Titelia

Holdings of CAUSEWAY INTERNATIONAL VALUE FUND

CAUSEWAY CAPITAL MANAGEMENT TRUST · 71 declared positions · as of Mar 31, 2026

Original filing · Net assets 17.3B $ · Ten largest lines: 30.6 % of the equity sleeve

Sector breakdown

  • Financials 16.1 %
  • Health care 9.0 %
  • Industrials 8.6 %
  • Consumer staples 6.6 %
  • Technology 6.5 %
  • Materials 3.9 %
  • Communication 3.6 %
  • Utilities 3.2 %
  • Consumer discretionary 2.8 %
  • Energy 1.3 %
  • Unattributed 38.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 46.3 %
  • GBP 25.3 %
  • JPY 11.6 %
  • USD 3.4 %
  • KRW 2.6 %
  • CHF 2.4 %
  • SEK 2.3 %
  • DKK 1.8 %
  • CAD 1.5 %
  • HKD 1.5 %
  • SGD 1.1 %
  • IDR 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 27.8 %
  • FR 19.7 %
  • DE 11.8 %
  • JP 11.6 %
  • NL 5.6 %
  • US 3.4 %
  • IT 3.4 %
  • KR 2.6 %
  • CH 2.4 %
  • SE 2.3 %
  • BE 2.2 %
  • DK 1.8 %
  • Other countries 5.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1GB204.7B $27.85 %
2FR103.3B $19.72 %
3DE92B $11.82 %
4JP61.9B $11.59 %
5NL4946.8M $5.65 %
6US2574.1M $3.43 %
7IT3565.8M $3.38 %
8KR4431.2M $2.57 %
9CH1400.7M $2.39 %
10SE2384.4M $2.29 %
11BE2364.4M $2.17 %
12DK1299.3M $1.79 %

Positions

RankCompanySharesValueWeight
1Kering SA 2,684,999815.3M $4.72 %
2Alstom SA 21,969,533628.3M $3.63 %
3Renesas Electronics Corp 42,046,500601.1M $3.48 %
4Barclays PLC 91,402,437478.4M $2.77 %
5AstraZeneca PLC 2,442,664477.6M $2.76 %
6SAP SE 2,522,176430M $2.49 %
7RELX PLC 12,840,937427.6M $2.47 %
8SMC Corp 1,085,300426.8M $2.47 %
9Cie de Saint-Gobain SA 5,136,653425.3M $2.46 %
10BNP Paribas SA 4,377,715417M $2.41 %
11Reckitt Benckiser Group PLC 6,160,280414.2M $2.40 %
12Roche Holding AG 1,003,940400.7M $2.32 %
13Infineon Technologies AG 8,419,005381.9M $2.21 %
14Koninklijke Philips NV 13,352,526365.2M $2.11 %
15Rolls-Royce Holdings PLC 23,475,324356.6M $2.06 %
16Carnival Corp 13,573,409351.3M $2.03 %
17Deutsche Telekom AG 9,370,614349.7M $2.02 %
18UniCredit SpA 4,620,228331.5M $1.92 %
19Sanofi SA 3,392,345327.6M $1.89 %
20Diageo PLC 17,135,051318.7M $1.84 %
21FANUC Corp 8,643,200301.3M $1.74 %
22Novo Nordisk A/S 8,178,801299.3M $1.73 %
23Heineken NV 3,754,816288.8M $1.67 %
24Societe Generale SA 3,878,295283.2M $1.64 %
25Sompo Holdings Inc 7,258,200282.5M $1.63 %
26Samsung Electronics Co Ltd 2,360,450276.1M $1.60 %
27Capgemini SE 2,277,754268.8M $1.55 %
28National Grid PLC 15,511,133261.8M $1.51 %
29Canadian Pacific Kansas City Ltd 3,238,790254.9M $1.47 %
30Tencent Holdings Ltd 4,030,600254.2M $1.47 %
31Deutsche Bank AG 8,223,645244.7M $1.42 %
32Hexagon AB 25,060,544243.9M $1.41 %
33Smurfit Westrock PLC 5,591,474222.8M $1.29 %
34NatWest Group PLC 30,006,747222.3M $1.29 %
35Anheuser-Busch InBev SA/NV 3,159,147218.6M $1.26 %
36ING Groep NV 8,373,570217.4M $1.26 %
37BP PLC 27,613,932216.1M $1.25 %
38Prudential PLC 14,562,523202.5M $1.17 %
39KDDI Corp 11,452,000195M $1.13 %
40LANXESS AG 8,558,844189.2M $1.09 %
41United Overseas Bank Ltd 6,292,900180.1M $1.04 %
42Smith & Nephew PLC 11,213,785177.7M $1.03 %
43Segro PLC 20,049,992171.9M $0.99 %
44Standard Chartered PLC 7,840,311163.4M $0.94 %
45British American Tobacco PLC 2,626,065152.5M $0.88 %
46Melrose Industries PLC 21,825,681147.9M $0.86 %
47Syensqo SA 2,502,461145.9M $0.84 %
48Enel SpA 13,015,475142.3M $0.82 %
49Electrolux AB 22,128,412140.5M $0.81 %
50Smiths Group PLC 4,501,520137.4M $0.79 %
51Sumitomo Mitsui Financial Group Inc 4,134,800136M $0.79 %
52Daimler Truck Holding AG 2,705,848133.3M $0.77 %
53Deutsche Lufthansa AG 14,500,108123.5M $0.71 %
54LVMH Moet Hennessy Louis Vuitton SE 220,928120.8M $0.70 %
55Berkeley Group Holdings PLC 2,619,125120M $0.69 %
56WH Smith PLC 15,555,774119.5M $0.69 %
57Generali 2,287,86592M $0.53 %
58Eurobank SA 22,709,30690.9M $0.53 %
59E.ON SE 3,750,91482.2M $0.48 %
60Akzo Nobel NV 1,312,42375.4M $0.44 %
61Samsung Fire & Marine Insurance Co Ltd 238,73571.5M $0.41 %
62ArcelorMittal SA 1,338,92969.4M $0.40 %
63SSE PLC 1,541,85953.3M $0.31 %
64Wizz Air Holdings Plc 4,200,13547.8M $0.28 %
65Siemens AG 188,30345.9M $0.27 %
66KT&G Corp 421,79445.4M $0.26 %
67Bank Mandiri Persero Tbk PT 140,365,20039.4M $0.23 %
68Shinhan Financial Group Co Ltd 641,42438.2M $0.22 %
69Airbus SE 80,52215.2M $0.09 %
70National Bank of Greece SA 588,2139.1M $0.05 %
71Worldline SA/France 10,631,7813.2M $0.02 %