Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
Holdings Activity Buys Sells    History
← All ASHR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $31.90–34.59 · VW $33.47i SEC
2025   Q4 28,800 0.01 Buy 0.01 $31.31–33.99 · VW $32.72i $946,080 SEC
2024   Q4 0 0.00 Sell 100.00% 0.41 $26.17–35.72 · VW $28.83i SEC
2024   Q3 584,659 0.41 Add 2.27% <0.01 $22.44–28.94 · VW $25.34i $16,715,401 SEC
2024   Q2 571,674 0.37 Add 13.85% 0.05 $23.51–25.49 · VW $24.39i $13,474,356 SEC
2024   Q1 502,131 0.32 Add 18.55% 0.05 $21.56–24.91 · VW $23.24i $12,086,293 SEC
2023   Q4 423,574 0.26 Reduce 19.98% 0.07 $22.73–25.99 · VW $24.67i $10,127,654 SEC
2023   Q3 529,313 0.36 Add 12.31% 0.04 $25.50–28.72 · VW $26.96i $13,767,431 SEC
2023   Q2 471,303 0.33 Reduce 17.16% 0.07 $26.46–30.40 · VW $28.04i $12,612,068 SEC
2023   Q1 568,908 0.40 Reduce 10.15% 0.05 $28.24–32.20 · VW $29.95i $16,771,408 SEC
2022   Q4 633,191 0.52 Reduce 7.06% 0.04 $24.21–29.29 · VW $27.02i $17,742,012 SEC
2022   Q3 681,296 0.52 Buy 0.52 $27.07–34.04 · VW $30.60i $18,456,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.57 $28.45–34.17 · VW $31.64i SEC
2022   Q1 719,923 0.57 Add 9.69% 0.05 $30.52–39.11 · VW $35.27i $23,822,000 SEC
2021   Q4 656,337 0.56 Add 7.01% 0.04 $36.92–40.56 · VW $38.79i $25,656,000 SEC
2021   Q3 613,365 0.53 Reduce 10.99% 0.06 $35.92–40.40 · VW $38.07i $23,375,000 SEC
2021   Q2 689,078 0.57 Reduce 4.34% 0.02 $37.68–42.23 · VW $40.20i $27,935,000 SEC
2021   Q1 720,321 0.55 Add 8.93% 0.05 $37.43–46.42 · VW $41.31i $27,819,000 SEC
2020   Q4 661,294 0.50 Reduce 0.17% <0.01 $34.32–40.16 · VW $37.56i $26,491,000 SEC
2020   Q3 662,402 0.43 Reduce 6.50% 0.02 $30.18–35.95 · VW $34.04i $22,840,000 SEC
2020   Q2 708,479 0.38 Add 27.66% 0.08 $25.43–29.75 · VW $27.61i $21,049,000 SEC
2020   Q1 554,979 0.23 Add 2.19% <0.01 $24.13–30.90 · VW $27.62i $14,368,000 SEC
2019   Q4 543,079 0.17 Add 23.77% 0.03 $26.76–29.64 · VW $28.25i $16,097,000 SEC
2019   Q3 438,797 0.14 Add 19.97% 0.02 $25.46–29.22 · VW $27.51i $11,887,000 SEC
2019   Q2 365,750 0.11 Add 95.37% 0.05 $25.60–30.79 · VW $27.94i $10,300,000 SEC
2019   Q1 187,207 0.05 Add 156.80% 0.03 $21.51–28.91 · VW $26.95i $5,378,000 SEC
2018   Q4 72,900 0.02 $21.93 $1,599,000 SEC
2018   Q3 72,900 0.02 Add 114.41% 0.01 $23.33–27.01 · VW $25.19i $1,848,000 SEC
2018   Q2 34,000 0.01 Buy 0.01 $25.83–31.54 · VW $29.02i $902,000 SEC