BRANDES INVESTMENT PARTNERS, LP
LA JOLLA CA · SEC CIK 0001015079
$141.29亿2026Q1 申报市值
186持仓数
20.9%前十大占比 · 第一大 2.9%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NICE 加仓+$1.68亿
AJG 新建仓+$1.52亿
MHK 加仓+$1.49亿
EFX 新建仓+$1.35亿
DOX 加仓+$1.27亿
2026Q1 卖出最多 按季末市值估算
KMT 减仓-$1.79亿
CTVA 减仓-$1.19亿
TIGO 减仓-$1.18亿
CAH 减仓-$1.11亿
GIL 清仓-$9,987.02万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -1,598,946 | -100.0% | -$9,987.02万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -1,130,476 | -100.0% | -$2,427.14万 | 清仓 |
| E | ENI S P A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -218,425 | -100.0% | -$470.71万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -44,864 | -100.0% | -$334.19万 | 清仓 |
| SEB | SEABOARD CORP DEL | $0 | 0.00% | 0 | -463 | -100.0% | -$205.80万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -10,175 | -100.0% | -$80.05万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -4,552 | -100.0% | -$38.94万 | 清仓 |
| GTE | GRAN TIERRA ENERGY INC | $0 | 0.00% | 0 | -63,869 | -100.0% | -$27.08万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,542 | -100.0% | -$22.10万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -7,054 | -100.0% | -$21.23万 | 清仓 |
| NWG | NATWEST GROUP PLC | $19.19万 | 0.00% | 12,878 | -483,688 | -97.4% | -$720.68万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $21.03万 | 0.00% | 12,392 | -9,702 | -43.9% | -$16.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.35万 | 0.00% | 1,547 | -25,109 | -94.2% | -$492.64万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $58.71万 | 0.00% | 10,041 | -1,792 | -15.1% | -$10.48万 | 减仓 |
| CNA | CNA FINL CORP | $83.87万 | 0.01% | 18,264 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER TIMBER LTD | $93.53万 | 0.01% | 14,325 | 2,447 | 20.6% | $15.98万 | 加仓 |
| — | SEALED AIR CORP NEW | $97.10万 | 0.01% | 23,092 | -1,067,584 | -97.9% | -$4,489.19万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $117.59万 | 0.01% | 11,953 | -1,133 | -8.7% | -$11.15万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $125.11万 | 0.01% | 9,045 | -4,631 | -33.9% | -$64.06万 | 减仓 |
| — | EAGLE BANCORP MONT INC | $133.69万 | 0.01% | 64,963 | -348,925 | -84.3% | -$718.09万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $150.21万 | 0.01% | 9,370 | 1,736 | 22.7% | $27.83万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $153.35万 | 0.01% | 698 | 33 | 5.0% | $7.25万 | 加仓 |
| ORI | OLD REP INTL CORP | $161.40万 | 0.01% | 40,452 | 4,851 | 13.6% | $19.36万 | 加仓 |
| VTMX | VESTA REAL ESTATE CORP | $175.79万 | 0.01% | 52,724 | 5,734 | 12.2% | $19.12万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $176.86万 | 0.01% | 45,998 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $177.10万 | 0.01% | 8,152 | -40,782 | -83.3% | -$885.99万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $191.19万 | 0.01% | 25,942 | 3,520 | 15.7% | $25.94万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $223.58万 | 0.02% | 88,827 | -26,872 | -23.2% | -$67.64万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $230.56万 | 0.02% | 124,693 | 14,186 | 12.8% | $26.23万 | 加仓 |
| AVT | AVNET INC | $232.65万 | 0.02% | 37,755 | 4,898 | 14.9% | $30.18万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $233.61万 | 0.02% | 148,610 | 148,610 | — | $233.61万 | 新建仓 |
