Copy Invest | Sonar Terminal

Sarah Ketterer - Causeway Capital Management

803 trades · 696 closed · 107 open · Win rate: 40.3% · Avg return: +27.4% · Median return: 0%

⚠ 4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
TSM - Taiwan Semiconductor	Q4 2011	$12.91	Open	$420.39	+3,156.31%	Open	History

CLS - Celestica Inc.	Q4 2022	$11.26	Open	$345.03	+2,964.21%	Open	History

PTRCY - Petrochina Co Ltd	Q4 2008	$6.06	Q2 2009	$110.00	+1,715.18%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2008	$25.40	Q2 2018	$245.34	+865.91%	Closed	History

MSFT - Microsoft Corp.	Q4 2011	$25.97	Q2 2020	$203.51	+683.63%	Closed	History

DQ - Daqo New Energy Corp	Q1 2018	$9.79	Q1 2021	$75.53	+671.66%	Closed	History

TTM - Tata Mtrs Ltd	Q4 2011	$3.61	Q4 2022	$23.11	+540.17%	Closed	History

DIS - The Walt Disney Co.	Q4 2008	$22.70	Q2 2015	$133.80	+489.43%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q1 2009	$2.60	Q1 2019	$14.30	+450.00%	Closed	History

GOOG - Alphabet Inc.	Q3 2020	$73.48	Open	$357.33	+386.29%	Open	History

ZIM - ZIM Integrated Shipping Services Ltd.	Q4 2021	$10.13	Q2 2022	$47.23	+366.24%	Closed	History

NTES - NetEase, Inc.	Q4 2014	$19.83	Q3 2021	$85.40	+330.70%	Closed	History

HDB - HDFC Bank Ltd.	Q4 2011	$6.56	Open	$25.97	+295.88%	Open	History

IBN - ICICI Bank Ltd.	Q4 2012	$7.93	Open	$29.00	+265.49%	Open	History

AU - AngloGold Ashanti plc	Q4 2024	$22.31	Open	$80.34	+260.11%	Open	History

C - Citigroup Inc.	Q4 2012	$38.59	Open	$133.27	+245.35%	Open	History

CLS - Celestica Inc.	Q1 2020	$3.50	Q1 2022	$11.91	+240.29%	Closed	History

ORCL - Oracle Corp.	Q4 2011	$25.66	Q4 2021	$87.21	+239.87%	Closed	History

AVVIY - Aviva Plc	Q1 2014	$21.08	Q2 2020	$69.59	+230.15%	Closed	History

AMALV - Arcelormittal SA Luxembourg	Q3 2016	$6.04	Q1 2019	$19.61	+224.67%	Closed	History

73HK - Ryanair Hldgs Plc	Q4 2011	$27.86	Q1 2016	$85.64	+207.39%	Closed	History

MT - ArcelorMittal S.A.	Q2 2020	$10.73	Q1 2022	$32.02	+198.42%	Closed	History

SODA - Sodastream International Ltd	Q1 2017	$48.33	Q3 2018	$143.21	+196.32%	Closed	History

NWG - NatWest Group plc	Q3 2023	$5.87	Open	$17.23	+193.53%	Open	History

NVS - Novartis AG	Q4 2011	$51.24	Open	$150.36	+193.46%	Open	History

MT - ArcelorMittal S.A.	Q2 2024	$22.93	Open	$66.99	+192.15%	Open	History

IBN - ICICI Bank Ltd.	Q1 2009	$2.42	Q3 2009	$7.03	+190.82%	Closed	History

MO - Altria Group, Inc.	Q4 2011	$29.61	Q4 2015	$83.46	+181.86%	Closed	History

BCS - Barclays PLC	Q4 2011	$10.14	Open	$27.53	+171.55%	Open	History

CFG - Citizens Financial Group, Inc.	Q2 2023	$26.08	Open	$70.32	+169.63%	Open	History

ING - ING Groep N.V.	Q1 2016	$12.27	Open	$32.75	+166.91%	Open	History

LFCHY - China Life Ins Co Ltd	Q4 2008	$25.03	Q3 2009	$65.75	+162.68%	Closed	History

