BRANDES INVESTMENT PARTNERS, LP

data from 30/09/2025

Capitalization

$ 12.470 B 12.69 %

Average holding period

21 ans

Performance

$ 21.198 B 119 204.59 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BRANDES INVESTMENT PARTNERS, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CAE CAE INC 3.56% 444.302 M $ 14989914 2022/06/30 5.477 M $ 1.26 %
2025/09/30 ERJ EMBRAER S.A. 2.85% 355.646 M $ 5883293 2010/12/31 22.216 M $ 6.22 %
2025/09/30 OTEX OPEN TEXT CORP 2.70% 336.398 M $ 8999391 2021/09/30 68.453 M $ 28.01 %
2025/09/30 GRFS GRIFOLS S A 2.33% 289.990 M $ 29115496 2020/12/31 25.793 M $ 10.18 %
2025/09/30 TIGO MILLICOM INTL CELLULAR S A 2.27% 283.246 M $ 5835307 2022/06/30 73.336 M $ 29.54 %
2025/09/30 C CITIGROUP INC 2.13% 266.024 M $ 2620917 2011/06/30 45.547 M $ 19.24 %
2025/09/30 BAC BANK AMERICA CORP 2.06% 257.487 M $ 4991025 2008/09/30 20.767 M $ 9.02 %
2025/09/30 WFC WELLS FARGO CO NEW 1.96% 244.895 M $ 2921669 2008/12/31 10.317 M $ 4.62 %
2025/09/30 TXT TEXTRON INC 1.94% 242.290 M $ 2867663 2020/03/31 11.401 M $ 5.23 %
2025/09/30 CI THE CIGNA GROUP 1.92% 238.791 M $ 828405 2018/12/31 -28.563 M $ -12.80 %
2025/09/30 CX CEMEX SAB DE CV 1.80% 223.877 M $ 24902885 2008/12/31 67.255 M $ 29.73 %
2025/09/30 DOX AMDOCS LTD 1.74% 216.672 M $ 2640721 2013/09/30 -21.402 M $ -10.07 %
2025/09/30 KMT KENNAMETAL INC 1.73% 216.126 M $ 10326140 2022/09/30 -16.553 M $ -8.84 %
2025/09/30 BDX BECTON DICKINSON & CO 1.73% 215.735 M $ 1152603 2025/06/30 12.997 M $ 8.66 %
2025/09/30 PFE PFIZER INC 1.72% 214.358 M $ 8412771 2008/09/30 9.973 M $ 5.12 %
2025/09/30 FI FISERV INC 1.66% 206.638 M $ 1602704 2021/06/30 -50.698 M $ -25.22 %
2025/09/30 MRK MERCK & CO INC 1.63% 203.335 M $ 2422667 2009/12/31 9.121 M $ 6.03 %
2025/09/30 SHEL SHELL PLC 1.47% 183.878 M $ 2570622 2022/03/31 2.831 M $ 1.59 %
2025/09/30 HAL HALLIBURTON CO 1.47% 183.195 M $ 7446925 2019/03/31 27.960 M $ 20.71 %
2025/09/30 CMCSA COMCAST CORP NEW 1.46% 181.767 M $ 5785056 2017/12/31 -23.800 M $ -11.96 %
2025/09/30 FDX FEDEX CORP 1.38% 171.878 M $ 728871 2019/03/31 5.600 M $ 3.74 %
2025/09/30 HCA HCA HEALTHCARE INC 1.37% 170.934 M $ 401056 2017/06/30 15.761 M $ 11.25 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 1.26% 157.562 M $ 784152 2008/12/31 10.730 M $ 7.78 %
2025/09/30 HXL HEXCEL CORP NEW 1.26% 156.669 M $ 2498697 2024/09/30 15.154 M $ 10.99 %
2025/09/30 CAH CARDINAL HEALTH INC 1.25% 155.491 M $ 990631 2017/06/30 -10.477 M $ -6.57 %
2025/09/30 CTVA CORTEVA INC 1.24% 154.706 M $ 2287530 2020/06/30 -16.117 M $ -9.26 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.22% 151.827 M $ 2263702 2016/09/30 -23.598 M $ -14.05 %
2025/09/30 MCK MCKESSON CORP 1.14% 142.497 M $ 184441 2016/03/31 7.046 M $ 5.43 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.14% 142.294 M $ 850419 2020/09/30 51.072 M $ 35.76 %
2025/09/30 INVX INNOVEX INTERNATIONAL INC 1.14% 141.968 M $ 7657368 2024/09/30 20.600 M $ 18.69 %
2025/09/30 ACGL ARCH CAP GROUP LTD 1.10% 136.684 M $ 1506483 2024/06/30 -461.862 K $ -0.35 %