| TRU | TRANSUNION | $237.36万 | 0.02% | 34,305 | 34,305 | — | $237.36万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $239.55万 | 0.02% | 17,317 | 6,317 | 57.4% | $87.38万 | 加仓 |
| SHC | SOTERA HEALTH CO | $241.23万 | 0.02% | 168,223 | 19,651 | 13.2% | $28.18万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $251.54万 | 0.02% | 22,647 | 1,425 | 6.7% | $15.83万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $253.85万 | 0.02% | 4,281 | 237 | 5.9% | $14.05万 | 加仓 |
| SUZ | SUZANO S A | $269.71万 | 0.02% | 269,437 | 29,480 | 12.3% | $29.51万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $287.48万 | 0.02% | 276,427 | 32,003 | 13.1% | $33.28万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $288.75万 | 0.02% | 26,303 | 3,176 | 13.7% | $34.87万 | 加仓 |
| AGCO | AGCO CORP | $288.77万 | 0.02% | 24,922 | 3,245 | 15.0% | $37.60万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $289.45万 | 0.02% | 307,267 | 27,994 | 10.0% | $26.37万 | 加仓 |
| HDB | HDFC BANK LTD | $296.59万 | 0.02% | 119,206 | 28,809 | 31.9% | $71.68万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $301.20万 | 0.02% | 30,875 | 827 | 2.8% | $8.07万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $309.65万 | 0.02% | 165,762 | 4,381 | 2.7% | $8.18万 | 加仓 |
| SEIC | SEI INVTS CO | $318.62万 | 0.02% | 40,604 | 4,941 | 13.9% | $38.77万 | 加仓 |
| TSN | TYSON FOODS INC | $328.06万 | 0.02% | 51,203 | 51,203 | — | $328.06万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $328.64万 | 0.02% | 53,592 | -7,676 | -12.5% | -$47.07万 | 减仓 |
| WHR | WHIRLPOOL CORP | $335.33万 | 0.02% | 62,190 | 18,888 | 43.6% | $101.84万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $372.39万 | 0.03% | 167,214 | 54,230 | 48.0% | $120.77万 | 加仓 |
| FFIV | F5 INC | $374.05万 | 0.03% | 12,928 | 817 | 6.7% | $23.64万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $389.02万 | 0.03% | 119,994 | 34,695 | 40.7% | $112.48万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $396.02万 | 0.03% | 33,109 | 33,109 | — | $396.02万 | 新建仓 |
| OGN | ORGANON & CO | $414.28万 | 0.03% | 691,625 | 85,126 | 14.0% | $50.99万 | 加仓 |
| TIMB | TIM S A | $425.93万 | 0.03% | 160,786 | 11,084 | 7.4% | $29.36万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $455.78万 | 0.03% | 76,001 | 8,000 | 11.8% | $47.98万 | 加仓 |
| BRC | BRADY CORP | $481.90万 | 0.03% | 59,318 | -2,255 | -3.7% | -$18.32万 | 减仓 |
| BAP | CREDICORP LTD | $494.42万 | 0.03% | 14,575 | -1,079 | -6.9% | -$36.60万 | 减仓 |
| IQV | IQVIA HLDGS INC | $503.02万 | 0.04% | 29,496 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $537.46万 | 0.04% | 59,440 | 10,577 | 21.6% | $95.64万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $551.09万 | 0.04% | 40,208 | -30,261 | -42.9% | -$414.76万 | 减仓 |
| IXUS | ISHARES TR | $592.50万 | 0.04% | 68,387 | -78,610 | -53.5% | -$681.08万 | 减仓 |
| — | LENSAR INC | $611.00万 | 0.04% | 1,025,176 | 168,960 | 19.7% | $100.70万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $624.50万 | 0.04% | 116,751 | 18 | 0.0% | $963 | 加仓 |
| — | RESOURCES CONNECTION INC | $675.68万 | 0.05% | 1,811,479 | 368,834 | 25.6% | $137.58万 | 加仓 |
