- Portfolio
- Activity
Sarah Ketterer Holdings Activity
Causeway Capital Management Portfolio 13F
Causeway Capital Management has disclosed a total of 114 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 41, bought 11 totally new, decreased the number of shares of 34 and completely sold out 28 position(s).
What stocks is Sarah Ketterer buying now?
In the recent quarter Sarah Ketterer has bought 52 securities out of which top 5 purchases (by % change to portfolio) are (CCL) CARNIVAL CORP (new buy), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +11.53%), (BABA) ALIBABA GROUP HOLDING-SP ADR (added shares +42.56%), (APTV) APTIV PLC (new buy) and (INFY) INFOSYS LTD-SP ADR (added shares +382.52%).
What does Sarah Ketterer invest in?
Sarah Ketterer's top 5 holdings (by % of portfolio) are (CP) CANADIAN PACIFIC KANSAS CITY (25.25%), (CCL) CARNIVAL CORP (10.85%), (GOLD) BARRICK GOLD CORP (4.81%), (BABA) ALIBABA GROUP HOLDING-SP ADR (3.75%) and (SW) SMURFIT WESTROCK PLC (2.54%).
In the latest report(s) the following changes have been made to the top investments: (CP) CANADIAN PACIFIC KANSAS CITY (added shares +11.53%), (CCL) CARNIVAL CORP (new buy), (GOLD) BARRICK GOLD CORP (added shares +6.54%), (BABA) ALIBABA GROUP HOLDING-SP ADR (added shares +42.56%) and (SW) SMURFIT WESTROCK PLC (added shares +1.16%).
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.