Causeway Capital Management

Causeway Capital Management as of March 31, 2013

Portfolio Holdings for Causeway Capital Management

Causeway Capital Management holds 67 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings Plc-sp 10.2 $74M 4.2M 17.79
UnitedHealth (UNH) 5.7 $42M 747k 55.79
Microsoft Corporation (MSFT) 5.0 $36M 1.3M 27.82
Air Products & Chemicals (APD) 4.4 $32M 379k 84.73
Boeing Company (BA) 4.3 $31M 372k 83.46
Western Union Company (WU) 4.1 $30M 2.1M 14.62
Anadarko Petroleum Corporation 4.1 $30M 347k 85.05
Oracle Corporation (ORCL) 3.7 $27M 853k 31.45
Wells Fargo & Company (WFC) 3.3 $24M 662k 35.97
Citigroup (C) 3.3 $24M 552k 43.01
Agilent Technologies Inc C ommon (A) 3.3 $24M 579k 40.81
Johnson & Johnson (JNJ) 3.2 $23M 296k 79.20
Total System Services 3.0 $22M 908k 24.09
Altria (MO) 3.0 $21M 640k 33.40
Apollo 2.9 $21M 1.2M 16.99
C.R. Bard 2.5 $18M 182k 98.69
Nasdaq Omx (NDAQ) 2.4 $18M 561k 31.40
WisdomTree India Earnings Fund (EPI) 2.4 $17M 969k 17.97
St. Jude Medical 2.3 $17M 425k 39.32
Walt Disney Company (DIS) 2.2 $16M 295k 55.21
State Street Corporation (STT) 2.1 $16M 270k 57.57
Taiwan Semiconductor Mfg (TSM) 1.9 $14M 795k 17.19
Babcock & Wilcox 1.8 $13M 462k 27.62
Molina Healthcare (MOH) 1.4 $11M 350k 30.00
Vale 1.4 $10M 618k 16.53
China Petroleum & Chemical 1.4 $9.9M 85k 116.92
China Mobile 1.3 $9.6M 181k 53.13
Fomento Economico Mexicano SAB (FMX) 0.9 $6.3M 55k 113.50
Petroleo Brasileiro SA (PBR.A) 0.9 $6.3M 347k 18.15
SK Tele 0.9 $6.3M 350k 17.87
KT Corporation (KT) 0.8 $6.2M 394k 15.71
Companhia de Saneamento Basi (SBS) 0.7 $5.4M 113k 47.73
Reed Elsevier NV 0.7 $5.0M 147k 33.99
Toyota Motor Corporation (TM) 0.6 $4.0M 39k 102.63
Sanofi-Aventis SA (SNY) 0.5 $3.9M 77k 51.08
British American Tobac (BTI) 0.5 $4.0M 37k 107.06
Novartis (NVS) 0.5 $3.5M 49k 71.24
HSBC Holdings (HSBC) 0.5 $3.4M 64k 53.35
Siemens (SIEGY) 0.5 $3.4M 32k 107.79
Companhia de Bebidas das Americas 0.4 $2.9M 68k 42.34
Total (TTE) 0.4 $2.8M 59k 47.97
Ubs Ag Cmn 0.4 $2.7M 178k 15.39
Vodafone 0.4 $2.8M 98k 28.40
Royal Dutch Shell 0.4 $2.6M 40k 65.15
PetroChina Company 0.3 $2.5M 19k 131.80
Tata Motors 0.3 $2.1M 85k 24.41
Barclays (BCS) 0.3 $2.0M 111k 17.76
China Yuchai Intl (CYD) 0.3 $2.0M 123k 15.99
Cnooc 0.3 $1.9M 9.7k 191.53
Rio Tinto (RIO) 0.2 $1.7M 37k 47.07
Sap (SAP) 0.2 $1.7M 21k 80.54
Aviva 0.2 $1.6M 179k 9.12
LG Display (LPL) 0.2 $1.6M 107k 14.59
Korea Electric Power Corporation (KEP) 0.2 $1.5M 112k 13.59
Imperial Oil (IMO) 0.2 $1.2M 30k 40.86
Axa (AXAHY) 0.2 $1.2M 71k 17.25
Sterlite Industries India 0.2 $1.2M 637k 1.82
Lloyds TSB (LYG) 0.1 $836k 279k 3.00
Siliconware Precision Industries 0.1 $428k 74k 5.83
Giant Interactive 0.1 $409k 63k 6.50
AU Optronics 0.1 $362k 84k 4.30
ICICI Bank (IBN) 0.0 $189k 4.4k 42.95
Advanced Semiconductor Engineering 0.0 $185k 45k 4.12
Chunghwa Telecom Co Ltd - (CHT) 0.0 $231k 7.4k 31.12
Infosys Technologies (INFY) 0.0 $113k 2.1k 53.94
HDFC Bank (HDB) 0.0 $169k 4.5k 37.42
United Microelectronics (UMC) 0.0 $159k 88k 1.80