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  Essent Group Ltd (ESNT)
← All ESNT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 1.28 $34.27–44.34 · VW $39.22i SEC
2022   Q2 1,314,173 1.28 Reduce 36.53% 0.75 $35.53–44.49 · VW $40.96i $51,121,000 SEC
2022   Q1 2,070,430 2.04 Reduce 12.58% 0.30 $39.26–50.17 · VW $44.24i $85,322,000 SEC
2021   Q4 2,368,501 2.37 Add 9.75% 0.21 $41.13–49.93 · VW $45.04i $107,838,000 SEC
2021   Q3 2,158,040 2.14 Reduce 4.35% 0.09 $42.13–48.41 · VW $45.27i $94,975,000 SEC
2021   Q2 2,256,106 2.08 Reduce 10.94% 0.26 $44.32–54.22 · VW $49.00i $101,412,000 SEC
2021   Q1 2,533,301 2.38 Add 77.80% 1.04 $39.62–49.53 · VW $44.11i $120,306,000 SEC
2020   Q4 1,424,816 1.17 Reduce 5.02% 0.05 $36.39–47.18 · VW $42.60i $61,552,000 SEC
2020   Q3 1,500,137 1.04 Add 29.57% 0.24 $30.76–39.54 · VW $35.60i $55,520,000 SEC
2020   Q2 1,157,786 0.77 Buy 0.77 $20.90–41.03 · VW $32.20i $41,993,000 SEC