MondegarAI
BRANDES INVESTMENT PARTNERS, LP

Q1 2025 · 13F-HR

BRANDES INVESTMENT PARTNERS, LPholdings as filed

Filed 2025-05-15 · accession 0001041062-25-000115

$9.83B
Reported value
185
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
124765108CAECAE INC$348.5M3.54%14,174,258CommonSOLE
29082A107EMBJEMBRAER S.A.$315.6M3.21%6,831,487CommonSOLE
58155Q103MCKMCKESSON CORP$221.4M2.25%329,048CommonSOLE
125523100CITHE CIGNA GROUP$220.9M2.25%671,475CommonSOLE
G02602103DOXAMDOCS LTD$210.6M2.14%2,301,223CommonSOLE
060505104BACBANK AMERICA CORP$207.3M2.11%4,968,415CommonSOLE
949746101WMT2WELLS FARGO CO NEW$206.9M2.10%2,882,163CommonSOLE
337738108FISVFISERV INC$204.3M2.08%925,209CommonSOLE
20030N101CMCSACOMCAST CORP NEW$203.8M2.07%5,522,938CommonSOLE
172967424CCITIGROUP INC$202.4M2.06%2,851,476CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$195.6M1.99%6,462,857CommonSOLE
22052L104CTVACORTEVA INC$185.4M1.89%2,945,480CommonSOLE
398438408GRFSGRIFOLS S A$183.0M1.86%25,741,348CommonSOLE
780259305SHELSHELL PLC$182.9M1.86%2,496,095CommonSOLE
717081103PFEPFIZER INC$178.6M1.82%7,050,072CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$170.2M1.73%2,225,077CommonSOLE
151290889CXCEMEX SAB DE CV$170.0M1.73%30,310,346CommonSOLE
883203101TXTTEXTRON INC$163.5M1.66%2,263,449CommonSOLE
58933Y105MRKMERCK & CO INC$163.0M1.66%1,816,250CommonSOLE
683715106OTEXOPEN TEXT CORP$148.1M1.51%5,862,278CommonSOLE
31428X106FDXFEDEX CORP$145.7M1.48%597,545CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$144.1M1.47%1,718,250CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$136.7M1.39%1,421,049CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$136.1M1.38%988,067CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$133.4M1.36%758,674CommonSOLE
40412C101HCAHCA HEALTHCARE INC$129.1M1.31%373,739CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$127.5M1.30%1,466,602CommonSOLE
80105N105SNYSANOFI$126.2M1.28%2,275,677CommonSOLE
406216101HALHALLIBURTON CO$122.1M1.24%4,811,019CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$117.6M1.20%6,549,739CommonSOLE
126650100CVSCVS HEALTH CORP$115.2M1.17%1,700,002CommonSOLE
504922105LHLABCORP HOLDINGS INC$112.8M1.15%484,843CommonSOLE
166764100CVXCHEVRON CORP NEW$112.5M1.14%672,631CommonSOLE
595112103MUMICRON TECHNOLOGY INC$112.0M1.14%1,289,030CommonSOLE
489170100KMTKENNAMETAL INC$104.7M1.06%4,916,026CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$102.5M1.04%3,284,437CommonSOLE
291011104EMREMERSON ELEC CO$100.5M1.02%916,850CommonSOLE
857477103STTSTATE STR CORP$94.2M0.96%1,052,663CommonSOLE
608190104MHKMOHAWK INDS INC$94.2M0.96%824,702CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$92.9M0.94%274,897CommonSOLE
68268W103OMFONEMAIN HLDGS INC$92.5M0.94%1,891,376CommonSOLE
428291108HXLHEXCEL CORP NEW$89.6M0.91%1,637,119CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$81.9M0.83%980,705CommonSOLE
084423102WRBBERKLEY W R CORP$77.9M0.79%1,094,611CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$76.4M0.78%7,279,421CommonSOLE
501889208LKQLKQ CORP$75.9M0.77%1,784,997CommonSOLE
981475106WKCWORLD KINECT CORPORATION$74.4M0.76%2,622,223CommonSOLE
30034W106EVRGEVERGY INC$73.5M0.75%1,065,555CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$73.2M0.74%553,653CommonSOLE
64111Q104NTGRNETGEAR INC$72.9M0.74%2,981,267CommonSOLE
49177J102KVUEKENVUE INC$69.6M0.71%2,900,415CommonSOLE
91823B109UWMCUWM HOLDINGS CORP$66.8M0.68%12,228,813CommonSOLE
478160104JNJJOHNSON & JOHNSON$66.7M0.68%402,263CommonSOLE
02079K107GOOGALPHABET INC$66.3M0.67%424,577CommonSOLE
37733W204GSKGSK PLC$65.1M0.66%1,679,888CommonSOLE
053332102AZOAUTOZONE INC$62.6M0.64%16,425CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$62.3M0.63%6,308,641CommonSOLE
67077M108NTRNUTRIEN LTD$59.7M0.61%1,202,677CommonSOLE
P31076105CPACOPA HOLDINGS SA$59.5M0.61%643,873CommonSOLE
02079K305GOOGLALPHABET INC$59.5M0.60%384,682CommonSOLE
