Charles Brandes (Brandes Investment Partners) disclosed sold out in UWM HOLDINGS CORPORATION
Charles Brandes (Brandes Investment Partners) filed a 13F change in UWM HOLDINGS CORPORATION (91823B109) on 2025-11-14, covering period end 2025-09-30.
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
184 changes from Charles Brandes (Brandes Investment Partners), filed 2025-11-14 for period end 2025-09-30.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
922908744 VANGUARD INDEX FDS | Reduced | -$149.8M | $618,587 | 1.20% |
L44385109 GLOBANT S A | New | $132.5M | $132.5M | 1.06% |
29414B104 EPAM SYS INC | Increased | $122.7M | $124.0M | 0.98% |
G4705A100 ICON PLC | Increased | $102.1M | $132.2M | 0.82% |
683715106 OPEN TEXT CORP | Increased | $92.0M | $336.4M | 0.74% |
64058100 BANK NEW YORK MELLON CORP | Reduced | -$89.8M | $50.3M | 0.72% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $85.3M | $128.8M | 0.68% |
410345102 HANESBRANDS INC | Increased | $70.5M | $127.4M | 0.57% |
75887109 BECTON DICKINSON & CO | Increased | $65.7M | $215.7M | 0.53% |
58933Y105 MERCK & CO INC | Increased | $52.0M | $203.3M | 0.42% |
91823B109 UWM HOLDINGS CORPORATION | Sold out | -$50.6M | $0 | 0.41% |
406216101 HALLIBURTON CO | Increased | $48.2M | $183.2M | 0.39% |
459506101 INTERNATIONAL FLAVORS&FRAGRA | Increased | $46.4M | $50.7M | 0.37% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $45.6M | $117.5M | 0.37% |
398438408 GRIFOLS S A | Increased | $36.5M | $290.0M | 0.29% |
L6388F110 MILLICOM INTL CELLULAR S A | Increased | $35.0M | $283.2M | 0.28% |
74051N102 PREMIER INC | Reduced | -$33.7M | $18.6M | 0.27% |
48581R205 KASPI KZ JSC | New | $33.3M | $33.3M | 0.27% |
457651107 INNOVEX INTERNATIONAL INC | Increased | $31.8M | $142.0M | 0.25% |
40412C101 HCA HEALTHCARE INC | Increased | $30.8M | $170.9M | 0.25% |
810186106 SCOTTS MIRACLE-GRO CO | Reduced | -$30.8M | $9.1M | 0.25% |
02079K305 ALPHABET INC | Increased | $29.5M | $99.8M | 0.24% |
172967424 CITIGROUP INC | Increased | $29.3M | $266.0M | 0.24% |
489170100 KENNAMETAL INC | Increased | $28.9M | $216.1M | 0.23% |
60505104 BANK AMERICA CORP | Increased | $27.3M | $257.5M | 0.22% |
608190104 MOHAWK INDS INC | Increased | $26.8M | $118.1M | 0.21% |
G29687103 AVADEL PHARMACEUTICALS PLC | Increased | $25.7M | $83.1M | 0.21% |
883203101 TEXTRON INC | Increased | $24.3M | $242.3M | 0.20% |
31428X106 FEDEX CORP | Increased | $22.1M | $171.9M | 0.18% |
949746101 WELLS FARGO CO NEW | Increased | $21.5M | $244.9M | 0.17% |
81211K100 SEALED AIR CORP NEW | Increased | $21.2M | $80.5M | 0.17% |
824596100 SHINHAN FINANCIAL GROUP CO L | Reduced | -$20.7M | $3.1M | 0.17% |
457030104 INGLES MKTS INC | Increased | $20.6M | $80.7M | 0.17% |
693475105 PNC FINL SVCS GROUP INC | Increased | $19.7M | $157.6M | 0.16% |
717081103 PFIZER INC | Increased | $19.4M | $214.4M | 0.16% |
22052L104 CORTEVA INC | Reduced | -$19.4M | $154.7M | 0.16% |
428291108 HEXCEL CORP NEW | Increased | $18.8M | $156.7M | 0.15% |
70014A104 PARK AEROSPACE CORP | Increased | $18.4M | $62.7M | 0.15% |
74112D101 PRESTIGE CONSMR HEALTHCARE I | Increased | $18.1M | $19.6M | 0.15% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $18.0M | $89.7M | 0.14% |
20030N101 COMCAST CORP NEW | Reduced | -$17.2M | $181.8M | 0.14% |
