ARGA Investment Management, LP

data from 30/09/2025

Capitalization

$ 3.772 B 3.18 %

Average holding period

11 ans

Performance

$ 2.329 B 81 480.71 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARGA Investment Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BBD BANCO BRADESCO-ADR 10.26% 387.008 M $ 114499547 2022/03/31 36.776 M $ 9.39 %
2025/09/30 NTR NUTRIEN LTD 9.27% 349.663 M $ 5953610 2023/06/30 3.098 M $ 0.81 %
2025/09/30 TCOM TRIP.COM GROUP LTD-ADR 9.23% 348.183 M $ 4630095 2021/12/31 100.090 M $ 28.24 %
2025/09/30 PBR PETROLEO BRASILEIRO-SPON ADR 6.31% 238.118 M $ 18808705 2021/03/31 1.655 M $ 1.20 %
2025/09/30 LVS LAS VEGAS SANDS CORP 6.29% 237.227 M $ 4410249 2021/09/30 103.221 M $ 23.63 %
2025/09/30 MLCO MELCO RESORTS & ENTERT-ADR 6.13% 231.036 M $ 25194785 2020/12/31 57.838 M $ 26.83 %
2025/09/30 MGA MAGNA INTERNATIONAL INC 5.21% 196.557 M $ 4148133 2024/09/30 27.313 M $ 22.69 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR-SP ADR 4.95% 186.580 M $ 668052 2022/12/31 35.280 M $ 23.31 %
2025/09/30 BAP CREDICORP LTD 4.93% 185.935 M $ 698267 2023/12/31 29.483 M $ 19.13 %
2025/09/30 XP XP INC - CLASS A 4.52% 170.614 M $ 9080037 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLOB GLOBANT SA 3.13% 118.065 M $ 2057594 2025/06/30 -485.738 K $ -36.83 %
2025/09/30 ELV ELEVANCE HEALTH INC 2.27% 85.779 M $ 265470 2025/09/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HOLDING-SP ADR 2.15% 80.938 M $ 452851 2016/12/31 29.580 M $ 57.60 %
2025/09/30 UBS UBS GROUP AG-REG 1.83% 68.859 M $ 1686108 2018/12/31 52.336 M $ 21.22 %
2025/09/30 MHK MOHAWK INDUSTRIES INC 1.67% 63.008 M $ 488741 2023/09/30 731.839 K $ 22.97 %
2025/09/30 TROW T ROWE PRICE GROUP INC 1.55% 58.358 M $ 568567 2024/03/31 2.930 M $ 6.36 %
2025/09/30 HUM HUMANA INC 1.53% 57.736 M $ 221917 2025/06/30 847.118 K $ 6.42 %
2025/09/30 AA ALCOA CORP 1.37% 51.547 M $ 1567261 2022/03/31 10.203 M $ 11.45 %
2025/09/30 LEA LEAR CORP 1.33% 50.197 M $ 498922 2019/12/31 3.399 M $ 5.93 %
2025/09/30 NXPI NXP SEMICONDUCTORS NV 1.19% 44.776 M $ 196620 2018/09/30 2.621 M $ 4.23 %
2025/09/30 ARW ARROW ELECTRONICS INC 1.11% 41.748 M $ 345027 2023/06/30 -3.676 M $ -5.05 %
2025/09/30 BIDU BAIDU INC - SPON ADR 1.06% 40.017 M $ 303687 2021/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK OF AMERICA CORP 1.02% 38.395 M $ 744228 2022/06/30 1.594 M $ 9.02 %
2025/09/30 HAL HALLIBURTON CO 0.98% 37.029 M $ 1505260 2025/09/30 0.000 $ 0.00 %
2025/09/30 HDB HDFC BANK LTD-ADR 0.95% 35.995 M $ 1053708 2024/03/31 -43.496 M $ -55.45 %
2025/09/30 PTEN PATTERSON-UTI ENERGY INC 0.82% 31.093 M $ 6002514 2024/03/31 -9.929 M $ -12.65 %
2025/09/30 EPAM EPAM SYSTEMS INC 0.79% 29.655 M $ 196662 2025/06/30 -12.433 M $ -14.72 %
2025/09/30 MRK MERCK & CO. INC. 0.66% 25.039 M $ 298328 2025/03/31 2.499 M $ 6.03 %
2025/09/30 LCII LCI INDUSTRIES 0.64% 24.019 M $ 257848 2023/03/31 831.773 K $ 2.15 %
2025/09/30 MAN MANPOWERGROUP INC 0.62% 23.287 M $ 614440 2020/06/30 -1.542 M $ -6.19 %
2025/09/30 CNC CENTENE CORP 0.57% 21.485 M $ 602172 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAX BAXTER INTERNATIONAL INC 0.49% 18.646 M $ 818889 2024/03/31 -5.996 M $ -24.80 %
2025/09/30 QCOM QUALCOMM INC 0.49% 18.558 M $ 111556 2022/12/31 1.232 M $ 4.46 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD-A 0.44% 16.495 M $ 1439359 2023/12/31 2.185 M $ 14.49 %
2025/09/30 BBWI BATH & BODY WORKS INC 0.42% 15.999 M $ 621078 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZBH ZIMMER BIOMET HOLDINGS INC 0.40% 15.222 M $ 154539 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALK ALASKA AIR GROUP INC 0.33% 12.502 M $ 251154 2024/03/31 329.757 K $ 0.61 %
2025/09/30 CTSH COGNIZANT TECH SOLUTIONS-A 0.25% 9.448 M $ 140871 2016/12/31 -1.418 M $ -14.05 %
2025/09/30 C CITIGROUP INC 0.18% 6.828 M $ 67269 2012/09/30 8.243 M $ 19.24 %
2025/09/30 DOW DOW INC 0.14% 5.361 M $ 233811 2022/12/31 -179.335 K $ -13.41 %
2025/09/30 RY ROYAL BANK OF CANADA 0.12% 4.670 M $ 31684 2025/06/30 499.656 K $ 11.97 %
2025/09/30 TGT TARGET CORP 0.10% 3.892 M $ 43389 2025/06/30 -655.784 K $ -9.07 %
2025/09/30 CNQ CANADIAN NATURAL RESOURCES 0.10% 3.855 M $ 120612 2025/09/30 0.000 $ 0.00 %
2025/09/30 AER AERCAP HOLDINGS NV 0.10% 3.768 M $ 31140 2020/06/30 40.080 K $ 3.42 %
2025/09/30 CPRI CAPRI HOLDINGS LTD 0.08% 3.178 M $ 159531 2019/03/31 477.908 K $ 12.54 %
2025/09/30 RNR RENAISSANCERE HOLDINGS LTD 0.07% 2.788 M $ 10979 2015/03/31 65.463 K $ 4.54 %
2025/09/30 WCC WESCO INTERNATIONAL INC 0.07% 2.754 M $ 13019 2022/09/30 661.182 K $ 14.20 %
2025/09/30 JHG JANUS HENDERSON GROUP PLC 0.07% 2.721 M $ 61127 2022/06/30 181.774 K $ 14.60 %
2025/09/30 ABEV AMBEV SA-ADR 0.07% 2.475 M $ 1109966 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVT AVNET INC 0.06% 2.322 M $ 44407 2021/09/30 -7.005 K $ -1.51 %
2025/09/30 COLB COLUMBIA BANKING SYSTEM INC 0.06% 2.318 M $ 90047 2023/12/31 212.510 K $ 10.09 %
2025/09/30 FAF FIRST AMERICAN FINANCIAL 0.06% 2.195 M $ 34171 2023/12/31 97.387 K $ 4.64 %
2025/09/30 INMD INMODE LTD 0.06% 2.141 M $ 143658 2025/06/30 14.522 K $ 3.19 %
2025/09/30 SON SONOCO PRODUCTS CO 0.06% 2.116 M $ 49097 2025/09/30 0.000 $ 0.00 %
2025/09/30 WYNN WYNN RESORTS LTD 0.06% 2.081 M $ 16225 2024/09/30 882.784 K $ 36.94 %
2025/09/30 CRC CALIFORNIA RESOURCES CORP 0.05% 1.996 M $ 37541 2023/03/31 281.932 K $ 16.44 %
2025/09/30 VALE VALE SA-SP ADR 0.05% 1.980 M $ 182364 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASO ACADEMY SPORTS & OUTDOORS IN 0.05% 1.959 M $ 39158 2025/09/30 0.000 $ 0.00 %
2025/09/30 KFY KORN FERRY 0.05% 1.919 M $ 27422 2023/12/31 -89.733 K $ -4.57 %
2025/09/30 VSCO VICTORIA'S SECRET & CO 0.05% 1.906 M $ 70223 2022/09/30 755.525 K $ 46.54 %
2025/09/30 ACLS AXCELIS TECHNOLOGIES INC 0.05% 1.810 M $ 18534 2022/09/30 518.025 K $ 40.11 %
2025/09/30 LYB LYONDELLBASELL INDU-CL A 0.05% 1.806 M $ 36817 2022/03/31 -104.199 K $ -15.24 %
2025/09/30 BANC BANC OF CALIFORNIA INC 0.05% 1.730 M $ 104550 2025/09/30 0.000 $ 0.00 %
2025/09/30 GSL GLOBAL SHIP LEASE INC-CL A 0.04% 1.646 M $ 53602 2024/03/31 80.530 K $ 16.69 %
2025/09/30 SLM SLM CORP 0.04% 1.613 M $ 58266 2022/09/30 -92.572 K $ -15.58 %
