Sarah Ketterer - Causeway Capital Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Sarah Ketterer - Causeway Capital Management during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CCL | 33,944,782 | $30.54 | Increased | 6.37% | 14.32% | $1.04B | 2025 Q4 |
| SW | 19,132,879 | $38.67 | Increased | 154.33% | 10.22% | $739.87M | 2025 Q4 |
| TSM | 511,720 | $303.89 | Increased | 0.78% | 2.15% | $155.51M | 2025 Q4 |
| CTSH | 1,552,361 | $83 | Increased | 14.97% | 1.78% | $128.85M | 2025 Q4 |
| CARR | 1,848,827 | $52.84 | Increased | 26.07% | 1.35% | $97.69M | 2025 Q4 |
| G | 2,084,209 | $46.78 | Increased | 10.95% | 1.35% | $97.5M | 2025 Q4 |
| EG | 238,558 | $339.35 | Increased | 35.79% | 1.12% | $80.95M | 2025 Q4 |
| META | 110,385 | $660.09 | Increased | 27.00% | 1.01% | $72.86M | 2025 Q4 |
| ALK | 1,434,517 | $50.3 | Buy | 100.00% | 1.00% | $72.16M | 2025 Q4 |
| GFI | 1,621,076 | $43.66 | Increased | 5.06% | 0.98% | $70.78M | 2025 Q4 |
| BAP | 242,024 | $287 | Increased | 12.24% | 0.96% | $69.46M | 2025 Q4 |
| GPK | 4,528,554 | $15.06 | Increased | 74.07% | 0.94% | $68.2M | 2025 Q4 |
| ZBH | 728,498 | $89.92 | Increased | 25.22% | 0.90% | $65.51M | 2025 Q4 |
| LYV | 447,113 | $142.5 | Increased | 92.39% | 0.88% | $63.71M | 2025 Q4 |
| SAP | 250,748 | $242.91 | Increased | 29.42% | 0.84% | $60.91M | 2025 Q4 |
| PHG | 2,198,531 | $27.08 | Increased | 12.28% | 0.82% | $59.54M | 2025 Q4 |
| BP | 1,640,680 | $34.73 | Increased | 3.62% | 0.79% | $56.98M | 2025 Q4 |
| WHR | 761,228 | $72.14 | Increased | 23.37% | 0.76% | $54.91M | 2025 Q4 |
| NGG | 709,485 | $77.35 | Increased | 5.71% | 0.76% | $54.88M | 2025 Q4 |
| JOYY | 812,601 | $64.76 | Increased | 2.85% | 0.73% | $52.62M | 2025 Q4 |
| PFE | 2,091,719 | $24.9 | Increased | 0.95% | 0.72% | $52.08M | 2025 Q4 |
| SNY | 1,063,958 | $48.46 | Increased | 8.64% | 0.71% | $51.56M | 2025 Q4 |
| NVO | 993,850 | $50.88 | Increased | 42.80% | 0.70% | $50.57M | 2025 Q4 |
| RELX | 1,189,379 | $40.42 | Increased | 64.47% | 0.66% | $48.07M | 2025 Q4 |
| IR | 596,771 | $79.22 | Increased | 7.29% | 0.65% | $47.28M | 2025 Q4 |