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Overview/ Dodge & Cox/ Q1 2022

Dodge & Cox

CIK 0000200217 · As of Q1 2022 · filed May 13, 2022

Q1 2022

Holdings

197 positions · Δ vs prior quarter
SCHW SCHWAB (CHARLES) CORP
$6.09B
3.7%
72,239,181 −1,347,414 −1.8% Reduced
WFC WELLS FARGO & CO
$6.00B
3.6%
123,850,397 −9,577,655 −7.2% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$5.71B
3.5%
100,709,066 −11,822,694 −10.5% Reduced
GOOG ALPHABET INC-CL C
$5.69B
3.5%
2,035,867 −8,698 −0.4% Reduced
SNY SANOFI-ADR
$4.72B
2.9%
92,006,724 −1,395,325 −1.5% Reduced
COF CAPITAL ONE FINANCIAL CORP
$4.33B
2.6%
32,964,956 +174,095 +0.5% Added
CI THE CIGNA GROUP
$4.16B
2.5%
17,364,567 −119,630 −0.7% Reduced
MET METLIFE INC
$4.11B
2.5%
58,433,230 −291,953 −0.5% Reduced
JCI JOHNSON CONTROLS INTERNATION
$4.08B
2.5%
62,254,487 +1,073,847 +1.8% Added
FDX FEDEX CORP
$4.01B
2.4%
17,328,625 +653,705 +3.9% Added
CMCSA COMCAST CORP-CLASS A
$3.97B
2.4%
84,782,490 +116,325 +0.1% Added
RTX RTX CORP
$3.79B
2.3%
38,220,004 −102,053 −0.3% Reduced
FISV FISERV INC
$3.74B
2.3%
36,917,391 +1,485,114 +4.2% Added
GlaxoSmithKline PLC
$3.74B
2.3%
85,750,621 −2,768,823 −3.1% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.65B
2.2%
6,686,718 +1,213,461 +22.2% Added
MSFT MICROSOFT CORP
$3.12B
1.9%
10,115,272 +180,126 +1.8% Added
VMW* VMWARE INC-CLASS A
$3.07B
1.9%
26,953,293 +1,499,711 +5.9% Added
BNY BANK OF NEW YORK MELLON CORP
$2.87B
1.7%
57,891,107 −355,897 −0.6% Reduced
UBS UBS GROUP AG-REG
$2.84B
1.7%
145,244,842 +41,128,200 +39.5% Added
HPQ HP INC
$2.82B
1.7%
77,767,842 −26,408,095 −25.3% Reduced
CSCO CISCO SYSTEMS INC
$2.60B
1.6%
46,702,142 −397,204 −0.8% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$2.59B
1.6%
28,902,889 −332,692 −1.1% Reduced
GS GOLDMAN SACHS GROUP INC
$2.53B
1.5%
7,671,309 +368,139 +5.0% Added
NVS NOVARTIS AG-SPONSORED ADR
$2.44B
1.5%
27,844,209 −405,331 −1.4% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$2.38B
1.4%
31,677,344 +2,138,175 +7.2% Added
WMB WILLIAMS COS INC
$2.36B
1.4%
70,779,351 −644,515 −0.9% Reduced
META META PLATFORMS INC-CLASS A
$2.36B
1.4%
10,617,984 +3,962,660 +59.5% Added
TEL1USD TE CONNECTIVITY LTD
$2.23B
1.4%
17,059,944 −66,010 −0.4% Reduced
TMUS T-MOBILE US INC
$2.22B
1.3%
17,285,121 +821,862 +5.0% Added
GILD GILEAD SCIENCES INC
$2.20B
1.3%
37,026,630 −148,147 −0.4% Reduced
UNH UNITEDHEALTH GROUP INC
$2.17B
1.3%
4,246,215 −28,490 −0.7% Reduced
COP CONOCOPHILLIPS
$2.11B
1.3%
21,080,908 −148,500 −0.7% Reduced
BKNG BOOKING HOLDINGS INC
$2.04B
1.2%
