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 2026-06-06 from SEC 13F data.
Live quotes available for 70 of 95 rows. Rows without a quote are marked unavailable.
| 1 | RYAAY | RYANAIR HOLDINGS PLC | 16.71% | New | 7,697,953 | $575.5M | $74.76 | |
| 2 | CNI | CANADIAN NATIONAL RAILWAY CO | 14.60% | Reduce -9.1% | 4,237,427 | $503.09M | $118.73 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.61% | Reduce -9.2% | 3,058,834 | $227.85M | $74.49 | |
| 4 | BABA | ALIBABA GROUP HOLDING LTD | 3.54% | Add +37.1% | 1,384,838 | $121.99M | $88.09 | |
| 5 | CNXC | CONCENTRIX CORP | 2.43% | Reduce -1.9% | 628,313 | $83.67M | $133.16 | |
| 6 | DIS | WALT DISNEY CO/THE | 1.99% | Add +24.3% | 788,927 | $68.54M | $86.88 | |
| 7 | G | GENPACT LTD | 1.97% | Reduce -31.4% | 1,467,140 | $67.96M | $46.32 | |
| 8 | PDD | PINDUODUO INC | 1.93% | Add +62.2% | 813,151 | $66.31M | $81.55 | |
| 9 | FI | FISERV INC | 1.90% | Reduce -22.3% | 647,477 | $65.44M | No quote | No quote |
| 10 | BERY | BERRY GLOBAL GROUP INC | 1.89% | Reduce -18.2% | 1,078,587 | $65.18M | No quote | No quote |
| 11 | BKNG | BOOKING HOLDINGS INC | 1.84% | Reduce -20.0% | 31,513 | $63.51M | $2015.28 | |
| 12 | LVS | LAS VEGAS SANDS CORP | 1.81% | Reduce -42.5% | 1,294,587 | $62.23M | $48.07 | |
| 13 | GOOG | ALPHABET INC | 1.76% | Add +4.1% | 684,943 | $60.77M | $88.73 | |
| 14 | CARR | CARRIER GLOBAL CORP | 1.73% | Reduce -2.5% | 1,445,803 | $59.64M | $41.25 | |
| 15 | C | CITIGROUP INC | 1.70% | Add +27.4% | 1,297,826 | $58.7M | $45.23 | |
| 16 | ZBH | ZIMMER BIOMET HOLDINGS INC | 1.60% | Reduce -5.9% | 431,962 | $55.08M | $127.50 | |
| 17 | GE | GENERAL ELECTRIC CO | 1.60% | New | 655,810 | $54.95M | $83.79 | |
| 18 | IBN | ICICI BANK LTD | 1.56% | Reduce -15.4% | 2,455,065 | $53.74M | $21.89 | |
| 19 | WRK | WESTROCK CO | 1.52% | Add +14.2% | 1,488,996 | $52.35M | No quote | No quote |
| 20 | MDLZ | MONDELEZ INTERNATIONAL INC | 1.48% | Reduce -16.3% | 763,782 | $50.91M | $66.65 | |
| 21 | JD | JD.COM INC | 1.36% | Add +49.5% | 836,240 | $46.94M | $56.13 | |
| 22 | QFIN | 360 DIGITECH INC | 1.36% | Add +17.3% | 2,298,521 | $46.8M | $20.36 | |
| 23 | TME | TENCENT MUSIC ENTERTAINMENT GROUP | 1.35% | Add +64.8% | 5,632,488 | $46.64M | $8.28 | |
| 24 | FINV | FINVOLUTION GROUP | 1.19% | New | 8,270,022 | $41.02M | $4.96 | |
| 25 | META | META PLATFORMS INC | 1.09% | Reduce -4.4% | 312,243 | $37.58M | $120.34 | |
| 26 | PBR/A | PETROLEO BRASILEIRO SACUSIP 71654V101 | 1.07% | Reduce -9.4% | 3,963,694 | $36.82M | No quote | No quote |
| 27 | PUK | PRUDENTIAL PLC | 1.05% | Add +3.4% | 1,310,509 | $36.01M | $27.48 | |
| 28 | SNX | TD SYNNEX CORP | 1.01% | Reduce -4.2% | 368,775 | $34.93M | $94.71 | |
| 29 | VIPS | VIPSHOP HOLDINGS LTD | 1.00% | Add +449.1% | 2,528,434 | $34.49M | $13.64 | |
