whalepapers
Overview/ Dodge & Cox/ Q1 2021

Dodge & Cox

CIK 0000200217 · As of Q1 2021 · filed May 14, 2021

Q1 2021

Holdings

186 positions · Δ vs prior quarter
WFC WELLS FARGO & CO
$5.79B
4.1%
148,077,325 −351,695 −0.2% Reduced
COF CAPITAL ONE FINANCIAL CORP
$5.41B
3.9%
42,560,097 −7,543,410 −15.1% Reduced
SCHW SCHWAB (CHARLES) CORP
$5.03B
3.6%
77,194,062 −7,833,016 −9.2% Reduced
CMCSA COMCAST CORP-CLASS A
$4.61B
3.3%
85,200,743 +5,060,032 +6.3% Added
GOOG ALPHABET INC-CL C
$4.51B
3.2%
2,182,394 −110,133 −4.8% Reduced
JCI JOHNSON CONTROLS INTERNATION
$4.33B
3.1%
72,593,832 −9,070,950 −11.1% Reduced
HPQ HP INC
$3.98B
2.8%
125,305,099 −24,394,392 −16.3% Reduced
MET METLIFE INC
$3.92B
2.8%
64,511,065 −1,704,848 −2.6% Reduced
FDX FEDEX CORP
$3.84B
2.7%
13,529,644 −194,493 −1.4% Reduced
CI THE CIGNA GROUP
$3.63B
2.6%
15,032,885 −1,134,038 −7.0% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.49B
2.5%
5,661,621 +866,920 +18.1% Added
DELL DELL TECHNOLOGIES -C
$3.45B
2.5%
39,190,032 +1,882,370 +5.0% Added
SNY SANOFI-ADR
$3.42B
2.4%
69,061,384 +29,056,975 +72.6% Added
GlaxoSmithKline PLC
$3.14B
2.2%
87,947,245 +25,011,487 +39.7% Added
OXY OCCIDENTAL PETROLEUM CORP
$3.09B
2.2%
115,950,679 −4,265,568 −3.5% Reduced
BAC BANK OF AMERICA CORP
$3.06B
2.2%
79,209,287 −29,920,807 −27.4% Reduced
MSFT MICROSOFT CORP
$3.06B
2.2%
12,967,246 −863,555 −6.2% Reduced
RTX RTX CORP
$3.06B
2.2%
39,545,402 +435,485 +1.1% Added
BNY BANK OF NEW YORK MELLON CORP
$2.91B
2.1%
61,497,837 +109,400 +0.2% Added
GS GOLDMAN SACHS GROUP INC
$2.64B
1.9%
8,063,904 −873,543 −9.8% Reduced
TEL1USD TE CONNECTIVITY LTD
$2.62B
1.9%
20,304,587 −3,007,953 −12.9% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$2.45B
1.8%
155,964,450 −2,691,769 −1.7% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$2.34B
1.7%
15,055,712 −3,225,772 −17.6% Reduced
BKNG BOOKING HOLDINGS INC
$2.14B
1.5%
917,405 −241,662 −20.8% Reduced
CSCO CISCO SYSTEMS INC
$2.13B
1.5%
41,153,133 +2,560,559 +6.6% Added
AXP AMERICAN EXPRESS CO
$1.93B
1.4%
13,668,764 −676,901 −4.7% Reduced
SLB SLB LTD
$1.87B
1.3%
68,655,839 −7,901,550 −10.3% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.85B
1.3%
21,670,237 +54,436 +0.3% Added
UNH UNITEDHEALTH GROUP INC
$1.78B
1.3%
4,793,869 −451,392 −8.6% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$1.73B
1.2%
27,425,333 +776,638 +2.9% Added
FISV FISERV INC
$1.71B
1.2%
14,396,386 +8,047,355 +126.7% Added
STT STATE STREET CORP
