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Overview/ Dodge & Cox/ Q3 2024

Dodge & Cox

CIK 0000200217 · As of Q3 2024 · filed Nov 13, 2024

Q3 2024

Holdings

205 positions · Δ vs prior quarter
JCI JOHNSON CONTROLS INTERNATION
$6.63B
3.7%
85,367,376 +94,387 +0.1% Added
FISV FISERV INC
$5.88B
3.3%
32,723,767 −1,647,611 −4.8% Reduced
SCHW SCHWAB (CHARLES) CORP
$5.81B
3.3%
89,587,838 +3,800,785 +4.4% Added
RTX RTX CORP
$5.38B
3.0%
44,398,916 +114,375 +0.3% Added
WFC WELLS FARGO & CO
$4.91B
2.8%
86,949,610 −5,327,877 −5.8% Reduced
MET METLIFE INC
$4.51B
2.5%
54,656,581 −1,696,700 −3.0% Reduced
SNY SANOFI-ADR
$4.40B
2.5%
76,297,183 −812,450 −1.1% Reduced
GOOG ALPHABET INC-CL C
$4.16B
2.4%
24,893,268 −4,528,217 −15.4% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$4.02B
2.3%
78,011,048 −349,960 −0.4% Reduced
CVS CVS HEALTH CORP
$3.96B
2.2%
63,030,690 +1,347,347 +2.2% Added
MSFT MICROSOFT CORP
$3.92B
2.2%
9,100,792 −313,489 −3.3% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.77B
2.1%
11,637,303 −43,804 −0.4% Reduced
FDX FEDEX CORP
$3.60B
2.0%
13,155,356 −239,260 −1.8% Reduced
BNY BANK OF NEW YORK MELLON CORP
$3.49B
2.0%
48,524,949 −6,246,833 −11.4% Reduced
FIS FIDELITY NATIONAL INFO SERV
$3.44B
1.9%
41,073,296 −362,015 −0.9% Reduced
BKNG BOOKING HOLDINGS INC
$3.32B
1.9%
789,158 −646 −0.1% Reduced
AMZN AMAZON.COM INC
$3.22B
1.8%
17,280,920 −53,431 −0.3% Reduced
CMCSA COMCAST CORP-CLASS A
$3.09B
1.7%
74,062,844 +1,323,500 +1.8% Added
CI THE CIGNA GROUP
$3.05B
1.7%
8,789,414 −63,395 −0.7% Reduced
IFF INTL FLAVORS & FRAGRANCES
$2.95B
1.7%
28,082,382 −124,225 −0.4% Reduced
COF CAPITAL ONE FINANCIAL CORP
$2.79B
1.6%
18,662,292 −1,276,726 −6.4% Reduced
GSK GSK PLC-SPON ADR
$2.78B
1.6%
68,087,163 −249,975 −0.4% Reduced
GILD GILEAD SCIENCES INC
$2.77B
1.6%
33,045,737 −76,600 −0.2% Reduced
NSC NORFOLK SOUTHERN CORP
$2.70B
1.5%
10,862,839 +67,972 +0.6% Added
GE GENERAL ELECTRIC
$2.67B
1.5%
14,177,036 −135,475 −0.9% Reduced
GS GOLDMAN SACHS GROUP INC
$2.66B
1.5%
5,380,092 −43,440 −0.8% Reduced
REGN REGENERON PHARMACEUTICALS
$2.43B
1.4%
2,311,935 −3,751 −0.2% Reduced
TEL TE CONNECTIVITY PLC
$2.41B
1.4%
15,990,186 +15,990,186 New
UNH UNITEDHEALTH GROUP INC
$2.28B
1.3%
3,902,210 −19,235 −0.5% Reduced
UBS UBS GROUP AG-REG
$2.26B
1.3%
73,371,442 −70,800 −0.1% Reduced
META META PLATFORMS INC-CLASS A
$2.18B
1.2%
3,812,714 −16,381 −0.4% Reduced
BAC BANK OF AMERICA CORP
$2.11B
1.2%
53,207,803 −7,408,350 −12.2% Reduced
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$2.08B
1.2%
31,325,890 −144,995 −0.5% Reduced
GOOGL ALPHABET INC-CL A
$1.99B
1.1%
11,988,817 −213,855 −1.8% Reduced
TMUS T-MOBILE US INC
$1.98B
1.1%
