HoldingsChannel.com
Causeway Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
LINDE PLC 4,728,905 -592,327 $1,006,784
     LIN4,728,905-592,327$1,006,784
BAIDU INC 6,617,939 +1,116,024 $833,891
     BIDU6,617,939+1,116,024$833,891
ENCANA CORP 136,379,916 +10,154,130 $639,622
     ECA136,379,916+10,154,130$639,622
RYANAIR HLDGS PLC      $564,314
     SPONSORED ADR6,441,206+171,462$564,314
ALIBABA GROUP HLDG LTD 2,128,139 +138,850 $451,378
     BABA2,128,139+138,850$451,378
TAIWAN SEMICONDUCTOR MFG LTD 6,253,617 +328,637 $363,335
     TSM6,253,617+328,637$363,335
MANULIFE FINL CORP 16,104,315 -127,277 $326,757
     MFC16,104,315-127,277$326,757
SABRE CORP 13,177,892 +461,431 $295,712
     SABR13,177,892+461,431$295,712
SYNNEX CORP 2,194,061 -105,784 $282,595
     SNX2,194,061-105,784$282,595
HALLIBURTON CO 10,514,935 -93,035 $257,300
     HAL10,514,935-93,035$257,300
CDN IMPERIAL BK COMM TORONTO 2,714,701 -7,484 $225,863
     CM2,714,701-7,484$225,863
ORACLE CORP 4,233,389 +40,982 $224,285
     ORCL4,233,389+40,982$224,285
MARATHON PETE CORP 3,672,915 -559,079 $221,293
     MPC3,672,915-559,079$221,293
MICROSOFT CORP 1,353,498 -71,046 $213,447
     MSFT1,353,498-71,046$213,447
LEIDOS HLDGS INC 2,058,613 -68,347 $201,518
     LDOS2,058,613-68,347$201,518
CITIGROUP INC 2,511,280 -510,551 $200,626
     C2,511,280-510,551$200,626
VIACOMCBS INC 4,540,401 +4,540,401 $190,561
     CBS4,540,401+4,540,401$190,561
GENERAL ELECTRIC CO 16,965,702 +16,965,702 $189,337
     GE16,965,702+16,965,702$189,337
MERCK & CO INC 1,770,110 -59,475 $160,992
     MRK1,770,110-59,475$160,992
GILDAN ACTIVEWEAR INC 5,240,087 -5,383,532 $154,740
     GIL5,240,087-5,383,532$154,740
FIRSTENERGY CORP 3,113,024 -114,198 $151,293
     FE3,113,024-114,198$151,293
FEDEX CORP 993,057 +993,057 $150,160
     FDX993,057+993,057$150,160
ASHLAND GLOBAL HLDGS INC 1,448,021 +1,448,021 $110,817
     ASH1,448,021+1,448,021$110,817
EXELON CORP 2,153,113 +2,153,113 $98,160
     EXC2,153,113+2,153,113$98,160
WELLS FARGO CO NEW 1,799,064 -71,725 $96,790
     WFC1,799,064-71,725$96,790
VALE S A 7,174,962 -17,467 $94,709
     VALE7,174,962-17,467$94,709
ARCONIC INC 2,985,944 +2,985,944 $91,877
     ARNC2,985,944+2,985,944$91,877
ICICI BK LTD 5,894,545 -241,867 $88,949
     IBN5,894,545-241,867$88,949
SIGNET JEWELERS LIMITED 3,840,304 +1,308,497 $83,488
     SIG3,840,304+1,308,497$83,488
NEW ORIENTAL ED & TECH GRP I 653,708 +204,177 $79,262
     EDU653,708+204,177$79,262
SK TELECOM LTD 3,275,348 -179,893 $75,693
     SKM3,275,348-179,893$75,693
ALASKA AIR GROUP INC 1,114,019 -2,300,443 $75,475
     ALK1,114,019-2,300,443$75,475
YUM CHINA HLDGS INC 1,393,720 -146,800 $66,912
     YUMC1,393,720-146,800$66,912
WESTROCK CO 1,522,348 +1,522,348 $65,324
     WRK1,522,348+1,522,348$65,324
CREDICORP LTD 303,414 -12,551 $64,667
     BAP303,414-12,551$64,667
CHINA MOBILE LIMITED 1,511,092 -104,771 $63,874
     CHL1,511,092-104,771$63,874
VIPSHOP HLDGS LTD 4,284,932 +892,580 $60,717
     VIPS4,284,932+892,580$60,717
JD COM INC 1,636,418 +1,326,818 $57,649
     JD1,636,418+1,326,818$57,649
MOBILE TELESYSTEMS PJSC 5,420,227 +106,543 $55,015
     MBT5,420,227+106,543$55,015
TAKEDA PHARMACEUTICAL CO LTD 2,502,296 -26,204 $49,370
     TAK2,502,296-26,204$49,370
TELEFONICA BRASIL SA 3,172,416 +212,154 $45,429
     VIV3,172,416+212,154$45,429
ABB LTD 1,625,509 -426,420 $39,159
     ABB1,625,509-426,420$39,159
BRITISH AMERN TOB PLC 843,990 -9,286 $35,836
     BTI843,990-9,286$35,836
BARCLAYS PLC 3,547,028 -784,991 $33,768
     BCS3,547,028-784,991$33,768
WISDOMTREE TR 1,280,953 -92,400 $31,883
     EPI1,280,953-92,400$31,883
PETROLEO BRASILEIRO SA PETRO      $29,470
     PBR.A1,975,223+1,975,223$29,470
ROYAL DUTCH SHELL PLC      $29,403
     RDS.B490,293-14,817$29,403
SAP SE 210,480 -2,039 $28,202
     SAP210,480-2,039$28,202
NOVARTIS A G 293,899 +36,049 $27,829
     NVS293,899+36,049$27,829
BP PLC 704,290 +47,436 $26,580
     BP704,290+47,436$26,580

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 12/31/2019: $9,318,743
At 09/30/2019: $8,372,544

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

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