$1.70B
1.2%
20,202,227 −124,997 −0.6% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.65B
1.2%
21,106,780 −645,865 −3.0% Reduced
WMB WILLIAMS COS INC
$1.62B
1.2%
68,428,063 +21,150,969 +44.7% Added
TAP MOLSON COORS BEVERAGE CO - B
$1.60B
1.1%
31,280,792 +1,692,550 +5.7% Added
FOXA FOX CORP - CLASS A
$1.58B
1.1%
43,671,664 −603,097 −1.4% Reduced
UBS UBS GROUP AG-REG
$1.38B
1.0%
89,315,642 −2,997,600 −3.2% Reduced
DISH DISH NETWORK CORP-A
$1.30B
0.9%
35,960,370 +1,457,450 +4.2% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$1.28B
0.9%
5,640,900 +2,773,100 +96.7% Added
COP CONOCOPHILLIPS
$1.27B
0.9%
23,990,183 +23,965,938 +98849.0% Added
CE CELANESE CORP
$1.27B
0.9%
8,454,732 −1,167,938 −12.1% Reduced
SU SUNCOR ENERGY INC
$1.25B
0.9%
59,934,554 −3,321,000 −5.3% Reduced
CVS CVS HEALTH CORP
$1.22B
0.9%
16,164,985 +204,512 +1.3% Added
JNPR* JUNIPER NETWORKS INC
$1.20B
0.9%
47,391,847 −80,850 −0.2% Reduced
GILD GILEAD SCIENCES INC
$1.19B
0.9%
18,462,150 +1,354,262 +7.9% Added
CARR CARRIER GLOBAL CORP
$1.18B
0.8%
28,018,581 −3,215,275 −10.3% Reduced
BKR BAKER HUGHES CO
$1.11B
0.8%
51,450,313 −25,465,372 −33.1% Reduced
VMW* VMWARE INC-CLASS A
$1.03B
0.7%
6,835,555 +364,160 +5.6% Added
META META PLATFORMS INC-CLASS A
$1.01B
0.7%
3,428,375 +31,770 +0.9% Added
TFC TRUIST FINANCIAL CORP
$988.9M
0.7%
16,955,789 −7,192,996 −29.8% Reduced
AHC HESS CORP
$912.6M
0.7%
12,897,109 −4,307,480 −25.0% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$895.1M
0.6%
11,854,308 +2,057,384 +21.0% Added
APA APA CORP
$796.5M
0.6%
44,496,451 +44,496,451 New
NTR NUTRIEN LTD
$753.0M
0.5%
13,972,214 −902,400 −6.1% Reduced
GAP GAP INC
$723.6M
0.5%
24,299,762 −1,013,265 −4.0% Reduced
OVV OVINTIV INC
$673.2M
0.5%
28,263,849 −4,588,048 −14.0% Reduced
BIDU BAIDU INC - SPON ADR
$629.1M
0.4%
2,891,692 −846,929 −22.7% Reduced
Qurate Retail Inc
$625.3M
0.4%
53,169,984 −6,173,056 −10.4% Reduced
MDT MEDTRONIC PLC
$620.0M
0.4%
5,248,281 −203,310 −3.7% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$610.2M
0.4%
4,321,627 −318,286 −6.9% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$571.0M
0.4%
64,447,420 −500,000 −0.8% Reduced
Aegon NV
$524.7M
0.4%
110,939,315 −6,493,569 −5.5% Reduced
HAL HALLIBURTON CO
$488.1M
0.3%
22,745,837 −6,592,835 −22.5% Reduced
JD JD.COM INC-ADR
$469.5M
0.3%
5,567,877 +22,000 +0.4% Added
BAP CREDICORP LTD
$454.8M
0.3%
3,330,396 +823,300 +32.8% Added
LBTYKUSD LIBERTY GLOBAL PLC- C
$454.2M
