# EDGAR Filing Document

**Accession Number:** 0001556915
**File Stem:** 0001104659-25-104663
**Filing Date:** 2025-10
**Character Count:** 15980
**Document Hash:** 152e166d1e8411c95a132ed7546cc672
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-104663.hdr.sgml**: 20251031

**ACCESSION NUMBER**: 0001104659-25-104663

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251031

**DATE AS OF CHANGE**: 20251031

**EFFECTIVENESS DATE**: 20251031

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ARGA Investment Management, LP
- **CENTRAL INDEX KEY:** 0001556915

**ORGANIZATION NAME:**
- **EIN:** 272341610
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15430
- **FILM NUMBER:** 251437973

**BUSINESS ADDRESS:**
- **STREET 1:** 1010 WASHINGTON BLVD, 6TH FL
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06901
- **BUSINESS PHONE:** 1-203-614-0800

**MAIL ADDRESS:**
- **STREET 1:** 1010 WASHINGTON BLVD, 6TH FL
- **CITY:** STAMFORD
- **STATE:** CT
- **ZIP:** 06901

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ARGA Investment Management LP<br>**Address:** 1010 WASHINGTON BLVD 6TH FL<br>STAMFORD, CT 06901

**Form 13F File Number:** 028-15430

**CRD Number (if applicable):** 000153665

**SEC File Number (if applicable):** 028-15430

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Neda Clark<br>**Title:** CCO<br>**Phone:** 203-614-0819

**Signature, Place, and Date of Signing:**

/s/ Neda Clark  Stamford, CT  10-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 110

**Form 13F Information Table Value Total:** $3771734628

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS  OUTDOORS IN | Common Stocks | 00402L107 |  | 1958683 | 39158 | SH |  | SOLE |  | 39158 | 0 | 0 |
| ACADIA HEALTHCARE CO INC | Common Stocks | 00404A109 |  | 1090208 | 44031 | SH |  | SOLE |  | 44031 | 0 | 0 |
| AERCAP HOLDINGS NV | Common Stocks | N00985106 |  | 3767940 | 31140 | SH |  | SOLE |  | 258 | 0 | 30882 |
| ALASKA AIR GROUP INC | Common Stocks | 011659109 |  | 12502446 | 251154 | SH |  | SOLE |  | 139864 | 0 | 111290 |
| ALCOA CORP | Common Stocks | 013872106 |  | 51547214 | 1567261 | SH |  | SOLE |  | 406886 | 0 | 1160375 |
| ALIBABA GROUP HOLDING-SP ADR | Equity Depositary Receipts | 01609W102 |  | 80938059 | 452851 | SH |  | SOLE |  | 314069 | 0 | 138782 |
| AMBEV SA-ADR | Equity Depositary Receipts | 02319V103 |  | 2475224 | 1109966 | SH |  | SOLE |  | 3771 | 0 | 1106195 |
| AMERICAN WOODMARK CORP | Common Stocks | 030506109 |  | 490820 | 7352 | SH |  | SOLE |  | 7352 | 0 | 0 |
| AMN HEALTHCARE SERVICES INC | Common Stocks | 001744101 |  | 886340 | 45782 | SH |  | SOLE |  | 45782 | 0 | 0 |
| ARROW ELECTRONICS INC | Common Stocks | 042735100 |  | 41748267 | 345027 | SH |  | SOLE |  | 120673 | 0 | 224354 |
| ARTISAN PARTNERS ASSET MA -A | Common Stocks | 04316A108 |  | 385609 | 8885 | SH |  | SOLE |  | 8885 | 0 | 0 |
| ASSURED GUARANTY LTD | Common Stocks | G0585R106 |  | 671952 | 7938 | SH |  | SOLE |  | 7938 | 0 | 0 |
| ATKORE INC | Common Stocks | 047649108 |  | 715299 | 11401 | SH |  | SOLE |  | 11401 | 0 | 0 |
| AVNET INC | Common Stocks | 053807103 |  | 2321598 | 44407 | SH |  | SOLE |  | 44407 | 0 | 0 |
| AXCELIS TECHNOLOGIES INC | Common Stocks | 054540208 |  | 1809660 | 18534 | SH |  | SOLE |  | 18534 | 0 | 0 |
| BAIDU INC - SPON ADR | Equity Depositary Receipts | 056752108 |  | 40016836 | 303687 | SH |  | SOLE |  | 75734 | 0 | 227953 |
| BANC OF CALIFORNIA INC | Common Stocks | 05990K106 |  | 1730302 | 104550 | SH |  | SOLE |  | 104550 | 0 | 0 |
| BANCO BRADESCO-ADR | Equity Depositary Receipts | 059460303 |  | 387008469 | 114499547 | SH |  | SOLE |  | 80716658 | 0 | 33782889 |
| BANK OF AMERICA CORP | Common Stocks | 060505104 |  | 38394723 | 744228 | SH |  | SOLE |  | 168589 | 0 | 575639 |
| BATH  BODY WORKS INC | Common Stocks | 070830104 |  | 15998969 | 621078 | SH |  | SOLE |  | 173778 | 0 | 447300 |
| BAXTER INTERNATIONAL INC | Common Stocks | 071813109 |  | 18646103 | 818889 | SH |  | SOLE |  | 175764 | 0 | 643125 |
| BOISE CASCADE CO | Common Stocks | 09739D100 |  | 1499157 | 19389 | SH |  | SOLE |  | 19389 | 0 | 0 |
| CAESARS ENTERTAINMENT INC | Common Stocks | 12769G100 |  | 1528615 | 56563 | SH |  | SOLE |  | 56563 | 0 | 0 |
| CALIFORNIA RESOURCES CORP | Common Stocks | 13057Q305 |  | 1996430 | 37541 | SH |  | SOLE |  | 37541 | 0 | 0 |
| CANADIAN NATURAL RESOURCES | Common Stocks | 136385101 |  | 3854760 | 120612 | SH |  | SOLE |  | 420 | 0 | 120192 |
| CAPRI HOLDINGS LTD | Common Stocks | G1890L107 |  | 3177858 | 159531 | SH |  | SOLE |  | 159531 | 0 | 0 |
