InvestInfoAI
BRANDES INVESTMENT PARTNERS, LP

Q4 2025 · 13F-HR

BRANDES INVESTMENT PARTNERS, LPholdings as filed

Filed 2026-02-11 · accession 0001015079-26-000003

$13.14B
Reported value
190
Positions
2025-12-31
Period end
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The Brief · BRANDES INVESTMENT PARTNERS, LP · Q4 2025

AI · grounded in 13F

Brandes Investment Partners, LP closed its position in Hanesbrands Inc HN9, reducing exposure by $127.4M. The fund established new positions in Progressive Corp PGR for $137.2M, Gildan Activewear Inc GIL for $99.9M, and Nice Ltd NICE for $79.9M. Additionally, the fund trimmed its holdings in American Intl Group Inc AIG and OneMain Hldgs Inc OMF by 99.7% and 93.9% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
124765108CAECAE INC$461.1M3.51%15,157,988CommonSOLE
29082A107EMBJEMBRAER S.A.$331.9M2.53%5,155,739CommonSOLE
683715106OTEXOPEN TEXT CORP$296.7M2.26%9,106,157CommonSOLE
489170100KMTKENNAMETAL INC$290.7M2.21%10,231,052CommonSOLE
398438408GRFSGRIFOLS S A$289.4M2.20%30,954,223CommonSOLE
172967424CCITIGROUP INC$275.5M2.10%2,361,032CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$268.1M2.04%4,836,505CommonSOLE
125523100CITHE CIGNA GROUP$259.9M1.98%944,262CommonSOLE
58933Y105MRKMERCK & CO INC$259.7M1.98%2,467,525CommonSOLE
949746101WMT2WELLS FARGO CO NEW$245.0M1.86%2,629,147CommonSOLE
060505104BACBANK AMERICA CORP$241.2M1.84%4,386,202CommonSOLE
075887109BDXBECTON DICKINSON & CO$238.7M1.82%1,229,707CommonSOLE
883203101TXTTEXTRON INC$238.4M1.81%2,735,047CommonSOLE
G02602103DOXAMDOCS LTD$218.6M1.66%2,714,965CommonSOLE
717081103PFEPFIZER INC$214.9M1.64%8,629,182CommonSOLE
406216101HALHALLIBURTON CO$213.3M1.62%7,548,930CommonSOLE
31428X106FDXFEDEX CORP$208.9M1.59%723,281CommonSOLE
29414B104EPAMEPAM SYS INC$201.6M1.53%983,830CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$192.8M1.47%2,322,430CommonSOLE
780259305SHELSHELL PLC$192.3M1.46%2,617,417CommonSOLE
428291108HXLHEXCEL CORP NEW$185.2M1.41%2,506,068CommonSOLE
40412C101HCAHCA HEALTHCARE INC$180.6M1.37%386,831CommonSOLE
20030N101CMCSACOMCAST CORP NEW$179.2M1.36%5,994,421CommonSOLE
595112103MUMICRON TECHNOLOGY INC$168.8M1.28%591,323CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$167.4M1.27%7,656,210CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$166.5M1.27%797,827CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$164.1M1.25%1,710,565CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$160.7M1.22%781,909CommonSOLE
L44385109GLOBGLOBANT S A$156.9M1.19%2,400,732CommonSOLE
22052L104CTVACORTEVA INC$155.0M1.18%2,312,515CommonSOLE
58155Q103MCKMCKESSON CORP$154.5M1.18%188,365CommonSOLE
151290889CXCEMEX SAB DE CV$147.7M1.12%12,852,316CommonSOLE
126650100CVSCVS HEALTH CORP$146.4M1.11%1,845,342CommonSOLE
G4705A100ICLRICON PLC$141.5M1.08%776,732CommonSOLE
80105N105SNYSANOFI SA$141.2M1.07%2,913,256CommonSOLE
743315103PGRPROGRESSIVE CORP$137.2M1.04%602,276CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$132.1M1.01%400,063CommonSOLE
960413102WLKWESTLAKE CORPORATION$123.5M0.94%1,670,327CommonSOLE
337738108FISVFISERV INC$121.3M0.92%1,805,562CommonSOLE
291011104EMREMERSON ELEC CO$120.5M0.92%908,082CommonSOLE
608190104MHKMOHAWK INDS INC$120.5M0.92%1,102,574CommonSOLE
67077M108NTRNUTRIEN LTD$114.8M0.87%1,859,268CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$114.7M0.87%8,198,707CommonSOLE
02079K305GOOGLALPHABET INC$105.0M0.80%335,420CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$104.3M0.79%6,119,499CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$99.9M0.76%1,598,946CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$95.1M0.72%4,201,864CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$93.7M0.71%639,228CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$92.0M0.70%1,052,905CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$90.6M0.69%275,591CommonSOLE
981475106WKCWORLD KINECT CORPORATION$90.1M0.69%3,845,750CommonSOLE
166764100CVXCHEVRON CORP NEW$89.1M0.68%584,604CommonSOLE
02079K107GOOGALPHABET INC$89.0M0.68%283,586CommonSOLE
681919106OMCOMNICOM GROUP INC$88.0M0.67%1,089,323CommonSOLE
615394202MOG/AMOOG INC$86.7M0.66%356,187CommonSOLE
