← All Managers

Dodge & Cox

Dodge & Cox

San Francisco value shop since 1930

$181.98B

Portfolio Value

222

Holdings

Q1 '26

Period

2026-05-14

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+8.86%

Q1 '25Q4 '25

Annualized

+11.94%/yr

S&P: +26.24%/yr

Alpha (vs S&P)

-10.32%

3 quarters tracked

1-Year Return

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

JCIREDUCED
4.1% of portfolio
-5% shares+0.2pp
SCHWREDUCED
3.9% of portfolio
-2% shares-0.3pp
RTXREDUCED
3.8% of portfolio
-6% shares+0.0pp
OXYREDUCED
2.6% of portfolio
-7% shares+0.9pp
MSFTREDUCED
2.4% of portfolio
+61% shares+0.5pp
BKNGINCREASED
2.3% of portfolio
+36% shares+0.2pp
CVSREDUCED
2.0% of portfolio
-17% shares-0.6pp
MET-PFREDUCED
2.0% of portfolio
-2% shares-0.2pp
FDXINCREASED
2.0% of portfolio
-36% shares-0.5pp
GOOGREDUCED
1.9% of portfolio
-5% shares-0.3pp
SUNBNEW
1.9% of portfolio
New position
REGNREDUCED
1.9% of portfolio
-3% shares-0.0pp
GILDREDUCED
1.9% of portfolio
-8% shares+0.1pp
CMCSAINCREASED
1.8% of portfolio
+0% shares-0.0pp
GSKREDUCED
1.8% of portfolio
-14% shares-0.0pp
CHTRINCREASED
1.7% of portfolio
+0% shares+0.1pp
AMZNREDUCED
1.7% of portfolio
-1% shares-0.2pp
CIINCREASED
1.7% of portfolio
+4% shares+0.0pp
TELREDUCED
1.7% of portfolio
-1% shares-0.1pp
GOOGLREDUCED
1.7% of portfolio
-2% shares-0.2pp
METAREDUCED
1.6% of portfolio
-0% shares-0.2pp
FISVINCREASED
1.5% of portfolio
+2% shares-0.3pp
BKREDUCED
1.5% of portfolio
-9% shares-0.1pp
APDREDUCED
1.5% of portfolio
-0% shares+0.2pp
IFFINCREASED
1.5% of portfolio
+0% shares+0.1pp
AONINCREASED
1.4% of portfolio
+3% shares-0.1pp
UNHINCREASED
1.4% of portfolio
+3% shares-0.2pp
WFCREDUCED
1.4% of portfolio
-4% shares-0.3pp
BNINCREASED
1.3% of portfolio
+43% shares+0.3pp
FTVREDUCED
1.3% of portfolio
-2% shares
FISREDUCED
1.3% of portfolio
-0% shares-0.5pp
GEHCINCREASED
1.2% of portfolio
+0% shares-0.2pp
BKRREDUCED
1.2% of portfolio
-12% shares+0.2pp
WTWINCREASED
1.2% of portfolio
+6% shares-0.1pp
ZBHINCREASED
1.2% of portfolio
+0% shares+0.0pp
SBACINCREASED
1.1% of portfolio
+1% shares-0.1pp
BUDFFREDUCED
1.1% of portfolio
-10% shares-0.0pp
HUMINCREASED
1.1% of portfolio
+1% shares-0.5pp
SUIREDUCED
1.0% of portfolio
-2% shares+0.0pp
NSCREDUCED
1.0% of portfolio
-35% shares-0.5pp
SUREDUCED
1.0% of portfolio
-4% shares+0.3pp
ELANREDUCED
0.9% of portfolio
-13% shares-0.1pp
COFREDUCED
0.9% of portfolio
-4% shares-0.3pp
AJGREDUCED
0.9% of portfolio
+735% shares+0.8pp
CARRINCREASED
0.8% of portfolio
+98% shares+0.4pp
HLNCFREDUCED
0.8% of portfolio
-3% shares-0.0pp
SNYNFREDUCED
0.8% of portfolio
-48% shares-0.7pp
CPNGINCREASED
0.7% of portfolio
+46% shares+0.1pp
LYBREDUCED
0.7% of portfolio
-0% shares+0.4pp
UBSREDUCED
0.7% of portfolio
-0% shares-0.1pp
TMUSREDUCED