867,129 +38,707 +4.7% Added
BMY BRISTOL-MYERS SQUIBB CO
$1.97B
1.2%
27,003,359 −352,073 −1.3% Reduced
STT STATE STREET CORP
$1.94B
1.2%
22,246,449 −110,050 −0.5% Reduced
FOXA FOX CORP - CLASS A
$1.87B
1.1%
47,302,575 −468,007 −1.0% Reduced
BAC BANK OF AMERICA CORP
$1.77B
1.1%
42,922,989 −25,978,501 −37.7% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$1.74B
1.1%
104,077,474 −1,882,435 −1.8% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$1.61B
1.0%
30,246,969 −368,841 −1.2% Reduced
JNPR* JUNIPER NETWORKS INC
$1.60B
1.0%
43,056,326 −1,378,090 −3.1% Reduced
AXP AMERICAN EXPRESS CO
$1.58B
1.0%
8,438,773 −258,968 −3.0% Reduced
REGN REGENERON PHARMACEUTICALS
$1.56B
0.9%
2,237,063 +1,957,941 +701.5% Added
INCY INCYTE CORP
$1.43B
0.9%
18,060,290 +1,402,704 +8.4% Added
CVS CVS HEALTH CORP
$1.42B
0.9%
14,070,282 −543,390 −3.7% Reduced
SU SUNCOR ENERGY INC
$1.37B
0.8%
42,154,154 −12,950,800 −23.5% Reduced
HMC HONDA MOTOR CO LTD-SPONS ADR
$1.34B
0.8%
47,377,953 +2,252,358 +5.0% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$1.30B
0.8%
11,920,270 +3,020,800 +33.9% Added
SLB SLB LTD
$1.27B
0.8%
30,629,935 −25,797,515 −45.7% Reduced
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$1.26B
0.8%
20,973,132 +5,932,975 +39.4% Added
DISH DISH NETWORK CORP-A
$1.21B
0.7%
38,343,264 +75,176 +0.2% Added
BMRN BIOMARIN PHARMACEUTICAL INC
$1.16B
0.7%
15,034,999 +209,950 +1.4% Added
OVV OVINTIV INC
$1.12B
0.7%
20,622,137 −1,206,600 −5.5% Reduced
DELL DELL TECHNOLOGIES -C
$1.11B
0.7%
22,171,490 −11,305,272 −33.8% Reduced
NTR NUTRIEN LTD
$1.03B
0.6%
9,905,470 −4,481,289 −31.1% Reduced
CE CELANESE CORP
$1.03B
0.6%
7,176,205 +21,292 +0.3% Added
TFC TRUIST FINANCIAL CORP
$963.6M
0.6%
16,994,992 +647,474 +4.0% Added
BKR BAKER HUGHES CO
$954.1M
0.6%
26,202,996 −19,893,115 −43.2% Reduced
BIDU BAIDU INC - SPON ADR
$952.4M
0.6%
7,198,655 +367,300 +5.4% Added
GE GENERAL ELECTRIC
$951.4M
0.6%
10,397,312 +10,248,634 +6893.2% Added
TECK TECK RESOURCES LTD-CLS B
$930.3M
0.6%
23,032,740 −1,065,600 −4.4% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$894.1M
0.5%
5,475,668 +44,600 +0.8% Added
BAP CREDICORP LTD
$879.1M
0.5%
5,115,077 −441,900 −8.0% Reduced
CARR CARRIER GLOBAL CORP
$848.9M
0.5%
18,506,790 −1,172,727 −6.0% Reduced
LQD ISHR IBX USD INVGD CB ETF-UI
$804.1M
0.5%
6,648,493 +6,648,493 New
JD JD.COM INC-ADR
$795.1M
0.5%
13,739,049 +2,973,800 +27.6% Added
TV GRUPO TELEVISA SA-SPON ADR
$762.0M
0.5%
65,124,220 +372,900 +0.6% Added
ELAN ELANCO ANIMAL HEALTH INC
$745.9M
0.5%
28,587,703 +6,369,403 +28.7% Added
Aegon NV
$669.9M
0.4%
126,630,712 +10,966,556 +9.5% Added
NTES NETEASE INC-ADR
$594.1M
0.4%
6,624,100 +5,691,800 +610.5% Added
TRP TC ENERGY CORP
$581.3M
0.4%
10,302,500 +43,500 +0.4% Added
GAP GAP INC
$540.1M
0.3%
38,361,478 +13,870,950 +56.6% Added
OXY/WS OCCIDENTAL PETROLEUM-CW27
$522.7M
0.3%
14,837,774 −250,101 −1.7% Reduced
MDT MEDTRONIC PLC
$507.9M
0.3%
4,577,406 +73,256 +1.6% Added
XP XP INC - CLASS A
$491.8M
0.3%
16,339,385 +7,160,694 +78.0% Added
II-VI Inc
$487.3M
0.3%
6,722,041 +3,939,952 +141.6% Added
BHF BRIGHTHOUSE FINANCIAL INC
$484.5M
0.3%
9,378,819 −73,468 −0.8% Reduced
FOX FOX CORP - CLASS B
$464.4M
0.3%
12,801,764 −6,550 −0.1% Reduced
Linde PLC
$438.3M
0.3%
1,360,190 +5,455 +0.4% Added
OTIS OTIS WORLDWIDE CORP
$411.3M
0.2%
5,345,622 −24,275 −0.5% Reduced
GOOGL ALPHABET INC-CL A
$306.1M
0.2%
110,063 −3,000 −2.7% Reduced
LBTYKUSD LIBERTY GLOBAL PLC- C
$300.5M
0.2%
11,596,068 +18,903 +0.2% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$298.4M
0.2%
2,332,915 +2,332,915 New
LYB LYONDELLBASELL INDU-CL A
$281.4M
0.2%
2,736,731 −3,800 −0.1% Reduced
LNC LINCOLN NATIONAL CORP
$279.0M
0.2%
4,269,357 −50,550 −1.2% Reduced
NWSA NEWS CORP - CLASS A
$245.0M
0.1%
11,061,683 −93,250 −0.8% Reduced
QURATE RETAIL INC
$241.8M
0.1%
50,793,323 −662,422 −1.3% Reduced
MFGPUSD MICRO FOCUS INTL-SPN ADR
$181.3M
0.1%
34,206,002 −89,079 −0.3% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$162.5M
0.1%
28,467,305 +2,406,500 +9.2% Added
JXN JACKSON FINANCIAL INC-A
$145.0M
0.1%
3,277,421 −542,073 −14.2% Reduced
LBTYAUSD LIBERTY GLOBAL PLC-A
$124.4M
0.1%
4,875,669 +5,311 +0.1% Added
IBN ICICI BANK LTD-SPON ADR
$106.1M
0.1%
5,603,000 +2,845,000 +103.2% Added
UNP UNION PACIFIC CORP
$79.7M
0.0%
291,626 −7,807 −2.6% Reduced
JPM JPMORGAN CHASE & CO
$66.2M
0.0%
485,496 −39,340 −7.5% Reduced
DIS WALT DISNEY CO
$59.5M
0.0%
433,796 −12,858 −2.9% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$53.5M
0.0%
806,826 −11,069 −1.4% Reduced
CDNS CADENCE DESIGN SYS INC
$50.1M
0.0%
304,571 −9,746 −3.1% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$43.0M
0.0%
1,275,400 +1,275,400 New
CVX CHEVRON CORP
$38.5M
0.0%
236,588 −28,254 −10.7% Reduced
TGT TARGET CORP
$29.1M
0.0%
136,950 −1,775 −1.3% Reduced
TRV TRAVELERS COS INC
$23.0M
0.0%
126,085 −300 −0.2% Reduced
HAL HALLIBURTON CO
$22.2M
0.0%
586,876 −9,337,734 −94.1% Reduced
LLY ELI LILLY & CO
$20.8M
0.0%
72,713 −8,395 −10.4% Reduced
GLPI GAMING AND LEISURE PROPERTIE
$18.7M
0.0%
397,789 +397,789 New
TMO THERMO FISHER SCIENTIFIC INC
$18.7M
0.0%
31,604 Held
MRK MERCK & CO. INC.
