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Overview/ Dodge & Cox/ Q4 2024

Dodge & Cox

CIK 0000200217 · As of Q4 2024 · filed Feb 13, 2025

Q4 2024

Holdings

214 positions · Δ vs prior quarter
SCHW SCHWAB (CHARLES) CORP
$6.61B
3.8%
89,369,528 −218,310 −0.2% Reduced
FISV FISERV INC
$6.61B
3.8%
32,192,395 −531,372 −1.6% Reduced
JCI JOHNSON CONTROLS INTERNATION
$6.34B
3.7%
80,369,871 −4,997,505 −5.9% Reduced
RTX RTX CORP
$5.15B
3.0%
44,491,403 +92,487 +0.2% Added
WFC WELLS FARGO & CO
$4.95B
2.9%
70,452,850 −16,496,760 −19.0% Reduced
MET METLIFE INC
$4.43B
2.6%
54,154,554 −502,027 −0.9% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.96B
2.3%
11,547,176 −90,127 −0.8% Reduced
FDX FEDEX CORP
$3.91B
2.3%
13,889,624 +734,268 +5.6% Added
BKNG BOOKING HOLDINGS INC
$3.89B
2.3%
783,572 −5,586 −0.7% Reduced
MSFT MICROSOFT CORP
$3.82B
2.2%
9,061,091 −39,701 −0.4% Reduced
AMZN AMAZON.COM INC
$3.77B
2.2%
17,172,957 −107,963 −0.6% Reduced
SNY SANOFI-ADR
$3.63B
2.1%
75,220,588 −1,076,595 −1.4% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$3.46B
2.0%
70,002,502 −8,008,546 −10.3% Reduced
GOOG ALPHABET INC-CL C
$3.45B
2.0%
18,131,757 −6,761,511 −27.2% Reduced
BNY BANK OF NEW YORK MELLON CORP
$3.43B
2.0%
44,699,198 −3,825,751 −7.9% Reduced
CVS CVS HEALTH CORP
$3.15B
1.8%
70,105,899 +7,075,209 +11.2% Added
COF CAPITAL ONE FINANCIAL CORP
$3.08B
1.8%
17,284,997 −1,377,295 −7.4% Reduced
GILD GILEAD SCIENCES INC
$3.04B
1.8%
32,947,717 −98,020 −0.3% Reduced
CMCSA COMCAST CORP-CLASS A
$2.97B
1.7%
79,102,667 +5,039,823 +6.8% Added
FIS FIDELITY NATIONAL INFO SERV
$2.77B
1.6%
34,327,527 −6,745,769 −16.4% Reduced
IFF INTL FLAVORS & FRAGRANCES
$2.66B
1.5%
31,437,763 +3,355,381 +11.9% Added
HUM HUMANA INC
$2.59B
1.5%
10,198,040 +5,264,045 +106.7% Added
NSC NORFOLK SOUTHERN CORP
$2.51B
1.5%
10,689,209 −173,630 −1.6% Reduced
CI THE CIGNA GROUP
$2.42B
1.4%
8,772,608 −16,806 −0.2% Reduced
GE GENERAL ELECTRIC
$2.36B
1.4%
14,161,304 −15,732 −0.1% Reduced
GSK GSK PLC-SPON ADR
$2.31B
1.3%
68,440,912 +353,749 +0.5% Added
TEL TE CONNECTIVITY PLC
$2.28B
1.3%
15,965,609 −24,577 −0.2% Reduced
GOOGL ALPHABET INC-CL A
$2.27B
1.3%
12,005,162 +16,345 +0.1% Added
UBS UBS GROUP AG-REG
$2.24B
1.3%
73,497,042 +125,600 +0.2% Added
META META PLATFORMS INC-CLASS A
$2.23B
1.3%
3,810,837 −1,877 −0.0% Reduced
GS GOLDMAN SACHS GROUP INC
$2.22B
1.3%
3,870,536 −1,509,556 −28.1% Reduced
AVTR AVANTOR INC
$2.09B
1.2%
99,145,770 +30,727,673 +44.9% Added
TMUS T-MOBILE US INC
$2.07B
1.2%
9,382,681 −188,368 −2.0% Reduced
UNH UNITEDHEALTH GROUP INC
$2.07B
1.2%
4,093,228 +191,018 +4.9% Added
ZBH ZIMMER BIOMET HOLDINGS INC
$2.02B
1.2%
19,118,436 +2,044,645 +12.0% Added
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$2.00B
1.2%
39,996,830 +8,670,940 +27.7% Added
