Sarah Ketterer - Causeway Capital Management
As of Q1 2026, this manager reported 107 long-equity positions worth $8.15B in aggregate.
As of Q1 2026, Sarah Ketterer's Causeway Capital Management held 107 long-equity positions with a reported value of $8.15B.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 69 of 93 rows. Rows without a quote are marked unavailable.
| 1 | RYAAY | RYANAIR HOLDINGS PLC | 20.90% | Add +20.1% | 9,242,910 | $871.51M | $94.29 | |
| 2 | CNI | CANADIAN NATIONAL RAILWAY CO | 13.38% | Add +11.7% | 4,732,894 | $557.77M | $117.85 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.10% | Reduce -10.5% | 2,736,507 | $254.55M | $93.02 | |
| 4 | UBS | UBS GROUP AG | 4.89% | New | 9,650,640 | $203.85M | $21.12 | |
| 5 | BBD | BANCO BRADESCO SA | 3.49% | Add +537.7% | 55,569,677 | $145.59M | No quote | No quote |
| 6 | BABA | ALIBABA GROUP HOLDING LTD | 3.26% | Reduce -3.8% | 1,332,096 | $136.11M | $102.18 | |
| 7 | GOOG | ALPHABET INC | 2.28% | Add +33.3% | 912,756 | $94.93M | $104.00 | |
| 8 | DIS | WALT DISNEY CO/THE | 1.89% | Add +0.0% | 789,059 | $79.01M | $100.13 | |
| 9 | FI | FISERV INC | 1.86% | Add +5.9% | 685,594 | $77.49M | No quote | No quote |
| 10 | CNXC | CONCENTRIX CORP | 1.82% | Reduce -0.4% | 625,631 | $76.05M | $121.55 | |
| 11 | META | META PLATFORMS INC | 1.64% | Add +3.4% | 322,736 | $68.4M | $211.94 | |
| 12 | G | GENPACT LTD | 1.64% | Add +0.7% | 1,477,351 | $68.28M | $46.22 | |
| 13 | C | CITIGROUP INC | 1.60% | Add +9.3% | 1,419,071 | $66.54M | $46.89 | |
| 14 | WRK | WESTROCK CO | 1.55% | Add +42.2% | 2,117,015 | $64.51M | No quote | No quote |
| 15 | CARR | CARRIER GLOBAL CORP | 1.52% | Reduce -4.0% | 1,387,599 | $63.48M | $45.75 | |
| 16 | PDD | PDD HOLDINGS INC | 1.49% | Add +1.0% | 820,918 | $62.31M | $75.90 | |
| 17 | MDLZ | MONDELEZ INTERNATIONAL INC | 1.38% | Add +8.3% | 826,837 | $57.65M | $69.72 | |
| 18 | BERY | BERRY GLOBAL GROUP INC | 1.38% | Reduce -9.3% | 978,019 | $57.61M | No quote | No quote |
| 19 | ZBH | ZIMMER BIOMET HOLDINGS INC | 1.31% | Reduce -1.9% | 423,890 | $54.77M | $129.20 | |
| 20 | TME | TENCENT MUSIC ENTERTAINMENT GROUP | 1.26% | Add +12.9% | 6,361,744 | $52.68M | $8.28 | |
| 21 | BAP | CREDICORP LTD | 1.22% | New | 384,722 | $50.93M | $132.39 | |
| 22 | SNX | TD SYNNEX CORP | 1.17% | Add +37.2% | 505,856 | $48.96M | $96.79 | |
| 23 | VIPS | VIPSHOP HOLDINGS LTD | 1.12% | Add +21.4% | 3,068,182 | $46.58M | $15.18 | |
| 24 | LDOS | LEIDOS HOLDINGS INC | 1.04% | Add +44.8% | 471,245 | $43.38M | $92.06 | |
| 25 | QFIN | 360 DIGITECH INC | 1.01% | Reduce -5.1% | 2,180,909 | $42.31M | $19.40 | |
| 26 | FINV | FINVOLUTION GROUP | 0.90% | Add +8.5% | 8,973,876 | $37.42M | $4.17 | |
| 27 | IBN | ICICI BANK LTD | 0.86% | Reduce -32.3% | 1,663,273 | $35.89M | $21.58 | |
