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  KE Holdings Inc. (BEKE)
← All BEKE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% <0.01 $17.51–25.89 · VW $20.86i SEC
2024   Q3 18,440 <0.01 Reduce 52.03% <0.01 $12.92–26.05 · VW $18.06i $367,140 SEC
2024   Q2 38,440 <0.01 $14.15 $543,926 SEC
2024   Q1 38,440 <0.01 $13.73 $527,781 SEC
2023   Q4 38,440 <0.01 Add 5.78% $14.44–17.25 · VW $15.49i $623,112 SEC
2023   Q3 36,340 <0.01 Add 13.56% $13.71–19.95 · VW $16.29i $563,997 SEC
2023   Q2 32,000 <0.01 $14.85 $475,200 SEC
2023   Q1 32,000 <0.01 Add 4.92% $14.37–21.08 · VW $18.44i $602,880 SEC
2022   Q4 30,500 <0.01 Add 41.20% <0.01 $9.09–18.44 · VW $13.96i $425,780 SEC
2022   Q3 21,600 <0.01 Reduce 42.09% <0.01 $13.07–18.85 · VW $16.15i $378,000 SEC
2022   Q2 37,300 <0.01 Buy <0.01 $10.60–19.35 · VW $14.26i $670,000 SEC
Price snapshot:
Current price$16.07
52-week low$13.81
52-week high$20.60