Stock Taper

CAUSEWAY CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX162$321.08K
Microsoft CorporationMSFT600$223.81K
Broadcom Inc.AVGO802$302.96K
Lam Research CorporationLRCX816$353.6K
Apple Inc.AAPL947$274.02K
RenaissanceRe Holdings Ltd.RNR994$315K
The Allstate CorporationALL1.11K$263.4K
Novartis AGNVS1.5K$235.17K
Precision Drilling CorporationPDS3.29K$252.66K
NVIDIA CorporationNVDA3.57K$713.72K
Shinhan Financial Group Co., Ltd.SHG6.59K$417.06K
Barrick Mining CorporationB6.97K$255.76K
GSK plcGSK7.16K$375.47K
VICI Properties Inc.VICI7.99K$212K
SLM CorporationSLM8.77K$227.6K
Summit Hotel Properties, Inc.INN17.06K$119.61K
InMode Ltd.INMD18.18K$265.79K
Canadian Natural Resources LimitedCNQ18.4K$727.83K
Celestica Inc.CLS19.6K$7.14M
Ituran Location and Control Ltd.ITRN20.44K$1.25M