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  TD SYNNEX Corp. (SNX)
← All SNX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.14 $134.31–167.76 · VW $150.78i SEC
2025   Q2 62,872 0.14 Reduce 52.14% 0.15 $92.23–138.97 · VW $116.87i $8,531,684 SEC
2025   Q1 131,359 0.29 Reduce 77.99% 1.24 $98.00–145.10 · VW $125.39i $13,656,124 SEC
2024   Q4 596,782 1.59 Reduce 5.79% 0.11 $114.41–126.56 · VW $119.08i $69,990,665 SEC
2024   Q3 633,477 1.87 Reduce 0.78% 0.02 $107.84–123.22 · VW $116.65i $76,067,872 SEC
2024   Q2 638,438 2.01 Reduce 17.61% 0.40 $110.96–133.85 · VW $119.89i $73,675,687 SEC
2024   Q1 774,907 2.29 Reduce 2.94% 0.06 $98.70–116.05 · VW $105.26i $87,687,011 SEC
2023   Q4 798,400 2.19 Add 2.57% 0.06 $89.73–108.92 · VW $97.80i $85,915,737 SEC
2023   Q3 778,367 2.05 Add 23.00% 0.38 $91.29–103.82 · VW $98.83i $77,727,780 SEC
2023   Q2 632,815 1.57 Add 25.10% 0.32 $86.30–98.58 · VW $91.45i $59,484,591 SEC
2023   Q1 505,856 1.17 Add 37.17% 0.32 $88.61–111.57 · VW $98.74i $48,961,744 SEC
2022   Q4 368,775 1.01 Reduce 4.19% 0.04 $78.86–103.80 · VW $93.61i $34,926,713 SEC
2022   Q3 384,915 0.88 Reduce 13.63% 0.14 $81.06–107.42 · VW $93.48i $31,251,000 SEC
2022   Q2 445,653 1.01 Reduce 0.55% <0.01 $88.61–107.05 · VW $99.02i $40,599,000 SEC
2022   Q1 448,132 1.11 Add 3.29% 0.04 $96.09–119.30 · VW $105.34i $46,252,000 SEC
2021   Q4 433,853 1.09 Buy 1.09 $101.56–115.76 · VW $107.75i $49,615,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.23 $79.05–117.99 · VW $94.42i SEC
2020   Q4 147,771 0.23 Reduce 90.77% 1.92 $64.50–85.38 · VW $75.29i $12,034,000 SEC
2020   Q3 1,600,242 2.11 Reduce 32.63% 0.85 $57.60–72.00 · VW $64.49i $112,065,000 SEC
2020   Q2 2,375,282 2.59 Reduce 42.67% 1.05 $33.33–60.08 · VW $49.68i $142,244,000 SEC
2020   Q1 4,142,818 2.45 Reduce 5.59% 0.17 $26.03–76.54 · VW $57.80i $151,420,000 SEC
2019   Q4 4,388,122 3.06 Reduce 4.60% 0.14 $54.15–65.48 · VW $60.41i $282,595,000 SEC
2019   Q3 4,599,690 3.12 Add 7.74% 0.22 $39.28–57.46 · VW $48.68i $259,653,000 SEC
2019   Q2 4,269,168 2.31 Add 43.19% 0.70 $43.15–54.81 · VW $48.69i $210,043,000 SEC
2019   Q1 2,981,422 1.44 Add 2.25% 0.03 $38.45–51.66 · VW $47.05i $142,199,000 SEC
2018   Q4 2,915,798 1.43 Buy 1.43 $35.92–45.31 · VW $39.86i $117,857,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.45 $45.83–59.40 · VW $52.65i SEC
2016   Q2 383,492 0.45 Reduce 53.83% 0.56 $38.77–49.00 · VW $44.72i $21,017,000 SEC
2016   Q1 830,520 1.04 Reduce 35.32% 0.52 $37.94–51.42 · VW $44.52i $44,791,000 SEC
2015   Q4 1,284,120 1.48 Reduce 39.04% 0.87 $41.21–48.46 · VW $45.45i $69,835,000 SEC
2015   Q3 2,106,344 2.22 Add 20.55% 0.38 $35.50–43.43 · VW $39.20i $110,583,000 SEC
2015   Q2 1,747,342 1.88 Reduce 21.08% 0.63 $35.07–42.63 · VW $38.58i $74,726,000 SEC
2015   Q1 2,213,972 2.99 Reduce 6.36% 0.19 $35.01–40.14 · VW $37.89i $113,538,000 SEC
2014   Q4 2,364,380 3.03 Add 11.94% 0.32 $29.64–39.99 · VW $34.92i $103,854,000 SEC
2014   Q3 2,112,218 2.61 Buy 2.61 $29.88–37.28 · VW $33.31i $74,378,000 SEC
Price snapshot:
Current price$251.31
52-week low$138.07
52-week high$296.47