Sarah Ketterer
Causeway Capital Management LLC
Value
7.3B
Stocks
108 Stocks (14 new)
Turnover
5.0%
CIK
1165797
Top Holdings
CCL(14.26%) CP(12.78%) SW(10.18%) DB(7.59%) B(3.64%)
About Investor
Established investor leading Causeway Capital Management LLC, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Sarah Ketterer Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| CCL | - | CARNIVAL CORP | Consumer Discretionary | 1,036.7M | 33.9M | 14.3% | 2,032,781 | 6.4% | 44,780.2M |
| CP | - | CANADIAN PACIFIC KANSAS CITY LTD | Industrials | 928.6M | 12.6M | 12.8% | -926,071 | -6.8% | 75,178.2M |
| SW | - | SMURFIT WESTROCK PLC | Materials | 739.9M | 19.1M | 10.2% | 11,609,896 | 154.3% | 26,968.9M |
| DB | - | DEUTSCHE BANK AG | Financials | 551.7M | 14.2M | 7.6% | -3,424,411 | -19.4% | 69,191.8M |
| B | - | BARRICK MINING CORP | Materials | 264.5M | 6.1M | 3.6% | -9,600,845 | -61.2% | 80,341.9M |
| BABA | - | ALIBABA GROUP HOLDING LTD | Consumer Discretionary | 176.3M | 1.2M | 2.4% | -28,415 | -2.3% | 372,542.8M |
| TSM | - | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Information Technology | 155.5M | 511.7K | 2.1% | 3,969 | 0.8% | 1,880,211.6M |
| CTSH | - | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Information Technology | 128.8M | 1.6M | 1.8% | 202,183 | 15.0% | 32,250.4M |
| GOOG | - | ALPHABET INC | Communication Services | 116.1M | 370.0K | 1.6% | -262,157 | -41.5% | 3,665,633.0M |
| MRK | - | MERCK & CO INC | Health Care | 110.0M | 1.0M | 1.5% | -89,440 | -7.9% | 301,707.2M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
SW
Smurfit Westroc...
|
- | $513.2M | 12M | 154.3% | 10.18% | Increased |
|
ALK
Alaska Air Grou...
|
- | $72.2M | 1M | - | 0.99% | New |
|
GPK
Graphic Packagi...
|
- | $49.2M | 2M | 74.1% | 0.94% | Increased |
|
CCL
Carnival Corp
|
- | $39.5M | 2M | 6.4% | 14.26% | Increased |
|
INFY
Infosys Ltd
|
- | $39.0M | 2M | 774.3% | 0.61% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
B
Barrick Mining ...
|
- | $183.8M | 10M | -61.2% | 3.64% | Decreased |
|
DB
Deutsche Bank A...
|
- | $79.4M | 3M | -19.4% | 7.59% | Decreased |
|
NTES
Netease Inc
|
- | $64.8M | 638K | - | 0.00% | Sold Out |
|
CP
Canadian Pacifi...
|
- | $64.7M | 926K | -6.8% | 12.78% | Decreased |
|
GSK
Gsk Plc
|
- | $42.9M | 1M | -97.1% | 0.02% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Materials | 13.3% | 17.4% | +4.1% |
| Financials | 19.3% | 17.5% | -1.8% |
| Industrials | 19.5% | 17.7% | -1.8% |
| Communication Services | 7.3% | 6.1% | -1.1% |
| Other | 1.0% | 1.8% | +0.9% |
| Utilities | 1.3% | 0.8% | -0.5% |
| Health Care | 7.8% | 8.2% | +0.5% |
