Causeway Capital Management Llc Buys Coca-Cola European Partners PLC, Broadcom Inc, Ryanair Holdings PLC, Sells Ovintiv Inc, Halliburton Co, Marathon Petroleum Corp

• New Purchases: CCEP, AVGO, SPR, RGA, NCLH, FCX, DIS, MC, BBVA, DEO, RIO, CLS,
• Added Positions: RYAAY, ASH, NTES, C, FDX, INFY, JD, GE, HWM, SABR, BIDU, BABA, INDA, RELX, MFC, CM, BCS, ING, VIAC, RDY, MOMO, VOD, EDU, WFC, SMFG, HDB, NVS, DQ, IBN, VEDL, VALE, WIT, TTM, MFGP, ASHR,
• Reduced Positions: OVV, LIN, MSFT, ORCL, EXC, MRK, LDOS, BAP, AU, YUMC, BP, SNX, PUK, TAK, TOT, AVVIY, SAP, SKM, CHL, PBR.A, BTI, QD, LPL, EPI, EWT, SNP, YY,
• Sold Out: HAL, MPC, GIL, FE, SIG, ALK, WRK, RDS.B, LYG, AMX, AUOTY, EEM, GGB, PTR,

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) - 4,014,206 shares, 11.10% of the total portfolio. Shares reduced by 15.11%
2. Baidu Inc (BIDU) - 6,702,688 shares, 10.79% of the total portfolio. Shares added by 1.28%
3. Ryanair Holdings PLC (RYAAY) - 8,225,111 shares, 6.98% of the total portfolio. Shares added by 27.70%
4. Alibaba Group Holding Ltd (BABA) - 2,168,396 shares, 6.74% of the total portfolio. Shares added by 1.89%
5. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 6,237,317 shares, 4.76% of the total portfolio. Shares reduced by 0.26%

Causeway Capital Management Llc initiated holding in Coca-Cola European Partners PLC. The purchase prices were between $29.71 and $56.67, with an estimated average price of $48.81. The stock is now traded at around $35.75. The impact to a portfolio due to this purchase was 1.89%. The holding were 3,147,911 shares as of .

Causeway Capital Management Llc initiated holding in Broadcom Inc. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $259.85. The impact to a portfolio due to this purchase was 1.61%. The holding were 424,642 shares as of .

Causeway Capital Management Llc initiated holding in Spirit AeroSystems Holdings Inc. The purchase prices were between $18.78 and $74.98, with an estimated average price of $55.98. The stock is now traded at around $18.43. The impact to a portfolio due to this purchase was 1.27%. The holding were 3,276,766 shares as of .

Causeway Capital Management Llc initiated holding in Reinsurance Group of America Inc. The purchase prices were between $57.29 and $164.65, with an estimated average price of $131.71. The stock is now traded at around $84.91. The impact to a portfolio due to this purchase was 1.27%. The holding were 943,508 shares as of .

Causeway Capital Management Llc initiated holding in Norwegian Cruise Line Holdings Ltd. The purchase prices were between $7.77 and $59.65, with an estimated average price of $40.98. The stock is now traded at around $10.97. The impact to a portfolio due to this purchase was 1.16%. The holding were 6,630,617 shares as of .

Causeway Capital Management Llc initiated holding in Freeport-McMoRan Inc. The purchase prices were between $5.31 and $13.53, with an estimated average price of $10.57. The stock is now traded at around $8.47. The impact to a portfolio due to this purchase was 0.67%. The holding were 6,257,941 shares as of .

Causeway Capital Management Llc added to a holding in Ryanair Holdings PLC by 27.70%. The purchase prices were between $47.51 and $96.18, with an estimated average price of $79.33. The stock is now traded at around $49.86. The impact to a portfolio due to this purchase was 1.51%. The holding were 8,225,111 shares as of .

Causeway Capital Management Llc added to a holding in Ashland Global Holdings Inc by 76.19%. The purchase prices were between $39.76 and $81.31, with an estimated average price of $69.24. The stock is now traded at around $59.76. The impact to a portfolio due to this purchase was 0.88%. The holding were 2,551,236 shares as of .

Causeway Capital Management Llc added to a holding in NetEase Inc by 15750.00%. The purchase prices were between $270.43 and $356.78, with an estimated average price of $329.24. The stock is now traded at around $370.75. The impact to a portfolio due to this purchase was 0.8%. The holding were 158,500 shares as of .

Causeway Capital Management Llc added to a holding in Citigroup Inc by 46.81%. The purchase prices were between $35.39 and $81.91, with an estimated average price of $67.72. The stock is now traded at around $41.66. The impact to a portfolio due to this purchase was 0.79%. The holding were 3,686,897 shares as of .

Causeway Capital Management Llc added to a holding in FedEx Corp by 31.50%. The purchase prices were between $90.49 and $164.91, with an estimated average price of $141.5. The stock is now traded at around $106.86. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,305,825 shares as of .

Causeway Capital Management Llc added to a holding in Infosys Ltd by 529.69%. The purchase prices were between $6.94 and $11.41, with an estimated average price of $10.09. The stock is now traded at around $8.63. The impact to a portfolio due to this purchase was 0.61%. The holding were 5,460,582 shares as of .

Causeway Capital Management Llc sold out a holding in Halliburton Co. The sale prices were between $4.61 and $25.39, with an estimated average price of $17.69.

Causeway Capital Management Llc sold out a holding in Marathon Petroleum Corp. The sale prices were between $16.62 and $61.91, with an estimated average price of $46.65.

Causeway Capital Management Llc sold out a holding in Gildan Activewear Inc. The sale prices were between $10.14 and $30.12, with an estimated average price of $24.35.

Causeway Capital Management Llc sold out a holding in FirstEnergy Corp. The sale prices were between $33.19 and $52.27, with an estimated average price of $46.63.

Causeway Capital Management Llc sold out a holding in Signet Jewelers Ltd. The sale prices were between $5.84 and $30.13, with an estimated average price of $20.72.

Causeway Capital Management Llc sold out a holding in Alaska Air Group Inc. The sale prices were between $23.56 and $68.17, with an estimated average price of $54.95.