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  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 24,937,450 2.31 Add 36.26% 0.61 $150.62–220.75 · VW $179.41i $4,199,785,779 SEC
2025   Q4 18,302,025 2.12 Add 8.44% 0.17 $182.84–225.00 · VW $204.94i $3,920,535,342 SEC
2025   Q3 16,877,050 1.97 Reduce 7.58% 0.18 $213.56–233.58 · VW $221.74i $3,644,949,990 SEC
2025   Q2 18,261,825 2.38 Reduce 5.87% 0.12 $163.85–231.96 · VW $206.78i $4,228,883,511 SEC
2025   Q1 19,400,200 2.04 Reduce 0.97% 0.02 $171.18–211.28 · VW $191.83i $3,574,999,015 SEC
2024   Q4 19,589,300 2.27 Reduce 0.71% 0.01 $162.44–213.49 · VW $195.84i $3,893,114,796 SEC
2024   Q3 19,728,950 1.88 Reduce 0.08% <0.01 $127.20–170.92 · VW $153.27i $3,324,028,195 SEC
2024   Q2 19,745,100 1.88 Reduce 0.28% <0.01 $135.76–161.60 · VW $147.47i $3,128,808,546 SEC
2024   Q1 19,801,150 1.67 Reduce 0.24% <0.01 $135.36–156.72 · VW $143.02i $2,873,447,842 SEC
2023   Q4 19,848,050 1.79 Reduce 0.65% 0.01 $109.32–143.22 · VW $124.07i $2,816,215,997 SEC
2023   Q3 19,978,875 1.67 Reduce 0.94% 0.01 $104.98–130.07 · VW $120.33i $2,464,554,062 SEC
2023   Q2 20,169,475 1.46 Reduce 2.41% 0.04 $98.28–111.47 · VW $104.80i $2,178,569,537 SEC
2023   Q1 20,668,275 1.50 Reduce 0.67% <0.01 $80.22–106.43 · VW $98.32i $2,192,829,572 SEC
2022   Q4 20,807,350 1.16 Reduce 2.30% 0.02 $64.67–86.09 · VW $77.26i $1,677,305,452 SEC
2022   Q3 21,296,850 1.06 Add 0.20% <0.01 $65.67–86.44 · VW $74.45i $1,399,808,000 SEC
2022   Q2 21,254,275 1.03 Reduce 1.96% 0.02 $68.12–96.73 · VW $84.83i $1,486,941,000 SEC
2022   Q1 21,678,225 1.24 Add 4.67% 0.06 $71.86–108.63 · VW $91.70i $2,036,409,000 SEC
2021   Q4 20,710,550 1.24 Reduce 3.83% 0.05 $82.29–107.49 · VW $92.96i $1,987,575,000 SEC
2021   Q3 21,534,525 1.34 Reduce 4.00% 0.05 $82.14–101.60 · VW $90.39i $2,044,807,000 SEC
2021   Q2 22,432,425 1.29 Reduce 2.19% 0.03 $86.47–100.64 · VW $93.90i $1,963,367,000 SEC
2021   Q1 22,935,125 1.53 Reduce 20.85% 0.43 $74.43–98.78 · VW $88.36i $2,137,407,000 SEC
2020   Q4 28,976,675 2.05 Reduce 6.56% 0.13 $63.56–89.12 · VW $76.86i $2,581,555,000 SEC
2020   Q3 31,010,475 1.95 Reduce 15.85% 0.34 $64.04–78.65 · VW $70.33i $2,121,960,000 SEC
2020   Q2 36,853,350 2.17 Reduce 13.80% 0.34 $48.12–74.88 · VW $62.00i $2,347,323,000 SEC
2020   Q1 42,751,725 2.50 Add 20.00% 0.42 $44.29–83.76 · VW $64.95i $2,300,590,000 SEC
2019   Q4 35,625,125 2.25 Reduce 1.36% 0.03 $73.07–83.31 · VW $78.81i $2,926,576,000 SEC
2019   Q3 36,114,800 2.34 Add 0.15% <0.01 $70.20–83.27 · VW $77.31i $2,835,171,000 SEC
2019   Q2 36,062,475 2.20 Add 22.09% 0.40 $65.62–75.81 · VW $71.32i $2,704,267,000 SEC
2019   Q1 29,537,800 1.70 Add 1.77% 0.03 $65.48–78.09 · VW $70.47i $2,061,632,000 SEC
2018   Q4 29,023,425 1.84 Add 4.46% 0.08 $64.25–80.78 · VW $73.71i $1,999,621,000 SEC
2018   Q3 27,784,650 1.70 Add 61.45% 0.65 $72.62–85.28 · VW $79.07i $2,204,990,000 SEC
2018   Q2 17,209,550 1.14 Reduce 5.83% 0.07 $79.20–88.07 · VW $84.01i $1,395,412,000 SEC
2018   Q1 18,275,750 1.26 Buy 1.26 $68.56–89.16 · VW $79.05i $1,520,828,000 SEC
Price snapshot:
Current price$175.80
Avg. buy price$108.73
+/- since buy61.68%
52-week low$149.76
52-week high$229.86