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  Baker Hughes Co. (BKR)
← All BKR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 35,871,558 1.20 Reduce 11.99% 0.12 $45.35–67.00 · VW $57.80i $2,189,958,616 SEC
2025   Q4 40,759,438 1.00 Reduce 7.48% 0.09 $43.92–51.12 · VW $46.86i $1,856,184,807 SEC
2025   Q3 44,053,488 1.16 Reduce 1.19% 0.01 $37.77–50.93 · VW $45.81i $2,146,285,935 SEC
2025   Q2 44,582,813 0.96 Reduce 0.16% <0.01 $33.60–45.00 · VW $38.98i $1,709,305,050 SEC
2025   Q1 44,655,095 1.12 Reduce 2.20% 0.02 $40.50–49.40 · VW $44.62i $1,962,591,425 SEC
2024   Q4 45,658,130 1.09 Reduce 0.38% <0.01 $35.76–45.17 · VW $40.65i $1,872,896,493 SEC
2024   Q3 45,830,238 0.94 Reduce 0.50% <0.01 $32.25–39.05 · VW $35.82i $1,656,763,104 SEC
2024   Q2 46,058,888 0.97 Reduce 0.23% <0.01 $30.93–35.30 · VW $33.80i $1,619,891,091 SEC
2024   Q1 46,165,024 0.90 Add 9.41% 0.08 $28.32–34.65 · VW $32.16i $1,546,528,304 SEC
2023   Q4 42,193,724 0.92 Reduce 1.04% 0.01 $31.42–36.13 · VW $33.91i $1,442,181,486 SEC
2023   Q3 42,635,774 1.02 Reduce 2.84% 0.03 $31.03–37.58 · VW $34.64i $1,505,895,538 SEC
2023   Q2 43,880,654 0.93 Add 28.79% 0.21 $26.81–31.94 · VW $30.12i $1,387,067,473 SEC
2023   Q1 34,072,354 0.67 Add 9.89% 0.06 $26.12–33.12 · VW $29.37i $983,328,136 SEC
2022   Q4 31,006,837 0.63 Add 29.66% 0.14 $21.82–31.88 · VW $27.74i $915,631,897 SEC
2022   Q3 23,914,354 0.38 Add 1.54% <0.01 $20.42–29.42 · VW $23.60i $501,245,000 SEC
2022   Q2 23,552,310 0.47 Reduce 10.12% 0.06 $28.08–38.66 · VW $31.87i $679,955,000 SEC
2022   Q1 26,202,996 0.58 Reduce 43.16% 0.30 $24.10–39.78 · VW $33.43i $954,051,000 SEC
2021   Q4 46,096,111 0.69 Reduce 8.69% 0.07 $22.30–27.66 · VW $24.67i $1,109,072,000 SEC
2021   Q3 50,481,074 0.82 Reduce 1.23% <0.01 $19.23–25.87 · VW $23.28i $1,248,397,000 SEC
2021   Q2 51,108,706 0.77 Reduce 0.66% <0.01 $18.75–26.57 · VW $22.73i $1,168,856,000 SEC
2021   Q1 51,450,313 0.80 Reduce 33.11% 0.42 $19.66–25.64 · VW $22.30i $1,111,841,000 SEC
2020   Q4 76,915,685 1.27 Reduce 6.38% 0.06 $12.13–23.49 · VW $18.82i $1,603,692,000 SEC
2020   Q3 82,156,031 1.00 Reduce 9.04% 0.12 $12.96–17.77 · VW $14.67i $1,091,854,000 SEC
2020   Q2 90,324,036 1.28 Reduce 3.63% 0.04 $9.44–19.30 · VW $14.71i $1,390,087,000 SEC
2020   Q1 93,727,915 1.07 Add 22.82% 0.20 $9.12–25.99 · VW $15.20i $984,143,000 SEC
2019   Q4 76,314,466 1.50 Reduce 0.77% 0.01 $20.92–25.90 · VW $24.15i $1,955,940,000 SEC
2019   Q3 76,902,950 1.47 Add 28.91% 0.33 $20.43–25.95 · VW $23.19i $1,784,148,000 SEC
2019   Q2 59,654,298 1.19 Add 1.07% 0.01 $20.60–28.15 · VW $24.46i $1,469,285,000 SEC
2019   Q1 59,024,104 1.35 Add 7.63% 0.10 $20.54–28.65 · VW $25.64i $1,636,148,000 SEC
2018   Q4 54,838,110 1.09 Add 38.29% 0.30 $20.09–34.06 · VW $25.22i $1,179,019,000 SEC
2018   Q3 39,653,536 1.03 Add 4.22% 0.04 $30.45–35.55 · VW $33.28i $1,341,479,000 SEC
2018   Q2 38,046,639 1.02 Add 2.66% 0.03 $27.18–37.76 · VW $32.66i $1,256,680,000 SEC
2018   Q1 37,059,953 0.85 Add 14.28% 0.11 $25.53–37.23 · VW $30.18i $1,029,155,000 SEC
2017   Q4 32,428,460 0.81 Add 36.26% 0.22 $29.62–37.10 · VW $32.79i $1,026,036,000 SEC
2017   Q3 23,798,371 0.72 Buy 0.72 $32.43–57.73 · VW $42.26i $871,496,000 SEC
Price snapshot:
Current price$57.66
Avg. buy price$28.18
+/- since buy104.60%
52-week low$37.72
52-week high$70.18