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 | No change | 3,503,232 | 88,071 | 0.67% | 0.67% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,708,254 | 41,800 | 1.27% | 1.31% | 2 | +2,529 | 0.15% | Q3 2026 | Oct 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 4,212 | 105 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 163 | 3 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |