Charles Brandes

Brandes Investment Partners

Charles H. Brandes is a prominent American investor and businessman known for his adherence to the value investing principles espoused by Benjamin Graham. He founded Brandes Investment Partners in 1974, which has grown to manage over $39.8 billion in assets and is headquartered in San Diego, California. Brandes's investment philosophy emphasizes long-term value and disciplined analysis, making him a respected figure in the investment community. Brandes Investment Partners employs a value-oriented investment strategy, focusing on identifying undervalued securities with strong fundamentals. The firm has a diverse portfolio that spans various sectors, including healthcare, financial services, and industrials. Their approach seeks to capitalize on market inefficiencies through rigorous research and a commitment to long-term growth. The disclosed trading record for Charles Brandes reveals a substantial level of activity, with 600 disclosures recorded between August 13, 2025, and May 15, 2026. Notably, the firm has engaged in a significant number of position increases, totaling 385, while also reducing positions in 159 cases and exiting 25 altogether. The largest disclosed move during this period was an addition of approximately $165.9 million in NICE Ltd. (NICE) on May 15, 2026, highlighting the firm's strategic investment decisions.

History Trades

CompanyValueActionChangePriceLast Price
Mitsubishi UFJ Financial Group, Inc.MUFG$-14.8MTrimQ4 2025 13F$15M$15.46$21.56
Moog Inc.MOG-A$14.7MAddQ4 2025 13F$15M$219.56$382.48
World Kinect CorporationWKC$13.9MAddQ4 2025 13F$14M$24.65$36.95
Chevron Corporation Common StockCVX$-13.5MTrimQ4 2025 13F$14M$152.30$192.98
Kenvue Inc.KVUE$13.4MAddQ4 2025 13F$13M$16.67$19.07
JPMorgan Chase & Co.JPM$-12.6MTrimQ4 2025 13F$13M$309.61$348.21
iShares Core MSCI Total International Stock ETFIXUS$12.1MAddQ4 2025 13F$12M--$93.85
The Timken CoTKR$12.1MAddQ4 2025 13F$12M--$139.47
McKesson CorpMCK$12.0MAddQ4 2025 13F$12M$806.00$834.36
CVS Health CorpCVS$10.8MAddQ4 2025 13F$11M$78.84$107.43
Joint Stock Company Kaspi.kzKSPI$10.3MAddQ4 2025 13F$10M$75.58$89.08
Eni S.p.A.E$-10.2MTrimQ4 2025 13F$10M$36.74$49.54
Vanguard Small Cap Value ETFVBR$10.1MAddQ4 2025 13F$10M--$244.37
Nutrien LtdNTR$9.8MAddQ4 2025 13F$10M$58.85$68.33
HCA Healthcare IncHCA$9.7MAddQ4 2025 13F$10M$467.86$370.37
Charles Brandes (Brandes Investment Partners) add Unmapped 13F securityPORTFOLIO$53M547.3k sharesAddQ4 2025 13F$10M$97.75--
Citigroup IncC$9.5MAddQ4 2025 13F$9M$99.12$132.27
ICON plc - Ordinary SharesICLR$9.3MAddQ4 2025 13F$9M$178.08$172.08
The PNC Financial Services Group, Inc.PNC$9.0MAddQ4 2025 13F$9M$193.03$248.90
NETGEAR, Inc.NTGR$-8.7MTrimQ4 2025 13F$9M--$22.43
Charles Brandes (Brandes Investment Partners) trim Unmapped 13F securityPORTFOLIO$57M2.8M sharesTrimQ4 2025 13F$9M$20.67--
Johnson & JohnsonJNJ$8.7MAddQ4 2025 13F$9M$196.05$255.63
Orion Group Holdings, Inc.ORN$8.6MAddQ4 2025 13F$9M--$13.18
Sonoco Products CompanySON$8.5MAddQ4 2025 13F$9M--$53.73
Minerals Technologies Inc. Common StockMTX$8.5MAddQ4 2025 13F$9M$59.23$75.39
Shell PLCSHEL$8.5MAddQ4 2025 13F$8M$73.66$86.14
Labcorp Holdings Inc.LH$-8.2MTrimQ4 2025 13F$8M$265.59$279.61
SanofiSNY$7.9MAddQ4 2025 13F$8M--$44.20
The Interpublic Group of Cos IncIPG$-7.6MExitQ4 2025 13F$8M$25.97$24.57
CNH Industrial N.V. Common SharesCNHI$7.4MAddQ4 2025 13F$7M--$11.45
Ambev SAABEV$7.4MAddQ4 2025 13F$7M$2.38$3.14
AutoZone IncAZO$-6.9MTrimQ4 2025 13F$7M$3,641.96$3,005.17
CRH plcCRH.L$-6.7MExitQ4 2025 13F$7M--$105.12
Telefonica brasil S.A. American depositary Shares (VIV)VIV$-6.7MTrimQ4 2025 13F$7M--$13.90
Smith & Nephew PLCSNN$-6.6MTrimQ4 2025 13F$7M--$31.41
Flex LtdFLEX$-6.0MTrimQ4 2025 13F$6M$61.77$127.39
Qorvo, Inc. - Common StockQRVO$6.0MAddQ4 2025 13F$6M$84.51$83.44
The Bank of New York Mellon CorpBK$-5.9MTrimQ4 2025 13F$6M$115.95$141.91
Arlo Technologies, Inc.ARLO$5.8MAddQ4 2025 13F$6M$15.74$13.08
Ingredion Incorporated Common StockINGR$5.5MAddQ4 2025 13F$5M$112.78$101.99
PARK AEROSPACE CORPPKE$5.4MAddQ4 2025 13F$5M--$32.34
Alphabet IncGOOGL$5.2MAddQ4 2025 13F$5M$285.73$342.09
Cardinal Health, Inc. Common StockCAH$5.2MAddQ4 2025 13F$5M$161.89$224.94
UBS Group AGUBS$5.1MAddQ4 2025 13F$5M$40.40$51.91
Sysco CorporationSYY$-4.8MTrimQ4 2025 13F$5M$76.08$81.06
Graham CorporationGHM$4.8MAddQ4 2025 13F$5M$60.36$108.15
Vanguard Value ETFVTV$4.5MAddQ4 2025 13F$4M--$218.86
Novartis AG Common StockNVS$4.4MAddQ4 2025 13F$4M$130.95$152.33
Westlake Chemical CorporationWLK$4.2MAddQ4 2025 13F$4M--$77.05
GSK plc American Depositary SharesGSK$4.0MAddQ4 2025 13F$4M$46.64$50.48
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