Featured 13F manager
Causeway Capital Management LLC Sarah Ketterer
Los Angeles, CA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $9.2B
- 122 Positions
- 2026 Q2
- +13.4% QoQ
- Top 5 56.3%
Portfolio
top 5 56.3% · top 10 65.3%
- AZN - Astrazeneca 19.0%
- CCL - Carnival 12.7%
- DB - Deutsche Bank AG 10.8%
- WRK - Smurfit Westrock 7.5%
- CP - Canadian Pacific Kansas City 6.3%
- TSM - Taiwan Semiconductor Manufacturing 2.8%
- ALK - Alaska Air Group 1.8%
- CARR - Carrier Global 1.7%
- LYV - Live Nation Entertainment 1.4%
- MRK - Merck & 1.3%
- META - Meta Platforms · CL A 1.2%
- GOOG - Alphabet · CL C 1.2%
- Other 32.3%
AUM over time
Book
| Ryanair | 11.97% | Hold | 4,831,803 | $110.06 | $532M |
| TSM - Taiwan Semiconductor Mfg | 10.35% | Hold | 4,119,404 | $111.65 | $460M |
| BABA - Alibaba Group | 5.51% | Hold | 1,652,647 | $148.08 | $245M |
| BAP - Credicorp | 4.17% | Hold | 1,669,907 | $110.94 | $185M |
| GOOG - Alphabet · CL C | 3.02% | Hold | 50,320 | $2,665 | $134M |
| INFY - Infosys | 2.81% | Hold | 5,619,616 | $22.25 | $125M |
| ASH - Ashland Global | 2.43% | Hold | 1,213,479 | $89.12 | $108M |
| FISV - Fiserv | 2.41% | Hold | 986,340 | $108.50 | $107M |
| BKNG - Booking | 2.37% | Hold | 44,368 | $2,374 | $105M |
| GE - GE Aerospace | 2.32% | Hold | 1,000,308 | $103.03 | $103M |
| CNXC - Concentrix | 2.29% | Hold | 574,264 | $177.00 | $102M |
| Genpact | 2.22% | Hold | 2,076,549 | $47.51 | $99M |
| VALE - Vale S A | 2.19% | Hold | 6,988,707 | $13.95 | $97M |
| Essent Group | 2.14% | Hold | 2,158,040 | $44.01 | $95M |
| SABR - Sabre | 2.10% | Hold | 7,867,451 | $11.84 | $93M |
| META - Meta Platforms · CL A | 1.97% | Hold | 257,700 | $339.39 | $87M |
| LVS - Las Vegas Sands | 1.87% | Hold | 2,264,123 | $36.60 | $83M |
| WRK - Westrock | 1.86% | Hold | 1,661,509 | $49.83 | $83M |
| Berry Global Group | 1.81% | Hold | 1,323,518 | $60.88 | $81M |
| IBN - Icici Bk | 1.79% | Hold | 4,222,403 | $18.87 | $80M |
| DIS - Disney Walt | 1.76% | Hold | 461,244 | $169.17 | $78M |
| JD — · CL A | 1.67% | Hold | 1,027,478 | $72.24 | $74M |
| AVGO - Broadcom | 1.57% | Hold | 143,592 | $484.93 | $70M |
| BIDU - Baidu | 1.33% | Hold | 385,102 | $153.75 | $59M |
| CARR - Carrier Global | 1.33% | Hold | 1,139,582 | $51.76 | $59M |
| WM - Waste Mgmt Del | 1.19% | Hold | 353,570 | $149.36 | $53M |
| LDOS - Leidos | 1.04% | Hold | 478,707 | $96.13 | $46M |
| COP - Conocophillips | 1.03% | Hold | 673,657 | $67.77 | $46M |
| SRE - Sempra Energy | 0.99% | Hold | 347,360 | $126.50 | $44M |
| EXC - Exelon | 0.98% | Hold | 902,146 | $48.34 | $44M |
| C - Citigroup | 0.97% | Hold | 616,118 | $70.18 | $43M |
| MDLZ - Mondelez Intl · CL A | 0.81% | Hold | 621,440 | $58.18 | $36M |
| AIZ - Assurant | 0.79% | Hold | 222,757 | $157.75 | $35M |
| America Movil Sab De Cv | 0.79% | Hold | 1,977,851 | $17.67 | $35M |
| PBR - Petroleo Brasileiro | 0.77% | Hold | 3,406,238 | $10.00 | $34M |
| NVS - Novartis A G | 0.74% | Hold | 401,116 | $81.78 | $33M |
| BP - BP PLC | 0.73% | Hold | 1,190,870 | $27.33 | $33M |
| Total S A | 0.72% | Hold | 670,306 | $47.93 | $32M |
| SAP - Sap Se | 0.72% | Hold | 236,993 | $135.04 | $32M |
| TAK - Takeda Pharmaceutical | 0.70% | Hold | 1,906,998 | $16.38 | $31M |
| YUMC - Yum China | 0.70% | Hold | 531,375 | $58.11 | $31M |
| SNY - Sanofi | 0.69% | Hold | 636,016 | $48.21 | $31M |
| HDB - Hdfc Bank | 0.68% | Hold | 415,443 | $73.09 | $30M |
| QFIN - 360 Digitech | 0.61% | Hold | 1,325,021 | $20.32 | $27M |
| UL - Unilever | 0.55% | Hold | 451,297 | $54.22 | $24M |
| ASHR - Dbx ETF Tr | 0.53% | Hold | 613,365 | $38.11 | $23M |
| CX - Cemex Sab De Cv | 0.51% | Hold | 3,136,029 | $7.17 | $22M |
