CAUSEWAY CONCENTRATED EQUITY FUND
CAUSEWAY CAPITAL MANAGEMENT TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2023 → Sep 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
SHELL PLC 0 6,666 6,666 4.12% $214.99K
CITIZENS FINANCIAL GROUP INC 0 6,011 6,011 3.08% $161.09K
EXPAND ENERGY CORP 0 1,814 1,814 2.99% $156.42K
GSK PLC 0 8,546 8,546 2.98% $155.57K
FX Spot Contract: USD/CNY SETTLE 2026-01-02 0 1 1 0.00% -$12
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
LEIDOS HOLDINGS INC 2,473 0 -2,473 0.00% -$218.81K
RYANAIR HOLDINGS PLC SPON ADR 1,628 0 -1,628 0.00% -$180.06K
CARRIER GLOBAL CORP 2,666 0 -2,666 0.00% -$132.53K
WESTROCK CO 4,375 0 -4,375 0.00% -$127.18K
ZURICH INSURANCE 259 0 -259 0.00% -$123.20K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
MURATA MFG CO 4,200 13,500 9,300 4.73% $5.73K
WALT DISNEY CO/T 1,322 2,825 1,503 4.38% $110.94K
ROCHE HOLDINGS AG (GENUSSCHEINE) 496 657 161 3.44% $28.25K
Invesco Government & Agency Portfolio, Institutional Class 94,121 126,788 32,667 2.43% $32.67K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
SK HYNIX INC 2,862 2,661 -201 4.31% -$26.18K
UNICREDIT SPA 10,450 8,772 -1,678 4.04% -$32.20K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
ALPHABET INC CL C 2,603 2,603 0 6.57% $28.32K
TD SYNNEX CORP 2,648 2,648 0 5.06% $15.52K
FISERV INC 2,280 2,280 0 4.93% -$30.07K
SAP SE 1,939 1,939 0 4.82% -$13.10K
ROLLS-ROYCE HOLDINGS PLC 91,401 91,401 0 4.72% $70.58K
ENEL SPA 38,477 38,477 0 4.53% -$22.67K
ABBVIE INC 1,543 1,543 0 4.40% $22.11K
CARREFOUR SA 12,780 12,780 0 4.21% -$22.15K
CITIGROUP INC 5,273 5,273 0 4.15% -$25.89K
Novartis AG (Registered) 1,942 1,942 0 3.81% $3.36K
GENPACT LTD 4,849 4,849 0 3.36% -$6.64K
BERRY GLOBAL GROUP INC 2,444 2,444 0 2.90% -$5.94K
AVANTOR INC 7,064 7,064 0 2.85% $3.81K
SAMSUNG ELECTRONICS CO LTD 2,764 2,764 0 2.68% -$12.46K
KERING 260 260 0 2.27% -$24.85K
QUEST DIAGNOSTICS INC 950 950 0 2.22% -$17.76K

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