| 28 | SAP | SAP SE | 0.86% | Add +4.9% | 282,974 | $35.81M | $126.55 | |
| 29 | GGB | GERDAU SA | 0.84% | New | 7,063,831 | $34.82M | $4.93 | |
| 30 | JLL | JONES LANG LASALLE INC | 0.77% | Add +61.8% | 220,239 | $32.04M | $145.49 | |
| 31 | PCG | PG&E CORP | 0.76% | New | 1,949,856 | $31.53M | $16.17 | |
| 32 | DQ | DAQO NEW ENERGY CORP | 0.75% | Reduce -15.3% | 663,869 | $31.1M | No quote | No quote |
| 33 | AVTR | AVANTOR INC | 0.73% | Add +6.2% | 1,446,123 | $30.57M | $21.14 | |
| 34 | PUK | PRUDENTIAL PLC | 0.66% | Reduce -22.8% | 1,011,726 | $27.66M | $27.34 | |
| 35 | NVS | NOVARTIS AG | 0.54% | Add +10.3% | 245,707 | $22.61M | $92.00 | |
| 36 | AZN | ASTRAZENECA PLC | 0.54% | Add +12.2% | 323,703 | $22.47M | $69.41 | |
| 37 | RELX | RELX PLC | 0.53% | Reduce -2.6% | 682,880 | $22.15M | $32.44 | |
| 38 | EXE | CHESAPEAKE ENERGY CORP | 0.53% | New | 291,027 | $22.13M | $76.04 | |
| 39 | BCS | BARCLAYS PLC | 0.51% | Add +15.4% | 2,941,009 | $21.15M | $7.19 | |
| 40 | JD | JD.COM INC | 0.49% | Reduce -44.4% | 464,782 | $20.4M | $43.89 | |
| 41 | MOMO | HELLO GROUP INC | 0.48% | Add +258.7% | 2,208,259 | $20.1M | $9.10 | |
| 42 | ATHM | AUTOHOME INC | 0.48% | Add +45.7% | 597,557 | $20M | No quote | No quote |
| 43 | UL | UNILEVER PLC | 0.48% | Reduce -12.0% | 385,066 | $20M | $51.93 | |
| 44 | ING | ING GROEP NV | 0.46% | Add +26.8% | 1,615,635 | $19.18M | $11.87 | |
| 45 | SNY | SANOFI | 0.45% | Reduce -15.3% | 342,418 | $18.63M | $54.42 | |
| 46 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.45% | Reduce -15.1% | 1,129,366 | $18.61M | $16.48 | |
| 47 | PHG | KONINKLIJKE PHILIPS NV | 0.44% | Add +21.8% | 1,006,811 | $18.47M | $18.35 | |
| 48 | ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 0.40% | Reduce -10.2% | 568,908 | $16.77M | $29.48 | |
| 49 | LVS | LAS VEGAS SANDS CORP | 0.39% | Reduce -78.2% | 282,413 | $16.22M | $57.45 | |
| 50 | INFY | INFOSYS LTD | 0.38% | Reduce -11.9% | 897,726 | $15.66M | $17.44 | |
| 51 | SABR | SABRE CORP | 0.36% | Reduce -3.1% | 3,547,402 | $15.22M | $4.29 | |
| 52 | SMFG | SUMITOMO MITSUI FINANCIAL GROUP INC | 0.32% | Add +2.7% | 1,667,593 | $13.34M | $8.00 | |
| 53 | JKS | JINKOSOLAR HOLDING CO LTD | 0.27% | New | 223,504 | $11.4M | No quote | No quote |
| 54 | GSK | GSK PLC | 0.27% | Add +34.6% | 319,160 | $11.36M | $35.58 | |
| 55 | KSA | ISHARES MSCI SAUDI ARABIA ETF | 0.27% | Reduce -42.7% | 287,960 | $11.15M | $38.73 | |
| 56 | RIO | RIO TINTO PLC | 0.26% | Add +1.5% | 155,414 | $10.66M | $68.60 | |
| 57 | VEA | VANGUARD FTSE DEVELOPED ETF | 0.25% | Add +3.9% | 232,638 | $10.51M | $45.17 | |
| 58 | DEO | DIAGEO PLC | 0.24% | New | 55,630 | $10.08M | $181.18 | |
| 59 | KOF | COCA-COLA FEMSA SAB DE CV | 0.23% | Reduce -6.5% | 117,020 | $9.42M | $80.47 | |
| 60 | BIDU | BAIDU INC | 0.22% | Reduce -45.2% | 61,625 | $9.3M | $150.92 | |
