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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 86
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
PGR
PROGRESSIVE CORP
+$137.2M
602,276
清仓
—
HANESBRANDS INC
-$127.4M
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
-$118.1M
4,552
-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。
减持
OMF
ONEMAIN HLDGS INC
-$100.9M
116,733
-94%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$99.9M
1,598,946
增持
FISV
FISERV INC
-$85.4M
1,805,562
+13%
建仓
NICE
NICE LTD
+$79.9M
707,208
减持
—
AVADEL PHARMACEUTICALS PLC
-$78.4M
218,425
-96%
增持
EPAM
EPAM SYS INC
+$77.5M
983,830
+20%
减持
CX
CEMEX SAB DE CV
-$76.2M
12,852,316
-48%
减持
KMT
KENNAMETAL INC
+$74.5M
10,231,052
-1%
建仓
NGG
NATIONAL GRID PLC
+$60.4M
780,474
增持
MRK
MERCK & CO INC
+$56.4M
2,467,525
+2%
建仓
—
TOTALENERGIES SE
+$54.1M
828,232
增持
UNF
UNIFIRST CORP MASS
+$47.7M
367,786
+164%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$46.6M
476,471
建仓
UWMC
UWM HOLDINGS CORPORATION
+$45.9M
10,471,859
清仓
—
TOTALENERGIES SE
-$45.7M
0
-100%
增持
ARW
ARROW ELECTRS INC
+$41.8M
409,461
+1412%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$40.9M
2,322,430
+3%
增持
OTEX
OPEN TEXT CORP
-$39.7M
9,106,157
+1%
减持
FDX
FEDEX CORP
+$37.1M
723,281
-1%
减持
—
SEALED AIR CORP NEW
-$35.3M
1,090,676
-52%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$34.0M
737,546
+363%
增持
HAL
HALLIBURTON CO
+$30.1M
7,548,930
+1%
增持
HXL
HEXCEL CORP NEW
+$28.5M
2,506,068
+0%
增持
—
ARCH CAP GROUP LTD
+$27.4M
1,710,565
+14%
减持
MU
MICRON TECHNOLOGY INC
+$26.5M
591,323
-30%
增持
OMC
OMNICOM GROUP INC
+$25.7M
1,089,323
+43%
减持
INVX
INNOVEX INTERNATIONAL INC
+$25.5M
7,656,210
-0%
增持
DEO
DIAGEO PLC
+$25.4M
301,596
+4475%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$24.5M
4,201,864
-29%
增持
—
GLOBANT S A
+$24.4M
2,400,732
+4%
建仓
—
JBS N.V.
+$24.2M
1,678,836
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$24.2M
1,414,368
+12%
减持
EMBJ
EMBRAER S.A.
-$23.8M
5,155,739
-12%
减持
BABA
ALIBABA GROUP HLDG LTD
-$23.8M
639,228
-3%
增持
BDX
BECTON DICKINSON & CO
+$22.9M
1,229,707
+7%
增持
SLB
SLB LIMITED
+$22.9M
1,943,761
+29%
减持
PZZA
PAPA JOHNS INTL INC
-$21.2M
371,409
-50%
增持
CI
THE CIGNA GROUP
+$21.1M
944,262
+14%
增持
SAP
SAP SE
+$19.7M
229,454
+70%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$19.6M
1,043,352
+27%
清仓
—
PREMIER INC
-$18.6M
0
-100%
减持
WRB
BERKLEY W R CORP
-$18.4M
817,992
-17%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$17.8M
606,737
+93%
减持
STT
STATE STR CORP
-$17.4M
370,477
-34%
增持
CAE
CAE INC
+$16.8M
15,157,988
+1%
减持
BAC
BANK AMERICA CORP
-$16.2M
4,386,202
-12%
减持
—
MILLICOM INTL CELLULAR S A
-$15.1M
4,836,505
-17%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$14.8M
22,094
-98%
增持
MOG/A
MOOG INC
+$14.7M
356,187
+3%
增持
WKC
WORLD KINECT CORPORATION
+$13.9M
3,845,750
+31%
减持
CVX
CHEVRON CORP NEW
-$13.5M
584,604
-12%
增持
KVUE
KENVUE INC
+$13.4M
3,094,648
+26%
减持
JPM
JPMORGAN CHASE & CO.
