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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 82
减持 51
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$150.1M
850,835
+46191%
建仓
BDX
BECTON DICKINSON & CO
+$150.1M
871,110
增持
OTEX
OPEN TEXT CORP
+$96.3M
8,368,336
+43%
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。
减持
MCK
MCKESSON CORP
-$91.6M
177,220
-46%
增持
CAE
CAE INC
+$84.7M
14,803,106
+4%
增持
KMT
KENNAMETAL INC
+$82.5M
8,154,119
+66%
增持
GRFS
GRIFOLS S A
+$70.4M
28,035,461
+9%
增持
WLK
WESTLAKE CORPORATION
+$68.5M
1,456,871
+246%
减持
LH
LABCORP HOLDINGS INC
-$58.9M
205,647
-58%
增持
CX
CEMEX SAB DE CV
+$56.2M
32,648,163
+8%
增持
TXT
TEXTRON INC
+$54.4M
2,714,466
+20%
增持
—
MILLICOM INTL CELLULAR S A
+$52.6M
6,624,718
+3%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$48.6M
108,603
-96%
增持
HXL
HEXCEL CORP NEW
+$48.2M
2,440,242
+49%
减持
EMBJ
EMBRAER S.A.
+$41.5M
6,275,601
-8%
建仓
TGT
TARGET CORP
+$39.8M
403,675
减持
ARLO
ARLO TECHNOLOGIES INC
+$39.6M
6,005,562
-5%
减持
STT
STATE STR CORP
-$39.5M
514,510
-51%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$39.2M
8,100,322
+11%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.4M
0
-100%
增持
NTR
NUTRIEN LTD
+$35.0M
1,626,395
+35%
减持
C
CITIGROUP INC
+$34.3M
2,780,651
-2%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$32.2M
603,941
+333%
减持
KVUE
KENVUE INC
-$31.9M
1,798,333
-38%
减持
MU
MICRON TECHNOLOGY INC
+$30.8M
1,158,894
-10%
建仓
—
ICON PLC
+$30.2M
207,533
增持
TKR
TIMKEN CO
+$29.2M
513,641
+359%
减持
NTGR
NETGEAR INC
-$26.6M
1,594,211
-47%
增持
PZZA
PAPA JOHNS INTL INC
+$26.2M
690,299
+272%
减持
GHM
GRAHAM CORP
+$25.9M
1,316,535
-3%
清仓
CSCO
CISCO SYS INC
-$25.1M
0
-100%
减持
CAH
CARDINAL HEALTH INC
+$23.3M
948,994
-4%
增持
MTX
MINERALS TECHNOLOGIES INC
+$23.3M
538,073
+436%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.1M
263,751
+20%
减持
BAC
BANK AMERICA CORP
+$22.8M
4,863,575
-2%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$21.2M
233,830
-15%
减持
EMR
EMERSON ELEC CO
+$17.5M
884,967
-3%
增持
ORN
ORION GROUP HLDGS INC
+$16.9M
4,324,589
+1%
增持
—
SEALED AIR CORP NEW
+$16.8M
1,908,782
+30%
减持
WFC
WELLS FARGO CO NEW
+$16.5M
2,788,372
-3%
增持
PFE
PFIZER INC
+$16.3M
8,042,709
+14%
减持
OMF
ONEMAIN HLDGS INC
+$14.4M
1,874,863
-1%
清仓
GD
GENERAL DYNAMICS CORP
-$14.3M
0
-100%
增持
CVX
CHEVRON CORP NEW
-$14.0M
687,909
+2%
增持
—
AVADEL PHARMACEUTICALS PLC
+$13.0M
6,487,642
+14%
增持
HAL
HALLIBURTON CO
+$13.0M
