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
← All VSS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 103,581 0.19 Add 42.03% 0.06 $140.91–160.68 · VW $151.97i $15,101,074 SEC
2025   Q4 72,930 0.14 Reduce 19.17% 0.03 $136.63–145.35 · VW $142.55i $10,453,057 SEC
2025   Q3 90,227 0.17 Add 46.51% 0.05 $132.84–145.33 · VW $138.18i $12,861,859 SEC
2025   Q2 61,586 0.13 Reduce 1.97% <0.01 $102.76–134.44 · VW $120.99i $8,276,543 SEC
2025   Q1 62,822 0.15 Reduce 14.70% 0.03 $110.11–120.16 · VW $115.38i $7,262,223 SEC
2024   Q4 73,644 0.19 Add 0.10% <0.01 $113.01–126.33 · VW $119.21i $8,430,765 SEC
2024   Q3 73,567 0.23 Reduce 34.54% 0.12 $111.22–126.80 · VW $120.98i $9,266,499 SEC
2024   Q2 112,384 0.36 Add 103.01% 0.18 $111.89–121.20 · VW $117.42i $13,203,996 SEC
2024   Q1 55,360 0.17 Reduce 37.91% 0.10 $109.14–116.95 · VW $112.98i $6,468,262 SEC
2023   Q4 89,168 0.26 Add 70.54% 0.11 $99.03–115.60 · VW $105.85i $10,256,995 SEC
2023   Q3 52,286 0.15 Reduce 26.23% 0.06 $104.98–116.23 · VW $110.73i $5,552,773 SEC
2023   Q2 70,875 0.21 Add 48.75% 0.07 $106.34–113.85 · VW $109.76i $7,830,270 SEC
2023   Q1 47,647 0.12 Add 109.98% 0.06 $102.83–114.16 · VW $108.95i $5,204,958 SEC
2022   Q4 22,691 0.07 Buy 0.07 $89.03–109.11 · VW $99.51i $2,332,862 SEC
2022   Q3 0 0.00 Sell 100.00% 0.08 $91.14–111.98 · VW $102.59i SEC
2022   Q2 32,794 0.08 Add 59.19% 0.03 $101.53–126.33 · VW $112.34i $3,385,000 SEC
2022   Q1 20,600 0.06 Reduce 59.70% 0.08 $114.87–135.17 · VW $123.67i $2,552,000 SEC
2021   Q4 51,122 0.14 Add 169.46% 0.09 $126.99–140.42 · VW $133.64i $6,509,000 SEC
2021   Q3 18,972 0.06 Buy 0.06 $132.51–142.25 · VW $136.75i $2,536,000 SEC
2019   Q4 0 0.00 Sell 100.00% 0.01 $99.73–111.77 · VW $106.79i SEC
2019   Q3 4,666 0.01 Reduce 19.23% <0.01 $97.24–106.69 · VW $101.94i $476,000 SEC
2019   Q2 5,777 0.01 Add 862.83% <0.01 $100.50–107.84 · VW $104.31i $608,000 SEC
2019   Q1 600 <0.01 Reduce 80.00% <0.01 $93.38–106.16 · VW $101.74i $62,000 SEC
2018   Q4 3,000 <0.01 Reduce 64.29% <0.01 $90.89–112.89 · VW $98.88i $284,000 SEC
2018   Q3 8,400 0.01 Buy 0.01 $109.90–117.30 · VW $114.19i $942,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.02 $113.57–122.43 · VW $118.65i SEC
2018   Q1 10,716 0.02 Buy 0.02 $112.93–127.14 · VW $121.25i $1,278,000 SEC
2016   Q4 0 0.00 Sell 100.00% <0.01 $92.63–99.90 · VW $95.37i SEC
2016   Q3 2,000 <0.01 Buy <0.01 $90.77–100.80 · VW $97.24i $199,000 SEC
2015   Q4 0 0.00 Sell 100.00% <0.01 $90.36–96.83 · VW $93.94i SEC
2015   Q3 1,700 <0.01 Buy <0.01 $85.00–105.45 · VW $94.63i $154,000 SEC
Price snapshot:
Current price$152.18
Avg. buy price$129.85
+/- since buy17.20%
52-week low$128.36
52-week high$162.02