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Overview/ Dodge & Cox/ Q4 2023

Dodge & Cox

CIK 0000200217 · As of Q4 2023 · filed Feb 22, 2024

Q4 2023

Holdings

197 positions · Δ vs prior quarter
SCHW SCHWAB (CHARLES) CORP
$5.95B
3.8%
86,421,986 +8,182,467 +10.5% Added
WFC WELLS FARGO & CO
$5.77B
3.7%
117,252,015 −881,030 −0.7% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$4.84B
3.1%
80,992,508 −9,456,795 −10.5% Reduced
FISV FISERV INC
$4.63B
2.9%
34,866,570 −181,900 −0.5% Reduced
GOOG ALPHABET INC-CL C
$4.40B
2.8%
31,236,915 −4,126,910 −11.7% Reduced
MSFT MICROSOFT CORP
$4.07B
2.6%
10,821,120 −591,680 −5.2% Reduced
CI THE CIGNA GROUP
$3.96B
2.5%
13,207,966 −220,516 −1.6% Reduced
JCI JOHNSON CONTROLS INTERNATION
$3.91B
2.5%
67,792,459 +4,096,187 +6.4% Added
SNY SANOFI-ADR
$3.89B
2.5%
78,250,193 −258,279 −0.3% Reduced
RTX RTX CORP
$3.55B
2.3%
42,189,300 +9,659,760 +29.7% Added
MET METLIFE INC
$3.53B
2.2%
53,443,191 −236,825 −0.4% Reduced
FDX FEDEX CORP
$3.43B
2.2%
13,572,703 −898,431 −6.2% Reduced
COF CAPITAL ONE FINANCIAL CORP
$3.31B
2.1%
25,220,598 −3,182,206 −11.2% Reduced
CMCSA COMCAST CORP-CLASS A
$3.27B
2.1%
74,602,208 −1,179,585 −1.6% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.26B
2.1%
8,399,842 −66,135 −0.8% Reduced
BNY BANK OF NEW YORK MELLON CORP
$3.06B
1.9%
58,771,100 −259,058 −0.4% Reduced
UBS UBS GROUP AG-REG
$2.86B
1.8%
92,331,951 −44,571,466 −32.6% Reduced
BKNG BOOKING HOLDINGS INC
$2.82B
1.8%
793,922 −5,233 −0.7% Reduced
GILD GILEAD SCIENCES INC
$2.70B
1.7%
33,295,023 −238,715 −0.7% Reduced
AMZN AMAZON.COM INC
$2.68B
1.7%
17,634,545 −390,530 −2.2% Reduced
GSK GSK PLC-SPON ADR
$2.56B
1.6%
69,026,793 −254,390 −0.4% Reduced
CVS CVS HEALTH CORP
$2.40B
1.5%
30,413,390 +3,690,408 +13.8% Added
FIS FIDELITY NATIONAL INFO SERV
$2.26B
1.4%
37,620,210 +958,260 +2.6% Added
BAC BANK OF AMERICA CORP
$2.23B
1.4%
66,342,835 −294,300 −0.4% Reduced
TEL1USD TE CONNECTIVITY LTD
$2.20B
1.4%
15,667,374 −190,820 −1.2% Reduced
GE GENERAL ELECTRIC
$2.15B
1.4%
16,818,881 −5,464,700 −24.5% Reduced
GS GOLDMAN SACHS GROUP INC
$2.11B
1.3%
5,482,267 −58,990 −1.1% Reduced
REGN REGENERON PHARMACEUTICALS
$2.08B
1.3%
2,367,680 −5,318 −0.2% Reduced
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$2.05B
1.3%
31,717,238 −127,300 −0.4% Reduced
TFC TRUIST FINANCIAL CORP
$1.96B
1.2%
53,173,840 +121,890 +0.2% Added
NSC NORFOLK SOUTHERN CORP
$1.95B
1.2%
8,233,372 +1,810,658 +28.2% Added
TMUS T-MOBILE US INC
$1.82B
1.2%
11,329,368 −35,340 −0.3% Reduced
UNH UNITEDHEALTH GROUP INC
$1.79B
1.1%
3,406,192 −40,998 −1.2% Reduced
GOOGL ALPHABET INC-CL A
$1.71B
1.1%
12,223,160 −204,875 −1.6% Reduced
STT STATE STREET CORP