0.3%
17,783,768 Held
TRP TC ENERGY CORP
$451.0M
0.3%
9,859,000 +966,127 +10.9% Added
OTIS OTIS WORLDWIDE CORP
$442.0M
0.3%
6,457,036 −221,217 −3.3% Reduced
BHF BRIGHTHOUSE FINANCIAL INC
$432.9M
0.3%
9,783,363 −124,598 −1.3% Reduced
FOX FOX CORP - CLASS B
$397.5M
0.3%
11,379,856 +1,113,408 +10.8% Added
Linde PLC
$364.8M
0.3%
1,302,090 −80,000 −5.8% Reduced
LNC LINCOLN NATIONAL CORP
$353.8M
0.3%
5,680,907 −152,300 −2.6% Reduced
INCY INCYTE CORP
$350.9M
0.3%
4,317,392 +1,064,862 +32.7% Added
HMC HONDA MOTOR CO LTD-SPONS ADR
$347.8M
0.2%
11,515,024 +11,515,024 New
NWSA NEWS CORP - CLASS A
$328.3M
0.2%
12,909,932 −657,078 −4.8% Reduced
TMUS T-MOBILE US INC
$266.7M
0.2%
2,128,598 −576,679 −21.3% Reduced
MFGPUSD MICRO FOCUS INTL-SPN ADR
$265.9M
0.2%
34,616,032 +1,206 +0.0% Added
GOOGL ALPHABET INC-CL A
$238.8M
0.2%
115,784 −5,775 −4.8% Reduced
LBTYAUSD LIBERTY GLOBAL PLC-A
$202.3M
0.1%
7,885,751 −400,000 −4.8% Reduced
LYB LYONDELLBASELL INDU-CL A
$182.8M
0.1%
1,756,851 −4,282,552 −70.9% Reduced
JPM JPMORGAN CHASE & CO
$182.7M
0.1%
1,200,087 −10,954,367 −90.1% Reduced
OXY/WS OCCIDENTAL PETROLEUM-CW27
$182.1M
0.1%
15,287,722 −4,344 −0.0% Reduced
TECK TECK RESOURCES LTD-CLS B
$164.6M
0.1%
8,582,240 Held
DIS WALT DISNEY CO
$89.2M
0.1%
483,176 −22,273 −4.4% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$87.6M
0.1%
17,651,605 +2,157,300 +13.9% Added
UNP UNION PACIFIC CORP
$70.9M
0.1%
321,501 −3,468 −1.1% Reduced
CDNS CADENCE DESIGN SYS INC
$46.2M
0.0%
337,216 −11,727 −3.4% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$44.3M
0.0%
890,276 −2,424,896 −73.1% Reduced
TGT TARGET CORP
$31.7M
0.0%
159,825 −6,891 −4.1% Reduced
CVX CHEVRON CORP
$29.1M
0.0%
277,905 −1,212 −0.4% Reduced
IBN ICICI BANK LTD-SPON ADR
$26.5M
0.0%
1,653,700 −148,530 −8.2% Reduced
TRV TRAVELERS COS INC
$19.5M
0.0%
129,830 −2,600 −2.0% Reduced
MRK MERCK & CO. INC.
$19.0M
0.0%
247,086 −28,078 −10.2% Reduced
LLY ELI LILLY & CO
$17.3M
0.0%
92,366 −14,147 −13.3% Reduced
PG PROCTER & GAMBLE CO
$15.6M
0.0%
115,187 −1,793 −1.5% Reduced
ADBE ADOBE INC
$15.4M
0.0%
32,450 −667 −2.0% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$15.0M
0.0%
32,856 −1,989 −5.7% Reduced
WMT WALMART INC
$14.2M
0.0%
104,311 −6,158 −5.6% Reduced
IWD ISHARES RUSSELL 1000 VALUE E
$13.0M
0.0%
85,500 +85,500 New
HD HOME DEPOT INC
$11.3M
0.0%
37,019 −425 −1.1% Reduced
CAT CATERPILLAR INC
$9.2M
0.0%
39,602 −1,338 −3.3% Reduced
PYPL PAYPAL HOLDINGS INC
$8.7M
0.0%