126650100 CVS HEALTH CORP | Increased | $16.7M | $135.7M | 0.13% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$16.2M | $151.8M | 0.13% |
125523100 THE CIGNA GROUP | Increased | $15.7M | $238.8M | 0.13% |
478160104 JOHNSON & JOHNSON | Increased | $15.3M | $78.1M | 0.12% |
615394202 MOOG INC | Increased | $15.2M | $72.0M | 0.12% |
02079K107 ALPHABET INC | Increased | $14.1M | $85.3M | 0.11% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Increased | $14.0M | $91.1M | 0.11% |
803054204 SAP SE | Increased | $13.5M | $36.0M | 0.11% |
80105N105 SANOFI SA | Increased | $13.3M | $133.2M | 0.11% |
37733W204 GSK PLC | Increased | $12.8M | $80.6M | 0.10% |
58155Q103 MCKESSON CORP | Increased | $12.6M | $142.5M | 0.10% |
603158106 MINERALS TECHNOLOGIES INC | Increased | $11.8M | $41.4M | 0.09% |
02390A101 AMERICA MOVIL SAB DE CV | Increased | $11.2M | $65.8M | 0.09% |
124765108 CAE INC | Increased | $11.0M | $444.3M | 0.09% |
904708104 UNIFIRST CORP MASS | Increased | $10.7M | $23.3M | 0.09% |
681919106 OMNICOM GROUP INC | Increased | $10.6M | $62.3M | 0.09% |
857477103 STATE STR CORP | Increased | $10.4M | $65.2M | 0.08% |
350060109 FOSTER L B CO | Increased | $10.3M | $36.1M | 0.08% |
67077M108 NUTRIEN LTD | Increased | $10.3M | $105.0M | 0.08% |
384556106 GRAHAM CORP | Increased | $10.2M | $75.3M | 0.08% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Increased | $10.1M | $62.2M | 0.08% |
504922105 LABCORP HOLDINGS INC | Increased | $10.1M | $64.1M | 0.08% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | Increased | $9.9M | $49.8M | 0.08% |
30034W106 EVERGY INC | Increased | $9.7M | $83.9M | 0.08% |
960413102 WESTLAKE CORPORATION | Increased | $8.7M | $119.3M | 0.07% |
501889208 LKQ CORP | Reduced | -$8.6M | $55.8M | 0.07% |
G39108108 GATES INDL CORP PLC | Reduced | -$8.4M | $28.0M | 0.07% |
71742Q106 PHIBRO ANIMAL HEALTH CORP | Reduced | -$8.0M | $1.6M | 0.06% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$7.9M | $51.8M | 0.06% |
64111Q104 NETGEAR INC | Increased | $7.9M | $54.3M | 0.06% |
29364G103 ENTERGY CORP NEW | Increased | $7.8M | $36.1M | 0.06% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $7.4M | $44.1M | 0.06% |
624580106 MOVADO GROUP INC | Increased | $7.1M | $12.6M | 0.06% |
04206A101 ARLO TECHNOLOGIES INC | Increased | $7.1M | $108.9M | 0.06% |
871829107 SYSCO CORP | Increased | $6.8M | $67.9M | 0.05% |
887389104 TIMKEN CO | Increased | $6.8M | $44.0M | 0.05% |
53332102 AUTOZONE INC | Reduced | -$6.7M | $45.6M | 0.05% |
835495102 SONOCO PRODS CO | Increased | $6.4M | $7.5M | 0.05% |
87936R205 TELEFONICA BRASIL SA | Reduced | -$6.0M | $33.7M | 0.05% |
291011104 EMERSON ELEC CO | Increased | $6.0M | $124.0M | 0.05% |
780259305 SHELL PLC | Increased | $5.9M | $183.9M | 0.05% |
917488108 UTAH MED PRODS INC | Increased | $5.8M | $21.3M | 0.05% |
P31076105 COPA HOLDINGS SA | Increased | $5.6M | $75.1M | 0.05% |
337738108 FISERV INC | Increased | $5.6M | $206.6M | 0.04% |
G0450A105 ARCH CAP GROUP LTD | Increased | $5.3M | $136.7M | 0.04% |
807066105 SCHOLASTIC CORP | Increased | $5.1M | $7.2M | 0.04% |
8.9151E+113 TOTALENERGIES SE | Increased | $5.1M | $45.7M | 0.04% |
104674106 BRADY CORP | Increased | $4.6M | $6.1M | 0.04% |