WMB WILLIAMS COS INC
$1.97B
1.1%
36,348,514 −923,112 −2.5% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$1.93B
1.1%
6,663,154 +64,960 +1.0% Added
BKR BAKER HUGHES CO
$1.87B
1.1%
45,658,130 −172,108 −0.4% Reduced
HLN HALEON PLC-ADR
$1.71B
1.0%
178,744,926 −427,457 −0.2% Reduced
REGN REGENERON PHARMACEUTICALS
$1.65B
1.0%
2,321,316 +9,381 +0.4% Added
SBAC SBA COMMUNICATIONS CORP
$1.50B
0.9%
7,346,255 +5,722,740 +352.5% Added
BAX BAXTER INTERNATIONAL INC
$1.47B
0.9%
50,377,294 +5,779,100 +13.0% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$1.41B
0.8%
18,330,397 −19,177 −0.1% Reduced
CSCO CISCO SYSTEMS INC
$1.41B
0.8%
23,738,670 −82,877 −0.3% Reduced
BAC BANK OF AMERICA CORP
$1.37B
0.8%
31,060,084 −22,147,719 −41.6% Reduced
GEHC GE HEALTHCARE TECHNOLOGY
$1.30B
0.8%
16,675,508 +11,867 +0.1% Added
LYB LYONDELLBASELL INDU-CL A
$1.26B
0.7%
16,965,832 +851,365 +5.3% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$1.23B
0.7%
14,469,770 −3,616,800 −20.0% Reduced
D DOMINION ENERGY INC
$1.22B
0.7%
22,623,133 −64,740 −0.3% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.19B
0.7%
12,214,665 −7,211 −0.1% Reduced
SUI SUN COMMUNITIES INC
$1.18B
0.7%
9,606,018 +3,644,853 +61.1% Added
COP CONOCOPHILLIPS
$1.13B
0.7%
11,423,586 −7,845 −0.1% Reduced
HPQ HP INC
$1.10B
0.6%
33,745,905 −76,270 −0.2% Reduced
AEP AMERICAN ELECTRIC POWER
$1.07B
0.6%
11,575,220 −5,285 −0.0% Reduced
INCY INCYTE CORP
$1.03B
0.6%
14,919,633 −356,460 −2.3% Reduced
FOXA FOX CORP - CLASS A
$1.02B
0.6%
21,098,016 −7,357,231 −25.9% Reduced
SU SUNCOR ENERGY INC
$1.02B
0.6%
28,452,054 −958,200 −3.3% Reduced
ELAN ELANCO ANIMAL HEALTH INC
$1.01B
0.6%
83,180,666 −134,884 −0.2% Reduced
BAP CREDICORP LTD
$978.4M
0.6%
5,337,180 −73,700 −1.4% Reduced
CARR CARRIER GLOBAL CORP
$976.5M
0.6%
14,305,840 −40,659 −0.3% Reduced
COHR COHERENT CORP
$969.9M
0.6%
10,239,099 −400,275 −3.8% Reduced
BMRN BIOMARIN PHARMACEUTICAL INC
$969.3M
0.6%
14,746,235 +847,917 +6.1% Added
CE CELANESE CORP
$942.5M
0.5%
13,618,062 +6,818,993 +100.3% Added
VFC VF CORP
$910.9M
0.5%
42,447,650 −65,200 −0.2% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$871.2M
0.5%
15,402,468 −225,275 −1.4% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$835.2M
0.5%
14,571,189 −48,275 −0.3% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$833.1M
0.5%
3,540,262 −82,273 −2.3% Reduced
STT STATE STREET CORP
$728.8M
0.4%
7,425,244 −2,030,568 −21.5% Reduced
AEG AEGON LTD-NY REG SHR
$693.6M
0.4%
117,764,090 −19,992 −0.0% Reduced
GAP GAP INC
$681.1M
0.4%
28,824,721 −48,625 −0.2% Reduced
GLPI GAMING AND LEISURE PROPERTIE
$650.1M
0.4%
13,498,634 +5,797,299 +75.3% Added
HMC HONDA MOTOR CO LTD-SPONS ADR
$630.2M
0.4%
22,074,900 −1,475 −0.0% Reduced
MDT MEDTRONIC PLC
$612.0M
0.4%
