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  Dr Reddy's Laboratories Ltd (RDY)
← All RDY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.03 $13.14–14.95 · VW $13.88i SEC
2025   Q3 159,139 0.03 $13.98 $2,224,763 SEC
2025   Q2 159,139 0.04 Add 10.18% <0.01 $12.26–16.17 · VW $14.15i $2,391,859 SEC
2025   Q1 144,439 0.04 Reduce 73.22% 0.14 $12.50–15.84 · VW $13.59i $1,905,150 SEC
2024   Q4 539,305 0.19 $15.79 $8,515,626 SEC
2024   Q3 539,305 0.21 Add 1.59% <0.01 $15.02–16.89 · VW $16.13i $8,569,556 SEC
2024   Q2 530,870 0.22 Reduce 7.87% 0.02 $13.61–15.37 · VW $14.47i $8,089,397 SEC
2024   Q1 576,190 0.22 $14.67 $8,452,707 SEC
2023   Q4 576,190 0.20 $13.92 $8,018,260 SEC
2023   Q3 576,190 0.20 Reduce 23.17% 0.06 $12.32–14.63 · VW $13.67i $7,705,965 SEC
2023   Q2 749,910 0.25 Reduce 6.82% 0.02 $10.62–12.66 · VW $11.72i $9,465,364 SEC
2023   Q1 804,830 0.22 Add 59.65% 0.08 $10.23–11.42 · VW $10.83i $9,163,794 SEC
2022   Q4 504,110 0.15 Add 17.28% 0.02 $10.09–11.53 · VW $10.89i $5,217,539 SEC
2022   Q3 429,845 0.13 Add 81.93% 0.06 $9.96–11.52 · VW $10.51i $4,500,000 SEC
2022   Q2 236,265 0.07 Reduce 32.26% 0.03 $9.92–11.66 · VW $10.90i $2,617,000 SEC
2022   Q1 348,790 0.09 Reduce 0.75% <0.01 $9.58–13.07 · VW $11.01i $3,888,000 SEC
2021   Q4 351,435 0.10 Reduce 13.59% 0.02 $11.81–13.48 · VW $12.63i $4,597,000 SEC
2021   Q3 406,700 0.12 Reduce 50.12% 0.13 $12.02–15.10 · VW $13.03i $5,298,000 SEC
2021   Q2 815,295 0.25 Add 0.76% <0.01 $12.31–14.88 · VW $13.92i $11,986,000 SEC
2021   Q1 809,145 0.20 Reduce 16.71% 0.04 $11.51–14.68 · VW $12.44i $9,935,000 SEC
2020   Q4 971,530 0.26 Reduce 1.70% <0.01 $12.48–14.29 · VW $13.40i $13,852,000 SEC
2020   Q3 988,380 0.26 Add 34.58% 0.07 $10.22–14.70 · VW $12.37i $13,750,000 SEC
2020   Q2 734,400 0.14 Reduce 6.65% <0.01 $7.74–11.04 · VW $10.15i $7,786,000 SEC
2020   Q1 786,725 0.10 Add 234.46% 0.07 $6.67–9.24 · VW $8.21i $6,346,000 SEC
2019   Q4 235,225 0.02 $8.12 $1,909,000 SEC
2019   Q3 235,225 0.02 Add 11.98% <0.01 $6.93–7.97 · VW $7.36i $1,783,000 SEC
2019   Q2 210,060 0.02 Reduce 2.75% <0.01 $7.16–8.56 · VW $7.86i $1,574,000 SEC
2019   Q1 216,000 0.02 $8.10 $1,750,000 SEC
2018   Q4 216,000 0.02 $7.54 $1,629,000 SEC
2018   Q3 216,000 0.02 $6.92 $1,495,000 SEC
2018   Q2 216,000 0.02 $6.44 $1,391,000 SEC
2018   Q1 216,000 0.02 Reduce 55.02% 0.02 $6.38–7.99 · VW $6.90i $1,412,000 SEC
2017   Q4 480,215 0.04 $7.51 $3,607,000 SEC
2017   Q3 480,215 0.04 Reduce 49.06% 0.05 $5.97–8.59 · VW $7.07i $3,427,000 SEC
2017   Q2 942,715 0.11 Reduce 4.72% <0.01 $7.41–8.54 · VW $8.08i $7,945,000 SEC
2017   Q1 989,430 0.12 Reduce 9.20% 0.02 $7.81–9.39 · VW $8.67i $7,946,000 SEC
2016   Q4 1,089,715 0.17 Add 13.78% 0.02 $8.81–10.02 · VW $9.41i $9,868,000 SEC
2016   Q3 957,715 0.16 Reduce 34.98% 0.11 $8.50–10.95 · VW $9.29i $8,891,000 SEC
2016   Q2 1,473,000 0.32 Reduce 22.51% 0.09 $8.32–10.26 · VW $9.35i $15,092,000 SEC
2016   Q1 1,901,000 0.40 Add 1.63% <0.01 $8.13–9.88 · VW $8.90i $17,181,000 SEC
2015   Q4 1,870,500 0.37 Reduce 36.23% 0.27 $8.68–13.60 · VW $10.93i $17,317,000 SEC
2015   Q3 2,933,000 0.75 Add 7.71% 0.05 $11.10–13.60 · VW $12.57i $37,490,000 SEC
2015   Q2 2,723,000 0.76 Add 1.78% 0.01 $10.25–12.17 · VW $10.92i $30,275,000 SEC
2015   Q1 2,675,500 0.80 Reduce 11.26% 0.10 $9.50–11.65 · VW $10.63i $30,554,000 SEC
2014   Q4 3,015,060 0.89 Add 259.36% 0.64 $9.13–11.80 · VW $10.53i $30,641,000 SEC
2014   Q3 839,000 0.31 Reduce 13.86% 0.05 $8.61–10.73 · VW $9.57i $8,818,000 SEC
2014   Q2 974,000 0.35 Reduce 54.19% 0.44 $7.65–9.25 · VW $8.50i $8,406,000 SEC
2014   Q1 2,126,000 0.81 Add 65.78% 0.32 $7.88–9.59 · VW $8.78i $17,843,000 SEC
2013   Q4 1,282,405 0.60 Buy 0.60 $7.60–8.28 · VW $7.98i $10,517,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.04 $6.21–6.97 · VW $6.59i SEC
2012   Q3 22,655 0.04 Reduce 86.64% 0.20 $5.74–6.52 · VW $6.05i $140,000 SEC
2012   Q2 169,580 0.23 Add 648.53% 0.20 $5.46–7.03 · VW $6.24i $1,002,000 SEC
2012   Q1 22,655 0.03 Reduce 20.94% 0.01 $5.91–6.98 · VW $6.70i $157,000 SEC
2011   Q4 28,655 0.07 Buy 0.07 $5.75–6.92 · VW $6.21i $169,000 SEC