Causeway Capital Management

Causeway Capital Management as of June 30, 2013

Portfolio Holdings for Causeway Capital Management

Causeway Capital Management holds 66 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings 24.0 $228M 4.4M 51.53
UnitedHealth (UNH) 5.4 $51M 738k 69.20
Microsoft Corporation (MSFT) 5.0 $48M 1.3M 36.69
Boeing Company (BA) 3.9 $37M 342k 108.89
Air Products & Chemicals (APD) 3.9 $37M 378k 97.26
Oracle Corporation (ORCL) 3.5 $33M 1.0M 32.64
Western Union Company (WU) 3.2 $31M 1.7M 18.19
Citigroup (C) 3.2 $30M 597k 51.00
Anadarko Petroleum Corporation 3.1 $30M 323k 91.33
Wells Fargo & Company (WFC) 3.1 $29M 661k 43.85
Johnson & Johnson (JNJ) 2.8 $27M 293k 91.44
Agilent Technologies Inc C ommon (A) 2.8 $26M 581k 45.43
Altria (MO) 2.5 $24M 640k 37.26
Total System Services 2.5 $24M 906k 26.03
Apollo 2.4 $23M 1.2M 18.65
Carnival Corporation (CCL) 2.2 $21M 579k 36.44
Walt Disney Company (DIS) 2.1 $20M 293k 67.18
Taiwan Semiconductor Mfg (TSM) 1.9 $18M 978k 18.32
WisdomTree India Earnings Fund (EPI) 1.8 $17M 1.0M 16.16
Nasdaq Omx (NDAQ) 1.7 $16M 470k 34.84
China Mobile 1.6 $15M 287k 51.77
Babcock & Wilcox 1.6 $15M 461k 31.92
State Street Corporation (STT) 1.4 $13M 190k 69.30
SK Tele 1.4 $13M 636k 20.33
China Petroleum & Chemical 1.1 $10M 147k 70.39
Petroleo Brasileiro SA (PBR.A) 0.9 $8.4M 570k 14.66
Vale 0.8 $7.8M 640k 12.16
KT Corporation (KT) 0.7 $6.8M 435k 15.52
Reed Elsevier NV 0.5 $5.0M 151k 33.12
C.R. Bard 0.5 $4.7M 44k 108.67
Toyota Motor Corporation (TM) 0.5 $4.7M 39k 120.65
Sanofi-Aventis SA (SNY) 0.5 $4.6M 88k 51.51
Siemens (SIEGY) 0.5 $4.4M 43k 101.32
HSBC Holdings (HSBC) 0.5 $4.3M 83k 51.91
Novartis (NVS) 0.4 $4.2M 59k 70.70
British American Tobac (BTI) 0.4 $4.2M 41k 102.95
Companhia de Saneamento Basi (SBS) 0.4 $4.1M 391k 10.41
Ubs Ag Cmn 0.4 $3.9M 230k 16.95
Vodafone 0.4 $3.8M 131k 28.74
Total (TTE) 0.4 $3.6M 74k 48.70
Royal Dutch Shell 0.3 $2.9M 46k 63.81
Cnooc 0.3 $2.7M 16k 167.50
Barclays (BCS) 0.3 $2.8M 161k 17.12
Aviva 0.3 $2.6M 254k 10.41
Rio Tinto (RIO) 0.3 $2.5M 61k 41.08
Lloyds TSB (LYG) 0.3 $2.5M 653k 3.84
Imperial Oil (IMO) 0.2 $2.4M 62k 38.21
United Microelectronics (UMC) 0.2 $2.3M 4.4M 0.52
China Yuchai Intl (CYD) 0.2 $2.2M 127k 17.63
PetroChina Company 0.2 $2.2M 20k 110.66
Sap (SAP) 0.2 $2.0M 27k 72.82
Fomento Economico Mexicano SAB (FMX) 0.2 $1.9M 18k 103.17
Axa (AXAHY) 0.2 $1.8M 90k 19.69
Carnival (CUK) 0.2 $1.7M 47k 35.05
Sumitomo Mitsui Financial Grp (SMFG) 0.2 $1.5M 166k 9.22
Giant Interactive 0.1 $1.3M 158k 8.01
BRF Brasil Foods SA (BRFS) 0.1 $1.2M 55k 21.71
Tata Motors 0.1 $846k 36k 23.43
Siliconware Precision Industries 0.1 $461k 74k 6.27
AU Optronics 0.0 $291k 84k 3.46
Chunghwa Telecom Co Ltd - (CHT) 0.0 $238k 7.4k 32.06
ICICI Bank (IBN) 0.0 $168k 4.4k 38.18
HDFC Bank (HDB) 0.0 $164k 4.5k 36.32
Advanced Semiconductor Engineering 0.0 $182k 45k 4.05
Infosys Technologies (INFY) 0.0 $86k 2.1k 41.05
Sterlite Industries India 0.0 $70k 12k 5.84