Brandes Investment Partners, Lp Top Holdings and 13F Report (2025) About Brandes Investment Partners, LpInvestment ActivityBrandes Investment Partners, Lp has $11.06 billion in total holdings as of June 30, 2025.Brandes Investment Partners, Lp owns shares of 181 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 11.75% of the portfolio was purchased this quarter.About 6.50% of the portfolio was sold this quarter.This quarter, Brandes Investment Partners, Lp has purchased 185 new stocks and bought additional shares in 112 stocks.Brandes Investment Partners, Lp sold shares of 59 stocks and completely divested from 11 stocks this quarter.Largest Holdings CAE $433,287,355Embraer-Empresa Brasileira de Aeronautica $357,145,206Grifols $253,440,597Millicom International Cellular $248,228,199Open Text $244,355,826 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $150,050,692 Holding87612E106 - Target $39,823,230 HoldingG4705A100 - Icon $30,186,662 Holding624580106 - Movado Group $5,540,264 Holding46266C105 - IQVIA $2,913,682 Holding Largest Purchases this Quarter Vanguard Value ETF 848,997 shares (about $150.05M)Becton, Dickinson and Company 871,110 shares (about $150.05M)Westlake 1,035,851 shares (about $78.65M)Kennametal 3,238,093 shares (about $74.35M)Open Text 2,506,058 shares (about $73.18M) Largest Sales this Quarter McKesson 151,828 shares (about $111.26M)LABCORP HOLDINGS INC 279,196 shares (about $73.29M)State Street 538,153 shares (about $57.23M)Corteva 609,739 shares (about $45.44M)ZTO Express (Cayman) 2,439,699 shares (about $43.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrandes Investment Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAECAE$433,287,355$18,406,400 ▲4.4%14,803,1063.9%AerospaceERJEmbraer-Empresa Brasileira de Aeronautica$357,145,206$31,635,539 ▼-8.1%6,275,6013.2%AerospaceGRFSGrifols$253,440,597$20,738,784 ▲8.9%28,035,4612.3%MedicalTIGOMillicom International Cellular$248,228,199$6,064,932 ▲2.5%6,624,7182.2%Computer and TechnologyOTEXOpen Text$244,355,826$73,177,018 ▲42.7%8,368,3362.2%Computer and TechnologyCCitigroup$236,689,627$6,028,640 ▼-2.5%2,780,6512.1%Financial ServicesBACBank of America$230,144,639$4,961,035 ▼-2.1%4,863,5752.1%FinanceCXCemex$226,251,788$16,201,073 ▲7.7%32,648,1632.0%ConstructionWFCWells Fargo & Company$223,405,017$7,514,557 ▼-3.3%2,788,3722.0%FinanceCICigna Group$223,065,558$1,085,643 ▲0.5%674,7592.0%MedicalTXTTextron$217,945,257$36,212,285 ▲19.9%2,714,4662.0%AerospaceDOXAmdocs$212,480,968$2,516,501 ▲1.2%2,328,8041.9%Computer and TechnologyFIFiserv$201,033,507$41,516,719 ▲26.0%1,166,0091.8%Business ServicesCMCSAComcast$198,930,393$1,816,516 ▲0.9%5,573,8351.8%Consumer DiscretionaryPFEPfizer$194,955,387$24,061,536 ▲14.1%8,042,7091.8%MedicalKMTKennametal$187,218,573$74,346,616 ▲65.9%8,154,1191.7%IndustrialsSHELShell$177,969,113$2,218,068 ▲1.3%2,527,5971.6%EnergyCTVACorteva$174,083,448$45,444,023 ▼-20.7%2,335,7411.6%Consumer StaplesCTSHCognizant Technology Solutions$168,008,515$5,615,146 ▼-3.2%2,153,1161.5%Computer and TechnologyCAHCardinal Health$159,432,834$6,564,340 ▼-4.0%948,9941.4%MedicalMRKMerck & Co., Inc.