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 Q4 (94 results)
CLS
buy
+333,794
+0.11%
$11.26
2K+% $241.77
0.11%
INMD
buy
+45,119
+0.05%
$35.70
58.46% $14.83
0.00%
MMYT
buy
+157,957
+0.13%
$27.57
254.77% $97.81
0.13%
TRMD
buy
+23,440
+0.02%
$28.47
20.77% $22.56
0.02%
BBD
buy
+8,713,912
+0.73%
$2.88
8.68% $3.13
0.73%
ATHM
buy
+410,057
+0.36%
$30.60
3.86% $29.42
0.36%
RYAAY
buy
+7,697,953
+16.71%
$74.76
21.51% $58.68
16.71%
CGAU
buy
+74,000
+0.01%
$5.17
78.79% $9.25
0.01%
GE
buy
+655,810
+1.60%
$83.79
236.19% $281.69
0.00%
ERF
buy
+25,478
+0.01%
$17.64
13.90% $20.09
0.00%
CPG
buy
+466,196
+0.10%
$7.13
20.49% $8.59
0.10%
VSS
buy
+22,691
+0.07%
$102.81
39.25% $143.16
0.07%
FINV
buy
+8,270,022
+1.19%
$4.96
50.81% $7.48
1.19%
TER
buy
+238,375
+0.60%
$87.35
28.49% $112.24
0.00%
VIPS
+449.06%
+2,067,934
+0.82%
$13.64
33.36% $18.19
1.00%
TME
+64.83%
+2,215,283
+0.53%
$8.28
201.93% $25.00
1.35%
PDD
+62.20%
+311,839
+0.74%
$81.55
53.82% $125.44
1.93%
JD
+49.54%
+277,040
+0.45%
$56.13
40.01% $33.67
1.36%
AVTR
+45.02%
+422,921
+0.26%
$21.09
41.63% $12.31
0.83%
MOMO
+44.90%
+190,759
+0.05%
$8.98
16.70% $7.48
0.16%
BABA
+37.09%
+374,645
+0.96%
$88.09
76.02% $155.06
3.54%
BUD
+33.07%
+43,355
+0.08%
$60.04
2.80% $58.36
0.30%
GSK
+29.14%
+53,489
+0.05%
$35.14
16.19% $40.83
0.24%
C
+27.41%
+279,191
+0.37%
$45.23
119.85% $99.44
1.70%
DIS
+24.28%
+154,105
+0.39%
$86.88
33.47% $115.96
1.99%
QFIN
+17.33%
+339,470
+0.20%
$20.36
39.29% $28.36
1.36%
RDY
+17.28%
+14,853
+0.02%
$51.75
71.67% $14.66
0.15%
WRK
+14.24%
+185,591
+0.19%
$35.16
46.50% $51.51
1.52%
PHG
+9.82%
+76,463
+0.03%
$14.50
94.52% $28.20
0.36%
JLL
+6.58%
+8,407
+0.04%
$159.37
96.00% $312.37
0.63%
BCS
+5.77%
+139,004
+0.03%
$7.80
165.64% $20.72
0.58%
GOOG
+4.12%
+27,096
+0.07%
$88.73
172.04% $241.38
1.76%
PUK
+3.36%
+42,627
+0.03%
$27.48
1.35% $27.85
1.05%
HDB
-1.18%
-1,841
-0.00%
$68.41
48.74% $35.07
0.31%
TTM
-1.25%
-4,433
-0.00%
$23.11
8.78% $25.14
0.00%
RIO
-1.58%
-2,458
-0.01%
$71.20
12.30% $62.44
0.32%
CNXC
-1.88%
-12,070
-0.05%
$133.16
59.47% $53.97
2.43%
WIT
-2.16%
-7,080
-0.00%
$4.66
40.56% $2.77
0.04%
CARR
-2.53%
-37,525
-0.04%
$41.25
49.50% $61.67
1.73%
SAP
-3.70%
-10,355
-0.03%
$103.19
149.21% $257.16
0.81%
SNX
-4.19%
-16,140
-0.04%
$94.71
60.11% $151.64
1.01%
BP
-4.29%
-14,203
-0.01%
$34.93
2.98% $33.89
0.32%
META
-4.37%
-14,266
-0.05%
$120.34
527.88% $755.59
1.09%
DQ
-4.39%
-36,002
-0.04%
$38.61
33.15% $25.81
0.88%
AZN
-5.25%
-15,993
-0.03%
$67.80
17.35% $79.56
0.57%
ZBH
-5.93%
-27,247
-0.10%
$127.50
19.15% $103.08
1.60%
SMFG
-6.11%
-105,731
-0.02%
$8.02
108.60% $16.73
0.38%
TAK
-7.04%
-100,663
-0.05%
$15.60
3.21% $15.10
