Sarah Ketterer's Strategic Moves in Q3 2024: A Deep Dive into Ryanair Holdings PLC's ...

GuruFocus.com11-14 08:36

Insights from Causeway Capital Management's Latest 13F Filing Sarah Ketterer (Trades, Portfolio), the CEO of Causeway Capital Management, has a distinguished career in investment management, focusing ...

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Her approach combines quantitative and value-oriented analysis, aiming to populate her portfolio with high risk-adjusted return stocks that offer lower price/earnings ratios and higher dividend yields compared to the market.GuruFocus has detected 6 Warning Signs with CP.Smurfit WestRock PLC , purchasing 4,197,579 shares, which now represent 5.1% of the portfolio, valued at $207.44 million.Live Nation Entertainment Inc , with 469,127 shares, making up about 1.26% of the portfolio, valued at $51.36 million.iShares MSCI EAFE ETF , with an additional 1,289,551 shares, bringing the to","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0106259046.USD":"施罗德拉丁美洲基金","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","SW":"Smurfit WestRock PLC","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","BK4207":"综合性银行","BK4097":"系统软件","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","QID":"纳指两倍做空ETF","LU2211817866.USD":"Allianz Food Security AT Acc USD","TME":"腾讯音乐","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","SQQQ":"纳指三倍做空ETF","LYV":"Live Nation Entertainment","LU0072463663.USD":"Blackrock Latin American A2 USD","LU2401740654.USD":"FIDELITY SUSTAINABLE GLOBAL DIVIDEND PLUS \"A\" (USD) INC","EFA":"欧澳远东指数 ETF-iShares MSCI","LU1920063259.USD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (USDHDG) INC","CP":"加拿大太平洋铁路","01698":"腾讯音乐-SW","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","PBR":"巴西石油公司","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","QLD":"纳指两倍做多ETF","ZBRA":"斑马技术","BK4531":"中概回港概念","PBR.A":"巴西石油","LU0320763518.SGD":"FTIF - Templeton Latin America A Acc SGD","BK4567":"ESG概念","TQQQ":"纳指三倍做多ETF","BBD":"巴西布拉德斯科银行","LU0359201612.USD":"贝莱德中国基金A2","RYAAY":"Ryanair Holdings plc","PSQ":"纳指反向ETF","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4566":"资本集团","AXS":"埃克斯资本","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","BK4509":"腾讯概念","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","CHKP":"Check Point软件科技",".IXIC":"NASDAQ Composite","LU0256859116.SGD":"施罗德拉丁美洲A Acc SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC"},"translate_title":"莎拉·凯特勒(Sarah Ketterer)2024年第三季度的战略举措：深入了解瑞安航空控股公司(Ryanair Holdings PLC)的……","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZBRA":1,"LYV":1,"PBR":1,"PBR.A":1,"EFA":1,"CP":1,"CHKP":1,"RYAAY":1,"SW":1,"TME":1,"BBD":1,"AXS":1,".IXIC":0.88,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"01698":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Insights from Causeway Capital Management's Latest 13F Filing\nSarah Ketterer (Trades, Portfolio), the CEO of Causeway Capital Management, has a distinguished career in investment management, focusing on global equities. With a background that includes co-founding Causeway in June 2001 and previous roles at Hotchkis & Wiley and Merrill Lynch Investment Managers, Ketterer brings a wealth of experience to her investment decisions. Her approach combines quantitative and value-oriented analysis, aiming to populate her portfolio with high risk-adjusted return stocks that offer lower price/earnings ratios and higher dividend yields compared to the market.\n\nWarning! GuruFocus has detected 6 Warning Signs with CP.\n\n\nSummary of New Buys\nSarah Ketterer (Trades, Portfolio) added a total of 15 stocks to her portfolio in the third quarter of 2024. Notable new additions include:\n\nSmurfit WestRock PLC (NYSE:SW), purchasing 4,197,579 shares, which now represent 5.1% of the portfolio, valued at $207.44 million.\nLive Nation Entertainment Inc (NYSE:LYV), with 469,127 shares, making up about 1.26% of the portfolio, valued at $51.36 million.\nAxis Capital Holdings Ltd (NYSE:AXS), acquiring 406,723 shares, accounting for 0.8% of the portfolio, valued at $32.38 million.\n\nKey Position Increases\nDuring the same period, Ketterer increased her stakes in 43 stocks. Significant increases include:\n\nCheck Point Software Technologies Ltd (NASDAQ:CHKP), with an additional 1,226,772 shares, bringing the total to 1,441,781 shares. This adjustment represents a 570.57% increase in share count and a 5.81% impact on the current portfolio, valued at $277.99 million.\niShares MSCI EAFE ETF (EFA), with an additional 1,289,551 shares, bringing the total to 1,299,033 shares. This adjustment represents a 13,599.99% increase in share count, valued at $108.64 million.\n\nSummary of Sold Out Positions\nSarah Ketterer (Trades, Portfolio) completely exited 8 holdings in the third quarter of 2024, including:\n\nZebra Technologies Corp (NASDAQ:ZBRA), selling all 149,552 shares, impacting the portfolio by -1.26%.\nTencent Music Entertainment Group (NYSE:TME), liquidating all 3,076,879 shares, with a -1.18% impact on the portfolio.\n\nKey Position Reductions\nSignificant reductions were made in 36 stocks, with notable changes including:\n\nRyanair Holdings PLC (NASDAQ:RYAAY), reducing by 5,483,743 shares, resulting in a -99.81% decrease in shares and a -6.97% impact on the portfolio. The stock traded at an average price of $43.45 during the quarter and has returned 8.26% over the past 3 months and -14.89% year-to-date.\nPetroleo Brasileiro SA Petrobras (NYSE:PBR.A), reducing by 3,751,360 shares, resulting in a -96.41% reduction in shares and a -1.4% impact on the portfolio. The stock traded at an average price of $13.55 during the quarter and has returned -4.01% over the past 3 months and -5.46% year-to-date.\n\nPortfolio Overview\nAs of the third quarter of 2024, Sarah Ketterer (Trades, Portfolio)'s portfolio included 97 stocks. The top holdings were:\n\n18.39% in Canadian Pacific Kansas City Ltd (NYSE:CP)\n6.83% in Check Point Software Technologies Ltd (NASDAQ:CHKP)\n5.1% in Smurfit WestRock PLC (NYSE:SW)\n3.01% in Bank Bradesco SA (NYSE:BBD)\n2.67% in iShares MSCI EAFE ETF (EFA)\nThe holdings are mainly concentrated across 11 industries, including Technology, Industrials, and Financial Services.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483867829"}