G02602103 AMDOCS LTD | Increased | $4.2M | $216.7M | 0.03% |
166764100 CHEVRON CORP NEW | Increased | $4.1M | $102.6M | 0.03% |
8.7612E+110 TARGET CORP | Increased | $4.0M | $43.8M | 0.03% |
28414H103 ELANCO ANIMAL HEALTH INC | Increased | $3.9M | $119.6M | 0.03% |
Y2573F102 FLEX LTD | Reduced | -$3.9M | $54.5M | 0.03% |
14149Y108 CARDINAL HEALTH INC | Reduced | -$3.9M | $155.5M | 0.03% |
76122Q105 RESOURCES CONNECTION INC | Increased | $3.9M | $7.1M | 0.03% |
83175M205 SMITH & NEPHEW PLC | Reduced | -$3.8M | $45.4M | 0.03% |
26874784 AMERICAN INTL GROUP INC | Reduced | -$3.4M | $118.5M | 0.03% |
438128308 HONDA MOTOR LTD | Increased | $3.2M | $27.6M | 0.03% |
806857108 SCHLUMBERGER LTD | Increased | $3.0M | $51.7M | 0.02% |
89832Q109 TRUIST FINL CORP | Increased | $3.0M | $35.7M | 0.02% |
74736K101 QORVO INC | Increased | $3.0M | $31.4M | 0.02% |
26874R108 ENI S P A | Increased | $3.0M | $25.7M | 0.02% |
N20944109 CNH INDL N V | Increased | $2.9M | $17.5M | 0.02% |
92937A102 WPP PLC NEW | Reduced | -$2.9M | $19.0M | 0.02% |
66987V109 NOVARTIS AG | Increased | $2.8M | $31.8M | 0.02% |
606822104 MITSUBISHI UFJ FINL GROUP IN | Increased | $2.7M | $15.2M | 0.02% |
421906108 HEALTHCARE SVCS GROUP INC | Increased | $2.7M | $11.9M | 0.02% |
861012102 STMICROELECTRONICS N V | Increased | $2.7M | $36.8M | 0.02% |
02875D109 AMERICAN OUTDOOR BRANDS INC | Increased | $2.6M | $15.4M | 0.02% |
46625H100 JPMORGAN CHASE & CO. | Increased | $2.5M | $64.5M | 0.02% |
58502B106 PEDIATRIX MEDICAL GROUP INC | Increased | $2.5M | $10.6M | 0.02% |
151290889 CEMEX SAB DE CV | Reduced | -$2.4M | $223.9M | 0.02% |
64110W102 NETEASE INC | Sold out | -$2.4M | $0 | 0.02% |
49177J102 KENVUE INC | Increased | $2.3M | $40.0M | 0.02% |
46266C105 IQVIA HLDGS INC | Increased | $2.3M | $5.2M | 0.02% |
29278D105 ENEL CHILE S.A. | Increased | $2.2M | $20.0M | 0.02% |
52634L108 LENSAR INC | Increased | $2.2M | $9.6M | 0.02% |
44980X109 IPG PHOTONICS CORP | Increased | $2.0M | $11.2M | 0.02% |
68628V308 ORION GROUP HLDGS INC | Increased | $2.0M | $41.2M | 0.02% |
634865109 NATIONAL BANKSHARES INC VA | Increased | $2.0M | $6.8M | 0.02% |
68268W103 ONEMAIN HLDGS INC | Increased | $1.9M | $108.8M | 0.02% |
26942G100 EAGLE BANCORP MONT INC | Increased | $1.7M | $6.7M | 0.01% |
698813102 PAPA JOHNS INTL INC | Increased | $1.7M | $35.5M | 0.01% |
981475106 WORLD KINECT CORPORATION | Increased | $1.5M | $76.2M | 0.01% |
29082A107 EMBRAER S.A. | Reduced | -$1.5M | $355.6M | 0.01% |
922908611 VANGUARD INDEX FDS | Reduced | -$1.5M | $271,532 | 0.01% |
637215104 NATIONAL PRESTO INDS INC | Increased | $1.3M | $7.0M | 0.01% |
460690100 INTERPUBLIC GROUP COS INC | Increased | $1.3M | $7.6M | 0.01% |
02319V103 AMBEV SA | Reduced | -$1.2M | $48.4M | 0.01% |
74834L100 QUEST DIAGNOSTICS INC | Sold out | -$1.1M | $0 | 0.01% |
553530106 MSC INDL DIRECT INC | Increased | $1.0M | $25.1M | 0.01% |
134429109 THE CAMPBELLS COMPANY | Increased | $966,184 | $1.9M | 0.01% |
34965K107 FORTREA HLDGS INC | Increased | $945,060 | $2.1M | 0.01% |
H42097107 UBS GROUP AG | Reduced | -$892,198 | $58.4M | 0.01% |
344419106 FOMENTO ECONOMICO MEXICANO S | Increased | $822,783 | $2.1M | 0.01% |
83601L102 SOTERA HEALTH CO | Increased | $727,015 | $1.9M | 0.01% |
