John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Alcoa Inc Co (AAGBP)
← All AAGBP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q3 0 0.00 Sell 100.00% <0.01 SEC
2012   Q2 10,000 <0.01 Reduce 53.05% <0.01 $8.80 $88,000 SEC
2012   Q1 21,300 <0.01 Reduce 2.20% $10.00 $213,000 SEC
2011   Q4 21,780 <0.01 Reduce 9.93% $8.63 $188,000 SEC
2011   Q3 24,180 <0.01 $9.55 $231,000 SEC
2011   Q2 24,180 <0.01 Reduce 6.57% $15.84 $383,000 SEC
2011   Q1 25,880 <0.01 Reduce 22.00% <0.01 $17.66 $457,000 SEC
2010   Q4 33,180 <0.01 Reduce 60.36% <0.01 $15.40 $511,000 SEC
2010   Q3 83,710 <0.01 Reduce 27.84% <0.01 $12.11 $1,014,000 SEC
2010   Q2 116,010 <0.01 Reduce 13.56% <0.01 $10.06 $1,167,000 SEC
2010   Q1 134,201 <0.01 Reduce 22.29% <0.01 $14.24 $1,911,000 SEC
2009   Q4 172,701 <0.01 Reduce 32.48% <0.01 $16.12 $2,784,000 SEC
2009   Q3 255,787 <0.01 Reduce 15.17% <0.01 $13.12 $3,356,000 SEC
2009   Q2 301,517 <0.01 Reduce 15.42% <0.01 $10.33 $3,115,000 SEC
2009   Q1 356,477 <0.01 Reduce 9.59% <0.01 $7.34 $2,617,000 SEC
2008   Q4 394,283 <0.01 Reduce 26.90% <0.01 $11.26 $4,440,000 SEC
2008   Q3 539,378 0.01 Reduce 5.62% <0.01 $22.58 $12,179,000 SEC
2008   Q2 571,511 0.02 Reduce 22.57% <0.01 $35.62 $20,357,000 SEC
2008   Q1 738,066 0.03 Reduce 83.76% 0.12 $36.06 $26,615,000 SEC
2007   Q4 4,545,040 0.14 Reduce 46.22% 0.12 $36.55 $166,121,000 SEC
2007   Q3 8,451,940 0.26 Reduce 40.98% 0.18 $39.12 $330,640,000 SEC
2007   Q2 14,319,907 0.44 Reduce 4.49% 0.02 $40.53 $580,386,000 SEC
2007   Q1 14,992,992 0.42 Reduce 0.18% <0.01 $33.90 $508,262,000 SEC
2006   Q4 15,019,592 0.39 Add 4.36% 0.02 $30.01 $450,738,000 SEC
2006   Q3 14,391,740 0.39 Reduce 0.32% <0.01 $28.04 $403,544,000 SEC
2006   Q2 14,438,340 0.48 Add 0.42% <0.01 $32.36 $467,225,000 SEC
2006   Q1 14,377,687 0.46 Add 0.02% <0.01 $30.56 $439,382,000 SEC
2005   Q4 14,375,062 0.47 Add 36.71% 0.13 $29.57 $425,071,000 SEC
2005   Q3 10,515,062 0.30 Add 30.48% 0.07 $24.42 $256,778,000 SEC
2005   Q2 8,058,862 0.26 Add 0.62% <0.01 $26.13 $210,578,000 SEC
2005   Q1 8,009,262 0.30 Add 0.23% <0.01 $30.39 $243,401,000 SEC
2004   Q4 7,990,562 0.32 Reduce 0.83% <0.01 $31.42 $251,063,000 SEC
2004   Q3 8,057,504 0.39 Reduce 0.74% <0.01 $33.59 $270,652,000 SEC
2004   Q2 8,117,704 0.40 Reduce 39.23% 0.65 $33.03 $268,128,000 SEC
2004   Q1 13,358,940 1.67 Reduce 26.62% 0.61 $34.69 $463,422,000 SEC
2003   Q4 18,205,250 2.30 Add 0.39% <0.01 $38.00 $691,800,000 SEC
2003   Q3 18,134,450 1.50 Add 2.48% 0.04 $26.16 $474,397,000 SEC
2003   Q2 17,695,967 1.38 Add 3.58% 0.05 $25.50 $451,247,000 SEC
2003   Q1 17,083,579 1.03 Add 10.79% 0.10 $19.38 $331,080,000 SEC
2002   Q4 15,420,376 1.08 Add 6.52% 0.07 $22.78 $351,276,000 SEC
2002   Q3 14,476,526 0.98 Add 16.55% 0.14 $19.30 $279,397,000 SEC
2002   Q2 12,421,404 1.38 Add 11.07% 0.14 $33.15 $411,770,000 SEC
2002   Q1 11,183,384 1.39 Reduce 2.57% 0.04 $37.74 $422,061,000 SEC
2001   Q4 11,478,434 1.54 Add 4.41% 0.06 $35.55 $408,058,000 SEC
2001   Q3 10,994,094 1.48 Add 2.39% 0.03 $31.01 $340,927,000 SEC
2001   Q2 10,737,030 1.79 Reduce 28.61% 0.72 $39.40 $423,039,000 SEC
2001   Q1 15,040,530 2.53 Add 2.10% 0.05 $35.95 $540,707,000 SEC
2000   Q4 14,731,280 2.35 Add 1.43% 0.03 $33.50 $493,498,000 SEC
2000   Q3 14,523,230 1.91 Add 2.53% 0.05 $25.31 $367,619,000 SEC
2000   Q2 14,164,688 2.34 Add 112.66% 1.24 $29.00 $410,775,000 SEC
2000   Q1 6,660,694 2.75 Reduce 9.48% 0.33 $70.25 $467,913,000 SEC
1999   Q4 7,357,994 3.51 Reduce 20.90% 0.73 $83.00 $610,713,000 SEC
1999   Q3 9,301,794 3.51 Reduce 4.10% 0.13 $62.06 $577,292,000 SEC
1999   Q2 9,699,444 3.29 Reduce 15.21% 0.45 $61.87 $600,153,000 SEC
1999   Q1 11,439,694 2.96 $41.19 $471,172,000 SEC