6,625,668
+38%
增持
AMX
AMERICA MOVIL SAB DE CV
+$12.4M
3,047,720
+2%
增持
MRK
MERCK & CO INC
-$11.7M
1,912,228
+5%
增持
PHG
KONINKLIJKE PHILIPS N V
+$11.5M
1,530,918
+54%
减持
LKQ
LKQ CORP
-$11.5M
1,741,269
-2%
减持
CTVA
CORTEVA INC
-$11.3M
2,335,741
-21%
增持
—
UBS GROUP AG
+$11.1M
1,754,446
+12%
增持
MOG/A
MOOG INC
+$11.1M
313,641
+19%
减持
HCA
HCA HEALTHCARE INC
+$11.0M
365,689
-2%
增持
GOOGL
ALPHABET INC
+$10.8M
398,576
+4%
增持
VIV
TELEFONICA BRASIL SA
+$10.4M
3,480,597
+4%
减持
AZO
AUTOZONE INC
-$10.3M
14,085
-14%
减持
—
COPA HOLDINGS SA
+$10.0M
631,943
-2%
增持
—
HANESBRANDS INC
+$9.5M
12,423,152
+51%
增持
UNH
UNITEDHEALTH GROUP INC
-$8.8M
139,416
+40%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$8.3M
4,510,519
+34%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$8.0M
528,135
+7%
增持
SAP
SAP SE
+$7.9M
74,013
+36%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$7.9M
614,112
-64%
增持
INVX
INNOVEX INTERNATIONAL INC
-$7.4M
7,054,674
+8%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$7.4M
902,669
+21%
减持
—
FLEX LTD
+$7.3M
1,170,482
-24%
增持
IMKTA
INGLES MKTS INC
+$7.1M
948,627
+17%
增持
OMC
OMNICOM GROUP INC
-$6.7M
717,946
+2%
减持
STM
STMICROELECTRONICS N V
+$6.3M
1,122,295
-11%
增持
SNY
SANOFI
-$6.2M
2,483,767
+9%
增持
FSTR
FOSTER L B CO
+$6.0M
1,179,015
+17%
减持
AIG
AMERICAN INTL GROUP INC
-$5.6M
1,424,592
-3%
增持
PKE
PARK AEROSPACE CORP
+$5.6M
3,001,732
+4%
减持
—
GATES INDL CORP PLC
+$5.5M
1,583,799
-6%
建仓
MOV
MOVADO GROUP INC
+$5.5M
363,296
增持
SNN
SMITH & NEPHEW PLC
+$5.4M
1,604,400
+4%
减持
—
PREMIER INC
+$5.3M
2,386,361
-2%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$5.3M
3,712,278
+6%
增持
—
ARCH CAP GROUP LTD
-$5.3M
1,443,320
+2%
增持
EPC
EDGEWELL PERS CARE CO
+$5.1M
4,597,685
+40%
增持
QRVO
QORVO INC
+$5.0M
334,947
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$5.0M
213,684
-8%
增持
SHEL
SHELL PLC
-$4.9M
2,527,597
+1%
增持
SLB
SCHLUMBERGER LTD
+$4.9M
1,439,089
+38%
增持
CMCSA
COMCAST CORP NEW
-$4.9M
5,573,835
+1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$4.9M
930,748
-5%
减持
GOOG
ALPHABET INC
+$4.8M
401,225
-6%
增持
MSM
MSC INDL DIRECT INC
+$4.8M
283,076
+14%
增持
IPGP
IPG PHOTONICS CORP
+$4.7M
133,592
+88%
减持
PNC
PNC FINL SVCS GROUP INC
+$4.5M
739,521
-3%
增持
XRAY
DENTSPLY SIRONA INC
+$4.4M
376,662
+257%
减持
ETR
ENTERGY CORP NEW
-$4.3M
340,972
-11%
增持
FDX
FEDEX CORP
+$4.1M
658,807
+10%
减持
BNY
BANK NEW YORK MELLON CORP
-$4.0M
1,537,771
-11%
增持
JNJ
JOHNSON & JOHNSON
-$4.0M
