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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Dodge & Cox

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
221
Portfolio value:
$181,976,458,000
Filed:
May 14, 2026
CIK:
200217
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 267 new27 added43 reduced7 exited
≡SUNB – Sunbelt Rentals Holdings, Inc.Buy53,101,8471.90
≡AJG – Arthur J Gallagher & Co.Add 735.00%6,474,3300.75
≡ROP – Roper Technologies, Inc.Buy3,343,6940.65
≡MSFT – Microsoft Corp.Add 61.00%4,518,1850.49
≡CARR – Carrier Global Corp.Add 98.00%13,200,9810.44
≡NVO – Novo Nordisk A/SBuy19,333,7500.39
≡FCNCA – First Citizens BancShares, Inc.Add 1145.00%361,5210.37
≡BN – Brookfield Corp.Add 43.00%17,906,5350.29
≡BKNG – Booking Holdings, Inc.Add 36.00%265,4170.19
≡TRU – TransUnionAdd 64.00%6,347,5050.16
≡CPNG – Coupang, Inc.Add 46.00%22,774,8000.12
≡VSNT – Versant Media Group, Inc.Buy4,510,9560.09
≡ADBE – Adobe, Inc.Add 15.00%331,120−0.08
≡WTW – Willis Towers Watson PLCAdd 6.00%406,889−0.06
≡HPQ – HP, Inc.Add 21.00%7,089,4100.02
≡RAL – Ralliant Corp.Add 13.00%1,532,872−0.02
≡AZN – AstraZeneca PLCBuy57,4740.01
≡TBBB – BBB Foods, Inc.Buy90,7000.00
≡KSPI – Kaspi.KZ JSCAdd 14.00%26,5000.00
≡TCOM – Trip.com Group, Ltd.Add 156.00%30,0000.00
≡KARO – Karooooo, Ltd.Add 73.00%17,8100.00
≡BIDU – Baidu, Inc.Add 66.00%10,9760.00
≡VIPS – Vipshop Holdings, Ltd.Add 54.00%66,6000.00
≡MELI – MercadoLibre, Inc.Add 43.00%5950.00
≡JBS – JBS NVAdd 164.00%27,8000.00
≡ACMR – ACM Research, Inc.Add 7.00%7,5000.00
≡ZH – Zhihu, Inc.Add 51.00%161,9280.00
≡PAX – Patria Investments, Ltd.Add 148.00%31,4000.00
≡LOMA – Loma Negra Cia Industrial Argentina SAAdd 66.00%28,7000.00
≡LAUR – Laureate Education, Inc.Add 38.00%6,0000.00
≡AFYA – Afya, Ltd.Add 45.00%15,9000.00
≡CPA – Copa Holdings SAAdd 52.00%2,0500.00
≡HAL – Halliburton Co.Buy5,5000.00
≡DLO – Dlocal, Ltd.Add 22.00%8,0000.00
Q4 2025filed Feb 13, 2613 new22 added62 reduced10 exited
≡BN – Brookfield Corp.Buy41,280,3201.02
≡FISV – Fiserv, Inc.Add 28.00%10,840,613−0.89
≡AON – Aon PLCAdd 127.00%4,387,7730.83
≡WTW – Willis Towers Watson PLCAdd 91.00%3,293,334
Q3 2025filed Nov 13, 253 new3 exited
≡CIB – Grupo Cibest SABuy12,0460.00
≡LOMA – Loma Negra Cia Industrial Argentina SABuy36,4000.00
≡FCAP – Intuitive Surgical, Inc.Buy5000.00
Q3 2025filed Nov 13, 256 new27 added37 reduced6 exited
≡CHTR – Charter Communications, Inc.Add 6.00%681,063−0.80
≡AON – Aon PLCBuy3,464,6830.67
≡WTW – Willis Towers Watson PLCAdd 184.00%2,353,7680.46
≡ADBE – Adobe, Inc.Add 8007.00%1,573,849
Q2 2025filed Aug 13, 253 new3 exited
