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 2015Sep 30, 2015 | UAL United Airlines Holdings, Inc. | Buy | +605,141+32.0% |
Q3 2015Sep 30, 2015 | WFC Wells Fargo & Company | Buy | +544,759+29.8% |
Q3 2015Sep 30, 2015 | CVX Chevron Corporation | Buy | +540,388+49.5% |
Q3 2015Sep 30, 2015 | PVH PVH Corp. | Buy | +485,943+57.3% |
Q3 2015Sep 30, 2015 | LYG Lloyds Banking Group Plc | Buy | +482,529+12.8% |
Q3 2015Sep 30, 2015 | JNJ Johnson & Johnson | Buy | +385,433+31.9% |
Q3 2015Sep 30, 2015 | PRU Prudential Financial, Inc. | Buy | +377,474+31.0% |
Q3 2015Sep 30, 2015 | MO Altria Group, Inc. | Buy | +365,877+27.1% |
Q3 2015Sep 30, 2015 | CCL Carnival Corporation | Buy | +311,077+16.5% |
Q3 2015Sep 30, 2015 | RIO Rio Tinto Plc | Buy - Position Entry | +300,978 |
Q3 2015Sep 30, 2015 | IBN ICICI Bank Limited | Buy | +265,800+7.0% |
Q3 2015Sep 30, 2015 | SMFG Sumitomo Mitsui Financial Group | Buy | +242,560+13.0% |
Q3 2015Sep 30, 2015 | UNH UnitedHealth Group Incorporated | Buy | +225,344+27.9% |
Q3 2015Sep 30, 2015 | PBR-A Petroleo Brasileiro S.A.- Petro | Buy | +195,500+3.2% |
Q3 2015Sep 30, 2015 | SNX TD SYNNEX Corporation | Buy | +179,501+20.5% |
Q3 2015Sep 30, 2015 | HSBC HSBC Holdings, plc. | Buy | +155,170+31.0% |
Q3 2015Sep 30, 2015 | JKS JinkoSolar Holding Company Limi | Buy - Position Entry | +148,900 |
Q3 2015Sep 30, 2015 | DEO Diageo plc | Buy - Position Entry | +137,126 |
Q3 2015Sep 30, 2015 | EEM iShares MSCI Emerging Index Fun | Buy | +111,044+49.8% |
Q3 2015Sep 30, 2015 | TTE TotalEnergies SE | Buy | +96,575+24.3% |
Q3 2015Sep 30, 2015 | KEP Korea Electric Power Corporatio | Buy | +81,100+55.3% |
Q3 2015Sep 30, 2015 | NTES NetEase, Inc. | Buy | +80,100+49.7% |
Q3 2015Sep 30, 2015 | IEMG iShares Core MSCI Emerging Mark | Buy - Position Entry | +77,031 |
Q3 2015Sep 30, 2015 | LPL LG Display Co, Ltd AMERICAN DEP | Buy | +59,400+55.3% |
Q3 2015Sep 30, 2015 | SNY Sanofi | Buy | +58,668+11.4% |
Q3 2015Sep 30, 2015 | VOD Vodafone Group Plc | Buy | +51,338+11.6% |
Q3 2015Sep 30, 2015 | LLY Eli Lilly and Company | Buy | +43,199+3.0% |
Q3 2015Sep 30, 2015 | RDY Dr. Reddy's Laboratories Ltd | Buy | +42,000+7.7% |
Q3 2015Sep 30, 2015 | IMO Imperial Oil Limited | Buy | +39,449+12.6% |
Q3 2015Sep 30, 2015 | BTI British American Tobacco Indus | Buy | +32,244+12.7% |