Sarah Ketterer's GGB Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 7.19 M shares of Gerdau S.A. (GGB) worth $22.29 M, representing 0.29% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 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 8.46 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +13.54 M | New Buy | 13.54 M | $3.08 |
| Q2 2019 | -1.56 M | Reduce 11.52% | 11.98 M | $3.09 |
| Q3 2019 | -11.6 M | Reduce 96.79% | 384,904 | $2.50 |
| Q4 2019 | -371,422 | Reduce 96.50% | 13,482 | $3.86 |
| Q1 2020 | -13,482 | Sold Out | 13,482 | $0.00 |
| Q1 2023 | +8.48 M | New Buy | 8.48 M | $4.11 |
| Q2 2023 | +799,908 | Add 9.44% | 9.28 M | $4.35 |
| Q3 2023 | -98,778 | Reduce 1.06% | 9.18 M | $3.98 |
| Q4 2023 | -346,962 | Reduce 3.78% | 8.83 M | $4.04 |
| Q1 2024 | -4.14 M | Reduce 46.86% | 4.69 M | $3.68 |
| Q2 2024 | -2.02 M | Reduce 43.10% | 2.67 M | $3.30 |
| Q3 2025 | +4.52 M | Add 169.24% | 7.19 M | $3.10 |
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 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's largest addition to Gerdau S.A. (GGB) was in Q1 2019, adding 13,541,724 shares worth $41.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 7,189,270 shares of Gerdau S.A. (GGB), valued at approximately $22.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Gerdau S.A. (GGB) represents approximately 0.29% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's peak holding in Gerdau S.A. (GGB) was 13,541,724 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.