$151,372,773$7,597,659 ▲5.3%1,912,2281.4%MedicalVTVVanguard Value ETF$150,376,578$150,051,730 ▲46,191.3%850,8351.4%ETFBDXBecton, Dickinson and Company$150,050,692$150,050,692 ▲New Holding871,1101.4%MedicalFDXFedEx$149,755,890$13,925,695 ▲10.3%658,8071.4%TransportationMUMicron Technology$142,834,988$16,039,408 ▼-10.1%1,158,8941.3%Computer and TechnologyBKBank of New York Mellon$140,107,172$16,443,542 ▼-10.5%1,537,7711.3%FinanceHCAHCA Healthcare$140,099,118$3,084,036 ▼-2.2%365,6891.3%MedicalPNCThe PNC Financial Services Group$137,863,571$3,570,556 ▼-2.5%739,5211.2%FinanceHXLHexcel$137,849,663$45,368,547 ▲49.1%2,440,2421.2%AerospaceHALHalliburton$135,031,231$36,982,579 ▲37.7%6,625,6681.2%EnergyACGLArch Capital Group$131,415,226$2,027,789 ▲1.6%1,443,3201.2%FinanceMCKMcKesson$129,871,173$111,263,291 ▼-46.1%177,2201.2%MedicalAIGAmerican International Group$121,931,651$3,595,660 ▼-2.9%1,424,5921.1%FinanceSNYSanofi$119,991,595$10,052,896 ▲9.1%2,483,7671.1%MedicalCVSCVS Health$118,921,998$1,655,253 ▲1.4%1,723,9981.1%MedicalEMREmerson Electric$117,993,933$4,251,007 ▼-3.5%884,9671.1%IndustrialsELANElanco Animal Health$115,672,598$11,722,466 ▲11.3%8,100,3221.0%MedicalWLKWestlake$110,620,899$78,652,653 ▲246.0%1,456,8711.0%Basic MaterialsINNOVEX INTERNATIONAL INC$110,194,008$7,887,085 ▲7.7%7,054,6741.0%COMEPCEdgewell Personal Care$107,631,806$30,743,136 ▲40.0%4,597,6851.0%Consumer StaplesOMFOneMain$106,867,703$941,246 ▼-0.9%1,874,8631.0%FinanceARLOArlo Technologies$101,854,331$5,140,220 ▼-4.8%6,005,5620.9%Computer and TechnologyCVXChevron$98,502,611$2,187,677 ▲2.3%687,9090.9%EnergyNTRNutrien$94,721,941$24,677,518 ▲35.2%1,626,3950.9%Basic MaterialsMHKMohawk Industries$91,293,531$4,830,670 ▲5.6%870,7780.8%Consumer DiscretionarySSNCSS&C Technologies$77,066,438$4,136,467 ▼-5.1%930,7480.7%Computer and TechnologyWRBW.R. Berkley$75,374,705$5,046,830 ▼-6.3%1,025,9190.7%FinanceWKCWorld Kinect$74,716,145$375,978 ▲0.5%2,635,4850.7%EnergyEVERGY INC$74,179,058$729,631 ▲1.0%1,076,1400.7%COMBABAAlibaba Group$71,873,272$9,081,977 ▲14.5%633,7320.6%Retail/WholesaleWTWWillis Towers Watson Public$71,671,224$12,587,445 ▼-14.9%233,8300.6%FinanceGOOGAlphabet$71,174,290$4,142,469 ▼-5.5%401,2250.6%Computer and TechnologyGOOGLAlphabet$70,241,516$2,448,556 ▲3.6%398,5760.6%Computer and TechnologyCPACopa$69,494,870$1,311,944 ▼-1.9%631,9430.6%TransportationGSKGSK$67,869,881$3,361,823 ▲5.2%1,767,4350.6%MedicalGHMGraham$65,181,648$2,256,022 ▼-3.3%1,316,5350.6%IndustrialsLKQLKQ$64,444,571$1,618,378 ▼-2.4%1,741,2690.6%Auto/Tires/TrucksJNJJohnson & Johnson$62,745,262$1,298,699 ▲2.1%410,7650.6%MedicalJPMJPMorgan Chase & Co.$61,950,957$5,405,532 ▼-8.0%213,6840.6%FinanceSYYSysco$61,118,447$1,536,247 ▲2.6%806,9440.6%Consumer StaplesIMKTAIngles Markets$60,123,979$8,518,145 ▲16.5%948,6270.