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
LVNTA - Liberty Ventures	Q4 2014	$37.72	Q3 2016	$39.87	+5.70%	Closed	History

LNC - Lincoln National Corp.	Q1 1999	$49.49	Q2 1999	$52.30	+5.69%	Closed	History

611864Q - Westvaco Corp	Q2 2001	$24.31	Q3 2001	$25.69	+5.68%	Closed	History

SATS - EchoStar Corp.	Q1 2008	$29.54	Q2 2008	$31.20	+5.62%	Closed	History

TWX - Time Warner Inc	Q3 2012	$45.33	Q4 2012	$47.83	+5.52%	Closed	History

3605818Q - Hca - The Healthcare Company	Q2 2000	$30.37	Q2 2003	$32.04	+5.50%	Closed	History

ZAYO - Zayo Group Holdings Inc	Q4 2016	$32.86	Q4 2019	$34.65	+5.45%	Closed	History

236555Q - Bestfoods	Q2 2000	$69.06	Q3 2000	$72.81	+5.43%	Closed	History

INTC - Intel Corp.	Q4 2004	$23.40	Q3 2005	$24.67	+5.43%	Closed	History

EBAY - eBay Inc.	Q3 2012	$20.37	Q4 2012	$21.47	+5.39%	Closed	History

8394653Q - Prologis	Q3 2005	$44.32	Q4 2005	$46.70	+5.37%	Closed	History

BIM - Biomet Inc	Q3 2005	$34.78	Q4 2005	$36.57	+5.15%	Closed	History

RDS.A - Royal Dutch Shell Plc	Q3 2005	$65.64	Q4 2012	$68.95	+5.04%	Closed	History

SYK - Stryker Corp.	Q2 2005	$47.60	Q3 2010	$50.00	+5.04%	Closed	History

AMP - Ameriprise Financial, Inc.	Q4 2011	$49.75	Q2 2012	$52.23	+4.98%	Closed	History

MO - Altria Group, Inc.	Q1 2003	$29.96	Q4 2012	$31.42	+4.87%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2003	$58.39	Q4 2003	$61.16	+4.74%	Closed	History

CMCSA - Comcast Corp.	Q3 2012	$16.76	Q4 2012	$17.52	+4.50%	Closed	History

LNC - Lincoln National Corp.	Q4 2001	$48.51	Q1 2002	$50.67	+4.45%	Closed	History

ECA - Encana Corp	Q1 2002	$29.74	Q1 2010	$31.03	+4.34%	Closed	History

WHR - Whirlpool Corp.	Q4 2014	$193.64	Q1 2015	$201.82	+4.22%	Closed	History

RDS.B - Royal Dutch Shell Plc	Q3 2005	$68.87	Q2 2011	$71.75	+4.18%	Closed	History

41IS - Unilever Plc-Sponsored Adr	Q2 2011	$32.39	Q2 2012	$33.73	+4.14%	Closed	History

NCRA - News Corp-Cl A	Q3 2012	$735.90	Q4 2012	$766.20	+4.12%	Closed	History

SRE - Sempra	Q2 2014	$52.48	Q1 2015	$54.57	+3.98%	Closed	History

BA - The Boeing Co.	Q2 2010	$62.69	Q4 2010	$65.17	+3.96%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q4 2021	$631.52	Open	$656.12	+3.90%	Open	History

RRD - Rr Donnelley & Sons Co	Q1 2011	$18.90	Q2 2011	$19.60	+3.70%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q1 2023	$152.26	Q2 2023	$157.83	+3.66%	Closed	History

