Copy Invest | Sonar Terminal

Sarah Ketterer - Causeway Capital Management

803 trades · 696 closed · 107 open · Win rate: 40.6% · 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
ZIM - ZIM Integrated Shipping Services Ltd.	Q3 2024	$25.66	Open	$24.79	-3.41%	Open	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q3 2023	$13.71	Q3 2024	$13.19	-3.79%	Closed	History

SNSAY - Plc Sh Sole None - Adr Sh Sole None Group Co Ltd Rstrd Sh Sole None Adr Sh Sole None Stolt-Nielsen SA Sp Adr Reg	Q1 2006	$30.70	Q1 2007	$29.51	-3.88%	Closed	History

CYOU - Changyou Com Ltd	Q1 2015	$25.89	Q4 2015	$24.82	-4.13%	Closed	History

SMIN - iShares MSCI India Small-Cap ETF	Q1 2019	$40.42	Q2 2019	$38.75	-4.13%	Closed	History

CELJF - Sh Sole None Cellcom Israel Ltd	Q4 2007	$31.74	Q3 2009	$30.42	-4.16%	Closed	History

PAGS - PagSeguro Digital Ltd.	Q2 2025	$9.64	Open	$9.24	-4.20%	Open	History

UMC - United Microelectronics Corp	Q4 2011	$2.14	Q2 2015	$2.05	-4.21%	Closed	History

MAT - Mattel, Inc.	Q4 2007	$18.83	Q3 2008	$18.03	-4.25%	Closed	History

CSN - Tobacco Plc Credit Suisse Group	Q1 2008	$50.63	Q3 2008	$48.28	-4.64%	Closed	History

SHEL - Shell plc	Q1 2022	$54.93	Q2 2022	$52.29	-4.81%	Closed	History

IR - Ingersoll Rand Inc.	Q2 2025	$83.18	Open	$78.92	-5.12%	Open	History

ALK - Alaska Air Group, Inc.	Q4 2025	$50.30	Open	$47.72	-5.13%	Open	History

CX - CEMEX, S.A.B. de C.V.	Q3 2021	$7.17	Q4 2021	$6.78	-5.44%	Closed	History

MSFT - Microsoft Corp.	Q1 2024	$420.72	Open	$397.25	-5.58%	Open	History

FSM - Fortuna Mining Corp.	Q3 2025	$8.96	Open	$8.45	-5.69%	Open	History

WU - The Western Union Co.	Q4 2011	$18.26	Q1 2014	$17.22	-5.70%	Closed	History

UPBD - Upbound Group, Inc.	Q4 2005	$18.86	Q2 2009	$17.78	-5.73%	Closed	History

AON-W - Aon Corp	Q4 2005	$35.95	Q3 2006	$33.85	-5.84%	Closed	History

TAL - TAL Education Group	Q1 2026	$11.37	Open	$10.69	-6.02%	Open	History

FINV - FinVolution Group	Q4 2022	$4.96	Open	$4.65	-6.35%	Open	History

CSIQ - Canadian Solar Inc	Q1 2008	$20.85	Q3 2008	$19.52	-6.38%	Closed	History

XP - XP Inc.	Q2 2025	$20.20	Q3 2025	$18.79	-6.98%	Closed	History

MRK - Merck & Co., Inc.	Q1 2019	$79.36	Q2 2020	$73.79	-7.02%	Closed	History

CAB - Cabela's Inc	Q3 2015	$56.62	Q4 2016	$52.63	-7.05%	Closed	History

KSA - iShares MSCI Saudi Arabia ETF	Q1 2026	$39.75	Open	$36.89	-7.19%	Open	History

ACWI - iShares MSCI ACWI ETF	Q2 2022	$83.86	Q3 2022	$77.81	-7.21%	Closed	History

BAP - Credicorp Ltd.	Q2 2021	$121.11	Q4 2021	$111.32	-8.08%	Closed	History

BP - BP p.l.c.	Q4 2011	$42.76	Q2 2012	$39.30	-8.09%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q1 2016	$96.31	Q1 2017	$88.52	-8.09%	Closed	History

HSBC - HSBC Holdings plc	Q2 2006	$88.35	Q3 2008	$80.84	-8.50%	Closed	History

TSM - Taiwan Semiconductor	Q1 2008	$10.22	Q2 2009	$9.31	-8.86%	Closed	History

AU - AngloGold Ashanti plc	Q3 2019	$18.27	Q1 2020	$16.65	-8.87%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q4 2017	$47.12	Q3 2018	$42.91	-8.93%	Closed	History

VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares	Q3 2018	$112.14	Q3 2019	$102.01	-9.03%	Closed	History

EXC - Exelon Corp.	Q4 2019	$32.52	Q4 2021	$29.38	-9.65%	Closed	History

BERY - Berry Global Group Inc	Q2 2021	$65.22	Q2 2024	$58.85	-9.77%	Closed	History

AP47 - Glaxosmithkline Plc	Q1 2015	$46.15	Q1 2019	$41.46	-10.16%	Closed	History

ATHM - Autohome Inc	Q4 2022	$30.60	Q2 2024	$27.45	-10.29%	Closed	History

GLIN - Vaneck Vectors Etf Tr	Q2 2016	$42.35	Q2 2019	$37.95	-10.39%	Closed	History

CIGI - Colliers International Group Inc.	Q3 2024	$151.93	Q4 2024	$135.92	-10.54%	Closed	History

ALL - The Allstate Corp.	Q4 2015	$74.53	Q4 2016	$66.67	-10.55%	Closed	History

EFA - iShares MSCI EAFE ETF	Q1 2022	$73.60	Q4 2022	$65.64	-10.82%	Closed	History

SW - Smurfit Westrock Plc	Q3 2024	$49.42	Open	$44.06	-10.85%	Open	History

MFC - Manulife Financial Corp.	Q3 2016	$14.11	Q1 2020	$12.54	-11.13%	Closed	History

RDS.B - Adr Royal Dutch Shell Spon	Q4 2005	$64.53	Q3 2008	$57.09	-11.53%	Closed	History

ABEV - Ambev S.A.	Q2 2015	$5.56	Q4 2016	$4.91	-11.69%	Closed	History

PHG - Koninklijke Philips N.V.	Q1 2022	$30.53	Open	$26.95	-11.74%	Open	History

BCZN - Telus Corp	Q2 2008	$40.33	Q3 2008	$35.57	-11.80%	Closed	History

PFE - Pfizer Inc.	Q2 2024	$27.98	Open	$24.61	-12.04%	Open	History

PUK - Prudential plc	Q2 2016	$32.99	Open	$29.00	-12.09%	Open	History

SNY - Sanofi	Q1 2008	$37.43	Q3 2008	$32.87	-12.18%	Closed	History

ITUB - Itaú Unibanco Holdings S.A.	Q2 2009	$5.77	Q2 2012	$5.05	-12.33%	Closed	History

PHG - Koninklijke Philips N.V.	Q4 2005	$31.10	Q3 2008	$27.25	-12.38%	Closed	History

KT - KT Corp.	Q4 2011	$15.64	Q1 2018	$13.70	-12.40%	Closed	History

VIST - Vista Energy, S.A.B. de C.V.	Q1 2026	$75.47	Open	$65.94	-12.63%	Open	History

TAN - Com Sh Sole None Radioshack Corp	Q1 2006	$192.40	Q4 2006	$167.70	-12.84%	Closed	History

AAP - Advance Auto Parts, Inc.	Q4 2015	$180.76	Q4 2018	$157.46	-12.89%	Closed	History

SIEGY - Group Co L Siemens Ag	Q1 2008	$54.32	Q3 2008	$46.95	-13.57%	Closed	History

VIAB - Viacom Inc New	Q3 2017	$27.84	Q3 2019	$24.03	-13.69%	Closed	History

WB - Weibo Corp.	Q1 2024	$9.09	Open	$7.85	-13.70%	Open	History

PCG - PG&E Corp.	Q1 2023	$16.17	Q2 2025	$13.94	-13.79%	Closed	History

PDCE - Pdc Energy Inc	Q2 2016	$65.47	Q2 2018	$56.18	-14.19%	Closed	History

PRU - Prudential Financial, Inc.	Q1 2015	$106.92	Q3 2016	$91.70	-14.23%	Closed	History

CVX - Chevron Corp.	Q3 2014	$129.98	Q1 2016	$111.19	-14.46%	Closed	History

AMGN - Amgen Inc.	Q2 2007	$55.30	Q2 2008	$47.18	-14.68%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q1 2026	$18.75	Open	$15.99	-14.72%	Open	History

