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 |
|---|---|---|---|
Q3 2016Sep 30, 2016 | SMFG Sumitomo Mitsui Financial Group | Sell | -983,989-35.5% |
Q3 2016Sep 30, 2016 | EPI WisdomTree India Earnings Fund | Sell | -1,217,421-27.9% |
Q3 2016Sep 30, 2016 | INFY Infosys Limited | Sell | -1,466,185-49.0% |
Q3 2016Sep 30, 2016 | UAL United Airlines Holdings, Inc. | Sell - Position Exit | -1,564,602-100.0% |
Q3 2016Sep 30, 2016 | WFC Wells Fargo & Company | Sell - Position Exit | -1,701,720-100.0% |
Q3 2016Sep 30, 2016 | CHT Chunghwa Telecom Co., Ltd. | Sell | -6,845,100-99.5% |
Q2 2016Jun 30, 2016 | CHT Chunghwa Telecom Co., Ltd. | Buy | +6,847,000+22087.1% |
Q2 2016Jun 30, 2016 | BIDU Baidu, Inc. | Buy - Position Entry | +2,747,425 |
Q2 2016Jun 30, 2016 | HAL Halliburton Company | Buy - Position Entry | +1,736,727 |
Q2 2016Jun 30, 2016 | LLY Eli Lilly and Company | Buy | +609,341+37.5% |
Q2 2016Jun 30, 2016 | BIIB Biogen Inc. | Buy - Position Entry | +489,263 |
Q2 2016Jun 30, 2016 | PBR-A Petroleo Brasileiro S.A.- Petro | Buy | +441,100+9.5% |
Q2 2016Jun 30, 2016 | SMFG Sumitomo Mitsui Financial Group | Buy | +411,715+17.4% |
Q2 2016Jun 30, 2016 | ORCL Oracle Corporation | Buy | +373,347+7.6% |
Q2 2016Jun 30, 2016 | PUK Prudential Public Limited Compa | Buy - Position Entry | +353,727 |
Q2 2016Jun 30, 2016 | MSFT Microsoft Corporation | Buy | +276,810+7.2% |
Q2 2016Jun 30, 2016 | C Citigroup, Inc. | Buy | +274,521+5.4% |
Q2 2016Jun 30, 2016 | CCL Carnival Corporation | Buy | +228,111+9.4% |
Q2 2016Jun 30, 2016 | PKX POSCO Holdings Inc. | Buy - Position Entry | +223,300 |
Q2 2016Jun 30, 2016 | QCOM QUALCOMM Incorporated | Buy | +209,412+7.5% |
Q2 2016Jun 30, 2016 | ALL Allstate Corporation (The) | Buy | +172,153+9.9% |
Q2 2016Jun 30, 2016 | AAP Advance Auto Parts Inc. | Buy | +120,633+22.3% |
Q2 2016Jun 30, 2016 | HDB HDFC Bank Limited | Buy | +116,000+827.6% |
Q2 2016Jun 30, 2016 | PRU Prudential Financial, Inc. | Buy | +51,573+2.6% |
Q2 2016Jun 30, 2016 | PVH PVH Corp. | Buy | +47,044+2.8% |
Q2 2016Jun 30, 2016 | TTE TotalEnergies SE | Buy | +33,699+6.7% |
Q2 2016Jun 30, 2016 | GLIN VanEck India Growth Leaders ETF | Buy - Position Entry | +6,800 |
Q2 2016Jun 30, 2016 | ING ING Group, N.V. | Buy | +6,557+1.2% |
Q2 2016Jun 30, 2016 | DEO Diageo plc | Buy | +4,112+3.0% |
Q2 2016Jun 30, 2016 | NVS Novartis AG | Buy | +2,989+0.9% |