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  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.62 $135.25–225.32 · VW $168.66i SEC
2025   Q3 166,409 0.62 Reduce 39.99% 0.38 $185.63–345.72 · VW $244.43i $46,800,949 SEC
2025   Q2 277,286 0.96 Reduce 43.62% 0.63 $162.60–260.87 · VW $216.53i $60,622,912 SEC
2025   Q1 491,833 1.44 Add 69.24% 0.59 $118.86–167.12 · VW $150.50i $68,763,215 SEC
2024   Q4 290,613 1.10 Reduce 26.86% 0.45 $152.42–198.31 · VW $172.26i $48,427,848 SEC
2024   Q3 397,356 1.66 Reduce 20.20% 0.39 $137.95–196.04 · VW $172.94i $67,709,501 SEC
2024   Q2 497,948 1.92 Add 16.07% 0.27 $117.34–146.59 · VW $135.07i $70,310,262 SEC
2024   Q1 429,021 1.41 Buy 1.41 $110.37–132.77 · VW $120.11i $53,917,111 SEC
2022   Q1 0 0.00 Sell 100.00% 0.45 $66.72–84.52 · VW $74.39i SEC
2021   Q4 233,576 0.45 Add 17.25% 0.07 $70.23–106.34 · VW $84.18i $20,370,000 SEC
2021   Q3 199,209 0.39 Reduce 72.21% 0.82 $84.73–98.95 · VW $91.47i $17,357,000 SEC
2021   Q2 716,927 1.14 Reduce 21.99% 0.28 $75.90–91.78 · VW $85.60i $55,806,000 SEC
2021   Q1 919,047 1.28 Add 2.19% 0.03 $64.77–80.72 · VW $74.74i $64,490,000 SEC
2020   Q4 899,381 1.11 Reduce 23.19% 0.30 $58.01–66.36 · VW $62.96i $58,181,000 SEC
2020   Q3 1,170,847 1.31 Reduce 43.25% 0.90 $54.87–62.60 · VW $58.40i $69,900,000 SEC
2020   Q2 2,063,212 2.08 Reduce 39.81% 1.07 $50.91–58.45 · VW $55.53i $114,034,000 SEC
2020   Q1 3,427,713 2.68 Reduce 19.03% 0.46 $39.71–54.72 · VW $49.40i $165,661,000 SEC
2019   Q4 4,233,389 2.43 Add 0.98% 0.02 $47.90–56.66 · VW $51.34i $224,285,000 SEC
2019   Q3 4,192,407 2.78 Add 8.35% 0.21 $51.55–57.33 · VW $55.01i $230,708,000 SEC
2019   Q2 3,869,153 2.43 Reduce 30.10% 0.91 $49.89–60.50 · VW $54.15i $220,426,000 SEC
2019   Q1 5,535,452 3.01 Reduce 20.46% 0.78 $50.51–55.53 · VW $52.21i $297,309,000 SEC
2018   Q4 6,959,100 3.82 Add 6.67% 0.24 $42.40–53.03 · VW $49.19i $314,203,000 SEC
2018   Q3 6,523,832 3.62 Add 2.64% 0.09 $46.34–52.11 · VW $49.07i $336,369,000 SEC
2018   Q2 6,356,106 3.13 Add 22.67% 0.58 $42.57–49.70 · VW $46.95i $280,050,000 SEC
2018   Q1 5,181,613 2.84 Add 3.44% 0.09 $44.04–53.48 · VW $48.08i $237,059,000 SEC
2017   Q4 5,009,283 2.83 Reduce 4.30% 0.14 $45.92–52.79 · VW $49.79i $236,839,000 SEC
2017   Q3 5,234,398 3.20 Reduce 17.87% 0.79 $47.64–53.14 · VW $49.95i $253,083,000 SEC
2017   Q2 6,373,281 4.42 Add 1.65% 0.07 $43.74–51.85 · VW $48.64i $319,556,000 SEC
2017   Q1 6,269,608 4.81 Add 4.45% 0.21 $42.25–46.99 · VW $44.88i $320,315,000 SEC
2016   Q4 6,002,298 4.76 Add 9.43% 0.41 $37.64–43.26 · VW $41.16i $270,236,000 SEC
2016   Q3 5,484,992 4.47 Add 3.71% 0.16 $37.62–41.42 · VW $39.74i $241,446,000 SEC
2016   Q2 5,288,994 5.31 Add 7.60% 0.37 $38.08–41.91 · VW $40.40i $246,789,000 SEC
2016   Q1 4,915,647 5.41 Reduce 6.38% 0.31 $37.04–42.00 · VW $39.75i $232,854,000 SEC
2015   Q4 5,250,441 4.87 Add 3.30% 0.16 $33.13–39.39 · VW $36.43i $229,198,000 SEC
2015   Q3 5,082,504 4.53 Add 46.64% 1.44 $35.24–40.64 · VW $38.28i $225,227,000 SEC
2015   Q2 3,465,985 4.09 Add 12.93% 0.47 $35.14–45.24 · VW $39.16i $162,345,000 SEC
2015   Q1 3,069,061 4.61 Reduce 9.38% 0.47 $41.26–44.94 · VW $43.23i $174,958,000 SEC
2014   Q4 3,386,750 4.98 Add 10.17% 0.46 $39.92–46.71 · VW $43.48i $170,468,000 SEC
2014   Q3 3,074,189 4.48 Add 2.31% 0.10 $35.82–42.51 · VW $40.25i $127,729,000 SEC
2014   Q2 3,004,889 5.22 Add 17.46% 0.78 $39.53–43.19 · VW $41.42i $126,133,000 SEC
2014   Q1 2,558,189 5.00 Add 17.36% 0.74 $37.38–42.35 · VW $40.58i $109,796,000 SEC
2013   Q4 2,179,800 4.99 Add 31.73% 1.20 $33.22–39.37 · VW $37.23i $86,749,000 SEC
2013   Q3 1,654,800 4.64 Add 63.00% 1.79 $31.82–35.42 · VW $34.18i $56,521,000 SEC
2013   Q2 1,015,200 3.57 Add 18.96% 0.57 $29.86–34.75 · VW $32.16i $33,140,000 SEC
2013   Q1 853,400 3.32 Add 4.94% 0.16 $31.16–36.43 · VW $33.79i $26,836,000 SEC
2012   Q4 813,200 3.47 Add 71.96% 1.45 $31.31–36.31 · VW $33.95i $26,441,000 SEC
2012   Q3 472,900 3.67 Reduce 5.33% 0.17 $29.52–33.29 · VW $31.66i $14,449,000 SEC
2012   Q2 499,500 3.27 Add 7.19% 0.22 $25.84–32.30 · VW $29.93i $14,535,000 SEC
2012   Q1 466,000 2.89 Add 971.26% 2.62 $25.33–31.15 · VW $27.65i $13,170,000 SEC
2011   Q4 43,500 0.45 Buy 0.45 $24.91–32.24 · VW $28.80i $1,116,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82