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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 88
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SHEL
SHELL PLC
+$89.5M
2,496,095
+67%
增持
—
MILLICOM INTL CELLULAR S A
+$81.2M
6,462,857
+41%
建仓
UWMC
UWM HOLDINGS CORP
+$66.8M
12,228,813
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
NTR
NUTRIEN LTD
+$55.4M
1,202,677
+1147%
建仓
UNH
UNITEDHEALTH GROUP INC
+$52.3M
99,868
增持
CI
THE CIGNA GROUP
+$48.7M
671,475
+8%
增持
CVS
CVS HEALTH CORP
+$45.0M
1,700,002
+9%
增持
KMT
KENNAMETAL INC
+$42.9M
4,916,026
+91%
建仓
WLK
WESTLAKE CORPORATION
+$42.1M
421,020
增持
—
ARCH CAP GROUP LTD
+$36.6M
1,421,049
+31%
增持
EPC
EDGEWELL PERS CARE CO
+$33.9M
3,284,437
+61%
增持
CX
CEMEX SAB DE CV
+$33.4M
30,310,346
+25%
增持
GRFS
GRIFOLS S A
+$30.5M
25,741,348
+26%
减持
CAE
CAE INC
-$29.9M
14,174,258
-5%
增持
INVX
INNOVEX INTERNATIONAL INC
+$29.6M
6,549,739
+4%
增持
—
PREMIER INC
+$29.2M
2,439,285
+190%
增持
MHK
MOHAWK INDS INC
+$28.4M
824,702
+49%
减持
CVX
CHEVRON CORP NEW
-$27.2M
672,631
-30%
清仓
—
JOHNSON CTLS INTL PLC
-$23.8M
0
-100%
增持
—
SEALED AIR CORP NEW
+$23.7M
1,467,642
+166%
增持
LKQ
LKQ CORP
+$22.0M
1,784,997
+22%
增持
—
AVADEL PHARMACEUTICALS PLC
+$21.5M
5,667,175
+161%
增持
ABEV
AMBEV SA
+$21.5M
20,934,088
+42%
增持
TXT
TEXTRON INC
+$21.3M
2,263,449
+22%
增持
OTEX
OPEN TEXT CORP
+$20.5M
5,862,278
+30%
增持
SNY
SANOFI
+$20.3M
2,275,677
+4%
增持
HCA
HCA HEALTHCARE INC
+$19.9M
373,739
+3%
增持
FDX
FEDEX CORP
-$19.8M
597,545
+2%
增持
CTVA
CORTEVA INC
+$19.5M
2,945,480
+1%
增持
CAH
CARDINAL HEALTH INC
+$19.4M
988,067
+0%
增持
GSK
GSK PLC
+$19.0M
1,679,888
+23%
增持
IMKTA
INGLES MKTS INC
+$18.6M
814,229
+52%
减持
MCK
MCKESSON CORP
+$18.0M
329,048
-8%
增持
EVRG
EVERGY INC
+$17.8M
1,065,555
+18%
减持
EMR
EMERSON ELEC CO
-$17.6M
916,850
-4%
减持
LH
LABCORP HOLDINGS INC
-$17.6M
484,843
-15%
减持
BABA
ALIBABA GROUP HLDG LTD
+$17.1M
553,653
-16%
减持
SAP
SAP SE
-$17.1M
54,256
-58%
减持
IXUS
ISHARES TR
-$16.9M
17,906
-93%
减持
PNC
PNC FINL SVCS GROUP INC
-$16.5M
758,674
-2%
增持
—
AMDOCS LTD
+$16.5M
2,301,223
+1%
增持
MSM
MSC INDL DIRECT INC
+$15.7M
247,573
+419%
减持
BCS
BARCLAYS PLC
-$15.7M
74,892
-94%
减持
FISV
FISERV INC
-$15.2M
925,209
-13%
增持
CMCSA
COMCAST CORP NEW
+$15.2M
5,522,938
+10%
减持
AIG
AMERICAN INTL GROUP INC
+$15.0M
1,466,602
-5%
增持
GOOG
ALPHABET INC
-$14.4M
424,577
+0%
减持
WRB
BERKLEY W R CORP
+$13.3M
1,094,611
-1%
减持
BAC
BANK AMERICA CORP
-$13.1M
4,968,415
-1%
减持
—
FLEX LTD
-$12.9M
1,546,164
-7%
增持
GOOGL
ALPHABET INC
-$12.5M
384,682
+1%
增持
STM
STMICROELECTRONICS N V
+$12.3M
1,266,925
+103%
增持
—
TOTALENERGIES SE
+$12.2M
647,281
+19%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$12.1M
3,357,293
+26%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$11.9M
3,504,142
+15%
减持
NTGR
NETGEAR INC
-$11.4M
2,981,267
-1%
减持
CSCO
CISCO SYS INC
-$11.2M
406,071
-34%
减持
EMBJ
EMBRAER S.A.