9,571,049 −256,840 −2.6% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$1.96B
1.1%
6,598,194 +6,595,294 +227423.9% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$1.92B
1.1%
18,086,570 +52,500 +0.3% Added
HLN HALEON PLC-ADR
$1.90B
1.1%
179,172,383 −998,252 −0.6% Reduced
ZBH ZIMMER BIOMET HOLDINGS INC
$1.84B
1.0%
17,073,791 +328,161 +2.0% Added
AVTR AVANTOR INC
$1.77B
1.0%
68,418,097 +3,053,907 +4.7% Added
WMB WILLIAMS COS INC
$1.70B
1.0%
37,271,626 −275,925 −0.7% Reduced
BAX BAXTER INTERNATIONAL INC
$1.69B
1.0%
44,598,194 +17,075,449 +62.0% Added
BKR BAKER HUGHES CO
$1.66B
0.9%
45,830,238 −228,650 −0.5% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$1.56B
0.9%
16,663,641 −49,509 −0.3% Reduced
HUM HUMANA INC
$1.56B
0.9%
4,933,995 +625,459 +14.5% Added
LYB LYONDELLBASELL INDU-CL A
$1.55B
0.9%
16,114,467 −44,400 −0.3% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.42B
0.8%
18,349,574 −109,150 −0.6% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.41B
0.8%
12,221,876 −14,650 −0.1% Reduced
D DOMINION ENERGY INC
$1.31B
0.7%
22,687,873 −124,575 −0.5% Reduced
CSCO CISCO SYSTEMS INC
$1.27B
0.7%
23,821,547 −90,550 −0.4% Reduced
ELAN ELANCO ANIMAL HEALTH INC
$1.22B
0.7%
83,315,550 −267,600 −0.3% Reduced
HPQ HP INC
$1.21B
0.7%
33,822,175 −1,276,350 −3.6% Reduced
FOXA FOX CORP - CLASS A
$1.20B
0.7%
28,455,247 −139,079 −0.5% Reduced
COP CONOCOPHILLIPS
$1.20B
0.7%
11,431,431 −44,169 −0.4% Reduced
AEP AMERICAN ELECTRIC POWER
$1.19B
0.7%
11,580,505 −251,300 −2.1% Reduced
CARR CARRIER GLOBAL CORP
$1.15B
0.7%
14,346,499 −20,525 −0.1% Reduced
TFC TRUIST FINANCIAL CORP
$1.10B
0.6%
25,750,060 −25,915,796 −50.2% Reduced
SU SUNCOR ENERGY INC
$1.09B
0.6%
29,410,254 −845,600 −2.8% Reduced
INCY INCYTE CORP
$1.01B
0.6%
15,276,093 −3,250 −0.0% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$996.3M
0.6%
3,622,535 −157,650 −4.2% Reduced
BAP CREDICORP LTD
$979.2M
0.6%
5,410,880 −63,400 −1.2% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$976.9M
0.6%
13,898,318 −32,175 −0.2% Reduced
COHR COHERENT CORP
$945.9M
0.5%
10,639,374 −3,374,245 −24.1% Reduced
CE CELANESE CORP
$924.4M
0.5%
6,799,069 −8,950 −0.1% Reduced
JD JD.COM INC-ADR
$899.3M
0.5%
22,482,449 +3,200 +0.0% Added
VFC VF CORP
$848.1M
0.5%
42,512,850 −43,900 −0.1% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$840.9M
0.5%
14,619,464 +44,500 +0.3% Added
STT STATE STREET CORP
$836.6M
0.5%
9,455,812 −3,458,902 −26.8% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$808.6M
0.5%
15,627,743 −139,155 −0.9% Reduced
SUI SUN COMMUNITIES INC
$805.7M
0.5%
5,961,165 +384,425 +6.9% Added
AEG AEGON LTD-NY REG SHR
$752.6M
0.4%
117,784,082 −359,169 −0.3% Reduced
HMC HONDA MOTOR CO LTD-SPONS ADR
$700.5M
0.4%
