CB
Charles Brandes (Brandes Investment Partners) disclosed reduced in EMBRAER S.A.
Charles Brandes (Brandes Investment Partners) filed a 13F change in EMBRAER S.A. (29082A107) on 2025-02-10, covering period end 2024-12-31.
Action
Reduced
Capital
$326,310,634 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
197 changes from Charles Brandes (Brandes Investment Partners), filed 2025-02-10 for period end 2024-12-31.
$8.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
124765108 CAE INC | Increased | $103.0M | $378.5M | 1.15% |
608190104 MOHAWK INDS INC | Reduced | -$82.5M | $65.8M | 0.92% |
30034W106 EVERGY INC | New | $55.7M | $55.7M | 0.62% |
871829107 SYSCO CORP | Increased | $48.3M | $48.6M | 0.54% |
40412C101 HCA HEALTHCARE INC | Reduced | -$42.3M | $109.3M | 0.47% |
G0450A105 ARCH CAP GROUP LTD | Increased | $42.2M | $100.1M | 0.47% |
428291108 HEXCEL CORP NEW | Increased | $41.4M | $81.8M | 0.46% |
29082A107 EMBRAER S.A. | Reduced | -$35.1M | $326.3M | 0.39% |
126650100 CVS HEALTH CORP | Reduced | -$35.0M | $70.2M | 0.39% |
20030N101 COMCAST CORP NEW | Reduced | -$28.0M | $188.6M | 0.31% |
501889208 LKQ CORP | Increased | $27.1M | $53.9M | 0.30% |
151290889 CEMEX SAB DE CV | Increased | $26.1M | $136.7M | 0.29% |
398438408 GRIFOLS S A | Reduced | -$24.3M | $152.5M | 0.27% |
G51502105 JOHNSON CTLS INTL PLC | Reduced | -$22.7M | $23.8M | 0.25% |
803054204 SAP SE | Reduced | -$22.6M | $31.6M | 0.25% |
457651107 INNOVEX INTERNATIONAL INC | Increased | $22.6M | $88.1M | 0.25% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Increased | $22.2M | $72.8M | 0.25% |
981475106 WORLD KINECT CORPORATION | Reduced | -$21.2M | $72.4M | 0.24% |
684060106 ORANGE | Sold out | -$21.2M | $0 | 0.24% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$19.8M | $56.1M | 0.22% |
71742Q106 PHIBRO ANIMAL HEALTH CORP | Reduced | -$19.5M | $13.9M | 0.22% |
595112103 MICRON TECHNOLOGY INC | Reduced | -$19.2M | $107.8M | 0.21% |
457187102 INGREDION INC | Reduced | -$19.1M | $41.5M | 0.21% |
28414H103 ELANCO ANIMAL HEALTH INC | Increased | $19.0M | $69.4M | 0.21% |
693475105 PNC FINL SVCS GROUP INC | Reduced | -$18.8M | $149.9M | 0.21% |
504922105 LABCORP HOLDINGS INC | Increased | $18.3M | $130.4M | 0.20% |
58155Q103 MCKESSON CORP | Increased | $17.4M | $203.4M | 0.19% |
80105N105 SANOFI | Reduced | -$16.2M | $105.9M | 0.18% |
861012102 STMICROELECTRONICS N V | New | $15.6M | $15.6M | 0.17% |
384556106 GRAHAM CORP | Increased | $15.5M | $49.1M | 0.17% |
02319V103 AMBEV SA | Reduced | -$14.6M | $27.3M | 0.16% |
172967424 CITIGROUP INC | Increased | $14.5M | $208.8M | 0.16% |
60505104 BANK AMERICA CORP | Increased | $13.4M | $220.4M | 0.15% |
806857108 SCHLUMBERGER LTD | Increased | $12.2M | $39.5M | 0.14% |
406216101 HALLIBURTON CO | Reduced | -$12.1M | $125.3M | 0.14% |