SNPS - Synopsys, Inc.	Q2 2008	$23.91	Q3 2010	$24.77	+3.60%	Closed	History

ADT - ADT Inc.	Q2 2013	$39.85	Q1 2016	$41.26	+3.54%	Closed	History

MSFT - Microsoft Corp.	Q3 2007	$29.45	Q4 2009	$30.47	+3.46%	Closed	History

6684 - Hewlett-Packard Co	Q2 2013	$24.80	Q3 2015	$25.61	+3.27%	Closed	History

MS - Morgan Stanley	Q4 2004	$55.49	Q1 2005	$57.30	+3.26%	Closed	History

SI6 - Smith International	Q3 2004	$60.81	Q1 2005	$62.79	+3.26%	Closed	History

AWE - At&t Wireless Services	Q2 2004	$14.32	Q3 2004	$14.78	+3.21%	Closed	History

PAYX - Paychex, Inc.	Q3 2005	$37.00	Q4 2005	$38.17	+3.16%	Closed	History

SO - The Southern Co.	Q4 2004	$33.52	Q4 2005	$34.58	+3.16%	Closed	History

571300Q - Gte Corp	Q1 1999	$60.50	Q2 2000	$62.25	+2.89%	Closed	History

NCC - National City Corp	Q3 2001	$29.94	Q1 2002	$30.78	+2.81%	Closed	History

SPNT - SiriusPoint Ltd.	Q3 2012	$5.52	Q4 2012	$5.67	+2.72%	Closed	History

DOW - Dow Inc.	Q2 2012	$31.50	Q4 2012	$32.32	+2.60%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2010	$81.28	Q2 2012	$83.35	+2.55%	Closed	History

CWR - Compuware Corp	Q2 2013	$10.35	Q3 2014	$10.61	+2.51%	Closed	History

SMMX - Symyx Technologies	Q3 2003	$21.54	Q1 2005	$22.06	+2.41%	Closed	History

EG - Everest Group, Ltd.	Q3 2005	$98.00	Q4 2005	$100.33	+2.38%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2001	$33.82	Q2 2002	$34.62	+2.37%	Closed	History

AMGN - Amgen Inc.	Q3 2012	$84.32	Q4 2012	$86.32	+2.37%	Closed	History

HSIC - Henry Schein, Inc.	Q3 2005	$16.73	Q4 2005	$17.13	+2.34%	Closed	History

SRE - Sempra	Q1 1999	$9.60	Q3 2002	$9.81	+2.24%	Closed	History

TWC - Time Warner Cable	Q3 2012	$95.06	Q4 2012	$97.19	+2.24%	Closed	History

NVS - Novartis AG	Q3 2001	$34.91	Q3 2002	$35.61	+2.00%	Closed	History

ECA - Encana Corp	Q3 2019	$4.60	Q4 2019	$4.69	+1.96%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2024	$185.13	Q1 2025	$188.16	+1.64%	Closed	History

RRD - R R Donnelley & Sons Co	Q1 1999	$32.19	Q1 2006	$32.71	+1.62%	Closed	History

INTC - Intel Corp.	Q1 2008	$21.14	Q2 2008	$21.47	+1.56%	Closed	History

COST - Costco Wholesale Corp.	Q2 2011	$81.11	Q3 2011	$82.22	+1.37%	Closed	History

ALL - The Allstate Corp.	Q3 2012	$39.61	Q4 2012	$40.15	+1.36%	Closed	History

INTC - Intel Corp.	Q1 1999	$29.70	Q4 2000	$30.07	+1.26%	Closed	History

602721Q - Six Continents Plc- Spon Adr	Q3 2002	$9.64	Q1 2003	$9.76	+1.24%	Closed	History

BAX - Baxter International Inc.	Q2 2013	$37.61	Q2 2015	$38.07	+1.21%	Closed	History

FVB - First Virginia Banks Inc	Q3 2000	$42.68	Q2 2003	$43.16	+1.12%	Closed	History

PFE - Pfizer Inc.	Q3 2012	$23.58	Q4 2012	$23.80	+0.93%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q3 2014	$34.90	Q4 2014	$35.20	+0.86%	Closed	History

BNI - Burlington Northern SAnta Fe	Q1 2000	$22.74	Q2 2000	$22.93	+0.84%	Closed	History

