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  Smurfit Westrock Plc (SW)
← All SW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 15,566,028 7.61 Reduce 18.64% 1.90 $36.00–52.65 · VW $43.31i $620,306,256 SEC
2025   Q4 19,132,879 10.18 Add 154.33% 6.18 $32.73–43.57 · VW $37.10i $739,868,443 SEC
2025   Q3 7,522,983 4.23 Add 7.23% 0.29 $41.69–49.01 · VW $45.12i $320,253,376 SEC
2025   Q2 7,015,694 4.79 Add 160.43% 2.95 $37.01–47.13 · VW $42.65i $302,727,181 SEC
2025   Q1 2,693,844 2.54 Add 1.16% 0.03 $42.82–56.05 · VW $50.42i $121,384,608 SEC
2024   Q4 2,662,964 3.27 Reduce 36.56% 1.86 $43.06–56.99 · VW $51.99i $143,427,217 SEC
2024   Q3 4,197,579 5.10 Buy 5.10 $38.55–50.60 · VW $45.94i $207,444,346 SEC
Price snapshot:
Current price$43.15
Avg. buy price$41.29
+/- since buy4.50%
52-week low$32.08
52-week high$51.63