-$12.6M
160,966
-21%
增持
IXUS
ISHARES TR
+$12.1M
146,997
+3661%
增持
TKR
TIMKEN CO
+$12.1M
667,166
+14%
增持
MCK
MCKESSON CORP
+$12.0M
188,365
+2%
增持
CVS
CVS HEALTH CORP
+$10.8M
1,845,342
+3%
增持
kspi us equity
KASPI KZ JSC
+$10.3M
558,071
+37%
减持
E
ENI S P A
-$10.2M
410,556
-44%
增持
VBR
VANGUARD INDEX FDS
+$10.1M
48,934
+3661%
增持
NTR
NUTRIEN LTD
+$9.8M
1,859,268
+4%
减持
HCA
HCA HEALTHCARE INC
+$9.7M
386,831
-4%
增持
TGT
TARGET CORP
+$9.7M
547,294
+12%
减持
C
CITIGROUP INC
+$9.5M
2,361,032
-10%
增持
—
ICON PLC
+$9.3M
776,732
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.0M
797,827
+2%
增持
NTGR
NETGEAR INC
-$8.7M
1,855,555
+11%
减持
AMX
AMERICA MOVIL SAB DE CV
-$8.7M
2,762,821
-12%
减持
JNJ
JOHNSON & JOHNSON
+$8.7M
419,162
-0%
增持
ORN
ORION GROUP HLDGS INC
+$8.6M
5,010,193
+1%
增持
SON
SONOCO PRODS CO
+$8.5M
368,464
+111%
增持
MTX
MINERALS TECHNOLOGIES INC
+$8.5M
819,908
+23%
增持
SHEL
SHELL PLC
+$8.5M
2,617,417
+2%
减持
LH
LABCORP HOLDINGS INC
-$8.2M
222,911
-0%
增持
SNY
SANOFI SA
+$7.9M
2,913,256
+3%
清仓
—
INTERPUBLIC GROUP COS INC
-$7.6M
0
-100%
增持
—
CNH INDL N V
+$7.4M
2,704,581
+68%
增持
ABEV
AMBEV SA
+$7.4M
22,600,124
+4%
增持
AZO
AUTOZONE INC
-$6.9M
11,417
+7%
清仓
—
CRH PLC
-$6.7M
0
-100%
减持
VIV
TELEFONICA BRASIL SA
-$6.7M
2,277,427
-14%
减持
SNN
SMITH & NEPHEW PLC
-$6.6M
1,181,183
-6%
减持
—
FLEX LTD
-$6.0M
801,904
-15%
增持
QRVO
QORVO INC
+$6.0M
442,000
+28%
减持
BNY
BANK NEW YORK MELLON CORP
-$5.9M
382,234
-17%
增持
ARLO
ARLO TECHNOLOGIES INC
+$5.8M
8,198,707
+28%
增持
INGR
INGREDION INC
+$5.5M
403,503
+26%
增持
PKE
PARK AEROSPACE CORP
+$5.4M
3,191,411
+3%
减持
GOOGL
ALPHABET INC
+$5.2M
335,420
-18%
减持
CAH
CARDINAL HEALTH INC
+$5.2M
781,909
-21%
减持
—
UBS GROUP AG
+$5.1M
1,372,632
-4%
增持
SYY
SYSCO CORP
-$4.8M
857,140
+4%
减持
GHM
GRAHAM CORP
+$4.8M
1,247,033
-9%
增持
VTV
VANGUARD INDEX FDS
+$4.5M
26,656
+704%
增持
NVS
NOVARTIS AG
+$4.4M
262,797
+6%
增持
WLK
WESTLAKE CORPORATION
+$4.2M
1,670,327
+8%
减持
GSK
GSK PLC
+$4.0M
1,724,576
-8%
减持
TXT
TEXTRON INC
-$3.9M
2,735,047
-5%
增持
XRAY
DENTSPLY SIRONA INC
+$3.9M
856,878
+83%
增持
STM
STMICROELECTRONICS N V
+$3.9M
1,566,965
+20%
增持
—
COPA HOLDINGS SA
+$3.8M
654,255
+4%
增持
TFC
TRUIST FINL CORP
+$3.8M
802,907
+3%
增持
—
GATES INDL CORP PLC
-$3.8M
1,130,476
+0%
减持
GOOG
ALPHABET INC
+$3.7M
283,586
