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 |
|---|---|---|---|
Q2 2018Jun 30, 2018 | KT KT Corporation | Sell - Position Exit | -73,200-100.0% |
Q2 2018Jun 30, 2018 | UNH UnitedHealth Group Incorporated | Sell | -115,012-20.1% |
Q2 2018Jun 30, 2018 | BP BP p.l.c. | Sell | -188,846-21.1% |
Q2 2018Jun 30, 2018 | SBS Companhia de saneamento Basico | Sell | -700,572-30.8% |
Q2 2018Jun 30, 2018 | HAL Halliburton Company | Sell | -745,752-11.3% |
Q2 2018Jun 30, 2018 | VWO Vanguard FTSE Emerging Markets | Sell | -764,981-70.2% |
Q2 2018Jun 30, 2018 | TSM Taiwan Semiconductor Manufactur | Sell | -787,181-11.6% |
Q2 2018Jun 30, 2018 | MSFT Microsoft Corporation | Sell | -802,841-24.6% |
Q2 2018Jun 30, 2018 | LLY Eli Lilly and Company | Sell | -968,402-26.1% |
Q2 2018Jun 30, 2018 | SM SM Energy Company | Sell | -2,624,291-29.5% |
Q1 2018Mar 31, 2018 | MFC Manulife Financial Corporation | Buy | +26,044,690+105.7% |
Q1 2018Mar 31, 2018 | FE FirstEnergy Corp. | Buy | +4,090,338+187.7% |
Q1 2018Mar 31, 2018 | MDLZ Mondelez International, Inc. | Buy - Position Entry | +2,740,323 |
Q1 2018Mar 31, 2018 | WFC Wells Fargo & Company | Buy - Position Entry | +1,796,480 |
Q1 2018Mar 31, 2018 | TSM Taiwan Semiconductor Manufactur | Buy | +1,309,782+23.9% |
Q1 2018Mar 31, 2018 | BAC Bank of America Corporation | Buy | +960,189+17.3% |
Q1 2018Mar 31, 2018 | LLY Eli Lilly and Company | Buy | +825,928+28.7% |
Q1 2018Mar 31, 2018 | HAL Halliburton Company | Buy | +730,828+12.4% |
Q1 2018Mar 31, 2018 | SBS Companhia de saneamento Basico | Buy | +552,325+32.0% |
Q1 2018Mar 31, 2018 | SABR Sabre Corporation | Buy | +315,866+2.9% |
Q1 2018Mar 31, 2018 | SM SM Energy Company | Buy | +247,376+2.9% |
Q1 2018Mar 31, 2018 | FLS Flowserve Corporation | Buy | +227,660+4.2% |
Q1 2018Mar 31, 2018 | BTI British American Tobacco Indus | Buy | +175,246+30.0% |
Q1 2018Mar 31, 2018 | ORCL Oracle Corporation | Buy | +172,330+3.4% |
Q1 2018Mar 31, 2018 | BP BP p.l.c. | Buy | +155,611+21.0% |
Q1 2018Mar 31, 2018 | ABBNY ABB Ltd. | Buy | +143,279+11.6% |
Q1 2018Mar 31, 2018 | PUK Prudential Public Limited Compa | Buy | +133,612+35.7% |
Q1 2018Mar 31, 2018 | GIL Gildan Activewear, Inc. | Buy | +114,443+0.8% |
Q1 2018Mar 31, 2018 | QCOM QUALCOMM Incorporated | Buy | +112,479+3.7% |
Q1 2018Mar 31, 2018 | VOD Vodafone Group Plc | Buy | +103,370+15.3% |