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 | A Agilent Technologies, Inc. | Sell - Position Exit | -848,520-100.0% |
Q4 2013Dec 31, 2013 | NDAQ Nasdaq, Inc. | Sell - Position Exit | -1,278,500-100.0% |
Q3 2013Sep 30, 2013 | FAF First American Corporation (New | Buy - Position Entry | +844,700 |
Q3 2013Sep 30, 2013 | NDAQ Nasdaq, Inc. | Buy | +808,400+172.0% |
Q3 2013Sep 30, 2013 | WU Western Union Company (The) | Buy | +767,100+45.5% |
Q3 2013Sep 30, 2013 | MSFT Microsoft Corporation | Buy | +738,400+56.8% |
Q3 2013Sep 30, 2013 | ORCL Oracle Corporation | Buy | +639,600+63.0% |
Q3 2013Sep 30, 2013 | C Citigroup, Inc. | Buy | +537,400+90.1% |
Q3 2013Sep 30, 2013 | CCL Carnival Corporation | Buy | +340,800+58.9% |
Q3 2013Sep 30, 2013 | MO Altria Group, Inc. | Buy | +336,900+52.6% |
Q3 2013Sep 30, 2013 | A Agilent Technologies, Inc. | Buy | +267,920+46.1% |
Q3 2013Sep 30, 2013 | PBR-A Petroleo Brasileiro S.A.- Petro | Buy | +222,600+39.0% |
Q3 2013Sep 30, 2013 | UNH UnitedHealth Group Incorporated | Buy | +203,700+27.6% |
Q3 2013Sep 30, 2013 | LYG Lloyds Banking Group Plc | Buy | +187,913+28.8% |
Q3 2013Sep 30, 2013 | WFC Wells Fargo & Company | Buy | +175,700+26.6% |
Q3 2013Sep 30, 2013 | BBVA Banco Bilbao Vizcaya Argentaria | Buy - Position Entry | +163,238 |
Q3 2013Sep 30, 2013 | BA Boeing Company (The) | Buy | +148,122+43.3% |
Q3 2013Sep 30, 2013 | JNJ Johnson & Johnson | Buy | +132,900+45.3% |
Q3 2013Sep 30, 2013 | EPI WisdomTree India Earnings Fund | Buy | +123,100+11.8% |
Q3 2013Sep 30, 2013 | TUR iShares MSCI Turkey ETF | Buy - Position Entry | +110,000 |
Q3 2013Sep 30, 2013 | SMFG Sumitomo Mitsui Financial Group | Buy | +83,830+50.5% |
Q3 2013Sep 30, 2013 | BRFS BRF S.A. | Buy | +71,400+129.6% |
Q3 2013Sep 30, 2013 | DIS Walt Disney Company (The) | Buy | +57,900+19.8% |
Q3 2013Sep 30, 2013 | BCS Barclays PLC | Buy | +45,565+28.3% |
Q3 2013Sep 30, 2013 | IMO Imperial Oil Limited | Buy | +44,025+71.0% |
Q3 2013Sep 30, 2013 | SNY Sanofi | Buy | +25,724+29.1% |
Q3 2013Sep 30, 2013 | AXAHY AXA | Buy | +16,937+18.7% |
Q3 2013Sep 30, 2013 | HSBC HSBC Holdings, plc. | Buy | +15,461+18.7% |
Q3 2013Sep 30, 2013 | FMX Fomento Economico Mexicano S.A. | Buy | +15,133+83.8% |
Q3 2013Sep 30, 2013 | NVS Novartis AG | Buy | +12,885+21.9% |