CB
Charles Brandes (Brandes Investment Partners) disclosed increased in MOHAWK INDS INC
Charles Brandes (Brandes Investment Partners) filed a 13F change in MOHAWK INDS INC (608190104) on 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$257,811,133 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
200 changes from Charles Brandes (Brandes Investment Partners), filed 2026-05-15 for period end 2026-03-31.
$14.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
653656108 NICE LTD | Increased | $165.9M | $245.8M | 1.17% |
363576109 GALLAGHER ARTHUR J & CO | New | $151.9M | $151.9M | 1.07% |
608190104 MOHAWK INDS INC | Increased | $137.3M | $257.8M | 0.97% |
294429105 EQUIFAX INC | New | $134.6M | $134.6M | 0.95% |
14149Y108 CARDINAL HEALTH INC | Reduced | -$106.2M | $54.5M | 0.75% |
489170100 KENNAMETAL INC | Reduced | -$100.4M | $190.2M | 0.71% |
375916103 GILDAN ACTIVEWEAR INC | Sold out | -$99.9M | $0 | 0.71% |
960413102 WESTLAKE CORPORATION | Increased | $91.8M | $215.3M | 0.65% |
G02602103 AMDOCS LTD | Increased | $85.2M | $303.8M | 0.60% |
22052L104 CORTEVA INC | Reduced | -$80.0M | $75.0M | 0.57% |
698813102 PAPA JOHNS INTL INC | Increased | $71.0M | $85.3M | 0.50% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $65.6M | $70.6M | 0.46% |
780259305 SHELL PLC | Increased | $63.7M | $256.0M | 0.45% |
636274409 NATIONAL GRID PLC | Increased | $50.6M | $111.0M | 0.36% |
124765108 CAE INC | Reduced | -$47.6M | $413.5M | 0.34% |
91823B109 UWM HOLDINGS CORPORATION | Sold out | -$45.9M | $0 | 0.32% |
81211K100 SEALED AIR CORP NEW | Reduced | -$44.2M | $971,019 | 0.31% |
151290889 CEMEX SA EURO MTN BE 144A | Reduced | -$43.6M | $104.1M | 0.31% |
67077M108 NUTRIEN LTD | Reduced | -$43.5M | $71.2M | 0.31% |
31428X106 FEDEX CORP | Increased | $42.7M | $251.6M | 0.30% |
89677Q107 TRIP COM GROUP LTD | Increased | $41.1M | $43.2M | 0.29% |
717081103 PFIZER INC | Increased | $40.9M | $255.7M | 0.29% |
513272104 LAMB WESTON HLDGS INC | New | $39.8M | $39.8M | 0.28% |
28035Q102 EDGEWELL PERSONAL CARE CO | Increased | $39.1M | $143.4M | 0.28% |
80105N105 SANOFI SA | Increased | $38.2M | $179.4M | 0.27% |
595112103 MICRON TECHNOLOGY INC | Reduced | -$36.4M | $132.4M | 0.26% |
358029106 FRESENIUS MEDICAL CARE AG | New | $36.3M | $36.3M | 0.26% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $36.2M | $168.3M | 0.26% |
743315103 PROGRESSIVE CORP | Increased | $35.1M | $172.2M | 0.25% |
406216101 HALLIBURTON CO | Increased | $32.0M | $245.3M | 0.23% |
04206A101 ARLO TECHNOLOGIES INC | Increased | $30.7M | $145.4M | 0.22% |
887389104 TIMKEN CO | Reduced | -$30.7M | $25.5M | 0.22% |
806857108 SLB LIMITED | Increased | $30.3M | $104.9M | 0.21% |
457030104 INGLES MKTS INC | Increased | $29.9M | $112.6M | 0.21% |
N4732M103 JBS N.V. | Increased | $29.4M | $53.6M | 0.21% |
