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
AEP - American Electric Power Co., Inc.	Q1 2000	$29.79	Q1 2010	$34.17	+14.70%	Closed	History

CB - Chubb Ltd.	Q1 2025	$301.99	Open	$346.22	+14.65%	Open	History

3891289Q - Mobil Corp	Q1 1999	$88.00	Q3 1999	$100.74	+14.48%	Closed	History

677004Q - Texaco Inc	Q1 1999	$56.78	Q3 2001	$64.99	+14.46%	Closed	History

BEMC - Bergstrom Capital Corp	Q4 1999	$235.23	Q1 2000	$269.23	+14.45%	Closed	History

STT - State Street Corp.	Q1 1999	$41.12	Q4 2012	$47.05	+14.42%	Closed	History

TBBB - BBB Foods Inc.	Q1 2026	$35.37	Open	$40.46	+14.39%	Open	History

DOX - Amdocs Ltd.	Q2 2012	$29.72	Q4 2012	$33.99	+14.37%	Closed	History

A - Agilent Technologies, Inc.	Q1 2011	$31.97	Q2 2011	$36.55	+14.34%	Closed	History

SOV - Sovereign Bancorp Inc	Q2 2005	$22.34	Q1 2007	$25.50	+14.15%	Closed	History

CRW - Progress Energy Inc	Q4 2000	$49.18	Q4 2011	$56.11	+14.09%	Closed	History

PRSP - Perspecta Inc	Q2 2018	$20.54	Q2 2019	$23.42	+14.02%	Closed	History

BAYRY - Bayer Aktiengesellschaft	Q2 2004	$7.30	Q2 2005	$8.32	+13.97%	Closed	History

SON - Sonoco Products Co.	Q2 2001	$24.92	Q2 2002	$28.36	+13.80%	Closed	History

SIRO - Sirona Dental Systems Inc	Q3 2014	$76.65	Q4 2014	$87.22	+13.79%	Closed	History

YHOO - Yahoo! Inc	Q3 2014	$40.78	Q1 2017	$46.36	+13.68%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2012	$22.62	Q4 2012	$25.70	+13.62%	Closed	History

NVDA - NVIDIA Corp.	Q3 2025	$186.58	Open	$211.80	+13.52%	Open	History

ADP - Automatic Data Processing, Inc.	Q4 2013	$71.01	Q3 2015	$80.53	+13.41%	Closed	History

FE - FirstEnergy Corp.	Q1 2000	$20.61	Q2 2000	$23.37	+13.39%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 2011	$35.14	Q2 2012	$39.84	+13.38%	Closed	History

CAG - Conagra Brands, Inc.	Q2 2001	$15.41	Q3 2001	$17.47	+13.38%	Closed	History

AG4 - Allergan Inc	Q2 2000	$74.33	Q2 2001	$84.00	+13.01%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2003	$39.74	Q1 2004	$44.87	+12.91%	Closed	History

MUR - Murphy Oil Corp.	Q4 2003	$28.19	Q2 2004	$31.80	+12.81%	Closed	History

VZ - Verizon Communications Inc.	Q4 2023	$37.70	Open	$42.47	+12.65%	Open	History

ARCO - Arcos Dorados Holdings Inc.	Q4 2024	$7.28	Open	$8.20	+12.64%	Open	History

FTV - Fortive Corp.	Q2 2020	$42.59	Q3 2020	$47.97	+12.63%	Closed	History

PRU - Prudential Financial, Inc.	Q4 2001	$33.19	Q3 2003	$37.36	+12.56%	Closed	History

WMT - Walmart Inc.	Q1 1999	$15.38	Q3 2011	$17.30	+12.52%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2004	$19.30	Q1 2006	$21.67	+12.28%	Closed	History

SCHW - The Charles Schwab Corp.	Q3 2012	$12.79	Q4 2012	$14.36	+12.28%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q3 2012	$113.68	Q4 2012	$127.56	+12.21%	Closed	History

VODD - Vodafone Group Plc-Sp Adr	Q3 2006	$22.86	Q3 2011	$25.65	+12.20%	Closed	History

TFC - Truist Financial Corp.	Q3 2003	$35.97	Q3 2007	$40.34	+12.15%	Closed	History

4868 - Monsanto Company	Q1 1999	$45.94	Q1 2000	$51.50	+12.10%	Closed	History

GNW - Genworth Financial Inc-Cl A	Q2 2013	$11.41	Q3 2013	$12.79	+12.09%	Closed	History

CMCSA - Comcast Corp.	Q2 2004	$8.76	Q3 2011	$9.79	+11.84%	Closed	History

MSFT - Microsoft Corp.	Q4 2004	$26.71	Q4 2006	$29.81	+11.61%	Closed	History

SHPG - Shire Plc-Adr	Q1 2007	$61.91	Q4 2007	$68.94	+11.36%	Closed	History

FMCC - Freddie Mac	Q3 2003	$52.37	Q4 2003	$58.31	+11.34%	Closed	History

NTES - NetEase, Inc.	Q2 2021	$115.31	Open	$128.39	+11.34%	Open	History

SUNB - Sunbelt Rentals Holdings, Inc.	Q1 2026	$65.09	Open	$72.42	+11.26%	Open	History

COV - Covidien Plc	Q1 2011	$51.94	Q4 2012	$57.74	+11.17%	Closed	History

LEXEA - Liberty Expedia Holdings Inc	Q4 2016	$39.69	Q2 2018	$44.03	+10.93%	Closed	History

531621Q - Travelers Property Casualty C	Q3 2002	$13.20	Q4 2002	$14.64	+10.91%	Closed	History

NTRS - Northern Trust Corp.	Q2 2005	$45.56	Q3 2005	$50.53	+10.91%	Closed	History

BEKE - KE Holdings Inc.	Q2 2022	$17.96	Q3 2024	$19.91	+10.86%	Closed	History

AMP - Ameriprise Financial, Inc.	Q4 2005	$41.00	Q1 2010	$45.33	+10.56%	Closed	History

EXC - Exelon Corp.	Q4 2007	$58.13	Q2 2008	$64.19	+10.43%	Closed	History

KYOCY - Kyocera Corp -Spons Adr	Q3 2006	$2.67	Q1 2007	$2.94	+10.07%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q1 1999	$55.56	Q2 2012	$61.11	+9.99%	Closed	History

BALL - Ball Corp.	Q3 2018	$43.99	Q3 2022	$48.35	+9.91%	Closed	History

MAT - Mattel, Inc.	Q3 1999	$19.00	Q1 2002	$20.84	+9.68%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q1 2021	$151.56	Q1 2022	$165.98	+9.51%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q2 2000	$29.80	Q3 2000	$32.60	+9.40%	Closed	History

IEX - IDEX Corp.	Q3 2025	$162.76	Q4 2025	$177.94	+9.33%	Closed	History

AMRZ - Amrize Ltd	Q2 2025	$49.88	Q4 2025	$54.47	+9.20%	Closed	History

TEL - TE Connectivity plc	Q3 2012	$34.01	Q4 2012	$37.12	+9.14%	Closed	History

ECL - Ecolab Inc.	Q3 2009	$46.20	Q4 2010	$50.40	+9.09%	Closed	History

LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF	Q1 2020	$123.51	Q2 2020	$134.50	+8.90%	Closed	History

HUM - Humana Inc.	Q2 2024	$373.65	Open	$406.77	+8.86%	Open	History

AVP - Avon Products Inc	Q1 2006	$31.17	Q1 2010	$33.87	+8.66%	Closed	History

735429Q - Dole Food Co. Inc.	Q1 1999	$30.00	Q4 2002	$32.58	+8.60%	Closed	History

AOL - Aol Inc	Q2 2013	$36.48	Q1 2015	$39.61	+8.58%	Closed	History

CFC - Countrywide Credit	Q3 2000	$37.80	Q4 2001	$41.03	+8.54%	Closed	History

SO - The Southern Co.	Q3 2000	$19.78	Q1 2001	$21.45	+8.46%	Closed	History

FDX - FedEx Corp.	Q3 2012	$68.19	Q4 2012	$73.91	+8.39%	Closed	History

MCO - Moody's Corp.	Q3 2003	$27.49	Q1 2010	$29.76	+8.28%	Closed	History

PPG - PPG Industries, Inc.	Q2 2020	$105.91	Open	$114.66	+8.26%	Open	History

TAP.B - Travelers Property Casualty C	Q3 2002	$13.54	Q4 2002	$14.65	+8.20%	Closed	History

LILAK - Liberty Latin America Ltd.	Q1 2018	$12.21	Q3 2018	$13.20	+8.07%	Closed	History

EMC - Emc Corp/Ma	Q4 2013	$25.15	Q2 2016	$27.17	+8.03%	Closed	History

D - Dominion Energy, Inc.	Q4 2021	$78.54	Q1 2022	$84.81	+7.98%	Closed	History

5050 - Exxon Corp	Q1 1999	$70.56	Q3 1999	$76.00	+7.71%	Closed	History

MSI - Motorola Solutions, Inc.	Q1 2011	$44.69	Q2 2012	$48.11	+7.65%	Closed	History

AVY - Avery Dennison Corp.	Q1 1999	$57.50	Q1 2005	$61.82	+7.51%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2000	$29.56	Q4 2000	$31.77	+7.46%	Closed	History

929530Q - Burlington Resources, Inc.	Q1 2000	$37.00	Q2 2001	$39.74	+7.41%	Closed	History

FTV - Fortive Corp.	Q4 2024	$56.52	Open	$60.68	+7.36%	Open	History

BCC - Boise Cascade Co.	Q1 1999	$32.25	Q1 2004	$34.59	+7.26%	Closed	History

680884Q - Compaq Computer Corp	Q4 2001	$9.75	Q1 2002	$10.45	+7.18%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q3 2008	$9.43	Q4 2012	$10.10	+7.10%	Closed	History

ASR - Grupo Aeroportuario del Sureste, S. A. B. de C. V.	Q4 2024	$257.63	Open	$275.61	+6.98%	Open	History

ZTS - Zoetis Inc.	Q2 2020	$136.92	Q3 2025	$146.32	+6.87%	Closed	History

PDCO - Patterson Cos Inc	Q4 2007	$34.00	Q1 2008	$36.33	+6.85%	Closed	History

USB - U.S. Bancorp	Q2 2006	$30.88	Q2 2007	$32.94	+6.67%	Closed	History

CE - Celanese Corp.	Q2 2013	$44.80	Open	$47.75	+6.58%	Open	History

GDT - Guidant Corp	Q2 2002	$30.28	Q3 2002	$32.26	+6.54%	Closed	History

BRGYY - Bg Group Plc-Spon Adr	Q2 2007	$81.78	Q3 2007	$87.05	+6.44%	Closed	History

6684 - Hewlett Packard Co	Q2 2004	$21.10	Q3 2011	$22.45	+6.40%	Closed	History

DUK - Duke Energy Corp.	Q1 1999	$47.78	Q1 2006	$50.82	+6.37%	Closed	History

CB - Chubb Ltd.	Q1 2016	$119.15	Q2 2020	$126.69	+6.33%	Closed	History

AON-W - Aon Corp C	Q4 2010	$46.09	Q1 2012	$48.98	+6.27%	Closed	History

ALL - The Allstate Corp.	Q2 2010	$28.76	Q2 2011	$30.56	+6.26%	Closed	History

AG4 - Allergan Inc	Q3 2006	$112.79	Q4 2006	$119.53	+5.98%	Closed	History

605555Q - Sears Roebuck & Co	Q1 2000	$30.61	Q3 2000	$32.43	+5.95%	Closed	History

BAX - Baxter International Inc.	Q2 2017	$60.62	Q2 2022	$64.16	+5.84%	Closed	History

GGQ7 - Google Inc-Cl C	Q2 2014	$575.28	Q3 2015	$608.42	+5.76%	Closed	History

2972Q - Transamerica Corporation	Q1 1999	$70.89	Q2 1999	$74.94	+5.71%	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.