BRANDES INVESTMENT PARTNERS, LP
Q2 2026 13F filing
Updated 27 days ago472 disclosed positions worth $14.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAE CAE INC | $414.6M | 16.55M | 2.91% | Added(+15.0%) |
| 2 | E EMBJ EMBRAER S.A. | $342.1M | 5.36M | 2.40% | Added(+5.9%) |
| 3 | O OTEX OPEN TEXT CORP | $270.4M | 12.21M | 1.90% | Added(+8.1%) |
| 4 | M MHK MOHAWK INDS INC | $241.9M | 1.99M | 1.70% | Added(+2.7%) |
| 5 | N NCSYF NICE LTD | $238.7M | 2.63M | 1.67% | Added(+29.1%) |
| 6 | G GIKLY GRIFOLS S A | $229.2M | 32.37M | 1.61% | Added(+3.8%) |
| 7 | C CNH CNH INDL N V | $206M | 18.35M | 1.44% | Added(+16198.5%) |
| 8 | M MLCMF MILLICOM INTL CELLULAR S A | $169.2M | 1.86M | 1.19% | Trimmed(-16.7%) |
| 9 | B BDX BECTON DICKINSON & CO | $160M | 1.06M | 1.12% | Trimmed(-0.2%) |
| 10 | D DOX AMDOCS LTD | $158M | 3.13M | 1.11% | Trimmed(-6.7%) |
| 11 | M MRK MERCK & CO INC | $155M | 1.21M | 1.09% | Trimmed(-25.0%) |
| 12 | C CI THE CIGNA GROUP | $149.9M | 543.6K | 1.05% | Trimmed(-25.0%) |
| 13 | C C-PR CITIGROUP INC | $145M | 1.04M | 1.02% | Trimmed(-39.8%) |
| 14 | T TXT TEXTRON INC | $142.1M | 1.55M | 1.00% | Trimmed(-20.0%) |
| 15 | E EPC EDGEWELL PERSONAL CARE CO | $142.1M | 5.29M | 1.00% | Added(+6.3%) |
| 16 | H HXL HEXCEL CORP NEW | $141.1M | 1.41M | 0.99% | Trimmed(-6.8%) |
| 17 | R RYDAF SHELL PLC | $138.1M | 1.78M | 0.97% | Trimmed(-26.1%) |
| 18 | B BAC-PS BANK OF AMER CORP | $137.6M | 2.41M | 0.96% | Trimmed(-24.6%) |
| 19 | S SNYNF SANOFI SA | $132.1M | 3.10M | 0.93% | Added(+14.2%) |
| 20 | A AJG GALLAGHER ARTHUR J & CO | $122.7M | 534.4K | 0.86% | Added(+5.7%) |
| 21 | W WFC-PZ WELLS FARGO & CO | $121.1M | 1.47M | 0.85% | Trimmed(-24.5%) |
| 22 | E EFX EQUIFAX INC | $118.4M | 745.7K | 0.83% | Added(+41.8%) |
| 23 | P PFE PFIZER INC | $116.1M | 4.82M | 0.81% | Trimmed(-23.9%) |
| 24 | A ARLO ARLO TECHNOLOGIES INC | $114.5M | 8.50M | 0.80% | Added(+4.5%) |
| 25 | C CXMSF CEMEX SA EURO MTN BE 144A | $114.1M | 9.51M | 0.80% | Added(+9.4%) |
| 26 | I ICLR ICON PUB LTD CO | $113.3M | 652.0K | 0.79% | Trimmed(-26.8%) |
| 27 | U UNH UNITEDHEALTH GROUP INC | $112.2M | 270.0K | 0.79% | Trimmed(-38.4%) |
| 28 | F FDX FEDEX CORP | $111.8M | 356.9K | 0.78% | Trimmed(-29.2%) |
| 29 | C CVS CVS HEALTH CORP | $107.7M | 1.04M | 0.76% | Trimmed(-22.2%) |
| 30 | G GHM GRAHAM CORP | $107.6M | 869.3K | 0.75% | Trimmed(-9.5%) |
| 31 | I INVX INNOVEX INTERNATIONAL INC | $107.6M | 4.34M | 0.75% | Trimmed(-14.9%) |
| 32 | P PGR PROGRESSIVE CORP | $107.4M | 491.7K | 0.75% | Trimmed(-15.7%) |
| 33 | C CCJ THE CAMPBELLS COMPANY | $105.8M | 4.75M | 0.74% | Added(+2739.9%) |
| 34 | P PNC PNC FINL SVCS GROUP INC | $105.6M | 428.9K | 0.74% | Trimmed(-24.5%) |
| 35 | W WKC WORLD KINECT CORPORATION | $103.5M | 3.14M | 0.73% | Added(+2.5%) |
| 36 | H HAL HALLIBURTON CO | $102.4M | 3.02M | 0.72% | Trimmed(-24.4%) |
| 37 | S SAPGF SAP SE | $94.6M | 613.9K | 0.66% | Added(+32.0%) |
| 38 | B BBAAY ALIBABA GROUP HLDG LTD | $92.3M | 962.0K | 0.65% | Added(+44.7%) |
| 39 | A ACGLO ARCH CAP GROUP LTD | $92.1M | 949.1K | 0.65% | Trimmed(-21.7%) |
| 40 | I IMKTA INGLES MKTS INC | $88.4M | 997.7K | 0.62% | Added(+0.4%) |
| 41 | P PKE PARK AEROSPACE CORP | $86.7M | 2.27M | 0.61% | Trimmed(-9.6%) |
| 42 | Z ZTS ZOETIS INC | $85.7M | 1.19M | 0.60% | — |
| 43 | G GLOB GLOBANT S A | $85.1M | 2.94M | 0.60% | Added(+18.1%) |
| 44 | C CPA COPA HOLDINGS SA | $84.9M | 545.9K | 0.60% | Added(+6.3%) |
| 45 | C CCZ COMCAST CORP NEW | $84.1M | 3.43M | 0.59% | Trimmed(-23.1%) |
| 46 | N NMKBP NATIONAL GRID PLC | $83.3M | 1.01M | 0.58% | Added(+3.1%) |
| 47 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $80.9M | 169.5K | 0.57% | Trimmed(-9.7%) |
| 48 | A AMXOF AMERICA MOVIL SAB DE CV | $80.4M | 3.09M | 0.56% | Added(+2.6%) |
| 49 | H HCA HCA HEALTHCARE INC | $78.7M | 201.9K | 0.55% | Trimmed(-17.4%) |
| 50 | P PBH PRESTIGE CONSMR HEALTHCARE I | $78.4M | 1.66M | 0.55% | Added(+148.2%) |