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
SNX - TD SYNNEX Corp.	Q3 2014	$35.22	Q2 2016	$54.81	+55.63%	Closed	History

JD - JD.com, Inc.	Q3 2019	$28.21	Q1 2023	$43.89	+55.58%	Closed	History

MELI - MercadoLibre, Inc.	Q3 2020	$1,082.44	Q3 2021	$1,679.45	+55.15%	Closed	History

MFC - Manulife Financial Corp.	Q1 2009	$11.20	Q2 2009	$17.35	+54.91%	Closed	History

ITRN - Ituran Location and Control Ltd.	Q3 2025	$35.72	Open	$55.20	+54.54%	Open	History

NTES - NetEase, Inc.	Q3 2008	$4.56	Q2 2009	$7.03	+54.39%	Closed	History

AVFA - Advanced Semiconductor Engr	Q4 2011	$4.34	Q2 2015	$6.60	+52.07%	Closed	History

STT - State Street Corp.	Q4 2012	$45.96	Q2 2013	$69.30	+50.78%	Closed	History

73HK - Ryanair Hldgs Plc	Q3 2016	$62.50	Q4 2016	$93.75	+50.00%	Closed	History

LDOS - Leidos Holdings, Inc.	Q2 2018	$59.00	Q2 2023	$88.48	+49.97%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q1 2020	$84.14	Q1 2021	$126.05	+49.81%	Closed	History

DB - Deutsche Bank Aktiengesellschaft	Q1 2025	$23.83	Open	$35.64	+49.56%	Open	History

APC - Anadarko Pete Corp	Q1 2012	$76.00	Q2 2014	$113.53	+49.38%	Closed	History

NDAQ - Nasdaq, Inc.	Q2 2012	$7.41	Q3 2013	$11.05	+49.12%	Closed	History

VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares	Q4 2022	$102.81	Open	$153.08	+48.90%	Open	History

BBVA - Banco Bilbao Vizcaya Argenta	Q1 2020	$3.06	Q2 2022	$4.52	+47.71%	Closed	History

VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	Q4 2023	$56.14	Open	$82.85	+47.58%	Open	History

UBS - UBS Group AG	Q1 2023	$21.12	Q4 2023	$31.00	+46.78%	Closed	History

TAC - TransAlta Corp.	Q2 2024	$7.09	Q3 2024	$10.38	+46.40%	Closed	History

RYAAY - Ryanair Holdings plc	Q4 2022	$29.92	Q4 2024	$43.59	+45.71%	Closed	History

YZCAY - Yanzhou Coal	Q3 2008	$5.38	Q2 2012	$7.84	+45.66%	Closed	History

RIG - Transocean Ltd.	Q1 2009	$58.80	Q3 2009	$85.58	+45.54%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2008	$16.32	Q3 2009	$23.56	+44.36%	Closed	History

RENX - Relx NV	Q3 2015	$6,270.48	Q4 2017	$8,952.38	+42.77%	Closed	History

ALK - Alaska Air Group, Inc.	Q3 2020	$36.63	Q4 2020	$52.00	+41.96%	Closed	History

A - Agilent Technologies, Inc.	Q3 2012	$26.70	Q3 2013	$37.87	+41.85%	Closed	History

MOMO - Hello Group Inc	Q3 2022	$4.62	Q4 2025	$6.55	+41.77%	Closed	History

VEDL - Vedanta Ltd	Q2 2015	$10.80	Q3 2021	$15.28	+41.48%	Closed	History

BTG - B2Gold Corp.	Q2 2024	$2.68	Open	$3.79	+41.42%	Open	History

AXS - AXIS Capital Holdings Ltd.	Q3 2024	$79.61	Open	$112.44	+41.24%	Open	History