| 61 | BP | BP PLC | 0.22% | Reduce -22.6% | 245,123 | $9.3M | $37.94 | |
| 62 | BUD | ANHEUSER-BUSCH INBEV SA/NV | 0.22% | Reduce -20.9% | 137,930 | $9.2M | $66.73 | |
| 63 | RDY | DR REDDY'S LABORATORIES LTD | 0.22% | Add +59.6% | 160,966 | $9.16M | No quote | No quote |
| 64 | PKX | POSCO HOLDINGS INC | 0.22% | Reduce -8.0% | 129,209 | $9M | No quote | No quote |
| 65 | HIMX | HIMAX TECHNOLOGIES INC | 0.21% | New | 1,066,251 | $8.67M | No quote | No quote |
| 66 | TTE | TOTALENERGIES SE | 0.19% | Reduce -17.1% | 137,490 | $8.12M | $59.05 | |
| 67 | MMYT | MAKEMYTRIP LTD | 0.18% | Add +89.6% | 299,512 | $7.33M | $24.47 | |
| 68 | YPF | YPF SA | 0.17% | New | 632,206 | $6.94M | $10.98 | |
| 69 | HDB | HDFC BANK LTD | 0.17% | Reduce -33.1% | 103,462 | $6.9M | $66.67 | |
| 70 | BTI | BRITISH AMERICAN TOBACCO PLC | 0.16% | Add +4.7% | 193,827 | $6.81M | $35.12 | |
| 71 | VSS | VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | 0.12% | Add +110.0% | 47,647 | $5.2M | $109.24 | |
| 72 | INDA | ISHARES MSCI INDIA ETF | 0.10% | Reduce -1.3% | 103,137 | $4.06M | $39.36 | |
| 73 | CLS | CELESTICA INC | 0.07% | Reduce -32.5% | 225,333 | $2.9M | $12.88 | |
| 74 | CPG | CRESCENT POINT ENERGY CORP | 0.05% | Reduce -31.0% | 321,594 | $2.27M | No quote | No quote |
| 75 | UMC | UNITED MICROELECTRONICS CORP | 0.02% | Reduce -18.4% | 115,229 | $1.01M | No quote | No quote |
| 76 | KB | KB FINANCIAL GROUP INC | 0.02% | Reduce -36.9% | 26,332 | $959.01K | $36.42 | |
| 77 | ACWI | ISHARES MSCI ACWI ETF | 0.02% | New | 10,057 | $916.84K | $91.16 | |
| 78 | SMIN | ISHARES MSCI INDIA SMALL-CAP ETF | 0.02% | Reduce -1.2% | 14,401 | $716.32K | $49.74 | |
| 79 | WIT | WIPRO LTD | 0.01% | Reduce -67.9% | 102,776 | $461.46K | $4.49 | |
| 80 | TRMD | TORM PLC | 0.01% | Reduce -50.0% | 11,720 | $360.32K | $30.74 | |
| 81 | CGAU | CENTERRA GOLD INC | 0.01% | Reduce -50.0% | 37,000 | $238.67K | $6.45 | |
| 93 | WFC | WELLS FARGO & CO | - | Sold | 0 | $0 | No quote | No quote |
| 92 | VALE | VALE SA | - | Sold | 0 | $0 | No quote | No quote |
| 91 | TER | TERADYNE INC | - | Sold | 0 | $0 | No quote | No quote |
| 90 | TTM | TATA MOTORS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 89 | PBR/A | PETROLEO BRASILEIRO SACUSIP 71654V101 | - | Sold | 0 | $0 | No quote | No quote |
| 88 | EFA | ISHARES MSCI EAFE ETF | - | Sold | 0 | $0 | No quote | No quote |
| 87 | INMD | INMODE LTD | - | Sold | 0 | $0 | No quote | No quote |
| 86 | GE | GENERAL ELECTRIC CO | - | Sold | 0 | $0 | No quote | No quote |
| 85 | ERF | ENERPLUS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 84 | AVGO | BROADCOM INC | - | Sold | 0 | $0 | No quote | No quote |
| 83 | BKNG | BOOKING HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 82 | MT | ARCELORMITTAL SA | - | Sold | 0 | $0 | No quote | No quote |