CAUSEWAY CAPITAL MANAGEMENT LLC WHR — WHIRLPOOL CORP

Ownership history in CAUSEWAY CAPITAL MANAGEMENT LLC  ·  19 quarters on record

AI Ownership Summary

CAUSEWAY CAPITAL MANAGEMENT LLC reported WHIRLPOOL CORP (WHR) in 19 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q4. The latest visible filing shows WHR at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAUSEWAY CAPITAL MANAGEMENT LLC's position in WHIRLPOOL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WHR was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WHR stock page CAUSEWAY CAPITAL MANAGEMENT LLC fund profile CAUSEWAY CAPITAL MANAGEMENT LLC full holdings
How CAUSEWAY CAPITAL MANAGEMENT LLC held WHR — position size vs. price
% of Fund (quarterly)    WHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 761,228 +144,189 +23.4% 0.76% $54.9M 2026-02-14 (Est.) $87.54
2025 Q3 ADDED — — — 617,039 +183,496 +42.3% 0.64% $48.5M 2025-11-13 $64.00
2025 Q2 ADDED — — — 433,543 +69,758 +19.2% 0.70% $44.0M 2025-08-13 $87.06
2025 Q1 ADDED — — — 363,785 +269,112 +284.3% 0.69% $32.8M 2025-05-14 $79.02
2024 Q2 REDUCED 35.3% +6.5% ❌ 94,673 -51,707 -35.3% 0.26% $9.7M 2024-08-13 $86.14
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WHR

As of 2026 Q1 — sorted by position size

RWWM, Inc. 3Y 7Y 9.54% BAYPOINTE PARTNERS LLC 3.7% QSM Asset Management Ltd 1.47% First Dallas Securities Inc. 3Y 7Y 1.1% Hodges Capital Management Inc. 3Y 7Y 0.79% Gilman Hill Asset Management, LLC 3Y 7Y 0.69% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.61% Sage Investment Counsel LLC 0.61% Parrish Capital LLC 0.5% PROMETHIUM ADVISORS,LLC 0.31%

FAQ About CAUSEWAY CAPITAL MANAGEMENT LLC and WHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAUSEWAY CAPITAL MANAGEMENT LLC reported owning WHR?

CAUSEWAY CAPITAL MANAGEMENT LLC reported WHR across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WHR position in CAUSEWAY CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WHR was 0.76% in 2025 Q4.

What is the latest reported WHR position on this page?

The most recent filing on this page is 2025 Q4, when CAUSEWAY CAPITAL MANAGEMENT LLC reported 761,228 shares, equal to 0.76% of portfolio, with an estimated market value of $54.9M.

What does the chart on this WHR ownership page compare?

The chart compares CAUSEWAY CAPITAL MANAGEMENT LLC's quarterly WHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAUSEWAY CAPITAL MANAGEMENT LLC time their WHR position?

Based on 13F filing dates vs. subsequent WHR price moves, CAUSEWAY CAPITAL MANAGEMENT LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on WHR relative to SPY over the holding period was +6.3%.

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