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
Holding/activity history for  British American Tobacco p.l.c. (BTI)
← All BTI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 500,864 0.36 Add 3.67% 0.01 $53.28–63.22 · VW $58.32i $29,285,506 SEC
2025   Q4 483,138 0.38 Add 5.33% 0.02 $49.88–58.98 · VW $55.16i $27,355,283 SEC
2025   Q3 458,703 0.32 Reduce 13.55% 0.05 $46.38–59.29 · VW $52.92i $24,347,967 SEC
2025   Q2 530,599 0.40 Reduce 12.86% 0.07 $37.96–49.58 · VW $44.96i $25,113,266 SEC
2025   Q1 608,927 0.53 Reduce 3.33% 0.02 $34.82–42.74 · VW $39.64i $25,191,329 SEC
2024   Q4 629,912 0.52 Reduce 16.56% 0.11 $34.17–38.22 · VW $36.24i $22,878,402 SEC
2024   Q3 754,901 0.68 Add 3.01% 0.02 $30.94–39.54 · VW $35.69i $27,614,267 SEC
2024   Q2 732,823 0.62 Add 5.26% 0.03 $28.25–32.48 · VW $30.55i $22,666,209 SEC
2024   Q1 696,191 0.56 Add 25.15% 0.11 $29.05–31.63 · VW $30.39i $21,233,823 SEC
2023   Q4 556,299 0.41 Reduce 0.69% <0.01 $28.35–32.51 · VW $30.05i $16,294,005 SEC
2023   Q3 560,165 0.46 Add 72.32% 0.19 $31.14–34.28 · VW $32.28i $17,594,786 SEC
2023   Q2 325,080 0.28 Add 67.72% 0.11 $31.64–37.65 · VW $34.16i $10,792,662 SEC
2023   Q1 193,827 0.16 Add 4.66% <0.01 $34.44–40.75 · VW $36.77i $6,807,214 SEC
2022   Q4 185,204 0.21 Reduce 31.11% 0.08 $36.17–42.36 · VW $39.50i $7,404,456 SEC
2022   Q3 268,828 0.27 Reduce 18.67% 0.07 $35.47–43.30 · VW $38.09i $9,543,000 SEC
2022   Q2 330,544 0.35 Reduce 19.76% 0.08 $40.46–45.28 · VW $42.88i $14,184,000 SEC
2022   Q1 411,924 0.42 Reduce 12.79% 0.05 $37.40–47.24 · VW $42.27i $17,367,000 SEC
2021   Q4 472,318 0.39 Reduce 3.96% 0.02 $33.62–37.80 · VW $36.28i $17,669,000 SEC
2021   Q3 491,809 0.39 Add 0.13% <0.01 $35.09–39.60 · VW $36.66i $17,351,000 SEC
2021   Q2 491,175 0.40 Reduce 12.72% 0.05 $36.88–41.14 · VW $39.11i $19,308,000 SEC
2021   Q1 562,784 0.43 Add 2.61% 0.01 $34.98–40.36 · VW $38.03i $21,802,000 SEC
2020   Q4 548,481 0.39 Reduce 19.47% 0.09 $31.60–39.46 · VW $36.18i $20,563,000 SEC
2020   Q3 681,051 0.46 Add 4.97% 0.02 $32.75–39.71 · VW $36.20i $24,620,000 SEC
2020   Q2 648,823 0.46 Reduce 17.23% 0.07 $34.85–41.58 · VW $38.42i $25,187,000 SEC
2020   Q1 783,843 0.43 Reduce 7.13% 0.03 $27.32–45.64 · VW $35.72i $26,800,000 SEC
2019   Q4 843,990 0.39 Reduce 1.09% <0.01 $33.73–43.00 · VW $39.73i $35,836,000 SEC
2019   Q3 853,276 0.38 Reduce 12.79% 0.05 $34.09–39.24 · VW $36.74i $31,486,000 SEC
2019   Q2 978,380 0.38 Add 3.18% 0.01 $34.62–41.72 · VW $37.07i $34,116,000 SEC
2019   Q1 948,264 0.40 Add 1.21% <0.01 $30.91–42.59 · VW $38.41i $39,562,000 SEC
2018   Q4 936,882 0.36 Add 9.91% 0.03 $30.67–46.83 · VW $36.45i $29,849,000 SEC
2018   Q3 852,371 0.43 Add 12.16% 0.05 $46.07–55.77 · VW $49.49i $39,746,000 SEC
2018   Q2 759,954 0.43 Add 0.06% <0.01 $48.00–60.81 · VW $53.09i $38,340,000 SEC
2018   Q1 759,530 0.52 Add 29.99% 0.12 $53.38–71.44 · VW $60.84i $43,817,000 SEC
2017   Q4 584,284 0.47 Add 8.56% 0.04 $61.34–67.94 · VW $65.42i $39,141,000 SEC
