Sarah Ketterer Holdings Activity

Causeway Capital Management Portfolio 13F

Causeway Capital Management has disclosed a total of 103 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 43, bought 18 totally new, decreased the number of shares of 33 and completely sold out 9 position(s).

What stocks is Sarah Ketterer buying now?

In the recent quarter Sarah Ketterer has bought 61 securities out of which top 5 purchases (by % change to portfolio) are (DB) DEUTSCHE BANK AG-REGISTERED (added shares +1176.19%), (B) BARRICK MINING CORP (new buy), (SW) SMURFIT WESTROCK PLC (added shares +160.43%), (CCL) CARNIVAL CORP (added shares +9.65%) and (NTES) NETEASE INC-ADR (new buy).

What does Sarah Ketterer invest in?

Sarah Ketterer's top 5 holdings (by % of portfolio) are (CP) CANADIAN PACIFIC KANSAS CITY (18.42%), (CCL) CARNIVAL CORP (12.96%), (DB) DEUTSCHE BANK AG-REGISTERED (9.03%), (B) BARRICK MINING CORP (5.8%) and (SW) SMURFIT WESTROCK PLC (4.79%).

In the latest report(s) the following changes have been made to the top investments: (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -14.69%), (CCL) CARNIVAL CORP (added shares +9.65%), (DB) DEUTSCHE BANK AG-REGISTERED (added shares +1176.19%), (B) BARRICK MINING CORP (new buy) and (SW) SMURFIT WESTROCK PLC (added shares +160.43%).

2022 Q3 (33 results)
BUD
buy
+131,098
+0.17%
$45.16
38.78% $62.67
0.17%
MT
buy
+198,482
+0.11%
$19.91
67.54% $33.36
0.11%
AVTR
buy
+939,344
+0.52%
$19.60
31.27% $13.47
0.52%
MOMO
buy
+424,876
+0.05%
$4.62
79.65% $8.30
0.05%
FXI
buy
+738,612
+0.54%
$25.86
50.46% $38.91
0.00%
EFV
buy
+4,197,000
+4.53%
$38.53
73.79% $66.96
0.00%
EWY
buy
+263,224
+0.35%
$47.36
52.54% $72.24
0.00%
URTH
buy
+17,186
+0.05%
$99.97
75.94% $175.88
0.00%
KWEB
buy
+778,936
+0.54%
$24.64
54.95% $38.18
0.00%
RIO
buy
+155,532
+0.24%
$55.06
13.91% $62.72
0.24%
SPY
buy
+2,519
+0.03%
$357.28
80.54% $645.05
0.00%
TME
buy
+3,417,205
+0.39%
$4.06
503.94% $24.52
0.39%
VIPS
buy
+460,500
+0.11%
$8.41
99.04% $16.74
0.11%
ASHR
buy
+681,296
+0.52%
$27.09
17.94% $31.95
0.52%
EFA
+20,236.53%
+4,248,458
+6.67%
$56.01
63.33% $91.48
6.70%
KOF
+142.57%
+84,850
+0.14%
$58.39
45.56% $84.99
0.24%
PDD
+129.37%
+282,753
+0.50%
$62.58
92.11% $120.22
0.88%
RDY
+81.93%
+38,716
+0.06%
$52.34
72.87% $14.20
0.13%
TTM
+43.94%
+108,516
+0.07%
$24.26
3.62% $25.14
0.24%
BABA
+21.00%
+175,324
+0.39%
$79.99
68.77% $135.00
2.26%
PHG
+20.85%
+134,267
+0.06%
$14.88
85.30% $27.58
0.32%
ING
+17.30%
+279,047
+0.07%
$8.50
180.36% $23.83
0.45%
JD
+17.14%
+81,814
+0.12%
$50.30
38.23% $31.07
0.79%
KSA
+15.53%
+159,891
+0.18%
$41.00
8.88% $37.36
1.37%
PUK
+14.32%
+158,786
+0.09%
$19.92
33.54% $26.60
0.71%
73HK
+13.15%
+887,227
+1.45%
$58.42
-
0.00%
WRK
+10.59%
+124,796
+0.11%
$30.89
66.75% $51.51
1.13%
VALE
+9.13%
+218,395
+0.08%
$13.32
22.82% $10.28
0.97%
HDB
+2.68%
+4,083
+0.01%
$58.42
21.80% $71.16
0.26%
JLL
+2.40%
+2,997
+0.01%
$151.07
102.28% $305.57
0.54%
BIDU
+2.13%
+3,739
+0.01%
$117.49
18.89% $95.30
0.59%
META
+1.31%
+4,221
+0.02%
$135.68
444.44% $738.70
1.24%
DQ
+1.08%
+8,767
+0.01%
$53.08
52.24% $25.35
1.22%
33 of 2,152

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.