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
SIEGY - Siemens A G	Q1 2009	$28.49	Q2 2009	$34.59	+21.41%	Closed	History

EWY - iShares MSCI South Korea ETF	Q3 2025	$80.10	Q4 2025	$97.22	+21.37%	Closed	History

SNN - Smith & Nephew plc	Q4 2024	$24.58	Open	$29.83	+21.36%	Open	History

SNY - Sanofi	Q4 2011	$36.54	Q4 2017	$44.32	+21.29%	Closed	History

BTI - British American Tobacco p.l.c.	Q1 2009	$23.00	Q2 2009	$27.90	+21.28%	Closed	History

ALL - The Allstate Corp.	Q1 2026	$207.34	Open	$250.35	+20.74%	Open	History

TJX - The TJX Companies, Inc.	Q4 2005	$5.81	Q3 2006	$7.01	+20.61%	Closed	History

DGX - Quest Diagnostics Inc.	Q2 2023	$140.56	Q1 2025	$169.20	+20.38%	Closed	History

PAY - Paymentus Holdings, Inc.	Q3 2016	$17.72	Q2 2018	$21.28	+20.09%	Closed	History

INDA - iShares MSCI India ETF	Q4 2014	$30.09	Q4 2017	$36.07	+19.87%	Closed	History

TRMD - TORM plc	Q4 2022	$28.47	Q3 2024	$34.07	+19.67%	Closed	History

BP - BP p.l.c.	Q2 2017	$34.65	Open	$41.40	+19.48%	Open	History

AMX - America Movil SAb De Cv	Q3 2021	$17.67	Q4 2021	$21.11	+19.47%	Closed	History

PGR - The Progressive Corp.	Q1 2014	$25.48	Q4 2014	$30.37	+19.19%	Closed	History

BWLP - BW LPG Ltd.	Q1 2026	$17.58	Open	$20.93	+19.06%	Open	History

SNX - TD SYNNEX Corp.	Q4 2021	$114.36	Q2 2025	$135.70	+18.66%	Closed	History

EMC - E M C Corp Mass	Q4 2013	$26.25	Q2 2016	$31.14	+18.63%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2021	$58.53	Q3 2023	$69.40	+18.57%	Closed	History

WM - Waste Management, Inc.	Q1 2021	$129.02	Q2 2022	$152.98	+18.57%	Closed	History

VEON - Veon	Q4 2011	$236.75	Q1 2012	$280.00	+18.27%	Closed	History

HSBC - HSBC Holdings plc	Q1 2009	$28.22	Q1 2016	$33.33	+18.11%	Closed	History

TTEN - Total S A	Q1 2013	$47.97	Q4 2017	$56.60	+17.99%	Closed	History

BKNG - Booking Holdings Inc.	Q3 2020	$68.43	Q4 2022	$80.61	+17.80%	Closed	History

PPL - PPL Corp.	Q2 2015	$34.44	Q3 2015	$40.54	+17.71%	Closed	History

FAF - First American Financial Corp.	Q3 2013	$25.16	Q3 2014	$29.53	+17.37%	Closed	History

ABV - Companhia De Bebidas Das Ame	Q4 2011	$36.10	Q1 2013	$42.34	+17.29%	Closed	History

KEP - Korea Electric Power Corp	Q2 2025	$14.09	Q4 2025	$16.50	+17.10%	Closed	History

TSEM - Tower Semiconductor Ltd	Q3 2024	$44.28	Q4 2024	$51.84	+17.07%	Closed	History

CARR - Carrier Global Corp.	Q3 2025	$59.70	Open	$69.76	+16.85%	Open	History

GIL - Gildan Activewear Inc.	Q4 2016	$25.35	Q4 2019	$29.53	+16.49%	Closed	History

AVTR - Avantor, Inc.	Q3 2022	$19.60	Q4 2023	$22.83	+16.48%	Closed	History

BA - The Boeing Co.	Q3 2024	$152.04	Q4 2024	$177.00	+16.42%	Closed	History

CLZNY - Clariant Ag	Q3 2014	$17.21	Q1 2015	$20.03	+16.39%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q1 2007	$38.58	Q1 2008	$44.79	+16.12%	Closed	History