0.7% of portfolio
-0% shares+0.0pp
COPINCREASED
0.7% of portfolio
-6% shares+0.2pp
LPLAINCREASED
0.7% of portfolio
+5% shares-0.1pp
BABAINCREASED
0.7% of portfolio
-1% shares-0.1pp
DREDUCED
0.7% of portfolio
-12% shares-0.0pp
ROPNEW
0.7% of portfolio
New position
GSREDUCED
0.6% of portfolio
-19% shares-0.2pp
BAPREDUCED
0.6% of portfolio
-12% shares+0.0pp
INCYREDUCED
0.6% of portfolio
-8% shares-0.1pp
AEPREDUCED
0.6% of portfolio
-6% shares+0.0pp
ADMREDUCED
0.6% of portfolio
-8% shares+0.1pp
TRUREDUCED
0.6% of portfolio
+64% shares+0.2pp
NVSREDUCED
0.6% of portfolio
-23% shares-0.1pp
CEINCREASED
0.6% of portfolio
+0% shares+0.2pp
CXMSFINCREASED
0.5% of portfolio
+1% shares
TDYREDUCED
0.5% of portfolio
-5% shares+0.1pp
BAXINCREASED
0.5% of portfolio
+0% shares-0.1pp
AVTRINCREASED
0.5% of portfolio
+2% shares-0.2pp
CTSHREDUCED
0.5% of portfolio
-5% shares-0.2pp
BMRNREDUCED
0.5% of portfolio
-0% shares-0.0pp
HPQINCREASED
0.4% of portfolio
+21% shares+0.0pp
TAP-AREDUCED
0.4% of portfolio
-0% shares-0.0pp
FCZBLINCREASED
0.4% of portfolio
+11x shares+0.4pp
NBIXREDUCED
0.4% of portfolio
-1% shares-0.0pp
NVONEW
0.4% of portfolio
New position
MDTREDUCED
0.4% of portfolio
-1% shares-0.0pp
LINREDUCED
0.4% of portfolio
-0% shares+0.1pp
ALNYREDUCED
0.4% of portfolio
-2% shares-0.1pp
FOXREDUCED
0.3% of portfolio
-6% shares-0.1pp
XPREDUCED
0.3% of portfolio
-4% shares+0.0pp
MLCMFINCREASED
0.3% of portfolio
+0% shares+0.1pp
ADBEINCREASED
0.3% of portfolio
+15% shares-0.1pp
GLPIREDUCED
0.3% of portfolio
-1% shares
RALINCREASED
0.3% of portfolio
+13% shares-0.0pp
VFCREDUCED
0.3% of portfolio
-19% shares-0.1pp
TRPEFREDUCED
0.3% of portfolio
-4% shares+0.0pp
PDDINCREASED
0.3% of portfolio
+2% shares-0.0pp
STTREDUCED
0.2% of portfolio
-26% shares-0.1pp
YUMCREDUCED
0.2% of portfolio
-2% shares
MCHPPREDUCED
0.2% of portfolio
-1% shares
FOXREDUCED
0.2% of portfolio
-1% shares-0.0pp
AEFCREDUCED
0.2% of portfolio
-28% shares-0.1pp
BNTXINCREASED
0.2% of portfolio
+2% shares
NWSLLREDUCED
0.2% of portfolio
-2% shares
BMYREDUCED
0.2% of portfolio
-35% shares-0.1pp
NTESINCREASED
0.1% of portfolio
+0% shares-0.0pp
GEINCREASED
0.1% of portfolio
-86% shares-0.7pp
VSNTNEW
0.1% of portfolio
New position
ITUBINCREASED
0.1% of portfolio
+0% shares+0.0pp
HDBINCREASED
0.1% of portfolio
+3% shares-0.0pp
COHRREDUCED
0.1% of portfolio
-17% shares
GEVREDUCED
0.1% of portfolio
-7% shares+0.0pp
BACREDUCED
<0.1% of portfolio
-9% shares-0.0pp
AXPREDUCED
<0.1% of portfolio
-5% shares-0.0pp
WMBINCREASED
<0.1% of portfolio
-3% shares
CDNSREDUCED
<0.1% of portfolio
-3% shares
UNPREDUCED
<0.1% of portfolio
-1% shares
LBTYKREDUCED
<0.1% of portfolio
-21% shares
CVXREDUCED
<0.1% of portfolio
-4% shares
LLYREDUCED
<0.1% of portfolio
-1% shares
JPMREDUCED
<0.1% of portfolio