| CARTER'S INC | Common Stocks | 146229109 |  | 438257 | 15530 | SH |  | SOLE |  | 15530 | 0 | 0 |
| CENTENE CORP | Common Stocks | 15135B101 |  | 21485497 | 602172 | SH |  | SOLE |  | 129194 | 0 | 472978 |
| CHEMOURS CO/THE | Common Stocks | 163851108 |  | 319176 | 20150 | SH |  | SOLE |  | 20150 | 0 | 0 |
| CHORD ENERGY CORP | Common Stocks | 674215207 |  | 1182503 | 11900 | SH |  | SOLE |  | 11900 | 0 | 0 |
| CITIGROUP INC | Common Stocks | 172967424 |  | 6827804 | 67269 | SH |  | SOLE |  | 1577 | 0 | 65692 |
| COGNIZANT TECH SOLUTIONS-A | Common Stocks | 192446102 |  | 9448218 | 140871 | SH |  | SOLE |  | 140871 | 0 | 0 |
| COLUMBIA BANKING SYSTEM INC | Common Stocks | 197236102 |  | 2317810 | 90047 | SH |  | SOLE |  | 90047 | 0 | 0 |
| CONCENTRIX CORP | Common Stocks | 20602D101 |  | 313728 | 6798 | SH |  | SOLE |  | 6798 | 0 | 0 |
| CREDICORP LTD | Common Stocks | G2519Y108 |  | 185934537 | 698267 | SH |  | SOLE |  | 483318 | 0 | 214949 |
| DOUGLAS DYNAMICS INC | Common Stocks | 25960R105 |  | 512226 | 16386 | SH |  | SOLE |  | 16386 | 0 | 0 |
| DOW INC | Common Stocks | 260557103 |  | 5361286 | 233811 | SH |  | SOLE |  | 134682 | 0 | 99129 |
| ELEVANCE HEALTH INC | Common Stocks | 036752103 |  | 85778666 | 265470 | SH |  | SOLE |  | 122377 | 0 | 143093 |
| ENVISTA HOLDINGS CORP | Common Stocks | 29415F104 |  | 950138 | 46644 | SH |  | SOLE |  | 46644 | 0 | 0 |
| EPAM SYSTEMS INC | Common Stocks | 29414B104 |  | 29654663 | 196662 | SH |  | SOLE |  | 47906 | 0 | 148756 |
| FIRST AMERICAN FINANCIAL | Common Stocks | 31847R102 |  | 2195145 | 34171 | SH |  | SOLE |  | 34171 | 0 | 0 |
| GERDAU SA -SPON ADR | Equity Depositary Receipts | 373737105 |  | 782400 | 252387 | SH |  | SOLE |  | 209447 | 0 | 42940 |
| GLOBAL SHIP LEASE INC-CL A | Common Stocks | Y27183600 |  | 1645581 | 53602 | SH |  | SOLE |  | 18344 | 0 | 35258 |
| GLOBANT SA | Common Stocks | L44385109 |  | 118064744 | 2057594 | SH |  | SOLE |  | 1492080 | 0 | 565514 |
| HALLIBURTON CO | Common Stocks | 406216101 |  | 37029396 | 1505260 | SH |  | SOLE |  | 166928 | 0 | 1338332 |
| HDFC BANK LTD-ADR | Equity Depositary Receipts | 40415F101 |  | 35994665 | 1053708 | SH |  | SOLE |  | 609381 | 0 | 444327 |
| HELIX ENERGY SOLUTIONS GROUP | Common Stocks | 42330P107 |  | 389933 | 59441 | SH |  | SOLE |  | 59441 | 0 | 0 |
| HERCULES CAPITAL INC | Common Stocks | 427096508 |  | 212227 | 11223 | SH |  | SOLE |  | 11223 | 0 | 0 |
| HUMANA INC | Common Stocks | 444859102 |  | 57736146 | 221917 | SH |  | SOLE |  | 34638 | 0 | 187279 |
| ICHOR HOLDINGS LTD | Common Stocks | G4740B105 |  | 1022993 | 58390 | SH |  | SOLE |  | 58390 | 0 | 0 |
| INDIVIOR PLC | Common Stocks | G4766E116 |  | 317505 | 13169 | SH |  | SOLE |  | 13169 | 0 | 0 |
| INMODE LTD | Common Stocks | M5425M103 |  | 2140504 | 143658 | SH |  | SOLE |  | 70044 | 0 | 73614 |
| INVESCO LTD | Common Stocks | G491BT108 |  | 1523790 | 66425 | SH |  | SOLE |  | 66425 | 0 | 0 |
| IPG PHOTONICS CORP | Common Stocks | 44980X109 |  | 312563 | 3947 | SH |  | SOLE |  | 3947 | 0 | 0 |
| JACKSON FINANCIAL INC-A | Common Stocks | 46817M107 |  | 1193299 | 11788 | SH |  | SOLE |  | 11788 | 0 | 0 |
