Brandes Investment Partners, Lp Top Holdings and 13F Report (2025) About Brandes Investment Partners, LpInvestment ActivityBrandes Investment Partners, Lp has $14.26 billion in total holdings as of June 30, 2025.Brandes Investment Partners, Lp owns shares of 193 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 11.50% of the portfolio was purchased this quarter.About 16.17% of the portfolio was sold this quarter.This quarter, Brandes Investment Partners, Lp has purchased 186 new stocks and bought additional shares in 104 stocks.Brandes Investment Partners, Lp sold shares of 68 stocks and completely divested from 12 stocks this quarter.Largest Holdings CAE $461,042,422EMBRAER S.A. $385,112,593Mohawk Industries $339,425,455Open Text $289,322,155Grifols $267,739,358 Largest New Holdings this Quarter 98978V103 - Zoetis $138,737,455 Holding14040H105 - Capital One Financial $57,230,068 Holding921943858 - Vanguard FTSE Developed Markets ETF $46,426,999 Holding464288257 - iShares MSCI ACWI ETF $18,860,148 Holding464287663 - iShares Core S&P U.S. Value ETF $16,952,387 Holding Largest Purchases this Quarter CNH INDL N V 19,158,489 shares (about $215.15M)Zoetis 1,930,651 shares (about $138.74M)THE CAMPBELLS COMPANY 6,167,736 shares (about $137.36M)Equifax 405,149 shares (about $64.31M)CAE 2,522,848 shares (about $63.22M) Largest Sales this Quarter Micron Technology 388,315 shares (about $448.23M)Kennametal 3,479,676 shares (about $121.96M)Citigroup 774,127 shares (about $108.35M)UnitedHealth Group 197,725 shares (about $82.18M)STMicroelectronics 1,072,451 shares (about $80.32M) 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$461,042,422$63,222,666 â–²15.9%18,397,5153.2%IndustrialsEMBRAER S.A.$385,112,593$21,199,181 â–²5.8%6,036,2192.7%SPONSORED ADSMHKMohawk Industries$339,425,455$21,730,792 â–²6.8%2,797,5262.4%Consumer DiscretionaryOTEXOpen Text$289,322,155$20,509,402 â–²7.6%13,061,9292.0%TechnologyGRFSGrifols$267,739,358$10,496,605 â–²4.1%37,816,2851.9%HealthcareNICENiCE$260,011,023$57,451,247 â–²28.4%2,861,9601.8%TechnologyBDXBecton, Dickinson and Company$252,955,949$23,597,963 â–²10.3%1,671,5401.8%HealthcareTIGOMillicom International Cellular$249,956,728$46,013,260 â–¼-15.5%2,754,0391.8%Communication ServicesCNH INDL N V$245,697,707$215,149,936 â–²704.3%21,878,6811.7%SHSMRKMerck & Co., Inc.$245,558,012$50,322,799 â–¼-17.0%1,910,9471.7%HealthcareCCitigroup$233,785,418$108,347,534 â–¼-31.7%1,670,3621.6%FinanceCICigna Group$232,489,133$45,640,063 â–¼-16.4%843,3171.6%HealthcareDOXAmdocs$231,556,157$3,712,372 â–¼-1.6%4,581,6331.6%TechnologyTXTTextron$231,325,043$29,258,427 â–¼-11.2%2,521,7921.6%IndustrialsBACBank of America$216,725,157$43,496,063 â–¼-16.7%3,803,5221.5%FinanceHXLHexcel$213,583,709$9,983,621 â–¼-4.5%2,134,5491.5%IndustrialsICLRIcon$205,983,126$43,302,744 â–¼-17.4%1,185,7741.4%HealthcareEPCEdgewell Personal Care$189,627,061$9,098,932 â–²5.0%7,059,8311.3%Consumer StaplesWFCWells Fargo & Company$189,290,589$38,374,802 â–¼-16.9%2,290,5341.3%FinanceAJGArthur J. Gallagher & Co.