$1.58B
1.0%
20,414,894 −226,375 −1.1% Reduced
META META PLATFORMS INC-CLASS A
$1.55B
1.0%
4,377,358 −49,255 −1.1% Reduced
LYB LYONDELLBASELL INDU-CL A
$1.54B
1.0%
16,210,777 −8,715 −0.1% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$1.48B
0.9%
16,449,259 −854,625 −4.9% Reduced
BKR BAKER HUGHES CO
$1.44B
0.9%
42,193,724 −442,050 −1.0% Reduced
SU SUNCOR ENERGY INC
$1.40B
0.9%
43,816,554 −1,062,900 −2.4% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$1.40B
0.9%
18,572,637 −894,060 −4.6% Reduced
AVTR AVANTOR INC
$1.40B
0.9%
61,196,331 +47,904,427 +360.4% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$1.40B
0.9%
11,474,535 +6,647,810 +137.7% Added
COP CONOCOPHILLIPS
$1.37B
0.9%
11,764,273 −1,666,586 −12.4% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$1.35B
0.9%
13,994,063 −159,440 −1.1% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$1.33B
0.8%
17,194,570 +1,103,100 +6.9% Added
NVS NOVARTIS AG-SPONSORED ADR
$1.33B
0.8%
13,165,538 −3,098,683 −19.1% Reduced
WMB WILLIAMS COS INC
$1.32B
0.8%
37,924,018 −419,039 −1.1% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$1.31B
0.8%
16,979,428 −153,564 −0.9% Reduced
ELAN ELANCO ANIMAL HEALTH INC
$1.25B
0.8%
83,980,900 −222,400 −0.3% Reduced
IFF INTL FLAVORS & FRAGRANCES
$1.25B
0.8%
15,440,725 +15,440,725 New
CSCO CISCO SYSTEMS INC
$1.22B
0.8%
24,091,212 −4,687,904 −16.3% Reduced
D DOMINION ENERGY INC
$1.07B
0.7%
22,800,383 +6,472,100 +39.6% Added
HPQ HP INC
$1.07B
0.7%
35,413,307 −370,775 −1.0% Reduced
CE CELANESE CORP
$1.06B
0.7%
6,849,327 −105,910 −1.5% Reduced
BAX BAXTER INTERNATIONAL INC
$1.06B
0.7%
27,381,465 +17,533,024 +178.0% Added
JNPR* JUNIPER NETWORKS INC
$1.02B
0.6%
34,469,105 −243,875 −0.7% Reduced
INCY INCYTE CORP
$1.01B
0.6%
16,090,421 −325,690 −2.0% Reduced
OVV OVINTIV INC
$1.01B
0.6%
22,955,251 −5,351,825 −18.9% Reduced
HMC HONDA MOTOR CO LTD-SPONS ADR
$978.3M
0.6%
31,649,060 −9,675,740 −23.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$920.0M
0.6%
54,182,673 −568,300 −1.0% Reduced
HLN HALEON PLC-ADR
$910.8M
0.6%
110,663,098 +1,265,239 +1.2% Added
TAP MOLSON COORS BEVERAGE CO - B
$896.8M
0.6%
14,652,014 −36,650 −0.2% Reduced
FOXA FOX CORP - CLASS A
$860.9M
0.5%
29,014,647 −1,027,233 −3.4% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$831.2M
0.5%
16,200,284 −32,824 −0.2% Reduced
BAP CREDICORP LTD
$829.3M
0.5%
5,530,980 +105,818 +2.0% Added
CARR CARRIER GLOBAL CORP
$828.7M
0.5%
14,424,756 −81,200 −0.6% Reduced
COHR COHERENT CORP
$815.6M
0.5%
18,735,408 +7,619 +0.0% Added
XP XP INC - CLASS A
$788.1M
0.5%
30,228,845 −51,600 −0.2% Reduced
GAP GAP INC
$775.6M
0.5%
37,090,678 −247,700 −0.7% Reduced
TECK TECK RESOURCES LTD-CLS B
$774.1M
0.5%
18,313,640 −197,600 −1.1% Reduced
AEG AEGON LTD-NY REG SHR
$719.9M
0.5%
124,975,717 +124,975,717 New
ALNY ALNYLAM PHARMACEUTICALS INC
$703.3M
0.4%
3,674,310 −72,845 −1.9% Reduced
NTR NUTRIEN LTD
$645.0M
0.4%
11,450,959 −99,400 −0.9% Reduced
JD JD.COM INC-ADR
$634.0M
0.4%
21,944,549 +3,482,900 +18.9% Added
VFC VF CORP
$607.4M
0.4%
32,308,600 +192,850 +0.6% Added
MDT MEDTRONIC PLC
$558.5M
0.4%
6,779,865 −84,540 −1.2% Reduced
OXY/WS OCCIDENTAL PETROLEUM-CW27
$555.7M
0.4%
14,275,070 −20,686 −0.1% Reduced
LIN LINDE PLC
$545.0M
0.3%
1,326,990 −28,200 −2.1% Reduced
TRP TC ENERGY CORP
$463.6M
0.3%
11,860,400 −262,000 −2.2% Reduced
BHF BRIGHTHOUSE FINANCIAL INC
$463.5M
0.3%
8,757,834 −58,327 −0.7% Reduced
OTIS OTIS WORLDWIDE CORP
$449.7M
0.3%
5,026,497 −78,100 −1.5% Reduced
BIDU BAIDU INC - SPON ADR
$375.1M
0.2%
3,150,115 −36,900 −1.2% Reduced
GLPI GAMING AND LEISURE PROPERTIE
$316.0M
0.2%
6,402,581 +302,140 +5.0% Added
FOX FOX CORP - CLASS B
$312.5M
0.2%
11,303,523 −123,397 −1.1% Reduced
NWSA NEWS CORP - CLASS A
$257.2M
0.2%
10,477,457 −82,287 −0.8% Reduced
DISH DISH NETWORK CORP-A
$224.4M
0.1%
38,886,766 −283,600 −0.7% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$215.1M
0.1%
64,405,090 −607,830 −0.9% Reduced
NTES NETEASE INC-ADR
$167.6M
0.1%
1,799,026 −950,500 −34.6% Reduced
NBIX NEUROCRINE BIOSCIENCES INC
$166.0M
0.1%
1,259,744 +1,046,142 +489.8% Added
LBTYK LIBERTY GLOBAL LTD-C
$163.8M
0.1%
8,786,768 +8,786,768 New
JXN JACKSON FINANCIAL INC-A
$157.3M
0.1%
3,071,598 −1,102,708 −26.4% Reduced
YUMC YUM CHINA HOLDINGS INC
$134.3M
0.1%
3,165,531 +3,152,269 +23769.2% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$110.6M
0.1%
15,910,905 −2,317,300 −12.7% Reduced
FMS FRESENIUS MEDICAL CARE-ADR
$88.0M
0.1%
4,223,110 Held
LBTYA LIBERTY GLOBAL LTD-A
$84.7M
0.1%
4,767,561 +4,767,561 New
AXP AMERICAN EXPRESS CO
$81.3M
0.1%
434,097 −9,577 −2.2% Reduced
CDNS CADENCE DESIGN SYS INC
$74.9M
0.0%
274,851 −7,714 −2.7% Reduced
UNP UNION PACIFIC CORP
$69.9M
0.0%
284,628 +18,514 +7.0% Added
AVGO BROADCOM INC
$62.2M
0.0%
55,745 +55,745 New
JPM JPMORGAN CHASE & CO
$55.4M
0.0%
325,535 −4,975 −1.5% Reduced
SLB SLB LTD
$40.8M
0.0%
784,397 −50,750 −6.1% Reduced
HDB HDFC BANK LTD-ADR
$37.7M
0.0%
561,469 +561,469 New
LLY ELI LILLY & CO
$31.5M
0.0%
54,029 −961 −1.7% Reduced
DIS WALT DISNEY CO
$28.7M
0.0%
317,734 −20,694 −6.1% Reduced
CVX CHEVRON CORP
$28.0M
0.0%
188,025 −3,013 −1.6% Reduced
IBN ICICI BANK LTD-SPON ADR
$23.9M
0.0%
1,002,500 −797,800 −44.3% Reduced
TRV TRAVELERS COS INC
$21.7M
0.0%
113,770 −50 −0.0% Reduced
DELL DELL TECHNOLOGIES -C
$18.7M
0.0%
243,897 −10,730,269 −97.8% Reduced
MRK MERCK & CO. INC.