2025/09/30 CVS CVS HEALTH CORP 1.09% 135.664 M $ 1799482 2017/03/31 11.051 M $ 9.29 %
2025/09/30 SNY SANOFI SA 1.07% 133.245 M $ 2822971 2008/09/30 -2.757 M $ -2.30 %
2025/09/30 GLOB GLOBANT S A 1.06% 132.491 M $ 2309000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICLR ICON PLC 1.06% 132.243 M $ 755660 2025/06/30 6.133 M $ 20.32 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.03% 128.839 M $ 373112 2025/03/31 4.647 M $ 10.68 %
2025/09/30 HBI HANESBRANDS INC 1.02% 127.443 M $ 19338869 2022/09/30 24.971 M $ 43.89 %
2025/09/30 EPAM EPAM SYS INC 0.99% 124.034 M $ 822550 2025/06/30 -201.003 K $ -14.72 %
2025/09/30 EMR EMERSON ELEC CO 0.99% 123.986 M $ 945148 2015/09/30 -1.903 M $ -1.61 %
2025/09/30 ELAN ELANCO ANIMAL HEALTH INC 0.96% 119.622 M $ 5939517 2022/09/30 47.468 M $ 41.04 %
2025/09/30 WLK WESTLAKE CORPORATION 0.96% 119.343 M $ 1548694 2025/03/31 1.646 M $ 1.49 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.95% 118.511 M $ 1508917 2014/09/30 -10.043 M $ -8.24 %
2025/09/30 MHK MOHAWK INDS INC 0.95% 118.083 M $ 915925 2018/12/31 20.968 M $ 22.97 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.94% 117.468 M $ 657221 2019/12/31 41.395 M $ 57.59 %
2025/09/30 ARLO ARLO TECHNOLOGIES INC 0.87% 108.932 M $ 6426644 2019/03/31 -60.055 K $ -0.06 %
2025/09/30 OMF ONEMAIN HLDGS INC 0.87% 108.816 M $ 1927307 2021/03/31 -1.012 M $ -0.95 %
2025/09/30 EPC EDGEWELL PERS CARE CO 0.86% 107.044 M $ 5257559 2017/12/31 -14.023 M $ -13.03 %
2025/09/30 NTR NUTRIEN LTD 0.84% 104.974 M $ 1787995 2024/09/30 764.405 K $ 0.81 %
2025/09/30 CVX CHEVRON CORP NEW 0.82% 102.634 M $ 660914 2009/12/31 8.324 M $ 8.45 %
2025/09/30 GOOGL ALPHABET INC 0.80% 99.755 M $ 410345 2022/09/30 26.653 M $ 37.94 %
2025/09/30 SSNC SS&C TECHNOLOGIES HLDGS INC 0.73% 91.113 M $ 1026499 2023/06/30 5.547 M $ 7.20 %
2025/09/30 WTW WILLIS TOWERS WATSON PLC LTD 0.72% 89.686 M $ 259612 2022/03/31 9.108 M $ 12.71 %
2025/09/30 GOOG ALPHABET INC 0.68% 85.276 M $ 350133 2017/03/31 26.545 M $ 37.30 %
2025/09/30 EVRG EVERGY INC 0.67% 83.908 M $ 1103754 2024/12/31 7.630 M $ 10.29 %
2025/09/30 AVDL AVADEL PHARMACEUTICALS PLC 0.67% 83.142 M $ 5444803 2024/06/30 41.651 M $ 72.54 %
2025/09/30 IMKTA INGLES MKTS INC 0.65% 80.716 M $ 1160377 2021/03/31 5.863 M $ 9.75 %
2025/09/30 GSK GSK PLC 0.65% 80.624 M $ 1868004 2022/09/30 8.413 M $ 12.40 %
2025/09/30 SEE SEALED AIR CORP NEW 0.65% 80.450 M $ 2275814 2023/12/31 8.246 M $ 13.92 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.63% 78.072 M $ 421050 2015/09/30 13.420 M $ 21.39 %
2025/09/30 WKC WORLD KINECT CORPORATION 0.61% 76.248 M $ 2938260 2017/03/31 -6.325 M $ -8.47 %
2025/09/30 WRB BERKLEY W R CORP 0.61% 75.765 M $ 988836 2023/03/31 3.232 M $ 4.29 %
2025/09/30 GHM GRAHAM CORP 0.60% 75.335 M $ 1372218 2020/03/31 7.096 M $ 10.89 %
2025/09/30 CPA COPA HOLDINGS SA 0.60% 75.110 M $ 632129 2018/12/31 5.593 M $ 8.05 %
2025/09/30 MOG-A MOOG INC 0.58% 72.005 M $ 346726 2021/09/30 8.374 M $ 14.75 %
2025/09/30 SYY SYSCO CORP 0.54% 67.928 M $ 824962 2023/12/31 5.326 M $ 8.71 %
2025/09/30 AMX AMERICA MOVIL SAB DE CV 0.53% 65.829 M $ 3134710 2024/03/31 9.326 M $ 17.06 %