≡CIB – Grupo Cibest SABuy12,0460.00
≡LOMA – Loma Negra Cia Industrial Argentina SABuy31,1000.00
≡ISRG – Intuitive Surgical, Inc.Buy5000.00
Q2 2025filed Aug 13, 2511 new25 added52 reduced6 exited
≡META – Meta Platforms, Inc.Add 18.00%638,7390.57
≡TDY – Teledyne Technologies, Inc.Buy1,497,7400.43
≡AMRZ – Amrize, Ltd.Buy12,470,7060.35
≡UNH – UnitedHealth Group, Inc.Add 118.00%
Q1 2025filed May 14, 252 new2 exited
≡LOMA – Loma Negra Cia Industrial Argentina SABuy30,9000.00
≡ISRG – Intuitive Surgical, Inc.Buy5000.00
Q1 2025filed May 14, 256 new26 added31 reduced6 exited
≡FTV – Fortive Corp.Add 181.00%14,120,4560.57
≡GSK – GSK PLCAdd 15.00%10,210,9210.39
≡APD – Air Products & Chemicals, Inc.Add 31.00%2,096,5680.35
≡SUI – Sun Communities, Inc.Add 42.00%4,041,802
Q4 2024filed Feb 13, 252 new2 exited
≡LOMA – Loma Negra Cia Industrial Argentina SABuy30,9000.00
≡ISRG – Intuitive Surgical, Inc.Buy5000.00
Q4 2024filed Feb 13, 2512 new26 added25 reduced3 exited
≡SBAC – SBA Communications Corp.Add 352.00%5,722,7400.65
≡HUM – Humana, Inc.Add 107.00%5,264,0450.62
≡CVS – CVS Health Corp.Add 11.00%7,075,209−0.41
≡FTV – Fortive Corp.Buy7,779,907
Q3 2024filed Nov 13, 245 new11 added25 reduced2 exited
≡TEL – TE Connectivity PLCBuy15,990,1861.37
≡APD – Air Products & Chemicals, Inc.Add 227424.00%6,595,2941.11
≡BAX – Baxter International, Inc.Add 62.00%17,075,4490.41
≡SBAC – SBA Communications Corp.Buy
Q2 2024filed Aug 13, 246 new10 added24 reduced3 exited
≡HUM – Humana, Inc.Buy4,308,5360.97
≡JCI – Johnson Controls International PLCAdd 7.00%5,334,6650.37
≡CVS – CVS Health Corp.Add 50.00%20,670,8000.29
≡NSC – Norfolk Southern Corp.Add 33.00%
0.55
≡TRU – TransUnionBuy9,842,0060.46
≡PDD – PDD Holdings, Inc.Buy4,439,8000.27
≡GEHC – GE HealthCare Technologies, Inc.Add 13.00%3,693,9180.27
≡SBAC – SBA Communications Corp.Add 24.00%2,328,8370.24
≡FIS – Fidelity National Information Services, Inc.Add 14.00%6,008,0900.23
≡META – Meta Platforms, Inc.Add 27.00%1,056,6300.22
≡CI – The Cigna GroupAdd 20.00%1,833,3890.21
≡TMUS – T-Mobile U.S., Inc.Add 65.00%2,442,4500.19
≡LPLA – LPL Financial Holdings, Inc.Add 19.00%619,7150.16
≡BKNG – Booking Holdings, Inc.Add 8.00%56,9990.15
≡AJG – Arthur J Gallagher & Co.Buy880,5850.12
≡CHTR – Charter Communications, Inc.Add 24.00%2,801,671−0.11
≡ADBE – Adobe, Inc.Add 36.00%570,9690.11
≡IEX – IDEX Corp.Add 267.00%918,2080.09
≡RAL – Ralliant Corp.Add 13.00%1,434,3760.08
≡ADM – Archer-Daniels-Midland Co.Add 13.00%2,016,1010.04
≡FCNCA – First Citizens BancShares, Inc.Buy31,5660.04
≡KSPI – Kaspi.KZ JSCAdd 931.00%165,9000.01
