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Fund detail

Dodge & Cox

large-active, value, lo

Quarters 52
2023-03-31 $146.75B
Positions 203
Showing 18 of 18 rows (filtered from 206)

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 GE HealthCare Technologies, Inc. GEHC $1.30B 0.88% 15,810,644 +15,810,644 2023-03-31 $82 ~$82 +0.00%
2 Dominion Energy, Inc. D $828.9M 0.56% 14,825,633 +14,825,633 2013-06-30 $56 ~$70 -20.53%
3 Linde PLC $481.7M 0.33% 1,355,190 +1,355,190 2023-03-31 $355 ~$355 +0.00%
4 NVIDIA Corp. NVDA $33.0M 0.02% 118,804 +118,804 2023-03-31 $278 ~$278 +0.00%
5 Snowflake, Inc. SNOW $26.2M 0.02% 169,760 +169,760 2023-03-31 $154 ~$154 +0.00%
6 C3.Ai, Inc. AI $6.0M 0.00% 180,000 +180,000 2023-03-31 $34 ~$34 +0.00%
7 Horizon Therapeutics Plc $2.5M 0.00% 22,463 +22,463 2023-03-31 $109 ~$109 +0.00%
8 Pure Storage, Inc. P $1.3M 0.00% 50,000 +50,000 2023-03-31 $26 ~$26 +0.00%
9 iShares Russell 1000 Value ETF IWD $761K 0.00% 5,000 +5,000 2021-03-31 $152 ~$166 -8.49%
10 Smartsheet, Inc. SMARGBP $718K 0.00% 15,024 +15,024 2023-03-31 $48 ~$48 +0.00%
11 Alpha & Omega Semiconductor, Ltd. $615K 0.00% 22,814 +22,814 2023-03-31 $27 ~$27 +0.00%
12 Yext, Inc. YEXT $594K 0.00% 61,840 +61,840 2023-03-31 $10 ~$10 +0.00%
13 JOYY, Inc. JOYY $499K 0.00% 16,008 +16,008 2021-06-30 $31 ~$49 -36.71%
14 Corcept Therapeutics, Inc. CORT $466K 0.00% 21,528 +21,528 2023-03-31 $22 ~$22 +0.00%
15 W.W. Grainger, Inc. GWW $344K 0.00% 500 +500 2023-03-31 $689 ~$689 +0.00%
16 United Parcel Service, Inc. UPS $291K 0.00% 1,500 +1,500 2018-09-30 $194 ~$117 +66.06%
17 Afya, Ltd. $274K 0.00% 24,533 +24,533 2023-03-31 $11 ~$11 +0.00%
18 NIKE, Inc. NKE $208K 0.00% 1,700 +1,700 2020-06-30 $123 ~$98 +24.97%