Causeway Capital Management Llc Buys Ryanair Holdings PLC, Brixmor Property Group Inc, Vipshop Holdings, Sells Gildan Activewear Inc, Manulife Financial Corp, General Electric Co

• New Purchases: BRX, AU, JD, BSBR, QD,
• Added Positions: RYAAY, VIPS, HAL, BIDU, SNX, ORCL, EDU, VIAB, YUMC, SABR, MPC, ECA, MRK, LYG, KSA, ABB, RDS.B, ASHR, VOD, VIV, RDY,
• Reduced Positions: LIN, GIL, MFC, FLS, BAC, MDLZ, ALK, GGB, TSM, C, FE, BAP, VALE, RES, INFY, ZBH, AVVIY, MBT, AZUL, BABA, YY, BTI, RELX, INDA, IBN, MFGP, BCS, EPI, CM, TOT, CHL, BP, SAP, NVS, MSFT, LDOS, ING, SMFG, SIG, AMX, SNP, VSS,
• Sold Out: GE, CUK, SCIF, JE, CYOU, SMIN,

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) - 5,321,232 shares, 12.31% of the total portfolio. Shares reduced by 14.45%
2. Encana Corp (ECA) - 126,225,786 shares, 6.94% of the total portfolio. Shares added by 2.03%
3. Baidu Inc (BIDU) - 5,501,915 shares, 6.75% of the total portfolio. Shares added by 3.66%
4. Ryanair Holdings PLC (RYAAY) - 6,269,744 shares, 4.97% of the total portfolio. Shares added by 31.01%
5. Gildan Activewear Inc (GIL) - 10,623,619 shares, 4.50% of the total portfolio. Shares reduced by 26.06%

Causeway Capital Management Llc initiated holding in Brixmor Property Group Inc. The purchase prices were between $17.74 and $20.29, with an estimated average price of $18.77. The stock is now traded at around $22.12. The impact to a portfolio due to this purchase was 0.92%. The holding were 3,779,232 shares as of .

Causeway Capital Management Llc initiated holding in Anglogold Ashanti Ltd. The purchase prices were between $16.95 and $23.5, with an estimated average price of $19.87. The stock is now traded at around $20.19. The impact to a portfolio due to this purchase was 0.18%. The holding were 806,900 shares as of .

Causeway Capital Management Llc initiated holding in JD.com Inc. The purchase prices were between $26.17 and $32.2, with an estimated average price of $30.23. The stock is now traded at around $33.08. The impact to a portfolio due to this purchase was 0.1%. The holding were 309,600 shares as of .

Causeway Capital Management Llc initiated holding in Qudian Inc. The purchase prices were between $6.8 and $9.14, with an estimated average price of $8.05. The stock is now traded at around $7.68. The impact to a portfolio due to this purchase was 0.03%. The holding were 348,900 shares as of .

Causeway Capital Management Llc initiated holding in Banco Santander (Brasil) SA. The purchase prices were between $9.78 and $12.8, with an estimated average price of $11.13. The stock is now traded at around $10.72. The impact to a portfolio due to this purchase was 0.03%. The holding were 231,400 shares as of .

Causeway Capital Management Llc added to a holding in Ryanair Holdings PLC by 31.01%. The purchase prices were between $56.67 and $67.66, with an estimated average price of $61.95. The stock is now traded at around $84.88. The impact to a portfolio due to this purchase was 1.18%. The holding were 6,269,744 shares as of .

Causeway Capital Management Llc added to a holding in Vipshop Holdings Ltd by 1018.48%. The purchase prices were between $6.26 and $9.81, with an estimated average price of $8.19. The stock is now traded at around $11.99. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,392,352 shares as of .

Causeway Capital Management Llc added to a holding in New Oriental Education & Technology Group Inc by 53.83%. The purchase prices were between $90.53 and $113.66, with an estimated average price of $104.69. The stock is now traded at around $121.81. The impact to a portfolio due to this purchase was 0.21%. The holding were 449,531 shares as of .

Causeway Capital Management Llc added to a holding in Yum China Holdings Inc by 28.85%. The purchase prices were between $41.82 and $47.91, with an estimated average price of $44.67. The stock is now traded at around $42.17. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,540,520 shares as of .

Causeway Capital Management Llc added to a holding in Lloyds Banking Group PLC by 32.72%. The purchase prices were between $2.31 and $2.89, with an estimated average price of $2.59. The stock is now traded at around $3.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,841,518 shares as of .

Causeway Capital Management Llc added to a holding in iShares MSCI Saudi Arabia Capped ETF by 109.91%. The purchase prices were between $29.27 and $34.01, with an estimated average price of $31.67. The stock is now traded at around $29.81. The impact to a portfolio due to this purchase was 0.04%. The holding were 298,068 shares as of .

Causeway Capital Management Llc sold out a holding in General Electric Co. The sale prices were between $7.93 and $10.68, with an estimated average price of $9.43.

Causeway Capital Management Llc sold out a holding in Carnival PLC. The sale prices were between $41.86 and $48.46, with an estimated average price of $44.63.

Causeway Capital Management Llc sold out a holding in VanEck Vectors India Small-Cap Index ETF. The sale prices were between $29.73 and $38.39, with an estimated average price of $33.36.

Causeway Capital Management Llc sold out a holding in Just Energy Group Inc. The sale prices were between $1.09 and $4.4, with an estimated average price of $2.64.

Causeway Capital Management Llc sold out a holding in Changyou.com Ltd. The sale prices were between $5.51 and $9.52, with an estimated average price of $7.83.

Causeway Capital Management Llc sold out a holding in Ishares MSCI India Small Cap. The sale prices were between $32.2 and $38.99, with an estimated average price of $34.95.

Causeway Capital Management Llc reduced to a holding in Gildan Activewear Inc by 26.06%. The sale prices were between $34.99 and $40.3, with an estimated average price of $37.6. The stock is now traded at around $27.44. The impact to a portfolio due to this sale was -1.58%. Causeway Capital Management Llc still held 10,623,619 shares as of .

Causeway Capital Management Llc reduced to a holding in Manulife Financial Corp by 22.88%. The sale prices were between $16.17 and $18.76, with an estimated average price of $17.66. The stock is now traded at around $19.71. The impact to a portfolio due to this sale was -0.96%. Causeway Capital Management Llc still held 16,231,592 shares as of .

Causeway Capital Management Llc reduced to a holding in Flowserve Corp by 42.19%. The sale prices were between $40.22 and $53.46, with an estimated average price of $47.2. The stock is now traded at around $48.69. The impact to a portfolio due to this sale was -0.77%. Causeway Capital Management Llc still held 1,834,057 shares as of .

Causeway Capital Management Llc reduced to a holding in Bank of America Corp by 57.48%. The sale prices were between $26.25 and $30.89, with an estimated average price of $28.74. The stock is now traded at around $32.60. The impact to a portfolio due to this sale was -0.65%. Causeway Capital Management Llc still held 1,519,106 shares as of .

Causeway Capital Management Llc reduced to a holding in Mondelez International Inc by 38.37%. The sale prices were between $52.22 and $56.63, with an estimated average price of $54.74. The stock is now traded at around $52.60. The impact to a portfolio due to this sale was -0.58%. Causeway Capital Management Llc still held 1,586,160 shares as of .

Causeway Capital Management Llc reduced to a holding in Gerdau SA by 96.79%. The sale prices were between $2.79 and $4.05, with an estimated average price of $3.36. The stock is now traded at around $3.56. The impact to a portfolio due to this sale was -0.39%. Causeway Capital Management Llc still held 305,479 shares as of .