BA - The Boeing Co.	Q3 2009	$54.17	Q3 2014	$138.81	+156.25%	Closed	History

BAP - Credicorp Ltd.	Q2 2024	$161.33	Open	$392.24	+143.13%	Open	History

AVGO - Broadcom Inc.	Q1 2020	$23.71	Q4 2022	$55.91	+135.82%	Closed	History

GA - Giant Interactive Group Inc	Q1 2012	$4.90	Q1 2014	$11.55	+135.71%	Closed	History

NVDA - NVIDIA Corp.	Q1 2024	$90.36	Open	$211.80	+134.41%	Open	History

VIPS - Vipshop Holdings Ltd.	Q2 2019	$8.63	Q2 2021	$20.08	+132.68%	Closed	History

SAP - Sap Se	Q4 2011	$52.95	Q3 2018	$123.00	+132.29%	Closed	History

SKM - Sk Telecom Ltd	Q4 2011	$22.42	Q2 2021	$51.73	+130.71%	Closed	History

TAL - TAL Education Group	Q4 2016	$11.69	Q4 2018	$26.67	+128.14%	Closed	History

ORCL - Oracle Corp.	Q1 2024	$125.67	Q3 2025	$281.24	+123.79%	Closed	History

CGAU - Centerra Gold Inc.	Q2 2025	$7.19	Open	$16.02	+122.81%	Open	History

VIPS - Vipshop Holdings Ltd.	Q3 2022	$8.41	Q4 2025	$17.69	+110.34%	Closed	History

JNJ - Johnson & Johnson	Q4 2011	$65.57	Q4 2016	$135.80	+107.11%	Closed	History

COP - ConocoPhillips	Q3 2020	$32.84	Q3 2021	$67.77	+106.36%	Closed	History

TIGO - Millicom International Cellular S.A.	Q3 2025	$48.54	Open	$98.16	+102.22%	Open	History

MMYT - MakeMyTrip Ltd.	Q4 2022	$27.57	Open	$55.75	+102.21%	Open	History

SNX - TD SYNNEX Corp.	Q4 2018	$40.42	Q4 2020	$81.44	+101.48%	Closed	History

PBYI - Puma Biotechnology Inc	Q1 2025	$2.96	Q4 2025	$5.95	+101.01%	Closed	History

SPR - Spirit Aerosystems Hldgs Inc	Q1 2020	$24.25	Q1 2021	$48.65	+100.62%	Closed	History

OUBSF - Ubs Ag	Q1 2009	$9.43	Q1 2015	$18.77	+99.05%	Closed	History

ADI - Analog Devices, Inc.	Q4 2023	$198.56	Open	$392.75	+97.80%	Open	History

WFC - Wells Fargo & Co.	Q4 2011	$27.55	Q2 2016	$54.14	+96.52%	Closed	History

PDD - PDD Holdings Inc.	Q2 2022	$61.80	Q1 2025	$118.35	+91.50%	Closed	History

FIX - Comfort Systems USA, Inc.	Q4 2025	$933.29	Open	$1,775.10	+90.20%	Open	History

META - Meta Platforms, Inc.	Q2 2021	$347.71	Open	$661.04	+90.11%	Open	History

VODD - Vodafone Group Plc New	Q1 2009	$17.43	Q1 2015	$32.68	+87.49%	Closed	History

TM - Toyota Motor Corp.	Q4 2011	$66.12	Q4 2015	$123.04	+86.09%	Closed	History

CCL - Carnival Corp. Ltd.	Q2 2013	$36.44	Q1 2017	$67.72	+85.84%	Closed	History

RIO - Rio Tinto Group	Q4 2008	$22.23	Q2 2009	$40.98	+84.39%	Closed	History

VIST - Vista Energy, S.A.B. de C.V.	Q2 2023	$24.12	Q3 2024	$44.18	+83.17%	Closed	History

TME - Tencent Music Entertainment Group	Q3 2022	$4.06	Q2 2023	$7.38	+81.77%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q2 2022	$174.86	Open	$314.39	+79.80%	Open	History

AXAHY - Axa	Q4 2011	$12.86	Q3 2013	$23.11	+79.70%	Closed	History

JOYY - JOYY Inc.	Q4 2019	$52.79	Q1 2021	$93.73	+77.55%	Closed	History

INMD - InMode Ltd.	Q3 2021	$39.86	Q4 2021	$70.57	+77.04%	Closed	History

KOF - Coca-Cola FEMSA, S.A.B. de C.V.	Q2 2022	$55.28	Q1 2024	$97.21	+75.85%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q3 2022	$45.16	Open	$79.37	+75.75%	Open	History