| 30 | LDOS | LEIDOS HOLDINGS INC | 0.99% | Reduce -49.1% | 325,545 | $34.24M | $105.19 | |
| 31 | DQ | DAQO NEW ENERGY CORP | 0.88% | Reduce -4.4% | 784,255 | $30.28M | No quote | No quote |
| 32 | AVTR | AVANTOR INC | 0.83% | Add +45.0% | 1,362,265 | $28.73M | $21.09 | |
| 33 | SAP | SAP SE | 0.81% | Reduce -3.7% | 269,757 | $27.84M | $103.19 | |
| 34 | WFC | WELLS FARGO & CO | 0.78% | Reduce -39.8% | 652,582 | $26.95M | $41.29 | |
| 35 | BBD | BANCO BRADESCO SA | 0.73% | New | 8,713,912 | $25.1M | No quote | No quote |
| 36 | SABR | SABRE CORP | 0.66% | Reduce -9.1% | 3,661,979 | $22.63M | $6.18 | |
| 37 | UL | UNILEVER PLC | 0.64% | Reduce -13.4% | 437,645 | $22.04M | $50.35 | |
| 38 | JLL | JONES LANG LASALLE INC | 0.63% | Add +6.6% | 136,119 | $21.69M | $159.37 | |
| 39 | TER | TERADYNE INC | 0.60% | New | 238,375 | $20.82M | $87.35 | |
| 40 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.60% | Reduce -7.0% | 1,330,042 | $20.75M | $15.60 | |
| 41 | AVGO | BROADCOM INC | 0.59% | Reduce -13.0% | 36,589 | $20.46M | $559.13 | |
| 42 | NVS | NOVARTIS AG | 0.59% | Reduce -17.7% | 222,832 | $20.22M | $90.72 | |
| 43 | BCS | BARCLAYS PLC | 0.58% | Add +5.8% | 2,548,012 | $19.87M | $7.80 | |
| 44 | SNY | SANOFI | 0.57% | Reduce -12.8% | 404,457 | $19.59M | $48.43 | |
| 45 | AZN | ASTRAZENECA PLC | 0.57% | Reduce -5.3% | 288,620 | $19.57M | $67.80 | |
| 46 | RELX | RELX PLC | 0.56% | Reduce -8.4% | 701,003 | $19.43M | $27.72 | |
| 47 | KSA | ISHARES MSCI SAUDI ARABIA ETF | 0.55% | Reduce -57.8% | 502,228 | $18.94M | $37.72 | |
| 48 | INFY | INFOSYS LTD | 0.53% | Reduce -49.6% | 1,019,249 | $18.36M | $18.01 | |
| 49 | ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 0.52% | Reduce -7.1% | 633,191 | $17.74M | $28.02 | |
| 50 | ING | ING GROEP NV | 0.45% | Reduce -32.7% | 1,273,863 | $15.5M | $12.17 | |
| 51 | SMFG | SUMITOMO MITSUI FINANCIAL GROUP INC | 0.38% | Reduce -6.1% | 1,623,736 | $13.02M | $8.02 | |
| 52 | BIDU | BAIDU INC | 0.37% | Reduce -37.3% | 112,516 | $12.87M | $114.38 | |
| 53 | ATHM | AUTOHOME INC | 0.36% | New | 410,057 | $12.55M | No quote | No quote |
| 54 | PHG | KONINKLIJKE PHILIPS NV | 0.36% | Add +9.8% | 826,691 | $12.39M | $14.99 | |
| 55 | BP | BP PLC | 0.32% | Reduce -4.3% | 316,851 | $11.07M | $34.93 | |
| 56 | RIO | RIO TINTO PLC | 0.32% | Reduce -1.6% | 153,074 | $10.9M | $71.20 | |
| 57 | HDB | HDFC BANK LTD | 0.31% | Reduce -1.2% | 154,659 | $10.58M | $68.41 | |
| 58 | BUD | ANHEUSER-BUSCH INBEV SA/NV | 0.30% | Add +33.1% | 174,453 | $10.47M | $60.04 | |
| 59 | TTE | TOTALENERGIES SE | 0.30% | Reduce -21.5% | 165,836 | $10.3M | $62.08 | |
| 60 | VEA | VANGUARD FTSE DEVELOPED ETF | 0.27% | Reduce -38.5% | 223,851 | $9.4M | $41.97 | |
| 61 | KOF | COCA-COLA FEMSA SAB DE CV | 0.25% | Reduce -13.3% | 125,225 | $8.5M | $67.88 | |
| 62 | GSK | GSK PLC | 0.24% | Add +29.1% | 237,033 | $8.33M | $35.14 | |