≡MELI – MercadoLibre, Inc.Add 255.00%1,0000.00
≡KARO – Karooooo, Ltd.Buy24,4230.00
≡ATAT – Atour Lifestyle Holdings, Ltd.Buy28,1520.00
≡CIB – Grupo Cibest SABuy12,0460.00
≡Q – Qnity Electronics, Inc.Buy7,5030.00
≡LOMA – Loma Negra Cia Industrial Argentina SABuy43,4820.00
≡ZH – Zhihu, Inc.Add 15.00%42,267−0.00
≡UL – Unilever PLCBuy5,2440.00
≡INTU – Intuitive Surgical, Inc.Buy5000.00
≡RIO – Rio Tinto PLCBuy3,0000.00
≡ABEV – Ambev SAAdd 7.00%20,0000.00
≡JBS – JBS NVAdd 6.00%1,0000.00
≡BLK – Blackrock, Inc.Add 9.00%56−0.00
0.30
≡ADM – Archer-Daniels-Midland Co.Add 130.00%8,518,9200.29
≡REGN – Regeneron Pharmaceuticals, Inc.Add 19.00%724,5620.25
≡UNH – UnitedHealth Group, Inc.Add 9.00%755,0760.24
≡FDX – FedEx Corp.Add 12.00%1,742,6660.21
≡FISV – Fiserv, Inc.Add 30.00%8,914,473−0.19
≡BAX – Baxter International, Inc.Add 10.00%5,274,750−0.18
≡FTV – Fortive Corp.Add 28.00%9,422,1890.15
≡BNTX – BioNTech SEAdd 316.00%2,769,6540.14
≡GEHC – GE HealthCare Technologies, Inc.Add 17.00%3,949,3610.13
≡SBAC – SBA Communications Corp.Add 12.00%1,058,803−0.13
≡TDY – Teledyne Technologies, Inc.Add 12.00%183,2220.10
≡FIS – Fidelity National Information Services, Inc.Add 22.00%7,830,710−0.08
≡TAP – Molson Coors Beverage Co.Add 29.00%4,235,0290.07
≡IEX – IDEX Corp.Buy344,3420.03
≡LPLA – LPL Financial Holdings, Inc.Add 23.00%627,5460.03
≡HDB – HDFC Bank, Ltd.Add 108.00%3,232,400−0.01
≡NESR – National Energy Services Reunited Corp.Add 6.00%119,1000.01
≡CVX – Chevron Corp.Add 23.00%41,4140.00
≡ACMR – ACM Research, Inc.Add 52.00%41,8000.00
≡ZH – Zhihu, Inc.Buy276,8970.00
≡MELI – MercadoLibre, Inc.Buy3920.00
≡KSPI – Kaspi.KZ JSCAdd 128.00%10,0000.00
≡PSMT – PriceSmart, Inc.Buy6,1560.00
≡NVDA – NVIDIA Corp.Buy3,4000.00
≡LAUR – Laureate Education, Inc.Add 20.00%2,6000.00
≡LOMA – Loma Negra Cia Industrial Argentina SAAdd 17.00%5,300−0.00
≡ABEV – Ambev SAAdd 6.00%15,900−0.00
≡GPRK – Geopark, Ltd.Add 10.00%8,5000.00
≡PBR – Petroleo Brasileiro SA - PetrobrasAdd 8.00%2,3000.00
4,730,192
0.33
≡TEL – TE Connectivity PLCAdd 6.00%1,017,3230.32
≡RAL – Ralliant Corp.Buy10,797,5060.29
≡REGN – Regeneron Pharmaceuticals, Inc.Add 65.00%1,502,1980.29
≡LPLA – LPL Financial Holdings, Inc.Add 77.00%1,178,2490.29
≡CPNG – Coupang, Inc.Add 14.00%5,829,6000.27
≡CMCSA – Comcast Corp.Add 18.00%17,054,5790.25
≡MCHP – Microchip Technology, Inc.Add 958.00%5,740,8270.23
≡WTW – Willis Towers Watson PLCBuy1,278,4230.22
≡GEHC – GE HealthCare Technologies, Inc.Add 42.00%6,982,4410.22
≡ADM – Archer-Daniels-Midland Co.Buy6,549,6240.19
≡CX – Cemex SAB de CVAdd 35.00%24,703,0350.15
