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  Canadian Pacific Kansas City Ltd. (CP)
← All CP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,792,381 8.47 Reduce 30.20% 3.86 $76.30–91.46 · VW $85.69i $689,859,836 SEC
2025   Q4 12,596,802 12.78 Reduce 6.85% 0.91 $70.01–88.96 · VW $82.19i $928,556,747 SEC
2025   Q3 13,522,873 13.31 Reduce 7.89% 1.45 $68.42–78.49 · VW $73.16i $1,007,358,393 SEC
2025   Q2 14,680,499 18.42 Reduce 14.69% 3.71 $72.33–83.65 · VW $77.39i $1,163,875,816 SEC
2025   Q1 17,208,788 25.25 Add 11.53% 2.61 $66.49–82.35 · VW $76.83i $1,207,605,037 SEC
2024   Q4 15,429,804 25.43 Add 76.50% 11.02 $70.89–82.53 · VW $77.11i $1,116,631,631 SEC
2024   Q3 8,742,034 18.39 Add 9.03% 1.52 $72.69–87.72 · VW $79.00i $748,400,095 SEC
2024   Q2 8,018,251 17.21 Add 18.65% 2.71 $75.18–85.88 · VW $81.33i $631,325,680 SEC
2024   Q1 6,757,838 15.59 Add 21.51% 2.76 $72.29–91.58 · VW $81.08i $596,130,779 SEC
2023   Q4 5,561,777 11.26 Add 35.93% 2.98 $72.11–86.92 · VW $81.35i $442,109,910 SEC
2023   Q3 4,091,735 8.06 Buy 8.06 $68.92–80.47 · VW $73.80i $305,505,007 SEC
Price snapshot:
Current price$91.35
Avg. buy price$75.42
+/- since buy21.12%
52-week low$68.13
52-week high$91.56