| 63 | TTM | TATA MOTORS LTD | 0.24% | Reduce -1.3% | 351,070 | $8.11M | No quote | No quote |
| 64 | PKX | POSCO HOLDINGS INC | 0.22% | Reduce -16.5% | 140,402 | $7.65M | No quote | No quote |
| 65 | BTI | BRITISH AMERICAN TOBACCO PLC | 0.21% | Reduce -31.1% | 185,204 | $7.4M | $39.98 | |
| 66 | MOMO | HELLO GROUP INC | 0.16% | Add +44.9% | 615,635 | $5.53M | $8.98 | |
| 67 | RDY | DR REDDY'S LABORATORIES LTD | 0.15% | Add +17.3% | 100,822 | $5.22M | No quote | No quote |
| 68 | INDA | ISHARES MSCI INDIA ETF | 0.13% | Reduce -50.9% | 104,450 | $4.36M | $41.74 | |
| 69 | MMYT | MAKEMYTRIP LTD | 0.13% | New | 157,957 | $4.35M | $27.57 | |
| 70 | CLS | CELESTICA INC | 0.11% | New | 333,794 | $3.76M | $11.26 | |
| 71 | CPG | CRESCENT POINT ENERGY CORP | 0.10% | New | 466,196 | $3.32M | No quote | No quote |
| 72 | MT | ARCELORMITTAL SA | 0.09% | Reduce -43.2% | 112,672 | $2.95M | $26.22 | |
| 73 | VSS | VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | 0.07% | New | 22,691 | $2.33M | $102.81 | |
| 74 | KB | KB FINANCIAL GROUP INC | 0.05% | - | 41,725 | $1.61M | $38.66 | |
| 75 | INMD | INMODE LTD | 0.05% | New | 45,119 | $1.61M | $35.70 | |
| 76 | WIT | WIPRO LTD | 0.04% | Reduce -2.2% | 320,065 | $1.49M | $4.66 | |
| 77 | EFA | ISHARES MSCI EAFE ETF | 0.04% | Reduce -99.5% | 19,596 | $1.29M | $65.64 | |
| 78 | UMC | UNITED MICROELECTRONICS CORP | 0.03% | Reduce -18.0% | 141,145 | $921.68K | No quote | No quote |
| 79 | VALE | VALE SA | 0.03% | Reduce -98.0% | 51,213 | $869.09K | $16.97 | |
| 80 | SMIN | ISHARES MSCI INDIA SMALL-CAP ETF | 0.02% | Reduce -59.7% | 14,581 | $754.71K | $51.76 | |
| 81 | TRMD | TORM PLC | 0.02% | New | 23,440 | $667.42K | $28.47 | |
| 82 | ERF | ENERPLUS CORP | 0.01% | New | 25,478 | $449.41K | No quote | No quote |
| 83 | CGAU | CENTERRA GOLD INC | 0.01% | New | 74,000 | $382.85K | $5.17 | |
| 95 | TCOM | TRIP COM GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 94 | SPY | SPDR S&P 500 ETF TRUST | - | Sold | 0 | $0 | No quote | No quote |
| 93 | RYAAY | RYANAIR HLDGS PLC | - | Sold | 0 | $0 | No quote | No quote |
| 92 | NTES | NETEASE INC | - | Sold | 0 | $0 | No quote | No quote |
| 91 | KWEB | KRANESHARES CSI CHINA INTERNET ETF | - | Sold | 0 | $0 | No quote | No quote |
| 90 | URTH | ISHARES MSCI WORLD ETF | - | Sold | 0 | $0 | No quote | No quote |
| 89 | EWY | ISHARES MSCI SOUTH KOREA ETF | - | Sold | 0 | $0 | No quote | No quote |
| 88 | EFV | ISHARES MSCI EAFE VALUE ETF | - | Sold | 0 | $0 | No quote | No quote |
| 87 | ACWI | ISHARES MSCI ACWI ETF | - | Sold | 0 | $0 | No quote | No quote |
| 86 | FXI | ISHARES CHINA LARGE-CAP ETF | - | Sold | 0 | $0 | No quote | No quote |
| 85 | GE | GENERAL ELECTRIC CO | - | Sold | 0 | $0 | No quote | No quote |
| 84 | CIB | BANCOLOMBIA S APREF | - | Sold | 0 | $0 | No quote | No quote |