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.
Get email alerts when Sarah Ketterer files a new 13F — sign in or create a free account.
Updated 2026-09-12 from SEC 13F data.
Live quotes available for 43 of 80 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 5.46% | Reduce -1.0% | 3,117,733 | $157.46M | $50.50 | No quote |
| 2 | C | CITIGROUP INC | 5.19% | Reduce -3.4% | 2,654,504 | $149.56M | $56.34 | No quote |
| 3 | CSX | CSX CORP | 4.55% | Add +0.9% | 3,767,251 | $131.1M | $34.80 | No quote |
| 4 | EMC | E M C CORP MASS | 4.48% | Add +0.1% | 4,049,659 | $129.14M | No quote | No quote |
| 5 | ORCL | ORACLE CORP | 4.43% | Add +2.3% | 3,074,189 | $127.73M | $41.55 | No quote |
| 6 | RYAAY | RYANAIR HLDGS PLC | 4.28% | Add +6.7% | 2,184,232 | $123.26M | $56.43 | No quote |
| 7 | CCL | CARNIVAL CORP | 3.59% | Add +44.0% | 2,362,400 | $103.39M | $43.76 | No quote |
| 8 | UNH | UNITEDHEALTH GROUP INC | 3.49% | Reduce -25.4% | 1,077,540 | $100.73M | $93.48 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 3.44% | Add +1.9% | 853,150 | $99.16M | $116.22 | No quote |
| 10 | LLY | LILLY ELI & CO | 3.28% | New | 1,338,392 | $94.69M | $70.75 | No quote |
| 11 | WFC | WELLS FARGO & CO NEW | 3.25% | Reduce -10.1% | 1,660,045 | $93.82M | $56.52 | No quote |
| 12 | FAF | FIRST AMERN FINL CORP | 3.24% | Add +1.3% | 3,163,438 | $93.42M | $29.53 | No quote |
| 13 | MO | ALTRIA GROUP INC | 3.22% | Add +0.8% | 1,851,600 | $92.83M | $50.14 | No quote |
| 14 | NOV | NATIONAL OILWELL VARCO INC | 3.15% | Reduce -5.6% | 1,097,075 | $90.96M | $82.91 | No quote |
| 15 | CVX | CHEVRON CORP NEW | 3.10% | New | 687,278 | $89.33M | $129.98 | No quote |
| 16 | PGR | PROGRESSIVE CORP OHIO | 2.96% | Add +2.6% | 3,096,446 | $85.31M | $27.55 | No quote |
| 17 | SKM | SK TELECOM LTD | 2.59% | Add +7.4% | 2,460,383 | $74.65M | No quote | No quote |
| 18 | SNX | SYNNEX CORP | 2.58% | New | 1,056,109 | $74.38M | $70.43 | No quote |
| 19 | APOL | APOLLO ED GROUP INC | 2.52% | Add +2.9% | 2,655,220 | $72.79M | No quote | No quote |
| 20 | MAT | MATTEL INC | 2.30% | Add +685.0% | 1,986,025 | $66.34M | $33.40 | No quote |
| 21 | USG | U S G CORP | 2.23% | Add +16.2% | 2,148,700 | $64.35M | No quote | No quote |
| 22 | EPI | WISDOMTREE TRUST | 1.88% | Reduce -2.5% | 2,477,900 | $54.29M | No quote | No quote |
| 23 | BA | BOEING CO | 1.74% | Reduce -36.0% | 361,762 | $50.22M | $138.81 | No quote |
| 24 | DIS | DISNEY WALT CO | 1.66% | Reduce -4.4% | 492,400 | $47.8M | $97.07 | No quote |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.17% | Add +24.3% | 1,668,833 | $33.68M | $20.18 | No quote |
| 26 | SNY | SANOFI | 1.16% | Add +4.6% | 593,929 | $33.52M | $56.43 | No quote |
| 27 | LO | LORILLARD INC | 1.11% | Reduce -9.6% | 491,400 | $32.12M | No quote | No quote |
| 28 | CHL | CHINA MOBILE LIMITED | 1.11% | Add +1948.7% | 544,950 | $32.02M | No quote | No quote |
| 29 | NVS | NOVARTIS A G | 1.09% | Add +4.2% | 334,171 | $31.46M | $94.13 | No quote |
| 30 | ENL | REED ELSEVIER N V | 1.08% | Reduce -4.5% | 687,222 | $31.06M | No quote | No quote |
| 31 | BTI | BRITISH AMERN TOB PLC | 0.92% | Add +2.6% | 233,467 | $26.4M | $113.08 | No quote |
| 32 | UBS | UBS AG | 0.85% | Add +4.3% | 1,409,400 | $24.48M | $17.37 | No quote |
| 33 | TTM | TATA MTRS LTD | 0.80% | Add +29.6% | 524,803 | $22.94M | No quote | No quote |
| 34 | BCS | BARCLAYS PLC | 0.73% | Add +3.3% | 1,428,927 | $21.16M | $14.81 | No quote |
| 35 | LYG | LLOYDS BANKING GROUP PLC | 0.72% | Add +4.2% | 4,099,715 | $20.66M | $5.04 | No quote |
| 36 | HSBC | HSBC HOLDINGS PLC | 0.72% | Add +217.5% | 1,243,453 | $20.66M | $16.61 | No quote |
| 37 | VWO | VANGUARD INTL EQUITY INDEX F | 0.66% | Reduce -19.7% | 458,456 | $19.12M | $41.71 | No quote |
| 38 | TM | TOYOTA MOTOR CORP | 0.61% | Add +4.0% | 150,343 | $17.67M | No quote | No quote |