VALE - Vale S.A.	Q2 2022	$14.63	Q4 2022	$16.97	+15.99%	Closed	History

CEO - Cnooc Ltd	Q4 2011	$174.75	Q3 2012	$202.66	+15.97%	Closed	History

HRC - Hill Rom Hldgs Inc	Q4 2020	$97.97	Q2 2021	$113.59	+15.94%	Closed	History

SBS - Companhia De SAneamento Basi	Q4 2011	$1.86	Q2 2014	$2.15	+15.90%	Closed	History

RIO - Rio Tinto Group	Q3 2022	$55.06	Q1 2024	$63.74	+15.76%	Closed	History

TCOM - Trip.com Group Ltd.	Q3 2024	$59.43	Q4 2024	$68.66	+15.53%	Closed	History

GSK - GSK plc	Q2 2022	$44.38	Open	$51.25	+15.47%	Open	History

AUOTY - Au Optronics Corp	Q1 2009	$8.39	Q2 2009	$9.68	+15.38%	Closed	History

PDS - Precision Drilling Corp.	Q4 2025	$71.85	Open	$82.84	+15.30%	Open	History

TSN - Tyson Foods, Inc.	Q2 2023	$51.04	Q1 2024	$58.76	+15.13%	Closed	History

CHL - China Mobile Limited	Q1 2009	$43.53	Q2 2009	$50.09	+15.07%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q4 2005	$22.98	Q4 2006	$26.33	+14.58%	Closed	History

APD - Air Products and Chemicals, Inc.	Q4 2011	$78.80	Q2 2013	$89.97	+14.18%	Closed	History

TELFY - Telefonica S A	Q1 2009	$19.87	Q2 2009	$22.63	+13.89%	Closed	History

SHEL - Shell plc	Q3 2023	$64.38	Q1 2025	$73.28	+13.82%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q4 2025	$281.16	Open	$319.92	+13.79%	Open	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q3 2007	$44.46	Q3 2009	$50.51	+13.61%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q2 2024	$165.00	Q4 2024	$186.70	+13.15%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q2 2024	$43.76	Q2 2025	$49.46	+13.03%	Closed	History

JD - JD.com, Inc.	Q4 2023	$28.89	Q2 2025	$32.64	+12.98%	Closed	History

NTES - NetEase, Inc.	Q2 2025	$134.58	Q3 2025	$151.99	+12.94%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q3 2016	$37.63	Q1 2019	$42.50	+12.94%	Closed	History

KB - KB Financial Group Inc.	Q4 2021	$46.16	Q1 2024	$52.07	+12.80%	Closed	History

CIB - Grupo Cibest S.A.	Q1 2026	$72.81	Open	$82.10	+12.76%	Open	History

BAC - Bank of America Corp.	Q4 2016	$25.93	Q3 2019	$29.17	+12.50%	Closed	History

AVGO - Broadcom Inc.	Q4 2025	$346.10	Open	$389.11	+12.43%	Open	History

RDS.B - Royal Dutch Shell Plc	Q1 2016	$53.35	Q4 2019	$59.97	+12.41%	Closed	History

AMX - America Movil SAb De Cv	Q4 2018	$14.25	Q4 2019	$16.00	+12.28%	Closed	History

GGB - Gerdau S.A.	Q1 2023	$4.11	Open	$4.61	+12.21%	Open	History

NGG - National Grid plc	Q2 2025	$74.41	Open	$83.41	+12.10%	Open	History

APD - Air Products and Chemicals, Inc.	Q4 2008	$46.53	Q1 2009	$52.06	+11.89%	Closed	History

ZCHA - Ltd Ad China Telecom Sp	Q1 2007	$48.75	Q2 2008	$54.44	+11.67%	Closed	History

STJ - Ohio St Jude Med Inc	Q4 2012	$35.26	Q1 2013	$39.32	+11.51%	Closed	History

ALK - Alaska Air Group, Inc.	Q4 2018	$60.85	Q4 2019	$67.75	+11.34%	Closed	History

