HoldingsChannel.com
Causeway Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
LINDE PLC 6,219,701 -1,628,561 $1,248,916
     LIN6,219,701-1,628,561$1,248,916
ENCANA CORP 123,720,000 +6,356,410 $634,684
     ECA123,720,000+6,356,410$634,684
BAIDU INC 5,307,607 -34,489 $622,901
     BIDU5,307,607-34,489$622,901
GILDAN ACTIVEWEAR INC 14,368,243 -660,523 $555,764
     GIL14,368,243-660,523$555,764
MANULIFE FINL CORP 21,045,854 -26,637,346 $382,614
     MFC21,045,854-26,637,346$382,614
ALIBABA GROUP HLDG LTD 2,020,772 +41,154 $342,420
     BABA2,020,772+41,154$342,420
RYANAIR HLDGS PLC      $306,955
     SPONSORED ADR4,785,708+3,956,214$306,955
SABRE CORP 12,173,825 +308,100 $270,259
     SABR12,173,825+308,100$270,259
ALASKA AIR GROUP INC 4,142,076 -195,438 $264,720
     ALK4,142,076-195,438$264,720
TAIWAN SEMICONDUCTOR MFG LTD 6,549,982 +484,910 $256,563
     TSM6,549,982+484,910$256,563
CITIGROUP INC 3,369,000 -680,746 $235,931
     C3,369,000-680,746$235,931
MARATHON PETE CORP 4,039,782 +964,519 $225,743
     MPC4,039,782+964,519$225,743
ORACLE CORP 3,869,153 -1,666,299 $220,426
     ORCL3,869,153-1,666,299$220,426
CDN IMPERIAL BK COMM TORONTO 2,751,652 -35,274 $216,170
     CM2,751,652-35,274$216,170
HALLIBURTON CO 9,238,395 -180,244 $210,081
     HAL9,238,395-180,244$210,081
SYNNEX CORP 2,134,584 +643,873 $210,043
     SNX2,134,584+643,873$210,043
MICROSOFT CORP 1,441,196 -222,962 $193,063
     MSFT1,441,196-222,962$193,063
LEIDOS HLDGS INC 2,149,505 -118,974 $171,638
     LDOS2,149,505-118,974$171,638
FLOWSERVE CORP 3,172,748 -426,147 $167,172
     FLS3,172,748-426,147$167,172
FIRSTENERGY CORP 3,788,049 +638,636 $162,166
     FE3,788,049+638,636$162,166
MERCK & CO INC 1,760,055 +17,086 $147,581
     MRK1,760,055+17,086$147,581
VIACOM INC NEW 4,918,585 +132,653 $146,918
     VIAB4,918,585+132,653$146,918
MONDELEZ INTL INC 2,573,849 -839,612 $138,730
     MDLZ2,573,849-839,612$138,730
ZIMMER BIOMET HLDGS INC 1,105,665 +56,992 $130,181
     ZBH1,105,665+56,992$130,181
VALE S A 8,163,957 -74,395 $109,724
     VALE8,163,957-74,395$109,724
BANK AMER CORP 3,572,917 -508,649 $103,615
     BAC3,572,917-508,649$103,615
WELLS FARGO CO NEW 1,881,703 +29,244 $89,042
     WFC1,881,703+29,244$89,042
CREDICORP LTD 383,034 -55,619 $87,680
     BAP383,034-55,619$87,680
SK TELECOM LTD 3,464,597 -139,140 $85,749
     SKM3,464,597-139,140$85,749
ICICI BK LTD 6,434,777 +207,384 $81,014
     IBN6,434,777+207,384$81,014
CHINA MOBILE LIMITED 1,660,210 +76,845 $75,191
     CHL1,660,210+76,845$75,191
GENERAL ELECTRIC CO 6,980,327 +6,980,327 $73,293
     GE6,980,327+6,980,327$73,293
MOBILE TELESYSTEMS PJSC 6,164,614 -170,145 $57,393
     MBT6,164,614-170,145$57,393
YUM CHINA HLDGS INC 1,195,600 +1,195,600 $55,237
     YUMC1,195,600+1,195,600$55,237
RPC INC 7,203,443 -190,564 $51,937
     RES7,203,443-190,564$51,937
SIGNET JEWELERS LIMITED 2,571,778 -70,150 $45,983
     SIG2,571,778-70,150$45,983
TAKEDA PHARMACEUTICAL CO LTD 2,547,740 +159,387 $45,095
     TAK2,547,740+159,387$45,095
YY INC 614,131 -165,931 $42,799
     YY614,131-165,931$42,799
PRUDENTIAL PLC 930,688 -58,724 $40,783
     PUK930,688-58,724$40,783
ABB LTD 1,935,760 +33,861 $38,773
     ABB1,935,760+33,861$38,773
WISDOMTREE TR 1,480,353 -43,903 $38,578
     EPI1,480,353-43,903$38,578
TELEFONICA BRASIL SA 2,874,300 +113,500 $37,423
     VIV2,874,300+113,500$37,423
GERDAU S A 9,509,134 -1,238,266 $36,991
     GGB9,509,134-1,238,266$36,991
BARCLAYS PLC 4,657,353 +834,196 $35,442
     BCS4,657,353+834,196$35,442
ASTRAZENECA PLC      $35,109
     SPONSORED ADR850,500+139,253$35,109
BRITISH AMERN TOB PLC 978,380 +30,116 $34,116
     BTI978,380+30,116$34,116
ROYAL DUTCH SHELL PLC      $31,635
     RDS.B481,219-70,857$31,635
SAP SE 227,340 +4,591 $31,100
     SAP227,340+4,591$31,100
BP PLC 708,519 +16,671 $29,545
     BP708,519+16,671$29,545
NEW ORIENTAL ED & TECH GRP I 292,231 +266,392 $28,224
     EDU292,231+266,392$28,224

See Full List: All Stocks Held By Causeway Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Causeway Capital Management LLC

Size ($ in 1000's)
At 06/30/2019: $9,137,395
At 03/31/2019: $9,901,723

Causeway Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Causeway Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Causeway Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.