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$59,740,597$9,754,612 ▲19.5%263,7510.5%Computer and TechnologyUBSUBS Group$59,335,713$6,120,272 ▲11.5%1,754,4460.5%FinanceSEESealed Air$59,229,505$13,688,574 ▲30.1%1,908,7820.5%IndustrialsFLEXFlex$58,430,739$18,754,135 ▼-24.3%1,170,4820.5%Computer and TechnologyAVADEL PHARMACEUTICALS PLC$57,415,632$7,261,133 ▲14.5%6,487,6420.5%COM SHSTAKTakeda Pharmaceutical$57,391,894$3,217,787 ▲5.9%3,712,2780.5%MedicalHBIHanesbrands$56,898,036$19,259,372 ▲51.2%12,423,1520.5%Consumer DiscretionaryMOG.AMoog$56,759,612$9,102,610 ▲19.1%313,6410.5%AerospaceSTTState Street$54,713,775$57,228,008 ▼-51.1%514,5100.5%FinanceAMXAmerica Movil$54,676,230$1,328,783 ▲2.5%3,047,7200.5%Computer and TechnologyLABCORP HOLDINGS INC$53,986,254$73,294,267 ▼-57.6%205,6470.5%COM SHSPINCPremier$52,332,896$1,160,623 ▼-2.2%2,386,3610.5%MedicalAZOAutoZone$52,315,112$8,691,329 ▼-14.2%14,0850.5%Retail/WholesalePBR.APetroleo Brasileiro S.A.- Petrobras$52,051,421$13,308,236 ▲34.3%4,510,5190.5%EnergyOMCOmnicom Group$51,649,399$1,028,965 ▲2.0%717,9460.5%Business ServicesUWMCUWM$50,627,2860.0%12,228,8130.5%FinanceABEVAmbev$49,662,696$788,456 ▼-1.6%20,606,9280.4%Consumer StaplesSNNSmith & Nephew SNATS$49,143,088$1,953,533 ▲4.1%1,604,4000.4%MedicalSLBSchlumberger$48,641,410$13,293,359 ▲37.6%1,439,0890.4%EnergyNTGRNETGEAR$46,343,714$40,321,718 ▼-46.5%1,594,2110.4%Computer and TechnologyPKEPark Aerospace$44,335,582$1,748,532 ▲4.1%3,001,7320.4%AerospaceUNHUnitedHealth Group$43,496,642$12,338,650 ▲39.6%139,4160.4%MedicalTTETotalEnergies$40,688,436$951,073 ▲2.4%662,7730.4%EnergyKNXKnight-Swift Transportation$39,925,339$6,813,415 ▲20.6%902,6690.4%TransportationSMGScotts Miracle-Gro$39,835,949$30,643,038 ▲333.3%603,9410.4%Consumer StaplesTGTTarget$39,823,230$39,823,230 ▲New Holding403,6750.4%Retail/WholesaleVIVTelefonica Brasil$39,678,879$1,356,625 ▲3.5%3,480,5970.4%UtilitiesORNOrion Group$39,224,022$463,586 ▲1.2%4,324,5890.4%ConstructionINGRIngredion$38,966,302$1,849,358 ▼-4.5%287,3130.4%Consumer StaplesKVUEKenvue$37,639,266$23,066,672 ▼-38.0%1,798,3330.3%Consumer StaplesTKRTimken$37,264,655$29,142,900 ▲358.8%513,6410.3%Computer and TechnologyPHGKoninklijke Philips$36,711,604$12,918,453 ▲54.3%1,530,9180.3%MedicalGTESGates Industrial$36,475,002$2,220,651 ▼-5.7%1,583,7990.3%IndustrialsSTMSTMicroelectronics$34,129,253$4,398,232 ▼-11.4%1,122,2950.3%Computer and TechnologyPZZAPapa John's International$33,783,233$24,690,915 ▲271.6%690,2990.3%Retail/WholesaleTFCTruist Financial$32,690,900$791,106 ▲2.5%760,4260.3%FinanceICLRIcon$30,186,662$30,186,662 ▲New Holding207,5330.3%MedicalMTXMinerals Technologies$29,631,680$24,106,011 ▲436.3%538,0730.3%Basic MaterialsNVSNovartis$28,956,912$1,727,501 ▲6.3%239,2820.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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