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 |
|---|---|---|---|
Q1 2021Mar 31, 2021 | G3198U102 Essent Group | Buy | +1,108,485+77.8% |
Q1 2021Mar 31, 2021 | MDLZ Mondelez International, Inc. | Buy - Position Entry | +897,066 |
Q1 2021Mar 31, 2021 | G Genpact | Buy | +803,966+59.4% |
Q1 2021Mar 31, 2021 | CARR Carrier Global Corporation | Buy | +752,041+75.2% |
Q1 2021Mar 31, 2021 | RELX RELX PLC PLC | Buy - Position Entry | +470,100 |
Q1 2021Mar 31, 2021 | EXC Exelon Corporation | Buy | +437,029+28.5% |
Q1 2021Mar 31, 2021 | SRE DBA Sempra | Buy - Position Entry | +396,310 |
Q1 2021Mar 31, 2021 | BP BP p.l.c. | Buy | +344,179+72.5% |
Q1 2021Mar 31, 2021 | UL Unilever PLC | Buy - Position Entry | +332,195 |
Q1 2021Mar 31, 2021 | DGX Quest Diagnostics Incorporated | Buy - Position Entry | +319,572 |
Q1 2021Mar 31, 2021 | TTE TotalEnergies SE | Buy | +266,887+70.6% |
Q1 2021Mar 31, 2021 | FINV FinVolution Group | Buy - Position Entry | +217,158 |
Q1 2021Mar 31, 2021 | FI Fiserv, Inc. | Buy | +205,308+31.5% |
Q1 2021Mar 31, 2021 | SNY Sanofi | Buy | +185,370+41.2% |
Q1 2021Mar 31, 2021 | SABR Sabre Corporation | Buy | +146,321+1.9% |
Q1 2021Mar 31, 2021 | TAK Takeda Pharmaceutical Company L | Buy | +129,284+8.4% |
Q1 2021Mar 31, 2021 | WM Waste Management, Inc. | Buy - Position Entry | +114,614 |
Q1 2021Mar 31, 2021 | SAP SAP SE | Buy | +97,441+87.5% |
Q1 2021Mar 31, 2021 | NVS Novartis AG | Buy | +91,780+30.0% |
Q1 2021Mar 31, 2021 | KSA iShares Trust iShares MSCI Saud | Buy | +89,173+28.9% |
Q1 2021Mar 31, 2021 | ARE Alexandria Real Estate Equities | Buy | +84,954+37.9% |
Q1 2021Mar 31, 2021 | LVS Las Vegas Sands Corp. | Buy | +67,410+5.9% |
Q1 2021Mar 31, 2021 | ASHR Xtrackers Harvest CSI 300 China | Buy | +59,027+8.9% |
Q1 2021Mar 31, 2021 | LDOS Leidos Holdings, Inc. | Buy | +57,766+6.1% |
Q1 2021Mar 31, 2021 | AVGO Broadcom Inc. | Buy | +57,058+32.8% |
Q1 2021Mar 31, 2021 | VIPS Vipshop Holdings Limited | Buy | +48,640+3.6% |
Q1 2021Mar 31, 2021 | ASH Ashland Inc. | Buy | +37,176+2.8% |
Q1 2021Mar 31, 2021 | PUK Prudential Public Limited Compa | Buy | +27,658+7.3% |
Q1 2021Mar 31, 2021 | DIS Walt Disney Company (The) | Buy | +19,815+3.6% |
Q1 2021Mar 31, 2021 | ORCL Oracle Corporation | Buy | +19,666+2.2% |