22,076,375 −59,100 −0.3% Reduced
GAP GAP INC
$636.7M
0.4%
28,873,346 −98,500 −0.3% Reduced
LIN LINDE PLC
$632.8M
0.4%
1,326,990 Held
XP XP INC - CLASS A
$625.4M
0.4%
34,861,745 +508,900 +1.5% Added
BIDU BAIDU INC - SPON ADR
$620.6M
0.4%
5,894,215 +11,000 +0.2% Added
MDT MEDTRONIC PLC
$608.9M
0.3%
6,763,490 −28,065 −0.4% Reduced
NTR NUTRIEN LTD
$599.9M
0.3%
12,482,459 +283,400 +2.3% Added
JNPR* JUNIPER NETWORKS INC
$526.6M
0.3%
13,509,238 −20,703,552 −60.5% Reduced
TRP TC ENERGY CORP
$520.7M
0.3%
10,953,200 −907,200 −7.6% Reduced
CPNG COUPANG INC
$493.6M
0.3%
20,105,420 +7,991,268 +66.0% Added
TECK TECK RESOURCES LTD-CLS B
$485.0M
0.3%
9,284,842 −1,269,998 −12.0% Reduced
YUMC YUM CHINA HOLDINGS INC
$481.0M
0.3%
10,684,762 +3,500 +0.0% Added
FOX FOX CORP - CLASS B
$439.6M
0.2%
11,331,015 −35,042 −0.3% Reduced
OXY/WS OCCIDENTAL PETROLEUM-CW27
$423.6M
0.2%
14,254,370 −15,900 −0.1% Reduced
GLPI GAMING AND LEISURE PROPERTIE
$396.2M
0.2%
7,701,335 +1,176,472 +18.0% Added
SBAC SBA COMMUNICATIONS CORP
$390.8M
0.2%
1,623,515 +1,623,515 New
ECHO ECHOSTAR CORP-A
$334.3M
0.2%
13,467,353 −96,933 −0.7% Reduced
BHF BRIGHTHOUSE FINANCIAL INC
$300.3M
0.2%
6,669,575 −19,208 −0.3% Reduced
NWSA NEWS CORP - CLASS A
$277.4M
0.2%
10,417,407 −39,775 −0.4% Reduced
NTES NETEASE INC-ADR
$246.3M
0.1%
2,633,976 +1,553,024 +143.7% Added
HDB HDFC BANK LTD-ADR
$182.4M
0.1%
2,915,300 +551,000 +23.3% Added
TV GRUPO TELEVISA SA-SPON ADR
$164.4M
0.1%
64,212,690 Held
NBIX NEUROCRINE BIOSCIENCES INC
$148.4M
0.1%
1,287,820 +7,000 +0.5% Added
FLUT FLUTTER ENTERTAINMENT PLC-DI
$148.2M
0.1%
624,478 Held
LBTYK LIBERTY GLOBAL LTD-C
$144.4M
0.1%
6,682,068 −2,104,700 −24.0% Reduced
AXP AMERICAN EXPRESS CO
$111.4M
0.1%
410,665 −5,604 −1.3% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$103.5M
0.1%
15,562,605 +334,200 +2.2% Added
LBTYA LIBERTY GLOBAL LTD-A
$100.6M
0.1%
4,767,561 Held
FMS FRESENIUS MEDICAL CARE-ADR
$88.9M
0.1%
4,173,510 −49,600 −1.2% Reduced
CDNS CADENCE DESIGN SYS INC
$69.9M
0.0%
257,777 −3,341 −1.3% Reduced
UNP UNION PACIFIC CORP
$69.6M
0.0%
282,232 −350 −0.1% Reduced
JPM JPMORGAN CHASE & CO
$64.0M
0.0%
303,575 −4,340 −1.4% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$49.6M
0.0%
617,926 −4,035 −0.6% Reduced
GEV GE VERNOVA INC
$46.5M
0.0%
182,340 −525 −0.3% Reduced
LLY ELI LILLY & CO
$39.9M
0.0%
45,090 −888 −1.9% Reduced
DIS WALT DISNEY CO
$29.3M
0.0%
304,181 −1,675 −0.5% Reduced
CVX CHEVRON CORP
$27.1M
0.0%
183,878 −575 −0.3% Reduced
SLB SLB LTD
$27.1M
0.0%
645,516 −24,963 −3.7% Reduced
TRV TRAVELERS COS INC
$26.4M
0.0%
112,570 −300 −0.3% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$18.7M
0.0%
107,500 +21,000 +24.3% Added
MRK MERCK & CO. INC.
