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Overview/ Dodge & Cox/ Q1 2023

Dodge & Cox

CIK 0000200217 · As of Q1 2023 · filed May 12, 2023

Q1 2023

Holdings

203 positions · Δ vs prior quarter
OXY OCCIDENTAL PETROLEUM CORP
$5.75B
3.9%
92,156,069 −801,155 −0.9% Reduced
GOOG ALPHABET INC-CL C
$4.52B
3.1%
43,488,919 +543,627 +1.3% Added
WFC WELLS FARGO & CO
$4.50B
3.1%
120,385,253 +1,662,877 +1.4% Added
SNY SANOFI-ADR
$4.49B
3.1%
82,517,326 −1,671,748 −2.0% Reduced
SCHW SCHWAB (CHARLES) CORP
$4.11B
2.8%
78,462,490 +1,033,760 +1.3% Added
FISV FISERV INC
$4.10B
2.8%
36,250,709 −68,535 −0.2% Reduced
FDX FEDEX CORP
$3.86B
2.6%
16,885,389 −446,506 −2.6% Reduced
JCI JOHNSON CONTROLS INTERNATION
$3.75B
2.6%
62,220,537 −393,578 −0.6% Reduced
MSFT MICROSOFT CORP
$3.51B
2.4%
12,181,618 −86,309 −0.7% Reduced
COF CAPITAL ONE FINANCIAL CORP
$3.38B
2.3%
35,170,355 −201,841 −0.6% Reduced
VMW* VMWARE INC-CLASS A
$3.32B
2.3%
26,621,128 −682,023 −2.5% Reduced
GE GENERAL ELECTRIC
$3.31B
2.3%
34,581,481 −2,595,175 −7.0% Reduced
UBS UBS GROUP AG-REG
$3.29B
2.2%
155,111,813 −4,203,904 −2.6% Reduced
RTX RTX CORP
$3.27B
2.2%
33,399,832 −159,425 −0.5% Reduced
MET METLIFE INC
$3.13B
2.1%
54,069,754 +486,544 +0.9% Added
CHTR CHARTER COMMUNICATIONS INC-A
$3.11B
2.1%
8,683,257 +211,744 +2.5% Added
CMCSA COMCAST CORP-CLASS A
$2.95B
2.0%
77,718,806 −1,863,457 −2.3% Reduced
CI THE CIGNA GROUP
$2.93B
2.0%
11,462,143 −86,414 −0.7% Reduced
GILD GILEAD SCIENCES INC
$2.88B
2.0%
34,701,762 −1,183,390 −3.3% Reduced
BNY BANK OF NEW YORK MELLON CORP
$2.72B
1.9%
59,834,458 +19,211 +0.0% Added
GSK GSK PLC-SPON ADR
$2.48B
1.7%
69,707,068 +4,774,116 +7.4% Added
CSCO CISCO SYSTEMS INC
$2.19B
1.5%
41,985,724 −940,853 −2.2% Reduced
BKNG BOOKING HOLDINGS INC
$2.19B
1.5%
826,731 −5,563 −0.7% Reduced
TEL1USD TE CONNECTIVITY LTD
$2.12B
1.4%
16,140,880 −106,405 −0.7% Reduced
REGN REGENERON PHARMACEUTICALS
$1.96B
1.3%
2,384,701 +161,642 +7.3% Added
MCHP MICROCHIP TECHNOLOGY INC
$1.92B
1.3%
22,899,386 −469,280 −2.0% Reduced
AMZN AMAZON.COM INC
$1.90B
1.3%
18,360,370 +3,299,870 +21.9% Added
GS GOLDMAN SACHS GROUP INC
$1.88B
1.3%
5,740,305 −402,786 −6.6% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.87B
1.3%
20,312,680 −438,692 −2.1% Reduced
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$1.69B
1.2%
25,302,353 −37,318 −0.1% Reduced
STT STATE STREET CORP
$1.65B
1.1%
21,830,987 −112,767 −0.5% Reduced
UNH UNITEDHEALTH GROUP INC
$1.65B
1.1%
3,489,512 −39,198 −1.1% Reduced
TMUS T-MOBILE US INC
$1.61B
1.1%