2025/09/30 ONTO ONTO INNOVATION INC 0.04% 1.588 M $ 12291 2025/06/30 347.712 K $ 28.03 %
2025/09/30 PII POLARIS INC 0.04% 1.531 M $ 26346 2023/12/31 685.268 K $ 43.00 %
2025/09/30 CZR CAESARS ENTERTAINMENT INC 0.04% 1.529 M $ 56563 2024/09/30 -76.925 K $ -4.79 %
2025/09/30 IVZ INVESCO LTD 0.04% 1.524 M $ 66425 2020/06/30 745.665 K $ 45.47 %
2025/09/30 WD WALKER & DUNLOP INC 0.04% 1.515 M $ 18113 2023/12/31 94.673 K $ 18.64 %
2025/09/30 OLN OLIN CORP 0.04% 1.508 M $ 60359 2023/12/31 293.083 K $ 24.39 %
2025/09/30 BCC BOISE CASCADE CO 0.04% 1.499 M $ 19389 2025/09/30 0.000 $ 0.00 %
2025/09/30 THO THOR INDUSTRIES INC 0.04% 1.495 M $ 14422 2024/03/31 214.599 K $ 16.75 %
2025/09/30 UGI UGI CORP 0.04% 1.335 M $ 40139 2023/09/30 -205.763 K $ -8.68 %
2025/09/30 JXN JACKSON FINANCIAL INC-A 0.03% 1.193 M $ 11788 2025/09/30 0.000 $ 0.00 %
2025/09/30 CHRD CHORD ENERGY CORP 0.03% 1.183 M $ 11900 2025/03/31 29.988 K $ 2.60 %
2025/09/30 ACHC ACADIA HEALTHCARE CO INC 0.03% 1.090 M $ 44031 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICHR ICHOR HOLDINGS LTD 0.03% 1.023 M $ 58390 2023/03/31 -103.381 K $ -10.79 %
2025/09/30 NVST ENVISTA HOLDINGS CORP 0.03% 950.138 K $ 46644 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMN AMN HEALTHCARE SERVICES INC 0.02% 886.340 K $ 45782 2025/09/30 0.000 $ 0.00 %
2025/09/30 VET VERMILION ENERGY INC 0.02% 823.056 K $ 105369 2024/09/30 23.812 K $ 7.40 %
2025/09/30 GGB GERDAU SA -SPON ADR 0.02% 782.400 K $ 252387 2022/09/30 40.760 K $ 6.16 %
2025/09/30 ATKR ATKORE INC 0.02% 715.299 K $ 11401 2025/06/30 -67.673 K $ -11.07 %
2025/09/30 SHG SHINHAN FINANCIAL GROUP-ADR 0.02% 691.429 K $ 13727 2023/09/30 84.077 K $ 11.49 %
2025/09/30 JAZZ JAZZ PHARMACEUTICALS PLC 0.02% 681.670 K $ 5172 2023/12/31 257.519 K $ 24.20 %
2025/09/30 AGO ASSURED GUARANTY LTD 0.02% 671.952 K $ 7938 2022/09/30 -16.787 K $ -2.81 %
2025/09/30 WB WEIBO CORP-SPON ADR 0.02% 646.734 K $ 52156 2025/09/30 0.000 $ 0.00 %
2025/09/30 NAVI NAVIENT CORP 0.02% 643.982 K $ 48972 2023/12/31 -46.523 K $ -6.74 %
2025/09/30 PLOW DOUGLAS DYNAMICS INC 0.01% 512.226 K $ 16386 2025/03/31 29.330 K $ 6.07 %
2025/09/30 AMWD AMERICAN WOODMARK CORP 0.01% 490.820 K $ 7352 2022/09/30 98.443 K $ 25.09 %
2025/09/30 NWL NEWELL BRANDS INC 0.01% 475.551 K $ 90754 2023/12/31 -31.914 K $ -2.96 %
2025/09/30 KELYA KELLY SERVICES INC -A 0.01% 446.565 K $ 34037 2022/09/30 150.028 K $ 12.04 %
2025/09/30 CRI CARTER'S INC 0.01% 438.257 K $ 15530 2023/12/31 -29.662 K $ -6.34 %
2025/09/30 VSH VISHAY INTERTECHNOLOGY INC 0.01% 391.114 K $ 25563 2022/09/30 -14.826 K $ -3.65 %
2025/09/30 HLX HELIX ENERGY SOLUTIONS GROUP 0.01% 389.933 K $ 59441 2024/03/31 19.242 K $ 5.13 %
2025/09/30 APAM ARTISAN PARTNERS ASSET MA -A 0.01% 385.609 K $ 8885 2022/12/31 -8.263 K $ -2.10 %
2025/09/30 SIG SIGNET JEWELERS LTD 0.01% 347.422 K $ 3622 2023/12/31 59.292 K $ 20.58 %
2025/09/30 HCC WARRIOR MET COAL INC 0.01% 320.618 K $ 5038 2022/09/30 107.091 K $ 38.86 %
2025/09/30 CC CHEMOURS CO/THE 0.01% 319.176 K $ 20150 2019/12/31 337.244 K $ 38.34 %
2025/09/30 INDV INDIVIOR PLC 0.01% 317.505 K $ 13169 2025/09/30 0.000 $ 0.00 %