Sarah Ketterer's Top Holdings: Focus on Consumer Cyclical and Industrials as of March 31, 2026
Causeway Capital Management's Sarah Ketterer maintains a $6.7B portfolio with significant allocations to Carnival Corp. and Deutsche Bank, while trimming positions in Canadian Pacific and Smurfit Westrock.
As of March 31, 2026, Sarah Ketterer, managing director at Causeway Capital Management, oversees a $6.7 billion portfolio heavily concentrated in Consumer Cyclical, Industrials, and Technology sectors. Her top holdings include Carnival Corp. (CCL), Deutsche Bank (DB), Canadian Pacific (CP), and Smurfit Westrock (SW).
Ketterer's position in Carnival Corp. (CCL) shows significant growth, with a 9.29% increase in shares held during the prior period. Deutsche Bank (DB) also saw substantial growth, with a 75.86% share increase. Conversely, Ketterer reduced her stake in Canadian Pacific (CP), which experienced a 30.2% decrease in shares, and Smurfit Westrock (SW), where shares fell by 18.64%.
For more insights into Sarah Ketterer's investment strategy, visit her profile at https://www.insiderset.com/investor/sarah-ketterer-causeway-capital-management. Detailed analysis of each stock, including Carnival Corp. (CCL), Deutsche Bank (DB), Canadian Pacific (CP), and Smurfit Westrock (SW), can be found on Insiderset.