-5% shares
NESRREDUCED
<0.1% of portfolio
-17% shares
CATREDUCED
<0.1% of portfolio
-2% shares
TRVREDUCED
<0.1% of portfolio
-2% shares
LBTYKREDUCED
<0.1% of portfolio
-52% shares-0.0pp
DISREDUCED
<0.1% of portfolio
-1% shares
WMTREDUCED
<0.1% of portfolio
-3% shares
MRKREDUCED
<0.1% of portfolio
-2% shares
KSPIINCREASED
<0.1% of portfolio
+14% shares
PGREDUCED
<0.1% of portfolio
-0% shares
XOMREDUCED
<0.1% of portfolio
-1% shares
TELLREDUCED
<0.1% of portfolio
-1% shares
<0.1% of portfolio
New position
IBMREDUCED
<0.1% of portfolio
-0% shares
CSCOREDUCED
<0.1% of portfolio
-36% shares
AAPLREDUCED
<0.1% of portfolio
-1% shares
HDREDUCED
<0.1% of portfolio
-3% shares
ADIREDUCED
<0.1% of portfolio
-4% shares
AVGOREDUCED
<0.1% of portfolio
-6% shares
SLBREDUCED
<0.1% of portfolio
-38% shares
RYDAFREDUCED
<0.1% of portfolio
-0% shares
CTASREDUCED
<0.1% of portfolio
-1% shares
ACMRINCREASED
<0.1% of portfolio
+7% shares
MELIINCREASED
<0.1% of portfolio
+43% shares
TBBBNEW
<0.1% of portfolio
New position
DELLREDUCED
<0.1% of portfolio
-1% shares
BAIDFINCREASED
<0.1% of portfolio
+66% shares
VIPSINCREASED
<0.1% of portfolio
+54% shares
PMREDUCED
<0.1% of portfolio
-3% shares
PFEREDUCED
<0.1% of portfolio
-2% shares
JOYYREDUCED
<0.1% of portfolio
-15% shares
TRPCFINCREASED
<0.1% of portfolio
+156% shares
KAROINCREASED
<0.1% of portfolio
+73% shares
MCDREDUCED
<0.1% of portfolio
-1% shares
HPE-PCREDUCED
<0.1% of portfolio
-11% shares
CTVAREDUCED
<0.1% of portfolio
-1% shares
ZHIHFINCREASED
<0.1% of portfolio
+51% shares
MOREDUCED
<0.1% of portfolio
-2% shares
EBAYREDUCED
<0.1% of portfolio
-8% shares
APAREDUCED
<0.1% of portfolio
-4% shares
ABEVINCREASED
<0.1% of portfolio
+3% shares
JBSINCREASED
<0.1% of portfolio
+164% shares
LOMAINCREASED
<0.1% of portfolio
+66% shares
QREDUCED
<0.1% of portfolio
-10% shares
AFYAINCREASED
<0.1% of portfolio
+45% shares
LAURINCREASED
<0.1% of portfolio
+38% shares
CPAINCREASED
<0.1% of portfolio
+52% shares
DDREDUCED
<0.1% of portfolio
-1% shares
PAXINCREASED
<0.1% of portfolio
+148% shares
DLOINCREASED
<0.1% of portfolio
+22% shares
OTISINCREASED
<0.1% of portfolio
-62% shares
ASRREDUCED
<0.1% of portfolio
-26% shares
UNLYFREDUCED
<0.1% of portfolio
-0% shares
MGMREDUCED
<0.1% of portfolio
-13% shares
LYVREDUCED
<0.1% of portfolio
-57% shares
HALNEW
<0.1% of portfolio
New position
AMRZSOLD
was 0.2%
Sold out position
Filing price: $54.47
IEXSOLD
was 0.1%
Sold out position
Filing price: $177.94
AZNSOLD
was <0.1%
Sold out position
Filing price: $91.93
SATSSOLD
was <0.1%
Sold out position
Filing price: $108.70
CIBSOLD
was <0.1%
Sold out position
Filing price: $63.61
VOOSOLD
was <0.1%
Sold out position
Filing price: $627.32
PYPLSOLD
was <0.1%
Sold out position
Filing price: $58.38