| — | NATIONAL BANKSHARES INC VA | $704.25万 | 0.05% | 193,422 | -51,083 | -20.9% | -$185.99万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $850.62万 | 0.06% | 458,556 | -246,716 | -35.0% | -$457.66万 | 减仓 |
| — | HURCO CO | $869.96万 | 0.06% | 591,406 | 85,689 | 16.9% | $126.05万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $996.65万 | 0.07% | 465,941 | 23,668 | 5.4% | $50.63万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $1,089.36万 | 0.08% | 939,106 | 82,228 | 9.6% | $95.38万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $1,112.58万 | 0.08% | 97,092 | -54,056 | -35.8% | -$619.43万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $1,140.11万 | 0.08% | 291,888 | 12,202 | 4.4% | $47.66万 | 加仓 |
| NTES | NETEASE COM INC | $1,224.71万 | 0.09% | 109,401 | 109,401 | — | $1,224.71万 | 新建仓 |
| WPP | WPP PLC NEW | $1,397.52万 | 0.10% | 898,714 | 196,657 | 28.0% | $305.81万 | 加仓 |
| MOV | MOVADO GROUP INC | $1,805.11万 | 0.13% | 739,192 | 35,156 | 5.0% | $85.85万 | 加仓 |
| WAT | WATERS CORP | $2,068.43万 | 0.15% | 69,454 | 69,454 | — | $2,068.43万 | 新建仓 |
| SON | SONOCO PRODS CO | $2,183.23万 | 0.15% | 403,630 | 35,166 | 9.5% | $190.21万 | 加仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $2,268.62万 | 0.16% | 2,428,930 | 541,285 | 28.7% | $505.56万 | 加仓 |
| ENIC | ENEL CHILE SA | $2,367.90万 | 0.17% | 6,009,907 | 739,159 | 14.0% | $291.23万 | 加仓 |
| TKR | TIMKEN CO | $2,546.30万 | 0.18% | 253,187 | -413,979 | -62.1% | -$4,163.39万 | 减仓 |
| UTMD | UTAH MED PRODS INC | $2,785.08万 | 0.20% | 449,279 | 97,957 | 27.9% | $607.24万 | 加仓 |
| NVS | NOVARTIS AG | $2,896.00万 | 0.20% | 189,570 | -73,227 | -27.9% | -$1,118.67万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $2,989.50万 | 0.21% | 1,229,723 | 276,642 | 29.0% | $672.53万 | 加仓 |
| CNH | CNH INDL N V | $2,992.21万 | 0.21% | 2,720,192 | 15,611 | 0.6% | $17.17万 | 加仓 |
| WRB | BERKLEY W R CORP | $3,401.65万 | 0.24% | 513,217 | -304,775 | -37.3% | -$2,020.08万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $3,437.20万 | 0.24% | 372,515 | 53,481 | 16.8% | $493.47万 | 加仓 |
| — | QORVO INC | $3,598.23万 | 0.25% | 464,880 | 22,880 | 5.2% | $177.09万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $3,634.11万 | 0.26% | 1,610,849 | 1,610,849 | — | $3,634.11万 | 新建仓 |
| DEO | DIAGEO PLC | $3,737.32万 | 0.26% | 501,973 | 200,377 | 66.4% | $1,491.86万 | 加仓 |
| STM | STMICROELECTRONICS N V | $3,796.87万 | 0.27% | 1,098,931 | -468,034 | -29.9% | -$1,617.08万 | 减仓 |
| TFC | TRUIST FINL CORP | $3,826.69万 | 0.27% | 832,427 | 29,520 | 3.7% | $135.70万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $3,898.60万 | 0.28% | 2,450,386 | 172,959 | 7.6% | $275.18万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $3,982.09万 | 0.28% | 942,284 | 942,284 | — | $3,982.09万 | 新建仓 |
| FSTR | FOSTER L B CO | $4,132.89万 | 0.29% | 1,481,323 | 120,908 | 8.9% | $337.33万 | 加仓 |
| ETR | ENTERGY CORP NEW | $4,165.40万 | 0.29% | 370,712 | -23,660 | -6.0% | -$265.85万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $4,265.58万 | 0.30% | 1,342,198 | 161,015 | 13.6% | $511.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,284.97万 | 0.30% | 145,662 | -15,304 | -9.5% | -$450.20万 | 减仓 |