| 39 | AVVIY | AVIVA PLC | 0.57% | Add +4.9% | 965,314 | $16.35M | No quote | No quote |
| 40 | SMFG | SUMITOMO MITSUI FINL GROUP I | 0.53% | Add +4.5% | 1,855,904 | $15.22M | $8.20 | No quote |
| 41 | IBN | ICICI BK LTD | 0.52% | Add +2.2% | 306,800 | $15.06M | $49.10 | No quote |
| 42 | TTE | TOTAL S A | 0.51% | Add +22.7% | 226,966 | $14.63M | $64.45 | No quote |
| 43 | SIEGY | SIEMENS A G | 0.47% | Reduce -9.4% | 113,922 | $13.57M | No quote | No quote |
| 44 | VOD | VODAFONE GROUP PLC NEW | 0.46% | Add +5.7% | 401,886 | $13.22M | No quote | No quote |
| 45 | PBR-A | PETROLEO BRASILEIRO SA PETRO | 0.45% | Add +10.6% | 868,500 | $12.93M | $14.89 | No quote |
| 46 | CUK | CARNIVAL PLC | 0.44% | Add +2.9% | 319,728 | $12.77M | No quote | No quote |
| 47 | KMTUY | KOMATSU LTD | 0.41% | New | 514,629 | $11.92M | No quote | No quote |
| 48 | SAP | SAP AG | 0.41% | Reduce -17.3% | 162,919 | $11.76M | $72.16 | No quote |
| 49 | RIO | RIO TINTO PLC | 0.40% | Add +3.7% | 235,245 | $11.57M | $49.18 | No quote |
| 50 | AMX | AMERICA MOVIL SAB DE CV | 0.38% | Add +437000.0% | 437,100 | $11.02M | No quote | No quote |
| 51 | CS | CREDIT SUISSE GROUP | 0.38% | Add +13.5% | 392,600 | $10.85M | No quote | No quote |
| 52 | AXAHY | AXA | 0.34% | Add +6.0% | 399,135 | $9.83M | No quote | No quote |
| 53 | CEO | CNOOC LTD | 0.32% | Reduce -46.2% | 52,644 | $9.08M | No quote | No quote |
| 54 | IMO | IMPERIAL OIL LTD | 0.31% | Reduce -7.3% | 187,913 | $8.87M | $47.22 | No quote |
| 55 | CLZNY | CLARIANT AG | 0.31% | New | 514,341 | $8.85M | No quote | No quote |
| 56 | RDY | DR REDDYS LABS LTD | 0.31% | Reduce -13.9% | 167,800 | $8.82M | No quote | No quote |
| 57 | VALEP | VALE S A | 0.22% | Reduce -22.5% | 666,940 | $6.48M | No quote | No quote |
| 58 | WX | WUXI PHARMATECH CAYMAN INC | 0.22% | Add +43.4% | 180,700 | $6.33M | No quote | No quote |
| 59 | SNP | CHINA PETE & CHEM CORP | 0.17% | Reduce -7.8% | 54,610 | $4.77M | No quote | No quote |
| 60 | EEM | ISHARES | 0.16% | Reduce -77.3% | 113,362 | $4.71M | $41.56 | No quote |
| 61 | CYD | CHINA YUCHAI INTL LTD | 0.10% | Reduce -6.2% | 153,200 | $2.84M | $18.54 | No quote |
| 62 | PTR | PETROCHINA CO LTD | 0.06% | Reduce -10.0% | 13,507 | $1.74M | No quote | No quote |
| 63 | BRFS | BRF SA | 0.05% | - | 58,800 | $1.4M | No quote | No quote |
| 64 | KT | KT CORP | 0.04% | - | 75,800 | $1.23M | $16.21 | No quote |
| 65 | TV | GRUPO TELEVISA SA | 0.03% | - | 24,407 | $827K | No quote | No quote |
| 66 | HDB | HDFC BANK LTD | 0.02% | - | 9,816 | $457K | $46.56 | No quote |
| 67 | SPIL | SILICONWARE PRECISION INDS L | 0.01% | - | 62,669 | $427K | No quote | No quote |
| 68 | AUO | AU OPTRONICS CORP | 0.01% | Reduce -5.5% | 97,112 | $404K | No quote | No quote |
| 69 | SSLT | SESA GOA LTD | 0.01% | - | 22,775 | $393K | No quote | No quote |
| 70 | ASX | ADVANCED SEMICONDUCTOR ENGR | 0.01% | Reduce -62.6% | 60,996 | $360K | $5.90 | No quote |
| 71 | CHT | CHUNGHWA TELECOM CO LTD | 0.01% | - | 8,123 | $243K | No quote | No quote |
| 72 | UMC | UNITED MICROELECTRONICS CORP | 0.01% | - | 120,249 | $239K | $1.99 | No quote |
| 73 | INFY | INFOSYS LTD | 0.00% | Reduce -78.3% | 2,300 | $139K | $60.43 | No quote |
| 74 | WIT | WIPRO LTD | 0.00% | Reduce -50.3% | 9,800 | $119K | $12.14 | No quote |
| 80 | RDSA | ROYAL DUTCH SHELL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 79 | KEP | KOREA ELECTRIC PWR | - | Sold | 0 | $0 | No quote | No quote |
| 78 | FMX | FOMENTO ECONOMICO MEXICANO S | - | Sold | 0 | $0 | No quote | No quote |
| 77 | SBS | COMPANHIA DE SANEAMENTO BASI | - | Sold | 0 | $0 | No quote | No quote |
| 76 | APC | ANADARKO PETE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 75 | AAL | AMERICAN AIRLS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |