Copy Invest | Sonar Terminal

John Gunn - Dodge & Cox

1398 trades · 1176 closed · 222 open · Win rate: 48.3% · Avg return: +46.7% · Median return: 0%

⚠ 6 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
OCR - Omnicare Inc	Q1 2006	$54.94	Q1 2006	$54.94	+0.00%	Closed	History

OCSL - Oaktree Specialty Lending Corp.	Q2 2022	$19.62	Q2 2022	$19.62	+0.00%	Closed	History

ORCL - Oracle Corp.	Q1 2016	$40.89	Q1 2016	$40.89	+0.00%	Closed	History

ORI - Old Republic International Corp.	Q1 2000	$7.33	Q1 2000	$7.33	+0.00%	Closed	History

OXY - Occidental Petroleum Corp.	Q4 2012	$73.40	Q4 2012	$73.40	+0.00%	Closed	History

P - Everpure, Inc.	Q1 2023	$25.51	Q1 2023	$25.51	+0.00%	Closed	History

PAC - Grupo Aeroportuario Del-Adr	Q1 2006	$31.95	Q1 2006	$31.95	+0.00%	Closed	History

PBG - Pepsi Bottling Group	Q2 2005	$28.56	Q2 2005	$28.56	+0.00%	Closed	History

PBG - Pepsi Bottling Group Inc	Q1 2006	$30.42	Q1 2006	$30.42	+0.00%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q1 2011	$40.36	Q1 2011	$40.36	+0.00%	Closed	History

PCG - PG&E Corp.	Q4 2006	$47.42	Q4 2006	$47.42	+0.00%	Closed	History

PCRFY - Panasonic Corp-Spon Adr	Q4 2012	$6.07	Q4 2012	$6.07	+0.00%	Closed	History

PCRFY - Panasonic Corp-Spon Adr	Q2 2013	$8.09	Q2 2013	$8.09	+0.00%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q1 2000	$14.81	Q1 2000	$14.81	+0.00%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q3 2000	$22.35	Q3 2000	$22.35	+0.00%	Closed	History

PGR - The Progressive Corp.	Q3 2008	$17.38	Q3 2008	$17.38	+0.00%	Closed	History

PHD - Phelps Dodge Corp	Q3 2000	$41.75	Q3 2000	$41.75	+0.00%	Closed	History

PHS - Pacificare Health Systems	Q1 2000	$49.74	Q1 2000	$49.74	+0.00%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q4 2012	$58.31	Q4 2012	$58.31	+0.00%	Closed	History

PPL - PPL Corp.	Q3 2000	$19.45	Q3 2000	$19.45	+0.00%	Closed	History

PZM - Pittston Co - Minerals Group	Q1 1999	$1.63	Q1 1999	$1.63	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q3 2002	$20.70	Q3 2002	$20.70	+0.00%	Closed	History

QWC - Qwest Communications Internat	Q1 2002	$8.23	Q1 2002	$8.23	+0.00%	Closed	History

R - Ryder System, Inc.	Q3 2000	$18.43	Q3 2000	$18.43	+0.00%	Closed	History

RA - Brookfield Real Assets Income Fund Inc	Q2 2022	$18.45	Q2 2022	$18.45	+0.00%	Closed	History

RIO - Rio Tinto Group	Q4 2012	$58.08	Q4 2012	$58.08	+0.00%	Closed	History

RML - Russell Corp	Q3 2000	$15.87	Q3 2000	$15.87	+0.00%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2000	$30.23	Q3 2000	$30.23	+0.00%	Closed	History

ROP - Roper Technologies, Inc.	Q2 2022	$394.44	Q2 2022	$394.44	+0.00%	Closed	History

RRD - Rr Donnelley & Sons Co	Q4 2006	$35.49	Q4 2006	$35.49	+0.00%	Closed	History

RTN - Raytheon Co. (new) Common	Q1 2002	$41.03	Q1 2002	$41.03	+0.00%	Closed	History

