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 2018Mar 31, 2018 | VWO Vanguard FTSE Emerging Markets | Sell | -449,213-29.2% |
Q1 2018Mar 31, 2018 | SMFG Sumitomo Mitsui Financial Group | Sell | -451,917-20.0% |
Q1 2018Mar 31, 2018 | LYG Lloyds Banking Group Plc | Sell | -605,409-14.2% |
Q1 2018Mar 31, 2018 | EEM iShares MSCI Emerging Index Fun | Sell | -653,826-86.3% |
Q1 2018Mar 31, 2018 | IBN ICICI Bank Limited | Sell | -804,573-13.5% |
Q1 2018Mar 31, 2018 | EPI WisdomTree India Earnings Fund | Sell | -1,112,879-49.1% |
Q1 2018Mar 31, 2018 | PBR-A Petroleo Brasileiro S.A.- Petro | Sell | -1,147,887-94.9% |
Q4 2017Dec 31, 2017 | FE FirstEnergy Corp. | Buy - Position Entry | +2,178,906 |
Q4 2017Dec 31, 2017 | FLS Flowserve Corporation | Buy | +1,260,369+30.2% |
Q4 2017Dec 31, 2017 | CM Canadian Imperial Bank of Comme | Buy | +996,040+200.7% |
Q4 2017Dec 31, 2017 | GIL Gildan Activewear, Inc. | Buy | +922,009+6.8% |
Q4 2017Dec 31, 2017 | MFC Manulife Financial Corporation | Buy | +846,282+3.6% |
Q4 2017Dec 31, 2017 | EEM iShares MSCI Emerging Index Fun | Buy - Position Entry | +757,931 |
Q4 2017Dec 31, 2017 | HAL Halliburton Company | Buy | +732,990+14.2% |
Q4 2017Dec 31, 2017 | BCS Barclays PLC | Buy | +535,651+17.3% |
Q4 2017Dec 31, 2017 | EPI WisdomTree India Earnings Fund | Buy | +310,800+15.9% |
Q4 2017Dec 31, 2017 | SMFG Sumitomo Mitsui Financial Group | Buy | +125,877+5.9% |
Q4 2017Dec 31, 2017 | BAP Credicorp | Buy - Position Entry | +114,800 |
Q4 2017Dec 31, 2017 | ATHM Autohome Inc. | Buy - Position Entry | +78,600 |
Q4 2017Dec 31, 2017 | INDA Ishares MSCI India ETF | Buy | +69,500+61.3% |
Q4 2017Dec 31, 2017 | ABBNY ABB Ltd. | Buy | +64,735+5.5% |
Q4 2017Dec 31, 2017 | INFY Infosys Limited | Buy | +54,300+28.9% |
Q4 2017Dec 31, 2017 | WIT Wipro Limited | Buy | +46,900+111.1% |
Q4 2017Dec 31, 2017 | BTI British American Tobacco Indus | Buy | +46,058+8.6% |
Q4 2017Dec 31, 2017 | BP BP p.l.c. | Buy | +40,876+5.8% |
Q4 2017Dec 31, 2017 | AAP Advance Auto Parts Inc. | Buy | +36,505+1.8% |
Q4 2017Dec 31, 2017 | CUK Carnival Plc | Buy | +32,902+13.0% |
Q4 2017Dec 31, 2017 | LYG Lloyds Banking Group Plc | Buy | +29,449+0.7% |
Q4 2017Dec 31, 2017 | NVS Novartis AG | Buy | +27,228+8.8% |
Q4 2017Dec 31, 2017 | VOD Vodafone Group Plc | Buy | +26,056+4.0% |