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  Infosys Ltd. (INFY)
← All INFY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,896,488 0.31 Reduce 23.60% 0.14 $12.57–19.45 · VW $15.32i $25,621,553 SEC
2025   Q4 2,482,318 0.61 Add 774.28% 0.54 $15.82–30.00 · VW $18.70i $44,234,907 SEC
2025   Q3 283,927 0.06 $16.27 $4,619,492 SEC
2025   Q2 283,927 0.08 Reduce 89.24% 0.90 $15.82–18.93 · VW $17.86i $5,261,167 SEC
2025   Q1 2,638,154 1.01 Add 382.52% 0.80 $17.87–23.19 · VW $20.36i $48,146,311 SEC
2024   Q4 546,743 0.27 Add 1.66% <0.01 $20.65–23.63 · VW $22.01i $11,984,607 SEC
2024   Q3 537,836 0.29 Add 1.34% <0.01 $18.71–23.48 · VW $21.92i $11,977,608 SEC
2024   Q2 530,713 0.27 Reduce 1.98% <0.01 $16.04–18.74 · VW $17.24i $9,881,876 SEC
2024   Q1 541,426 0.25 $17.93 $9,707,768 SEC
2023   Q4 541,426 0.25 Add 20.26% 0.04 $16.21–18.98 · VW $17.35i $9,951,410 SEC
2023   Q3 450,220 0.20 Reduce 28.30% 0.08 $15.33–18.18 · VW $16.99i $7,703,264 SEC
2023   Q2 627,924 0.27 Reduce 30.05% 0.11 $14.71–17.80 · VW $15.84i $10,090,739 SEC
2023   Q1 897,726 0.38 Reduce 11.92% 0.06 $16.59–19.59 · VW $18.07i $15,656,341 SEC
2022   Q4 1,019,249 0.53 Reduce 49.61% 0.48 $16.82–20.57 · VW $18.71i $18,356,675 SEC
2022   Q3 2,022,861 0.96 Reduce 45.05% 0.77 $16.39–20.60 · VW $18.39i $34,328,000 SEC
2022   Q2 3,681,324 1.70 Reduce 29.10% 0.90 $17.52–25.13 · VW $19.90i $68,141,000 SEC
2022   Q1 5,192,576 3.09 Reduce 0.78% 0.02 $21.04–26.39 · VW $23.49i $129,243,000 SEC
2021   Q4 5,233,259 2.91 Reduce 6.88% 0.19 $21.73–25.60 · VW $23.19i $132,454,000 SEC
2021   Q3 5,619,616 2.81 Reduce 1.81% 0.05 $20.50–24.14 · VW $22.57i $125,036,000 SEC
2021   Q2 5,723,416 2.48 Reduce 12.48% 0.30 $17.24–21.51 · VW $19.32i $121,279,000 SEC
2021   Q1 6,539,548 2.42 Reduce 0.19% <0.01 $16.88–19.37 · VW $17.90i $122,420,000 SEC
2020   Q4 6,551,860 2.11 Add 6.58% 0.13 $13.57–17.03 · VW $15.31i $111,054,000 SEC
2020   Q3 6,147,545 1.60 Add 25.81% 0.33 $9.53–13.94 · VW $12.44i $84,898,000 SEC
2020   Q2 4,886,449 0.86 Reduce 10.51% 0.08 $7.46–9.72 · VW $9.03i $47,203,000 SEC
2020   Q1 5,460,582 0.73 Add 529.69% 0.61 $6.76–11.44 · VW $9.70i $44,831,000 SEC
2019   Q4 867,182 0.10 Reduce 23.15% 0.03 $8.76–11.31 · VW $9.91i $8,949,000 SEC
2019   Q3 1,128,382 0.15 Reduce 48.36% 0.13 $10.37–12.08 · VW $11.25i $12,830,000 SEC
2019   Q2 2,185,065 0.26 Reduce 40.68% 0.17 $10.01–11.38 · VW $10.64i $23,380,000 SEC
2019   Q1 3,683,732 0.41 $10.93 $40,263,000 SEC
2018   Q4 3,683,732 0.43 Add 1147.74% 0.40 $8.85–10.52 · VW $9.58i $35,069,000 SEC