RTN - Raytheon Company	Q1 2006	$45.83	Q1 2006	$45.83	+0.00%	Closed	History

RTN - Raytheon Co	Q3 2018	$206.45	Q3 2018	$206.45	+0.00%	Closed	History

RTOLY - Rio Tinto-Spons Adr	Q1 1999	$55.67	Q1 1999	$55.67	+0.00%	Closed	History

SBUX - Starbucks Corp.	Q1 2016	$59.69	Q1 2016	$59.69	+0.00%	Closed	History

SCG - Scana Corp	Q3 2000	$30.86	Q3 2000	$30.86	+0.00%	Closed	History

SEBL - Siebel Systems	Q1 2002	$32.59	Q1 2002	$32.59	+0.00%	Closed	History

SHW - The Sherwin-Williams Co.	Q3 2001	$7.41	Q3 2001	$7.41	+0.00%	Closed	History

SI6 - Smith International Inc	Q1 2007	$48.07	Q1 2007	$48.07	+0.00%	Closed	History

SLRC - SLR Investment Corp	Q2 2022	$14.60	Q2 2022	$14.60	+0.00%	Closed	History

SMAR - Smartsheet, Inc.	Q1 2023	$47.80	Q1 2023	$47.80	+0.00%	Closed	History

SNOW - Snowflake Inc.	Q1 2023	$154.29	Q1 2023	$154.29	+0.00%	Closed	History

SNY - Sanofi	Q4 2012	$47.38	Q4 2012	$47.38	+0.00%	Closed	History

SO - The Southern Co.	Q1 2002	$26.50	Q1 2002	$26.50	+0.00%	Closed	History

SON - Sonoco Products Co.	Q4 2003	$24.63	Q4 2003	$24.63	+0.00%	Closed	History

SONY - Sony Group Corp.	Q4 2012	$2.24	Q4 2012	$2.24	+0.00%	Closed	History

SONY - Sony Group Corp.	Q2 2013	$4.24	Q2 2013	$4.24	+0.00%	Closed	History

SPLS* - Staples Inc	Q2 2008	$23.76	Q2 2008	$23.76	+0.00%	Closed	History

SPNT - SiriusPoint Ltd.	Q1 2002	$15.30	Q1 2002	$15.30	+0.00%	Closed	History

SPNT - SiriusPoint Ltd.	Q2 2013	$7.02	Q2 2013	$7.02	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2008	$90.24	Q4 2008	$90.24	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2014	$196.76	Q3 2014	$196.76	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q1 2021	$396.33	Q1 2021	$396.33	+0.00%	Closed	History

SRCL - Stericycle Inc	Q4 2007	$59.50	Q4 2007	$59.50	+0.00%	Closed	History

SRE - Sempra	Q2 2016	$56.92	Q2 2016	$56.92	+0.00%	Closed	History

SSCCQ - Smurfit-Stone Container Corp	Q3 2001	$13.23	Q3 2001	$13.23	+0.00%	Closed	History

SSNC - SS&C Technologies Holdings, Inc.	Q2 2022	$58.02	Q2 2022	$58.02	+0.00%	Closed	History

STM - Stmicroelectronics NV	Q3 2014	$7.66	Q3 2014	$7.66	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q3 2000	$6.80	Q3 2000	$6.80	+0.00%	Closed	History

