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 |