$16.4M
0.0%
200,031 −14,127 −6.6% Reduced
PG PROCTER & GAMBLE CO
$15.8M
0.0%
103,075 −8,700 −7.8% Reduced
APA APA CORP
$15.7M
0.0%
380,383 −229,943 −37.7% Reduced
WMT WALMART INC
$12.9M
0.0%
86,356 −1,809 −2.1% Reduced
AHC HESS CORP
$12.5M
0.0%
116,360 −9,556,341 −98.8% Reduced
ADBE ADOBE INC
$12.3M
0.0%
27,006 −2,570 −8.7% Reduced
HD HOME DEPOT INC
$9.0M
0.0%
30,076 −802 −2.6% Reduced
IWD ISHARES RUSSELL 1000 VALUE E
$8.3M
0.0%
50,300 +48,300 +2415.0% Added
PFE PFIZER INC
$7.6M
0.0%
145,885 −8,467 −5.5% Reduced
EXMOC EXXON MOBIL CORP
$7.2M
0.0%
87,322 −38,774 −30.7% Reduced
AAPL APPLE INC
$7.2M
0.0%
41,156 Held
CAT CATERPILLAR INC
$7.0M
0.0%
31,507 −450 −1.4% Reduced
ADI ANALOG DEVICES INC
$7.0M
0.0%
42,362 −5,519 −11.5% Reduced
VMC VULCAN MATERIALS CO
$5.5M
0.0%
29,850 −600 −2.0% Reduced
DE DEERE & CO
$5.5M
0.0%
13,136 Held
BSX BOSTON SCIENTIFIC CORP
$5.3M
0.0%
120,590 −5,000 −4.0% Reduced
DHR DANAHER CORP
$5.3M
0.0%
18,142 Held
IBM INTL BUSINESS MACHINES CORP
$5.3M
0.0%
40,564 −3,838 −8.6% Reduced
SNPS SYNOPSYS INC
$5.2M
0.0%
15,584 −200 −1.3% Reduced
GLW CORNING INC
$4.9M
0.0%
132,002 −3,398 −2.5% Reduced
BRK/B BERKSHIRE HATHAWAY INC-CL B
$4.5M
0.0%
12,820 Held
JNJ JOHNSON & JOHNSON
$4.5M
0.0%
25,371 −295 −1.1% Reduced
AMGN AMGEN INC
$4.0M
0.0%
16,607 Held
SHEL SHELL PLC-ADR
$3.9M
0.0%
71,724 +71,724 New
PYPL PAYPAL HOLDINGS INC
$3.1M
0.0%
26,950 −2,000 −6.9% Reduced
DEO DIAGEO PLC-SPONSORED ADR
$3.0M
0.0%
14,841 −72 −0.5% Reduced
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.6M
0.0%
5 Held
PNC PNC FINANCIAL SERVICES GROUP
$2.6M
0.0%
14,275 Held
CX CEMEX SAB-SPONS ADR PART CER
$2.6M
0.0%
489,900 +16,300 +3.4% Added
SPGI S&P GLOBAL INC
$2.4M
0.0%
5,900 Held
USB US BANCORP
$2.3M
0.0%
44,200 −8,000 −15.3% Reduced
ABT ABBOTT LABORATORIES
$2.2M
0.0%
18,424 −124 −0.7% Reduced
NEE NEXTERA ENERGY INC
$2.1M
0.0%
25,000 Held
MSI MOTOROLA SOLUTIONS INC
$2.1M
0.0%
8,627 Held
DWDPEUR DUPONT DE NEMOURS INC
$2.0M
0.0%
26,620 −7,290 −21.5% Reduced
EBAY EBAY INC
$1.9M
0.0%
33,681 Held
MCD MCDONALD'S CORP
$1.9M
0.0%
7,750 −450 −5.5% Reduced
AMZN AMAZON.COM INC
$1.9M
0.0%
578 Held
CTVA CORTEVA INC
$1.8M
0.0%
32,091 −882 −2.7% Reduced
ABBV ABBVIE INC
$1.8M
0.0%
11,278 −124 −1.1% Reduced
NTAP NETAPP INC
$1.8M
0.0%
21,100 −2,200 −9.4% Reduced
Unilever PLC
$1.7M
0.0%
36,471 Held
KO COCA-COLA CO
$1.6M
0.0%
25,940 Held
MMM 3M CO
$1.6M
0.0%
10,785 −2,500 −18.8% Reduced
PM PHILIP MORRIS INTERNATIONAL
$1.6M
0.0%
17,000 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.6M
0.0%
8,019 −212 −2.6% Reduced
DOW DOW INC
$1.5M
0.0%
23,078 −1,240 −5.1% Reduced
NSC NORFOLK SOUTHERN CORP
$1.4M
0.0%
4,950 Held
V VISA INC-CLASS A SHARES
$1.1M
0.0%
