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%).

2021 Q1 (45 results)
INFY
-0.19%
-12,312
-0.00%
$18.72
11.59% $16.55
2.41%
CLS
-1.41%
-1,200
-0.00%
$8.37
2K+% $195.02
0.01%
JD
-2.84%
-53,253
-0.09%
$84.33
62.33% $31.77
3.02%
VALE
-3.20%
-274,695
-0.09%
$17.38
43.15% $9.88
2.84%
IBN
-4.27%
-255,716
-0.08%
$16.03
105.18% $32.89
1.81%
SMFG
-4.41%
-103,433
-0.01%
$7.25
136.82% $17.17
0.32%
CNXC
-6.05%
-46,891
-0.14%
$149.72
67.39% $48.82
2.14%
TSM
-6.37%
-322,234
-0.75%
$118.28
101.81% $238.70
11.03%
PKX
-6.41%
-17,326
-0.02%
$72.20
23.65% $55.12
0.36%
BABA
-6.85%
-142,844
-0.64%
$226.73
46.52% $121.25
8.66%
INDA
-10.53%
-42,586
-0.04%
$42.18
24.82% $52.65
0.30%
73HK
-13.25%
-661,656
-1.50%
$115.00
-
9.80%
RDY
-16.71%
-32,477
-0.04%
$61.39
76.85% $14.21
0.20%
JLL
-17.41%
-63,916
-0.23%
$179.04
64.91% $295.26
0.00%
COP
-19.01%
-290,178
-0.30%
$52.97
80.95% $95.85
1.29%
C
-19.82%
-241,827
-0.35%
$72.75
29.55% $94.25
1.40%
BCS
-23.82%
-557,516
-0.11%
$10.23
98.43% $20.30
0.36%
NTES
-25.33%
-214,219
-0.44%
$103.26
25.10% $129.18
1.28%
TTM
-26.30%
-31,873
-0.01%
$20.79
20.90% $25.14
0.04%
YUMC
-28.05%
-267,223
-0.31%
$59.21
24.59% $44.65
0.80%
DQ
-33.72%
-7,806
-0.01%
$75.53
69.06% $23.37
0.00%
EDU
-34.64%
-125,864
-0.35%
$140.00
65.29% $48.59
0.65%
ING
-34.72%
-1,057,194
-0.25%
$12.23
103.19% $24.85
0.48%
AFL
-34.96%
-431,708
-0.43%
$51.18
106.33% $105.60
0.00%
MT
-36.16%
-128,907
-0.07%
$29.17
14.54% $33.41
0.13%
BBVA
-38.12%
-1,805,771
-0.19%
$5.22
267.82% $19.20
0.30%
MOMO
-42.67%
-121,100
-0.04%
$14.74
43.82% $8.28
0.05%
SKMEUR
-43.36%
-5,582
-0.00%
$27.29
-
0.00%
PBR.A
-43.37%
-2,579,796
-0.43%
$8.54
30.10% $11.11
0.57%
ABB
-45.31%
-385,938
-0.23%
$30.47
21.86% $37.13
0.28%
RGA
-56.40%
-401,022
-0.99%
$126.05
48.79% $187.55
0.00%
SPR
-59.03%
-780,507
-0.75%
$48.65
15.52% $41.10
0.00%
BIDU
-65.33%
-1,819,425
-7.79%
$217.55
58.70% $89.84
4.13%
YY
-69.23%
-70,299
-0.13%
$93.73
55.67% $41.55
0.00%
MELI
-98.22%
-17,374
-0.50%
$1,473.02
62.47% $2,393.14
0.01%
GFI
-100.00%
-1,640,726
-0.30%
$9.27
222.32% $29.88
0.00%
SNX
-100.00%
-147,771
-0.24%
$81.44
80.97% $147.38
0.00%
BTG
-100.00%
-21,600
-0.00%
$5.60
30.56% $3.89
0.00%
MBT
-100.00%
-476,359
-0.08%
$8.95
38.54% $5.50
0.00%
WFC
-100.00%
-2,483,241
-1.47%
$30.18
156.46% $77.40
0.00%
GE
-100.00%
-471,539
-0.80%
$86.40
210.23% $268.04
0.00%
YNDX
-100.00%
-210,716
-0.29%
$69.58
72.78% $18.94
0.00%
CHL
-100.00%
-13,529
-0.01%
$28.53
-
0.00%
SYF
-100.00%
-1,392,257
-0.95%
$34.71
106.31% $71.61
0.00%
ALK
-100.00%
-728,722
-0.75%
$52.00
10.52% $57.47
0.00%
45 of 1,947

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.