$18.0M
0.0%
158,251 −625 −0.4% Reduced
TGT TARGET CORP
$17.9M
0.0%
114,774 −1,520 −1.3% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$16.6M
0.0%
26,766 −25 −0.1% Reduced
CAT CATERPILLAR INC
$16.5M
0.0%
42,276 Held
PG PROCTER & GAMBLE CO
$16.4M
0.0%
94,728 −175 −0.2% Reduced
WMT WALMART INC
$15.9M
0.0%
197,110 −4,700 −2.3% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$11.6M
0.0%
149,035 −750 −0.5% Reduced
ADBE ADOBE INC
$11.0M
0.0%
21,217 −385 −1.8% Reduced
HD HOME DEPOT INC
$9.9M
0.0%
24,432 −50 −0.2% Reduced
EXMOC EXXON MOBIL CORP
$9.3M
0.0%
79,686 −126 −0.2% Reduced
BSX BOSTON SCIENTIFIC CORP
$8.0M
0.0%
95,295 −1,800 −1.9% Reduced
IBM INTL BUSINESS MACHINES CORP
$7.6M
0.0%
34,270 Held
ADI ANALOG DEVICES INC
$7.3M
0.0%
31,815 Held
AHC HESS CORP
$6.3M
0.0%
46,550 Held
VMC VULCAN MATERIALS CO
$6.2M
0.0%
24,700 Held
AVGO BROADCOM INC
$6.1M
0.0%
35,340 +31,532 +828.0% Added
BRK/B BERKSHIRE HATHAWAY INC-CL B
$5.8M
0.0%
12,703 Held
SNPS SYNOPSYS INC
$5.7M
0.0%
11,350 −100 −0.9% Reduced
AAPL APPLE INC
$5.6M
0.0%
23,868 −450 −1.9% Reduced
DE DEERE & CO
$5.4M
0.0%
13,036 Held
AMGN AMGEN INC
$4.6M
0.0%
14,282 −100 −0.7% Reduced
DHR DANAHER CORP
$4.6M
0.0%
16,525 Held
CX CEMEX SAB-SPONS ADR PART CER
$4.1M
0.0%
679,700 +35,000 +5.4% Added
HPE HEWLETT PACKARD ENTERPRISE
$3.9M
0.0%
191,783 −555,600 −74.3% Reduced
MSI MOTOROLA SOLUTIONS INC
$3.9M
0.0%
8,627 Held
DELL DELL TECHNOLOGIES -C
$3.9M
0.0%
32,560 −5,840 −15.2% Reduced
SHEL SHELL PLC-ADR
$3.8M
0.0%
57,613 −100 −0.2% Reduced
LPLA LPL FINANCIAL HOLDINGS INC
$3.6M
0.0%
15,556 +15,556 New
JNJ JOHNSON & JOHNSON
$3.4M
0.0%
21,097 Held
PFE PFIZER INC
$3.3M
0.0%
112,785 −3,150 −2.7% Reduced
SPGI S&P GLOBAL INC
$2.8M
0.0%
5,400 Held
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.8M
0.0%
4 Held
PNC PNC FINANCIAL SERVICES GROUP
$2.6M
0.0%
14,275 Held
HAL HALLIBURTON CO
$2.4M
0.0%
81,160 −6,042 −6.9% Reduced
OTIS OTIS WORLDWIDE CORP
$2.3M
0.0%
21,810 Held
ABBV ABBVIE INC
$2.2M
0.0%
11,006 Held
PM PHILIP MORRIS INTERNATIONAL
$2.1M
0.0%
17,000 Held
ABT ABBOTT LABORATORIES
$2.0M
0.0%
17,857 Held
NEE NEXTERA ENERGY INC
$2.0M
0.0%
23,600 Held
MCD MCDONALD'S CORP
$2.0M
0.0%
6,550 Held
GLW CORNING INC
$1.9M
0.0%
42,450 −5,700 −11.8% Reduced
DEO DIAGEO PLC-SPONSORED ADR
$1.9M
0.0%
13,511 Held
PH PARKER HANNIFIN CORP
$1.8M
0.0%
2,850 Held
KO COCA-COLA CO
$1.8M
0.0%
24,635 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.7M
0.0%
8,019 Held
VIPS VIPSHOP HOLDINGS LTD - ADR
$1.6M
0.0%
101,997 Held
DWDPEUR DUPONT DE NEMOURS INC
$1.6M
0.0%
17,583 Held
Unilever PLC
$1.6M
0.0%