5,150 Held
NUE NUCOR CORP
$1.1M
0.0%
7,600 −900 −10.6% Reduced
MO ALTRIA GROUP INC
$1.1M
0.0%
21,000 Held
CL COLGATE-PALMOLIVE CO
$1.1M
0.0%
14,000 Held
GPC GENUINE PARTS CO
$1.0M
0.0%
8,025 −400 −4.7% Reduced
PH PARKER HANNIFIN CORP
$924K
0.0%
3,256 Held
APD AIR PRODUCTS & CHEMICALS INC
$818K
0.0%
3,275 Held
PEP PEPSICO INC
$783K
0.0%
4,675 −550 −10.5% Reduced
GIS GENERAL MILLS INC
$758K
0.0%
11,200 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$743K
0.0%
11,840 Held
BDX BECTON DICKINSON AND CO
$606K
0.0%
2,280 Held
MCO MOODY'S CORP
$574K
0.0%
1,702 −155 −8.3% Reduced
BLKCHF BLACKROCK INC
$573K
0.0%
750 Held
AMP AMERIPRISE FINANCIAL INC
$549K
0.0%
1,827 Held
ELV ELEVANCE HEALTH INC
$540K
0.0%
1,100 Held
QCOM QUALCOMM INC
$535K
0.0%
3,500 Held
MRSH MARSH & MCLENNAN COS
$487K
0.0%
2,860 Held
CB CHUBB LTD
$443K
0.0%
2,069 Held
RIO RIO TINTO PLC-SPON ADR
$418K
0.0%
5,200 Held
CTXSEUR CITRIX SYSTEMS INC
$388K
0.0%
3,850 −500 −11.5% Reduced
BALL BALL CORP
$382K
0.0%
4,240 Held
ZTS ZOETIS INC
$368K
0.0%
1,950 Held
ALL ALLSTATE CORP
$363K
0.0%
2,618 −1,062 −28.9% Reduced
KMX CARMAX INC
$362K
0.0%
3,750 −300 −7.4% Reduced
LMT LOCKHEED MARTIN CORP
$342K
0.0%
775 Held
PSX PHILLIPS 66
$311K
0.0%
3,600 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$294K
0.0%
12,500 −7,600 −37.8% Reduced
PPG PPG INDUSTRIES INC
$288K
0.0%
2,200 Held
EQIX EQUINIX INC
$286K
0.0%
385 Held
NESR NATIONAL ENERGY SERVICES REU
$283K
0.0%
33,700 −30,000 −47.1% Reduced
VZ VERIZON COMMUNICATIONS INC
$280K
0.0%
5,500 Held
ERIC ERICSSON (LM) TEL-SP ADR
$271K
0.0%
29,600 −19,200 −39.3% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$266K
0.0%
11,500 −15,900 −58.0% Reduced
BAX BAXTER INTERNATIONAL INC
$262K
0.0%
3,382 Held
VIPS VIPSHOP HOLDINGS LTD - ADR
$259K
0.0%
28,747 −43,400 −60.2% Reduced
SYK STRYKER CORP
$257K
0.0%
960 Held
YUMC YUM CHINA HOLDINGS INC
$249K
0.0%
6,000 −6,200 −50.8% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$234K
0.0%
15,800 Held
D DOMINION ENERGY INC
$230K
0.0%
2,712 Held
AMT AMERICAN TOWER CORP
$226K
0.0%
900 −200 −18.2% Reduced
ISRG INTUITIVE SURGICAL INC
$225K
0.0%
747 Held
CTAS CINTAS CORP
$213K
0.0%
500 Held
DUK DUKE ENERGY CORP
$205K
0.0%
1,833 +1,833 New
OGN ORGANON & CO
$204K
0.0%
5,854 −2,959 −33.6% Reduced
LOW LOWE'S COS INC
$202K
0.0%
1,000 Held

Sold positions

6 closed in Q1 2022 · shares & value as of prior filing
Holding Shares sold Prior value
RDS/A SHELL PLC-SPON ADR-A
74,598 $3.2M
JOYY JOYY INC-ADR
8,828 $401K
SE SEA LTD-ADR
1,500 $336K
T AT&T INC
10,937 $269K
LOMA LOMA NEGRA CIA IND-SPON ADR
17,100 $114K
TGS TRANSPORTADOR GAS-ADR SP B
15,600 $69K

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.