410,765
+2%
增持
NVS
NOVARTIS AG
+$3.9M
239,282
+6%
增持
CVS
CVS HEALTH CORP
+$3.7M
1,723,998
+1%
减持
VBR
VANGUARD INDEX FDS
-$3.7M
8,932
-69%
增持
UNF
UNIFIRST CORP MASS
+$3.5M
66,783
+28%
增持
FISV
FISERV INC
-$3.3M
1,166,009
+26%
建仓
IQV
IQVIA HLDGS INC
+$2.9M
18,489
减持
—
CRH PLC
-$2.9M
75,306
-32%
增持
MHK
MOHAWK INDS INC
-$2.9M
870,778
+6%
增持
GSK
GSK PLC
+$2.8M
1,767,435
+5%
减持
WRB
BERKLEY W R CORP
-$2.5M
1,025,919
-6%
增持
HMC
HONDA MOTOR LTD
+$2.5M
847,314
+5%
清仓
NWN
NORTHWEST NAT HLDG CO
-$2.4M
0
-100%
清仓
CRD/A
CRAWFORD & CO
-$2.4M
0
-100%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.2M
2,153,116
-3%
增持
TFC
TRUIST FINL CORP
+$2.2M
760,426
+2%
增持
E
ENI S P A
+$2.2M
702,770
+5%
增持
HURC
HURCO CO
+$2.2M
423,332
+12%
增持
CI
THE CIGNA GROUP
+$2.2M
674,759
+0%
增持
SYY
SYSCO CORP
+$2.1M
806,944
+3%
增持
—
AMDOCS LTD
+$1.9M
2,328,804
+1%
减持
MD
PEDIATRIX MEDICAL GROUP INC
-$1.9M
565,212
-18%
增持
UTMD
UTAH MED PRODS INC
+$1.9M
271,322
+12%
减持
ENIC
ENEL CHILE S.A.
-$1.8M
4,900,227
-18%
减持
INGR
INGREDION INC
-$1.7M
287,313
-5%
建仓
BRC
BRADY CORP
+$1.5M
22,303
建仓
EPAM
EPAM SYS INC
+$1.4M
7,722
增持
BABA
ALIBABA GROUP HLDG LTD
-$1.3M
633,732
+14%
减持
NPK
NATIONAL PRESTO INDS INC
-$1.3M
58,358
-27%
清仓
IXUS
ISHARES TR
-$1.3M
0
-100%
减持
NKSH
NATIONAL BANKSHARES INC VA
-$1.2M
177,826
-22%
增持
SCHL
SCHOLASTIC CORP
+$1.2M
97,149
+124%
增持
—
HOLOGIC INC
+$1.2M
34,413
+105%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
-$1.2M
1,219,798
+6%
增持
—
TOTALENERGIES SE
-$1.2M
662,773
+2%
清仓
BCS
BARCLAYS PLC
-$1.2M
0
-100%
减持
NWG
NATWEST GROUP PLC
+$1.1M
521,284
-1%
减持
—
CNH INDL N V
-$1.1M
1,125,287
-12%
清仓
WMK
WEIS MKTS INC
-$1.0M
0
-100%
清仓
SXT
SENSIENT TECHNOLOGIES CORP
-$1.0M
0
-100%
增持
WHR
WHIRLPOOL CORP
+$1.0M
19,921
+77%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$986.2K
11,946
-47%
清仓
—
SKECHERS U S A INC
-$888.8K
0
-100%
减持
ABEV
AMBEV SA
+$886.3K
20,606,928
-2%
增持
ARW
ARROW ELECTRS INC
+$770.8K
25,359
+7%
减持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$767.3K
375,375
-23%
减持
—
CREDICORP LTD
-$759.9K
15,299
-32%
增持
WPP
WPP PLC NEW
+$744.1K
626,371
+12%
增持
EVRG
EVERGY INC
+$709.0K
1,076,140
+1%
增持
TAP
MOLSON COORS BEVERAGE CO
-$668.1K
86,888
+9%
减持
TIMB
TIM S A
+$652.9K
152,326
-1%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$652.2K
907,346
+5%
增持
SEIC
SEI INVTS CO
+$598.6K
25,311
+17%
减持
FFIV
F5 INC
-$544.5K
10,660
-23%
增持
HTLD
HEARTLAND EXPRESS INC
+$532.5K
164,904
+70%
