Sarah Ketterer - Causeway Capital Management
As of Q2 2026, Sarah Ketterer reported 122 long-equity positions worth $9.24B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.94%
- 1-year
- +11.27%
- 3-year
- +53.79%
- 5-year
- +43.35%
- 3-year vs S&P 500
- -20.75%
- 5-year vs S&P 500
- -31.09%
- 5-year top 5
- +0.23%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 43 of 78 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 5.56% | Add +15.8% | 3,148,133 | $136.19M | $43.26 | No quote |
| 2 | C | CITIGROUP INC | 5.47% | Add +23.6% | 2,747,704 | $134.07M | $48.79 | No quote |
| 3 | ORCL | ORACLE CORP | 5.15% | Add +17.5% | 3,004,889 | $126.13M | $41.98 | No quote |
| 4 | UNH | UNITEDHEALTH GROUP INC | 4.99% | Add +4.3% | 1,444,440 | $122.33M | $84.69 | No quote |
| 5 | CSX | CSX CORP | 4.86% | Add +58.4% | 3,732,451 | $119.07M | $31.90 | No quote |
| 6 | EMC | E M C CORP MASS | 4.51% | Add +45.7% | 4,045,759 | $110.56M | No quote | No quote |
| 7 | WFC | WELLS FARGO & CO NEW | 4.11% | Add +13.7% | 1,846,545 | $100.7M | $54.53 | No quote |
| 8 | NOV | NATIONAL OILWELL VARCO INC | 4.05% | Add +20.8% | 1,161,775 | $99.25M | $85.43 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 3.71% | Add +20.2% | 837,250 | $90.91M | $108.58 | No quote |
| 10 | FAF | FIRST AMERN FINL CORP | 3.67% | Add +37.2% | 3,123,338 | $90.02M | $28.82 | No quote |
| 11 | APOL | APOLLO ED GROUP INC | 3.41% | Add +33.0% | 2,580,020 | $83.65M | No quote | No quote |
| 12 | MO | ALTRIA GROUP INC | 3.27% | Add +19.5% | 1,837,700 | $80.04M | $43.55 | No quote |
| 13 | PGR | PROGRESSIVE CORP OHIO | 3.24% | Add +21.1% | 3,016,546 | $79.36M | $26.31 | No quote |
| 14 | APC | ANADARKO PETE CORP | 3.20% | Reduce -13.2% | 690,174 | $78.36M | No quote | No quote |
| 15 | BA | BOEING CO | 3.03% | Reduce -13.8% | 565,022 | $74.23M | $131.38 | No quote |
| 16 | CCL | CARNIVAL CORP | 2.62% | Add +18.4% | 1,640,400 | $64.1M | $39.07 | No quote |
| 17 | USG | U S G CORP | 2.36% | New | 1,848,700 | $57.79M | No quote | No quote |
| 18 | EPI | WISDOMTREE TRUST | 2.33% | Add +18.5% | 2,541,700 | $57.11M | No quote | No quote |
| 19 | AAL | AMERICAN AIRLS GROUP INC | 2.20% | Reduce -55.5% | 1,211,799 | $54.02M | $44.58 | No quote |
| 20 | DIS | DISNEY WALT CO | 1.87% | Add +16.6% | 515,100 | $45.85M | $89.00 | No quote |
| 21 | SKM | SK TELECOM LTD | 1.58% | Add +7.5% | 2,291,788 | $38.7M | No quote | No quote |
| 22 | LO | LORILLARD INC | 1.40% | Add +8.5% | 543,700 | $34.38M | No quote | No quote |
| 23 | ENL | REED ELSEVIER N V | 1.32% | Add +10.4% | 719,663 | $32.37M | No quote | No quote |
| 24 | SNY | SANOFI | 1.21% | Add +12.0% | 567,921 | $29.69M | $52.27 | No quote |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.17% | Add +2.2% | 1,342,833 | $28.72M | $21.39 | No quote |
| 26 | NVS | NOVARTIS A G | 1.14% | Reduce -2.0% | 320,852 | $27.9M | $86.94 | No quote |
| 27 | BTI | BRITISH AMERN TOB PLC | 1.09% | Add +10.4% | 227,477 | $26.71M | $117.40 | No quote |
| 28 | VWO | VANGUARD INTL EQUITY INDEX F | 1.00% | New | 570,723 | $24.62M | $43.13 | No quote |
| 29 | UBS | UBS AG | 0.95% | Add +9.7% | 1,351,532 | $23.21M | $17.17 | No quote |
| 30 | EEM | ISHARES | 0.88% | New | 499,700 | $21.6M | $43.23 | No quote |
| 31 | BCS | BARCLAYS PLC | 0.86% | Add +26.3% | 1,383,120 | $21M | $15.18 | No quote |
| 32 | HSBC | HSBC HOLDINGS PLC | 0.85% | Add +16.8% | 391,613 | $20.91M | $53.39 | No quote |
| 33 | LYG | LLOYDS BANKING GROUP PLC | 0.81% | Add +10.3% | 3,933,885 | $19.75M | $5.02 | No quote |
| 34 | CEO | CNOOC LTD | 0.71% | Add +9.6% | 97,781 | $17.28M | No quote | No quote |
| 35 | TM | TOYOTA MOTOR CORP | 0.70% | Add +10.0% | 144,595 | $17.06M | No quote | No quote |
| 36 | TTM | TATA MTRS LTD | 0.65% | Reduce -5.3% | 404,903 | $15.82M | No quote | No quote |