0.60%
ASHR
-7.06%
-48,105
-0.04%
$28.02
14.49% $32.08
0.52%
RELX
-8.42%
-64,474
-0.05%
$27.72
67.75% $46.50
0.56%
CNI
-9.06%
-422,025
-1.45%
$118.73
21.31% $93.42
14.60%
SABR
-9.11%
-366,943
-0.07%
$6.18
69.74% $1.87
0.66%
TSM
-9.22%
-310,791
-0.67%
$74.49
248.14% $259.33
6.61%
PBR.A
-9.39%
-410,887
-0.11%
$9.29
25.62% $11.67
0.00%
SNY
-12.85%
-59,610
-0.08%
$48.43
2.89% $47.03
0.57%
AVGO
-13.01%
-54,720
-0.09%
$55.91
543.63% $359.87
0.00%
KOF
-13.26%
-19,139
-0.04%
$67.88
26.31% $85.74
0.25%
UL
-13.45%
-68,014
-0.10%
$50.35
24.91% $62.89
0.64%
IBN
-15.38%
-446,273
-0.28%
$21.89
46.51% $32.07
1.56%
MDLZ
-16.29%
-148,680
-0.29%
$66.65
7.01% $61.98
1.48%
PKX
-16.53%
-27,806
-0.04%
$54.47
6.85% $50.74
0.22%
NVS
-17.72%
-47,998
-0.13%
$90.72
36.82% $124.12
0.59%
UMC
-17.99%
-30,954
-0.01%
$6.53
3.52% $6.76
0.03%
BERY
-18.20%
-240,042
-0.42%
$60.43
11.83% $67.58
1.89%
BKNG
-20.03%
-7,891
-0.46%
$2,015.28
170.85% $5,458.32
0.00%
TTE
-21.48%
-45,369
-0.08%
$62.08
1.51% $61.14
0.30%
FISV
-22.29%
-185,745
-0.54%
$101.07
13.02% $114.23
1.90%
BTI
-31.11%
-83,624
-0.10%
$39.98
41.55% $56.59
0.21%
G
-31.36%
-670,341
-0.90%
$46.32
8.20% $42.52
1.97%
ING
-32.68%
-618,388
-0.22%
$12.17
108.71% $25.40
0.45%
BIDU
-37.29%
-66,919
-0.22%
$114.38
0.35% $114.78
0.37%
VEA
-38.48%
-139,998
-0.17%
$41.97
42.53% $59.82
0.27%
WFC
-39.81%
-431,673
-0.52%
$41.29
97.29% $81.46
0.00%
LVS
-42.51%
-957,072
-1.34%
$48.07
11.30% $53.50
1.81%
MT
-43.23%
-85,810
-0.07%
$26.22
32.53% $34.75
0.00%
LDOS
-49.10%
-314,029
-0.96%
$105.19
74.79% $183.86
0.99%
INFY
-49.61%
-1,003,612
-0.52%
$18.01
5.83% $16.96
0.53%
INDA
-50.92%
-108,381
-0.13%
$41.74
27.34% $53.15
0.13%
KSA
-57.77%
-686,905
-0.75%
$37.72
2.65% $36.72
0.55%
SMIN
-59.68%
-21,584
-0.03%
$51.76
42.33% $73.67
0.02%
VALE
-98.04%
-2,559,313
-1.26%
$16.97
37.12% $10.67
0.00%
EFA
-99.54%
-4,249,856
-8.10%
$65.64
41.67% $92.99
0.00%
NTES
-100.00%
-13,177
-0.03%
$75.59
102.15% $152.80
0.00%
TCOM
-100.00%
-8,892
-0.01%
$27.33
170.31% $73.87
0.00%
EWY
-100.00%
-263,224
-0.36%
$47.36
66.09% $78.66
0.00%
FXI
-100.00%
-738,612
-0.55%
$25.86
56.57% $40.49
0.00%
73HK
-100.00%
-7,633,572
-12.95%
$58.42
-
0.00%
URTH
-100.00%
-17,186
-0.05%
$99.97
79.31% $179.25
0.00%
ACWI
-100.00%
-9,549
-0.02%
$77.81
75.24% $136.35
0.00%
CIB
-100.00%
-186,412
-0.13%
$24.37
112.84% $51.87
0.00%
SPY
-100.00%
-2,519
-0.03%
$357.28
84.00% $657.41
0.00%
KWEB
-100.00%
-778,936
-0.56%
$24.64
64.89% $40.63
0.00%
EFV
-100.00%
-4,197,000
-4.69%
$38.53
76.02% $67.82
0.00%
GE
-100.00%
-626,353
-1.13%
$61.91
354.99% $281.69
0.00%
94 of 4,099

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.