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Disclosery

13F-HR filed by ARGA Investment Management, LP

ARGA Investment Management, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-31, with 110 holding rows worth $3,771,734,628.

Accession
0001104659-25-104663
Filer
CIK 1556915
Filed
2025-10-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 110 entries on the cover page, a total value of $3,771,734,628 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,771,734,628 with VALUE read as dollars as filed, 13F file number 028-15430. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BANCO BRADESCO S A059460303SP ADR PFD NEW114,499,547$387,008,469dollars as filed
NUTRIEN LTD COM67077M108Stock5,953,610$349,662,529dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR4,630,095$348,183,144dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR18,808,705$238,118,205dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock4,410,249$237,227,294dollars as filed
MELCO RESORTS & ENTERTAINMENT585464100ADR25,194,785$231,036,178dollars as filed
MAGNA INTL INC COM559222401Stock4,148,133$196,557,142dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS668,052$186,580,243dollars as filed
CREDICORP LTDG2519Y108COM698,267$185,934,537dollars as filed
XP INC CL AG98239109Stock9,080,037$170,613,895dollars as filed
GLOBANT S AL44385109COM2,057,594$118,064,744dollars as filed
Elevance Health, Inc.036752103COM265,470$85,778,666dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS452,851$80,938,059dollars as filed
UBS GROUP AG SHSH42097107Stock1,686,108$68,859,069dollars as filed
MOHAWK INDS INC608190104COM488,741$63,008,490dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock568,567$58,357,717dollars as filed
HUMANA INC COM444859102Stock221,917$57,736,146dollars as filed
ALCOA CORP COM013872106Stock1,567,261$51,547,214dollars as filed
LEAR CORP COM NEW521865204Stock498,922$50,196,542dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock196,620$44,776,273dollars as filed
ARROW ELECTRS INC042735100COM345,027$41,748,267dollars as filed
BAIDU INC SPON ADR REP A056752108ADR303,687$40,016,836dollars as filed
Bank of America Corp060505104COM744,228$38,394,723dollars as filed
HALLIBURTON CO COM406216101Stock1,505,260$37,029,396dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR1,053,708$35,994,665dollars as filed
PATTERSON-UTI ENERGY INC703481101COM6,002,514$31,093,023dollars as filed
EPAM SYS INC COM29414B104Stock196,662$29,654,663dollars as filed
Merck & Co.,Inc.58933Y105COM298,328$25,038,669dollars as filed
LCI INDS50189K103COM257,848$24,018,541dollars as filed
MANPOWERGROUP INC WIS COM56418H100Stock614,440$23,287,276dollars as filed
CENTENE CORP DEL COM15135B101Stock602,172$21,485,497dollars as filed
BAXTER INTL INC071813109COM818,889$18,646,103dollars as filed
Qualcomm Incorporated747525103COM111,556$18,558,456dollars as filed
LIBERTY GLOBAL LTDG61188101COM CL A1,439,359$16,495,054dollars as filed
BATH & BODY WORKS INC COM070830104Stock621,078$15,998,969dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock154,539$15,222,092dollars as filed
ALASKA AIR GROUP INC COM011659109Stock251,154$12,502,446dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock140,871$9,448,218dollars as filed
Citigroup Inc.172967424COM67,269$6,827,804dollars as filed
DOW HLDGS INC COM260557103Stock233,811$5,361,286dollars as filed
ROYAL BK CDA COM780087102Stock31,684$4,670,197dollars as filed
TARGET CORP COM87612E106Stock43,389$3,891,993dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock120,612$3,854,760dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock31,140$3,767,940dollars as filed
CAPRI HOLDINGS LIMITEDG1890L107SHS159,531$3,177,858dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock10,979$2,787,897dollars as filed
WESCO INTL INC COM95082P105Stock13,019$2,753,518dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock61,127$2,720,763dollars as filed
AMBEV SA SPONSORED ADR02319V103ADR1,109,966$2,475,224dollars as filed
AVNET INC COM053807103Stock44,407$2,321,598dollars as filed