$186,646,545$25,655,767 â–²15.9%813,0141.3%FinancePFEPfizer$183,846,281$35,455,879 â–¼-16.2%7,634,8061.3%HealthcareEFXEquifax$182,902,970$64,305,945 â–²54.2%1,152,3501.3%IndustrialsSNYSanofi$176,460,653$17,632,214 â–²11.1%4,136,4171.2%HealthcareUNHUnitedHealth Group$176,297,894$82,182,627 â–¼-31.8%424,1591.2%HealthcareFDXFedEx$175,976,442$45,244,939 â–¼-20.5%561,9781.2%IndustrialsCVSCVS Health$173,209,426$30,567,812 â–¼-15.0%1,674,3191.2%HealthcarePGRProgressive$172,482,402$17,285,574 â–¼-9.1%789,5611.2%FinanceHALHalliburton$169,066,223$44,525,261 â–¼-20.8%4,979,8511.2%EnergyPNCThe PNC Financial Services Group$166,846,127$33,580,584 â–¼-16.8%677,6181.2%FinanceSHELShell$164,951,351$48,500,037 â–¼-22.7%2,127,2791.2%EnergyACGLArch Capital Group$147,359,429$24,668,386 â–¼-14.3%1,518,2181.0%FinanceARLOArlo Technologies$144,959,229$7,209,077 â–²5.2%10,753,6521.0%TechnologyWKCWorld Kinect$144,913,265$3,605,717 â–²2.6%4,399,3031.0%EnergyINNOVEX INTERNATIONAL INC$142,040,637$21,228,056 â–¼-13.0%5,727,4451.0%COMTHE CAMPBELLS COMPANY$141,079,336$137,355,480 â–²3,688.5%6,334,9501.0%COMZTSZoetis$138,737,455$138,737,455 â–²New Holding1,930,6511.0%HealthcareCMCSAComcast$138,128,810$19,721,429 â–¼-12.5%5,626,4221.0%Communication ServicesGHMGraham$133,655,940$11,299,799 â–¼-7.8%1,079,6990.9%IndustrialsHCAHCA Healthcare$121,274,417$12,550,685 â–¼-9.4%311,0350.9%HealthcareCPACopa$119,731,687$5,196,364 â–²4.5%769,6300.8%IndustrialsCXCemex$119,496,089$10,307,995 â–²9.4%9,957,9890.8%MaterialsEMREmerson Electric$116,402,131$20,094,261 â–¼-14.7%813,1360.8%IndustrialsINGRIngredion$116,254,117$62,628,511 â–²116.8%1,227,4670.8%Consumer StaplesGLOBGlobant$115,769,690$16,667,509 â–²16.8%4,000,3330.8%TechnologyWLKWestlake$114,825,469$19,689,061 â–¼-14.6%1,572,9390.8%MaterialsIMKTAIngles Markets$111,613,191$685,875 â–²0.6%1,260,0270.8%Consumer StaplesNGGNational Grid Transco$111,544,463$2,815,251 â–²2.6%1,345,9820.8%UtilitiesMCKMcKesson$106,197,730$24,146,015 â–¼-18.5%140,5340.7%HealthcareGOOGAlphabet$104,734,368$1,002,420 â–²1.0%296,4140.7%Communication ServicesPZZAPapa John's International$100,407,214$3,599,011 â–²3.7%2,730,6830.7%Consumer DiscretionaryKNXKnight-Swift Transportation$99,398,377$16,280,599 â–¼-14.1%1,276,4590.7%IndustrialsCTSHCognizant Technology Solutions$98,885,265$18,964,417 â–¼-16.1%2,553,1850.7%TechnologyPBHPrestige Consumer Healthcare$96,953,606$56,579,401 â–²140.1%2,051,0600.7%HealthcarePKEPark Aerospace$96,928,079$9,245,901 â–¼-8.7%2,540,0440.7%IndustrialsSLBSLB$95,808,432$874,991 â–²0.9%2,060,8340.7%EnergySAPSAP$94,629,048$22,847,914 â–²31.8%614,0060.7%TechnologyEPAMEPAM Systems$93,143,638$12,000,281 â–¼-11.4%1,173,8230.7%TechnologyBABAAlibaba Group$92,356,209$28,420,736 â–²44.5%962,2150.6%Consumer DiscretionaryJBS N.V.