Institutions / Brandes Investment Partners, LP / Activity
Activity — Brandes Investment Partners, LP
121 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | NICE Ltd. Common stock | $167.86M | +1.5M +215.27% | 2,229,590 1.74% of portfolio | high |
| Q1 2026 as of | Add | Mohawk Industries Inc Common stock | $149.25M | +1.5M +137.48% | 2,618,422 1.82% of portfolio | high |
| Q1 2026 as of | Add | G02602103 Common stock | $126.61M | +1.9M +71.46% | 4,655,087 2.15% of portfolio | high |
| Q1 2026 as of | Add | Papa Johns International Inc Common stock | $73.29M | +2.3M +608.87% | 2,632,804 0.60% of portfolio | high |
| Q1 2026 as of | Add | ICON plc Common stock | $72.85M | +658K +84.76% | 1,435,053 1.12% of portfolio | high |
| Q1 2026 as of | Add | Open Text Corporation Common stock | $67.38M | +3.0M +33.27% | 12,135,998 1.91% of portfolio | high |
| Q1 2026 as of | Add | Molson Coors Beverage Co Common stock | $65.96M | +1.5M +1425.15% | 1,639,212 0.50% of portfolio | high |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $60.02M | +222K +55.45% | 621,884 1.19% of portfolio | high |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $52.81M | +266K +44.23% | 868,688 1.22% of portfolio | high |
| Q1 2026 as of | Add | Globant S.A. Common stock | $47.20M | +1.0M +42.64% | 3,424,400 1.12% of portfolio | medium |
| Q1 2026 as of | Add | EPAM Systems, Inc. Common stock | $46.20M | +341K +34.68% | 1,325,054 1.27% of portfolio | medium |
| Q1 2026 as of | Add | 636274409 Common stock | $44.97M | +532K +68.10% | 1,312,011 0.79% of portfolio | medium |
| Q1 2026 as of | Add | Becton Dickinson & Co Common stock | $44.95M | +286K +23.25% | 1,515,604 1.69% of portfolio | medium |
| Q1 2026 as of | Add | Cognizant Technology Solutions Corp Common stock | $44.20M | +720K +31.02% | 3,042,840 1.32% of portfolio | medium |
| Q1 2026 as of | Add | Grifols SA Common stock | $43.14M | +5.4M +17.38% | 36,333,714 2.06% of portfolio | medium |
| Q1 2026 as of | Add | TCOM Trip.com Group Ltd. ADR | $41.73M | +838K +2802.72% | 867,912 0.31% of portfolio | medium |
| Q1 2026 as of | Add | 803054204 Common stock | $40.46M | +236K +102.98% | 465,756 0.56% of portfolio | medium |
| Q1 2026 as of | Add | Sanofi Common stock | $39.02M | +810K +27.80% | 3,723,100 1.27% of portfolio | medium |
| Q1 2026 as of | Add | EMBJ Embraer S.A. ADR | $32.53M | +548K +10.63% | 5,703,945 2.40% of portfolio | medium |
| Q1 2026 as of | Add | Arlo Technologies, Inc. Common stock | $28.75M | +2.0M +24.64% | 10,218,854 1.03% of portfolio | medium |
| Q1 2026 as of | Add | NETGEAR Inc Common stock | $25.03M | +1.1M +61.77% | 3,001,669 0.46% of portfolio | medium |
| Q1 2026 as of | Add | N4732M103 Common stock | $23.42M | +1.3M +77.66% | 2,982,674 0.38% of portfolio | medium |
| Q1 2026 as of | Add | WLK Westlake Corp Common Stock | $20.13M | +172K +10.32% | 1,842,650 1.52% of portfolio | medium |
| Q1 2026 as of | Add | Cae Inc Common stock | $18.67M | +717K +4.73% | 15,874,667 2.93% of portfolio | medium |
| Q1 2026 as of | Add | Ingredion Inc Common stock | $18.33M | +163K +40.32% | 566,205 0.45% of portfolio | medium |
| Q1 2026 as of | Add | Cigna Group Common stock | $17.23M | +65K +6.84% | 1,008,869 1.90% of portfolio | medium |
| Q1 2026 as of | Add | 25243Q205 Common stock | $14.92M | +200K +66.44% | 501,973 0.26% of portfolio | medium |
| Q1 2026 as of | Add | Prestige Consumer Healthcare Inc Common stock | $14.66M | +247K +40.77% | 854,119 0.36% of portfolio | medium |
| Q1 2026 as of | Add | KSPI Joint Stock Co Kaspi.kz ADR | $13.78M | +186K +33.33% | 744,099 0.39% of portfolio | medium |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $13.42M | +478K +5.54% | 9,107,225 1.81% of portfolio | medium |
| Q1 2026 as of | Add | Edgewell Personal Care Company Common stock | $12.84M | +602K +9.83% | 6,721,077 1.02% of portfolio | medium |
| Q1 2026 as of | Add | 780259305 Common stock | $12.59M | +135K +5.17% | 2,752,755 1.81% of portfolio | medium |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $12.50M | +435K +7.26% | 6,429,738 1.31% of portfolio | medium |
| Q1 2026 as of | Add | Autozone Inc Common stock | $12.26M | +4K +31.77% | 15,044 0.36% of portfolio | medium |
| Q1 2026 as of | Add | SS&C Technologies Holdings, Inc. Common stock | $10.34M | +153K +14.53% | 1,205,943 0.58% of portfolio | medium |
| Q1 2026 as of | Add | World Kinect Corp Common stock | $10.25M | +444K +11.55% | 4,289,840 0.70% of portfolio | medium |
| Q1 2026 as of | Add | TAK Takeda Pharmaceutical Co Ltd ADR | $10.16M | +549K +14.14% | 4,430,642 0.58% of portfolio | medium |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $10.01M | +126K +4.78% | 2,754,893 1.55% of portfolio | medium |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $9.46M | +83K +3.53% | 2,444,489 1.96% of portfolio | medium |
| Q1 2026 as of | Add | Copa Holdings, S.A. Common stock | $9.31M | +82K +12.53% | 736,228 0.59% of portfolio | medium |
| Q1 2026 as of | Add | Textron Inc Common stock | $9.26M | +106K +3.86% | 2,840,753 1.76% of portfolio | medium |
| Q1 2026 as of | Add | CVS HEALTH Corp Common stock | $8.94M | +124K +6.74% | 1,969,801 1.00% of portfolio | medium |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $8.81M | +181K +4.12% | 4,566,877 1.58% of portfolio | medium |
| Q1 2026 as of | Add | 500472303 Common stock | $7.20M | +263K +15.23% | 1,988,923 0.39% of portfolio | medium |
| Q1 2026 as of | Add | Willis Towers Watson PLC Common stock | $6.82M | +23K +8.51% | 299,036 0.62% of portfolio | medium |
| Q1 2026 as of | Add | Fiserv Inc Common stock | $6.78M | +121K +6.73% | 1,927,031 0.76% of portfolio | medium |
| Q1 2026 as of | Add | Kenvue Inc. Common stock | $6.73M | +390K +12.61% | 3,484,968 0.43% of portfolio | medium |
| Q1 2026 as of | Add | HMC Honda Motor Co Ltd ADR | $6.73M | +277K +29.03% | 1,229,723 0.21% of portfolio | medium |
| Q1 2026 as of | Add | AMX America Movil Sab de Cv ADR | $6.45M | +253K +9.16% | 3,015,888 0.54% of portfolio | medium |
| Q1 2026 as of | Add | Utah Medical Products Inc Common stock | $6.07M | +98K +27.88% | 449,279 0.20% of portfolio | medium |