-$10.7M
6,831,487
-23%
增持
MRK
MERCK & CO INC
+$10.6M
1,816,250
+18%
增持
SYY
SYSCO CORP
+$10.5M
786,661
+24%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$10.3M
17,062
-89%
增持
SNN
SMITH & NEPHEW PLC
+$10.2M
1,540,622
+13%
增持
—
COPA HOLDINGS SA
+$10.2M
643,873
+15%
增持
GHM
GRAHAM CORP
-$9.8M
1,362,102
+23%
减持
WPP
WPP PLC NEW
-$9.6M
558,100
-7%
增持
JNJ
JOHNSON & JOHNSON
+$9.3M
402,263
+1%
减持
STT
STATE STR CORP
-$9.2M
1,052,663
-0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$9.1M
980,705
+2%
减持
WFC
WELLS FARGO CO NEW
-$8.9M
2,882,163
-6%
清仓
BP
BP PLC
-$8.9M
0
-100%
增持
AMX
AMERICA MOVIL SAB DE CV
+$8.8M
2,973,652
+27%
增持
VIV
TELEFONICA BRASIL SA
+$8.7M
3,361,595
+23%
减持
NPK
NATIONAL PRESTO INDS INC
-$8.3M
79,827
-49%
增持
HXL
HEXCEL CORP NEW
+$7.8M
1,637,119
+25%
减持
BNY
BANK NEW YORK MELLON CORP
-$7.8M
1,718,250
-13%
建仓
PZZA
PAPA JOHNS INTL INC
+$7.6M
185,785
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.3M
220,685
-1%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$7.0M
7,279,421
+27%
清仓
—
SOLARWINDS CORP
-$6.9M
0
-100%
减持
KVUE
KENVUE INC
+$6.8M
2,900,415
-1%
减持
C
CITIGROUP INC
-$6.4M
2,851,476
-4%
减持
VBR
VANGUARD INDEX FDS
-$6.3M
28,988
-51%
清仓
FLS
FLOWSERVE CORP
-$6.1M
0
-100%
减持
NWG
NATWEST GROUP PLC
-$5.8M
527,930
-56%
清仓
SR
SPIRE INC
-$5.8M
0
-100%
增持
HMC
HONDA MOTOR LTD
+$5.7M
808,624
+42%
增持
—
HANESBRANDS INC
+$5.5M
8,218,049
+60%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.4M
72,014
-1%
增持
MOG/A
MOOG INC
-$5.1M
263,342
+2%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$5.0M
748,625
+6%
增持
NVS
NOVARTIS AG
+$4.7M
225,007
+7%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$4.5M
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$4.3M
1,045,796
+2%
增持
MU
MICRON TECHNOLOGY INC
+$4.2M
1,289,030
+1%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$4.1M
274,897
-3%
增持
E
ENI S P A
+$4.0M
666,998
+10%
增持
UNF
UNIFIRST CORP MASS
+$3.8M
52,292
+69%
增持
OMF
ONEMAIN HLDGS INC
-$3.7M
1,891,376
+3%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$3.7M
2,548,302
+6%
增持
UTMD
UTAH MED PRODS INC
+$3.6M
242,249
+49%
减持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$3.5M
484,754
-27%
增持
FSTR
FOSTER L B CO
-$3.4M
1,006,523
+16%
增持
TKR
TIMKEN CO
+$3.4M
111,947
+72%
增持
LNSR
LENSAR INC
+$3.3M
544,687
+11%
增持
HAL
HALLIBURTON CO
-$3.2M
4,811,019
+4%
增持
ENIC
ENEL CHILE S.A.