$17.5M
0.0%
160,945 −2,850 −1.7% Reduced
TGT TARGET CORP
$17.0M
0.0%
119,224 −4,300 −3.5% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$14.4M
0.0%
27,173 Held
PG PROCTER & GAMBLE CO
$14.2M
0.0%
97,038 Held
ADBE ADOBE INC
$13.2M
0.0%
22,070 −74 −0.3% Reduced
CAT CATERPILLAR INC
$12.5M
0.0%
42,379 Held
WMT WALMART INC
$11.0M
0.0%
69,820 −1,950 −2.7% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$10.5M
0.0%
155,675 −1,650 −1.0% Reduced
HD HOME DEPOT INC
$8.8M
0.0%
25,317 −50 −0.2% Reduced
EXMOC EXXON MOBIL CORP
$8.1M
0.0%
80,682 −253 −0.3% Reduced
AHC HESS CORP
$6.9M
0.0%
48,150 −3,182 −6.2% Reduced
ADI ANALOG DEVICES INC
$6.9M
0.0%
34,585 −239 −0.7% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$6.4M
0.0%
61,500 +61,500 New
SNPS SYNOPSYS INC
$5.9M
0.0%
11,550 −600 −4.9% Reduced
VMC VULCAN MATERIALS CO
$5.7M
0.0%
25,200 Held
IBM INTL BUSINESS MACHINES CORP
$5.7M
0.0%
34,970 −215 −0.6% Reduced
BSX BOSTON SCIENTIFIC CORP
$5.6M
0.0%
97,095 −10 −0.0% Reduced
DE DEERE & CO
$5.3M
0.0%
13,211 Held
CX CEMEX SAB-SPONS ADR PART CER
$4.7M
0.0%
610,200 +113,700 +22.9% Added
AAPL APPLE INC
$4.7M
0.0%
24,456 Held
BRK/B BERKSHIRE HATHAWAY INC-CL B
$4.6M
0.0%
12,820 Held
AMGN AMGEN INC
$4.1M
0.0%
14,382 Held
SHEL SHELL PLC-ADR
$3.9M
0.0%
58,813 −1,200 −2.0% Reduced
DHR DANAHER CORP
$3.8M
0.0%
16,525 −400 −2.4% Reduced
HAL HALLIBURTON CO
$3.8M
0.0%
105,702 −38,398 −26.6% Reduced
PFE PFIZER INC
$3.4M
0.0%
116,385 −2,100 −1.8% Reduced
JNJ JOHNSON & JOHNSON
$3.3M
0.0%
21,097 Held
APA APA CORP
$3.2M
0.0%
87,950 −10,100 −10.3% Reduced
MSI MOTOROLA SOLUTIONS INC
$2.7M
0.0%
8,627 Held
SPGI S&P GLOBAL INC
$2.4M
0.0%
5,400 Held
PNC PNC FINANCIAL SERVICES GROUP
$2.2M
0.0%
14,275 Held
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.2M
0.0%
4 Held
MCD MCDONALD'S CORP
$2.1M
0.0%
6,950 −50 −0.7% Reduced
DEO DIAGEO PLC-SPONSORED ADR
$2.0M
0.0%
13,911 Held
ABT ABBOTT LABORATORIES
$2.0M
0.0%
17,857 Held
GLW CORNING INC
$1.7M
0.0%
56,100 −36,842 −39.6% Reduced
ABBV ABBVIE INC
$1.7M
0.0%
11,006 −170 −1.5% Reduced
HONGBP HONEYWELL INTERNATIONAL INC
$1.7M
0.0%
8,019 Held
PM PHILIP MORRIS INTERNATIONAL
$1.6M
0.0%
17,000 Held
NEE NEXTERA ENERGY INC
$1.5M
0.0%
24,000 Held
KO COCA-COLA CO
$1.5M
0.0%
24,635 Held
DWDPEUR DUPONT DE NEMOURS INC
$1.4M
0.0%
17,763 −804 −4.3% Reduced
PH PARKER HANNIFIN CORP
$1.3M
0.0%
2,850 Held
CTVA CORTEVA INC
$1.3M
0.0%
26,755 −58 −0.2% Reduced
JOYY JOYY INC-ADR
$1.3M
0.0%
31,710 +7,000 +28.3% Added
NUE NUCOR CORP
$1.2M
0.0%
6,800 Held
VIPS VIPSHOP HOLDINGS LTD - ADR