2025/09/30 STT STATE STR CORP 0.52% 65.155 M $ 561627 2012/03/31 4.975 M $ 9.09 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.52% 64.461 M $ 204354 2011/03/31 5.453 M $ 8.80 %
2025/09/30 LH LABCORP HOLDINGS INC 0.51% 64.092 M $ 223263 2024/06/30 5.049 M $ 9.35 %
2025/09/30 PKE PARK AEROSPACE CORP 0.50% 62.732 M $ 3084180 2020/09/30 16.720 M $ 37.71 %
2025/09/30 OMC OMNICOM GROUP INC 0.50% 62.279 M $ 763870 2017/09/30 6.885 M $ 13.33 %
2025/09/30 PBR-A PETROLEO BRASILEIRO SA PETRO 0.50% 62.157 M $ 5258639 2009/12/31 1.263 M $ 2.43 %
2025/09/30 UBS UBS GROUP AG 0.47% 58.444 M $ 1425439 2014/12/31 12.597 M $ 21.23 %
2025/09/30 TAK TAKEDA PHARMACEUTICAL CO LTD 0.46% 57.562 M $ 3931803 2018/12/31 -3.044 M $ -5.30 %
2025/09/30 LKQ LKQ CORP 0.45% 55.798 M $ 1827051 2024/09/30 -11.266 M $ -17.48 %
2025/09/30 FLEX FLEX LTD 0.44% 54.487 M $ 939905 2018/12/31 9.422 M $ 16.13 %
2025/09/30 NTGR NETGEAR INC 0.44% 54.262 M $ 1675260 2017/06/30 5.293 M $ 11.42 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.42% 51.792 M $ 185428 2018/06/30 13.926 M $ 23.31 %
2025/09/30 SLB SCHLUMBERGER LTD 0.41% 51.690 M $ 1503924 2024/09/30 820.280 K $ 1.69 %
2025/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 0.41% 50.687 M $ 823636 2023/12/31 -699.882 K $ -16.33 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.40% 50.276 M $ 461406 2012/03/31 27.449 M $ 19.59 %
2025/09/30 KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.40% 49.777 M $ 1259843 2024/06/30 -4.261 M $ -10.67 %
2025/09/30 ABEV AMBEV SA 0.39% 48.448 M $ 21725467 2020/06/30 -3.709 M $ -7.47 %
2025/09/30 TTE TOTALENERGIES SE 0.37% 45.744 M $ 766340 2014/12/31 -1.127 M $ -2.77 %
2025/09/30 AZO AUTOZONE INC 0.37% 45.615 M $ 10625 2021/03/31 8.141 M $ 15.56 %
2025/09/30 SNN SMITH & NEPHEW PLC 0.36% 45.370 M $ 1250197 2023/12/31 9.081 M $ 18.48 %
2025/09/30 PHG KONINKLIJKE PHILIPS N V 0.35% 44.124 M $ 1618641 2022/06/30 5.021 M $ 13.68 %
2025/09/30 TKR TIMKEN CO 0.35% 44.046 M $ 585878 2024/12/31 1.351 M $ 3.63 %
2025/09/30 TGT TARGET CORP 0.35% 43.844 M $ 488772 2025/06/30 -3.613 M $ -9.07 %
2025/09/30 MTX MINERALS TECHNOLOGIES INC 0.33% 41.431 M $ 666958 2024/12/31 3.793 M $ 12.80 %
2025/09/30 ORN ORION GROUP HLDGS INC 0.33% 41.213 M $ 4953530 2011/09/30 -3.243 M $ -8.27 %
2025/09/30 KVUE KENVUE INC 0.32% 39.954 M $ 2461745 2024/03/31 -8.452 M $ -22.46 %
2025/09/30 INGR INGREDION INC 0.31% 39.033 M $ 319648 2019/12/31 -3.882 M $ -9.96 %
2025/09/30 STM STMICROELECTRONICS N V 0.30% 36.791 M $ 1301857 2024/12/31 -2.413 M $ -7.07 %
2025/09/30 ETR ENTERGY CORP NEW 0.29% 36.137 M $ 387769 2024/06/30 3.434 M $ 12.11 %
2025/09/30 FSTR FOSTER L B CO 0.29% 36.114 M $ 1340044 2021/03/31 5.989 M $ 23.23 %
2025/09/30 SAP SAP SE 0.29% 36.012 M $ 134757 2022/06/30 -2.730 M $ -12.13 %
2025/09/30 TFC TRUIST FINL CORP 0.29% 35.735 M $ 781602 2019/12/31 2.076 M $ 6.35 %
2025/09/30 PZZA PAPA JOHNS INTL INC 0.28% 35.488 M $ 737029 2025/03/31 -545.336 K $ -1.61 %
2025/09/30 VIV TELEFONICA BRASIL SA 0.27% 33.669 M $ 2640717 2020/12/31 4.699 M $ 11.84 %