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 |
|---|---|---|---|---|---|---|---|
| PUK | 1,508,912 | $31.12 | Increased | 2.27% | 0.65% | $46.96M | 2025 Q4 |
| BUD | 701,343 | $64.04 | Increased | 15.03% | 0.62% | $44.91M | 2025 Q4 |
| INFY | 2,482,318 | $17.82 | Increased | 774.28% | 0.61% | $44.23M | 2025 Q4 |
| PDD | 371,241 | $113.39 | Increased | 19.89% | 0.58% | $42.1M | 2025 Q4 |
| DEO | 485,288 | $86.27 | Increased | 3.95% | 0.58% | $41.87M | 2025 Q4 |
| PAGS | 4,045,457 | $9.64 | Increased | 3.94% | 0.54% | $39M | 2025 Q4 |
| AU | 434,260 | $86.49 | Increased | 118.76% | 0.52% | $37.56M | 2025 Q4 |
| BAH | 396,332 | $84.36 | Buy | 100.00% | 0.46% | $33.43M | 2025 Q4 |
| BA | 151,928 | $217.12 | Buy | 100.00% | 0.46% | $32.99M | 2025 Q4 |
| SMIN | 458,977 | $69.91 | Increased | 24.88% | 0.44% | $32.09M | 2025 Q4 |
| SHG | 579,796 | $53.63 | Increased | 2.44% | 0.43% | $31.09M | 2025 Q4 |
| WB | 2,992,234 | $10.22 | Increased | 1.35% | 0.42% | $30.58M | 2025 Q4 |
| NWG | 1,587,264 | $17.5 | Increased | 10.54% | 0.38% | $27.78M | 2025 Q4 |
| BTI | 483,138 | $56.62 | Increased | 5.33% | 0.38% | $27.36M | 2025 Q4 |
| ZIM | 1,213,006 | $21.23 | Increased | 12.04% | 0.36% | $25.75M | 2025 Q4 |
| QFIN | 1,306,636 | $19.27 | Increased | 1.19% | 0.35% | $25.18M | 2025 Q4 |
| SMFG | 1,177,274 | $19.33 | Increased | 46.99% | 0.31% | $22.76M | 2025 Q4 |
| SNN | 603,812 | $32.81 | Increased | 5.46% | 0.27% | $19.81M | 2025 Q4 |
| VIPS | 1,089,598 | $17.69 | Increased | 1.19% | 0.27% | $19.27M | 2025 Q4 |
| CGAU | 1,249,789 | $14.42 | Increased | 44.76% | 0.25% | $18.02M | 2025 Q4 |
| HDB | 422,279 | $36.54 | Increased | 9.63% | 0.21% | $15.43M | 2025 Q4 |
| IBN | 477,060 | $29.8 | Increased | 7.29% | 0.20% | $14.22M | 2025 Q4 |
| EWT | 190,341 | $63.53 | Increased | 1614.78% | 0.17% | $12.09M | 2025 Q4 |
| TIGO | 215,950 | $55.44 | Increased | 468.29% | 0.17% | $11.97M | 2025 Q4 |
| VALE | 904,000 | $13.03 | Buy | 100.00% | 0.16% | $11.78M | 2025 Q4 |