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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Micron Technology IncMU · Q1 2026$337.85$970.82+$248M+187.4%$380M
Organon & CoOGN · Q1 2026$5.99$13.49+$5M+125.2%$9M
Flex LtdFLEX · Q1 2026$65.46$127.39+$47M+94.6%$96M
FORTREA HOLDINGS INCFTRE · Q1 2026$9.42$17.92+$3M+90.2%$6M
STMicroelectronics NVSTM · Q1 2026$34.55$62.66+$31M+81.3%$69M
Movado Group, Inc.MOV · Q1 2026$24.42$39.78+$11M+62.9%$29M
World Kinect CorporationWKC · Q1 2026$23.07$36.95+$60M+60.2%$159M
ICON plc - Ordinary SharesICLR · Q1 2026$110.66$172.08+$88M+55.5%$247M
Hurco Companies, Inc. - Common StockHURC · Q1 2026$14.71$22.84+$5M+55.3%$14M
Unitedhealth Group IncUNH · Q1 2026$270.60$418.52+$92M+54.7%$260M
CVS Health CorpCVS · Q1 2026$71.82$107.43+$70M+49.6%$212M
L.B. Foster CompanyFSTR · Q1 2026$27.90$41.63+$20M+49.2%$62M
American Outdoor Brands, Inc.AOUT · Q1 2026$9.34$13.59+$10M+45.5%$33M
State Street Corporation (2)STT · Q1 2026$126.56$183.30+$21M+44.8%$69M
Heartland Express IncHTLD · Q1 2026$10.40$15.06+$1M+44.8%$4M
Arrow Electronics IncARW · Q1 2026$143.41$206.10+$27M+43.7%$89M
F5 IncFFIV · Q1 2026$289.33$403.41+$1M+39.4%$5M
The Timken CoTKR · Q1 2026$100.57$139.47+$10M+38.7%$35M
Avnet, Inc.AVT · Q1 2026$61.62$84.76+$874k+37.6%$3M
Graham CorporationGHM · Q1 2026$78.92$108.15+$34M+37%$127M
Edgewell Personal Care CompanyEPC · Q1 2026$21.34$29.18+$53M+36.7%$196M
MSC Industrial Direct Co., Inc.MSM · Q1 2026$92.27$125.63+$12M+36.2%$47M
Healthcare Services Group, Inc.HCSG · Q1 2026$18.55$24.99+$3M+34.7%$11M
UBS Group AGUBS · Q1 2026$39.07$51.91+$18M+32.9%$71M
Landstar System, Inc. - Common StockLSTR · Q1 2026$160.31$211.85+$483k+32.2%$2M
Knight-Swift Transportation Holdings Inc.KNX · Q1 2026$57.58$76.02+$27M+32%$113M
Moog Inc.MOG-A · Q1 2026$292.64$382.48+$26M+30.7%$110M
Copa Holdings, S.A.CPA · Q1 2026$113.61$147.46+$25M+29.8%$109M
Levi Strauss & Co.LEVI · Q1 2026$18.49$23.92+$677k+29.4%$3M
Alphabet Inc.GOOG · Q1 2026$286.87$370.21+$24M+29.1%$109M
Alphabet IncGOOGL · Q1 2026$287.56$370.92+$29M+29%$131M
Sotera Health CompanySHC · Q1 2026$14.34$18.27+$661k+27.4%$3M
Mitsubishi UFJ Financial Group, Inc.MUFG · Q1 2026$16.97$21.56+$57k+27.1%$267k
Millicom International Cellular S.A.TIGO · Q1 2026$74.94$94.70+$64M+26.4%$309M
Bank of America CorpBAC · Q1 2026$48.75$61.59+$59M+26.3%$281M
RESOURCES CONNECTION, INC.RGP · Q1 2026$3.73$4.69+$2M+25.7%$8M
Hexcel Corporation (HXL)HXL · Q1 2026$80.93$101.69+$46M+25.7%$227M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.99$424.61+$16M+25.6%$81M
WPP plc American Depositary SharesWPP · Q1 2026$15.55$19.49+$4M+25.3%$18M
SEI Investments CompanySEIC · Q1 2026$78.47$98.17+$800k+25.1%$4M
IQVIA Holdings, Inc. Common StockIQV · Q1 2026$170.54$210.49+$1M+23.4%$6M
Pediatrix Medical Group, Inc.MD · Q1 2026$21.39$26.34+$2M+23.1%$12M
Orion Group Holdings, Inc.ORN · Q1 2026$10.90$13.18+$12M+20.9%$68M
The Scotts Miracle-Gro CompanySMG · Q1 2026$60.81$73.47+$10M+20.8%$59M
Waters CorporationWAT · Q1 2026$297.81$359.79+$4M+20.8%$25M
Joint Stock Company Kaspi.kzKSPI · Q1 2026$74.07$89.08+$11M+20.3%$66M
The Bank of New York Mellon CorpBK · Q1 2026$118.63$141.91+$9M+19.6%$53M
The PNC Financial Services Group, Inc.PNC · Q1 2026$208.09$248.90+$33M+19.6%$203M
Scholastic CorporationSCHL · Q1 2026$39.06$46.53+$2M+19.1%$14M
Citigroup IncC · Q1 2026$113.41$134.98+$53M+19%$330M