Causeway Capital Management as of Dec. 31, 2012
Portfolio Holdings for Causeway Capital Management
Causeway Capital Management holds 61 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 6.9 | $37M | 705k | 53.06 | |
| Air Products & Chemicals (APD) | 5.4 | $29M | 359k | 82.01 | |
| Oracle Corporation (ORCL) | 4.9 | $26M | 813k | 32.51 | |
| Johnson & Johnson (JNJ) | 4.5 | $24M | 355k | 68.34 | |
| Anadarko Petroleum Corporation | 4.5 | $24M | 334k | 72.54 | |
| Wells Fargo & Company (WFC) | 4.3 | $23M | 699k | 33.34 | |
| Babcock & Wilcox | 4.2 | $23M | 902k | 25.57 | |
| Agilent Technologies Inc C ommon (A) | 4.1 | $22M | 552k | 39.95 | |
| Boeing Company (BA) | 3.7 | $20M | 271k | 73.55 | |
| St. Jude Medical | 3.7 | $20M | 563k | 35.26 | |
| Progressive Corporation (PGR) | 3.5 | $19M | 916k | 20.60 | |
| WisdomTree India Earnings Fund (EPI) | 3.4 | $19M | 954k | 19.37 | |
| Total System Services | 3.4 | $18M | 871k | 20.90 | |
| Altria (MO) | 3.3 | $18M | 581k | 30.64 | |
| C.R. Bard | 3.1 | $17M | 176k | 95.99 | |
| Molina Healthcare (MOH) | 2.7 | $15M | 556k | 26.40 | |
| Walt Disney Company (DIS) | 2.7 | $15M | 301k | 48.55 | |
| Whirlpool Corporation (WHR) | 2.7 | $15M | 146k | 99.19 | |
| Taiwan Semiconductor Mfg (TSM) | 2.5 | $13M | 780k | 17.16 | |
| State Street Corporation (STT) | 2.2 | $12M | 259k | 45.96 | |
| Citigroup (C) | 2.2 | $12M | 305k | 38.59 | |
| China Mobile | 2.0 | $11M | 187k | 58.72 | |
| China Petroleum & Chemical | 1.8 | $9.6M | 83k | 114.92 | |
| Tata Motors | 1.5 | $8.2M | 834k | 9.80 | |
| Vale | 1.5 | $7.9M | 389k | 20.30 | |
| Companhia de Saneamento Basi (SBS) | 1.2 | $6.7M | 161k | 41.78 | |
| Petroleo Brasileiro SA (PBR.A) | 1.1 | $5.9M | 308k | 19.30 | |
| KT Corporation (KT) | 1.0 | $5.7M | 338k | 16.74 | |
| SK Tele | 1.0 | $5.4M | 340k | 15.83 | |
| DeVry | 1.0 | $5.2M | 227k | 23.13 | |
| Fomento Economico Mexicano SAB (FMX) | 0.9 | $4.9M | 49k | 100.70 | |
| Reed Elsevier NV | 0.7 | $3.8M | 128k | 29.58 | |
| Toyota Motor Corporation (TM) | 0.6 | $3.2M | 35k | 93.24 | |
| British American Tobac (BTI) | 0.6 | $3.3M | 32k | 101.26 | |
| Sanofi-Aventis SA (SNY) | 0.6 | $3.2M | 67k | 47.37 | |
| Novartis (NVS) | 0.5 | $2.9M | 46k | 63.30 | |
| Companhia de Bebidas das Americas | 0.5 | $2.8M | 68k | 42.00 | |
| HSBC Holdings (HSBC) | 0.5 | $2.8M | 52k | 53.07 | |
| PetroChina Company | 0.5 | $2.6M | 18k | 143.76 | |
| Ubs Ag Cmn | 0.4 | $2.4M | 153k | 15.74 | |
| Vodafone | 0.4 | $2.4M | 96k | 25.19 | |
| Rio Tinto (RIO) | 0.4 | $2.1M | 36k | 58.09 | |
| Siemens (SIEGY) | 0.4 | $2.1M | 19k | 109.47 | |
| America Movil Sab De Cv spon adr l | 0.4 | $2.0M | 88k | 23.14 | |
| Aviva | 0.3 | $1.9M | 150k | 12.41 | |
| Sap (SAP) | 0.3 | $1.8M | 23k | 80.39 | |
| Vale (VALE) | 0.3 | $1.8M | 84k | 20.95 | |
| China Yuchai Intl (CYD) | 0.3 | $1.8M | 112k | 15.77 | |
| Barclays (BCS) | 0.3 | $1.7M | 97k | 17.32 | |
| LG Display (LPL) | 0.3 | $1.5M | 107k | 14.48 | |
| Sterlite Industries India | 0.3 | $1.4M | 637k | 2.25 | |
| Axa (AXAHY) | 0.2 | $1.3M | 73k | 18.23 | |
| AU Optronics | 0.1 | $379k | 84k | 4.51 | |
| Siliconware Precision Industries | 0.1 | $392k | 74k | 5.34 | |
| Giant Interactive | 0.1 | $340k | 63k | 5.41 | |
| ICICI Bank (IBN) | 0.0 | $192k | 4.4k | 43.64 | |
| Advanced Semiconductor Engineering | 0.0 | $192k | 45k | 4.28 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.0 | $240k | 7.4k | 32.33 | |
| HDFC Bank (HDB) | 0.0 | $184k | 4.5k | 40.74 | |
| United Microelectronics (UMC) | 0.0 | $176k | 88k | 1.99 | |
| Infosys Technologies (INFY) | 0.0 | $89k | 2.1k | 42.48 |