-19%
减持
EMR
EMERSON ELEC CO
-$3.5M
908,082
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.4M
181,617
-2%
减持
WPP
WPP PLC NEW
-$3.3M
702,057
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.2M
400,063
+7%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$3.0M
3,881,882
-1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.9M
48,863
+215%
增持
FTRE
FORTREA HLDGS INC
+$2.8M
279,273
+15%
增持
EPC
EDGEWELL PERS CARE CO
-$2.7M
6,119,499
+16%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$2.6M
30,048
+1037%
增持
PHG
KONINKLIJKE PHILIPS N V
+$2.6M
1,725,997
+7%
增持
CMCSA
COMCAST CORP NEW
-$2.6M
5,994,421
+4%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$2.5M
85,299
增持
MHK
MOHAWK INDS INC
+$2.4M
1,102,574
+20%
建仓
TCOM
TRIP COM GROUP LTD
+$2.2M
29,900
减持
HSBC
HSBC HLDGS PLC
-$2.0M
10,175
-74%
增持
IMKTA
INGLES MKTS INC
+$2.0M
1,206,646
+4%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.9M
13,676
增持
—
AMDOCS LTD
+$1.9M
2,714,965
+3%
增持
MOV
MOVADO GROUP INC
+$1.9M
704,036
+6%
增持
MSM
MSC INDL DIRECT INC
+$1.7M
319,034
+17%
增持
UTMD
UTAH MED PRODS INC
-$1.6M
351,322
+4%
增持
LKQ
LKQ CORP
+$1.6M
1,900,120
+4%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$1.6M
705,272
-0%
清仓
PAHC
PHIBRO ANIMAL HEALTH CORP
-$1.6M
0
-100%
增持
EBMT
EAGLE BANCORP MONT INC
+$1.5M
413,888
+6%
增持
IQV
IQVIA HLDGS INC
+$1.4M
29,496
+7%
增持
EVRG
EVERGY INC
-$1.4M
1,138,521
+3%
增持
NKSH
NATIONAL BANKSHARES INC VA
+$1.4M
244,505
+5%
减持
NWG
NATWEST GROUP PLC
+$1.4M
496,566
-4%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
24,869
增持
WHR
WHIRLPOOL CORP
+$1.3M
43,302
+88%
减持
BRC
BRADY CORP
-$1.3M
61,573
-21%
增持
CPB
THE CAMPBELLS COMPANY
+$1.3M
112,984
+91%
增持
ENIC
ENEL CHILE S.A.
+$1.2M
5,270,748
+2%
增持
SCHL
SCHOLASTIC CORP
+$1.1M
279,686
+7%
减持
MD
PEDIATRIX MEDICAL GROUP INC
-$1.1M
442,273
-30%
增持
CFG
CITIZENS FINL GROUP INC
+$971.3K
68,001
+20%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$932.9K
1,052,905
+3%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$876.0K
275,591
+6%
增持
HURC
HURCO CO
-$786.9K
505,717
+2%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
-$778.0K
1,887,645
+7%
增持
TAP
MOLSON COORS BEVERAGE CO
+$771.1K
107,479
+15%
增持
SHC
SOTERA HEALTH CO
+$733.3K
148,572
+24%
