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  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 559,882 0.66 Add 2.53% 0.02 $92.19–116.03 · VW $101.53i $53,961,450 SEC
2025   Q4 546,064 0.85 Reduce 8.37% 0.08 $101.89–117.09 · VW $110.92i $62,125,705 SEC
2025   Q3 595,915 0.90 Reduce 4.45% 0.05 $111.52–124.61 · VW $116.88i $68,232,202 SEC
2025   Q2 623,677 1.22 Reduce 34.61% 0.68 $80.10–124.69 · VW $109.60i $77,342,152 SEC
2025   Q1 953,852 1.97 Add 13.29% 0.23 $95.70–118.59 · VW $104.33i $94,145,154 SEC
2024   Q4 841,942 2.13 Reduce 23.96% 0.63 $91.46–118.63 · VW $107.15i $93,750,230 SEC
2024   Q3 1,107,223 2.62 Add 12.26% 0.29 $83.91–99.74 · VW $93.28i $106,503,718 SEC
2024   Q2 986,285 2.67 Add 19.86% 0.44 $98.38–123.69 · VW $107.12i $97,928,199 SEC
2024   Q1 822,867 2.63 Reduce 25.35% 0.64 $88.69–123.74 · VW $111.60i $100,737,480 SEC
2023   Q4 1,102,237 2.53 Add 1.26% 0.03 $78.73–96.51 · VW $88.51i $99,520,929 SEC
2023   Q3 1,088,542 2.33 Add 30.23% 0.54 $79.22–92.53 · VW $84.27i $88,226,371 SEC
2023   Q2 835,862 1.96 Add 5.93% 0.11 $87.01–103.91 · VW $93.40i $74,625,719 SEC
2023   Q1 789,059 1.89 Add 0.02% <0.01 $87.83–118.18 · VW $102.05i $79,008,363 SEC
2022   Q4 788,927 1.99 Add 24.28% 0.39 $84.07–108.84 · VW $93.26i $68,541,987 SEC
2022   Q3 634,822 1.68 Reduce 12.38% 0.21 $90.23–126.48 · VW $103.68i $59,883,000 SEC
2022   Q2 724,540 1.71 Add 10.66% 0.16 $92.01–139.26 · VW $108.56i $68,397,000 SEC
2022   Q1 654,733 2.15 Add 4.56% 0.09 $128.38–160.32 · VW $141.95i $89,803,000 SEC
2021   Q4 626,207 2.13 Add 35.76% 0.56 $142.04–179.63 · VW $158.85i $96,993,000 SEC
2021   Q3 461,244 1.76 Reduce 14.68% 0.29 $169.03–187.58 · VW $175.26i $78,029,000 SEC
2021   Q2 540,628 1.95 Reduce 4.85% 0.10 $167.10–191.67 · VW $178.18i $95,026,000 SEC
2021   Q1 568,156 2.08 Add 3.61% 0.07 $160.52–203.02 · VW $182.69i $104,836,000 SEC
2020   Q4 548,341 1.89 Reduce 16.87% 0.26 $117.23–183.40 · VW $160.60i $99,348,000 SEC
2020   Q3 659,594 1.54 Add 42.54% 0.46 $112.00–137.24 · VW $124.44i $81,842,000 SEC
2020   Q2 462,748 0.94 Add 7.58% 0.07 $92.56–127.82 · VW $110.63i $51,601,000 SEC
2020   Q1 430,162 0.67 Buy 0.67 $79.07–148.20 · VW $107.96i $41,554,000 SEC
2015   Q3 0 0.00 Sell 100.00% 1.75 $90.00–122.08 · VW $104.76i SEC
2015   Q2 519,715 1.75 Add 8.48% 0.14 $104.25–115.28 · VW $111.22i $69,539,000 SEC
2015   Q1 479,074 1.77 Reduce 12.53% 0.21 $90.06–108.94 · VW $101.30i $67,040,000 SEC
2014   Q4 547,730 1.69 Add 11.24% 0.17 $78.54–95.93 · VW $89.55i $58,067,000 SEC
2014   Q3 492,400 1.68 Reduce 4.41% 0.08 $84.87–91.20 · VW $88.37i $47,795,000 SEC
2014   Q2 515,100 1.90 Add 16.56% 0.27 $76.31–86.07 · VW $82.71i $45,845,000 SEC
2014   Q1 441,900 1.70 Add 16.05% 0.24 $69.85–83.65 · VW $77.86i $37,225,000 SEC
2013   Q4 380,800 1.75 Add 8.68% 0.14 $63.10–76.54 · VW $72.01i $30,377,000 SEC
2013   Q3 350,400 1.92 Add 19.79% 0.32 $60.41–67.65 · VW $64.18i $23,374,000 SEC
2013   Q2 292,500 2.12 Reduce 0.71% 0.01 $56.15–67.89 · VW $62.40i $19,649,000 SEC
2013   Q1 294,600 2.01 Reduce 2.09% 0.04 $50.18–57.82 · VW $54.93i $16,265,000 SEC
2012   Q4 300,900 1.92 Add 63.98% 0.75 $46.53–53.15 · VW $49.82i $14,608,000 SEC
2012   Q3 183,500 2.36 Reduce 16.89% 0.40 $46.85–53.40 · VW $50.84i $9,306,000 SEC
2012   Q2 220,800 2.37 Reduce 11.89% 0.28 $40.88–48.95 · VW $46.11i $10,499,000 SEC
2012   Q1 250,600 2.34 Add 564.72% 1.99 $37.94–44.50 · VW $42.07i $10,648,000 SEC
2011   Q4 37,700 0.57 Add 46.42% 0.18 $28.19–37.80 · VW $34.50i $1,414,000 SEC
2009   Q3 25,748 2.01 Reduce 1.90% 0.02 $22.05–28.68 · VW $26.06i $707,000 SEC
2009   Q2 26,248 0.94 $23.32 $612,000 SEC
2009   Q1 26,248 0.81 Add 67.34% 0.33 $15.14–24.83 · VW $19.38i $477,000 SEC
2008   Q4 15,685 1.62 Buy 1.62 $18.60–31.06 · VW $24.12i $356,000 SEC
Price snapshot:
Current price$96.00
Avg. buy price$101.88
+/- since buy-5.77%
52-week low$91.49
52-week high$121.64