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 2015Dec 31, 2015 | UAL United Airlines Holdings, Inc. | Buy | +188,453+7.6% |
Q4 2015Dec 31, 2015 | ORCL Oracle Corporation | Buy | +167,937+3.3% |
Q4 2015Dec 31, 2015 | C Citigroup, Inc. | Buy | +149,571+3.7% |
Q4 2015Dec 31, 2015 | UBS UBS Group | Buy | +132,714+10.5% |
Q4 2015Dec 31, 2015 | UNH UnitedHealth Group Incorporated | Buy | +83,130+8.0% |
Q4 2015Dec 31, 2015 | ABEV Ambev S.A. | Buy | +69,300+4.1% |
Q4 2015Dec 31, 2015 | PRU Prudential Financial, Inc. | Buy | +54,269+3.4% |
Q4 2015Dec 31, 2015 | IBN ICICI Bank Limited | Buy | +38,700+1.0% |
Q4 2015Dec 31, 2015 | EPI WisdomTree India Earnings Fund | Buy | +33,700+0.7% |
Q4 2015Dec 31, 2015 | NTES NetEase, Inc. | Buy | +23,000+9.5% |
Q4 2015Dec 31, 2015 | CUK Carnival Plc | Buy | +19,564+5.6% |
Q4 2015Dec 31, 2015 | NVS Novartis AG | Buy | +19,044+7.3% |
Q4 2015Dec 31, 2015 | KEP Korea Electric Power Corporatio | Buy | +14,000+6.1% |
Q4 2015Dec 31, 2015 | LPL LG Display Co, Ltd AMERICAN DEP | Buy | +10,300+6.2% |
Q4 2015Dec 31, 2015 | QCOM QUALCOMM Incorporated | Buy | +7,730+0.3% |
Q4 2015Dec 31, 2015 | JKS JinkoSolar Holding Company Limi | Buy | +6,200+4.2% |
Q4 2015Dec 31, 2015 | BTI British American Tobacco Indus | Buy | +5,975+2.1% |
Q4 2015Dec 31, 2015 | CHT Chunghwa Telecom Co., Ltd. | Buy | +4,600+17.4% |
Q4 2015Dec 31, 2015 | SAP SAP SE | Buy | +3,967+2.1% |
Q4 2015Dec 31, 2015 | TM Toyota Motor Corporation | Buy | +1,690+1.0% |
Q4 2015Dec 31, 2015 | SMFG Sumitomo Mitsui Financial Group | Buy | +1,270+0.1% |
Q4 2015Dec 31, 2015 | CYD China Yuchai | Buy | +800+1.2% |
Q4 2015Dec 31, 2015 | DEO Diageo plc | Buy | +576+0.4% |
Q4 2015Dec 31, 2015 | SCCO Southern Copper Corporation | Sell - Position Exit | -800-100.0% |
Q4 2015Dec 31, 2015 | VSS Vanguard FTSE All-Wld ex-US SmC | Sell - Position Exit | -1,700-100.0% |
Q4 2015Dec 31, 2015 | VOD Vodafone Group Plc | Sell | -11,358-2.3% |
Q4 2015Dec 31, 2015 | HSBC HSBC Holdings, plc. | Sell | -12,343-1.9% |
Q4 2015Dec 31, 2015 | TTE TotalEnergies SE | Sell | -12,781-2.6% |
Q4 2015Dec 31, 2015 | MSFT Microsoft Corporation | Sell | -33,178-0.8% |
Q4 2015Dec 31, 2015 | CVX Chevron Corporation | Sell | -54,856-3.4% |