Sarah Ketterer – Causeway Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Causeway Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Barrick Gold (B), PagSeguro Digital (G68707101), XP Inc (XP), Gold Fields Limited (GFI), Korea Electric Power Corporatio (KEP), and 13 more
Increases – Deutsche Bank (DB), Smurfit WestRock (SW), Carnival Corporation (CCL), Tencent Music Entertainment Gro (TME), JOYY Inc. (YY), and 38 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Causeway Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2013Dec 31, 2013 | MO Altria Group, Inc. | Buy | +285,600+29.2% |
Q4 2013Dec 31, 2013 | IMO Imperial Oil Limited | Buy | +271,006+255.7% |
Q4 2013Dec 31, 2013 | CCL Carnival Corporation | Buy | +269,800+29.3% |
Q4 2013Dec 31, 2013 | RDY Dr. Reddy's Laboratories Ltd | Buy - Position Entry | +256,481 |
Q4 2013Dec 31, 2013 | NVS Novartis AG | Buy | +209,947+292.4% |
Q4 2013Dec 31, 2013 | HSBC HSBC Holdings, plc. | Buy | +205,204+208.7% |
Q4 2013Dec 31, 2013 | TTE TotalEnergies SE | Buy | +140,779+184.4% |
Q4 2013Dec 31, 2013 | JNJ Johnson & Johnson | Buy | +133,200+31.2% |
Q4 2013Dec 31, 2013 | CUK Carnival Plc | Buy | +131,229+230.6% |
Q4 2013Dec 31, 2013 | TSM Taiwan Semiconductor Manufactur | Buy | +122,600+29.4% |
Q4 2013Dec 31, 2013 | BTI British American Tobacco Indus | Buy | +113,683+213.7% |
Q4 2013Dec 31, 2013 | BA Boeing Company (The) | Buy | +111,900+22.8% |
Q4 2013Dec 31, 2013 | SIEGY Siemens AG | Buy | +107,537+195.1% |
Q4 2013Dec 31, 2013 | EEM iShares MSCI Emerging Index Fun | Buy - Position Entry | +96,900 |
Q4 2013Dec 31, 2013 | MSFT Microsoft Corporation | Buy | +82,595+4.1% |
Q4 2013Dec 31, 2013 | SAP SAP SE | Buy | +75,984+238.9% |
Q4 2013Dec 31, 2013 | RIO Rio Tinto Plc | Buy | +75,947+144.9% |
Q4 2013Dec 31, 2013 | TM Toyota Motor Corporation | Buy | +73,213+160.9% |
Q4 2013Dec 31, 2013 | INFY Infosys Limited | Buy | +60,200+510.4% |
Q4 2013Dec 31, 2013 | PBR-A Petroleo Brasileiro S.A.- Petro | Buy | +35,100+4.4% |
Q4 2013Dec 31, 2013 | SBS Companhia de saneamento Basico | Buy | +31,200+24.1% |
Q4 2013Dec 31, 2013 | DIS Walt Disney Company (The) | Buy | +30,400+8.7% |
Q4 2013Dec 31, 2013 | CYD China Yuchai | Buy | +18,100+13.4% |
Q4 2013Dec 31, 2013 | WIT Wipro Limited | Buy - Position Entry | +18,000 |
Q4 2013Dec 31, 2013 | FMX Fomento Economico Mexicano S.A. | Sell | -9,700-29.2% |
Q4 2013Dec 31, 2013 | BRFS BRF S.A. | Sell | -54,300-42.9% |
Q4 2013Dec 31, 2013 | AXAHY AXA | Sell - Position Exit | -107,357-100.0% |
Q4 2013Dec 31, 2013 | TUR iShares MSCI Turkey ETF | Sell - Position Exit | -110,000-100.0% |
Q4 2013Dec 31, 2013 | KT KT Corporation | Sell | -199,103-53.3% |
Q4 2013Dec 31, 2013 | UMC United Microelectronics Corpora | Sell | -566,000-73.7% |