Sarah Ketterer - Causeway Capital Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2025
≡ TSM - Taiwan Semiconductor S.A. Add 0.78% 3,969 0.02
≡ PFE - Pfizer Inc. Add 0.95% 19,672 0.01
≡ QFIN - Qifu Technology Inc. Add 1.19% 15,426 0.00
≡ VIPS - Vipshop Holdings Ltd Add 1.19% 12,862 0.00
≡ WB - Weibo Corp. Add 1.35% 39,985 0.01
≡ PUK - Prudential Plc ADR Add 2.27% 33,473 0.01
≡ SHG - Shinhan Financial Group Company Add 2.44% 13,821 0.01
≡ MSFT - Microsoft Corp. Add 2.66% 25 0.00
≡ JOYY - JOYY Inc. Add 2.85% 22,541 0.02
≡ BP - BP plc Add 3.62% 57,295 0.03
≡ PAGS - PagSeguro Digital Ltd. Add 3.94% 153,332 0.02
≡ DEO - Diageo ADR Add 3.95% 18,422 0.02
≡ GFI - Gold Fields Ltd. Add 5.06% 78,061 0.05
≡ BTI - British American Tobacco plc Add 5.33% 24,435 0.02
≡ SNN - Smith & Nephew plc Add 5.46% 31,280 0.01
≡ NGG - National Grid Plc Sp ADR Add 5.71% 38,342 0.04
≡ CCL - Carnival Corp. Add 6.37% 2,032,781 0.86
≡ IBN - ICICI Bank Ltd. Add 7.29% 32,400 0.01
≡ IR - Ingersoll Rand Inc. Add 7.29% 40,542 0.04
≡ SNY - Sanofi Aventis Add 8.64% 84,641 0.06
≡ HDB - HDFC Bank Ltd. Add 9.63% 37,093 0.02
≡ NWG - NatWest Group Plc Add 10.54% 151,301 0.04
≡ G - Genpact Ltd. Add 10.95% 205,777 0.13
≡ ZIM - Zim Integrated Shipping Serv Add 12.04% 130,365 0.04
≡ BAP - Credicorp Ltd. Add 12.24% 26,396 0.10
≡ PHG - Koninklijke Philips Electronics NV Add 12.28% 240,419 0.09
≡ CTSH - Cognizant Technology Solutions Add 14.97% 202,183 0.23
≡ BUD - Anheuser-Busch InBev Add 15.03% 91,657 0.08
≡ ACWI - iShares MSCI ACWI ETF Add 16.00% 1,508 0.00
≡ PDD - Pinduoduo Inc. Add 19.89% 61,600 0.10
≡ WHR - Whirlpool Corp. Add 23.37% 144,189 0.14
≡ SMIN - Ishares Msci India Small Cap Add 24.88% 91,457 0.09
≡ ZBH - Zimmer Biomet Holdings Add 25.22% 146,719 0.18
≡ CARR - Carrier Global Corp. Add 26.07% 382,346 0.28
≡ META - Meta Platforms Inc. Add 27.00% 23,468 0.21
≡ SAP - SAP SE Add 29.42% 57,000 0.19
≡ EG - Everest Group Ltd Add 35.79% 62,872 0.30
≡ NVO - Novo Nordisk A S Add 42.80% 297,871 0.21
≡ CGAU - Centerra Gold Inc Add 44.76% 386,412 0.08
≡ SMFG - Sumitomo Mitsui Spons ADR Add 46.99% 376,371 0.10
≡ VEU - Vanguard FTSE All World ex US ETF Add 49.94% 4,824 0.00
≡ RELX - RELX plc Add 64.47% 466,218 0.26
≡ URTH - iShares MSCI World ETF Add 72.83% 4,480 0.01
≡ GPK - Graphic Packaging Hldg Co. Add 74.07% 1,926,978 0.40
≡ LYV - Live Nation Inc. Add 92.39% 214,709 0.42
≡ AU - AngloGold Ashanti Ltd. Add 118.76% 235,747 0.28
≡ SW - Smurfit Westrock Plc Add 154.33% 11,609,896 6.20
≡ TIGO - Millicom Intl Cellular S.a. Add 468.29% 177,950 0.14
