Copy Invest | Sonar Terminal

Sarah Ketterer - Causeway Capital Management

803 trades · 696 closed · 107 open · Win rate: 40.6% · Avg return: +27.3% · 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
EG - Everest Group, Ltd.	Q3 2025	$350.23	Open	$365.16	+4.26%	Open	History

HMC - Plc Adr Honda Motor Co Ltd Amer	Q4 2005	$28.97	Q3 2008	$30.11	+3.94%	Closed	History

CCEP - Coca Cola European Partners	Q1 2020	$37.56	Q3 2020	$38.83	+3.38%	Closed	History

NVS - Novartis AG	Q1 2008	$45.84	Q3 2008	$47.35	+3.28%	Closed	History

INMD - InMode Ltd.	Q4 2025	$14.69	Open	$15.15	+3.10%	Open	History

BXP - BXP, Inc.	Q2 2025	$67.47	Open	$69.51	+3.02%	Open	History

DGX - Quest Diagnostics Inc.	Q1 2021	$128.34	Q2 2021	$131.97	+2.83%	Closed	History

URTH - Ishares Msci World Etf	Q3 2025	$181.56	Q4 2025	$185.77	+2.32%	Closed	History

TV - Grupo Televisa, S.A.B.	Q1 2014	$33.31	Q4 2014	$34.06	+2.25%	Closed	History

MPC - Marathon Petroleum Corp.	Q4 2018	$59.01	Q4 2019	$60.25	+2.10%	Closed	History

ARE - Alexandria Real Estate Equities, Inc.	Q4 2020	$178.22	Q2 2021	$181.94	+2.09%	Closed	History

BOL - H & Lomb Inc	Q3 2006	$50.14	Q1 2007	$51.16	+2.03%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2015	$59.67	Q4 2015	$60.87	+2.01%	Closed	History

CSX - CSX Corp.	Q2 2023	$34.10	Q4 2023	$34.67	+1.67%	Closed	History

41IS - Unilever Plc	Q1 2021	$55.83	Q4 2024	$56.70	+1.56%	Closed	History

DTE - DTE Energy Co.	Q1 2026	$146.22	Open	$148.35	+1.46%	Open	History

DIS - The Walt Disney Co.	Q1 2020	$96.60	Open	$97.84	+1.28%	Open	History

EXE - Expand Energy Corp.	Q1 2023	$76.04	Q4 2023	$76.94	+1.18%	Closed	History

AIZ - Assurant, Inc.	Q2 2021	$156.18	Q3 2021	$157.75	+1.01%	Closed	History

0YYA - Yy Inc	Q3 2016	$55.68	Q3 2019	$56.23	+0.99%	Closed	History

AGRO - Adecoagro SA	Q3 2024	$11.07	Q1 2025	$11.17	+0.90%	Closed	History

LPL - Lg Display Co Ltd	Q4 2012	$14.48	Q1 2013	$14.59	+0.76%	Closed	History

FTE - France Telecom	Q1 2009	$22.66	Q2 2009	$22.81	+0.66%	Closed	History

BA - The Boeing Co.	Q4 2025	$217.12	Open	$218.49	+0.63%	Open	History

MUFG - Corp Mitsubishi Ufj	Q1 2008	$8.72	Q3 2008	$8.74	+0.23%	Closed	History

INDA - iShares MSCI India ETF	Q2 2018	$33.29	Q4 2018	$33.34	+0.15%	Closed	History

2670116Q - New Vivendi Universal Spon	Q4 2005	$31.40	Q4 2005	$31.40	+0.00%	Closed	History

6683 - General Electric Co	Q2 2019	$10.50	Q2 2019	$10.50	+0.00%	Closed	History

6684 - International Inc Hewlett-Packard Co	Q4 2005	$28.64	Q4 2005	$28.64	+0.00%	Closed	History

81KX - Adr Reed Elsevier Plc Spon	Q4 2005	$44.44	Q4 2005	$44.44	+0.00%	Closed	History

81KX - Lecom Adr	Q3 2006	$23.63	Q3 2006	$23.63	+0.00%	Closed	History

8277831Q - Affiliated	Q1 2007	$58.89	Q1 2007	$58.89	+0.00%	Closed	History

ABNYY - Abn Amro Holding Spon	Q4 2005	$26.14	Q4 2005	$26.14	+0.00%	Closed	History

ABNYY - Mro Holding	Q3 2006	$29.22	Q3 2006	$29.22	+0.00%	Closed	History

ABNYY - Ltd Abn Amro	Q1 2007	$43.02	Q1 2007	$43.02	+0.00%	Closed	History

ABT - Abbott Laboratories	Q4 2007	$27.68	Q4 2007	$27.68	+0.00%	Closed	History

ACGL - Arch Capital Group Ltd.	Q4 2024	$92.35	Q4 2024	$92.35	+0.00%	Closed	History

ACN - Accenture plc	Q4 2024	$351.79	Q4 2024	$351.79	+0.00%	Closed	History

ACWI - iShares MSCI ACWI ETF	Q1 2023	$91.16	Q1 2023	$91.16	+0.00%	Closed	History

ADT - ADT Inc.	Q3 2025	$8.71	Q3 2025	$8.71	+0.00%	Closed	History

AGRO - Adecoagro SA	Q4 2023	$11.10	Q4 2023	$11.10	+0.00%	Closed	History

ALL - The Allstate Corp.	Q3 2023	$111.41	Q3 2023	$111.41	+0.00%	Closed	History

AMALV - Sh Sole None Sh Sole None Arcelormittal SA Ny Registry Sh	Q4 2007	$83.33	Q4 2007	$83.33	+0.00%	Closed	History

AP47 - Adr Frontline Ltd Shs Glaxosmithkline Spon	Q4 2005	$50.48	Q4 2005	$50.48	+0.00%	Closed	History

AP47 - Smithkline	Q3 2006	$53.23	Q3 2006	$53.23	+0.00%	Closed	History

AP47 - Ltd Glaxosmithkline Sp	Q1 2007	$55.26	Q1 2007	$55.26	+0.00%	Closed	History

ARCO - Arcos Dorados Holdings Inc.	Q4 2024	$7.28	Q4 2024	$7.28	+0.00%	Closed	History

ASHR - Xtrackers Harvest Csi 300 China A-Shares Etf	Q4 2025	$32.85	Q4 2025	$32.85	+0.00%	Closed	History

ATHM - Autohome Inc	Q4 2017	$64.67	Q4 2017	$64.67	+0.00%	Closed	History

ATHM - Autohome Inc	Q1 2021	$93.75	Q1 2021	$93.75	+0.00%	Closed	History

AWCMY - Banks Plc Ord Alumina Ltd Spon	Q4 2005	$21.83	Q4 2005	$21.83	+0.00%	Closed	History

AXAHY - Adr Axa SA Spon	Q4 2005	$32.33	Q4 2005	$32.33	+0.00%	Closed	History

AXAHY - Plc A	Q3 2006	$36.91	Q3 2006	$36.91	+0.00%	Closed	History

AXAHY - Irish O Banks Plc Axa SA S	Q1 2007	$42.60	Q1 2007	$42.60	+0.00%	Closed	History

AXP - American Express Co.	Q2 2015	$90.80	Q2 2015	$90.80	+0.00%	Closed	History

BAC - Bank of America Corp.	Q3 2009	$16.92	Q3 2009	$16.92	+0.00%	Closed	History

BAP - Credicorp Ltd.	Q1 2023	$132.39	Q1 2023	$132.39	+0.00%	Closed	History

BAYRY - Bayer Aktiengesellschaft	Q1 2007	$16.00	Q1 2007	$16.00	+0.00%	Closed	History

BAYRY - Bayer Aktiengesellschaft	Q1 2008	$20.08	Q1 2008	$20.08	+0.00%	Closed	History

BBD - Banco Bradesco S.A.	Q3 2009	$12.45	Q3 2009	$12.45	+0.00%	Closed	History

BCR - Luxembourg Sh Sole None Processing Sh Sole None Sh Sole None - Bard (c.r.) Inc	Q4 2007	$96.77	Q4 2007	$96.77	+0.00%	Closed	History

BKNG - Booking Holdings Inc.	Q2 2025	$231.57	Q2 2025	$231.57	+0.00%	Closed	History