LO - Lorillard Inc	Q3 2013	$46.29	Q3 2014	$65.36	+41.20%	Closed	History

GFI - Gold Fields Ltd.	Q2 2025	$23.67	Open	$33.33	+40.81%	Open	History

AFL - Aflac Inc.	Q3 2020	$36.35	Q1 2021	$51.18	+40.80%	Closed	History

DEO - Diageo plc	Q3 2015	$107.79	Q1 2019	$151.52	+40.57%	Closed	History

ATAT - Atour Lifestyle Holdings Ltd.	Q4 2024	$26.89	Q3 2025	$37.59	+39.79%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q3 2023	$68.17	Q2 2024	$95.21	+39.67%	Closed	History

OPFI - Oppfi Inc	Q2 2024	$3.39	Q3 2024	$4.73	+39.53%	Closed	History

AVVIY - Aviva Plc	Q4 2011	$12.17	Q3 2013	$16.89	+38.81%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2015	$81.27	Open	$112.32	+38.21%	Open	History

INDA - iShares MSCI India ETF	Q2 2019	$35.30	Open	$48.73	+38.05%	Open	History

CAJPY - Canon Inc	Q4 2005	$39.22	Q4 2006	$54.05	+37.81%	Closed	History

AZN - AstraZeneca PLC	Q2 2021	$119.80	Open	$164.50	+37.31%	Open	History

ARCH - Arch Coal Inc	Q2 2017	$68.30	Q4 2017	$93.16	+36.40%	Closed	History

CPG - Crescent Pt Energy Corp	Q4 2021	$5.34	Q1 2022	$7.25	+35.77%	Closed	History

CCL - Carnival Corp. Ltd.	Q1 2025	$19.53	Open	$26.50	+35.69%	Open	History

YPF - YPF Sociedad Anónima	Q1 2023	$10.98	Q2 2023	$14.89	+35.61%	Closed	History

LINEUR - Linde Plc	Q1 2019	$175.93	Q3 2020	$238.13	+35.35%	Closed	History

ABBV - AbbVie Inc.	Q2 2023	$134.73	Q1 2024	$182.19	+35.23%	Closed	History

AAPL - Apple Inc.	Q3 2024	$233.00	Open	$314.86	+35.13%	Open	History

ASH - Ashland Inc.	Q4 2019	$76.53	Q2 2022	$103.04	+34.64%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q1 2009	$30.46	Q2 2009	$40.98	+34.54%	Closed	History

MOH - Molina Healthcare, Inc.	Q4 2011	$22.33	Q1 2013	$30.00	+34.35%	Closed	History

TNE - Manufacturing Ad International Tele Norte Sp	Q1 2007	$14.00	Q3 2009	$18.78	+34.14%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q4 2011	$69.71	Q2 2014	$93.48	+34.10%	Closed	History

SAP - Sap Se	Q1 2019	$115.46	Open	$154.81	+34.08%	Open	History

TSS - Total Sys Svcs Inc	Q4 2011	$19.56	Q2 2013	$26.03	+33.08%	Closed	History

CSX - CSX Corp.	Q1 2014	$10.16	Q4 2014	$13.49	+32.70%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2018	$41.73	Q3 2019	$55.32	+32.57%	Closed	History

CARR - Carrier Global Corp.	Q4 2020	$37.72	Q2 2023	$49.71	+31.79%	Closed	History

MT - ArcelorMittal S.A.	Q3 2022	$19.91	Q4 2022	$26.22	+31.69%	Closed	History

HAL - Halliburton Co.	Q2 2009	$20.69	Q3 2009	$27.12	+31.08%	Closed	History

ZBRA - Zebra Technologies Corp.	Q3 2023	$236.53	Q2 2024	$308.93	+30.61%	Closed	History

HMC - Honda Motor Ltd	Q1 2009	$23.70	Q3 2012	$30.90	+30.38%	Closed	History

EFA - iShares MSCI EAFE ETF	Q1 2024	$79.85	Open	$103.96	+30.19%	Open	History

COL - Rockwell Collins Inc	Q4 2008	$391.10	Q3 2009	$508.40	+29.99%	Closed	History

RELX - Relx Plc	Q1 2021	$25.16	Open	$32.65	+29.77%	Open	History

CUK - Carnival Plc	Q2 2013	$35.05	Q2 2019	$45.27	+29.16%	Closed	History

INN - Summit Hotel Properties, Inc.	Q2 2025	$5.09	Open	$6.54	+28.49%	Open	History

