13F Notebook
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Fund detail

Dodge & Cox

large-active, value, lo

Quarters 52
2018-09-30 $130.72B
Positions 190
Showing 17 of 17 rows (filtered from 193)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 UBS Group AG $1.67B 1.28% 105,532,270 +105,532,270 2015-09-30 $16 ~$18 -10.05%
2 CVS Health Corp CVS $1.19B 0.91% 15,125,686 +15,125,686 2016-03-31 $79 ~$91 -13.74%
3 Microchip Technology Inc MCHP $827.8M 0.63% 10,490,101 +10,490,101 2018-09-30 $79 ~$79 +0.00%
4 Ball Corp BALL $155.3M 0.12% 3,530,021 +3,530,021 2018-09-30 $44 ~$44 +0.00%
5 Elanco Animal Health Inc ELAN $70.2M 0.05% 2,012,033 +2,012,033 2018-09-30 $35 ~$35 +0.00%
6 Boeing Co/The BA $437K 0.00% 1,174 +1,174 2018-09-30 $372 ~$372 +0.00%
7 American Tower Corp AMT $381K 0.00% 2,625 +2,625 2018-09-30 $145 ~$145 +0.00%
8 BlackRock Inc BLKCHF $353K 0.00% 750 +750 2016-03-31 $471 ~$353 +33.31%
9 Lockheed Martin Corp LMT $337K 0.00% 975 +975 2018-09-30 $346 ~$346 +0.00%
10 Raytheon Co RTN1USD $320K 0.00% 1,550 +1,550 2018-09-30 $206 ~$206 +0.00%
11 United Parcel Service Inc UPS $257K 0.00% 2,200 +2,200 2018-09-30 $117 ~$117 +0.00%
12 iShares Russell 2000 Value ETF IWN $256K 0.00% 1,925 +1,925 2018-09-30 $133 ~$133 +0.00%
13 Intel Corp INTC $236K 0.00% 5,000 +5,000 2018-09-30 $47 ~$47 +0.00%
14 Cabot Oil & Gas Corp CTRA $232K 0.00% 10,300 +10,300 2014-09-30 $23 ~$31 -27.60%
15 Lowe's Cos Inc LOW $218K 0.00% 1,900 +1,900 2014-09-30 $115 ~$62 +85.41%
16 Fluor Corp FLR $204K 0.00% 3,505 +3,505 2013-06-30 $58 ~$60 -3.02%
17 Tapestry Inc TPR $201K 0.00% 4,000 +4,000 2017-12-31 $50 ~$44 +13.61%