NTES - NetEase, Inc.	Q4 2023	$93.16	Q1 2024	$103.48	+11.08%	Closed	History

BA - The Boeing Co.	Q4 2005	$70.22	Q1 2006	$77.92	+10.97%	Closed	History

BBVA - Banco Bilbao Vizcaya Argenta	Q3 2013	$11.18	Q4 2013	$12.39	+10.82%	Closed	History

SMIN - iShares MSCI India Small-Cap ETF	Q3 2023	$63.12	Open	$69.94	+10.80%	Open	History

CL4A - China Lodging Group Ltd	Q3 2017	$118.83	Q1 2018	$131.52	+10.68%	Closed	History

LYG - Lloyds Banking Group plc	Q1 2013	$3.00	Q4 2019	$3.31	+10.33%	Closed	History

GOGL - Golden Ocean Group Ltd	Q1 2024	$12.61	Q2 2024	$13.89	+10.15%	Closed	History

INFY - Infosys Ltd.	Q3 2008	$4.16	Q2 2009	$4.58	+10.15%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q4 2025	$53.76	Open	$59.08	+9.90%	Open	History

CNI - Canadian National Railway Co.	Q4 2021	$110.46	Q2 2023	$121.23	+9.75%	Closed	History

NVS - Novartis AG	Q1 2009	$33.89	Q2 2009	$36.54	+7.83%	Closed	History

MAT - Mattel, Inc.	Q2 2014	$40.43	Q1 2016	$43.48	+7.54%	Closed	History

ESNT - Essent Group Ltd	Q2 2020	$36.27	Q2 2022	$38.90	+7.25%	Closed	History

GRTUF - Granite Real Estate Investment Trust	Q3 2025	$55.58	Q4 2025	$59.61	+7.25%	Closed	History

JNJ - Johnson & Johnson	Q1 2007	$60.26	Q1 2008	$64.48	+7.00%	Closed	History

CHT - Chunghwa Telecom Co Ltd S	Q4 2011	$33.29	Q1 2020	$35.57	+6.85%	Closed	History

MFC - Manulife Financial Corp.	Q3 2006	$32.26	Q1 2007	$34.45	+6.79%	Closed	History

NBIS - Nebius Group N.V.	Q3 2020	$65.25	Q4 2020	$69.58	+6.64%	Closed	History

EG - Everest Group, Ltd.	Q3 2025	$350.23	Open	$371.85	+6.17%	Open	History

TTEN - Total S A	Q1 2019	$55.65	Q1 2023	$59.05	+6.11%	Closed	History

SCZ - iShares MSCI EAFE Small-Cap ETF	Q1 2026	$78.41	Open	$83.10	+5.98%	Open	History

PGR - The Progressive Corp.	Q4 2011	$19.50	Q4 2012	$20.60	+5.64%	Closed	History

SNY - Sanofi	Q1 2009	$27.93	Q2 2009	$29.49	+5.59%	Closed	History

ASHR - Xtrackers Harvest Csi 300 China A-Shares Etf	Q3 2022	$27.09	Q3 2024	$28.59	+5.54%	Closed	History

WFC - Wells Fargo & Co.	Q2 2022	$39.17	Q4 2022	$41.29	+5.41%	Closed	History

GOGL - Golden Ocean Group Ltd	Q2 2023	$7.54	Q3 2023	$7.93	+5.17%	Closed	History

EWT - iShares MSCI Taiwan ETF	Q3 2016	$31.38	Q1 2020	$32.96	+5.04%	Closed	History

RDY - Dr Reddys Labs Ltd	Q4 2011	$5.90	Q3 2012	$6.18	+4.78%	Closed	History

JD - JD.com, Inc.	Q2 2017	$39.58	Q4 2017	$41.44	+4.70%	Closed	History

USG - U S G Corp	Q2 2014	$31.26	Q3 2015	$32.73	+4.70%	Closed	History

ANDV - Andeavor	Q1 2018	$100.56	Q2 2018	$105.26	+4.67%	Closed	History

RELX - Relx Plc	Q1 2019	$21.45	Q3 2020	$22.37	+4.29%	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.