2017   Q3 538,226 0.42 Add 27.18% 0.09 $60.15–71.74 · VW $64.78i $33,612,000 SEC
2017   Q2 423,185 0.40 Add 4.39% 0.02 $65.83–73.41 · VW $69.26i $29,005,000 SEC
2017   Q1 405,388 0.40 Reduce 3.34% 0.01 $55.88–66.63 · VW $62.94i $26,885,000 SEC
2016   Q4 419,414 0.40 Add 3.58% 0.01 $52.71–65.20 · VW $58.08i $22,976,000 SEC
2016   Q3 404,914 0.48 Reduce 12.11% 0.08 $61.47–65.67 · VW $63.66i $25,844,000 SEC
2016   Q2 460,720 0.64 Add 0.94% <0.01 $57.54–64.74 · VW $62.34i $29,827,000 SEC
2016   Q1 456,442 0.65 Reduce 21.78% 0.15 $49.90–58.96 · VW $55.77i $27,877,000 SEC
2015   Q4 583,566 0.68 Add 2.09% 0.01 $54.14–59.72 · VW $56.36i $32,227,000 SEC
2015   Q3 571,616 0.63 Add 12.72% 0.07 $51.07–59.96 · VW $55.36i $31,462,000 SEC
2015   Q2 507,128 0.69 Add 15.49% 0.09 $52.11–57.08 · VW $54.44i $27,448,000 SEC
2015   Q1 439,114 0.60 Reduce 10.51% 0.08 $51.25–59.29 · VW $54.14i $22,783,000 SEC
2014   Q4 490,686 0.77 Add 5.09% 0.04 $52.10–59.53 · VW $55.18i $26,453,000 SEC
2014   Q3 466,934 0.93 Add 2.63% 0.02 $56.32–61.68 · VW $58.18i $26,400,000 SEC
2014   Q2 454,954 1.10 Add 10.44% 0.10 $54.88–61.51 · VW $58.64i $26,706,000 SEC
2014   Q1 411,954 1.05 Add 23.42% 0.20 $47.10–55.87 · VW $52.89i $22,952,000 SEC
2013   Q4 333,782 1.03 Add 213.66% 0.70 $49.79–55.72 · VW $53.07i $17,927,000 SEC
2013   Q3 106,416 0.46 Add 30.12% 0.11 $50.42–54.62 · VW $52.54i $5,595,000 SEC
2013   Q2 81,786 0.45 Add 10.81% 0.04 $50.00–57.60 · VW $53.03i $4,210,000 SEC
2013   Q1 73,810 0.49 Add 14.52% 0.06 $50.19–54.26 · VW $52.66i $3,951,000 SEC
2012   Q4 64,450 0.43 Add 58.29% 0.16 $49.24–53.90 · VW $51.25i $3,263,000 SEC
2012   Q3 40,716 0.53 Reduce 4.45% 0.02 $49.83–54.87 · VW $52.01i $2,090,000 SEC
2012   Q2 42,612 0.48 Add 2.62% 0.01 $46.44–52.43 · VW $49.98i $2,149,000 SEC
2012   Q1 41,524 0.46 Reduce 17.56% 0.17 $44.63–51.63 · VW $48.96i $2,102,000 SEC
2011   Q4 50,366 0.96 Buy 0.96 $41.31–48.00 · VW $45.58i $2,389,000 SEC
2009   Q3 0 0.00 Sell 100.00% 3.42 $27.10–32.95 · VW $30.56i SEC
2009   Q2 79,870 3.42 Add 23.96% 0.66 $22.22–28.32 · VW $26.15i $2,228,000 SEC
2009   Q1 64,430 2.52 Buy 2.52 $21.63–28.55 · VW $24.39i $1,482,000 SEC
2008   Q4 0 0.00 Sell 100.00% 5.35 $22.75–34.65 · VW $27.98i SEC
2008   Q3 192,860 5.35 Reduce 11.63% 0.52 $30.56–38.17 · VW $33.24i $5,979,000 SEC
2008   Q2 218,232 4.43 Reduce 32.66% 1.29 $33.47–40.33 · VW $36.14i $7,556,000 SEC
2008   Q1 324,082 3.94 Buy 3.94 $32.92–40.52 · VW $37.10i $12,181,000 SEC
2007   Q2 0 0.00 Sell 100.00% 3.54 $30.72–34.81 · VW $33.37i SEC
2007   Q1 278,798 3.54 Buy 3.54 $27.84–31.84 · VW $30.40i $8,788,000 SEC
2006   Q4 0 0.00 Sell 100.00% 3.38 $26.41–29.10 · VW $27.95i SEC
2006   Q3 278,198 3.38 Buy 3.38 $24.47–28.80 · VW $26.87i $7,610,000 SEC
2006   Q1 0 0.00 Sell 100.00% 3.20 $21.75–25.82 · VW $23.95i SEC
2005   Q4 177,804 3.20 $22.52 $4,004,000 SEC
Price snapshot:
Current price$58.95
Avg. buy price$38.49
+/- since buy53.16%
52-week low$47.85
52-week high$66.38