11,126,724 −463,610 −4.0% Reduced
LYB LYONDELLBASELL INDU-CL A
$1.54B
1.1%
16,445,242 −123,250 −0.7% Reduced
META META PLATFORMS INC-CLASS A
$1.54B
1.0%
7,245,857 −4,428,333 −37.9% Reduced
HPQ HP INC
$1.52B
1.0%
51,619,005 −832,220 −1.6% Reduced
FIS FIDELITY NATIONAL INFO SERV
$1.49B
1.0%
27,493,640 +1,273,025 +4.9% Added
TAP MOLSON COORS BEVERAGE CO - B
$1.45B
1.0%
28,120,054 +1,032,150 +3.8% Added
COP CONOCOPHILLIPS
$1.40B
1.0%
14,084,769 −454,713 −3.1% Reduced
INCY INCYTE CORP
$1.40B
1.0%
19,332,310 −30,625 −0.2% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$1.39B
0.9%
14,329,313 −54,350 −0.4% Reduced
SU SUNCOR ENERGY INC
$1.39B
0.9%
44,855,854 +2,988,400 +7.1% Added
FOXA FOX CORP - CLASS A
$1.36B
0.9%
40,057,178 −10,187 −0.0% Reduced
GOOGL ALPHABET INC-CL A
$1.33B
0.9%
12,841,330 +3,381,255 +35.7% Added
GEHC GE HEALTHCARE TECHNOLOGY
$1.30B
0.9%
15,810,644 +15,810,644 New
BABA ALIBABA GROUP HOLDING-SP ADR
$1.29B
0.9%
12,633,812 −1,345,258 −9.6% Reduced
BAC BANK OF AMERICA CORP
$1.23B
0.8%
43,175,036 +803,447 +1.9% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.22B
0.8%
20,030,272 −313,485 −1.5% Reduced
JNPR* JUNIPER NETWORKS INC
$1.21B
0.8%
35,134,252 −398,000 −1.1% Reduced
HMC HONDA MOTOR CO LTD-SPONS ADR
$1.20B
0.8%
45,265,991 +926,171 +2.1% Added
WMB WILLIAMS COS INC
$1.17B
0.8%
39,227,254 −130,011 −0.3% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$1.14B
0.8%
16,469,182 −75,162 −0.5% Reduced
TECK TECK RESOURCES LTD-CLS B
$1.01B
0.7%
27,691,040 +616,700 +2.3% Added
BKR BAKER HUGHES CO
$983.3M
0.7%
34,072,354 +3,065,517 +9.9% Added
OVV OVINTIV INC
$974.7M
0.7%
27,016,020 +5,361,244 +24.8% Added
CVS CVS HEALTH CORP
$936.8M
0.6%
12,606,849 +5,962 +0.0% Added
HPE HEWLETT PACKARD ENTERPRISE
$915.6M
0.6%
57,477,275 −3,165,393 −5.2% Reduced
HLN HALEON PLC-ADR
$912.1M
0.6%
112,055,605 +15,545,632 +16.1% Added
NTR NUTRIEN LTD
$851.7M
0.6%
11,533,359 +789,300 +7.3% Added
D DOMINION ENERGY INC
$828.9M
0.6%
14,825,633 +14,825,633 New
ELAN ELANCO ANIMAL HEALTH INC
$796.9M
0.5%
84,774,075 −1,000 −0.0% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$780.2M
0.5%
3,894,535 −696,247 −15.2% Reduced
NTES NETEASE INC-ADR
$774.1M
0.5%
8,752,269 −44,189 −0.5% Reduced
CE CELANESE CORP
$770.7M
0.5%
7,077,852 −31,672 −0.4% Reduced
DELL DELL TECHNOLOGIES -C
$742.8M
0.5%
18,472,951 −745,008 −3.9% Reduced
COHR COHERENT CORP
$736.6M
0.5%
19,342,695 +286,246 +1.5% Added
BAP CREDICORP LTD
$733.5M
0.5%
5,540,562 +435,900 +8.5% Added
TFC TRUIST FINANCIAL CORP
$696.0M
0.5%
20,410,797 +1,614,219 +8.6% Added