B - Barrick Mining Corp.	Q2 2025	$20.77	Open	$36.49	+75.69%	Open	History

SMFG - Sumitomo Mitsui Financial Group, Inc.	Q2 2025	$15.11	Open	$26.26	+73.79%	Open	History

JLL - Jones Lang LaSalle Inc.	Q2 2020	$103.46	Q1 2021	$179.04	+73.05%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q2 2022	$40.80	Open	$70.60	+73.04%	Open	History

INFY - Infosys Ltd.	Q4 2011	$6.42	Open	$11.05	+72.22%	Open	History

FCX - Freeport-McMoRan Inc.	Q1 2020	$6.75	Q2 2020	$11.57	+71.41%	Closed	History

SPIL - Siliconware Precision Inds L S	Q4 2011	$4.36	Q2 2015	$7.45	+70.87%	Closed	History

RDY - Dr Reddys Labs Ltd	Q4 2013	$8.20	Q3 2025	$13.98	+70.49%	Closed	History

ACWI - iShares MSCI ACWI ETF	Q3 2023	$92.37	Open	$156.94	+69.90%	Open	History

ABBNY - Abb Ltd	Q3 2016	$22.51	Q4 2021	$38.20	+69.70%	Closed	History

AAL - American Airlines Group Inc.	Q4 2013	$26.28	Q2 2014	$44.58	+69.63%	Closed	History

SE - Sea Ltd.	Q4 2024	$106.10	Q3 2025	$178.73	+68.45%	Closed	History

SHG - Shinhan Financial Group Co., Ltd.	Q3 2024	$42.37	Open	$71.27	+68.21%	Open	History

FDX - FedEx Corp.	Q4 2019	$121.85	Q3 2020	$202.68	+66.34%	Closed	History

JOYY - JOYY Inc.	Q1 2025	$41.98	Open	$69.71	+66.06%	Open	History

LYV - Live Nation Entertainment, Inc.	Q3 2024	$109.49	Open	$181.56	+65.82%	Open	History

WHR - Whirlpool Corp.	Q2 2012	$59.93	Q4 2012	$99.19	+65.51%	Closed	History

BTTGY - Tobacco Plc Adr Bt Group Plc Adr	Q4 2005	$38.37	Q4 2006	$62.50	+62.89%	Closed	History

SNDA - Shanda Interactive Entmt Ltd	Q4 2008	$487.50	Q2 2009	$784.05	+60.83%	Closed	History

EWT - iShares MSCI Taiwan ETF	Q3 2025	$63.62	Open	$101.88	+60.14%	Open	History

FE - FirstEnergy Corp.	Q4 2017	$30.62	Q4 2019	$48.60	+58.72%	Closed	History

AXAHY - Axa	Q1 2009	$11.98	Q2 2009	$18.96	+58.26%	Closed	History

FISV - Fiserv, Inc.	Q4 2020	$113.86	Q3 2024	$179.65	+57.78%	Closed	History

WX - Wuxi Pharmatech Cayman Inc	Q3 2013	$27.40	Q3 2015	$43.21	+57.70%	Closed	History

TXN - Texas Instruments Inc.	Q1 2026	$194.14	Open	$305.55	+57.39%	Open	History

SMFG - Sumitomo Mitsui Financial Group, Inc.	Q2 2013	$9.22	Q4 2024	$14.49	+57.16%	Closed	History

UNH - UnitedHealth Group Inc.	Q1 2026	$270.59	Open	$425.19	+57.13%	Open	History

EFXT - Enerflex Ltd.	Q4 2025	$15.44	Open	$24.26	+57.12%	Open	History

LLY - Eli Lilly and Co.	Q3 2014	$70.75	Q4 2018	$111.11	+57.05%	Closed	History

PKX - Posco	Q2 2016	$44.50	Q1 2023	$69.69	+56.61%	Closed	History

BBL - Bhp Billiton Plc	Q2 2017	$30.76	Q1 2019	$48.12	+56.44%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.