28414H103 ELANCO ANIMAL HEALTH INC | Reduced | -$28.6M | $66.5M | 0.20% |
683715106 OPEN TEXT CORP | Reduced | -$26.8M | $269.9M | 0.19% |
949746101 WELLS FARGO & CO | Reduced | -$25.7M | $219.3M | 0.18% |
G39108108 GATES INDL CORP PLC | Sold out | -$24.3M | $0 | 0.17% |
803054204 SAP SE | Increased | $24.0M | $79.7M | 0.17% |
L6388F110 MILLICOM INTL CELLULAR S A | Reduced | -$23.8M | $244.4M | 0.17% |
84423102 BERKLEY W R CORP | Reduced | -$23.3M | $34.0M | 0.17% |
29414B104 EPAM SYS INC | Reduced | -$22.2M | $179.4M | 0.16% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | Increased | $21.5M | $82.1M | 0.15% |
941848103 WATERS CORP | New | $20.7M | $20.7M | 0.15% |
64111Q104 NETGEAR INC | Increased | $20.0M | $65.6M | 0.14% |
02390A101 AMERICA MOVIL SAB DE CV | Increased | $19.7M | $76.8M | 0.14% |
457187102 INGREDION INC | Increased | $19.3M | $63.8M | 0.14% |
60505104 BANK AMERICA CORP | Reduced | -$18.6M | $222.6M | 0.13% |
478160104 JOHNSON & JOHNSON | Reduced | -$18.4M | $68.4M | 0.13% |
40412C101 HCA HEALTHCARE INC | Reduced | -$18.2M | $162.4M | 0.13% |
71654V101 PETROLEO BRASILEIRO S A | Increased | $17.5M | $79.4M | 0.12% |
G4705A100 ICON PLC | Increased | $17.3M | $158.8M | 0.12% |
58933Y105 MERCK & CO INC | Increased | $17.2M | $277.0M | 0.12% |
42735100 ARROW ELECTRS INC | Increased | $16.8M | $61.9M | 0.12% |
8.7612E+110 TARGET CORP | Increased | $16.0M | $69.5M | 0.11% |
26874R108 ENI S P A | Sold out | -$15.6M | $0 | 0.11% |
30034W106 EVERGY INC | Increased | $14.7M | $97.2M | 0.10% |
337738108 FISERV INC | Reduced | -$13.8M | $107.5M | 0.10% |
74112D101 PRESTIGE CONSMR HEALTHCARE I | Increased | $13.2M | $50.6M | 0.09% |
384556106 GRAHAM CORP | Increased | $12.3M | $92.4M | 0.09% |
64110W102 NETEASE COM INC | New | $12.2M | $12.2M | 0.09% |
53332102 AUTOZONE INC | Increased | $12.1M | $50.8M | 0.09% |
01973R101 ALLISON TRANSMISSION HLDGS I | Increased | $12.0M | $58.6M | 0.08% |
87936R205 TELEFONICA BRASIL SA | Increased | $12.0M | $39.0M | 0.08% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | Increased | $11.6M | $85.5M | 0.08% |
02319V103 AMBEV SA | Increased | $11.6M | $67.4M | 0.08% |
48581R205 KASPI KZ JSC | Increased | $11.5M | $55.1M | 0.08% |
25243Q205 DIAGEO PLC | Increased | $11.4M | $37.4M | 0.08% |
166764100 CHEVRON CORPORATION | Increased | $10.9M | $100.0M | 0.08% |
F92124100 TOTALENERGIES SE | Increased | $10.6M | $64.7M | 0.08% |
78467J100 SS&C TECH HLDGS | Reduced | -$10.6M | $81.5M | 0.07% |
883203101 TEXTRON INC | Increased | $10.3M | $248.7M | 0.07% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$10.1M | $83.6M | 0.07% |
H42097107 UBS GROUP AG | Reduced | -$10.1M | $53.5M | 0.07% |
459506101 INTERNATIONAL FLAVORS&FRAGRA | Increased | $9.9M | $80.2M | 0.07% |