SUNW - Sun Microsystems Inc	Q1 2002	$8.83	Q1 2002	$8.83	+0.00%	Closed	History

SWN - Southwestern Energy Co	Q3 2014	$34.95	Q3 2014	$34.95	+0.00%	Closed	History

SWY - Safeway Inc	Q1 1999	$51.25	Q1 1999	$51.25	+0.00%	Closed	History

SWY - Safeway Inc	Q3 2008	$23.70	Q3 2008	$23.70	+0.00%	Closed	History

SYK - Stryker Corp.	Q4 2004	$48.26	Q4 2004	$48.26	+0.00%	Closed	History

SYY - Sysco Corp.	Q4 2006	$36.72	Q4 2006	$36.72	+0.00%	Closed	History

SYY - Sysco Corp.	Q1 2016	$46.72	Q1 2016	$46.72	+0.00%	Closed	History

TECD - Tech Data Corp	Q3 2001	$37.88	Q3 2001	$37.88	+0.00%	Closed	History

TFC - Truist Financial Corp.	Q3 2008	$37.83	Q3 2008	$37.83	+0.00%	Closed	History

THO - THOR Industries, Inc.	Q2 2022	$74.80	Q2 2022	$74.80	+0.00%	Closed	History

TIN - Temple Inland Inc	Q1 2000	$49.77	Q1 2000	$49.77	+0.00%	Closed	History

TIN - Temple Inland Inc	Q3 2001	$47.50	Q3 2001	$47.50	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2006	$6.20	Q1 2006	$6.20	+0.00%	Closed	History

TLAB - Tellabs Inc	Q3 2001	$9.90	Q3 2001	$9.90	+0.00%	Closed	History

TLK - Telekomunik Indonesia-Sp Adr	Q4 2012	$18.48	Q4 2012	$18.48	+0.00%	Closed	History

TMT - Tcw/Dw Term Trust 2003	Q3 2002	$10.80	Q3 2002	$10.80	+0.00%	Closed	History

TMUSR - T-Mobile US, Inc., Rights	Q2 2020	$0.17	Q2 2020	$0.17	+0.00%	Closed	History

TNB - Thomas & Betts Corp	Q1 2000	$28.13	Q1 2000	$28.13	+0.00%	Closed	History

TNL - Travel + Leisure Co.	Q2 2022	$38.86	Q2 2022	$38.86	+0.00%	Closed	History

TOY - Toys R Us Inc	Q2 2000	$14.56	Q2 2000	$14.56	+0.00%	Closed	History

TPR - Tapestry, Inc.	Q3 2018	$50.25	Q3 2018	$50.25	+0.00%	Closed	History

TRV - The Travelers Companies, Inc.	Q4 2012	$71.82	Q4 2012	$71.82	+0.00%	Closed	History

TWTC - Tw Telecom Inc	Q3 2014	$41.63	Q3 2014	$41.63	+0.00%	Closed	History

TWX - Time Warner Inc	Q4 2003	$53.97	Q4 2003	$53.97	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q2 2020	$126.99	Q2 2020	$126.99	+0.00%	Closed	History

TYI - Tyco International Ltd	Q3 2001	$45.47	Q3 2001	$45.47	+0.00%	Closed	History

TYI - Tyco International Ltd	Q3 2002	$14.10	Q3 2002	$14.10	+0.00%	Closed	History

UBS - UBS Group AG	Q3 2015	$18.53	Q3 2015	$18.53	+0.00%	Closed	History

UDS - Ultramar Diamond Shamrock Cor	Q3 2000	$25.38	Q3 2000	$25.38	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2001	$52.00	Q3 2001	$52.00	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2018	$116.82	Q3 2018	$116.82	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2023	$193.99	Q1 2023	$193.99	+0.00%	Closed	History

USX - Usx-U S Steel Group	Q3 2000	$15.21	Q3 2000	$15.21	+0.00%	Closed	History

UTX - United Technologies Corp	Q3 2013	$107.82	Q3 2013	$107.82	+0.00%	Closed	History

UTX - United Technologies Corp	Q1 2014	$117.01	Q1 2014	$117.01	+0.00%	Closed	History

VAC - Marriott Vacations Worldwide Corp	Q2 2022	$116.00	Q2 2022	$116.00	+0.00%	Closed	History

VAR - Varian Medical Systems Inc	Q2 2001	$71.49	Q2 2001	$71.49	+0.00%	Closed	History

VARI - Varian Inc	Q2 2001	$32.30	Q2 2001	$32.30	+0.00%	Closed	History

VAS - Viasys Healthcare Inc	Q4 2001	$20.21	Q4 2001	$20.21	+0.00%	Closed	History

VCA - Vca Antech Inc	Q4 2007	$44.20	Q4 2007	$44.20	+0.00%	Closed	History

VLTO - Veralto Corp.	Q4 2023	$82.26	Q4 2023	$82.26	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.