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 2014Dec 31, 2014 | TV Grupo Televisa S.A.B. | Buy | +34,400+140.9% |
Q4 2014Dec 31, 2014 | RIO Rio Tinto Plc | Buy | +28,833+12.3% |
Q4 2014Dec 31, 2014 | INFY Infosys Limited | Buy | +24,700+1073.9% |
Q4 2014Dec 31, 2014 | AXAHY AXA | Buy | +15,217+3.8% |
Q4 2014Dec 31, 2014 | BTI British American Tobacco Indus | Buy | +11,876+5.1% |
Q4 2014Dec 31, 2014 | TM Toyota Motor Corporation | Buy | +9,476+6.3% |
Q4 2014Dec 31, 2014 | IMO Imperial Oil Limited | Buy | +4,889+2.6% |
Q4 2014Dec 31, 2014 | NVS Novartis AG | Buy | +2,107+0.6% |
Q4 2014Dec 31, 2014 | BCS Barclays PLC | Buy | +1,914+0.1% |
Q4 2014Dec 31, 2014 | SAP SAP SE | Buy | +162+0.1% |
Q4 2014Dec 31, 2014 | HDB HDFC Bank Limited | Sell | -1,400-14.3% |
Q4 2014Dec 31, 2014 | HSBC HSBC Holdings, plc. | Sell | -7,060-0.6% |
Q4 2014Dec 31, 2014 | SMFG Sumitomo Mitsui Financial Group | Sell | -24,141-1.3% |
Q4 2014Dec 31, 2014 | CYD China Yuchai | Sell | -70,100-45.8% |
Q4 2014Dec 31, 2014 | MO Altria Group, Inc. | Sell | -84,388-4.6% |
Q4 2014Dec 31, 2014 | SNY Sanofi | Sell | -87,133-14.7% |
Q4 2014Dec 31, 2014 | SIEGY Siemens AG | Sell - Position Exit | -113,922-100.0% |
Q4 2014Dec 31, 2014 | BA Boeing Company (The) | Sell - Position Exit | -361,762-100.0% |
Q4 2014Dec 31, 2014 | LYG Lloyds Banking Group Plc | Sell | -474,518-11.6% |
Q4 2014Dec 31, 2014 | CSX CSX Corporation | Sell | -945,393-25.1% |
Q4 2014Dec 31, 2014 | FAF First American Corporation (New | Sell - Position Exit | -3,163,438-100.0% |
Q3 2014Sep 30, 2014 | MAT Mattel, Inc. | Buy | +1,733,025+685.0% |
Q3 2014Sep 30, 2014 | LLY Eli Lilly and Company | Buy - Position Entry | +1,338,392 |
Q3 2014Sep 30, 2014 | SNX TD SYNNEX Corporation | Buy - Position Entry | +1,056,109 |
Q3 2014Sep 30, 2014 | HSBC HSBC Holdings, plc. | Buy | +851,840+217.5% |
Q3 2014Sep 30, 2014 | CCL Carnival Corporation | Buy | +722,000+44.0% |
Q3 2014Sep 30, 2014 | CVX Chevron Corporation | Buy - Position Entry | +687,278 |
Q3 2014Sep 30, 2014 | KMTUY Komatsu Ltd. | Buy - Position Entry | +514,629 |
Q3 2014Sep 30, 2014 | TSM Taiwan Semiconductor Manufactur | Buy | +326,000+24.3% |
Q3 2014Sep 30, 2014 | LYG Lloyds Banking Group Plc | Buy | +165,830+4.2% |