CARR CARRIER GLOBAL CORP
$681.4M
0.5%
14,893,181 −1,490,975 −9.1% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$635.9M
0.4%
4,921,750 −25,700 −0.5% Reduced
JD JD.COM INC-ADR
$624.2M
0.4%
14,221,949 +188,100 +1.3% Added
OXY/WS OCCIDENTAL PETROLEUM-CW27
$587.1M
0.4%
14,319,379 −79,259 −0.6% Reduced
MDT MEDTRONIC PLC
$579.2M
0.4%
7,183,890 +3,088,831 +75.4% Added
Aegon NV
$541.0M
0.4%
125,808,795 −302,600 −0.2% Reduced
LIN LINDE PLC
$481.7M
0.3%
1,355,190 +1,355,190 New
BIDU BAIDU INC - SPON ADR
$475.1M
0.3%
3,148,215 −3,189,440 −50.3% Reduced
OTIS OTIS WORLDWIDE CORP
$439.7M
0.3%
5,209,672 −13,550 −0.3% Reduced
XP XP INC - CLASS A
$424.9M
0.3%
35,799,725 +6,030,094 +20.3% Added
TRP TC ENERGY CORP
$401.6M
0.3%
10,320,000 +24,000 +0.2% Added
BHF BRIGHTHOUSE FINANCIAL INC
$396.5M
0.3%
8,989,968 −105,715 −1.2% Reduced
GAP GAP INC
$378.7M
0.3%
37,722,126 −258,300 −0.7% Reduced
DISH DISH NETWORK CORP-A
$366.9M
0.3%
39,326,466 +33,600 +0.1% Added
FOX FOX CORP - CLASS B
$365.4M
0.2%
11,669,678 −117,716 −1.0% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$343.9M
0.2%
65,012,920 +164,000 +0.3% Added
GLPI GAMING AND LEISURE PROPERTIE
$324.4M
0.2%
6,231,679 −84,032 −1.3% Reduced
NWSA NEWS CORP - CLASS A
$184.4M
0.1%
10,677,309 −73,264 −0.7% Reduced
LBTYKUSD LIBERTY GLOBAL PLC- C
$182.6M
0.1%
8,961,768 Held
JXN JACKSON FINANCIAL INC-A
$156.6M
0.1%
4,186,406 +104,900 +2.6% Added
LNC LINCOLN NATIONAL CORP
$97.9M
0.1%
4,357,141 +46,379 +1.1% Added
LBTYAUSD LIBERTY GLOBAL PLC-A
$95.1M
0.1%
4,875,669 Held
FMS FRESENIUS MEDICAL CARE-ADR
$89.8M
0.1%
4,223,110 +718,910 +20.5% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$89.2M
0.1%
18,325,705 +3,049,600 +20.0% Added
AXP AMERICAN EXPRESS CO
$85.0M
0.1%
515,146 −3,752,665 −87.9% Reduced
CDNS CADENCE DESIGN SYS INC
$62.0M
0.0%
295,339 −2,038 −0.7% Reduced
UNP UNION PACIFIC CORP
$54.8M
0.0%
272,040 −3,410 −1.2% Reduced
SLB SLB LTD
$48.4M
0.0%
986,423 −2,985,780 −75.2% Reduced
JPM JPMORGAN CHASE & CO
$47.3M
0.0%
362,800 −51,200 −12.4% Reduced
IBN ICICI BANK LTD-SPON ADR
$44.9M
0.0%
2,081,100 +97,700 +4.9% Added
DIS WALT DISNEY CO
$37.7M
0.0%
376,014 −19,742 −5.0% Reduced
NVDA NVIDIA CORP
$33.0M
0.0%
118,804 +118,804 New
CVX CHEVRON CORP
$32.4M
0.0%
198,767 −3,515 −1.7% Reduced
SNOW SNOWFLAKE INC
$26.2M
0.0%
169,760 +169,760 New
TGT TARGET CORP
$21.2M
0.0%
128,087 −1,605 −1.2% Reduced
LLY ELI LILLY & CO
$21.1M
0.0%
61,562 −2,125 −3.3% Reduced
TRV TRAVELERS COS INC
$20.2M
0.0%
117,620 −100 −0.1% Reduced
MRK MERCK & CO. INC.
$18.4M
0.0%
173,206 −2,025 −1.2% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$17.0M
0.0%
29,507 +308 +1.1% Added
AZNN ASTRAZENECA PLC-SPONS ADR
$15.5M
0.0%
223,425 −84,900 −27.5% Reduced
PG PROCTER & GAMBLE CO
$14.7M
0.0%
98,738 −562 −0.6% Reduced
WMT WALMART INC
$11.1M
0.0%
75,405 −1,775 −2.3% Reduced
EXMOC EXXON MOBIL CORP
$9.0M
0.0%
81,643 −1,597 −1.9% Reduced
ADBE ADOBE INC
$8.6M
0.0%
22,421 −2,625 −10.5% Reduced
AHC HESS CORP
$8.0M
0.0%
60,782 −8,350 −12.1% Reduced
HAL HALLIBURTON CO
$7.9M
0.0%
250,151 −41,050 −14.1% Reduced
HD HOME DEPOT INC
$7.8M
0.0%
26,367 −2,100 −7.4% Reduced
ADI ANALOG DEVICES INC
$7.4M
0.0%
37,315 −287 −0.8% Reduced
CAT CATERPILLAR INC
$6.9M
0.0%
29,999 −50 −0.2% Reduced
AI C3.AI INC-A
$6.0M
0.0%
180,000 +180,000 New
APA APA CORP
$5.6M
0.0%
154,380 −25,070 −14.0% Reduced
BSX BOSTON SCIENTIFIC CORP
$5.3M
0.0%
105,590 −7,300 −6.5% Reduced
SNPS SYNOPSYS INC
$5.2M
0.0%
13,350 −380 −2.8% Reduced
DE DEERE & CO
$5.1M
0.0%
12,411 −25 −0.2% Reduced
PFE PFIZER INC
$5.0M
0.0%
123,485 −200 −0.2% Reduced
IBM INTL BUSINESS MACHINES CORP
$4.6M
0.0%
35,360 −1,454 −3.9% Reduced
PYPL PAYPAL HOLDINGS INC
$4.5M
0.0%
59,350 −7,466,300 −99.2% Reduced
VMC VULCAN MATERIALS CO
$4.3M
0.0%
25,350 −850 −3.2% Reduced
DHR DANAHER CORP
$4.3M
0.0%
16,925 −307 −1.8% Reduced
AAPL APPLE INC
$4.1M
0.0%
24,656 −500 −2.0% Reduced
BRK/B BERKSHIRE HATHAWAY INC-CL B
$4.0M
0.0%
12,820 Held
AMGN AMGEN INC
$3.6M
0.0%
15,007 −1,200 −7.4% Reduced
SHEL SHELL PLC-ADR
$3.6M
0.0%
62,913 −1,733 −2.7% Reduced
GLW CORNING INC
$3.4M
0.0%
97,742 −5,550 −5.4% Reduced
JNJ JOHNSON & JOHNSON
$3.4M
0.0%
21,797 −20 −0.1% Reduced
CX CEMEX SAB-SPONS ADR PART CER
$3.3M
0.0%
589,700 +9,900 +1.7% Added
DEO DIAGEO PLC-SPONSORED ADR
$2.5M
0.0%
13,952 −589 −4.1% Reduced
MSI MOTOROLA SOLUTIONS INC
$2.5M
0.0%
8,627 Held
HZNPN HORIZON THERAPEUTICS PLC
$2.5M
0.0%
22,463 +22,463 New
MCD MCDONALD'S CORP
$2.1M
0.0%
7,400 −50 −0.7% Reduced
SPGI S&P GLOBAL INC
$1.9M
0.0%
5,600 −200 −3.4% Reduced
BRK/A BERKSHIRE HATHAWAY INC-CL A
$1.9M
0.0%
4 Held
NEE NEXTERA ENERGY INC
$1.8M
0.0%
24,000 Held
PNC PNC FINANCIAL SERVICES GROUP
$1.8M
0.0%
14,275 Held
ABT ABBOTT LABORATORIES
$1.8M
0.0%
17,857 Held
ABBV ABBVIE INC
$1.8M
0.0%
11,210 Held
PM PHILIP MORRIS INTERNATIONAL
$1.7M
0.0%
17,000 Held
CTVA CORTEVA INC
$1.6M
0.0%
26,893 −858 −3.1% Reduced
LVS LAS VEGAS SANDS CORP
$1.5M
0.0%
26,700 −1,700 −6.0% Reduced
HONGBP HONEYWELL INTERNATIONAL INC
$1.5M
0.0%
8,019 Held
KO COCA-COLA CO
$1.5M
0.0%
24,635 Held
DWDPEUR DUPONT DE NEMOURS INC
$1.4M
0.0%
19,390 −3,008 −13.4% Reduced
P EVERPURE INC-A
$1.3M
0.0%
50,000 +50,000 New
Unilever PLC
$1.3M
0.0%
24,271 −700 −2.8% Reduced
USB US BANCORP
$1.2M
0.0%
34,200 −6,200 −15.3% Reduced
EBAY EBAY INC
$1.1M
0.0%
25,610 −4,500 −14.9% Reduced
PH PARKER HANNIFIN CORP
$1.1M
0.0%
3,256 Held
DOW DOW INC
$1.1M
0.0%
19,206 −533 −2.7% Reduced