$1.2M
0.0%
66,197 +12,900 +24.2% Added
Unilever PLC
$1.2M
0.0%
23,900 Held
USB US BANCORP
$1.1M
0.0%
26,300 −400 −1.5% Reduced
CL COLGATE-PALMOLIVE CO
$1.1M
0.0%
14,000 Held
TCOM TRIP.COM GROUP LTD-ADR
$1.1M
0.0%
30,400 +6,500 +27.2% Added
EBAY EBAY INC
$1.0M
0.0%
23,410 Held
LVS LAS VEGAS SANDS CORP
$1.0M
0.0%
20,500 −11,000 −34.9% Reduced
MMM 3M CO
$1.0M
0.0%
9,224 Held
CPA COPA HOLDINGS SA-CLASS A
$994K
0.0%
9,350 +2,000 +27.2% Added
DOW DOW INC
$984K
0.0%
17,940 −584 −3.2% Reduced
AOSL ALPHA & OMEGA SEMICONDUCTOR
$933K
0.0%
35,814 +100 +0.3% Added
PYPL PAYPAL HOLDINGS INC
$918K
0.0%
14,950 −100 −0.7% Reduced
MDLZ MONDELEZ INTERNATIONAL INC-A
$858K
0.0%
11,840 Held
MO ALTRIA GROUP INC
$847K
0.0%
21,000 Held
APD AIR PRODUCTS & CHEMICALS INC
$794K
0.0%
2,900 −100 −3.3% Reduced
GIS GENERAL MILLS INC
$730K
0.0%
11,200 Held
AMP AMERIPRISE FINANCIAL INC
$694K
0.0%
1,827 Held
GPC GENUINE PARTS CO
$668K
0.0%
4,825 Held
MCO MOODY'S CORP
$665K
0.0%
1,702 Held
GPRK GEOPARK LTD
$658K
0.0%
76,814 +200 +0.3% Added
AFYA AFYA LTD-CLASS A
$640K
0.0%
29,183 +1,900 +7.0% Added
BEKE KE HOLDINGS INC-ADR
$623K
0.0%
38,440 +2,100 +5.8% Added
BLKCHF BLACKROCK INC
$609K
0.0%
750 Held
IFS INTERCORP FINANCIAL SERVICES
$593K
0.0%
27,010 +27,010 New
PEP PEPSICO INC
$522K
0.0%
3,075 Held
ELV ELEVANCE HEALTH INC
$519K
0.0%
1,100 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$371K
0.0%
26,840 +3,500 +15.0% Added
ALL ALLSTATE CORP
$366K
0.0%
2,618 Held
LMT LOCKHEED MARTIN CORP
$351K
0.0%
775 Held
PSX PHILLIPS 66
$346K
0.0%
2,600 Held
ZTS ZOETIS INC
$336K
0.0%
1,700 Held
PPG PPG INDUSTRIES INC
$329K
0.0%
2,200 Held
V VISA INC-CLASS A SHARES
$312K
0.0%
1,200 Held
CTAS CINTAS CORP
$301K
0.0%
500 Held
RIO RIO TINTO PLC-SPON ADR
$298K
0.0%
4,000 Held
LOMA LOMA NEGRA CIA IND-SPON ADR
$289K
0.0%
40,800 +1,000 +2.5% Added
VLTO VERALTO CORP
$278K
0.0%
3,382 +3,382 New
PBR PETROLEO BRASILEIRO-SPON ADR
$264K
0.0%
16,500 Held
BDX BECTON DICKINSON AND CO
$239K
0.0%
980 Held
LNC LINCOLN NATIONAL CORP
$235K
0.0%
8,700 −4,267,811 −99.8% Reduced
VZ VERIZON COMMUNICATIONS INC
$207K
0.0%
5,500 +5,500 New
Qurate Retail, Inc.
$19K
0.0%
22,000 Held

Sold positions

5 closed in Q4 2023 · shares & value as of prior filing
Holding Shares sold Prior value
VMW* VMWARE INC-CLASS A
19,732,814 $3.29B
Aegon NV
125,535,817 $602.6M
LBTYKUSD LIBERTY GLOBAL PLC- C
8,961,768 $166.3M
LBTYAUSD LIBERTY GLOBAL PLC-A
4,855,669 $83.1M
LMCA 1.375 10/15/23 LIBERTY MEDIA CORP
550,000 $607K

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.