478160104JNJJOHNSON & JOHNSON$86.7M0.66%419,162CommonSOLE
37733W204GSKGSK PLC$84.6M0.64%1,724,576CommonSOLE
457030104IMKTAINGLES MKTS INC$82.7M0.63%1,206,646CommonSOLE
30034W106EVRGEVERGY INC$82.5M0.63%1,138,521CommonSOLE
384556106GHMGRAHAM CORP$80.1M0.61%1,247,033CommonSOLE
653656108NICENICE LTD$79.9M0.61%707,208CommonSOLE
P31076105CPACOPA HOLDINGS SA$78.9M0.60%654,255CommonSOLE
806857108SLBSLB LIMITED$74.6M0.57%1,943,761CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$73.9M0.56%1,414,368CommonSOLE
904708104UNFUNIFIRST CORP MASS$70.9M0.54%367,786CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$70.3M0.54%1,043,352CommonSOLE
70014A104PKEPARK AEROSPACE CORP$68.1M0.52%3,191,411CommonSOLE
H42097107UBSUBS GROUP AG$63.6M0.48%1,372,632CommonSOLE
871829107SYYSYSCO CORP$63.2M0.48%857,140CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$61.9M0.47%5,492,474CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$60.5M0.46%3,881,882CommonSOLE
636274409NGGNATIONAL GRID PLC$60.4M0.46%780,474CommonSOLE
501889208LKQLKQ CORP$57.4M0.44%1,900,120CommonSOLE
084423102WRBBERKLEY W R CORP$57.4M0.44%817,992CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$57.1M0.43%2,762,821CommonSOLE
887389104TKRTIMKEN CO$56.1M0.43%667,166CommonSOLE
504922105LHLABCORP HOLDINGS INC$55.9M0.43%222,911CommonSOLE
02319V103ABEVAMBEV SA$55.8M0.42%22,600,124CommonSOLE
803054204SAPSAP SE$55.7M0.42%229,454CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$55.2M0.42%181,617CommonSOLE
F92124100TTETOTALENERGIES SE$54.1M0.41%828,232CommonSOLE
87612E106TGTTARGET CORP$53.5M0.41%547,294CommonSOLE
49177J102KVUEKENVUE INC$53.4M0.41%3,094,648CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$51.9M0.39%160,966CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$50.0M0.38%819,908CommonSOLE
68628V308ORNORION GROUP HLDGS INC$49.8M0.38%5,010,193CommonSOLE
Y2573F102FLEXFLEX LTD$48.5M0.37%801,904CommonSOLE
857477103STTSTATE STR CORP$47.8M0.36%370,477CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$46.7M0.36%1,725,997CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$46.6M0.36%476,471CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$45.9M0.35%10,471,859CommonSOLE
64111Q104NTGRNETGEAR INC$45.5M0.35%1,855,555CommonSOLE
81211K100SDASEALED AIR CORP NEW$45.2M0.34%1,090,676CommonSOLE
042735100ARWARROW ELECTRS INC$45.1M0.34%409,461CommonSOLE
457187102INGRINGREDION INC$44.5M0.34%403,503CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$44.4M0.34%382,234CommonSOLE
48581R205KSPIKASPI KZ JSC$43.6M0.33%558,071CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$43.0M0.33%737,546CommonSOLE
861012102STMSTMICROELECTRONICS N V$40.6M0.31%1,566,965CommonSOLE
89832Q109TFCTRUIST FINL CORP$39.5M0.30%802,907CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$38.8M0.29%1,181,183CommonSOLE
053332102AZOAUTOZONE INC$38.7M0.29%11,417CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$37.4M0.28%606,737CommonSOLE
74736K101QRVOQORVO INC$37.4M0.28%442,000CommonSOLE
350060109FSTRFOSTER L B CO$36.7M0.28%1,360,415CommonSOLE
29364G103ETRENTERGY CORP NEW$36.5M0.28%394,372CommonSOLE
66987V109NVSNOVARTIS AG$36.2M0.28%262,797CommonSOLE
438128308HMCHONDA MOTOR LTD$28.1M0.21%953,081CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$27.0M0.21%2,277,427CommonSOLE
553530106MSMMSC INDL DIRECT INC$26.8M0.20%319,034CommonSOLE
25243Q205DEODIAGEO PLC$26.0M0.20%301,596CommonSOLE
N20944109CNHCNH INDL N V$24.9M0.19%2,704,581CommonSOLE
G39108108GTESGATES INDL CORP PLC$24.3M0.18%1,130,476CommonSOLE
N4732M103JBSJBS N.V.$24.2M0.18%1,678,836CommonSOLE
29278D105ENICENEL CHILE S.A.$21.2M0.16%5,270,748CommonSOLE
917488108UTMDUTAH MED PRODS INC$19.7M0.15%351,322CommonSOLE
835495102SONSONOCO PRODS CO$16.1M0.12%368,464CommonSOLE
92937A102WPPWPP PLC NEW$15.8M0.12%702,057CommonSOLE
26874R108EENI S P A$15.6M0.12%410,556CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$14.6M0.11%1,887,645CommonSOLE
624580106MOVMOVADO GROUP INC$14.5M0.11%704,036CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$14.3M0.11%371,409CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$13.5M0.10%705,272CommonSOLE