COLUMBIA BKG SYS INC197236102COM90,047$2,317,810dollars as filed
FIRST AMERN FINL CORP31847R102COM34,171$2,195,145dollars as filed
INMODE LTD SHSM5425M103Stock143,658$2,140,504dollars as filed
SONOCO PRODS CO835495102COM49,097$2,115,590dollars as filed
WYNN RESORTS LTD983134107COM16,225$2,081,181dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK37,541$1,996,430dollars as filed
VALE S A91912E105SPONSORED ADS182,364$1,980,473dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock39,158$1,958,683dollars as filed
KORN FERRY COM NEW500643200Stock27,422$1,918,992dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock70,223$1,905,852dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW18,534$1,809,660dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock36,817$1,805,506dollars as filed
BANC OF CALIFORNIA INC05990K106COMMON STOCK104,550$1,730,302dollars as filed
GLOBAL SHIP LEASE INCY27183600COM CL A53,602$1,645,581dollars as filed
SLM CORP COM78442P106Stock58,266$1,612,803dollars as filed
ONTO INNOVATION INC COM683344105Stock12,291$1,588,243dollars as filed
POLARIS INC COM731068102Stock26,346$1,531,493dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM56,563$1,528,615dollars as filed
INVESCO LTD SHSG491BT108Stock66,425$1,523,790dollars as filed
WALKER&DUNLOPINC93148P102STOK18,113$1,514,609dollars as filed
OLIN CORP680665205COM PAR $160,359$1,508,371dollars as filed
BOISE CASCADE CO DEL09739D100COM19,389$1,499,157dollars as filed
THOR INDS INC885160101COM14,422$1,495,417dollars as filed
UGI CORP NEW COM902681105Stock40,139$1,335,023dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock11,788$1,193,299dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW11,900$1,182,503dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock44,031$1,090,208dollars as filed
ICHOR HOLDINGSG4740B105SHS58,390$1,022,993dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM46,644$950,138dollars as filed
AMN HEALTHCARE SVCS INC001744101COM45,782$886,340dollars as filed
VERMILION ENERGY INC COM923725105Stock105,369$823,056dollars as filed
GERDAU SA SPON ADR REP PFD373737105ADR252,387$782,400dollars as filed
ATKORE INC047649108COMMON STOCK11,401$715,299dollars as filed
SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD824596100ADR13,727$691,429dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock5,172$681,670dollars as filed
ASSURED GUARANTY LTD COMG0585R106Stock7,938$671,952dollars as filed
WEIBO CORP SPONSORED ADR948596101ADR52,156$646,734dollars as filed
NAVIENT CORPORATION COM63938C108Stock48,972$643,982dollars as filed
DOUGLAS DYNAMICS INC25960R105COM16,386$512,226dollars as filed
AMERICAN WOODMARK CORP030506109COM7,352$490,820dollars as filed
NEWELL BRANDS INC COM651229106Stock90,754$475,551dollars as filed
KELLY SVCS INC488152208CL A34,037$446,565dollars as filed
CARTERS INC146229109COM15,530$438,257dollars as filed
VISHAY INTERTECHNOLOGY INC COM928298108Stock25,563$391,114dollars as filed
HELIX ENERGY SOLUTIONS GRP INC COM42330P107Stock59,441$389,933dollars as filed
ARTISAN PARTNERS ASSET MGMT I CL A04316A108Stock8,885$385,609dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock3,622$347,422dollars as filed
WARRIOR MET COAL INC93627C101COM5,038$320,618dollars as filed
CHEMOURS CO COM163851108Stock20,150$319,176dollars as filed
Indivior PLCG4766E116Common Stock13,169$317,505dollars as filed
CONCENTRIX CORP20602D101COM6,798$313,728dollars as filed
IPG PHOTONICS CORP44980X109COM3,947$312,563dollars as filed
STEWART INFORMATION SVCS COR860372101COM4,180$306,478dollars as filed
PVH CORPORATION COM693656100Stock3,619$303,164dollars as filed
SK TELECOM CO LTD SPONSORED ADR78440P306ADR13,940$301,104dollars as filed
LEGGETT & PLATT INC524660107COM32,420$287,890dollars as filed
KENNAMETAL INC489170100COM12,259$256,581dollars as filed
LA Z BOY INC505336107COM6,851$235,126dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock20,735$221,450dollars as filed
HERCULES CAPITAL INC427096508COM11,223$212,227dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-104663this filing2025-10-31acceptance time not in the bulk data set