Charles Brandes (Brandes Investment Partners) trim CAE Inc.
Charles Brandes (Brandes Investment Partners) trim $413.5M of disclosed value in CAE Inc..
Signal
Investor Move
Action
Trim
Capital
$413.5M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
200
New
10
Reduced/Sold
82
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| NICE | NICE Ltd. | Increased | $245.8M | 0.01% |
| AJG | Arthur J. Gallagher & Co. | New | $151.9M | 0.01% |
| MHK | Mohawk Industries, Inc. | Increased | $257.8M | 0.01% |
| EFX | EQUIFAX INC | New | $134.6M | 0.01% |
| CAH | Cardinal Health, Inc. | Reduced | $54.5M | 0.01% |
| KMT | Kennametal Inc. | Reduced | $190.2M | 0.01% |
| GIL | Gildan Activewear Inc. | Sold out | $0 | 0.01% |
| WLK | Westlake Corporation | Increased | $215.3M | 0.01% |
| DOX | Amdocs Limited | Increased | $303.8M | 0.01% |
| CTVA | Corteva, Inc. | Reduced | $75M | 0.01% |
| PZZA | PAPA JOHN'S INTL INC | Increased | $85.3M | 0.01% |
| TAP | Molson Coors Beverage Company | Increased | $70.6M | 0% |
| SHEL | Shell plc | Increased | $256M | 0% |
| NGG | National Grid plc | Increased | $111M | 0% |
| CAE | CAE Inc. | Reduced | $413.5M | 0% |
| UWMC | UWM Holdings Corporation | Sold out | $0 | 0% |
| SEE | Sealed Air Corporation | Reduced | $971K | 0% |
| CX | CEMEX, S.A.B. de C.V. | Reduced | $104.1M | 0% |
| NTR | Nutrien Ltd. | Reduced | $71.2M | 0% |
| FDX | FedEx Corporation | Increased | $251.6M | 0% |