98980A105 ZTO EXPRESS CAYMAN INC | Reduced | -$11.9M | $46.8M | 0.13% |
291011104 EMERSON ELEC CO | Increased | $11.7M | $118.1M | 0.13% |
717081103 PFIZER INC | Increased | $11.7M | $178.0M | 0.13% |
949746101 WELLS FARGO CO NEW | Reduced | -$11.5M | $215.8M | 0.13% |
683715106 OPEN TEXT CORP | Increased | $11.5M | $127.6M | 0.13% |
294628102 EQUITY COMWLTH | Reduced | -$10.9M | $865,657 | 0.12% |
02079K107 ALPHABET INC | Increased | $10.7M | $80.8M | 0.12% |
G02602103 AMDOCS LTD | Reduced | -$10.7M | $194.1M | 0.12% |
74051N102 PREMIER INC | Increased | $10.3M | $17.9M | 0.12% |
922908611 VANGUARD INDEX FDS | Increased | $10.0M | $11.7M | 0.11% |
87936R205 TELEFONICA BRASIL SA | Reduced | -$9.8M | $20.6M | 0.11% |
681919106 OMNICOM GROUP INC | Reduced | -$9.7M | $60.3M | 0.11% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $9.7M | $88.8M | 0.11% |
166764100 CHEVRON CORP NEW | Reduced | -$9.1M | $139.7M | 0.10% |
22052L104 CORTEVA INC | Reduced | -$7.8M | $165.9M | 0.09% |
L6388F110 MILLICOM INTL CELLULAR S A | Reduced | -$7.8M | $114.4M | 0.09% |
53332102 AUTOZONE INC | Increased | $7.7M | $62.7M | 0.09% |
28035Q102 EDGEWELL PERS CARE CO | Increased | $7.3M | $68.6M | 0.08% |
125523100 THE CIGNA GROUP | Reduced | -$7.3M | $172.2M | 0.08% |
02390A101 AMERICA MOVIL SAB DE CV | Reduced | -$6.6M | $33.5M | 0.07% |
02875D109 AMERICAN OUTDOOR BRANDS INC | Increased | $6.6M | $14.2M | 0.07% |
74736K101 QORVO INC | Reduced | -$6.6M | $21.4M | 0.07% |
457030104 INGLES MKTS INC | Increased | $6.4M | $34.4M | 0.07% |
29364G103 ENTERGY CORP NEW | Reduced | -$6.3M | $34.8M | 0.07% |
46432F834 ISHARES TR | Increased | $6.2M | $18.1M | 0.07% |
857477103 STATE STR CORP | Increased | $6.1M | $103.4M | 0.07% |
350060109 FOSTER L B CO | Increased | $6.1M | $23.2M | 0.07% |
68628V308 ORION GROUP HLDGS INC | Increased | $6.1M | $25.1M | 0.07% |
64111Q104 NETGEAR INC | Increased | $5.9M | $84.3M | 0.07% |
637215104 NATIONAL PRESTO INDS INC | Increased | $5.9M | $15.4M | 0.07% |
Y2573F102 FLEX LTD | Reduced | -$5.8M | $64.0M | 0.07% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | Reduced | -$5.7M | $40.2M | 0.06% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$5.7M | $44.0M | 0.06% |
70014A104 PARK AEROSPACE CORP | Increased | $5.5M | $37.0M | 0.06% |
500472303 KONINKLIJKE PHILIPS N V | Reduced | -$5.4M | $23.3M | 0.06% |
26874784 AMERICAN INTL GROUP INC | Reduced | -$5.3M | $112.6M | 0.06% |
68268W103 ONEMAIN HLDGS INC | Increased | $5.3M | $96.2M | 0.06% |
824596100 SHINHAN FINANCIAL GROUP CO L | Reduced | -$4.8M | $15.3M | 0.05% |
410345102 HANESBRANDS INC | Increased | $4.8M | $41.9M | 0.05% |
G29687103 AVADEL PHARMACEUTICALS PLC | Increased | $4.8M | $22.8M | 0.05% |
887389104 TIMKEN CO | New | $4.6M | $4.6M | 0.05% |
