Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
Holdings Activity Buys Sells    History
Holding/activity history for  SM Energy Co. (SM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q4 0 0.00 Sell 100.00% <0.01 SEC
2018   Q3 280 <0.01 Reduce 100.00% 1.79 $32.14 $9,000 SEC
2018   Q2 6,258,040 1.79 Reduce 29.55% 0.57 $25.69 $160,769,000 SEC
2018   Q1 8,882,331 1.92 Add 2.86% 0.05 $18.03 $160,148,000 SEC
2017   Q4 8,634,955 2.27 Reduce 2.62% 0.05 $22.08 $190,660,000 SEC
2017   Q3 8,867,304 1.99 Reduce 8.79% 0.20 $17.74 $157,306,000 SEC
2017   Q2 9,721,824 2.22 Add 40.70% 0.64 $16.53 $160,702,000 SEC
2017   Q1 6,909,664 2.85 Add 230.06% 1.99 $27.47 $189,801,000 SEC
2016   Q4 2,093,434 1.47 Reduce 7.87% 0.14 $39.91 $83,540,000 SEC
2016   Q3 2,272,203 1.82 Add 7.89% 0.13 $43.24 $98,243,000 SEC
2016   Q2 2,105,998 1.39 Reduce 50.10% 1.07 $30.73 $64,712,000 SEC
2016   Q1 4,220,730 2.14 Add 10.04% 0.20 $21.85 $92,214,000 SEC
2015   Q4 3,835,774 1.92 Add 81.42% 0.86 $23.62 $90,608,000 SEC
2015   Q3 2,114,322 1.68 Add 70.90% 0.70 $39.56 $83,638,000 SEC
2015   Q2 1,237,196 1.68 Add 118.94% 0.91 $53.91 $66,697,000 SEC
2015   Q1 565,082 1.04 Buy 1.04 $69.81 $39,449,000 SEC