13F Notebook
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Fund detail

Dodge & Cox

large-active, value, lo

Quarters 52
2024-12-31 $171.84B
Positions 214
Showing 12 of 12 rows (filtered from 217)

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 Fortive Corp. FTV $583.5M 0.34% 7,779,907 +7,779,907 2020-06-30 $75 ~$69 +8.19%
2 Sunrise Communications AG SNREN $98.6M 0.06% 2,289,925 +2,289,925 2024-12-31 $43 ~$43 +0.00%
3 National Energy Services Reunited Corp. $6.9M 0.00% 768,089 +768,089 2021-06-30 $9 ~$7 +21.90%
4 iShares Russell 1000 Value ETF IWD $3.2M 0.00% 17,100 +17,100 2021-03-31 $185 ~$159 +16.13%
5 Affiliated Managers Group, Inc. AMG $1.2M 0.00% 6,500 +6,500 2024-12-31 $185 ~$185 +0.00%
6 Live Nation Entertainment, Inc. LYV $906K 0.00% 7,000 +7,000 2024-12-31 $130 ~$130 +0.00%
7 Arcos Dorados Holdings, Inc. $772K 0.00% 106,000 +106,000 2024-12-31 $7 ~$7 +0.00%
8 Blackrock, Inc. BLK $769K 0.00% 750 +750 2024-12-31 $1,025 ~$1,025 +0.00%
9 MGM Resorts International MGM $537K 0.00% 15,500 +15,500 2024-12-31 $35 ~$35 +0.00%
10 Grupo Aeroportuario del Sureste SAB de CV ASR $464K 0.00% 1,800 +1,800 2024-12-31 $258 ~$258 +0.00%
11 Ambev SA ABEV $381K 0.00% 206,200 +206,200 2024-12-31 $2 ~$2 +0.00%
12 Cia Energetica de Minas Gerais CIG $27K 0.00% 15,000 +15,000 2024-12-31 $2 ~$2 +0.00%