Sarah KetterervsRichard Pzena

Side-by-side current 13F portfolio comparison · 20 shared positions

Whale A

Causeway Capital Management LLC

AUM

$7.3B

Positions

108

Shared %

17.4%

Whale B

Pzena Investment Management LLC

AUM

$30.8B

Positions

158

Shared %

9.0%

Common holdings · 20

Stocks both whales currently hold — sorted by combined value

Stock	Sarah weight	Richard weight	Sarah value	Richard value
CTSH · Cognizant Technology Solutio	1.8%	4.0%	$129M	$1.2B
C · Citigroup Inc.	1.1%	3.0%	$81M	$927M
BAP · Credicorp Ltd.	1.0%	1.0%	$69M	$309M
PFE · Pfizer Inc.	0.7%	0.5%	$52M	$166M
BABA · Alibaba Group Holding Limited	2.4%	0.0%	$176M	$4M
TSM · Taiwan Semiconductor Mfg Ltd.	2.1%	0.0%	$156M	$6M
G · Genpact Limited	1.3%	0.1%	$97M	$27M
MRK · Merck & Co.Inc. New	1.5%	0.0%	$110M	$302K
BCS · Barclays Plc	1.3%	0.0%	$95M	$379K
SHG · Shinhan Financial Group Co. L	0.4%	0.1%	$31M	$42M
DIS · Disney Walt Co.	0.9%	0.0%	$62M	$9M
PHG · Koninklijke Philips N V	0.8%	0.0%	$60M	$1M
HDB · Hdfc Bank Ltd.	0.2%	0.1%	$15M	$38M
SNY · Sanofi Sa	0.7%	0.0%	$52M	$920K
ING · Ing Groep N.V.	0.4%	0.0%	$27M	$2M
SMFG · Sumitomo Mitsui Finl Group I	0.3%	0.0%	$23M	$643K
03938L203 · Arcelormittal Sa Luxembourg	0.2%	0.0%	$18M	$957K
VALE · Vale S A	0.2%	0.0%	$12M	$3M
GSK · Gsk Plc	0.0%	0.0%	$2M	$1M
MSFT · Microsoft Corp.	0.0%	0.0%	$467K	$282K

Unique to Sarah Ketterer

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
CCL · Carnival Corp.	14.3%	$1.0B
CP · Canadian Pacific Kansas City	12.8%	$929M
SW · Smurfit Westrock Plc	10.2%	$740M
DB · Deutsche Bank A G	7.6%	$552M
06849F108 · Barrick Mng Corp.	3.6%	$264M
GOOG · Alphabet Inc.	1.6%	$116M
CARR · Carrier Global Corporation	1.3%	$98M
AZN · Astrazeneca Plc	1.3%	$93M
BIIB · Biogen Inc.	1.3%	$92M
EG · Everest Group Ltd.	1.1%	$81M

Unique to Richard Pzena

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com