46432F834IXUSISHARES TR$12.4M0.09%146,997CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$10.8M0.08%151,148CommonSOLE
922908611VBRVANGUARD INDEX FDS$10.4M0.08%48,934CommonSOLE
52634L108LNSRLENSAR INC$10.0M0.08%856,216CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$9.8M0.07%856,878CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$9.5M0.07%442,273CommonSOLE
639057207NWGNATWEST GROUP PLC$8.7M0.07%496,566CommonSOLE
807066105SCHLSCHOLASTIC CORP$8.3M0.06%279,686CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$8.2M0.06%413,888CommonSOLE
634865109NKSHNATIONAL BANKSHARES INC VA$8.2M0.06%244,505CommonSOLE
68268W103OMFONEMAIN HLDGS INC$7.9M0.06%116,733CommonSOLE
447324104HURCHURCO CO$7.8M0.06%505,717CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$7.5M0.06%70,469CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$7.3M0.06%1,442,645CommonSOLE
46266C105IQVIQVIA HLDGS INC$6.6M0.05%29,496CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.1M0.04%26,656CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5.0M0.04%107,479CommonSOLE
104674106BRCBRADY CORP$4.8M0.04%61,573CommonSOLE
34965K107FTREFORTREA HLDGS INC$4.8M0.04%279,273CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$4.7M0.04%218,425CommonSOLE
G2519Y108BAPCREDICORP LTD$4.5M0.03%15,654CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.4M0.03%48,863CommonSOLE
68622V106OGNORGANON & CO$4.3M0.03%606,499CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$4.0M0.03%68,001CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$3.4M0.03%161,381CommonSOLE
436440101HO1HOLOGIC INC$3.3M0.03%44,864CommonSOLE
40415F101HDBHDFC BANK LTD$3.3M0.03%90,397CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$3.3M0.03%61,268CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$3.1M0.02%112,984CommonSOLE
963320106WHRWHIRLPOOL CORP$3.1M0.02%43,302CommonSOLE
315616102FFIVF5 INC$3.1M0.02%12,111CommonSOLE
784117103SEICSEI INVTS CO$2.9M0.02%35,663CommonSOLE
88706T108TIMBTIM S A$2.9M0.02%149,702CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$2.8M0.02%30,048CommonSOLE
83601L102SHCSOTERA HEALTH CO$2.6M0.02%148,572CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.6M0.02%23,127CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$2.5M0.02%85,299CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$2.4M0.02%115,699CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$2.3M0.02%110,507CommonSOLE
001084102AGCOAGCO CORP$2.3M0.02%21,677CommonSOLE
86959K105SUZSUZANO S A$2.2M0.02%239,957CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$2.2M0.02%244,424CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$2.2M0.02%29,900CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$2.1M0.02%21,222CommonSOLE
811543107SEBSEABOARD CORP DEL$2.1M0.02%463CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.0M0.01%4,044CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.9M0.01%13,676CommonSOLE
513847103MZTIMARZETTI COMPANY$1.8M0.01%11,000CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$1.7M0.01%45,998CommonSOLE
806407102HSICHENRY SCHEIN INC$1.7M0.01%22,422CommonSOLE
680223104ORIOLD REP INTL CORP$1.6M0.01%35,601CommonSOLE
053807103AVTAVNET INC$1.6M0.01%32,857CommonSOLE
92540K109VTMXVESTA REAL ESTATE CORP$1.4M0.01%46,990CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$1.4M0.01%665CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.01%24,869CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.01%13,086CommonSOLE
515098101LSTRLANDSTAR SYS INC$1.1M0.01%7,634CommonSOLE
126117100CNACNA FINL CORP$871,9230.01%18,264CommonSOLE
404280406HSBCHSBC HLDGS PLC$800,5000.01%10,175CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$725,8650.01%11,878CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$669,9840.01%11,833CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$389,4160.00%4,552CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$350,4070.00%22,094CommonSOLE
38500T200GTEGRAN TIERRA ENERGY INC$270,8050.00%63,869CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$262,8740.00%4,208CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$221,0150.00%1,542CommonSOLE
760125104RTORENTOKIL INITIAL PLC$212,2930.00%7,054CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.