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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 90
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NICE
NICE LTD
+$165.9M
2,229,590
+215%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$151.9M
701,260
增持
MHK
MOHAWK INDS INC
+$137.3M
2,618,422
+137%
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
EFX
EQUIFAX INC
+$134.6M
747,201
减持
CAH
CARDINAL HEALTH INC
-$106.2M
257,924
-67%
减持
KMT
KENNAMETAL INC
-$100.4M
5,265,280
-49%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$99.9M
0
-100%
增持
WLK
WESTLAKE CORPORATION
+$91.8M
1,842,650
+10%
增持
—
AMDOCS LTD
+$85.2M
4,655,087
+71%
减持
CTVA
CORTEVA INC
-$80.0M
895,553
-61%
增持
PZZA
PAPA JOHNS INTL INC
+$71.0M
2,632,804
+609%
增持
TAP
MOLSON COORS BEVERAGE CO
+$65.6M
1,639,212
+1425%
增持
SHEL
SHELL PLC
+$63.7M
2,752,755
+5%
增持
NGG
NATIONAL GRID PLC
+$50.6M
1,312,011
+68%
增持
CAE
CAE INC
-$47.6M
15,874,667
+5%
清仓
UWMC
UWM HOLDINGS CORPORATION
-$45.9M
0
-100%
减持
—
SEALED AIR CORP NEW
-$44.2M
23,092
-98%
减持
CX
CEMEX SA EURO MTN BE 144A
-$43.6M
9,098,991
-29%
减持
NTR
NUTRIEN LTD
-$43.5M
943,685
-49%
减持
FDX
FEDEX CORP
+$42.7M
706,467
-2%
增持
TCOM
TRIP COM GROUP LTD
+$41.1M
867,912
+2803%
增持
PFE
PFIZER INC
+$40.9M
9,107,225
+6%
建仓
LW
LAMB WESTON HLDGS INC
+$39.8M
942,284
增持
EPC
EDGEWELL PERSONAL CARE CO
+$39.1M
6,721,077
+10%
增持
SNY
SANOFI SA
+$38.2M
3,723,100
+28%
减持
MU
MICRON TECHNOLOGY INC
-$36.4M
391,792
-34%
建仓
FMS
FRESENIUS MEDICAL CARE AG
+$36.3M
1,610,849
增持
UNH
UNITEDHEALTH GROUP INC
+$36.2M
621,884
+55%
增持
PGR
PROGRESSIVE CORP
+$35.1M
868,688
+44%
减持
HAL
HALLIBURTON CO
+$32.0M
6,291,344
-17%
增持
ARLO
ARLO TECHNOLOGIES INC
+$30.7M
10,218,854
+25%
减持
TKR
TIMKEN CO
-$30.7M
253,187
-62%
增持
SLB
SLB LIMITED
+$30.3M
2,042,013
+5%
增持
IMKTA
INGLES MKTS INC
+$29.9M
1,252,284
+4%
增持
—
JBS N.V.