23,900 Held
CL COLGATE-PALMOLIVE CO
$1.5M
0.0%
14,000 Held
LVS LAS VEGAS SANDS CORP
$1.4M
0.0%
28,400 Held
CTVA CORTEVA INC
$1.4M
0.0%
23,648 −2,000 −7.8% Reduced
JOYY JOYY INC-ADR
$1.3M
0.0%
34,966 Held
MMM 3M CO
$1.3M
0.0%
9,224 Held
APA APA CORP
$1.1M
0.0%
46,700 −26,150 −35.9% Reduced
TCOM TRIP.COM GROUP LTD-ADR
$1.1M
0.0%
18,100 −12,300 −40.5% Reduced
MO ALTRIA GROUP INC
$1.1M
0.0%
21,000 Held
EBAY EBAY INC
$990K
0.0%
15,210 −500 −3.2% Reduced
NUE NUCOR CORP
$932K
0.0%
6,200 Held
DOW DOW INC
$897K
0.0%
16,422 −909 −5.2% Reduced
PYPL PAYPAL HOLDINGS INC
$890K
0.0%
11,400 −2,700 −19.1% Reduced
ACMR ACM RESEARCH INC-CLASS A
$873K
0.0%
43,000 +43,000 New
MDLZ MONDELEZ INTERNATIONAL INC-A
$872K
0.0%
11,840 Held
AMP AMERIPRISE FINANCIAL INC
$858K
0.0%
1,827 Held
GIS GENERAL MILLS INC
$827K
0.0%
11,200 Held
MCO MOODY'S CORP
$743K
0.0%
1,566 Held
BLKCHF BLACKROCK INC
$712K
0.0%
750 Held
CPA COPA HOLDINGS SA-CLASS A
$690K
0.0%
7,350 −2,000 −21.4% Reduced
IFS INTERCORP FINANCIAL SERVICES
$676K
0.0%
25,869 −1,141 −4.2% Reduced
GPC GENUINE PARTS CO
$653K
0.0%
4,675 Held
GPRK GEOPARK LTD
$605K
0.0%
76,814 Held
KSPI JSC KASPI.KZ ADR
$586K
0.0%
5,526 Held
ELV ELEVANCE HEALTH INC
$572K
0.0%
1,100 Held
PEP PEPSICO INC
$523K
0.0%
3,075 Held
AFYA AFYA LTD-CLASS A
$498K
0.0%
29,183 Held
ALL ALLSTATE CORP
$497K
0.0%
2,618 Held
USB US BANCORP
$494K
0.0%
10,800 −14,200 −56.8% Reduced
LMT LOCKHEED MARTIN CORP
$453K
0.0%
775 Held
CTAS CINTAS CORP
$412K
0.0%
2,000 +1,500 +300.0% Added
BEKE KE HOLDINGS INC-ADR
$367K
0.0%
18,440 −20,000 −52.0% Reduced
DLO DLOCAL LTD
$359K
0.0%
44,900 Held
CIBEUR BANCOLOMBIA S.A.-SPONS ADR
$345K
0.0%
11,000 −2,000 −15.4% Reduced
PSX PHILLIPS 66
$342K
0.0%
2,600 Held
ZTS ZOETIS INC
$332K
0.0%
1,700 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$331K
0.0%
26,840 Held
PPG PPG INDUSTRIES INC
$291K
0.0%
2,200 Held
RIO RIO TINTO PLC-SPON ADR
$285K
0.0%
4,000 Held
LOMA LOMA NEGRA CIA IND-SPON ADR
$248K
0.0%
30,800 Held
V VISA INC-CLASS A SHARES
$247K
0.0%
900 −100 −10.0% Reduced
VZ VERIZON COMMUNICATIONS INC
$247K
0.0%
5,500 Held
ISRG INTUITIVE SURGICAL INC
$246K
0.0%
500 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$238K
0.0%
16,500 Held
BDX BECTON DICKINSON AND CO
$236K
0.0%
980 Held
CB CHUBB LTD
$208K
0.0%
722 +722 New
Qurate Retail, Inc.
$13K
0.0%
22,000 Held

Sold positions

2 closed in Q3 2024 · shares & value as of prior filing
Holding Shares sold Prior value
TEL1USD TE CONNECTIVITY LTD
15,766,921 $2.37B
AOSL ALPHA & OMEGA SEMICONDUCTOR
50,694 $1.9M

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.