83175M205 SMITH & NEPHEW PLC | Reduced | -$4.6M | $33.5M | 0.05% |
922042742 VANGUARD INTL EQUITY INDEX F | New | $4.5M | $4.5M | 0.05% |
883203101 TEXTRON INC | Increased | $4.3M | $142.2M | 0.05% |
14149Y108 CARDINAL HEALTH INC | Increased | $4.3M | $116.8M | 0.05% |
G39108108 GATES INDL CORP PLC | Reduced | -$4.2M | $32.6M | 0.05% |
66987V109 NOVARTIS AG | Reduced | -$4.2M | $20.4M | 0.05% |
84423102 BERKLEY W R CORP | Increased | $4.1M | $64.6M | 0.05% |
17275R102 CISCO SYS INC | Increased | $4.1M | $36.3M | 0.05% |
58933Y105 MERCK & CO INC | Reduced | -$4.0M | $152.5M | 0.05% |
91307C102 UNITED THERAPEUTICS CORP DEL | Reduced | -$3.7M | $523,615 | 0.04% |
603158106 MINERALS TECHNOLOGIES INC | New | $3.6M | $3.6M | 0.04% |
615394202 MOOG INC | Reduced | -$3.4M | $50.7M | 0.04% |
67077M108 NUTRIEN LTD | Increased | $3.4M | $4.3M | 0.04% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Reduced | -$3.3M | $31.6M | 0.04% |
49177J102 KENVUE INC | Reduced | -$3.1M | $62.8M | 0.04% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$3.1M | $171.9M | 0.03% |
81211K100 SEALED AIR CORP NEW | Increased | $3.0M | $18.7M | 0.03% |
46625H100 JPMORGAN CHASE & CO. | Reduced | -$3.0M | $59.0M | 0.03% |
489170100 KENNAMETAL INC | Reduced | -$2.9M | $61.8M | 0.03% |
780259305 SHELL PLC | Reduced | -$2.9M | $93.4M | 0.03% |
8.9151E+113 TOTALENERGIES SE | Reduced | -$2.8M | $29.7M | 0.03% |
02079K305 ALPHABET INC | Increased | $2.7M | $72.0M | 0.03% |
165167735 EXPAND ENERGY CORPORATION | Reduced | -$2.7M | $2.4M | 0.03% |
762544104 RIBBON COMMUNICATIONS INC | Sold out | -$2.6M | $0 | 0.03% |
52634L108 LENSAR INC | Increased | $2.3M | $4.4M | 0.03% |
810186106 SCOTTS MIRACLE-GRO CO | Reduced | -$2.2M | $6.1M | 0.02% |
478160104 JOHNSON & JOHNSON | Increased | $2.1M | $57.4M | 0.02% |
37733W204 GSK PLC | Increased | $2.0M | $46.0M | 0.02% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | Increased | $2.0M | $37.6M | 0.02% |
369550108 GENERAL DYNAMICS CORP | Reduced | -$1.9M | $13.6M | 0.02% |
74112D101 PRESTIGE CONSMR HEALTHCARE I | Reduced | -$1.7M | $11.8M | 0.02% |
606822104 MITSUBISHI UFJ FINL GROUP IN | Increased | $1.7M | $14.5M | 0.02% |
N20944109 CNH INDL N V | Increased | $1.7M | $15.5M | 0.02% |
G2519Y108 CREDICORP LTD | Increased | $1.6M | $4.1M | 0.02% |
05379B107 AVISTA CORP | Sold out | -$1.5M | $0 | 0.02% |
447324104 HURCO CO | Reduced | -$1.5M | $6.2M | 0.02% |
224633206 CRAWFORD & CO | Reduced | -$1.5M | $3.6M | 0.02% |
64058100 BANK NEW YORK MELLON CORP | Increased | $1.4M | $151.9M | 0.02% |
83417Q204 SOLARWINDS CORP | Increased | $1.2M | $6.9M | 0.01% |
589400100 MERCURY GENL CORP NEW | Sold out | -$1.1M | $0 | 0.01% |
344419106 FOMENTO ECONOMICO MEXICANO S | Increased | $1.1M | $1.9M | 0.01% |