871829107SYYSYSCO CORP$59.0M0.60%786,661CommonSOLE
681919106OMCOMNICOM GROUP INC$58.3M0.59%703,643CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$57.0M0.58%232,329CommonSOLE
457030104IMKTAINGLES MKTS INC$53.0M0.54%814,229CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$52.3M0.53%99,868CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$52.1M0.53%3,504,142CommonSOLE
Y2573F102FLEXFLEX LTD$51.1M0.52%1,546,164CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$50.6M0.51%2,548,302CommonSOLE
02319V103ABEVAMBEV SA$48.8M0.50%20,934,088CommonSOLE
H42097107UBSUBS GROUP AG$48.2M0.49%1,573,481CommonSOLE
410345102HN9HANESBRANDS INC$47.4M0.48%8,218,049CommonSOLE
74051N1022655957DPREMIER INC$47.0M0.48%2,439,285CommonSOLE
615394202MOG/AMOOG INC$45.7M0.46%263,342CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$44.4M0.45%5,667,175CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$43.8M0.45%3,357,293CommonSOLE
806857108SLBSCHLUMBERGER LTD$43.7M0.44%1,045,796CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$43.7M0.44%1,540,622CommonSOLE
81211K100SDASEALED AIR CORP NEW$42.4M0.43%1,467,642CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$42.3M0.43%2,973,652CommonSOLE
960413102WLKWESTLAKE CORPORATION$42.1M0.43%421,020CommonSOLE
89151E109TTENTOTALENERGIES SE$41.9M0.43%647,281CommonSOLE
457187102INGRINGREDION INC$40.7M0.41%300,949CommonSOLE
384556106GHMGRAHAM CORP$39.3M0.40%1,362,102CommonSOLE
70014A104PKEPARK AEROSPACE CORP$38.8M0.39%2,883,348CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$38.4M0.39%72,014CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$36.6M0.37%220,685CommonSOLE
29364G103ETRENTERGY CORP NEW$32.6M0.33%381,864CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$32.6M0.33%748,625CommonSOLE
G39108108GTESGATES INDL CORP PLC$30.9M0.31%1,680,223CommonSOLE
89832Q109TFCTRUIST FINL CORP$30.5M0.31%742,024CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$29.3M0.30%3,361,595CommonSOLE
861012102STMSTMICROELECTRONICS N V$27.8M0.28%1,266,925CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$25.2M0.26%992,203CommonSOLE
66987V109NVSNOVARTIS AG$25.1M0.26%225,007CommonSOLE
17275R102CSCOCISCO SYS INC$25.1M0.25%406,071CommonSOLE
74736K101QRVOQORVO INC$23.4M0.24%323,720CommonSOLE
68628V308ORNORION GROUP HLDGS INC$22.4M0.23%4,273,477CommonSOLE
438128308HMCHONDA MOTOR LTD$21.9M0.22%808,624CommonSOLE
92937A102WPPWPP PLC NEW$21.2M0.22%558,100CommonSOLE
26874R108EENI S P A$20.6M0.21%666,998CommonSOLE
350060109FSTRFOSTER L B CO$19.8M0.20%1,006,523CommonSOLE
29278D105ENICENEL CHILE S.A.$19.6M0.20%6,000,990CommonSOLE
553530106MSMMSC INDL DIRECT INC$19.2M0.20%247,573CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$17.1M0.17%1,698,583CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$15.9M0.16%495,527CommonSOLE
N20944109CNHCNH INDL N V$15.7M0.16%1,275,012CommonSOLE
803054204SAPSAP SE$14.6M0.15%54,256CommonSOLE
369550108GDGENERAL DYNAMICS CORP$14.3M0.15%52,376CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$13.9M0.14%1,145,691CommonSOLE
917488108UTMDUTAH MED PRODS INC$13.6M0.14%242,249CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$11.8M0.12%865,486CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$10.4M0.11%484,754CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$10.0M0.10%690,158CommonSOLE
G25508105CRHCRH PLC$9.8M0.10%111,241CommonSOLE
904708104UNFUNIFIRST CORP MASS$9.1M0.09%52,292CommonSOLE
887389104TKRTIMKEN CO$8.0M0.08%111,947CommonSOLE
52634L108LNSRLENSAR INC$7.7M0.08%544,687CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$7.7M0.08%139,371CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$7.6M0.08%185,785CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$7.0M0.07%79,827CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$6.4M0.06%100,339CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$6.4M0.06%234,214CommonSOLE
