.9M
1,491,486
+2%
增持
—
TOTALENERGIES SE
-$2.8M
544,505
+8%
减持
GOOGL
ALPHABET INC
+$2.7M
380,268
-9%
减持
EXE
EXPAND ENERGY CORPORATION
-$2.7M
23,724
-61%
清仓
RBBN
RIBBON COMMUNICATIONS INC
-$2.6M
0
-100%
增持
LNSR
LENSAR INC
+$2.3M
489,318
+10%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$2.2M
91,782
-4%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
396,932
+16%
增持
GSK
GSK PLC
+$2.0M
1,361,209
+26%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$2.0M
708,679
+7%
增持
GD
GENERAL DYNAMICS CORP
-$1.9M
51,635
+0%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$1.7M
151,045
-20%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$1.7M
1,239,508
-1%
增持
—
CNH INDL N V
+$1.7M
1,372,149
+10%
增持
—
CREDICORP LTD
+$1.6M
22,570
+58%
清仓
AVA
AVISTA CORP
-$1.5M
0
-100%
减持
HURC
HURCO CO
-$1.5M
322,613
-12%
减持
CRD/A
CRAWFORD & CO
-$1.5M
313,315
-33%
减持
BNY
BANK NEW YORK MELLON CORP
+$1.4M
1,977,252
-6%
增持
—
SOLARWINDS CORP
+$1.2M
485,329
+12%
清仓
MCY
MERCURY GENL CORP NEW
-$1.1M
0
-100%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$1.1M
22,189
+163%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.0M
49,165
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
28,139
+469%
增持
FLS
FLOWSERVE CORP
+$989.5K
106,877
+7%
减持
BP
BP PLC
-$943.9K
299,423
-4%
增持
ENIC
ENEL CHILE S.A.
+$939.0K
5,707,753
+3%
建仓
VTMX
VESTA REAL ESTATE CORP
+$917.4K
35,838
减持
OGN
ORGANON & CO
-$910.5K
210,523
-1%
减持
MD
PEDIATRIX MEDICAL GROUP INC
+$866.5K
785,174
-4%
建仓
AGCO
AGCO CORP
+$857.8K
9,176
建仓
UPS
UNITED PARCEL SERVICE INC
+$845.5K
6,705
建仓
VTV
VANGUARD INDEX FDS
+$828.6K
4,894
增持
—
COPA HOLDINGS SA
+$808.0K
561,901
+9%
减持
FISV
FISERV INC
-$778.5K
1,068,749
-13%
增持
SR
SPIRE INC
+$763.3K
85,316
+14%
增持
UTMD
UTAH MED PRODS INC
+$759.7K
162,969
+18%
增持
TFC
TRUIST FINL CORP
+$750.5K
748,641
+1%
建仓
TLK
P T TELEKOMUNIKASI INDONESIA
+$741.7K
45,086
增持
ARLO
ARLO TECHNOLOGIES INC
-$721.8K
5,732,547
+7%
减持
—
INTERPUBLIC GROUP COS INC
-$719.7K
183,234
-1%
清仓
—
VERINT SYS INC
-$708.0K
0
-100%
减持
NWG
NATWEST GROUP PLC
+$687.3K
1,189,438
-2%
增持
TIMB
TIM S A
+$606.5K
144,814
+127%
增持
—
UBS GROUP AG
-$606.0K
1,634,014
+1%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$565.6K
1,459,125
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$562.5K
72,746
+3%
建仓
DEO
DIAGEO PLC
+$553.1K
4,351
减持
SXT
SENSIENT TECHNOLOGIES CORP
-$525.0K
11,387
-32%
减持
ARW
ARROW ELECTRS INC
-$478.5K
22,281
-1%
增持
SCHL
SCHOLASTIC CORP
+$460.3K
35,162
+288%
减持
WPP
WPP PLC NEW
-$419.7K
598,396
-2%
增持
SEB
SEABOARD CORP DEL
+$378.3K
330
+144%
减持
ASAIY
SENDAS DISTRIBUIDORA S A
-$365.0K
103,263
-14%
增持
SEIC
SEI INVTS CO
+$356.6K
17,610
+11%