459506101 INTERNATIONAL FLAVORS&FRAGRA | Reduced | -$1.0M | $4.2M | 0.01% |
922042858 VANGUARD INTL EQUITY INDEX F | Increased | $1.0M | $1.2M | 0.01% |
34354P105 FLOWSERVE CORP | Increased | $989,523 | $6.1M | 0.01% |
55622104 BP PLC | Reduced | -$943,874 | $8.9M | 0.01% |
29278D105 ENEL CHILE S.A. | Increased | $938,977 | $16.4M | 0.01% |
92540K109 VESTA REAL ESTATE CORP | New | $917,446 | $917,446 | 0.01% |
68622V106 ORGANON & CO | Reduced | -$910,483 | $3.1M | 0.01% |
58502B106 PEDIATRIX MEDICAL GROUP INC | Increased | $866,481 | $10.3M | 0.01% |
1084102 AGCO CORP | New | $857,772 | $857,772 | 0.01% |
911312106 UNITED PARCEL SERVICE INC | New | $845,501 | $845,501 | 0.01% |
922908744 VANGUARD INDEX FDS | New | $828,554 | $828,554 | 0.01% |
P31076105 COPA HOLDINGS SA | Increased | $807,983 | $49.4M | 0.01% |
337738108 FISERV INC | Reduced | -$778,465 | $219.5M | 0.01% |
84857L101 SPIRE INC | Increased | $763,314 | $5.8M | 0.01% |
917488108 UTAH MED PRODS INC | Increased | $759,702 | $10.0M | 0.01% |
89832Q109 TRUIST FINL CORP | Increased | $750,512 | $32.5M | 0.01% |
715684106 P T TELEKOMUNIKASI INDONESIA | New | $741,665 | $741,665 | 0.01% |
04206A101 ARLO TECHNOLOGIES INC | Reduced | -$721,758 | $64.1M | 0.01% |
460690100 INTERPUBLIC GROUP COS INC | Reduced | -$719,737 | $5.1M | 0.01% |
92343X100 VERINT SYS INC | Sold out | -$708,024 | $0 | 0.01% |
639057207 NATWEST GROUP PLC | Increased | $687,325 | $12.1M | 0.01% |
88706T108 TIM S A | Increased | $606,477 | $1.7M | 0.01% |
H42097107 UBS GROUP AG | Reduced | -$606,030 | $49.5M | 0.01% |
421906108 HEALTHCARE SVCS GROUP INC | Increased | $565,605 | $16.9M | 0.01% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $562,535 | $33.0M | 0.01% |
25243Q205 DIAGEO PLC | New | $553,143 | $553,143 | 0.01% |
81725T100 SENSIENT TECHNOLOGIES CORP | Reduced | -$525,027 | $811,438 | 0.01% |
42735100 ARROW ELECTRS INC | Reduced | -$478,476 | $2.5M | 0.01% |
807066105 SCHOLASTIC CORP | Increased | $460,282 | $750,005 | 0.01% |
92937A102 WPP PLC NEW | Reduced | -$419,655 | $30.8M | 0.00% |
811543107 SEABOARD CORP DEL | Increased | $378,293 | $801,788 | 0.00% |
81689T104 SENDAS DISTRIBUIDORA S A | Reduced | -$365,014 | $461,587 | 0.00% |
784117103 SEI INVTS CO | Increased | $356,642 | $1.5M | 0.00% |
26874R108 ENI S P A | Increased | $347,125 | $16.6M | 0.00% |
66765N105 NORTHWEST NAT HLDG CO | Increased | $320,363 | $3.6M | 0.00% |
438128308 HONDA MOTOR LTD | Increased | $282,002 | $16.3M | 0.00% |
71705107 BAUSCH PLUS LOMB CORP | Sold out | -$272,355 | $0 | 0.00% |
174610105 CITIZENS FINL GROUP INC | Increased | $271,184 | $1.7M | 0.00% |
904708104 UNIFIRST CORP MASS | Increased | $269,773 | $5.3M | 0.00% |
34965K107 FORTREA HLDGS INC | Increased | $262,900 | $1.2M | 0.00% |
G25508105 CRH PLC | Reduced | -$260,958 | $10.5M | 0.00% |