≡ZBH – Zimmer Biomet Holdings, Inc.Add 13.00%2,533,009−0.13
≡HUM – Humana, Inc.Add 6.00%597,705−0.06
≡FTV – Fortive Corp.Add 51.00%11,273,2420.06
≡BNTX – BioNTech SEBuy877,4370.05
≡AVTR – Avantor, Inc.Add 17.00%17,170,761−0.04
≡NESR – National Energy Services Reunited Corp.Add 202.00%1,428,2000.00
≡IBM – International Business Machines Corp.Add 42.00%14,1720.00
≡ACMR – ACM Research, Inc.Add 29.00%18,0000.00
≡CIB – Grupo Cibest SABuy12,0460.00
≡LOMA – Loma Negra Cia Industrial Argentina SABuy31,1000.00
≡LAUR – Laureate Education, Inc.Buy13,1000.00
≡LVS – Las Vegas Sands Corp.Add 19.00%4,5000.00
≡FCAP – Intuitive Surgical, Inc.Buy5000.00
≡JBS – JBS NVBuy15,9500.00
≡AAPL – Apple, Inc.Add 11.00%3,1000.00
≡PAX – Patria Investments, Ltd.Add 7.00%1,4000.00
≡AFYA – Afya, Ltd.Add 13.00%4,0000.00
≡KSPI – Kaspi.KZ JSCAdd 22.00%1,4000.00
≡PBR – Petroleo Brasileiro SA - PetrobrasAdd 7.00%2,000−0.00
≡ELV – Elevance Health, Inc.Add 8.00%100−0.00
≡TCOM – Trip.com Group, Ltd.Add 12.00%2,0500.00
0.31
≡OXY – Occidental Petroleum Corp.Add 15.00%10,836,5680.26
≡CMCSA – Comcast Corp.Add 19.00%15,115,0740.25
≡CPNG – Coupang, Inc.Add 102.00%20,555,6000.25
≡LPLA – LPL Financial Holdings, Inc.Add 224.00%1,053,3510.19
≡SBAC – SBA Communications Corp.Add 16.00%1,139,0090.19
≡TIGO – Millicom International Cellular SABuy8,701,7320.15
≡NBIX – Neurocrine Biosciences, Inc.Add 83.00%2,518,1990.11
≡JD – JD.com, Inc.Add 8.00%1,339,5080.09
≡CX – Cemex SAB de CVAdd 42.00%20,698,7910.06
≡IFF – International Flavors & Fragrances, Inc.Add 7.00%2,336,844−0.05
≡CE – Celanese Corp.Add 13.00%1,773,354−0.05
≡NWSA – News Corp.Add 19.00%2,183,6130.03
≡NTES – NetEase, Inc.Add 6.00%153,7880.03
≡MSI – Motorola Solutions, Inc.Add 30.00%2,6010.00
≡VOO – Vanguard S&P 500 ETFBuy1,6110.00
≡JOYY – JOYY, Inc.Add 50.00%17,5000.00
≡ACMR – ACM Research, Inc.Add 18.00%9,5000.00
≡CIB 04/17/10 P50 – Bancolombia SAAdd 85.00%9,6460.00
≡VIPS – Vipshop Holdings, Ltd.Add 16.00%16,8000.00
≡LOMA – Loma Negra Cia Industrial Argentina SABuy30,9000.00
≡FCAP – Intuitive Surgical, Inc.Buy5000.00
≡PAX – Patria Investments, Ltd.Buy19,8000.00
≡CB – Chubb, Ltd.Buy7220.00
≡ABEV – Ambev SAAdd 26.00%54,2000.00
≡PBR – Petroleo Brasileiro SAAdd 64.00%11,1000.00
≡ELV – Elevance Health, Inc.Add 9.00%1000.00
≡AAPL – Apple, Inc.Add 14.00%3,276−0.00
≡V – Visa, Inc.Add 7.00%590.00
0.34
≡FDX – FedEx Corp.Add 6.00%734,2680.24
≡SUI – Sun Communities, Inc.Add 61.00%3,644,8530.23
≡AVTR – Avantor, Inc.Add 45.00%30,727,6730.21
≡CX – Cemex SAB de CVAdd 7201.00%48,942,3090.16
≡NBIX – Neurocrine Biosciences, Inc.Add 134.00%1,728,6050.16