Sold Out (7)

SOLDSATSEchoStar Corp.was 0.00%@$108.70
SOLDAZNAstraZeneca PLCwas 0.01%@$91.93
SOLDIEXIDEX Corpwas 0.12%@$177.94
SOLDAMRZAmrize, Ltd.was 0.16%@$54.47
SOLDCIBGrupo Cibest SAwas 0.00%@$63.61
SOLDPYPLPayPal Holdings, Inc.was 0.00%@$58.38
SOLDVOOVanguard S&P 500 ETFwas 0.00%@$627.32

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 46.4%Healthcare 11.7%Technology 11.5%Financials 9.8%Communication Services 4.8%+6 more (15.8%)

💼 Holdings

🔍

222 of 222 positions · $181.98B

This quarter: 7 new positions, increased 53, reduced 106, sold 7. Net seller.

JCIREDUCED
4.1%
4.1% of portfolio (was 3.9%, trimmed)
Filed ~$131
📄
SCHWREDUCED
3.9%
3.9% of portfolio (was 4.1%, trimmed)
Filed ~$94
📄
RTXREDUCED
3.8%
3.8% of portfolio (was 3.7%, trimmed)
Filed ~$193
📄
OXYREDUCED
2.6%
2.6% of portfolio (was 1.8%, trimmed)
Filed ~$65
📄
MSFTREDUCED
2.4%
2.4% of portfolio (was 1.9%, trimmed)
Filed ~$370
📄
BKNGINCREASED
2.3%
2.3% of portfolio (was 2.1%, added)
Filed ~$4210
📄
CVSREDUCED
2.0%
2.0% of portfolio (was 2.7%, trimmed)
Filed ~$72
📄
MET-PFREDUCED
2.0%
2.0% of portfolio (was 2.2%, trimmed)
Filed ~$71
📄
FDXINCREASED
2.0%
2.0% of portfolio (was 2.4%, added)
Filed ~$356
📄
GOOGREDUCED
1.9%
1.9% of portfolio (was 2.2%, trimmed)
Filed ~$287
📄
SUNBNEW
1.9%
1.9% of portfolio (new position)
Filed ~$65
📄
REGNREDUCED
1.9%
1.9% of portfolio (was 1.9%, trimmed)
Filed ~$773
📄
GILDREDUCED
1.9%
1.9% of portfolio (was 1.7%, trimmed)
Filed ~$139
📄
CMCSAINCREASED
1.8%
1.8% of portfolio (was 1.8%, added)
Filed ~$29
📄
GSKREDUCED
1.8%
1.8% of portfolio (was 1.8%, trimmed)
Filed ~$55
📄
CHTRINCREASED
1.7%
1.7% of portfolio (was 1.6%, added)
Filed ~$216
📄
AMZNREDUCED
1.7%
1.7% of portfolio (was 1.9%, trimmed)
Filed ~$208
📄
CIINCREASED
1.7%
1.7% of portfolio (was 1.7%, added)
Filed ~$267
📄
TELREDUCED
1.7%
1.7% of portfolio (was 1.8%, trimmed)
Filed ~$209
📄
GOOGLREDUCED
1.7%
1.7% of portfolio (was 1.8%, trimmed)
Filed ~$288
📄
METAREDUCED
1.6%
1.6% of portfolio (was 1.8%, trimmed)
Filed ~$572
📄
FISVINCREASED
1.5%
1.5% of portfolio (was 1.8%, added)
Filed ~$56
📄
BKREDUCED
1.5%
1.5% of portfolio (was 1.6%, trimmed)
Filed ~$119
📄
APDREDUCED
1.5%
1.5% of portfolio (was 1.2%, trimmed)
Filed ~$290
📄
IFFINCREASED
1.5%
1.5% of portfolio (was 1.3%, added)
Filed ~$73
📄
125 of 222

🚫 Sold Out (7 positions)

SOLDSATSEchoStar Corp.was 0.00%@$108.7032443 shares · $3.5M
SOLDAZNAstraZeneca PLCwas 0.01%@$91.93121043 shares · $11.1M
SOLDIEXIDEX Corpwas 0.12%@$177.941262550 shares · $224.7M
SOLDAMRZAmrize, Ltd.was 0.16%@$54.475385441 shares · $293.4M
SOLDCIBGrupo Cibest SAwas 0.00%@$63.6112046 shares · $766K
SOLDPYPLPayPal Holdings, Inc.was 0.00%@$58.384475 shares · $261K
SOLDVOOVanguard S&P 500 ETFwas 0.00%@$627.32600 shares · $376K