639057207NWGNATWEST GROUP PLC$6.3M0.06%527,930CommonSOLE
634865109NKSHNATIONAL BANKSHARES INC VA$6.1M0.06%227,607CommonSOLE
447324104HURCHURCO CO$5.9M0.06%377,187CommonSOLE
922908611VBRVANGUARD INDEX FDS$5.4M0.05%28,988CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$4.8M0.05%79,621CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$4.6M0.05%275,078CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$4.5M0.05%71,147CommonSOLE
G2519Y108BAPCREDICORP LTD$4.2M0.04%22,452CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$4.1M0.04%53,447CommonSOLE
315616102FFIVF5 INC$3.7M0.04%13,828CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$3.6M0.04%552,208CommonSOLE
40415F101HDBHDFC BANK LTD$3.4M0.04%51,842CommonSOLE
68622V106OGNORGANON & CO$3.3M0.03%224,942CommonSOLE
64110W102NTESNETEASE INC$2.6M0.03%24,977CommonSOLE
042735100ARWARROW ELECTRS INC$2.5M0.03%23,699CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$2.4M0.02%165,421CommonSOLE
88706T108TIMBTIM S A$2.4M0.02%154,019CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$2.4M0.02%56,215CommonSOLE
224633206CRD/ACRAWFORD & CO$2.4M0.02%209,400CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.2M0.02%38,998CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.2M0.02%20,084CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$2.2M0.02%22,715CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.0M0.02%48,173CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$1.9M0.02%71,977CommonSOLE
784117103SEICSEI INVTS CO$1.7M0.02%21,588CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$1.6M0.02%105,441CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$1.5M0.01%17,062CommonSOLE
680223104ORIOLD REP INTL CORP$1.3M0.01%33,952CommonSOLE
86959K105SUZSUZANO S A$1.3M0.01%137,646CommonSOLE
46432F834IXUSISHARES TR$1.3M0.01%17,906CommonSOLE
06738E204BCSBARCLAYS PLC$1.2M0.01%74,892CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.01%10,061CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.1M0.01%25,839CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$1.1M0.01%67,583CommonSOLE
811543107SEBSEABOARD CORP DEL$1.0M0.01%387CommonSOLE
001084102AGCOAGCO CORP$1.0M0.01%11,275CommonSOLE
948849104WMKWEIS MKTS INC$1.0M0.01%13,511CommonSOLE
436440101HO1HOLOGIC INC$1.0M0.01%16,826CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$1.0M0.01%13,935CommonSOLE
83601L102SHCSOTERA HEALTH CO$1.0M0.01%87,540CommonSOLE
835495102SONSONOCO PRODS CO$1.0M0.01%21,549CommonSOLE
963320106WHRWHIRLPOOL CORP$1.0M0.01%11,227CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$996,0810.01%5,887CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$991,7920.01%515CommonSOLE
34965K107FTREFORTREA HLDGS INC$980,1710.01%129,824CommonSOLE
513847103MZTILANCASTER COLONY CORP$955,1500.01%5,458CommonSOLE
126117100CNACNA FINL CORP$893,8020.01%17,598CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$892,3120.01%96,780CommonSOLE
830566105SKAASKECHERS U S A INC$888,7770.01%15,653CommonSOLE
053807103AVTAVNET INC$887,7890.01%18,461CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$830,6550.01%20,808CommonSOLE
807066105SCHLSCHOLASTIC CORP$818,7310.01%43,365CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$801,5410.01%13,020CommonSOLE
806407102HSICHENRY SCHEIN INC$792,0870.01%11,565CommonSOLE
92540K109VTMXVESTA REAL ESTATE CORP$779,0740.01%34,155CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$728,7930.01%6,626CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$562,2840.01%1,824CommonSOLE
25243Q205DEODIAGEO PLC$453,9500.00%4,332CommonNONE
515098101LSTRLANDSTAR SYS INC$349,0650.00%2,324CommonSOLE
294628102HP5AEQUITY COMWLTH$341,3920.00%212,045CommonSOLE
922908744VTVVANGUARD INDEX FDS$317,4960.00%1,838CommonSOLE
38500T200GTEGRAN TIERRA ENERGY INC$314,8740.00%63,869CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$308,1030.00%3,375CommonSOLE

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.