| JXN - Jackson Financial · CL A | 0.48% | Hold | 814,045 | $26.00 | $21M |
| AZNN — | 0.47% | Hold | 347,011 | $60.06 | $21M |
| Ishares Tr | 0.45% | Hold | 480,955 | $41.80 | $20M |
| PUK - Prudential | 0.42% | Hold | 474,337 | $39.18 | $19M |
| NTES - Netease | 0.40% | Hold | 210,383 | $85.40 | $18M |
| ORCL - Oracle | 0.39% | Hold | 199,209 | $87.13 | $17M |
| BTI - British Amern Tob | 0.39% | Hold | 491,809 | $35.28 | $17M |
| SMFG — | 0.36% | Hold | 2,288,665 | $7.01 | $16M |
| Credit Suisse Group | 0.35% | Hold | 1,587,470 | $9.86 | $16M |
| Ishares Tr | 0.35% | Hold | 315,706 | $48.69 | $15M |
| BCS - Barclays | 0.33% | Hold | 1,438,836 | $10.32 | $15M |
| BBVA — | 0.30% | Hold | 2,030,741 | $6.59 | $13M |
| RELX — | 0.30% | Hold | 459,007 | $28.86 | $13M |
| Vedanta | 0.30% | Hold | 861,755 | $15.28 | $13M |
| MELI - Mercadolibre | 0.28% | Hold | 7,431 | $1,679 | $12M |
| Posco | 0.28% | Hold | 177,318 | $68.97 | $12M |
| ING - Ing Groep | 0.25% | Hold | 778,796 | $14.49 | $11M |
| WIT - Wipro | 0.22% | Hold | 1,094,729 | $8.83 | $10M |
| SHEL - Royal Dutch Shell | 0.22% | Hold | 215,247 | $44.57 | $10M |
| MT - Arcelormittal SA Luxembourg | 0.19% | Hold | 273,484 | $30.16 | $8M |
| FINV - Finvolution Group | 0.18% | Hold | 1,413,757 | $5.64 | $8M |
| RDY - Dr Reddys Labs | 0.12% | Hold | 81,340 | $65.13 | $5M |
| Inmode | 0.08% | Hold | 42,800 | $79.72 | $3M |
| Azul S A | 0.06% | Hold | 143,375 | $20.06 | $3M |
| VSS — | 0.06% | Hold | 18,972 | $133.67 | $3M |
| PDD - Pinduoduo | 0.05% | Hold | 24,601 | $90.69 | $2M |
| Ishares | 0.04% | Hold | 30,307 | $62.00 | $2M |
| Tata Mtrs | 0.04% | Hold | 82,537 | $22.41 | $2M |
| Hello Group | 0.04% | Hold | 162,700 | $10.58 | $2M |
| Holding | 0.03% | Hold | 28,152 | $49.16 | $1M |
| CLS - Celestica | 0.03% | Hold | 127,405 | $8.88 | $1M |
| Ishares Tr | 0.02% | Hold | 17,701 | $60.11 | $1M |
| ABBNY - ABB | 0.01% | Hold | 13,720 | $33.38 | $458K |
| TCOM - Trip Group | 0.01% | Hold | 8,118 | $30.80 | $250K |
Showing top 50 of 81 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 122 | $9.2B | +13.4% | 13F-HR | 8/13/2026 | 000094562126001052 |
| 2026 Q1 | 107 | $8.1B | +12.1% | 13F-HR | 5/14/2026 | 000094562126000700 |
| 2025 Q4 | 108 | $7.3B | −4.0% | 13F-HR | 2/13/2026 | 000094562126000303 |
| 2025 Q3 | 105 | $7.6B | +19.8% | 13F-HR | 11/13/2025 | 000094562125001081 |
| 2025 Q2 | 99 | $6.3B | +32.1% | 13F-HR | 8/13/2025 | 000094366325000224 |
| 2025 Q1 | 90 | $4.8B | +8.9% | 13F-HR | 5/14/2025 | 000094366325000132 |
| 2024 Q4 | 107 | $4.4B | +7.9% | 13F-HR | 2/13/2025 | 000094366325000047 |
| 2024 Q3 | 97 | $4.1B | +11.0% | 13F-HR | 11/13/2024 | 000094366324000262 |
| 2024 Q2 | 90 | $3.7B | −4.1% | 13F-HR | 8/13/2024 | 000094366324000204 |
| 2024 Q1 | 89 | $3.8B | −2.6% | 13F-HR | 5/15/2024 | 000094366324000131 |
| 2023 Q4 | 89 | $3.9B | +3.6% | 13F-HR | 2/14/2024 | 000094366324000054 |
| 2023 Q3 | 89 | $3.8B | −0.3% | 13F-HR | 11/13/2023 | 000094366323000182 |
| 2023 Q2 | 81 | $3.8B | −8.9% | 13F-HR | 8/11/2023 | 000089457923000230 |
| 2023 Q1 | 81 | $4.2B | +21.0% | 13F-HR | 5/12/2023 | 000156761923006055 |
| 2022 Q4 | 83 | $3.4B | −3.5% | 13F-HR | 2/13/2023 | 000156761923002449 |
| 2022 Q3 | 81 | $3.6B | −11.0% | 13F-HR | 11/14/2022 | 000156761922019807 |
| 2022 Q2 | 80 | $4B | −4.2% | 13F-HR | 8/15/2022 | 000156761922016013 |
| 2022 Q1 | 75 | $4.2B | −8.0% | 13F-HR | 5/13/2022 | 000156761922010488 |
| 2021 Q4 | 82 | $4.5B | +2.4% | 13F-HR | 2/11/2022 | 000156761922003403 |
| 2021 Q3 | 81 | $4.4B | — | 13F-HR | 11/12/2021 | 000156761921019892 |
About
CAUSEWAY CAPITAL MANAGEMENT LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2