Causeway Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
107
Portfolio value:
$8,146,202,000
Filed:
May 14, 2026
CIK:
1165797
Stock Issuer % of Portfolio Recent Activity Shares Price Value
ASTRAZENECA PLC17.66Buy7,421,749$193.78$1.44B
CARNIVAL CORP11.79Add 9.00%37,096,593$25.88$960.06M
DEUTSCHE BANK AG8.88Add 76.00%24,962,034$28.98$723.33M
CPhistCANADIAN PACIFIC KANSAS CITY LTD8.47Reduce 30.00%8,792,381$78.46$689.86M
SMURFIT WESTROCK PLC7.61Reduce 19.00%15,566,028$39.85$620.31M
TSMhistTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD2.11Reduce 1.00%508,471$337.95$171.84M
ALIBABA GROUP HOLDING LTD1.65Reduce 11.00%1,068,890$125.46$134.10M
CARRIER GLOBAL CORP1.45Add 14.00%2,102,878$56.31$118.41M
MRKhistMERCK & CO INC1.26Reduce 18.00%854,212$120.29$102.75M
GOOGhistALPHABET INC1.19Reduce 9.00%337,298$286.86$96.76M
COGNIZANT TECHNOLOGY SOLUTIONS CORP1.13Reduce 3.00%1,504,253$61.35$92.29M
ALASKA AIR GROUP INC1.13Buy2,502,211$36.78$92.03M
ANGLOGOLD ASHANTI PLC1.06Add 107.00%898,816$95.95$86.24M
BARCLAYS PLC1.06Add 9.00%4,074,067$21.16$86.21M
CREDICORP LTD1.02Add 1.00%245,113$339.18$83.14M
METAhistMETA PLATFORMS INC1.02Add 31.00%144,799$572.13$82.84M
AXIS CAPITAL HOLDINGS LTD1.02Add 13.00%815,794$101.41$82.73M
EVEREST GROUP LTD1.00Add 5.00%250,008$326.85$81.72M
LIVE NATION ENTERTAINMENT INC0.99Add 18.00%526,418$152.51$80.28M
SAP SE0.96Add 82.00%456,005$171.21$78.07M
RELX PLC0.94Add 94.00%2,306,409$33.15$76.46M
GOLD FIELDS LTD0.91Add 1.00%1,634,170$45.40$74.19M
ZIMMER BIOMET HOLDINGS INC0.90Add 11.00%808,110$90.42$73.07M
GENPACT LTD0.89Reduce 7.00%1,948,677$37.25$72.59M
CITIGROUP INC0.88Reduce 9.00%634,931$113.41$72.01M
KONINKLIJKE PHILIPS NV0.83Add 12.00%2,456,190$27.40$67.30M
BOOZ ALLEN HAMILTON HOLDING CORP0.82Buy857,462$78.03$66.91M
WHIRLPOOL CORP0.80Add 58.00%1,201,993$53.92$64.81M
ANALOG DEVICES INC0.79Buy201,819$318.14$64.21M
CITIZENS FINANCIAL GROUP INC0.77Add 3.00%1,048,526$59.97$62.88M
BOEING CO/THE0.77Buy313,926$199.03$62.48M
JONES LANG LASALLE INC0.70Add 213.00%186,274$304.32$56.69M
DIShistWALT DISNEY CO/THE0.66Add 3.00%559,882$96.38$53.96M
PFIZER INC0.66Reduce 8.00%1,914,219$28.08$53.75M
BIOGEN INC0.63Reduce 46.00%280,783$183.33$51.48M
SANOFI SA0.631,064,516$48.18$51.29M
INGERSOLL RAND INC0.62Add 5.00%626,062$80.12$50.16M
DIAGEO PLC0.61Add 37.00%666,314$74.45$49.61M
APTIV PLC0.58Add 2.00%683,463$69.44$47.46M
VANGUARD FTSE DEVELOPED MARKETS ETF0.58Add 75.00%736,637$64.08$47.20M
DTE ENERGY CO0.58Buy322,015$146.22$47.09M
BP PLC0.58Buy997,934$47.00$46.90M
NATIONAL GRID PLC0.56Reduce 24.00%538,761$84.60$45.58M
NATWEST GROUP PLC0.55Add 88.00%2,988,309$14.90$44.53M
JOYY INC0.54Reduce 8.00%750,751$58.39$43.84M
NOVO NORDISK A/S0.53Add 18.00%1,174,213$36.75$43.15M
PAGSEGURO DIGITAL LTD0.504,044,350$10.02$40.52M
ANHEUSER-BUSCH INBEV SA/NV0.49Reduce 17.00%580,131$69.37$40.24M
ING GROEP NV0.49Add 57.00%1,537,748$26.05$40.06M
TEXAS INSTRUMENTS INC0.49Buy206,214$194.14$40.03M
TAL EDUCATION GROUP0.49Buy3,478,417$11.37$39.55M
PRUDENTIAL PLC0.46Reduce 12.00%1,321,151$28.43$37.56M
SMITH & NEPHEW PLC0.37Add 58.00%953,146$31.78$30.29M
BRITISH AMERICAN TOBACCO PLC0.36Add 4.00%500,864$58.47$29.29M
ISHARES MSCI INDIA SMALL-CAP ETF0.35Reduce 61.00%471,654$59.96$28.28M
PETROLEO BRASILEIRO SA - PETROBRAS0.34Buy1,495,664$18.75$28.04M
