Sarah Ketterer - Causeway Capital Management 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Causeway Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 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 Q4 2024, the filing reported:
New Buys - Accenture plc, Ally Financial Inc., Atour Lifestyle Holdings Limite, AngloGold Ashanti, Biogen Inc., and 17 more
Increases - Apple Inc., iShares MSCI ACWI ETF, Analog Devices, Inc., Astrazeneca PLC, Boeing Company (The), and 34 more
Reductions - Banco Bradesco Sa, British American Tobacco Indus, Citigroup, Inc., Citizens Financial Group, Inc., Concentrix Corporation, and 33 more
Complete Exits - Xtrackers Harvest CSI 300 China, Bristol-Myers Squibb Company, iShares MSCI EAFE Value ETF, Fiserv, Inc., JinkoSolar Holding Company Limi, and 7 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2024
|
AAPL
Apple Inc.
|
Buy |
+22
|
|
Q4 2024
|
ACN
Accenture plc
|
Buy - Position Entry |
+2,451
|
|
Q4 2024
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+5,165
|
|
Q4 2024
|
ADI
Analog Devices, Inc.
|
Buy |
+25,842
|
|
Q4 2024
|
ALLY
Ally Financial Inc.
|
Buy - Position Entry |
+423,364
|
|
Q4 2024
|
ASHR
Xtrackers Harvest CSI 300 China
|
Sell - Position Exit |
-584,659
|
|
Q4 2024
|
ATAT
Atour Lifestyle Holdings Limite
|
Buy - Position Entry |
+193,682
|
|
Q4 2024
|
AU
AngloGold Ashanti
|
Buy - Position Entry |
+501,799
|
|
Q4 2024
|
AZN
Astrazeneca PLC
|
Buy |
+341,431
|
|
Q4 2024
|
BA
Boeing Company (The)
|
Buy |
+265,173
|
|
Q4 2024
|
BABA
Alibaba Group Holding Limited
|
Buy |
+63,851
|
|
Q4 2024
|
BAP
Credicorp
|
Buy |
+102,101
|
|
Q4 2024
|
BBD
Banco Bradesco Sa
|
Sell |
-9,662,131
|
|
Q4 2024
|
BCS
Barclays PLC
|
Buy |
+484,497
|
|
Q4 2024
|
BIIB
Biogen Inc.
|
Buy - Position Entry |
+281,702
|
|
Q4 2024
|
BMY
Bristol-Myers Squibb Company
|
Sell - Position Exit |
-750,455
|
|
Q4 2024
|
BP
BP p.l.c.
|
Buy |
+117,605
|
|
Q4 2024
|
BTG
B2Gold Corp
|
Buy |
+55,900
|
|
Q4 2024
|
BTI
British American Tobacco Indus
|
Sell |
-124,989
|
|
Q4 2024
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy |
+65,691
|
|
Q4 2024
|
C
Citigroup, Inc.
|
Sell |
-51,354
|
|
Q4 2024
|
CFG
Citizens Financial Group, Inc.
|
Sell |
-122,767
|
|
Q4 2024
|
CHKP
Check Point
|
Buy |
+487,823
|
|
Q4 2024
|
CNH
CNH Industrial
|
Buy - Position Entry |
+33,849
|
|
Q4 2024
|
CNXC
Concentrix Corporation
|
Sell |
-23,442
|
|
Q4 2024
|
CP
Canadian Pacific Kansas City Li
|
Buy |
+6,687,770
|
|
Q4 2024
|
CTSH
Cognizant Technology Solutions
|
Sell |
-155,979
|
|
Q4 2024
|
DEO
Diageo plc
|
Sell |
-2,164
|
|
Q4 2024
|
DGX
Quest Diagnostics Incorporated
|
Sell |
-37,579
|
|
Q4 2024
|
DIS
Walt Disney Company (The)
|
Sell |
-265,281
|
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