2018   Q3 295,232 0.03 Add 10.41% <0.01 $9.45–10.65 · VW $10.15i $3,003,000 SEC
2018   Q2 267,400 0.03 $9.72 $2,598,000 SEC
2018   Q1 267,400 0.03 Reduce 44.76% 0.02 $8.01–9.35 · VW $8.83i $2,387,000 SEC
2017   Q4 484,030 0.05 Add 28.93% 0.01 $7.07–8.19 · VW $7.59i $3,925,000 SEC
2017   Q3 375,430 0.03 Reduce 48.28% 0.04 $6.94–8.07 · VW $7.53i $2,739,000 SEC
2017   Q2 725,830 0.08 Reduce 75.61% 0.27 $7.15–7.89 · VW $7.51i $5,451,000 SEC
2017   Q1 2,976,430 0.36 Reduce 7.05% 0.03 $6.71–7.96 · VW $7.38i $23,781,000 SEC
2016   Q4 3,202,030 0.42 Add 4.99% 0.02 $6.87–8.35 · VW $7.47i $23,999,000 SEC
2016   Q3 3,049,830 0.45 Reduce 49.02% 0.57 $7.82–9.24 · VW $8.18i $24,315,000 SEC
2016   Q2 5,982,200 1.16 Reduce 2.84% 0.04 $8.65–10.23 · VW $9.38i $53,689,000 SEC
2016   Q1 6,156,800 1.36 Add 117.34% 0.73 $7.88–9.66 · VW $8.72i $58,706,000 SEC
2015   Q4 2,832,800 0.50 Add 64.16% 0.20 $7.86–9.73 · VW $8.72i $23,725,000 SEC
2015   Q3 1,725,600 0.33 Add 910.30% 0.30 $7.66–9.58 · VW $8.68i $16,471,000 SEC
2015   Q2 170,800 0.03 Reduce 92.70% 0.50 $7.63–9.11 · VW $8.03i $1,354,000 SEC
2015   Q1 2,340,400 0.54 Add 2067.04% 0.52 $7.70–9.32 · VW $8.72i $20,525,000 SEC
2014   Q4 108,000 0.02 Add 486.96% 0.02 $7.38–8.80 · VW $8.17i $849,000 SEC
2014   Q3 18,400 <0.01 Reduce 78.30% 0.02 $6.58–7.77 · VW $7.22i $139,000 SEC
2014   Q2 84,800 0.02 Reduce 34.95% 0.01 $6.26–6.99 · VW $6.62i $570,000 SEC
2014   Q1 130,360 0.04 Reduce 77.37% 0.18 $6.61–7.90 · VW $7.27i $883,000 SEC
2013   Q4 575,960 0.23 Add 510.39% 0.19 $5.97–7.29 · VW $6.70i $4,075,000 SEC
2013   Q3 94,360 0.05 Add 463.01% 0.04 $5.00–6.31 · VW $5.89i $567,000 SEC
2013   Q2 16,760 0.01 $5.13 $86,000 SEC
2013   Q1 16,760 0.01 $6.74 $113,000 SEC
2012   Q4 16,760 0.01 $5.31 $89,000 SEC
2012   Q3 16,760 0.03 $6.09 $102,000 SEC
2012   Q2 16,760 0.02 $5.61 $94,000 SEC
2012   Q1 16,760 0.03 Reduce 34.43% 0.02 $6.28–7.61 · VW $7.02i $119,000 SEC
2011   Q4 25,560 0.07 Buy 0.07 $6.05–7.68 · VW $6.74i $164,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.10 $4.23–6.26 · VW $5.35i SEC
2009   Q2 14,400 0.10 Reduce 86.96% 0.53 $3.26–4.77 · VW $4.11i $66,000 SEC
2009   Q1 110,400 0.61 Reduce 27.37% 0.56 $2.83–3.67 · VW $3.25i $361,000 SEC
2008   Q4 152,000 2.04 Add 171.43% 1.29 $2.64–4.19 · VW $3.32i $447,000 SEC
2008   Q3 56,000 0.21 Buy 0.21 $3.54–5.63 · VW $4.77i $233,000 SEC
Price snapshot:
Current price$11.50
Avg. buy price$17.71
+/- since buy-35.08%
52-week low$10.34
52-week high$29.37