Sarah Ketterer - Causeway Capital Management 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 13, 2025, the Causeway Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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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