CVX - Chevron Corp.	Q1 2012	$107.24	Q4 2012	$108.14	+0.84%	Closed	History

DVN - Devon Energy Corp.	Q3 2005	$68.61	Q1 2007	$69.17	+0.82%	Closed	History

MTG - MGIC Investment Corp.	Q2 2005	$65.24	Q4 2005	$65.75	+0.78%	Closed	History

AON - Aon plc	Q3 2025	$356.58	Open	$358.89	+0.65%	Open	History

NLOK - Symantec Corp	Q2 2009	$15.56	Q4 2011	$15.65	+0.58%	Closed	History

FNMA - Fannie Mae	Q1 2001	$79.62	Q1 2002	$79.85	+0.29%	Closed	History

HES - Hess Corp	Q2 2006	$52.85	Q4 2012	$52.99	+0.26%	Closed	History

MOLX - Molex Inc	Q4 2007	$27.29	Q4 2012	$27.33	+0.15%	Closed	History

BKB - Bankboston Corp	Q1 1999	$43.31	Q3 1999	$43.37	+0.14%	Closed	History

FE - FirstEnergy Corp.	Q1 2004	$39.08	Q1 2010	$39.11	+0.08%	Closed	History

0981096D - Peco Energy Co	Q3 2000	$60.57	Q3 2000	$60.57	+0.00%	Closed	History

1028411Q - Gillette Company	Q2 2002	$33.88	Q2 2002	$33.88	+0.00%	Closed	History

1396 - Georgia Pacific Corp	Q1 2002	$29.93	Q1 2002	$29.93	+0.00%	Closed	History

1669Q - Seagate Technology	Q1 2000	$61.70	Q1 2000	$61.70	+0.00%	Closed	History

178171Q - Crown Cork & Seal Co	Q1 2000	$15.95	Q1 2000	$15.95	+0.00%	Closed	History

2235894Q - Lucent Technologies Inc	Q4 1999	$74.74	Q4 1999	$74.74	+0.00%	Closed	History

2235894Q - Lucent Technologies Inc	Q3 2001	$5.75	Q3 2001	$5.75	+0.00%	Closed	History

2235894Q - Lucent Technologies Inc	Q1 2002	$4.73	Q1 2002	$4.73	+0.00%	Closed	History

2727195Q - Household Int'l	Q3 2000	$56.62	Q3 2000	$56.62	+0.00%	Closed	History

2727195Q - Household Int'l	Q1 2002	$56.84	Q1 2002	$56.84	+0.00%	Closed	History

2745Q - Airtouch Communications, Inc	Q1 1999	$96.67	Q1 1999	$96.67	+0.00%	Closed	History

282996Q - Houghton Mifflin Co	Q2 2001	$60.00	Q2 2001	$60.00	+0.00%	Closed	History

2968900Q - Clear Channel Communications	Q3 2000	$56.60	Q3 2000	$56.60	+0.00%	Closed	History

297504Q - Trw Inc	Q2 1999	$54.65	Q2 1999	$54.65	+0.00%	Closed	History

297504Q - Trw Inc	Q1 2000	$58.34	Q1 2000	$58.34	+0.00%	Closed	History

297504Q - Trw Inc	Q3 2000	$40.62	Q3 2000	$40.62	+0.00%	Closed	History

3022239Q - Wendy's International	Q2 2000	$17.81	Q2 2000	$17.81	+0.00%	Closed	History

3221Q - Sundstrand Corp	Q1 1999	$69.50	Q1 1999	$69.50	+0.00%	Closed	History

3310045Q - Imagistics International Inc	Q4 2001	$12.38	Q4 2001	$12.38	+0.00%	Closed	History

3346Q - U.s. Bancorp	Q2 2000	$19.24	Q2 2000	$19.24	+0.00%	Closed	History

3517233Q - Ust Inc	Q2 2000	$14.69	Q2 2000	$14.69	+0.00%	Closed	History

3621240Q - Bank One Corp	Q2 2004	$51.00	Q2 2004	$51.00	+0.00%	Closed	History

362626Q - Blackrock Strat Term Clsd End	Q3 2002	$9.92	Q3 2002	$9.92	+0.00%	Closed	History

3692470Q - Alltel Corp	Q3 2000	$52.19	Q3 2000	$52.19	+0.00%	Closed	History

3692470Q - Alltel Corp	Q3 2001	$57.95	Q3 2001	$57.95	+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.