603158106 MINERALS TECHNOLOGIES INC | Increased | $9.7M | $59.6M | 0.07% |
501889208 LKQ CORP | Reduced | -$9.6M | $47.8M | 0.07% |
504922105 LABCORP HOLDINGS INC | Increased | $9.5M | $65.5M | 0.07% |
125523100 THE CIGNA GROUP | Increased | $9.2M | $269.1M | 0.07% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Increased | $9.1M | $64.3M | 0.06% |
46625H100 JPMORGAN CHASE & CO | Reduced | -$9.0M | $42.8M | 0.06% |
981475106 WORLD KINECT CORPORATION | Increased | $8.9M | $99.0M | 0.06% |
922908611 VANGUARD INDEX FDS | Reduced | -$8.6M | $1.8M | 0.06% |
639057207 NATWEST GROUP PLC | Reduced | -$8.5M | $191,877 | 0.06% |
917488108 UTAH MED PRODS INC | Increased | $8.2M | $27.9M | 0.06% |
02875D109 AMERICAN OUTDOOR BRANDS INC | Increased | $8.1M | $22.7M | 0.06% |
70014A104 PARK AEROSPACE CORP | Increased | $8.1M | $76.2M | 0.06% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $7.8M | $54.5M | 0.05% |
553530106 MSC INDL DIRECT INC | Increased | $7.5M | $34.4M | 0.05% |
66987V109 NOVARTIS AG | Reduced | -$7.3M | $29.0M | 0.05% |
26942G100 EAGLE BANCORP MONT INC | Reduced | -$6.9M | $1.3M | 0.05% |
457651107 INNOVEX INTERNATIONAL INC | Reduced | -$6.9M | $160.6M | 0.05% |
49177J102 KENVUE INC | Increased | $6.7M | $60.1M | 0.05% |
29082A107 EMBRAER S.A. | Increased | $6.6M | $338.5M | 0.05% |
46432F834 ISHARES TR | Reduced | -$6.5M | $5.9M | 0.05% |
68628V308 ORION GROUP HLDGS INC | Increased | $6.4M | $56.2M | 0.05% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $6.1M | $49.2M | 0.04% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$6.1M | $186.7M | 0.04% |
G0450A105 ARCH CAP GROUP LTD | Increased | $6.1M | $170.1M | 0.04% |
835495102 SONOCO PRODS CO | Increased | $5.8M | $21.8M | 0.04% |
20030N101 COMCAST CORP NEW | Increased | $5.4M | $184.6M | 0.04% |
58155Q103 MCKESSON CORP | Reduced | -$5.2M | $149.3M | 0.04% |
29364G103 ENTERGY CORP NEW | Increased | $5.2M | $41.7M | 0.04% |
N20944109 CNH INDL N V | Increased | $5.0M | $29.9M | 0.04% |
421906108 HEALTHCARE SVCS GROUP INC | Reduced | -$5.0M | $8.5M | 0.04% |
126650100 CVS HEALTH CORP | Reduced | -$5.0M | $141.5M | 0.04% |
922908744 VANGUARD INDEX FDS | Reduced | -$4.8M | $303,521 | 0.03% |
02079K107 ALPHABET INC | Reduced | -$4.8M | $84.2M | 0.03% |
P31076105 COPA HOLDINGS SA | Increased | $4.7M | $83.6M | 0.03% |
G29687103 AVADEL PHARMACEUTICALS PLC | Sold out | -$4.7M | $0 | 0.03% |
350060109 FOSTER L B CO | Increased | $4.7M | $41.3M | 0.03% |
291011104 EMERSON ELEC CO | Increased | $4.4M | $124.9M | 0.03% |
37733W204 GSK PLC | Reduced | -$4.4M | $80.2M | 0.03% |
428291108 HEXCEL CORP NEW | Reduced | -$4.4M | $180.8M | 0.03% |
879369106 TELEFLEX INCORPORATED | New | $4.0M | $4.0M | 0.03% |
83175M205 SMITH & NEPHEW PLC | Increased | $3.9M | $42.7M | 0.03% |