35,650 −800 −2.2% Reduced
MXIM MAXIM INTEGRATED PRODUCTS
$7.4M
0.0%
80,975 −4,283 −5.0% Reduced
GLW CORNING INC
$7.2M
0.0%
166,602 −5,450 −3.2% Reduced
IBM INTL BUSINESS MACHINES CORP
$6.5M
0.0%
48,939 −3,571 −6.8% Reduced
EXMOC EXXON MOBIL CORP
$6.3M
0.0%
113,264 +763 +0.7% Added
PFE PFIZER INC
$6.1M
0.0%
168,379 −29,027 −14.7% Reduced
VMC VULCAN MATERIALS CO
$5.8M
0.0%
34,550 −1,150 −3.2% Reduced
DE DEERE & CO
$5.2M
0.0%
13,914 −1,565 −10.1% Reduced
BSX BOSTON SCIENTIFIC CORP
$5.1M
0.0%
131,290 −1,700 −1.3% Reduced
AAPL APPLE INC
$5.0M
0.0%
41,156 Held
AMGN AMGEN INC
$4.4M
0.0%
17,787 −70 −0.4% Reduced
JNJ JOHNSON & JOHNSON
$4.3M
0.0%
26,056 +1 +0.0% Added
General Electric Co
$4.2M
0.0%
317,083 −362,100 −53.3% Reduced
DHR DANAHER CORP
$4.1M
0.0%
18,167 −500 −2.7% Reduced
USB US BANCORP
$3.8M
0.0%
68,189 −14,311 −17.3% Reduced
SNPS SYNOPSYS INC
$3.6M
0.0%
14,630 −700 −4.6% Reduced
DWDPEUR DUPONT DE NEMOURS INC
$3.5M
0.0%
45,169 −1,656 −3.5% Reduced
BRK/B BERKSHIRE HATHAWAY INC-CL B
$3.3M
0.0%
12,820 Held
RDS/A SHELL PLC-SPON ADR-A
$3.1M
0.0%
78,598 −3,433 −4.2% Reduced
MCD MCDONALD'S CORP
$2.9M
0.0%
12,825 −850 −6.2% Reduced
EBAY EBAY INC
$2.8M
0.0%
46,381 −800 −1.7% Reduced
DEO DIAGEO PLC-SPONSORED ADR
$2.8M
0.0%
16,811 Held
MMM 3M CO
$2.7M
0.0%
13,955 −200 −1.4% Reduced
Unilever PLC
$2.6M
0.0%
47,471 −1,267 −2.6% Reduced
NTAP NETAPP INC
$2.6M
0.0%
35,900 −4,400 −10.9% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$2.6M
0.0%
14,850 −1,250 −7.8% Reduced
T AT&T INC
$2.4M
0.0%
79,142 −25,568 −24.4% Reduced
ABT ABBOTT LABORATORIES
$2.4M
0.0%
19,747 −967 −4.7% Reduced
SPGI S&P GLOBAL INC
$2.1M
0.0%
6,090 Held
ERIC ERICSSON (LM) TEL-SP ADR
$1.9M
0.0%
147,850 −43,600 −22.8% Reduced
BRK/A BERKSHIRE HATHAWAY INC-CL A
$1.9M
0.0%
5 Held
DOW DOW INC
$1.9M
0.0%
30,007 −7,990 −21.0% Reduced
AMZN AMAZON.COM INC
$1.9M
0.0%
603 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.8M
0.0%
8,331 −200 −2.3% Reduced
AMXN AMERICA MOVIL-SPN ADR CL L
$1.7M
0.0%
128,200 Held
NEE NEXTERA ENERGY INC
$1.7M
0.0%
23,000 −1,200 −5.0% Reduced
ABBV ABBVIE INC
$1.7M
0.0%
15,402 Held
PM PHILIP MORRIS INTERNATIONAL
$1.6M
0.0%
18,513 −200 −1.1% Reduced
CTVA CORTEVA INC
$1.6M
0.0%
34,814 −592 −1.7% Reduced
MSI MOTOROLA SOLUTIONS INC
$1.6M
0.0%
8,627 Held
GPC GENUINE PARTS CO
$1.5M
0.0%
12,700 −1,562 −11.0% Reduced
KO COCA-COLA CO
$1.4M
0.0%
25,640 Held
MO ALTRIA GROUP INC
$1.2M
0.0%
23,500 −300 −1.3% Reduced
SPY SS SPDR S&P 500 ETF TRUST-US