G2519Y108 CREDICORP LTD | Increased | $692,185 | $4.1M | 0.01% |
52736R102 LEVI STRAUSS & CO NEW | Increased | $626,202 | $2.1M | 0.01% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Sold out | -$617,620 | $0 | 0.00% |
447324104 HURCO CO | Increased | $599,219 | $8.6M | 0.00% |
28035Q102 EDGEWELL PERS CARE CO | Reduced | -$587,904 | $107.0M | 0.00% |
91307C102 UNITED THERAPEUTICS CORP DEL | Increased | $572,530 | $1.3M | 0.00% |
68622V106 ORGANON & CO | Increased | $558,751 | $4.4M | 0.00% |
595112103 MICRON TECHNOLOGY INC | Reduced | -$540,979 | $142.3M | 0.00% |
174610105 CITIZENS FINL GROUP INC | Increased | $515,693 | $3.0M | 0.00% |
315616102 F5 INC | Increased | $495,526 | $3.6M | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $429,992 | $2.8M | 0.00% |
436440101 HOLOGIC INC | Increased | $424,989 | $2.7M | 0.00% |
40415F101 HDFC BANK LTD | Reduced | -$419,745 | $3.5M | 0.00% |
811543107 SEABOARD CORP DEL | Increased | $411,056 | $1.6M | 0.00% |
84423102 BERKLEY W R CORP | Increased | $390,394 | $75.8M | 0.00% |
98956P102 ZIMMER BIOMET HOLDINGS INC | Increased | $361,961 | $1.5M | 0.00% |
86959K105 SUZANO S A | Increased | $360,405 | $2.0M | 0.00% |
775109200 ROGERS COMMUNICATIONS INC | Reduced | -$357,634 | $1.8M | 0.00% |
1084102 AGCO CORP | Increased | $344,244 | $1.8M | 0.00% |
88706T108 TIM S A | Increased | $341,136 | $3.4M | 0.00% |
715684106 P T TELEKOMUNIKASI INDONESIA | Increased | $326,168 | $3.2M | 0.00% |
46432F834 ISHARES TR | New | $322,723 | $322,723 | 0.00% |
680223104 OLD REP INTL CORP | Increased | $261,858 | $1.2M | 0.00% |
110448107 BRITISH AMERN TOB PLC | Reduced | -$258,749 | $792,166 | 0.00% |
98980A105 ZTO EXPRESS CAYMAN INC | Increased | $256,645 | $2.2M | 0.00% |
513847103 MARZETTI COMPANY | Increased | $248,781 | $1.4M | 0.00% |
911312106 UNITED PARCEL SERVICE INC | Increased | $210,771 | $1.3M | 0.00% |
963320106 WHIRLPOOL CORP | Reduced | -$208,029 | $1.8M | 0.00% |
G25508105 CRH PLC | Reduced | -$207,138 | $6.7M | 0.00% |
25243Q205 DIAGEO PLC | Increased | $196,471 | $629,075 | 0.00% |
422347104 HEARTLAND EXPRESS INC | Increased | $189,963 | $1.6M | 0.00% |
53807103 AVNET INC | Increased | $173,331 | $1.4M | 0.00% |
784117103 SEI INVTS CO | Increased | $170,930 | $2.4M | 0.00% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | Increased | $169,780 | $57.6M | 0.00% |
515098101 LANDSTAR SYS INC | Increased | $117,785 | $619,786 | 0.00% |
191241108 COCA-COLA FEMSA SAB DE CV | Reduced | -$100,046 | $219,549 | 0.00% |
806407102 HENRY SCHEIN INC | Increased | $92,115 | $1.1M | 0.00% |
165167735 EXPAND ENERGY CORPORATION | Increased | $79,768 | $2.0M | 0.00% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $67,590 | $4.2M | 0.00% |
457187102 INGREDION INC | Increased | $66,831 | $39.0M | 0.00% |
92540K109 VESTA REAL ESTATE CORP | Increased | $48,363 | $1.1M | 0.00% |
24906P109 DENTSPLY SIRONA INC | Reduced | -$47,092 | $5.9M | 0.00% |
639057207 NATWEST GROUP PLC | Reduced | -$44,876 | $7.3M | 0.00% |
42735100 ARROW ELECTRS INC | Increased | $44,699 | $3.3M | 0.00% |
38500T200 GRAN TIERRA ENERGY INC | Reduced | -$26,825 | $277,830 | 0.00% |
G9618E107 WHITE MTNS INS GROUP LTD | Increased | $2,752 | $1.0M | 0.00% |
126117100 CNA FINL CORP | Reduced | -$1,279 | $848,545 | 0.00% |