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13F-HR filed by ARGA Investment Management, LP

ARGA Investment Management, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-30, with 109 holding rows worth $3,045,025,830.

Accession
0001104659-26-052595
Filed
2026-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 109 entries on the cover page, a total value of $3,045,025,830 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,045,025,830 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
XP INC CL AG98239109Stock20,699,135$394,111,530dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR17,680,229$366,864,752dollars as filed
BANCO BRADESCO S A059460303SP ADR PFD NEW75,139,939$274,260,777dollars as filed
MAGNA INTL INC COM559222401Stock3,771,359$210,606,158dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS621,655$210,088,307dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock3,748,681$201,978,932dollars as filed
NOKIA CORP654902204SPONSORED ADR20,388,202$163,921,144dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR2,861,617$142,479,910dollars as filed
TOTALENERGIES SE ACTF92124100Stock1,187,329$111,053,209dollars as filed
MELCO RESORTS & ENTERTAINMENT585464100ADR14,508,114$82,406,088dollars as filed
Elevance Health, Inc.036752103COM205,063$60,032,193dollars as filed
GLOBANT S AL44385109COM1,105,070$50,954,778dollars as filed
ARROW ELECTRS INC042735100COM333,265$47,793,534dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock228,027$44,889,395dollars as filed
PATTERSON-UTI ENERGY INC703481101COM3,908,308$42,326,976dollars as filed
HUMANA INC COM444859102Stock230,077$39,893,051dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock441,866$39,829,801dollars as filed
ALCOA CORP COM013872106Stock598,004$39,665,605dollars as filed
Comcast Corp20030N101COM1,356,984$38,959,011dollars as filed
BROWN FORMAN CORP CL B115637209Stock1,395,997$36,910,161dollars as filed
MOHAWK INDS INC608190104COM353,433$34,799,013dollars as filed
HALLIBURTON CO COM406216101Stock890,033$34,702,387dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR1,359,856$33,833,217dollars as filed
DOW HLDGS INC COM260557103Stock729,463$30,382,134dollars as filed
Merck & Co.,Inc.58933Y105COM251,458$30,247,883dollars as filed
LCI INDS50189K103COM227,477$27,975,121dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS172,660$21,661,924dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B263,115$21,296,528dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock366,179$19,608,885dollars as filed
SONOCO PRODS CO835495102COM347,853$18,815,369dollars as filed
OWENS CORNING NEW690742101COM161,642$17,492,897dollars as filed
CENTENE CORP DEL COM15135B101Stock479,954$15,713,694dollars as filed
SILGAN HLDGS INC827048109COM307,806$11,942,873dollars as filed
FMC CORP COM NEW302491303Stock661,394$11,389,205dollars as filed
BATH & BODY WORKS INC COM070830104Stock545,534$10,185,120dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock134,731$6,565,442dollars as filed
ROYAL BK CDA COM780087102Stock31,843$5,147,222dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock49,926$4,022,039dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW41,408$3,854,257dollars as filed
NUTRIEN LTD COM67077M108Stock42,699$3,222,971dollars as filed
UBS GROUP AG SHSH42097107Stock75,301$2,894,351dollars as filed
AMBEV SA SPONSORED ADR02319V103ADR967,134$2,824,031dollars as filed
CANADIANNATLRYCOF136375102STOK26,801$2,758,300dollars as filed
AVNET INC COM053807103Stock44,407$2,736,359dollars as filed
ICHOR HOLDINGSG4740B105SHS58,390$2,721,558dollars as filed
CAPRI HOLDINGS LIMITEDG1890L107SHS153,570$2,705,903dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK37,541$2,598,588dollars as filed
ONTO INNOVATION INC COM683344105Stock12,291$2,520,515dollars as filed
WESCO INTL INC COM95082P105Stock8,319$2,276,245dollars as filed