| 37 | AVVIY | AVIVA PLC | 0.64% | Add +10.8% | 920,010 | $15.59M | No quote | No quote |
| 38 | SIEGY | SIEMENS A G | 0.63% | Reduce -33.2% | 125,787 | $15.54M | No quote | No quote |
| 39 | SAP | SAP AG | 0.63% | Add +58.6% | 196,896 | $15.45M | $78.49 | No quote |
| 40 | IBN | ICICI BK LTD | 0.61% | Add +2320.2% | 300,100 | $14.98M | $49.90 | No quote |
| 41 | SMFG | SUMITOMO MITSUI FINL GROUP I | 0.60% | Add +35.5% | 1,776,846 | $14.62M | $8.23 | No quote |
| 42 | KEP | KOREA ELECTRIC PWR | 0.58% | Add +7.7% | 1,541,876 | $14.28M | $9.26 | No quote |
| 43 | RIO | RIO TINTO PLC | 0.53% | Add +10.9% | 226,832 | $13M | $57.29 | No quote |
| 44 | VOD | VODAFONE GROUP PLC NEW | 0.52% | Add +12.1% | 380,139 | $12.63M | No quote | No quote |
| 45 | PBR-A | PETROLEO BRASILEIRO SA PETRO | 0.50% | Reduce -13.3% | 785,300 | $12.28M | $15.64 | No quote |
| 46 | TTE | TOTAL S A | 0.49% | Reduce -5.1% | 185,009 | $11.93M | $64.50 | No quote |
| 47 | CUK | CARNIVAL PLC | 0.46% | Add +41.0% | 310,873 | $11.23M | No quote | No quote |
| 48 | IMO | IMPERIAL OIL LTD | 0.42% | Reduce -28.2% | 202,696 | $10.41M | $51.34 | No quote |
| 49 | VALEP | VALE S A | 0.42% | Reduce -29.6% | 860,740 | $10.24M | No quote | No quote |
| 50 | MAT | MATTEL INC | 0.42% | New | 253,000 | $10.23M | $40.43 | No quote |
| 51 | CS | CREDIT SUISSE GROUP | 0.38% | Add +23.2% | 345,850 | $9.37M | No quote | No quote |
| 52 | AXAHY | AXA | 0.35% | Add +13.0% | 376,447 | $8.66M | No quote | No quote |
| 53 | RDSA | ROYAL DUTCH SHELL PLC | 0.35% | Reduce -48.7% | 104,257 | $8.53M | No quote | No quote |
| 54 | RDY | DR REDDYS LABS LTD | 0.34% | Reduce -54.2% | 194,800 | $8.41M | No quote | No quote |
| 55 | SNP | CHINA PETE & CHEM CORP | 0.23% | Reduce -23.6% | 59,210 | $5.63M | No quote | No quote |
| 56 | RYAAY | RYANAIR HLDGS PLC | 0.20% | Add +0.3% | 2,046,620 | $4.88M | $2.38 | No quote |
| 57 | WX | WUXI PHARMATECH CAYMAN INC | 0.17% | Reduce -20.0% | 126,000 | $4.14M | No quote | No quote |
| 58 | CYD | CHINA YUCHAI INTL LTD | 0.14% | Reduce -3.3% | 163,300 | $3.47M | $21.22 | No quote |
| 59 | PTR | PETROCHINA CO LTD | 0.08% | Add +1.4% | 15,007 | $1.88M | No quote | No quote |
| 60 | BRFS | BRF SA | 0.06% | - | 58,800 | $1.43M | No quote | No quote |
| 61 | CHL | CHINA MOBILE LIMITED | 0.05% | Add +1.5% | 26,600 | $1.29M | No quote | No quote |
| 62 | KT | KT CORP | 0.05% | Reduce -50.5% | 75,800 | $1.15M | $15.15 | No quote |
| 63 | ASX | ADVANCED SEMICONDUCTOR ENGR | 0.04% | Add +7.2% | 163,296 | $1.06M | $6.50 | No quote |
| 64 | TV | GRUPO TELEVISA SA | 0.03% | - | 24,407 | $837K | No quote | No quote |
| 65 | INFY | INFOSYS LTD | 0.02% | Reduce -35.0% | 10,600 | $570K | $53.77 | No quote |
| 66 | SPIL | SILICONWARE PRECISION INDS L | 0.02% | Reduce -44.0% | 62,669 | $515K | No quote | No quote |
| 67 | HDB | HDFC BANK LTD | 0.02% | - | 9,816 | $460K | $46.86 | No quote |
| 68 | SSLT | SESA GOA LTD | 0.02% | Reduce -28.1% | 22,775 | $441K | No quote | No quote |
| 69 | AUO | AU OPTRONICS CORP | 0.02% | - | 102,712 | $430K | No quote | No quote |
| 70 | UMC | UNITED MICROELECTRONICS CORP | 0.01% | - | 120,249 | $290K | $2.41 | No quote |
| 71 | CHT | CHUNGHWA TELECOM CO LTD | 0.01% | - | 8,123 | $260K | No quote | No quote |
| 72 | WIT | WIPRO LTD | 0.01% | - | 19,700 | $234K | $11.88 | No quote |
| 73 | FMX | FOMENTO ECONOMICO MEXICANO S | 0.01% | Reduce -88.3% | 2,300 | $215K | $93.48 | No quote |
| 74 | SBS | COMPANHIA DE SANEAMENTO BASI | 0.00% | Reduce -95.1% | 8,000 | $86K | No quote | No quote |
| 75 | AMX | AMERICA MOVIL SAB DE CV | 0.00% | Reduce -100.0% | 100 | $2K | No quote | No quote |
| 78 | WU | WESTERN UN CO | - | Sold | 0 | $0 | No quote | No quote |
| 77 | GA | GIANT INTERACTIVE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 76 | ABBNY | ABB LTD | - | Sold | 0 | $0 | No quote | No quote |