CL COLGATE-PALMOLIVE CO
$1.1M
0.0%
14,000 Held
NUE NUCOR CORP
$1.1M
0.0%
6,800 Held
MMM 3M CO
$970K
0.0%
9,224 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$965K
0.0%
13,840 +2,000 +16.9% Added
GIS GENERAL MILLS INC
$957K
0.0%
11,200 Held
MO ALTRIA GROUP INC
$937K
0.0%
21,000 Held
GPC GENUINE PARTS CO
$874K
0.0%
5,225 −2,000 −27.7% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$862K
0.0%
3,000 −275 −8.4% Reduced
YUMC YUM CHINA HOLDINGS INC
$822K
0.0%
12,962 −883 −6.4% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$787K
0.0%
20,900 Held
CPA COPA HOLDINGS SA-CLASS A
$767K
0.0%
8,300 Held
IWD ISHARES RUSSELL 1000 VALUE E
$761K
0.0%
5,000 +5,000 New
NSC NORFOLK SOUTHERN CORP
$753K
0.0%
3,550 Held
SMARGBP SMARTSHEET INC-CLASS A
$718K
0.0%
15,024 +15,024 New
VIPS VIPSHOP HOLDINGS LTD - ADR
$676K
0.0%
44,547 +8,300 +22.9% Added
NESR NATIONAL ENERGY SERVICES REU
$635K
0.0%
120,701 Held
AOSL ALPHA & OMEGA SEMICONDUCTOR
$615K
0.0%
22,814 +22,814 New
BEKE KE HOLDINGS INC-ADR
$603K
0.0%
32,000 +1,500 +4.9% Added
LMCA 1.375 10/15/23 LIBERTY MEDIA CORP
$600K
0.0%
550,000 Held
YEXT YEXT INC
$594K
0.0%
61,840 +61,840 New
PEP PEPSICO INC
$561K
0.0%
3,075 −500 −14.0% Reduced
AMP AMERIPRISE FINANCIAL INC
$560K
0.0%
1,827 Held
MCO MOODY'S CORP
$521K
0.0%
1,702 Held
ELV ELEVANCE HEALTH INC
$506K
0.0%
1,100 Held
BLKCHF BLACKROCK INC
$502K
0.0%
750 Held
JOYY JOYY INC-ADR
$499K
0.0%
16,008 +16,008 New
CORT CORCEPT THERAPEUTICS INC
$466K
0.0%
21,528 +21,528 New
NTAP NETAPP INC
$402K
0.0%
6,300 −200 −3.1% Reduced
GPRK GEOPARK LTD
$370K
0.0%
32,614 +10,114 +45.0% Added
LMT LOCKHEED MARTIN CORP
$366K
0.0%
775 Held
GWW WW GRAINGER INC
$344K
0.0%
500 +500 New
PPG PPG INDUSTRIES INC
$294K
0.0%
2,200 Held
UPS UNITED PARCEL SERVICE-CL B
$291K
0.0%
1,500 +1,500 New
ALL ALLSTATE CORP
$290K
0.0%
2,618 Held
ZTS ZOETIS INC
$283K
0.0%
1,700 −250 −12.8% Reduced
RIO RIO TINTO PLC-SPON ADR
$274K
0.0%
4,000 −1,200 −23.1% Reduced
AFYA AFYA LTD-CLASS A
$274K
0.0%
24,533 +24,533 New
V VISA INC-CLASS A SHARES
$271K
0.0%
1,200 −550 −31.4% Reduced
PSX PHILLIPS 66
$264K
0.0%
2,600 Held
BDX BECTON DICKINSON AND CO
$243K
0.0%
980 −1,300 −57.0% Reduced
CTAS CINTAS CORP
$231K
0.0%
500 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$222K
0.0%
13,400 +2,200 +19.6% Added
VZ VERIZON COMMUNICATIONS INC
$214K
0.0%
5,500 Held
NKE NIKE INC -CL B
$208K
0.0%
1,700 +1,700 New
PBR PETROLEO BRASILEIRO-SPON ADR
$163K
0.0%
15,600 +1,500 +10.6% Added
LOMA LOMA NEGRA CIA IND-SPON ADR
$138K
0.0%
19,800 +600 +3.1% Added
Qurate Retail, Inc.
$22K
0.0%
22,000 −48,004,011 −100.0% Reduced

Sold positions

3 closed in Q1 2023 · shares & value as of prior filing
Holding Shares sold Prior value
Linde PLC
1,355,190 $443.1M
MFGPUSD MICRO FOCUS INTL-SPN ADR
33,422,617 $210.9M
CB CHUBB LTD
1,407 $310K

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.