StockDriftsStockDriftsTop 50 Causeway Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 17.66% | 7.42M | $1.44B | new | $186.92(-1.05%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 11.79% | 37.10M | $960.1M | +9.29%(+3.15M) | $23.74(+6.16%) | 2026-03-31 | |
| DB | DEUTSCHE BANK AG | 8.88% | 24.96M | $723.3M | +75.86%(+10.77M) | $29.60(+7.19%) | 2026-03-31 | |
| CP | CANADIAN PACIFIC KANSAS CITY LTD | 8.47% | 8.79M | $689.9M | -30.20%(-3.80M) | $78.44(+10.79%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 7.61% | 15.57M | $620.3M | -18.64%(-3.57M) | $42.41(-5.64%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.11% | 508.5K | $171.8M | -0.63%(-3.25K) | $48.06(+769.25%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HOLDING LTD | 1.65% | 1.07M | $134.1M | -11.15%(-134.16K) | $103.44(+36.42%) | 2026-03-31 | |
| CARR | CARRIER GLOBAL CORP | 1.45% | 2.10M | $118.4M | +13.74%(+254.05K) | $63.16(+5.65%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 1.26% | 854.2K | $102.8M | -18.23%(-190.41K) | $98.23(+15.46%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.19% | 337.3K | $96.8M | -8.84%(-32.70K) | $121.05(+228.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.22% | +52.95% |
| Top 20 Holdings Unweighted | +19.30% | +69.79% |
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