INFOSYS LTD0.31Reduce 24.00%1,896,488$13.51$25.62M
SUMITOMO MITSUI FINANCIAL GROUP INC0.31Add 8.00%1,267,248$19.75$25.03M
GERDAU SA0.30Reduce 6.00%6,841,155$3.61$24.70M
PDD HOLDINGS INC0.30Reduce 36.00%237,010$102.18$24.22M
ZIM INTEGRATED SHIPPING SERVICES LTD0.29Reduce 27.00%889,550$26.35$23.44M
WEIBO CORP0.29Reduce 11.00%2,666,202$8.75$23.33M
CENTERRA GOLD INC0.271,245,027$17.73$22.07M
ISHARES MSCI INDIA ETF0.26Buy459,200$46.84$21.51M
BXP INC0.24Add 40.00%380,761$51.90$19.76M
UNHhistUNITEDHEALTH GROUP INC0.24Buy71,864$270.59$19.45M
VISTA ENERGY SAB DE CV0.20Buy220,918$75.47$16.67M
MILLICOM INTERNATIONAL CELLULAR SA0.19Reduce 3.00%208,718$74.94$15.64M
SHINHAN FINANCIAL GROUP CO LTD0.19Reduce 56.00%253,576$61.32$15.55M
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF0.19Add 42.00%103,581$145.79$15.10M
ARCELORMITTAL SA0.17Reduce 31.00%265,697$51.98$13.81M
FORTUNA MINING CORP0.15Add 45.00%1,251,045$9.91$12.40M
ICICI BANK LTD0.14Reduce 5.00%450,887$25.90$11.68M
FINVOLUTION GROUP0.14Reduce 13.00%2,401,084$4.79$11.50M
HDFC BANK LTD0.12Reduce 5.00%399,171$24.88$9.93M
GRUPO CIBEST SA0.12Buy132,364$72.81$9.64M
CELESTICA INC0.09Reduce 66.00%24,809$281.19$6.98M
TENCENT MUSIC ENTERTAINMENT GROUP0.07Reduce 64.00%612,900$9.28$5.69M
QFIN HOLDINGS INC0.05Reduce 75.00%330,288$12.91$4.26M
ISHARES MSCI EAFE ETF0.05Reduce 55.00%37,761$97.14$3.67M
ISHARES MSCI TAIWAN ETF0.03Buy37,151$70.93$2.63M
MAKEMYTRIP LTD0.03Reduce 5.00%64,544$37.29$2.41M
ISHARES MSCI ACWI ETF0.03Buy15,421$138.38$2.13M
ISHARES MSCI SAUDI ARABIA ETF0.03Buy52,898$39.76$2.10M
ENERFLEX LTD0.01Reduce 28.00%52,946$20.85$1.10M
ITURAN LOCATION AND CONTROL LTD0.0120,439$49.02$1.00M
INMODE LTD0.0171,829$13.69$983K
WIPRO LTD0.01Reduce 6.00%443,164$2.12$940K
NVDAhistNVIDIA CORP0.01Reduce 4.00%3,589$174.42$626K
GSK PLC0.01Reduce 67.00%11,110$55.18$613K
ISHARES MSCI EAFE SMALL-CAP ETF0.01Buy7,100$78.45$557K
VANGUARD FTSE ALL-WORLD EX-US ETF0.01Reduce 57.00%6,191$75.11$465K
B2GOLD CORP0.0194,491$4.53$428K
HAFNIA LTD0.01Buy54,367$7.65$416K
VANGUARD FTSE EMERGING MARKETS ETF0.00Reduce 88.00%7,469$54.09$404K
JBS NV0.0020,994$17.96$377K
PRECISION DRILLING CORP0.003,291$98.15$323K
BARRICK MINING CORP0.00Reduce 100.00%7,736$40.85$316K
RENAISSANCERE HOLDINGS LTD0.00Add 40.00%994$296.78$295K
MSFThistMICROSOFT CORP0.00Reduce 20.00%772$370.47$286K
BW LPG LTD0.00Buy15,291$17.59$269K
AVGOhistBROADCOM INC0.00Add 2.00%843$309.61$261K
COMFORT SYSTEMS USA INC0.00Reduce 24.00%184$1380.43$254K
AAPLhistAPPLE INC0.00Buy923$253.52$234K
NOVARTIS AG0.00Reduce 23.00%1,487$152.66$227K
ALLSTATE CORP/THE0.00Buy1,005$206.97$208K
SUMMIT HOTEL PROPERTIES INC0.0014,838$4.45$66K
AZNhistASTRAZENECA PLC0.00Sell0$0
ALKhistALASKA AIR GROUP INC0.00Sell0$0
ADIhistANALOG DEVICES INC0.00Sell0$0
GPKhistGRAPHIC PACKAGING HOLDING CO0.00Sell0$0
BPhistBP PLC0.00Sell0$0
BAHhistBOOZ ALLEN HAMILTON HOLDING CORP0.00Sell0$0
BAhistBOEING CO/THE0.00Sell0$0
ALLYhistALLY FINANCIAL INC0.00Sell0$0
VIPShistVIPSHOP HOLDINGS LTD0.00Sell0$0
VALEhistVALE SA0.00Sell0$0
MOMOhistHELLO GROUP INC0.00Sell0$0
GRTUFhistGRANITE REAL ESTATE INVESTMENT TRUST0.00Sell0$0
ASHRhistXTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF0.00Sell0$0
AAPLhistAPPLE INC0.00Sell0$0
KEPhistKOREA ELECTRIC POWER CORP0.00Sell0$0
PBYIhistPUMA BIOTECHNOLOGY INC0.00Sell0$0