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  Gerdau S.A. (GGB)
← All GGB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,841,155 0.30 Reduce 5.76% 0.02 $3.14–4.66 · VW $3.98i $24,696,570 SEC
2025   Q4 7,259,433 0.37 Add 0.98% <0.01 $3.10–3.80 · VW $3.49i $26,787,308 SEC
2025   Q3 7,189,270 0.29 Add 169.24% 0.18 $2.83–3.23 · VW $3.03i $22,286,737 SEC
2025   Q2 2,670,178 0.12 $2.92 $7,796,920 SEC
2025   Q1 2,670,178 0.16 $2.84 $7,583,306 SEC
2024   Q4 2,670,178 0.18 $2.88 $7,690,113 SEC
2024   Q3 2,670,178 0.23 $3.50 $9,345,623 SEC
2024   Q2 2,670,178 0.24 Reduce 43.10% 0.19 $3.06–4.04 · VW $3.54i $8,811,587 SEC
2024   Q1 4,692,970 0.45 Reduce 46.86% 0.43 $3.42–4.08 · VW $3.63i $17,286,282 SEC
2023   Q4 8,830,765 0.91 Reduce 3.78% 0.04 $3.50–4.21 · VW $3.83i $35,691,009 SEC
2023   Q3 9,177,727 0.96 Reduce 1.06% 0.01 $3.97–5.13 · VW $4.49i $36,481,466 SEC
2023   Q2 9,276,505 1.06 Add 9.44% 0.09 $3.86–4.51 · VW $4.13i $40,352,797 SEC
2023   Q1 8,476,597 0.84 Buy 0.84 $3.74–5.29 · VW $4.54i $34,824,686 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $1.31–4.24 · VW $3.01i SEC
2019   Q4 13,482 <0.01 Reduce 96.50% <0.01 $2.35–3.94 · VW $3.06i $52,000 SEC
2019   Q3 384,904 0.01 Reduce 96.79% 0.40 $2.17–3.24 · VW $2.62i $962,000 SEC
2019   Q2 11,981,509 0.41 Reduce 11.52% 0.05 $2.60–3.41 · VW $2.93i $36,991,000 SEC
2019   Q1 13,541,724 0.42 Buy 0.42 $2.93–3.48 · VW $3.25i $41,700,000 SEC
Price snapshot:
Current price$4.49
Avg. buy price$3.48
+/- since buy28.87%
52-week low$2.77
52-week high$4.94