$1.2M
0.0%
3,000 +3,000 New
V VISA INC-CLASS A SHARES
$1.1M
0.0%
5,300 Held
CL COLGATE-PALMOLIVE CO
$1.1M
0.0%
14,000 Held
BDX BECTON DICKINSON AND CO
$1.1M
0.0%
4,380 −200 −4.4% Reduced
PH PARKER HANNIFIN CORP
$1.0M
0.0%
3,256 Held
Credit Suisse Group AG
$1.0M
0.0%
95,051 −56,828 −37.4% Reduced
PEP PEPSICO INC
$954K
0.0%
6,745 −490 −6.8% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$921K
0.0%
3,275 Held
NUE NUCOR CORP
$845K
0.0%
10,533 −1,533 −12.7% Reduced
MAT MATTEL INC
$737K
0.0%
37,000 −19,300 −34.3% Reduced
CTXSEUR CITRIX SYSTEMS INC
$695K
0.0%
4,950 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$693K
0.0%
11,840 Held
GIS GENERAL MILLS INC
$687K
0.0%
11,200 Held
NSC NORFOLK SOUTHERN CORP
$604K
0.0%
2,250 −800 −26.2% Reduced
MCO MOODY'S CORP
$601K
0.0%
2,013 −37 −1.8% Reduced
RIO RIO TINTO PLC-SPON ADR
$598K
0.0%
7,700 −800 −9.4% Reduced
BLKCHF BLACKROCK INC
$565K
0.0%
750 Held
KMX CARMAX INC
$537K
0.0%
4,050 Held
DUK DUKE ENERGY CORP
$500K
0.0%
5,182 Held
CX CEMEX SAB-SPONS ADR PART CER
$466K
0.0%
66,900 −32,525,792 −99.8% Reduced
QCOM QUALCOMM INC
$464K
0.0%
3,500 Held
BALL BALL CORP
$447K
0.0%
5,270 Held
MRSH MARSH & MCLENNAN COS
$437K
0.0%
3,588 +728 +25.5% Added
SE SEA LTD-ADR
$435K
0.0%
1,950 Held
AMP AMERIPRISE FINANCIAL INC
$425K
0.0%
1,827 Held
ALL ALLSTATE CORP
$423K
0.0%
3,680 Held
ELV ELEVANCE HEALTH INC
$395K
0.0%
1,100 Held
D DOMINION ENERGY INC
$343K
0.0%
4,512 Held
PPG PPG INDUSTRIES INC
$331K
0.0%
2,200 Held
VZ VERIZON COMMUNICATIONS INC
$320K
0.0%
5,500 Held
AMT AMERICAN TOWER CORP
$310K
0.0%
1,295 −100 −7.2% Reduced
LMT LOCKHEED MARTIN CORP
$309K
0.0%
835 −40 −4.6% Reduced
ZTS ZOETIS INC
$307K
0.0%
1,950 Held
PSX PHILLIPS 66
$294K
0.0%
3,600 −550 −13.3% Reduced
BAX BAXTER INTERNATIONAL INC
$285K
0.0%
3,382 Held
LOW LOWE'S COS INC
$285K
0.0%
1,500 +1,500 New
EQIX EQUINIX INC
$262K
0.0%
385 Held
SYK STRYKER CORP
$234K
0.0%
960 Held
ADP AUTOMATIC DATA PROCESSING
$222K
0.0%
1,179 +1,179 New
CB CHUBB LTD
$213K
0.0%
1,347 −80 −5.6% Reduced
VTRS VIATRIS INC
$194K
0.0%
13,918 −11,055 −44.3% Reduced
New Oriental Education & Techn
$190K
0.0%
13,600 +13,600 New

Sold positions

3 closed in Q1 2021 · shares & value as of prior filing
Holding Shares sold Prior value
CXOEUR CONCHO RESOURCES INC
18,060,851 $1.05B
9990302D APACHE CORP
52,194,876 $740.6M
NOVEUR NATIONAL OILWELL VARCO INC
16,466,332 $226.1M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.