≡GLPI – Gaming & Leisure Properties, Inc.Add 75.00%5,797,2990.15
≡ZBH – Zimmer Biomet Holdings, Inc.Add 12.00%2,044,6450.13
≡IFF – International Flavors & Fragrances, Inc.Add 12.00%3,355,381−0.12
≡BAX – Baxter International, Inc.Add 13.00%5,779,100−0.10
≡LPLA – LPL Financial Holdings, Inc.Add 2922.00%454,5530.09
≡SNREN – Sunrise Communications AGBuy2,289,9250.06
≡XP – XP, Inc.Add 24.00%8,291,500−0.06
≡NWSA – News Corp.Add 12.00%1,245,2780.03
≡CE – Celanese Corp.Add 100.00%6,818,9930.03
≡CMCSA – Comcast Corp.Add 7.00%5,039,823−0.02
≡HDB – HDFC Bank, Ltd.Add 12.00%356,3000.02
≡MDT – Medtronic PLCAdd 13.00%897,6350.01
≡BMRN – BioMarin Pharmaceutical, Inc.Add 6.00%847,9170.01
≡ITUB – Itau Unibanco Holding SAAdd 7.00%1,058,400−0.01
≡BUD – Anheuser-Busch InBev SA/NVAdd 28.00%8,670,940−0.01
≡NESR – National Energy Services Reunited Corp.Buy768,0890.00
≡IWD – iShares Russell 1000 Value ETFBuy17,1000.00
≡AMG – Affiliated Managers Group, Inc.Buy6,5000.00
≡LYV – Live Nation Entertainment, Inc.Buy7,0000.00
≡ARCO – Arcos Dorados Holdings, Inc.Buy106,0000.00
≡BLK – Blackrock, Inc.Buy7500.00
≡MGM – MGM Resorts InternationalBuy15,5000.00
≡ASR – Grupo Aeroportuario del Sureste SAB de CVBuy1,8000.00
≡ABEV – Ambev SABuy206,2000.00
≡GPRK – Geopark, Ltd.Add 29.00%22,0310.00
≡KSPI – Kaspi.KZ JSCAdd 16.00%9000.00
≡ACMR – ACM Research, Inc.Add 25.00%10,592−0.00
≡CIG – Cia Energetica de Minas GeraisBuy15,0000.00
≡AFYA – Afya, Ltd.Add 7.00%2,0790.00
1,623,515
0.22
≡CPNG – Coupang, Inc.Add 66.00%7,991,2680.13
≡HUM – Humana, Inc.Add 15.00%625,459−0.08
≡NTES – NetEase, Inc.Add 144.00%1,553,0240.08
≡SUI – Sun Communities, Inc.Add 7.00%384,4250.05
≡GLPI – Gaming & Leisure Properties, Inc.Add 18.00%1,176,4720.05
≡HDB – HDFC Bank, Ltd.Add 23.00%551,0000.01
≡LPLA – LPL Financial Holdings, Inc.Buy15,5560.00
≡TSM – Taiwan Semiconductor Manufacturing Co., Ltd.Add 24.00%21,0000.00
≡ACMR – ACM Research, Inc.Buy43,0000.00
≡AVGO – Broadcom, Inc.Add 828.00%31,532−0.00
≡CB – Chubb, Ltd.Buy7220.00
≡CTAS – Cintas Corp.Add 300.00%1,5000.00
2,669,800
0.19
≡CPNG – Coupang, Inc.Buy12,114,1520.15
≡XP – XP, Inc.Add 16.00%4,667,800−0.08
≡BIDU – Baidu, Inc.Add 55.00%2,099,5000.07
≡YUMC – Yum China Holdings, Inc.Add 59.00%3,961,4000.04
≡VFC – VF Corp.Add 20.00%7,126,7000.03
≡HDB – HDFC Bank, Ltd.Add 14.00%294,9580.02
≡GEV – GE Vernova, Inc.Buy182,8650.02
≡NTES – NetEase, Inc.Add 14.00%133,8260.01
≡CIB 04/17/10 P50 – Bancolombia SABuy13,0000.00
≡DLO – Dlocal, Ltd.Buy44,9000.00
≡FCAP – Intuitive Surgical, Inc.Buy5000.00
≡VIPS – Vipshop Holdings, Ltd.Add 8.00%7,800−0.00