≡ FSM - Fortuna Mining Corp. Add 645.36% 747,761 0.10
≡ INFY - Infosys Ltd. Add 774.28% 2,198,391 0.54
≡ EWT - Ishares Msci Taiwan ETF Add 1614.78% 179,241 0.16
≡ AVGO - Broadcom Inc. Buy 827 0.00
≡ FIX - Comfort Systems USA Inc. Buy 243 0.00
≡ PDS - Precision Drilling Corp. Buy 3,291 0.00
≡ RNR - RenaissanceRe Holdings Ltd. Buy 712 0.00
≡ ASHR - Xtrackers Harvest Csi 300 Ch Buy 28,800 0.01
≡ EWZ - Ishares Msci Brazil ETF Buy 13,800 0.01
≡ INMD - Inmode Ltd Buy 71,829 0.01
≡ EFXT - Enerflex Ltd Buy 73,432 0.02
≡ EZA - Ishares Msci South Africa Et Buy 22,500 0.02
≡ VWO - Vanguard FTSE Emerging Marke Buy 60,561 0.04
≡ VALE - Vale SA Buy 904,000 0.16
≡ BA - Boeing Co. Buy 151,928 0.46
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 396,332 0.46
≡ ALK - Alaska Air Group Buy 1,434,517 1.00
Q3  2025
≡ APTV - Aptiv PLC Add 0.58% 4,147 0.00
≡ ZBH - Zimmer Biomet Holdings Add 0.61% 3,541 0.00
≡ HDB - HDFC Bank Ltd. Add 2.67% 10,008 0.00
≡ SHG - Shinhan Financial Group Company Add 2.88% 15,837 0.01
≡ ING - ING Group NV Add 3.74% 57,552 0.02
≡ NVDA - NVIDIA Corp. Add 4.79% 174 0.00
≡ ALLY - Ally Financial Inc. Add 5.49% 33,133 0.02
≡ CFG - Citizens Financial Group Inc. Add 5.53% 57,086 0.04
≡ PFE - Pfizer Inc. Add 5.54% 108,735 0.04
≡ PHG - Koninklijke Philips Electronics NV Add 5.79% 107,117 0.04
≡ LYV - Live Nation Inc. Add 5.90% 12,947 0.03
≡ GSK - GSK plc Add 6.32% 69,925 0.04
≡ BXP - BXP Inc. Add 6.86% 18,712 0.02
≡ SW - Smurfit Westrock Plc Add 7.23% 507,289 0.29
≡ JOYY - JOYY Inc. Add 7.95% 58,190 0.04
≡ VEU - Vanguard FTSE All World ex US ETF Add 8.22% 734 0.00
≡ DEO - Diageo ADR Add 8.39% 36,156 0.05
≡ CCL - Carnival Corp. Add 9.56% 2,783,927 1.07
≡ XP - XP Inc. Add 11.30% 257,693 0.06
≡ ACWI - iShares MSCI ACWI ETF Add 11.43% 967 0.00
≡ WB - Weibo Corp. Add 11.67% 308,531 0.05
≡ BAP - Credicorp Ltd. Add 11.86% 22,870 0.08
≡ AZN - AstraZeneca PLC Add 11.95% 56,961 0.12
≡ GFI - Gold Fields Ltd. Add 13.99% 189,362 0.11
≡ CTSH - Cognizant Technology Solutions Add 14.29% 168,820 0.15
≡ BIIB - Biogen Inc. Add 15.03% 74,163 0.14
≡ MRK - Merck & Co. Add 15.41% 151,397 0.17
≡ SNY - Sanofi Aventis Add 16.64% 139,678 0.09
≡ MOMO - Hello Group Inc Spn ADR Add 19.10% 448,123 0.04
≡ TME - Tencent Music Entertainment Grp Add 20.16% 383,833 0.12
≡ FINV - Finvolution Group ADR Add 20.57% 483,580 0.05
≡ G - Genpact Ltd. Add 31.25% 447,261 0.25
≡ AXS - Axis Capital Holdings Ltd. Add 31.79% 201,880 0.26
≡ CGAU - Centerra Gold Inc Add 35.86% 227,876 0.03
≡ VIPS - Vipshop Holdings Ltd Add 37.60% 294,218 0.08