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Fund detail

Dodge & Cox

large-active, value, lo

Quarters 52
2022-06-30 $144.46B
Positions 211
Showing 22 of 22 rows (filtered from 219)

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 Fidelity National Information Services, Inc. FIS $572.5M 0.40% 6,245,114 +6,245,114 2020-06-30 $92 ~$113 -18.74%
2 Marriott Vacations Worldwide Corp VAC 1.5 09/15/22 $750K 0.00% 750,000 +750,000 2022-06-30 $1 ~$1 +0.00%
3 KE Holdings, Inc. BEKE $670K 0.00% 37,300 +37,300 2022-06-30 $18 ~$18 +0.00%
4 Liberty Media Corp LMCA 1.375 10/15/23 $645K 0.00% 550,000 +550,000 2022-06-30 $1 ~$1 +0.00%
5 SS&C Technologies Holdings Inc SSNC $557K 0.00% 9,600 +9,600 2022-06-30 $58 ~$58 +0.00%
6 Gartner Inc IT $484K 0.00% 2,000 +2,000 2022-06-30 $242 ~$242 +0.00%
7 Annaly Capital Management Inc NLYEUR $467K 0.00% 79,000 +79,000 2022-06-30 $6 ~$6 +0.00%
8 Oaktree Specialty Lending Corp FSC1EUR $458K 0.00% 70,000 +70,000 2022-06-30 $7 ~$7 +0.00%
9 Cannae Holdings Inc CNNE $387K 0.00% 20,000 +20,000 2022-06-30 $19 ~$19 +0.00%
10 Thor Industries Inc THO $374K 0.00% 5,000 +5,000 2022-06-30 $75 ~$75 +0.00%
11 White Mountains Insurance Group Ltd $374K 0.00% 300 +300 2022-06-30 $1,247 ~$1,247 +0.00%
12 Brookfield Real Assets Income Fund Inc RA $369K 0.00% 20,000 +20,000 2022-06-30 $18 ~$18 +0.00%
13 WARNER BROS DISCOVERY INC WBD $358K 0.00% 26,653 +26,653 2022-06-30 $13 ~$13 +0.00%
14 Roper Technologies, Inc. ROP $355K 0.00% 900 +900 2022-06-30 $394 ~$394 +0.00%
15 Travel Leisure Co. TNL $272K 0.00% 7,000 +7,000 2022-06-30 $39 ~$39 +0.00%
16 Hercules Capital Inc HTGC $270K 0.00% 20,000 +20,000 2022-06-30 $14 ~$14 +0.00%
17 Allison Transmission Holdings Inc ALSN $269K 0.00% 7,000 +7,000 2022-06-30 $38 ~$38 +0.00%
18 Marriott Vacations Worldwide Corp VAC $232K 0.00% 2,000 +2,000 2022-06-30 $116 ~$116 +0.00%
19 Atlas Corp $214K 0.00% 20,000 +20,000 2022-06-30 $11 ~$11 +0.00%
20 SLR Investment Corp SLRC $146K 0.00% 10,000 +10,000 2022-06-30 $15 ~$15 +0.00%
21 Macerich Co/The MAC $131K 0.00% 15,000 +15,000 2022-06-30 $9 ~$9 +0.00%
22 Liberty TripAdvisor Holdings Inc LTRPAUSD $129K 0.00% 170,000 +170,000 2022-06-30 $1 ~$1 +0.00%