52634L108 LENSAR INC | Reduced | -$3.8M | $6.1M | 0.03% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$3.6M | $86.9M | 0.03% |
624580106 MOVADO GROUP INC | Increased | $3.5M | $18.1M | 0.03% |
436440101 HOLOGIC INC | Sold out | -$3.3M | $0 | 0.02% |
902494103 TYSON FOODS INC | New | $3.3M | $3.3M | 0.02% |
02079K305 ALPHABET INC | Reduced | -$3.2M | $101.8M | 0.02% |
807066105 SCHOLASTIC CORP | Increased | $3.1M | $11.4M | 0.02% |
693475105 PNC FINL SVCS GROUP INC | Increased | $2.9M | $169.4M | 0.02% |
615394202 MOOG INC | Reduced | -$2.8M | $83.9M | 0.02% |
861012102 STMICROELECTRONICS N V | Reduced | -$2.7M | $38.0M | 0.02% |
29278D105 ENEL CHILE SA | Increased | $2.5M | $23.7M | 0.02% |
89400J107 TRANSUNION | New | $2.4M | $2.4M | 0.02% |
205887102 CONAGRA BRANDS INC | New | $2.3M | $2.3M | 0.02% |
811543107 SEABOARD CORP DEL | Sold out | -$2.1M | $0 | 0.01% |
637215104 NATIONAL PRESTO INDS INC | Reduced | -$2.0M | $5.5M | 0.01% |
398438408 GRIFOLS S A | Increased | $2.0M | $291.4M | 0.01% |
34965K107 FORTREA HLDGS INC | Reduced | -$1.9M | $2.9M | 0.01% |
904708104 UNIFIRST CORP MASS | Reduced | -$1.9M | $69.1M | 0.01% |
438128308 HONDA MOTOR CO LTD | Increased | $1.8M | $29.9M | 0.01% |
92937A102 WPP PLC NEW | Reduced | -$1.8M | $14.0M | 0.01% |
172967424 CITIGROUP INC | Increased | $1.7M | $277.2M | 0.01% |
681919106 OMNICOM GROUP INC | Reduced | -$1.7M | $86.3M | 0.01% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$1.6M | $6.2M | 0.01% |
46266C105 IQVIA HLDGS INC | Reduced | -$1.6M | $5.0M | 0.01% |
871829107 SYSCO CORP | Increased | $1.4M | $64.6M | 0.01% |
153527205 CENTRAL GARDEN & PET CO | Increased | $1.4M | $3.9M | 0.01% |
74736K101 QORVO INC | Reduced | -$1.4M | $36.0M | 0.01% |
88706T108 TIM S A | Increased | $1.3M | $4.3M | 0.01% |
922042858 VANGUARD INTL EQUITY INDEX F | Sold out | -$1.3M | $0 | 0.01% |
89832Q109 TRUIST FINL CORP | Reduced | -$1.2M | $38.3M | 0.01% |
634865109 NATIONAL BANKSHARES INC VA | Reduced | -$1.2M | $7.0M | 0.01% |
Y2573F102 FLEXTRONICS INTL LTD | Increased | $1.1M | $49.6M | 0.01% |
24906P109 DENTSPLY SIRONA INC | Increased | $1.1M | $10.9M | 0.01% |
98956P102 ZIMMER BIOMET HOLDINGS INC | Increased | $980,804 | $5.4M | 0.01% |
L44385109 GLOBANT S A | Increased | $963,185 | $157.9M | 0.01% |
447324104 HURCO CO | Increased | $886,254 | $8.7M | 0.01% |
404280406 HSBC HLDGS PLC | Sold out | -$800,500 | $0 | 0.01% |
53807103 AVNET INC | Increased | $746,698 | $2.3M | 0.01% |
922042742 VANGUARD INTL EQUITY INDEX F | Reduced | -$678,033 | $1.3M | 0.00% |
422347104 HEARTLAND EXPRESS INC | Increased | $667,692 | $2.9M | 0.00% |
315616102 F5 INC | Increased | $649,004 | $3.7M | 0.00% |
1084102 AGCO CORP | Increased | $626,367 | $2.9M | 0.00% |
513847103 MARZETTI COMPANY | Increased | $586,841 | $2.4M | 0.00% |
174610105 CITIZENS FINL GROUP INC | Increased | $585,842 | $4.6M | 0.00% |