BP - BP p.l.c.	Q4 2005	$64.23	Q4 2005	$64.23	+0.00%	Closed	History

BP - BP p.l.c.	Q3 2006	$65.58	Q3 2006	$65.58	+0.00%	Closed	History

BP - BP p.l.c.	Q1 2007	$64.75	Q1 2007	$64.75	+0.00%	Closed	History

BRX - Brixmor Property Group Inc.	Q3 2019	$20.29	Q3 2019	$20.29	+0.00%	Closed	History

BSBR - Banco SAntander Brasil S A	Q3 2019	$10.89	Q3 2019	$10.89	+0.00%	Closed	History

BTE - Baytex Energy Corp.	Q3 2023	$4.43	Q3 2023	$4.43	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q4 2005	$22.52	Q4 2005	$22.52	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q3 2006	$27.36	Q3 2006	$27.36	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q1 2007	$31.52	Q1 2007	$31.52	+0.00%	Closed	History

BXP - BXP, Inc.	Q3 2020	$80.30	Q3 2020	$80.30	+0.00%	Closed	History

C - Citigroup Inc.	Q4 2005	$485.20	Q4 2005	$485.20	+0.00%	Closed	History

C - Citigroup Inc.	Q3 2006	$496.70	Q3 2006	$496.70	+0.00%	Closed	History

C - Citigroup Inc.	Q1 2007	$513.40	Q1 2007	$513.40	+0.00%	Closed	History

C - Citigroup Inc.	Q4 2008	$67.10	Q4 2008	$67.10	+0.00%	Closed	History

CAM - Cameron International Corp	Q3 2009	$37.82	Q3 2009	$37.82	+0.00%	Closed	History

CEO - American Ad Tobacco Plc Cnooc Ltd Sp	Q1 2007	$87.62	Q1 2007	$87.62	+0.00%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q1 2007	$21.67	Q1 2007	$21.67	+0.00%	Closed	History

CHL - Software Technologies China Mobile Sp	Q1 2007	$45.00	Q1 2007	$45.00	+0.00%	Closed	History

CHU - Corp Ltd Sh China Unicom Sp	Q1 2007	$14.19	Q1 2007	$14.19	+0.00%	Closed	History

CHU - Ltd China Unicom Ltd	Q1 2008	$21.27	Q1 2008	$21.27	+0.00%	Closed	History

CI - The Cigna Group	Q4 2005	$37.23	Q4 2005	$37.23	+0.00%	Closed	History

CNH - CNH Industrial N.V.	Q4 2024	$11.33	Q4 2024	$11.33	+0.00%	Closed	History

CPG - Crescent Pt Energy Corp	Q4 2018	$3.02	Q4 2018	$3.02	+0.00%	Closed	History

CRH - CRH plc	Q1 2009	$21.73	Q1 2009	$21.73	+0.00%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2007	$24.10	Q4 2007	$24.10	+0.00%	Closed	History

CSN - Adr Credit Suisse Spon	Q4 2005	$50.95	Q4 2005	$50.95	+0.00%	Closed	History

CSN - T Suisse	Q3 2006	$57.95	Q3 2006	$57.95	+0.00%	Closed	History

CSN - Ad Credit Sp	Q1 2007	$71.83	Q1 2007	$71.83	+0.00%	Closed	History

CSN - Credit Suisse Group	Q1 2009	$30.50	Q1 2009	$30.50	+0.00%	Closed	History

CX - CEMEX, S.A.B. de C.V.	Q4 2023	$7.75	Q4 2023	$7.75	+0.00%	Closed	History

CYOU - Chang You Com Ltd	Q2 2019	$9.62	Q2 2019	$9.62	+0.00%	Closed	History

D - Dominion Energy, Inc.	Q2 2018	$68.18	Q4 2018	$68.18	+0.00%	Closed	History

DEO - Diageo plc	Q4 2005	$100.00	Q4 2005	$100.00	+0.00%	Closed	History

DEO - Diageo plc	Q2 2006	$80.00	Q2 2006	$80.00	+0.00%	Closed	History

DEO - Diageo plc	Q1 2020	$127.11	Q1 2020	$127.11	+0.00%	Closed	History

DOX - Amdocs Ltd.	Q4 2024	$85.14	Q4 2024	$85.14	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q2 2009	$32.22	Q2 2009	$32.22	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q4 2013	$41.78	Q4 2013	$41.78	+0.00%	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.