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  Carrier Global Corp. (CARR)
← All CARR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,102,878 1.45 Add 13.74% 0.18 $50.24–68.33 · VW $59.06i $118,413,118 SEC
2025   Q4 1,848,827 1.34 Add 26.07% 0.28 $50.30–62.33 · VW $55.34i $97,692,043 SEC
2025   Q3 1,466,481 1.16 Buy 1.16 $58.32–81.09 · VW $66.84i $87,548,857 SEC
2023   Q3 0 0.00 Sell 100.00% 0.99 $48.35–60.04 · VW $55.16i SEC
2023   Q2 754,096 0.99 Reduce 45.65% 0.69 $40.28–50.08 · VW $43.99i $37,486,110 SEC
2023   Q1 1,387,599 1.52 Reduce 4.03% 0.07 $41.12–49.17 · VW $44.94i $63,482,617 SEC
2022   Q4 1,445,803 1.73 Reduce 2.53% 0.04 $33.10–45.22 · VW $39.92i $59,639,397 SEC
2022   Q3 1,483,328 1.48 Reduce 31.04% 0.59 $34.69–44.60 · VW $39.40i $52,747,000 SEC
2022   Q2 2,150,892 1.91 Add 72.61% 0.80 $34.12–45.72 · VW $38.62i $76,701,000 SEC
2022   Q1 1,246,119 1.37 Add 9.19% 0.12 $42.45–54.64 · VW $46.51i $57,159,000 SEC
2021   Q4 1,141,286 1.36 Add 0.15% <0.01 $49.93–57.97 · VW $54.10i $61,903,000 SEC
2021   Q3 1,139,582 1.33 Reduce 30.95% 0.51 $47.53–58.89 · VW $53.87i $58,985,000 SEC
2021   Q2 1,650,339 1.64 Reduce 5.80% 0.08 $42.01–49.10 · VW $44.75i $80,206,000 SEC
2021   Q1 1,751,976 1.46 Add 75.21% 0.63 $34.21–43.48 · VW $38.94i $73,968,000 SEC
2020   Q4 999,935 0.72 Buy 0.72 $31.45–41.48 · VW $36.85i $37,718,000 SEC
Price snapshot:
Current price$68.61
Avg. buy price$58.04
+/- since buy18.21%
52-week low$49.85
52-week high$80.15