13F filing recap · Q2 2022
What did Causeway Capital Management buy in Q2 2022?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Causeway account, including accounts that belong to no fund below.
Stock value
$4.01B
Positions
80
Estimated turnover
26.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
WFCWells Fargo & Company/mn$48.42Mreported value+1.24M sharesVALEVale S.a.$35.00Mreported value+2.39M sharesJLLJones Lang Lasalle Incorporated$21.81Mreported value+124.7K sharesVEAVanguard Ftse Developed Markets ETF$20.88Mreported value+511.8K sharesPDDPdd Holdings Inc.$13.51Mreported value+218.6K sharesGSKGsk Plc$11.24Mreported value+258.2K sharesNTESNetease, Inc.$4.96Mreported value+53.2K sharesKOFCoca Cola Femsa Sab De Cv$3.29Mreported value+59.5K sharesFMXMexican Economic Development, Inc.$2.06Mreported value+30.6K sharesACWIiShares Trust$1.12Mreported value+13.4K sharesSCZiShares Trust$426.0Kreported value+7.8K sharesVEUVanguard International Equity Index Funds$267.0Kreported value+5.3K shares