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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
JPMorgan Chase & Co.JPM · Q1 2026$43M0.3%145.7k$348.21$51M+18.4%
Smith & Nephew PLCSNN · Q1 2026$43M0.3%1.3M$31.41$42M-1.17%
Entergy CorporationETR · Q1 2026$42M0.3%370.7k$114.24$42M+1.67%
L.B. Foster CompanyFSTR · Q1 2026$41M0.3%1.5M$41.63$62M+49.2%
Lamb Weston Holdings, Inc. Common StockLW · Q1 2026$40M0.3%942.3k$46.92$44M+11%
Telefonica brasil S.A. American depositary Shares (VIV)VIV · Q1 2026$39M0.3%2.5M$13.90$34M-12.6%
Truist Financial CorpTFC · Q1 2026$38M0.3%832.4k$51.19$43M+11.4%
STMicroelectronics NVSTM · Q1 2026$38M0.3%1.1M$62.66$69M+81.3%
Diageo PLCDEO · Q1 2026$37M0.3%502k$83.55$42M+12.2%
Fresenius Medical Care AG &Co KGAAFMS · Q1 2026$36M0.3%1.6M$24.06$39M+6.65%
Qorvo, Inc. - Common StockQRVO · Q1 2026$36M0.3%464.9k$83.44$39M+7.8%
MSC Industrial Direct Co., Inc.MSM · Q1 2026$34M0.2%372.5k$125.63$47M+36.2%
Berkley (W.R.) CorpWRB · Q1 2026$34M0.2%513.2k$69.88$36M+5.43%
CNH Industrial N.V. Common SharesCNHI · Q1 2026$30M0.2%2.7M$11.45$31M+4.09%
Honda Motor Co., Ltd.HMC · Q1 2026$30M0.2%1.2M$28.29$35M+16.3%
Novartis AG Common StockNVS · Q1 2026$29M0.2%189.6k$152.33$29M-0.29%
Utah Medical Products, Inc.UTMD · Q1 2026$28M0.2%449.3k$71.74$32M+15.7%
The Timken CoTKR · Q1 2026$25M0.2%253.2k$139.47$35M+38.7%
Enel Chile S.A.ENIC · Q1 2026$24M0.2%6M$4.40$26M+11.7%
American Outdoor Brands, Inc.AOUT · Q1 2026$23M0.2%2.4M$13.59$33M+45.5%
Sonoco Products CompanySON · Q1 2026$22M0.2%403.6k$53.73$22M-0.67%
Waters CorporationWAT · Q1 2026$21M0.1%69.5k$359.79$25M+20.8%
Movado Group, Inc.MOV · Q1 2026$18M0.1%739.2k$39.78$29M+62.9%
WPP plc American Depositary SharesWPP · Q1 2026$14M0.1%898.7k$19.49$18M+25.3%
NetEase, Inc.NTES · Q1 2026$12M0.1%109.4k$130.33$14M+16.4%
Scholastic CorporationSCHL · Q1 2026$11M0.1%291.9k$46.53$14M+19.1%
IPG Photonics CorporationIPGP · Q1 2026$11M0.1%97.1k$107.91$10M-5.83%
DENTSPLY SIRONA Inc.XRAY · Q1 2026$11M0.1%939.1k$13.40$13M+15.5%
Pediatrix Medical Group, Inc.MD · Q1 2026$10M0.1%465.9k$26.34$12M+23.1%
Hurco Companies, Inc. - Common StockHURC · Q1 2026$9M0.1%591.4k$21.76$13M+47.9%
Healthcare Services Group, Inc.HCSG · Q1 2026$9M0.1%458.6k$24.99$11M+34.7%
National Bankshares, Inc.NKSH · Q1 2026$7M0%193.4k$36.31$7M-0.29%
RESOURCES CONNECTION, INC.RGP · Q1 2026$7M0%1.8M$4.69$8M+25.7%
OneMain Holdings IncOMF · Q1 2026$6M0%116.8k$60.58$7M+13.3%
LENSAR, Inc.LNSR · Q1 2026$6M0%1M$5.68$6M-4.7%
iShares Core MSCI Total International Stock ETFIXUS · Q1 2026$6M0%68.4k$93.85$6M+8.32%
NATIONAL PRESTO INDUSTRIES INCNPK · Q1 2026$6M0%40.2k$122.08$5M-10.9%
Zimmer Biomet Holdings, Inc.ZBH · Q1 2026$5M0%59.4k$89.68$5M-0.82%
IQVIA Holdings, Inc. Common StockIQV · Q1 2026$5M0%29.5k$210.49$6M+23.4%
Credicorp Ltd. (BAP)BAP · Q1 2026$5M0%14.6k$398.20$6M+17.4%
Brady CorpBRC · Q1 2026$5M0%59.3k$93.55$6M+15.2%
Citizens Financial Group IncCFG · Q1 2026$5M0%76k$71.12$5M+18.6%
TIM S.A. American Depositary SharesTIMB · Q1 2026$4M0%160.8k$22.05$4M-16.8%
Organon & CoOGN · Q1 2026$4M0%691.6k$13.49$9M+125.2%
Teleflex IncTFX · Q1 2026$4M0%33.1k$131.75$4M+10.1%
153527205153527205 · Q1 2026$4M0%120k------
F5 IncFFIV · Q1 2026$4M0%12.9k$403.41$5M+39.4%
Campbell Soup CoCPB · Q1 2026$4M0%167.2k$22.34$4M+0.31%
Whirlpool Corp (1)WHR · Q1 2026$3M0%62.2k$37.23$2M-31%
Shinhan Financial Group Co Ltd American Depositary SharesSHG · Q1 2026$3M0%53.6k$71.55$4M+16.7%
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