| JANUS HENDERSON GROUP PLC | Common Stocks | G4474Y214 |  | 2720763 | 61127 | SH |  | SOLE |  | 5073 | 0 | 56054 |
| JAZZ PHARMACEUTICALS PLC | Common Stocks | G50871105 |  | 681670 | 5172 | SH |  | SOLE |  | 5172 | 0 | 0 |
| KELLY SERVICES INC -A | Common Stocks | 488152208 |  | 446565 | 34037 | SH |  | SOLE |  | 34037 | 0 | 0 |
| KENNAMETAL INC | Common Stocks | 489170100 |  | 256581 | 12259 | SH |  | SOLE |  | 12259 | 0 | 0 |
| KORN FERRY | Common Stocks | 500643200 |  | 1918992 | 27422 | SH |  | SOLE |  | 27422 | 0 | 0 |
| LAS VEGAS SANDS CORP | Common Stocks | 517834107 |  | 237227294 | 4410249 | SH |  | SOLE |  | 2129771 | 0 | 2280478 |
| LA-Z-BOY INC | Common Stocks | 505336107 |  | 235126 | 6851 | SH |  | SOLE |  | 6851 | 0 | 0 |
| LCI INDUSTRIES | Common Stocks | 50189K103 |  | 24018541 | 257848 | SH |  | SOLE |  | 121376 | 0 | 136472 |
| LEAR CORP | Common Stocks | 521865204 |  | 50196542 | 498922 | SH |  | SOLE |  | 95962 | 0 | 402960 |
| LEGGETT  PLATT INC | Common Stocks | 524660107 |  | 287890 | 32420 | SH |  | SOLE |  | 32420 | 0 | 0 |
| LIBERTY GLOBAL LTD-A | Common Stocks | G61188101 |  | 16495054 | 1439359 | SH |  | SOLE |  | 354813 | 0 | 1084546 |
| LYONDELLBASELL INDU-CL A | Common Stocks | N53745100 |  | 1805506 | 36817 | SH |  | SOLE |  | 1045 | 0 | 35772 |
| MAGNA INTERNATIONAL INC | Common Stocks | 559222401 |  | 196557142 | 4148133 | SH |  | SOLE |  | 2922173 | 0 | 1225960 |
| MANPOWERGROUP INC | Common Stocks | 56418H100 |  | 23287276 | 614440 | SH |  | SOLE |  | 183735 | 0 | 430705 |
| MELCO RESORTS  ENTERT-ADR | Equity Depositary Receipts | 585464100 |  | 231036178 | 25194785 | SH |  | SOLE |  | 15871142 | 0 | 9323643 |
| MERCK  CO. INC. | Common Stocks | 58933Y105 |  | 25038669 | 298328 | SH |  | SOLE |  | 64946 | 0 | 233382 |
| MOHAWK INDUSTRIES INC | Common Stocks | 608190104 |  | 63008490 | 488741 | SH |  | SOLE |  | 90973 | 0 | 397768 |
| NAVIENT CORP | Common Stocks | 63938C108 |  | 643982 | 48972 | SH |  | SOLE |  | 48972 | 0 | 0 |
| NEWELL BRANDS INC | Common Stocks | 651229106 |  | 475551 | 90754 | SH |  | SOLE |  | 90754 | 0 | 0 |
| NUTRIEN LTD | Common Stocks | 67077M108 |  | 349662529 | 5953610 | SH |  | SOLE |  | 3867082 | 0 | 2086528 |
| NXP SEMICONDUCTORS NV | Common Stocks | N6596X109 |  | 44776273 | 196620 | SH |  | SOLE |  | 54790 | 0 | 141830 |
| OLIN CORP | Common Stocks | 680665205 |  | 1508371 | 60359 | SH |  | SOLE |  | 60359 | 0 | 0 |
| ONTO INNOVATION INC | Common Stocks | 683344105 |  | 1588243 | 12291 | SH |  | SOLE |  | 12291 | 0 | 0 |
| ORGANON  CO | Common Stocks | 68622V106 |  | 221450 | 20735 | SH |  | SOLE |  | 20735 | 0 | 0 |
| PATTERSON-UTI ENERGY INC | Common Stocks | 703481101 |  | 31093023 | 6002514 | SH |  | SOLE |  | 3513645 | 0 | 2488869 |
| PETROLEO BRASILEIRO-SPON ADR | Equity Depositary Receipts | 71654V408 |  | 238118205 | 18808705 | SH |  | SOLE |  | 12987423 | 0 | 5821282 |
| POLARIS INC | Common Stocks | 731068102 |  | 1531493 | 26346 | SH |  | SOLE |  | 26346 | 0 | 0 |
| PVH CORP | Common Stocks | 693656100 |  | 303164 | 3619 | SH |  | SOLE |  | 3619 | 0 | 0 |