+$29.4M
2,982,674
+78%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$28.6M
2,778,908
-34%
增持
OTEX
OPEN TEXT CORP
-$26.8M
12,135,998
+33%
增持
WFC
WELLS FARGO & CO
-$25.7M
2,754,893
+5%
清仓
—
GATES INDL CORP PLC
-$24.3M
0
-100%
增持
SAP
SAP SE
+$24.0M
465,756
+103%
减持
—
MILLICOM INTL CELLULAR S A
-$23.8M
3,261,016
-33%
减持
WRB
BERKLEY W R CORP
-$23.3M
513,217
-37%
增持
EPAM
EPAM SYS INC
-$22.2M
1,325,054
+35%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$21.5M
4,430,642
+14%
建仓
WAT
WATERS CORP
+$20.7M
69,454
增持
NTGR
NETGEAR INC
+$20.0M
3,001,669
+62%
增持
AMX
AMERICA MOVIL SAB DE CV
+$19.7M
3,015,888
+9%
增持
INGR
INGREDION INC
+$19.3M
566,205
+40%
增持
BAC
BANK AMERICA CORP
-$18.6M
4,566,877
+4%
减持
JNJ
JOHNSON & JOHNSON
-$18.4M
279,660
-33%
减持
HCA
HCA HEALTHCARE INC
-$18.2M
343,224
-11%
减持
PBR/A
PETROLEO BRASILEIRO S A
+$17.5M
4,235,628
-23%
增持
—
ICON PLC
+$17.3M
1,435,053
+85%
减持
MRK
MERCK & CO INC
+$17.2M
2,302,562
-7%
增持
ARW
ARROW ELECTRS INC
+$16.8M
431,768
+5%
增持
TGT
TARGET CORP
+$16.0M
573,155
+5%
清仓
E
ENI S P A
-$15.6M
0
-100%
增持
EVRG
EVERGY INC
+$14.7M
1,186,371
+4%
增持
FISV
FISERV INC
-$13.8M
1,927,031
+7%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$13.2M
854,119
+41%
减持
GHM
GRAHAM CORP
+$12.3M
1,170,981
-6%
建仓
NTES
NETEASE COM INC
+$12.2M
109,401
增持
AZO
AUTOZONE INC
+$12.1M
15,044
+32%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$12.0M
500,894
+5%
增持
VIV
TELEFONICA BRASIL SA
+$12.0M
2,450,386
+8%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$11.6M
1,485,532
+5%
增持
ABEV
AMBEV SA
+$11.6M
23,075,673
+2%
增持
kspi us equity
KASPI KZ JSC
+$11.5M
744,099
+33%
增持
DEO
DIAGEO PLC
+$11.4M
501,973
+66%
减持
CVX
CHEVRON CORPORATION
+$10.9M
483,160
-17%
减持
—
TOTALENERGIES SE
+$10.6M
693,857
-16%
增持
SSNC
SS&C TECH HLDGS
-$10.6M
1,205,943
+15%
增持
TXT
TEXTRON INC
+$10.3M
2,840,753
+4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$10.1M
666,113
+4%
减持
—
UBS GROUP AG
-$10.1M
1,368,472
-0%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$9.9M
1,105,503
+6%
增持
MTX
MINERALS TECHNOLOGIES INC
+$9.7M
840,959
+3%
减持
LKQ
LKQ CORP
-$9.6M
1,627,869
-14%
增持
LH
LABCORP HOLDINGS INC
+$9.5M
245,306
+10%
增持
CI
THE CIGNA GROUP
+$9.2M
1,008,869
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$9.1M
190,238
+5%
减持
JPM
JPMORGAN CHASE & CO
-$9.0M
145,662
-10%
增持
WKC
WORLD KINECT CORPORATION
+$8.9M
4,289,840
+12%
减持
VBR
VANGUARD INDEX FDS
-$8.6M
8,152
-83%
减持
NWG
NATWEST GROUP PLC
-$8.5M
12,878
-97%
增持
UTMD
UTAH MED PRODS INC
+$8.2M
449,279
+28%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$8.1M
2,428,930
+29%
减持
PKE
PARK AEROSPACE CORP
+$8.1M
2,782,337
-13%
增持
PHG
KONINKLIJKE PHILIPS N V
+$7.8M
1,988,923
+15%
增持
MSM
MSC INDL DIRECT INC
+$7.5M
372,515
+17%
减持
NVS
NOVARTIS AG
-$7.3M
189,570
-28%
减持
EBMT
EAGLE BANCORP MONT INC
-$6.9M
64,963
-84%
减持
INVX
INNOVEX INTERNATIONAL INC
-$6.9M
6,583,415
-14%
增持
KVUE
KENVUE INC
+$6.7M
3,484,968
+13%
增持
EMBJ
EMBRAER S.A.
+$6.6M
5,703,945
+11%
减持
IXUS
ISHARES TR
-$6.5M
68,387
-53%
增持
ORN
ORION GROUP HLDGS INC
+$6.4M
5,159,835
+3%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$6.1M
808,807
+10%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$6.1M
3,042,840
+31%
增持
—
ARCH CAP GROUP LTD
+$6.1M
1,772,372
+4%
增持
SON
SONOCO PRODS CO
+$5.8M
403,630
+10%
增持
CMCSA
COMCAST CORP NEW
+$5.4M
6,429,738
+7%
减持
MCK
MCKESSON CORP
-$5.2M
172,487
-8%
减持
ETR
ENTERGY CORP NEW
+$5.2M
370,712
-6%
增持
—
CNH INDL N V
+$5.0M
2,720,192
+1%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$5.0M
458,556
-35%
增持
CVS
CVS HEALTH CORP
-$5.0M
1,969,801
+7%
减持
VTV
VANGUARD INDEX FDS
-$4.8M
1,547
-94%
增持
GOOG
ALPHABET INC
-$4.8M
293,577
+4%
增持
—
COPA HOLDINGS SA
+$4.7M
736,228
+13%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$4.7M
0
-100%
增持
FSTR
FOSTER L B CO
+$4.7M
1,481,323
+9%
增持
EMR
EMERSON ELEC CO
+$4.4M
953,506
+5%
减持
GSK
GSK PLC
-$4.4M
1,453,002
-16%
减持
HXL
HEXCEL CORP NEW
-$4.4M
2,234,325
-11%
建仓
TFX
TELEFLEX INCORPORATED
+$4.0M
33,109
增持
SNN
SMITH & NEPHEW PLC
+$3.9M
1,342,198
+14%
增持
LNSR
LENSAR INC
-$3.8M
1,025,176
+20%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$3.6M
299,036
+9%
增持
MOV
MOVADO GROUP INC
+$3.5M
739,192
+5%
清仓
—
HOLOGIC INC
-$3.3M
0
-100%
建仓
TSN
TYSON FOODS INC
+$3.3M
51,203
增持
GOOGL
ALPHABET INC
-$3.2M
353,899
+6%
增持
SCHL
SCHOLASTIC CORP
+$3.1M
291,888
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.9M
814,000
+2%
减持
MOG/A
MOOG INC
-$2.8M
286,709
-20%
减持
STM
STMICROELECTRONICS N V
-$2.7M
1,098,931
-30%
增持
ENIC
ENEL CHILE SA
+$2.5M
6,009,907
+14%
建仓
TRU
TRANSUNION
+$2.4M
34,305
建仓
CAG
CONAGRA BRANDS INC
+$2.3M
148,610
清仓
SEB
SEABOARD CORP DEL
-$2.1M
0
-100%
减持
NPK
NATIONAL PRESTO INDS INC
-$2.0M
40,208
-43%
增持
GRFS
GRIFOLS S A
+$2.0M
36,333,714
+17%
增持
FTRE
FORTREA HLDGS INC
-$1.9M
307,267
+10%
减持
UNF
UNIFIRST CORP MASS
-$1.9M
274,466
-25%
增持
HMC
HONDA MOTOR CO LTD
+$1.8M
1,229,723
+29%
增持
WPP
WPP PLC NEW
-$1.8M
898,714
+28%
增持
C
CITIGROUP INC
+$1.7M
2,444,489
+4%
增持
OMC
OMNICOM GROUP INC
-$1.7M
1,145,912
+5%
增持
OMF
ONEMAIN HLDGS INC
-$1.6M
116,751
+0%
增持
SYY
SYSCO CORP
+$1.4M
905,717
+6%
增持
CENTA
CENTRAL GARDEN & PET CO
+$1.4M
119,994
+41%
增持
QRVO
QORVO INC
-$1.4M
464,880
+5%
增持
TIMB
TIM S A
+$1.3M
160,786
+7%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
0
-100%
增持
TFC
TRUIST FINL CORP
-$1.2M
832,427
+4%
减持
NKSH
NATIONAL BANKSHARES INC VA
-$1.2M
193,422
-21%
减持
—
FLEXTRONICS INTL LTD
+$1.1M
757,115
-6%
增持
XRAY
DENTSPLY SIRONA INC
+$1.1M
939,106
+10%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$980.8K
59,440
+22%
