Sarah Ketterer's GGB Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 7.26 M shares of Gerdau S.A. (GGB) worth $26.79 M, representing 0.37% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Sarah Ketterer has maintained a strategic position in GGB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 8.48 M shares. Largest reduction occurred in Q3 2019, reducing 11.6 M shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's Gerdau (GGB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Gerdau (GGB) Trades by Sarah Ketterer
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +70,163 | Add 0.98% | 7.26 M | $3.69 |
| Q3 2025 | +4.52 M | Add 169.24% | 7.19 M | $3.10 |
| Q2 2024 | -2.02 M | Reduce 43.10% | 2.67 M | $3.30 |
| Q1 2024 | -4.14 M | Reduce 46.86% | 4.69 M | $3.68 |
| Q4 2023 | -346,962 | Reduce 3.78% | 8.83 M | $4.04 |
| Q3 2023 | -98,778 | Reduce 1.06% | 9.18 M | $3.98 |
| Q2 2023 | +799,908 | Add 9.44% | 9.28 M | $4.35 |
| Q1 2023 | +8.48 M | New Buy | 8.48 M | $4.11 |
| Q1 2020 | -13,482 | Sold Out | 0 | $0.00 |
| Q4 2019 | -371,422 | Reduce 96.50% | 13,482 | $3.86 |
| Q3 2019 | -11.6 M | Reduce 96.79% | 384,904 | $2.50 |
| Q2 2019 | -1.56 M | Reduce 11.52% | 11.98 M | $3.09 |
| Q1 2019 | +13.54 M | New Buy | 13.54 M | $3.08 |
Sarah Ketterer's Gerdau Investment FAQs
Sarah Ketterer first purchased Gerdau S.A. (GGB) in Q1 2019, acquiring 13,541,724 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held Gerdau S.A. (GGB) for 17 quarters since Q1 2019.
Sarah Ketterer's largest addition to Gerdau S.A. (GGB) was in Q1 2019, adding 13,541,724 shares worth $41.7 M.
According to the latest 13F filing for Q4 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 7,259,433 shares of Gerdau S.A. (GGB), valued at approximately $26.79 M.
As of the Q4 2025 filing, Gerdau S.A. (GGB) represents approximately 0.37% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.
Sarah Ketterer's peak holding in Gerdau S.A. (GGB) was 13,541,724 shares, as reported at the end of Q1 2019.