EPI - Wisdomtree Trust I	Q4 2011	$15.60	Q2 2020	$20.03	+28.40%	Closed	History

STX - Seagate Technology Holdings plc	Q4 2023	$85.37	Q3 2024	$109.53	+28.30%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q1 2009	$22.22	Q3 2009	$28.35	+27.59%	Closed	History

BIIB - Biogen Inc.	Q2 2016	$276.33	Q3 2016	$351.61	+27.24%	Closed	History

BCR - Bard C R Inc	Q4 2011	$85.50	Q2 2013	$108.67	+27.10%	Closed	History

YUMC - Yum China Holdings, Inc.	Q2 2019	$46.20	Q3 2021	$58.11	+25.78%	Closed	History

ALLY - Ally Financial Inc.	Q4 2024	$36.01	Q4 2025	$45.29	+25.77%	Closed	History

RDS.A - Royal Dutch Shell Plc	Q1 2013	$65.15	Q2 2014	$81.83	+25.60%	Closed	History

TME - Tencent Music Entertainment Group	Q1 2024	$11.19	Q2 2024	$14.05	+25.56%	Closed	History

BIIB - Biogen Inc.	Q4 2024	$152.92	Open	$191.95	+25.52%	Open	History

GGB - Gerdau S.A.	Q1 2019	$3.08	Q4 2019	$3.86	+25.26%	Closed	History

ABX - Barrick Gold Corp	Q4 2024	$15.50	Q1 2025	$19.41	+25.23%	Closed	History

MC - Moelis & Co.	Q1 2020	$28.10	Q3 2020	$35.14	+25.05%	Closed	History

MUFG - Mitsubishi Ufj Finl Group In	Q1 2009	$4.92	Q2 2009	$6.14	+24.80%	Closed	History

CGAU - Centerra Gold Inc.	Q4 2022	$5.17	Q1 2023	$6.45	+24.76%	Closed	History

ASHR - Dbx Etf Tr	Q2 2018	$26.53	Q1 2022	$33.09	+24.73%	Closed	History

MBT - Mobile Telsystems Ojsc	Q4 2014	$7.18	Q4 2020	$8.95	+24.65%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q2 2024	$41.53	Q3 2024	$51.74	+24.58%	Closed	History

SIEGY - Siemens A G	Q4 2011	$47.79	Q3 2014	$59.54	+24.58%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q1 2009	$8.09	Q3 2009	$10.02	+23.86%	Closed	History

XOU - Sohu Com Inc	Q3 2008	$55.71	Q3 2009	$68.89	+23.66%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2018	$108.19	Q3 2019	$133.27	+23.18%	Closed	History

LVS - Las Vegas Sands Corp.	Q3 2020	$46.66	Q1 2023	$57.45	+23.12%	Closed	History

CSX - CSX Corp.	Q3 2016	$11.44	Q4 2016	$14.06	+22.97%	Closed	History

KSA - iShares MSCI Saudi Arabia ETF	Q2 2019	$33.02	Q3 2025	$40.58	+22.90%	Closed	History

BTI - British American Tobacco p.l.c.	Q4 2011	$47.44	Open	$58.20	+22.69%	Open	History

CEO - Cnooc Ltd	Q1 2009	$100.57	Q2 2009	$123.05	+22.35%	Closed	History

CP - Canadian Pacific Kansas City Ltd.	Q3 2023	$74.66	Open	$91.35	+22.35%	Open	History

MSFT - Microsoft Corp.	Q4 2008	$19.45	Q2 2009	$23.79	+22.31%	Closed	History

WMT - Walmart Inc.	Q4 2006	$15.39	Q2 2008	$18.74	+21.76%	Closed	History

GFI - Gold Fields Ltd.	Q4 2008	$8.54	Q2 2009	$10.38	+21.59%	Closed	History

MRK - Merck & Co., Inc.	Q4 2024	$99.48	Open	$120.78	+21.41%	Open	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.