Charles Brandes's top holdings (June 2025) include CAE Inc. (CAE), a global leader in training for the civil aviation, defence and security, and healthcare markets.

Charles Brandes founded Brandes Investment Partners, a global investment advisory firm. Brandes focused on value investing principles, seeking undervalued companies worldwide. His investment approach emphasized long-term value and fundamental analysis.

Cae Inc. (CAE)

CAE Inc. delivers training and operational support solutions across various sectors, including civil aviation, defense, and healthcare. The company offers simulation technologies and integrated services to enhance safety and efficiency. CAE Inc. has a market capitalization of $8.23B, with the current value of Charles Brandes's position at $364.42M.

Here's an overview of Charles Brandes's trades in Cae Inc.:

Embraer S.A. - ADR (ERJ)

Embraer S.A. designs, develops, manufactures, and markets aircraft and systems. The company operates in commercial aviation, executive jets, defense and security, and agricultural aviation segments. The current value of Charles Brandes's holding is $314.18M, with Embraer S.A. having a market cap of $8.45B. Analysts have set a price target of $39.0 for Embraer S.A.

Here's an overview of Charles Brandes's trades in Embraer S.A.:

Millicom International Cellular S.A. (TIGO)

Millicom International Cellular S.A. provides mobile services, fixed broadband, and cable services in Latin America and Africa. The company offers a range of digital services, including mobile financial services and e-commerce solutions. The current value of Charles Brandes's position in Millicom International Cellular S.A. is $242.42M, with a market capitalization of $6.46B. Furthermore, analysts have set a price target of $39.5 for the company, and the discounted cash flow value is $26.0.

Here's an overview of Charles Brandes's trades in Millicom International Cellular S.A.:

Mckesson Corporation (MCK)

Mckesson Corporation is a healthcare services and information technology company. The company distributes pharmaceuticals and provides healthcare supply chain management solutions. McKesson Corporation has a market capitalization of $90.02B, and Charles Brandes's position is currently valued at $236.75M. The company's discounted cash flow analysis suggests a value of $1.24K per share.

Here's an overview of Charles Brandes's trades in Mckesson Corporation:

Bank Of America Corp. (BAC)

Bank of America Corporation is a financial institution providing banking and financial products and services for individuals, small and middle-market businesses, institutional investors, and large corporations worldwide. Their services include banking, investing, asset management, and other financial and risk management products and services. The market cap for Bank of America is $332.38B, and this holding in Charles Brandes's portfolio is currently worth $219.26M. Analysts have set a price target of $48.5 for Bank Of America Corp.

Here's an overview of Charles Brandes's trades in Bank Of America Corp.: