Causeway Capital Management Llc Buys ViacomCBS Inc, General Electric Co, FedEx Corp, Sells Gildan Activewear Inc, Alaska Air Group Inc, Zimmer Biomet Holdings Inc

• New Purchases: VIAC, GE, FDX, ASH, EXC, ARNC, WRK, PBR.A, MOMO, EEM,
• Added Positions: BIDU, OVV, JD, BABA, SIG, EDU, TSM, RYAAY, VIPS, SABR, RELX, AU, NVS, QD, ASHR, VIV, BP, CHT, HDB, EWT, MBT, TOT, MFGP, SNP, ING,
• Reduced Positions: GIL, ALK, LIN, C, MPC, YY, SNX, MSFT, PUK, ABB, LYG, YUMC, BCS, LDOS, FE, MRK, AVVIY, SKM, CHL, IBN, WFC, BAP, INFY, EPI, VOD, AZUL, TAK, GGB, RDS.B, PKX, AMX, KSA, BTI,
• Sold Out: ZBH, VIAB, MDLZ, FLS, BRX, BAC, RES, BSBR, VSS,

For the details of Sarah Ketterer's stock buys and sells, go to https://www.gurufocus.com/guru/sarah+ketterer/current-portfolio/portfolio

1. Linde PLC (LIN) - 4,728,905 shares, 10.80% of the total portfolio. Shares reduced by 11.13%
2. Baidu Inc (BIDU) - 6,617,939 shares, 8.95% of the total portfolio. Shares added by 20.28%
3. Ovintiv Inc (OVV) - 27,275,984 shares, 6.86% of the total portfolio. Shares added by 8.04%
4. Ryanair Holdings PLC (RYAAY) - 6,441,206 shares, 6.06% of the total portfolio. Shares added by 2.73%
5. Alibaba Group Holding Ltd (BABA) - 2,128,139 shares, 4.84% of the total portfolio. Shares added by 6.98%

Causeway Capital Management Llc initiated holding in ViacomCBS Inc. The purchase prices were between $35.58 and $42.66, with an estimated average price of $38.79. The stock is now traded at around $34.60. The impact to a portfolio due to this purchase was 2.04%. The holding were 4,540,401 shares as of .

Causeway Capital Management Llc initiated holding in General Electric Co. The purchase prices were between $8.28 and $11.58, with an estimated average price of $10.42. The stock is now traded at around $12.89. The impact to a portfolio due to this purchase was 2.03%. The holding were 16,965,702 shares as of .

Causeway Capital Management Llc initiated holding in FedEx Corp. The purchase prices were between $138.39 and $165.67, with an estimated average price of $154.38. The stock is now traded at around $160.13. The impact to a portfolio due to this purchase was 1.61%. The holding were 993,057 shares as of .

Causeway Capital Management Llc initiated holding in Ashland Global Holdings Inc. The purchase prices were between $71.59 and $78.85, with an estimated average price of $75.86. The stock is now traded at around $81.02. The impact to a portfolio due to this purchase was 1.19%. The holding were 1,448,021 shares as of .

Causeway Capital Management Llc initiated holding in Exelon Corp. The purchase prices were between $43.82 and $48.46, with an estimated average price of $45.33. The stock is now traded at around $49.52. The impact to a portfolio due to this purchase was 1.05%. The holding were 2,153,113 shares as of .

Causeway Capital Management Llc initiated holding in Arconic Inc. The purchase prices were between $24.2 and $31.8, with an estimated average price of $29.26. The stock is now traded at around $33.09. The impact to a portfolio due to this purchase was 0.99%. The holding were 2,985,944 shares as of .

Causeway Capital Management Llc added to a holding in Baidu Inc by 20.28%. The purchase prices were between $99.53 and $128.83, with an estimated average price of $114.18. The stock is now traded at around $134.68. The impact to a portfolio due to this purchase was 1.51%. The holding were 6,617,939 shares as of .

Causeway Capital Management Llc added to a holding in JD.com Inc by 428.56%. The purchase prices were between $27.73 and $36.28, with an estimated average price of $32.4. The stock is now traded at around $42.15. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,636,418 shares as of .

Causeway Capital Management Llc added to a holding in Signet Jewelers Ltd by 51.68%. The purchase prices were between $15.29 and $21.91, with an estimated average price of $17.81. The stock is now traded at around $26.35. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,840,304 shares as of .

Causeway Capital Management Llc added to a holding in New Oriental Education & Technology Group Inc by 45.42%. The purchase prices were between $108.38 and $127.52, with an estimated average price of $119.84. The stock is now traded at around $141.23. The impact to a portfolio due to this purchase was 0.27%. The holding were 653,708 shares as of .

Causeway Capital Management Llc added to a holding in Vipshop Holdings Ltd by 26.31%. The purchase prices were between $8.67 and $14.61, with an estimated average price of $11.95. The stock is now traded at around $14.24. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,284,932 shares as of .

Causeway Capital Management Llc added to a holding in RELX PLC by 97.95%. The purchase prices were between $22.65 and $25.3, with an estimated average price of $23.94. The stock is now traded at around $27.06. The impact to a portfolio due to this purchase was 0.06%. The holding were 488,508 shares as of .

Causeway Capital Management Llc sold out a holding in Zimmer Biomet Holdings Inc. The sale prices were between $131.22 and $151.24, with an estimated average price of $142.51.

Causeway Capital Management Llc sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.

Causeway Capital Management Llc sold out a holding in Mondelez International Inc. The sale prices were between $51.7 and $55.98, with an estimated average price of $53.49.

Causeway Capital Management Llc sold out a holding in Flowserve Corp. The sale prices were between $42.5 and $50.9, with an estimated average price of $47.92.

Causeway Capital Management Llc sold out a holding in Brixmor Property Group Inc. The sale prices were between $19.96 and $22.71, with an estimated average price of $21.39.

Causeway Capital Management Llc sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.

Causeway Capital Management Llc reduced to a holding in Gildan Activewear Inc by 50.68%. The sale prices were between $25.53 and $35.38, with an estimated average price of $29.18. The stock is now traded at around $28.03. The impact to a portfolio due to this sale was -2.28%. Causeway Capital Management Llc still held 5,240,087 shares as of .

Causeway Capital Management Llc reduced to a holding in Alaska Air Group Inc by 67.37%. The sale prices were between $62.3 and $71.91, with an estimated average price of $68.37. The stock is now traded at around $66.58. The impact to a portfolio due to this sale was -1.79%. Causeway Capital Management Llc still held 1,114,019 shares as of .

Causeway Capital Management Llc reduced to a holding in JOYY Inc by 74.6%. The sale prices were between $52.79 and $65.37, with an estimated average price of $58.92. The stock is now traded at around $63.16. The impact to a portfolio due to this sale was -0.27%. Causeway Capital Management Llc still held 137,863 shares as of .

Causeway Capital Management Llc reduced to a holding in Prudential PLC by 27.92%. The sale prices were between $33.09 and $42.24, with an estimated average price of $36.37. The stock is now traded at around $38.39. The impact to a portfolio due to this sale was -0.11%. Causeway Capital Management Llc still held 675,131 shares as of .

Causeway Capital Management Llc reduced to a holding in ABB Ltd by 20.78%. The sale prices were between $17.89 and $24.11, with an estimated average price of $21.51. The stock is now traded at around $24.16. The impact to a portfolio due to this sale was -0.1%. Causeway Capital Management Llc still held 1,625,509 shares as of .

Causeway Capital Management Llc reduced to a holding in Lloyds Banking Group PLC by 53.83%. The sale prices were between $2.44 and $3.57, with an estimated average price of $3.04. The stock is now traded at around $2.93. The impact to a portfolio due to this sale was -0.1%. Causeway Capital Management Llc still held 2,696,874 shares as of .