Titelia

Holdings of CAUSEWAY GLOBAL VALUE FUND

CAUSEWAY CAPITAL MANAGEMENT TRUST · Original filing · Compare with another fund · Report an error

Net assets
242.2M $ including 238.2M $ in equities, 98.3 %
Positions
54 in 12 countries
Top ten
31.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Kering SA 39,20311.9M $4.91 %
2Renesas Electronics Corp 613,4008.8M $3.62 %
3Alstom SA 301,2828.6M $3.56 %
4Carrier Global Corp 131,1787.4M $3.05 %
5SAP SE 41,4817.1M $2.92 %
6Infineon Technologies AG 151,9296.9M $2.85 %
7AstraZeneca PLC 34,3996.7M $2.78 %
8Merck & Co Inc 52,0596.3M $2.59 %
9Alphabet Inc 20,8616M $2.47 %
10Alaska Air Group Inc 156,3355.8M $2.37 %
11Axis Capital Holdings Ltd 50,9185.2M $2.13 %
12Meta Platforms Inc 9,0205.2M $2.13 %
13SSP Group Plc 2,205,5325.2M $2.13 %
14Everest Group Ltd 15,6975.1M $2.12 %
15Hexagon AB 526,2505.1M $2.11 %
16Tencent Holdings Ltd 80,1005.1M $2.09 %
17Carnival Corp 194,3505M $2.08 %
18Live Nation Entertainment Inc 32,8365M $2.07 %
19Boeing Co/The 24,2464.8M $1.99 %
20Rolls-Royce Holdings PLC 308,6724.7M $1.94 %
21Diageo PLC 244,0394.5M $1.87 %
22Genpact Ltd 121,3934.5M $1.87 %
23Citigroup Inc 39,3284.5M $1.84 %
24Zimmer Biomet Holdings Inc 48,6344.4M $1.82 %
25Booz Allen Hamilton Holding Corp 54,2844.2M $1.75 %
26Reckitt Benckiser Group PLC 62,0154.2M $1.72 %
27Cognizant Technology Solutions Corp. 66,8594.1M $1.69 %
28Citizens Financial Group Inc 67,4424M $1.67 %
29Whirlpool Corp 74,6794M $1.66 %
30Analog Devices Inc 12,5084M $1.64 %
31Heineken NV 51,5444M $1.64 %
32Barclays PLC 757,1724M $1.64 %
33Samsung Electronics Co Ltd 33,7203.9M $1.63 %
34Sompo Holdings Inc 99,9003.9M $1.61 %
35SSE PLC 111,3493.8M $1.59 %
36Jones Lang LaSalle Inc 11,7443.6M $1.48 %
37Walt Disney Co/The 35,0123.4M $1.39 %
38KDDI Corp 196,0003.3M $1.38 %
39Pfizer Inc 118,7103.3M $1.38 %
40Smurfit Westrock PLC 80,7123.2M $1.33 %
41Ingersoll Rand Inc 39,5563.2M $1.31 %
42Biogen Inc 17,2203.2M $1.30 %
43Koninklijke Philips NV 110,0313M $1.24 %
44DTE Energy Co 20,1002.9M $1.21 %
45BNP Paribas SA 28,8202.7M $1.13 %
46Aptiv PLC 37,9432.6M $1.09 %
47Texas Instruments Inc 13,0502.5M $1.05 %
48Deutsche Bank AG 83,6342.5M $1.03 %
49UniCredit SpA 34,6582.5M $1.03 %
50Eurobank SA 580,1122.3M $0.96 %
51Roche Holding AG 5,7862.3M $0.95 %
52FANUC Corp 36,6001.3M $0.53 %
53BXP Inc 24,2391.3M $0.52 %
54UnitedHealth Group Inc 4,4801.2M $0.50 %

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Sector breakdown

  • Technology 15.7 %
  • Health care 11.5 %
  • Communication 10.3 %
  • Financials 8.5 %
  • Industrials 8.4 %
  • Consumer staples 3.7 %
  • Utilities 2.9 %
  • Consumer discretionary 2.1 %
  • Materials 1.4 %
  • Unattributed 35.6 %

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

Currency breakdown

  • USD 50.3 %
  • EUR 21.6 %
  • GBP 13.9 %
  • JPY 7.3 %
  • SEK 2.2 %
  • HKD 2.1 %
  • KRW 1.7 %
  • CHF 1.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 50.3 %
  • United Kingdom 13.9 %
  • France 9.8 %
  • Japan 7.3 %
  • Germany 6.9 %
  • Netherlands 2.9 %
  • Sweden 2.2 %
  • Hong Kong SAR China 2.1 %
  • South Korea 1.7 %
  • Italy 1.0 %
  • Greece 1.0 %
  • Switzerland 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States29119.9M $50.33 %
2United Kingdom733.1M $13.90 %
3France323.3M $9.77 %
4Japan417.3M $7.25 %
5Germany316.5M $6.91 %
6Netherlands27M $2.93 %
7Sweden15.1M $2.15 %
8Hong Kong SAR China15.1M $2.12 %
9South Korea13.9M $1.66 %
10Italy12.5M $1.04 %
11Greece12.3M $0.98 %
12Switzerland12.3M $0.97 %
Cite this page

Titelia. "Holdings of CAUSEWAY GLOBAL VALUE FUND". https://titelia.com/en/funds/S000021937