134429109 THE CAMPBELLS COMPANY | Increased | $574,992 | $3.7M | 0.00% |
91307C102 UNITED THERAPEUTICS CORP DEL | Increased | $568,108 | $2.5M | 0.00% |
76122Q105 RESOURCES CONNECTION INC | Reduced | -$514,114 | $6.8M | 0.00% |
58502B106 PEDIATRIX MEDICAL GROUP INC | Increased | $506,258 | $10.0M | 0.00% |
86959K105 SUZANO S A | Increased | $455,867 | $2.7M | 0.00% |
G2519Y108 CREDICORP LTD | Increased | $451,087 | $4.9M | 0.00% |
857477103 STATE STR CORP | Reduced | -$413,324 | $47.4M | 0.00% |
515098101 LANDSTAR SYS INC | Increased | $405,099 | $1.5M | 0.00% |
26874784 AMERICAN INTL GROUP INC | Sold out | -$389,416 | $0 | 0.00% |
344419106 FOMENTO ECONOMICO MEXICANO S | Increased | $370,313 | $2.5M | 0.00% |
75887109 BECTON DICKINSON & CO | Reduced | -$351,075 | $238.3M | 0.00% |
40415F101 HDFC BANK LTD | Reduced | -$337,264 | $3.0M | 0.00% |
165167735 EXPAND ENERGY CORPORATION | Increased | $335,247 | $2.9M | 0.00% |
92540K109 VESTA REAL ESTATE CORP | Increased | $325,123 | $1.8M | 0.00% |
44980X109 IPG PHOTONICS CORP | Increased | $303,575 | $11.1M | 0.00% |
715684106 TELEKOMUNIKASI IND | Reduced | -$300,630 | $3.1M | 0.00% |
38500T200 GRAN TIERRA ENERGY INC | Sold out | -$270,805 | $0 | 0.00% |
921943858 VANGUARD TAX-MANAGED FDS | Sold out | -$262,874 | $0 | 0.00% |
784117103 SEI INVTS CO | Increased | $261,117 | $3.2M | 0.00% |
963320106 WHIRLPOOL CORP | Increased | $229,479 | $3.4M | 0.00% |
922042718 VANGUARD INTL EQUITY INDEX F | Sold out | -$221,015 | $0 | 0.00% |
806407102 SCHEIN HENRY INC | Increased | $217,270 | $1.9M | 0.00% |
760125104 RENTOKIL INITIAL PLC | Sold out | -$212,293 | $0 | 0.00% |
952845105 WEST FRASER TIMBER LTD | Increased | $209,414 | $935,279 | 0.00% |
83601L102 SOTERA HEALTH CO | Reduced | -$208,492 | $2.4M | 0.00% |
68622V106 ORGANON & CO | Reduced | -$205,764 | $4.1M | 0.00% |
98980A105 ZTO EXPRESS CAYMAN INC | Reduced | -$181,161 | $2.2M | 0.00% |
191241108 COCA-COLA FEMSA SAB DE CV | Increased | $166,038 | $3.0M | 0.00% |
G9618E107 WHITE MTNS INS GROUP LTD | Increased | $151,588 | $1.5M | 0.00% |
606822104 MITSUBISHI UFJ FINANCIAL GRO | Reduced | -$140,119 | $210,288 | 0.00% |
911312106 UNITED PARCEL SVCS INC | Reduced | -$122,063 | $1.2M | 0.00% |
64058100 BANK NEW YORK MELLON CORP | Increased | $113,334 | $44.5M | 0.00% |
110448107 BRITISH AMERN TOB PLC | Reduced | -$82,887 | $587,097 | 0.00% |
126117100 CNA FINL CORP | Reduced | -$33,240 | $838,683 | 0.00% |
775109200 ROGERS COMMUNICATIONS INC | Increased | $33,118 | $1.8M | 0.00% |
52736R102 LEVI STRAUSS & CO NEW | Increased | $13,659 | $2.3M | 0.00% |
680223104 OLD REP INTL CORP | Reduced | -$10,813 | $1.6M | 0.00% |
104674106 BRADY CORP | Reduced | -$6,482 | $4.8M | 0.00% |
824596100 SHINHAN FINANCIAL GROUP CO L | Increased | $518 | $3.3M | 0.00% |