SNY - Sanofi	Q2 2020	$51.05	Open	$43.52	-14.76%	Open	History

SHG - Shinhan Financial Group Co., Ltd.	Q1 2008	$52.67	Q2 2008	$44.81	-14.92%	Closed	History

OUBSF - Ubs Ag	Q2 2008	$20.66	Q3 2008	$17.54	-15.10%	Closed	History

FLS - Flowserve Corp.	Q1 2017	$55.10	Q3 2019	$46.71	-15.23%	Closed	History

RIO - Rio Tinto Group	Q4 2011	$48.89	Q1 2015	$41.40	-15.32%	Closed	History

KMTUY - Komatsu Ltd	Q3 2014	$23.16	Q1 2015	$19.60	-15.37%	Closed	History

BQV1 - Sterlite Inds India Ltd	Q4 2011	$6.93	Q2 2013	$5.84	-15.73%	Closed	History

PVH - PVH Corp.	Q1 2015	$141.26	Q1 2017	$118.85	-15.86%	Closed	History

SAN - Banco Santander, S.A.	Q4 2011	$7.52	Q2 2012	$6.30	-16.22%	Closed	History

MSFT - Microsoft Corp.	Q1 2022	$307.93	Q2 2022	$257.17	-16.48%	Closed	History

FTE - France Telecom SA	Q1 2008	$33.55	Q3 2008	$28.01	-16.51%	Closed	History

G - Genpact Ltd.	Q2 2020	$36.52	Open	$30.45	-16.63%	Open	History

JASO - Ja Solar Holdings Co Ltd	Q4 2014	$8.19	Q2 2018	$6.80	-16.97%	Closed	History

BP - BP p.l.c.	Q1 2008	$60.49	Q3 2008	$50.17	-17.06%	Closed	History

SMIN - iShares MSCI India Small-Cap ETF	Q3 2021	$60.11	Q1 2023	$49.74	-17.25%	Closed	History

CA - Com Sh Sole None Com Sh Sole None Ca Inc	Q1 2006	$27.21	Q1 2008	$22.51	-17.27%	Closed	History

TELFY - Telefonica SA	Q1 2008	$28.88	Q3 2008	$23.83	-17.50%	Closed	History

BTI - British American Tobacco p.l.c.	Q1 2008	$37.59	Q3 2008	$31.00	-17.52%	Closed	History

VET - Vermilion Energy Inc.	Q3 2023	$14.70	Q4 2023	$12.11	-17.62%	Closed	History

VODD - Vodafone Group Sp	Q1 2007	$26.86	Q3 2008	$22.11	-17.68%	Closed	History

JBS - Jbs N.V.	Q2 2025	$14.61	Open	$11.98	-18.00%	Open	History

JKS - Jinkosolar Hldg Co Ltd	Q2 2019	$21.69	Q2 2020	$17.71	-18.35%	Closed	History

AXAHY - Plc Axa SA	Q1 2008	$36.13	Q2 2008	$29.42	-18.57%	Closed	History

BIDU - Baidu, Inc.	Q2 2016	$165.22	Q3 2023	$134.35	-18.68%	Closed	History

NTES - NetEase, Inc.	Q2 2022	$93.35	Q3 2022	$75.59	-19.03%	Closed	History

CEO - Cnooc Ltd	Q1 2013	$191.53	Q4 2018	$153.85	-19.67%	Closed	History

AP47 - Glaxosmithkline Plc	Q1 2008	$42.39	Q2 2009	$34.04	-19.70%	Closed	History

IMO - Imperial Oil Ltd.	Q1 2013	$40.86	Q4 2015	$32.52	-20.41%	Closed	History

C - Citigroup Inc.	Q1 2008	$210.80	Q2 2008	$167.60	-20.49%	Closed	History

MNSO - Miniso Group Holding Ltd	Q3 2023	$25.90	Q4 2023	$20.40	-21.24%	Closed	History

TAK - Takeda Pharmaceutical Co. Ltd.	Q4 2018	$16.82	Q4 2024	$13.24	-21.28%	Closed	History

UBS - UBS Group AG	Q2 2015	$21.20	Q3 2018	$16.67	-21.37%	Closed	History

MOMO - Momo Inc	Q3 2017	$31.34	Q4 2017	$24.48	-21.89%	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.