Sarah Ketterer - Causeway Capital Management – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Sarah Ketterer - Causeway Capital Management during the 2025 Q3 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 | 31,912,001 | $28.91 | Increased | 9.56% | 12.22% | $922.58M | 2025 Q3 |
| EFA | 4,959,667 | $93.37 | Increased | 70110.46% | 6.13% | $463.08M | 2025 Q3 |
| SW | 7,522,983 | $42.57 | Increased | 7.23% | 4.24% | $320.25M | 2025 Q3 |
| NTES | 638,315 | $151.99 | Increased | 44.58% | 1.28% | $97.02M | 2025 Q3 |
| MRK | 1,134,057 | $83.93 | Increased | 15.41% | 1.26% | $95.18M | 2025 Q3 |
| CTSH | 1,350,178 | $67.07 | Increased | 14.29% | 1.20% | $90.56M | 2025 Q3 |
| CARR | 1,466,481 | $59.7 | Buy | 100.00% | 1.16% | $87.55M | 2025 Q3 |
| AZN | 1,067,371 | $76.72 | Increased | 11.95% | 1.08% | $81.89M | 2025 Q3 |
| AXS | 836,861 | $95.8 | Increased | 31.79% | 1.06% | $80.17M | 2025 Q3 |
| BIIB | 567,518 | $140.08 | Increased | 15.03% | 1.05% | $79.5M | 2025 Q3 |
| G | 1,878,432 | $41.89 | Increased | 31.25% | 1.04% | $78.69M | 2025 Q3 |
| GFI | 1,543,015 | $41.96 | Increased | 13.99% | 0.86% | $64.74M | 2025 Q3 |
| APTV | 722,843 | $86.22 | Increased | 0.58% | 0.83% | $62.32M | 2025 Q3 |
| EG | 175,686 | $350.23 | Buy | 100.00% | 0.81% | $61.53M | 2025 Q3 |
| CFG | 1,090,060 | $53.16 | Increased | 5.53% | 0.77% | $57.95M | 2025 Q3 |
| BAP | 215,628 | $266.28 | Increased | 11.86% | 0.76% | $57.42M | 2025 Q3 |
| ZBH | 581,779 | $98.5 | Increased | 0.61% | 0.76% | $57.31M | 2025 Q3 |
| INDA | 1,054,005 | $52.06 | Increased | 385.18% | 0.73% | $54.87M | 2025 Q3 |
| TME | 2,287,718 | $23.34 | Increased | 20.16% | 0.71% | $53.4M | 2025 Q3 |
| PHG | 1,958,112 | $27.26 | Increased | 5.79% | 0.71% | $53.38M | 2025 Q3 |
| PFE | 2,072,047 | $25.48 | Increased | 5.54% | 0.70% | $52.8M | 2025 Q3 |
| SAP | 193,748 | $267.21 | Increased | 68.40% | 0.69% | $51.77M | 2025 Q3 |
| GPK | 2,601,576 | $19.57 | Increased | 251.34% | 0.67% | $50.91M | 2025 Q3 |
| GSK | 1,177,001 | $43.16 | Increased | 6.32% | 0.67% | $50.8M | 2025 Q3 |
| NGG | 671,143 | $72.67 | Increased | 112.39% | 0.65% | $48.77M | 2025 Q3 |
| WHR | 617,039 | $78.6 | Increased | 42.32% | 0.64% | $48.5M | 2025 Q3 |
| XP | 2,538,130 | $18.79 | Increased | 11.30% | 0.63% | $47.69M | 2025 Q3 |
| JOYY | 790,060 | $58.61 | Increased | 7.95% | 0.61% | $46.31M | 2025 Q3 |
| SNY | 979,317 | $47.2 | Increased | 16.64% | 0.61% | $46.22M | 2025 Q3 |
| IR | 556,229 | $82.62 | Increased | 111.68% | 0.61% | $45.96M | 2025 Q3 |
| DEO | 466,866 | $95.43 | Increased | 8.39% | 0.59% | $44.55M | 2025 Q3 |
| ING | 1,598,246 | $26.08 | Increased | 3.74% | 0.55% | $41.68M | 2025 Q3 |
| PDD | 309,641 | $132.17 | Buy | 100.00% | 0.54% | $40.93M | 2025 Q3 |
| PAGS | 3,892,125 | $10 | Increased | 44.61% | 0.52% | $38.92M | 2025 Q3 |
| NVO | 695,979 | $55.49 | Increased | 96.67% | 0.51% | $38.62M | 2025 Q3 |
| LYV | 232,404 | $163.4 | Increased | 5.90% | 0.50% | $37.97M | 2025 Q3 |
| WB | 2,952,249 | $12.4 | Increased | 11.67% | 0.48% | $36.61M | 2025 Q3 |
| RELX | 723,161 | $47.76 | Increased | 49.77% | 0.46% | $34.54M | 2025 Q3 |
| VEA | 508,504 | $59.92 | Increased | 107.43% | 0.40% | $30.47M | 2025 Q3 |
| SHG | 565,975 | $50.37 | Increased | 2.88% | 0.38% | $28.51M | 2025 Q3 |
| SMIN | 367,520 | $71.72 | Increased | 168.25% | 0.35% | $26.36M | 2025 Q3 |
| ALLY | 636,169 | $39.2 | Increased | 5.49% | 0.33% | $24.94M | 2025 Q3 |
| UNH | 64,603 | $345.29 | Buy | 100.00% | 0.30% | $22.31M | 2025 Q3 |
| BXP | 291,507 | $74.34 | Increased | 6.86% | 0.29% | $21.67M | 2025 Q3 |
| VIPS | 1,076,736 | $19.64 | Increased | 37.60% | 0.28% | $21.15M | 2025 Q3 |
| FINV | 2,834,783 | $7.37 | Increased | 20.57% | 0.28% | $20.89M | 2025 Q3 |
| MOMO | 2,794,347 | $7.42 | Increased | 19.10% | 0.27% | $20.73M | 2025 Q3 |
| NWG | 1,435,963 | $14.15 | Increased | 128.12% | 0.27% | $20.32M | 2025 Q3 |
| EWY | 221,895 | $80.1 | Buy | 100.00% | 0.24% | $17.77M | 2025 Q3 |
| ZIM | 1,082,641 | $13.55 | Increased | 52.19% | 0.19% | $14.67M | 2025 Q3 |