$91,172,642$55,827,951 â–²158.0%7,693,8930.6%CL A SHSSMGScotts Miracle-Gro$90,982,701$35,894,856 â–²65.2%1,335,8200.6%MaterialsSSNCSS&C Technologies$90,854,923$16,025,794 â–²21.4%1,464,2140.6%IndustrialsIFFInternational Flavors & Fragrances$89,397,019$1,818,507 â–²2.1%1,128,4580.6%MaterialsARWArrow Electronics$87,203,243$4,942,250 â–¼-5.4%408,6100.6%TechnologySYYSysco$86,782,406$11,082,035 â–²14.6%1,038,3080.6%Consumer StaplesTAPMolson Coors Beverage$86,209,947$22,346,248 â–²35.0%2,212,7810.6%Consumer StaplesGOOGLAlphabet$84,980,252$41,495,011 â–¼-32.8%237,7890.6%Communication ServicesOMCOmnicom Group$84,722,615$1,265,356 â–²1.5%1,163,2860.6%Communication ServicesORNOrion Group$82,661,049$4,127,376 â–¼-4.8%4,914,4500.6%IndustrialsTSMTaiwan Semiconductor Manufacturing$82,012,547$8,853,093 â–¼-9.7%171,7030.6%TechnologyCVXChevron$80,979,215$889,481 â–²1.1%488,5260.6%EnergyWTWWillis Towers Watson Public$80,467,735$2,306,651 â–²3.0%307,8610.6%FinanceAMXAmerica Movil$80,398,654$2,015,225 â–²2.6%3,093,4260.6%Communication ServicesFISERV INC$79,287,158$15,234,287 â–¼-16.1%1,616,4460.6%COMGSKGSK$77,750,479$1,582,900 â–²2.1%1,483,1980.5%HealthcareEVERGY INC$76,924,101$25,615,351 â–¼-25.0%890,0040.5%COMCTVACorteva$76,617,945$772,972 â–²1.0%904,6800.5%MaterialsAZOAutoZone$74,771,438$26,675,769 â–²55.5%23,3880.5%Consumer DiscretionaryTGTTarget$74,762,062$98,743 â–¼-0.1%572,3990.5%Consumer StaplesELANElanco Animal Health$73,141,807$4,752,880 â–²6.9%2,972,0360.5%HealthcareTAKTakeda Pharmaceutical$72,765,928$1,742,546 â–²2.5%4,539,3470.5%HealthcareKASPI KZ JSC$72,229,289$7,760,367 â–²12.0%833,6690.5%SPONSORED ADSJNJJohnson & Johnson$70,255,605$771,325 â–¼-1.1%276,6230.5%HealthcareLABCORP HOLDINGS INC$69,868,821$1,181,076 â–²1.7%249,5240.5%COM SHSKVUEKenvue$69,378,926$2,781,028 â–²4.2%3,630,4950.5%Consumer StaplesUBSUBS Group$69,317,918$1,495,203 â–²2.2%1,398,6410.5%FinanceFSTRL.B. Foster$64,631,043$2,280,317 â–¼-3.4%1,430,8400.5%IndustrialsABEVAmbev$64,454,490$8,003,125 â–¼-11.0%20,526,9070.5%Consumer StaplesKMTKennametal$62,585,421$121,962,645 â–¼-66.1%1,785,6040.4%IndustrialsSNNSmith & Nephew SNATS$61,905,590$23,236,460 â–²60.1%2,148,7310.4%HealthcareCAHCardinal Health$61,727,642$453,279 â–²0.7%259,8320.4%HealthcareLKQLKQ$60,642,220$17,780,343 â–²41.5%2,303,1560.4%Consumer DiscretionaryPHGKoninklijke Philips$60,097,254$6,017,986 â–²11.1%2,210,2520.4%HealthcareCOFCapital One Financial$57,230,068$57,230,068 â–²New Holding285,2590.4%FinanceALSNAllison Transmission$57,128,012$656,382 â–²1.2%506,7160.4%IndustrialsDEODiageo$54,738,534$14,388,526 â–²35.7%680,9730.4%Consumer StaplesVIVTelefonica Brasil$52,166,045$19,918,817 â–²61.8%3,963,9670.4%Communication ServicesSTTState Street$51,095,604$12,401,492 â–¼-19.5%301,2630.4%FinanceNTESNetEase$48,503,691$34,483,859 â–²246.0%378,4890.3%Communication ServicesJPMJPMorgan Chase & Co.$48,292,665$611,150 â–²1.3%147,5290.3%FinanceMOG.AMoog$47,982,926$73,535,816 â–¼-60.5%113,2100.3%IndustrialsShowing largest 100 holdings. 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