COLUMBIA BKG SYS INC197236102COM82,790$2,270,930dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR11,643$2,263,657dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock7,614$2,263,109dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock39,312$2,219,162dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock16,027$2,198,584dollars as filed
INMODE LTD SHSM5425M103Stock143,658$1,965,241dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM73,499$1,942,579dollars as filed
BOISE CASCADE CO DEL09739D100COM25,212$1,912,330dollars as filed
MANPOWERGROUP INC WIS COM56418H100Stock64,118$1,888,916dollars as filed
OLIN CORP680665205COM PAR $161,315$1,822,895dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW11,900$1,691,942dollars as filed
BANC OF CALIFORNIA INC05990K106COMMON STOCK95,387$1,676,903dollars as filed
WYNN RESORTS LTD983134107COM16,225$1,647,649dollars as filed
MSC INDL DIRECT INC CL A553530106Stock17,710$1,634,102dollars as filed
VALE S A91912E105SPONSORED ADS101,727$1,618,477dollars as filed
WALKER&DUNLOPINC93148P102STOK35,629$1,581,215dollars as filed
PVH CORPORATION COM693656100Stock21,302$1,486,028dollars as filed
SLM CORP COM78442P106Stock68,100$1,458,021dollars as filed
VERMILION ENERGY INC COM923725105Stock105,369$1,451,921dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock57,098$1,335,522dollars as filed
FIRST AMERN FINL CORP31847R102COM21,116$1,273,084dollars as filed
INVESCO LTD SHSG491BT108Stock50,321$1,222,297dollars as filed
INTEGER HLDGS CORP45826H109COM13,739$1,209,032dollars as filed
INSPERITY INC45778Q107COM42,734$1,155,527dollars as filed
POWER SOLUTIONS INTERNATIONA73933G202COMMON STOCK16,238$988,569dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock5,172$977,767dollars as filed
THOR INDS INC885160101COM12,155$971,063dollars as filed
KANZHUN LIMITED48553T106SPONSORED ADS67,813$908,016dollars as filed
STRIDE INC86333M108COM10,090$889,635dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM33,860$859,028dollars as filed
ATKORE INC047649108COMMON STOCK11,401$671,633dollars as filed
ASSURED GUARANTY LTD COMG0585R106Stock7,938$646,788dollars as filed
UGI CORP NEW COM902681105Stock17,112$623,219dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock5,794$612,542dollars as filed
HELIX ENERGY SOLUTIONS GRP INC COM42330P107Stock59,441$587,871dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock12,341$572,129dollars as filed
MOLINA HEALTHCARE INC60855R100COM4,166$555,328dollars as filed
AMN HEALTHCARE SVCS INC001744101COM29,767$545,927dollars as filed
POLARIS INC COM731068102Stock9,364$510,338dollars as filed
VISHAY INTERTECHNOLOGY INC COM928298108Stock25,563$460,134dollars as filed
KORN FERRY COM NEW500643200Stock7,251$456,450dollars as filed
WEIBO CORP SPONSORED ADR948596101ADR52,156$456,365dollars as filed
CHEMOURS CO COM163851108Stock20,150$443,904dollars as filed
DOUGLAS DYNAMICS INC25960R105COM10,193$429,023dollars as filed
ULTRA CLEAN HLDGS INC COM90385V107Stock6,694$416,233dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A12,411$414,527dollars as filed
NAVIENT CORPORATION COM63938C108Stock48,972$400,591dollars as filed
CARTERS INC146229109COM10,956$391,787dollars as filed
AMERICAN WOODMARK CORP030506109COM9,644$384,121dollars as filed
FOX FACTORY HLDG CORP35138V102COM20,324$334,533dollars as filed
ARTISAN PARTNERS ASSET MGMT I CL A04316A108Stock8,885$323,325dollars as filed
LEGGETT & PLATT INC524660107COM32,420$320,310dollars as filed
LA Z BOY INC505336107COM9,733$312,819dollars as filed
SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD824596100ADR4,711$288,879dollars as filed
Micron Technology,Inc.595112103COM850$287,164dollars as filed
EDGEWELL PERSONAL CARE CO28035Q102COM9,610$205,077dollars as filed
OCCIDENTAL PETE CORP674599105COM3,142$204,230dollars as filed
JANUS INTERNATIONAL GROUP IN47103N106COMMON STOCK34,577$178,072dollars as filed
HERCULES CAPITAL INC427096508COM11,223$165,764dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock20,735$124,203dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-26-052595this filing2026-04-30acceptance time not in the bulk data set