375916103 GILDAN ACTIVEWEAR INC | Sold out | -$247,751 | $0 | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Reduced | -$245,362 | $646,878 | 0.00% |
24906P109 DENTSPLY SIRONA INC | Increased | $242,296 | $1.6M | 0.00% |
835495102 SONOCO PRODS CO | Increased | $240,322 | $858,734 | 0.00% |
40415F101 HDFC BANK LTD | Increased | $240,052 | $3.3M | 0.00% |
64110W102 NETEASE INC | Increased | $232,507 | $2.2M | 0.00% |
98956P102 ZIMMER BIOMET HOLDINGS INC | Increased | $225,996 | $857,504 | 0.00% |
26942G100 EAGLE BANCORP MONT INC | Increased | $212,971 | $3.4M | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $207,235 | $2.3M | 0.00% |
488152208 KELLY SVCS INC | Reduced | -$192,621 | $510,441 | 0.00% |
31428X106 FEDEX CORP | Reduced | -$182,292 | $165.5M | 0.00% |
G9618E107 WHITE MTNS INS GROUP LTD | Increased | $178,002 | $834,431 | 0.00% |
634865109 NATIONAL BANKSHARES INC VA | Increased | $169,165 | $4.9M | 0.00% |
963320106 WHIRLPOOL CORP | Increased | $165,700 | $1.1M | 0.00% |
74834L100 QUEST DIAGNOSTICS INC | Increased | $132,611 | $1.6M | 0.00% |
513847103 LANCASTER COLONY CORP | Increased | $132,075 | $766,491 | 0.00% |
6.738E+207 BARCLAYS PLC | Increased | $126,516 | $16.8M | 0.00% |
52736R102 LEVI STRAUSS & CO NEW | Reduced | -$123,517 | $949,632 | 0.00% |
680223104 OLD REP INTL CORP | Increased | $113,081 | $1.0M | 0.00% |
948849104 WEIS MKTS INC | Increased | $101,869 | $741,195 | 0.00% |
775109200 ROGERS COMMUNICATIONS INC | Reduced | -$101,261 | $1.9M | 0.00% |
83601L102 SOTERA HEALTH CO | Reduced | -$98,354 | $978,913 | 0.00% |
315616102 F5 INC | Reduced | -$93,309 | $3.1M | 0.00% |
830566105 SKECHERS U S A INC | Increased | $84,429 | $866,791 | 0.00% |
126117100 CNA FINL CORP | Increased | $67,561 | $695,657 | 0.00% |
38500T200 GRAN TIERRA ENERGY INC | Increased | $52,454 | $395,047 | 0.00% |
53807103 AVNET INC | Increased | $47,785 | $794,113 | 0.00% |
191241108 COCA-COLA FEMSA SAB DE CV | Reduced | -$34,593 | $234,760 | 0.00% |
44980X109 IPG PHOTONICS CORP | Reduced | -$33,054 | $4.7M | 0.00% |
806407102 HENRY SCHEIN INC | Increased | $32,264 | $648,196 | 0.00% |
134429109 THE CAMPBELLS COMPANY | Reduced | -$29,438 | $690,811 | 0.00% |
76122Q105 RESOURCES CONNECTION INC | Reduced | -$19,721 | $3.4M | 0.00% |
553530106 MSC INDL DIRECT INC | Increased | $17,408 | $3.6M | 0.00% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $17,063 | $4.1M | 0.00% |
84670108 BERKSHIRE HATHAWAY INC DEL | Reduced | -$10,260 | $680,920 | 0.00% |
86959K105 SUZANO S A | Increased | $9,057 | $1.4M | 0.00% |
515098101 LANDSTAR SYS INC | Increased | $6,043 | $312,957 | 0.00% |
110448107 BRITISH AMERN TOB PLC | Increased | $5,756 | $963,933 | 0.00% |
422347104 HEARTLAND EXPRESS INC | Increased | $3,607 | $273,656 | 0.00% |