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  GSK plc (GSK)
← All GSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,110 0.01 Reduce 67.22% 0.01 $49.39–59.57 · VW $53.17i $613,177 SEC
2025   Q4 33,897 0.02 Reduce 97.12% 0.65 $47.13–61.70 · VW $55.99i $1,662,321 SEC
2025   Q3 1,177,001 0.67 Add 6.32% 0.04 $38.63–48.69 · VW $45.06i $50,799,344 SEC
2025   Q2 1,107,076 0.67 Reduce 0.08% <0.01 $35.45–42.63 · VW $39.25i $42,511,705 SEC
2025   Q1 1,107,923 0.90 Add 2.91% 0.03 $32.38–41.17 · VW $38.19i $42,920,943 SEC
2024   Q4 1,076,580 0.83 Add 19.97% 0.14 $31.72–38.40 · VW $35.90i $36,409,929 SEC
2024   Q3 897,406 0.90 Add 19.09% 0.14 $32.83–44.26 · VW $37.07i $36,685,942 SEC
2024   Q2 753,535 0.79 Add 2.22% 0.02 $37.81–44.67 · VW $42.13i $29,011,113 SEC
2024   Q1 737,185 0.83 Reduce 7.32% 0.05 $39.16–45.93 · VW $43.29i $31,603,132 SEC
2023   Q4 795,441 0.75 Add 40.85% 0.22 $35.81–42.69 · VW $40.13i $29,479,046 SEC
2023   Q3 564,747 0.54 Add 41.39% 0.16 $33.67–38.21 · VW $35.96i $20,472,082 SEC
2023   Q2 399,430 0.37 Add 25.15% 0.07 $33.33–36.57 · VW $35.01i $14,235,678 SEC
2023   Q1 319,160 0.27 Add 34.65% 0.07 $33.20–38.32 · VW $35.04i $11,355,718 SEC
2022   Q4 237,033 0.24 Add 29.14% 0.05 $34.23–39.74 · VW $36.08i $8,329,323 SEC
2022   Q3 183,544 0.15 Reduce 27.51% 0.08 $28.47–34.62 · VW $32.56i $5,402,000 SEC
2022   Q2 253,206 0.28 Buy 0.28 $32.46–44.75 · VW $36.56i $11,238,000 SEC
Price snapshot:
Current price$52.29
Avg. buy price$38.15
+/- since buy37.08%
52-week low$34.17
52-week high$60.65