7,661,125 +897,635 +13.3% Added
FTV FORTIVE CORP
$583.5M
0.3%
7,779,907 +7,779,907 New
JD JD.COM INC-ADR
$579.8M
0.3%
16,723,441 −5,759,008 −25.6% Reduced
NTR NUTRIEN LTD
$560.4M
0.3%
12,523,259 +40,800 +0.3% Added
LIN LINDE PLC
$556.7M
0.3%
1,329,590 +2,600 +0.2% Added
FOX FOX CORP - CLASS B
$518.7M
0.3%
11,341,200 +10,185 +0.1% Added
XP XP INC - CLASS A
$511.4M
0.3%
43,153,245 +8,291,500 +23.8% Added
TRP TC ENERGY CORP
$509.7M
0.3%
10,953,200 Held
BIDU BAIDU INC - SPON ADR
$498.8M
0.3%
5,916,215 +22,000 +0.4% Added
CPNG COUPANG INC
$444.6M
0.3%
20,229,320 +123,900 +0.6% Added
NBIX NEUROCRINE BIOSCIENCES INC
$411.7M
0.2%
3,016,425 +1,728,605 +134.2% Added
YUMC YUM CHINA HOLDINGS INC
$410.0M
0.2%
8,512,162 −2,172,600 −20.3% Reduced
OXY/WS OCCIDENTAL PETROLEUM-CW27
$392.7M
0.2%
14,252,820 −1,550 −0.0% Reduced
TECK TECK RESOURCES LTD-CLS B
$346.9M
0.2%
8,558,940 −725,902 −7.8% Reduced
NWSA NEWS CORP - CLASS A
$321.2M
0.2%
11,662,685 +1,245,278 +12.0% Added
BHF BRIGHTHOUSE FINANCIAL INC
$320.4M
0.2%
6,669,575 Held
ECHO ECHOSTAR CORP-A
$307.2M
0.2%
13,416,003 −51,350 −0.4% Reduced
CX CEMEX SAB-SPONS ADR PART CER
$279.9M
0.2%
49,622,009 +48,942,309 +7200.6% Added
NTES NETEASE INC-ADR
$236.4M
0.1%
2,649,876 +15,900 +0.6% Added
HDB HDFC BANK LTD-ADR
$208.9M
0.1%
3,271,600 +356,300 +12.2% Added
FLUT FLUTTER ENTERTAINMENT PLC-DI
$162.5M
0.1%
628,878 +4,400 +0.7% Added
LPLA LPL FINANCIAL HOLDINGS INC
$153.5M
0.1%
470,109 +454,553 +2922.0% Added
AXP AMERICAN EXPRESS CO
$118.5M
0.1%
399,340 −11,325 −2.8% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$107.9M
0.1%
64,212,690 Held
SNREN SUNRISE COMMUNICAT-CL A
$98.6M
0.1%
2,289,925 +2,289,925 New
FMS FRESENIUS MEDICAL CARE-ADR
$94.5M
0.1%
4,173,510 Held
LBTYK LIBERTY GLOBAL LTD-C
$87.8M
0.1%
6,682,068 Held
ITUB ITAU UNIBANCO H-SPON PRF ADR
$82.4M
0.0%
16,621,005 +1,058,400 +6.8% Added
CDNS CADENCE DESIGN SYS INC
$75.4M
0.0%
250,917 −6,860 −2.7% Reduced
JPM JPMORGAN CHASE & CO
$70.3M
0.0%
293,280 −10,295 −3.4% Reduced
UNP UNION PACIFIC CORP
$63.4M
0.0%
278,219 −4,013 −1.4% Reduced
LBTYA LIBERTY GLOBAL LTD-A
$60.8M
0.0%
4,767,561 Held
GEV GE VERNOVA INC
$59.0M
0.0%
179,322 −3,018 −1.7% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$34.9M
0.0%
608,865 −9,061 −1.5% Reduced
LLY ELI LILLY & CO
$34.6M
0.0%
44,797 −293 −0.6% Reduced
DIS WALT DISNEY CO
$33.6M
0.0%
301,612 −2,569 −0.8% Reduced
CVX CHEVRON CORP
$26.6M
0.0%
183,553 −325 −0.2% Reduced
TRV TRAVELERS COS INC
$26.1M
0.0%
108,188 −4,382 −3.9% Reduced
SLB SLB LTD
$23.8M
0.0%
620,516 −25,000 −3.9% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$21.2M
0.0%
107,500 Held
WMT WALMART INC
$16.6M
0.0%
183,310 −13,800 −7.0% Reduced
PG PROCTER & GAMBLE CO
$15.8M
0.0%
94,426 −302 −0.3% Reduced
MRK MERCK & CO. INC.
$15.7M
0.0%
157,351 −900 −0.6% Reduced
TGT TARGET CORP
$15.4M
0.0%
113,719 −1,055 −0.9% Reduced
CAT CATERPILLAR INC
$15.2M
0.0%
41,976 −300 −0.7% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$13.6M
0.0%
26,121 −645 −2.4% Reduced
HD HOME DEPOT INC
$9.4M
0.0%
24,222 −210 −0.9% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$9.4M
0.0%
143,710 −5,325 −3.6% Reduced
ADBE ADOBE INC
$9.3M
0.0%
20,950 −267 −1.3% Reduced
BSX BOSTON SCIENTIFIC CORP
$8.5M
0.0%
94,795 −500 −0.5% Reduced
EXMOC EXXON MOBIL CORP
$8.4M
0.0%
78,461 −1,225 −1.5% Reduced
IBM INTL BUSINESS MACHINES CORP
$7.5M
0.0%
34,120 −150 −0.4% Reduced
JNPR* JUNIPER NETWORKS INC
$7.0M
0.0%
187,600 −13,321,638 −98.6% Reduced
NESR NATIONAL ENERGY SERVICES REU
$6.9M
0.0%
768,089 +768,089 New
ADI ANALOG DEVICES INC
$6.6M
0.0%
31,185 −630 −2.0% Reduced
VMC VULCAN MATERIALS CO
$6.3M
0.0%
24,500 −200 −0.8% Reduced
AHC HESS CORP
$6.1M
0.0%
45,950 −600 −1.3% Reduced
AAPL APPLE INC
$6.0M
0.0%
23,868 Held
BRK/B BERKSHIRE HATHAWAY INC-CL B
$5.8M
0.0%
12,703 Held
SNPS SYNOPSYS INC
$5.5M
0.0%
11,350 Held
AVGO BROADCOM INC
$5.4M
0.0%
23,460 −11,880 −33.6% Reduced
DE DEERE & CO
$5.4M
0.0%
12,761 −275 −2.1% Reduced
MSI MOTOROLA SOLUTIONS INC
$4.0M
0.0%
8,627 Held
DHR DANAHER CORP
$3.8M
0.0%
16,525 Held
AMGN AMGEN INC
$3.7M
0.0%
14,282 Held
SHEL SHELL PLC-ADR
$3.6M
0.0%
57,613 Held
IWD ISHARES RUSSELL 1000 VALUE E
$3.2M
0.0%
17,100 +17,100 New
JNJ JOHNSON & JOHNSON
$3.1M
0.0%
21,097 Held
PFE PFIZER INC
$3.0M
0.0%
111,560 −1,225 −1.1% Reduced
DELL DELL TECHNOLOGIES -C
$2.9M
0.0%
25,265 −7,295 −22.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$2.9M
0.0%
135,675 −56,108 −29.3% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$2.8M
0.0%
14,275 Held
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.7M
0.0%
4 Held
SPGI S&P GLOBAL INC
$2.7M
0.0%
5,400 Held
TFC TRUIST FINANCIAL CORP
$2.4M
0.0%
56,346 −25,693,714 −99.8% Reduced
HAL HALLIBURTON CO
$2.2M
0.0%
80,660 −500 −0.6% Reduced
PM PHILIP MORRIS INTERNATIONAL
$2.0M
0.0%
17,000 Held
OTIS OTIS WORLDWIDE CORP
$2.0M
0.0%
21,810 Held
ABT ABBOTT LABORATORIES
$2.0M
0.0%
17,857 Held
ABBV ABBVIE INC
$2.0M
0.0%
11,006 Held
GLW CORNING INC
$1.9M
0.0%
40,450 −2,000 −4.7% Reduced
MCD MCDONALD'S CORP
$1.9M
0.0%
6,550 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.8M
0.0%
8,019 Held
DEO DIAGEO PLC-SPONSORED ADR
$1.7M
0.0%
13,511 Held
NEE NEXTERA ENERGY INC
$1.7M
0.0%
23,600 Held
PH PARKER HANNIFIN CORP
$1.6M
0.0%
2,500 −350 −12.3% Reduced
KO COCA-COLA CO
$1.5M
0.0%
24,635 Held
JOYY JOYY INC-ADR
$1.5M
0.0%
34,966 Held
VIPS VIPSHOP HOLDINGS LTD - ADR
$1.4M
0.0%
101,997 Held
Unilever PLC
$1.4M
0.0%
23,900 Held
CTVA CORTEVA INC
$1.3M
0.0%
23,482 −166 −0.7% Reduced
DWDPEUR DUPONT DE NEMOURS INC
$1.3M
0.0%
17,383 −200 −1.1% Reduced
