Causeway Capital Management·CIK 1165797
99
Positions
$6.3B
Portfolio Value
11
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | CCL | 12.96% | $819,081,404 | ▲ +2.1% |
| 4 | SW | 4.79% | $302,727,181 | ▲ +2.3% |
| 5 | NTES | 0.94% | $59,416,263 | NEW |
| 6 | XP | 0.73% | $46,064,827 | NEW |
| 7 | IFF | 0.72% | $45,799,756 | NEW |
| 8 | JOYY | 0.59% | $37,259,502 | ▲ +0.5% |
| 9 | BAP | 0.68% | $43,085,268 | ▲ +0.5% |
| 10 | GFI | 0.51% | $32,040,967 | NEW |
| 11 | TSM | 1.86% | $117,279,919 | ▲ +0.1% |
| 12 | TME | 0.59% | $37,106,719 | ▲ +0.4% |
| 13 | PAGS | 0.41% | $25,946,426 | NEW |
| 14 | NVO | 0.39% | $24,425,058 | NEW |
| 15 | NGG | 0.37% | $23,513,136 | NEW |
| 16 | IR | 0.35% | $21,857,552 | NEW |
| 17 | AU | 0.56% | $35,519,738 | ▲ +0.3% |
| 18 | BXP | 0.29% | $18,405,497 | NEW |
| 19 | KEP | 0.27% | $17,194,490 | NEW |
| 20 | GPK | 0.25% | $15,601,888 | NEW |
| 21 | MELI | 0.19% | $11,826,676 | NEW |
| 22 | DEO | 0.69% | $43,432,820 | ▲ +0% |
| 23 | SHG | 0.39% | $24,855,240 | ▲ +0% |
| 24 | SNN | 0.40% | $25,147,469 | ▲ +0% |
| 25 | CLS | 0.31% | $19,426,259 | ▲ +0.1% |
| 26 | MOMO | 0.31% | $19,802,131 | ▲ +0% |
| 27 | HDB | 0.23% | $14,382,449 | ▲ +0.1% |
| 28 | SMIN | 0.17% | $10,574,277 | ▲ +0.1% |
| 29 | INDA | 0.19% | $12,095,923 | ▲ +0% |
| 30 | CGAU | 0.07% | $4,568,901 | NEW |
| 31 | SMFG | 0.07% | $4,560,131 | NEW |
| 32 | JBS | 0.01% | $501,854 | NEW |
| 33 | BKNG | 0.00% | $214,202 | NEW |
| 34 | INN | 0.00% | $79,669 | NEW |