CAUSEWAY CAPITAL MANAGEMENT TRUST - CIVIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,449,571 | 77,442 | 0.64% | 0.79% | 1 | -648,325 | -15.82% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | Reduced | 1,664,799 | 37,374 | 1.32% | 1.47% | 2 | -147,701 | -8.15% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4,212 | 94 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 129 | 2 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |