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 | NVS Novartis AG | Buy | +25,952+11.0% |
Q3 2015Sep 30, 2015 | SAP SAP SE | Buy | +19,631+11.4% |
Q3 2015Sep 30, 2015 | TM Toyota Motor Corporation | Buy | +14,789+9.9% |
Q3 2015Sep 30, 2015 | CHT Chunghwa Telecom Co., Ltd. | Buy | +7,077+36.6% |
Q3 2015Sep 30, 2015 | VSS Vanguard FTSE All-Wld ex-US SmC | Buy - Position Entry | +1,700 |
Q3 2015Sep 30, 2015 | SCCO Southern Copper Corporation | Buy - Position Entry | +800 |
Q3 2015Sep 30, 2015 | WIT Wipro Limited | Sell | -2,200-9.4% |
Q3 2015Sep 30, 2015 | UBS UBS Group | Sell | -5,355-0.4% |
Q3 2015Sep 30, 2015 | HDB HDFC Bank Limited | Sell | -6,000-30.0% |
Q3 2015Sep 30, 2015 | CYD China Yuchai | Sell | -16,900-20.3% |
Q3 2015Sep 30, 2015 | CUK Carnival Plc | Sell | -17,871-4.9% |
Q3 2015Sep 30, 2015 | VWO Vanguard FTSE Emerging Markets | Sell | -24,562-11.1% |
Q3 2015Sep 30, 2015 | BCS Barclays PLC | Sell | -27,671-1.9% |
Q3 2015Sep 30, 2015 | UMC United Microelectronics Corpora | Sell - Position Exit | -286,149-100.0% |
Q3 2015Sep 30, 2015 | TSM Taiwan Semiconductor Manufactur | Sell | -503,900-11.3% |
Q3 2015Sep 30, 2015 | DIS Walt Disney Company (The) | Sell - Position Exit | -519,715-100.0% |
Q3 2015Sep 30, 2015 | AXP American Express Company | Sell - Position Exit | -638,037-100.0% |
Q3 2015Sep 30, 2015 | EPI WisdomTree India Earnings Fund | Sell | -1,743,400-25.9% |
Q2 2015Jun 30, 2015 | PPL PPL Corporation | Buy - Position Entry | +3,229,890 |
Q2 2015Jun 30, 2015 | EPI WisdomTree India Earnings Fund | Buy | +2,631,800+64.1% |
Q2 2015Jun 30, 2015 | UAL United Airlines Holdings, Inc. | Buy - Position Entry | +1,889,402 |
Q2 2015Jun 30, 2015 | UBS UBS Group | Buy - Position Entry | +1,273,859 |
Q2 2015Jun 30, 2015 | DAL Delta Air Lines, Inc. | Buy | +674,108+29.6% |
Q2 2015Jun 30, 2015 | SM SM Energy Company | Buy | +672,114+118.9% |
Q2 2015Jun 30, 2015 | AXP American Express Company | Buy - Position Entry | +638,037 |
Q2 2015Jun 30, 2015 | MAT Mattel, Inc. | Buy | +493,188+21.3% |
Q2 2015Jun 30, 2015 | LYG Lloyds Banking Group Plc | Buy | +478,472+14.6% |
Q2 2015Jun 30, 2015 | VOD Vodafone Group Plc | Buy - Position Entry | +442,045 |
Q2 2015Jun 30, 2015 | ORCL Oracle Corporation | Buy | +396,924+12.9% |
Q2 2015Jun 30, 2015 | JNJ Johnson & Johnson | Buy | +352,882+41.3% |