CL COLGATE-PALMOLIVE CO
$1.3M
0.0%
14,000 Held
LVS LAS VEGAS SANDS CORP
$1.2M
0.0%
23,686 −4,714 −16.6% Reduced
AMG AFFILIATED MANAGERS GROUP
$1.2M
0.0%
6,500 +6,500 New
MMM 3M CO
$1.2M
0.0%
9,224 Held
TCOM TRIP.COM GROUP LTD-ADR
$1.2M
0.0%
17,200 −900 −5.0% Reduced
MO ALTRIA GROUP INC
$1.1M
0.0%
21,000 Held
APA APA CORP
$991K
0.0%
42,900 −3,800 −8.1% Reduced
AMP AMERIPRISE FINANCIAL INC
$973K
0.0%
1,827 Held
PYPL PAYPAL HOLDINGS INC
$943K
0.0%
11,050 −350 −3.1% Reduced
GPRK GEOPARK LTD
$916K
0.0%
98,845 +22,031 +28.7% Added
EBAY EBAY INC
$911K
0.0%
14,700 −510 −3.4% Reduced
LYV LIVE NATION ENTERTAINMENT IN
$907K
0.0%
7,000 +7,000 New
ACMR ACM RESEARCH INC-CLASS A
$809K
0.0%
53,592 +10,592 +24.6% Added
ARCO ARCOS DORADOS HOLDINGS INC-A
$772K
0.0%
106,000 +106,000 New
BLK BLACKROCK INC
$769K
0.0%
750 +750 New
IFS INTERCORP FINANCIAL SERVICES
$759K
0.0%
25,869 Held
MCO MOODY'S CORP
$741K
0.0%
1,566 Held
NUE NUCOR CORP
$724K
0.0%
6,200 Held
GIS GENERAL MILLS INC
$714K
0.0%
11,200 Held
MDLZ MONDELEZ INTERNATIONAL INC-A
$707K
0.0%
11,840 Held
DOW DOW INC
$655K
0.0%
16,322 −100 −0.6% Reduced
CPA COPA HOLDINGS SA-CLASS A
$646K
0.0%
7,350 Held
KSPI JSC KASPI.KZ ADR
$609K
0.0%
6,426 +900 +16.3% Added
GPC GENUINE PARTS CO
$545K
0.0%
4,665 −10 −0.2% Reduced
MGM MGM RESORTS INTERNATIONAL
$537K
0.0%
15,500 +15,500 New
DLO DLOCAL LTD
$506K
0.0%
44,900 Held
ALL ALLSTATE CORP
$505K
0.0%
2,618 Held
AFYA AFYA LTD-CLASS A
$496K
0.0%
31,262 +2,079 +7.1% Added
PEP PEPSICO INC
$468K
0.0%
3,075 Held
ASR GRUPO AEROPORTUARIO SUR-ADR
$464K
0.0%
1,800 +1,800 New
ELV ELEVANCE HEALTH INC
$406K
0.0%
1,100 Held
ABEV AMBEV SA-ADR
$381K
0.0%
206,200 +206,200 New
LMT LOCKHEED MARTIN CORP
$377K
0.0%
775 Held
LOMA LOMA NEGRA CIA IND-SPON ADR
$369K
0.0%
30,900 +100 +0.3% Added
CTAS CINTAS CORP
$365K
0.0%
2,000 Held
CIBEUR BANCOLOMBIA S.A.-SPONS ADR
$356K
0.0%
11,300 +300 +2.7% Added
NOAH NOAH HOLDINGS LTD-SPON ADS
$314K
0.0%
26,840 Held
PSX PHILLIPS 66
$296K
0.0%
2,600 Held
V VISA INC-CLASS A SHARES
$284K
0.0%
900 Held
USB US BANCORP
$277K
0.0%
5,800 −5,000 −46.3% Reduced
ZTS ZOETIS INC
$277K
0.0%
1,700 Held
PPG PPG INDUSTRIES INC
$263K
0.0%
2,200 Held
ISRG INTUITIVE SURGICAL INC
$261K
0.0%
500 Held
RIO RIO TINTO PLC-SPON ADR
$235K
0.0%
4,000 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$222K
0.0%
17,300 +800 +4.8% Added
BDX BECTON DICKINSON AND CO
$222K
0.0%
980 Held
VZ VERIZON COMMUNICATIONS INC
$220K
0.0%
5,500 Held
CIG CIA ENERGETICA DE-SPON ADR
$27K
0.0%
15,000 +15,000 New
Qurate Retail, Inc.
$7K
0.0%
22,000 Held

Sold positions

3 closed in Q4 2024 · shares & value as of prior filing
Holding Shares sold Prior value
BLKCHF BLACKROCK INC
750 $712K
BEKE KE HOLDINGS INC-ADR
18,440 $367K
CB CHUBB LTD
722 $208K

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.