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 |
|---|---|---|---|
Q1 2014Mar 31, 2014 | WIT Wipro Limited | Buy | +1,700+9.4% |
Q1 2014Mar 31, 2014 | CHT Chunghwa Telecom Co., Ltd. | Buy | +700+9.4% |
Q1 2014Mar 31, 2014 | FMX Fomento Economico Mexicano S.A. | Sell | -3,900-16.6% |
Q1 2014Mar 31, 2014 | EPI WisdomTree India Earnings Fund | Sell | -8,000-0.4% |
Q1 2014Mar 31, 2014 | BRFS BRF S.A. | Sell | -13,400-18.6% |
Q1 2014Mar 31, 2014 | KT KT Corporation | Sell | -21,320-12.2% |
Q1 2014Mar 31, 2014 | TTE TotalEnergies SE | Sell | -22,177-10.2% |
Q1 2014Mar 31, 2014 | INFY Infosys Limited | Sell | -55,700-77.4% |
Q1 2014Mar 31, 2014 | UMC United Microelectronics Corpora | Sell | -81,900-40.5% |
Q1 2014Mar 31, 2014 | IMO Imperial Oil Limited | Sell | -94,787-25.1% |
Q1 2014Mar 31, 2014 | EEM iShares MSCI Emerging Index Fun | Sell - Position Exit | -96,900-100.0% |
Q1 2014Mar 31, 2014 | WU Western Union Company (The) | Sell | -412,200-13.6% |
Q1 2014Mar 31, 2014 | BBVA Banco Bilbao Vizcaya Argentaria | Sell - Position Exit | -631,612-100.0% |
Q1 2014Mar 31, 2014 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -771,846-100.0% |
Q4 2013Dec 31, 2013 | AAL American Airlines Group, Inc. | Buy - Position Entry | +2,351,316 |
Q4 2013Dec 31, 2013 | LYG Lloyds Banking Group Plc | Buy | +2,034,455+241.9% |
Q4 2013Dec 31, 2013 | EPI WisdomTree India Earnings Fund | Buy | +981,600+83.8% |
Q4 2013Dec 31, 2013 | KEP Korea Electric Power Corporatio | Buy - Position Entry | +908,679 |
Q4 2013Dec 31, 2013 | FAF First American Corporation (New | Buy | +813,032+96.3% |
Q4 2013Dec 31, 2013 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +771,846 |
Q4 2013Dec 31, 2013 | SMFG Sumitomo Mitsui Financial Group | Buy | +644,346+258.0% |
Q4 2013Dec 31, 2013 | BCS Barclays PLC | Buy | +623,598+301.6% |
Q4 2013Dec 31, 2013 | WU Western Union Company (The) | Buy | +576,600+23.5% |
Q4 2013Dec 31, 2013 | WFC Wells Fargo & Company | Buy | +557,200+66.6% |
Q4 2013Dec 31, 2013 | ORCL Oracle Corporation | Buy | +525,000+31.7% |
Q4 2013Dec 31, 2013 | BBVA Banco Bilbao Vizcaya Argentaria | Buy | +468,374+286.9% |
Q4 2013Dec 31, 2013 | ABBNY ABB Ltd. | Buy - Position Entry | +356,213 |
Q4 2013Dec 31, 2013 | C Citigroup, Inc. | Buy | +333,700+29.4% |
Q4 2013Dec 31, 2013 | SNY Sanofi | Buy | +317,199+278.0% |
Q4 2013Dec 31, 2013 | UNH UnitedHealth Group Incorporated | Buy | +292,084+31.0% |