| QUALCOMM INC | Common Stocks | 747525103 |  | 18558456 | 111556 | SH |  | SOLE |  | 23992 | 0 | 87564 |
| RENAISSANCERE HOLDINGS LTD | Common Stocks | G7496G103 |  | 2787897 | 10979 | SH |  | SOLE |  | 497 | 0 | 10482 |
| ROYAL BANK OF CANADA | Common Stocks | 780087102 |  | 4670197 | 31684 | SH |  | SOLE |  | 31684 | 0 | 0 |
| SHINHAN FINANCIAL GROUP-ADR | Equity Depositary Receipts | 824596100 |  | 691429 | 13727 | SH |  | SOLE |  | 0 | 0 | 13727 |
| SIGNET JEWELERS LTD | Common Stocks | G81276100 |  | 347422 | 3622 | SH |  | SOLE |  | 3622 | 0 | 0 |
| SK TELECOM CO LTD-SPON ADR | Equity Depositary Receipts | 78440P306 |  | 301104 | 13940 | SH |  | SOLE |  | 13940 | 0 | 0 |
| SLM CORP | Common Stocks | 78442P106 |  | 1612803 | 58266 | SH |  | SOLE |  | 58266 | 0 | 0 |
| SONOCO PRODUCTS CO | Common Stocks | 835495102 |  | 2115590 | 49097 | SH |  | SOLE |  | 49097 | 0 | 0 |
| STEWART INFORMATION SERVICES | Common Stocks | 860372101 |  | 306478 | 4180 | SH |  | SOLE |  | 4180 | 0 | 0 |
| T ROWE PRICE GROUP INC | Common Stocks | 74144T108 |  | 58357717 | 568567 | SH |  | SOLE |  | 85459 | 0 | 483108 |
| TAIWAN SEMICONDUCTOR-SP ADR | Equity Depositary Receipts | 874039100 |  | 186580243 | 668052 | SH |  | SOLE |  | 395936 | 0 | 272116 |
| TARGET CORP | Common Stocks | 87612E106 |  | 3891993 | 43389 | SH |  | SOLE |  | 18161 | 0 | 25228 |
| THOR INDUSTRIES INC | Common Stocks | 885160101 |  | 1495417 | 14422 | SH |  | SOLE |  | 14422 | 0 | 0 |
| TRIP.COM GROUP LTD-ADR | Equity Depositary Receipts | 89677Q107 |  | 348183144 | 4630095 | SH |  | SOLE |  | 3380144 | 0 | 1249951 |
| UBS GROUP AG-REG | Common Stocks | H42097107 |  | 68859069 | 1686108 | SH |  | SOLE |  | 612188 | 0 | 1073920 |
| UGI CORP | Common Stocks | 902681105 |  | 1335023 | 40139 | SH |  | SOLE |  | 40139 | 0 | 0 |
| VALE SA-SP ADR | Equity Depositary Receipts | 91912E105 |  | 1980473 | 182364 | SH |  | SOLE |  | 3793 | 0 | 178571 |
| VERMILION ENERGY INC | Common Stocks | 923725105 |  | 823056 | 105369 | SH |  | SOLE |  | 44097 | 0 | 61272 |
| VICTORIA'S SECRET  CO | Common Stocks | 926400102 |  | 1905852 | 70223 | SH |  | SOLE |  | 70223 | 0 | 0 |
| VISHAY INTERTECHNOLOGY INC | Common Stocks | 928298108 |  | 391114 | 25563 | SH |  | SOLE |  | 25563 | 0 | 0 |
| WALKER  DUNLOP INC | Common Stocks | 93148P102 |  | 1514609 | 18113 | SH |  | SOLE |  | 18113 | 0 | 0 |
| WARRIOR MET COAL INC | Common Stocks | 93627C101 |  | 320618 | 5038 | SH |  | SOLE |  | 5038 | 0 | 0 |
| WEIBO CORP-SPON ADR | Equity Depositary Receipts | 948596101 |  | 646734 | 52156 | SH |  | SOLE |  | 0 | 0 | 52156 |
| WESCO INTERNATIONAL INC | Common Stocks | 95082P105 |  | 2753518 | 13019 | SH |  | SOLE |  | 13019 | 0 | 0 |
| WYNN RESORTS LTD | Common Stocks | 983134107 |  | 2081181 | 16225 | SH |  | SOLE |  | 16225 | 0 | 0 |
| XP INC - CLASS A | Common Stocks | G98239109 |  | 170613895 | 9080037 | SH |  | SOLE |  | 6644456 | 0 | 2435581 |
| ZIMMER BIOMET HOLDINGS INC | Common Stocks | 98956P102 |  | 15222092 | 154539 | SH |  | SOLE |  | 36944 | 0 | 117595 |

---