+$3.2M
6,000,990
+5%
增持
ORN
ORION GROUP HLDGS INC
-$2.8M
4,273,477
+25%
增持
MTX
MINERALS TECHNOLOGIES INC
+$2.7M
100,339
+110%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$2.7M
865,486
-30%
减持
ETR
ENTERGY CORP NEW
-$2.1M
381,864
-17%
减持
WKC
WORLD KINECT CORPORATION
+$2.0M
2,622,223
-0%
增持
OMC
OMNICOM GROUP INC
-$2.0M
703,643
+0%
增持
QRVO
QORVO INC
+$2.0M
323,720
+6%
减持
JPM
JPMORGAN CHASE & CO.
-$2.0M
232,329
-6%
增持
PHG
KONINKLIJKE PHILIPS N V
+$1.9M
992,203
+8%
减持
TFC
TRUIST FINL CORP
-$1.9M
742,024
-1%
增持
ARLO
ARLO TECHNOLOGIES INC
-$1.9M
6,308,641
+10%
增持
PKE
PARK AEROSPACE CORP
+$1.8M
2,883,348
+14%
增持
TLK
P T TELEKOMUNIKASI INDONESIA
+$1.7M
165,421
+267%
增持
—
GATES INDL CORP PLC
-$1.7M
1,680,223
+6%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.6M
2,225,077
-0%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$1.6M
139,371
+52%
减持
—
UBS GROUP AG
-$1.3M
1,573,481
-4%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.2M
0
-100%
增持
EBMT
EAGLE BANCORP MONT INC
+$1.2M
275,078
+25%
减持
CRD/A
CRAWFORD & CO
-$1.2M
209,400
-33%
增持
—
INTERPUBLIC GROUP COS INC
+$1.2M
234,214
+28%
增持
NKSH
NATIONAL BANKSHARES INC VA
+$1.2M
227,607
+34%
减持
NWN
NORTHWEST NAT HLDG CO
-$1.2M
56,215
-38%
建仓
—
HOLOGIC INC
+$1.0M
16,826
减持
INGR
INGREDION INC
-$778.8K
300,949
-0%
增持
TAP
MOLSON COORS BEVERAGE CO
+$719.3K
79,621
+11%
增持
TIMB
TIM S A
+$707.4K
154,019
+6%
减持
—
CRH PLC
-$689.0K
111,241
-2%
增持
PFE
PFIZER INC
+$681.2K
7,050,072
+5%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$680.9K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$671.1K
52,376
+1%
减持
DGX
QUEST DIAGNOSTICS INC
-$630.2K
5,887
-45%
增持
HTLD
HEARTLAND EXPRESS INC
+$618.7K
96,780
+297%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$551.4K
495,527
+6%
增持
FFIV
F5 INC
+$545.4K
13,828
+11%
减持
—
EQUITY COMWLTH
-$524.3K
212,045
-57%
减持
VTV
VANGUARD INDEX FDS
-$511.1K
1,838
-62%
清仓
KELYA
KELLY SVCS INC
-$510.4K
0
-100%
清仓
ASAIY
SENDAS DISTRIBUIDORA S A
-$461.6K
0
-100%
增持
HURC
HURCO CO
-$373.0K
377,187
+17%
增持
NTES
NETEASE INC
+$357.4K
24,977
+1%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$319.6K
22,715
+2%
减持
MD
PEDIATRIX MEDICAL GROUP INC
-$301.1K
690,158
-12%
增持
WMK
WEIS MKTS INC
+$299.8K
13,511
+23%
