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  Cardinal Health, Inc. (CAH)
← All CAH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2011   Q2 0 0.00 Sell 100.00% <0.01 $42.87–47.06 · VW $44.56i SEC
2011   Q1 9,000 <0.01 Reduce 87.18% <0.01 $38.92–44.61 · VW $42.41i $370,000 SEC
2010   Q4 70,200 <0.01 Reduce 23.45% <0.01 $34.10–42.20 · VW $39.27i $2,689,000 SEC
2010   Q3 91,700 <0.01 Reduce 40.69% <0.01 $29.69–34.91 · VW $33.10i $3,030,000 SEC
2010   Q2 154,600 <0.01 Reduce 58.50% <0.01 $31.42–36.27 · VW $33.32i $5,196,000 SEC
2010   Q1 372,551 0.02 Reduce 93.56% 0.23 $31.89–36.66 · VW $34.41i $13,423,000 SEC
2009   Q4 5,786,917 0.25 Reduce 83.24% 1.04 $28.22–33.80 · VW $31.70i $186,570,000 SEC
2009   Q3 34,527,000 1.24 Reduce 10.98% 0.21 $24.87–35.87 · VW $29.69i $925,324,000 SEC
2009   Q2 38,785,337 1.89 Reduce 0.96% 0.02 $28.97–37.23 · VW $33.17i $1,184,892,000 SEC
2009   Q1 39,159,987 2.37 Reduce 2.02% 0.04 $27.75–39.87 · VW $33.80i $1,232,756,000 SEC
2008   Q4 39,966,262 2.18 Reduce 1.87% 0.04 $27.79–41.37 · VW $35.60i $1,377,637,000 SEC
2008   Q3 40,727,656 2.35 Reduce 0.37% <0.01 $34.50–56.45 · VW $43.05i $2,007,059,000 SEC
2008   Q2 40,879,339 2.08 Reduce 1.11% 0.02 $49.95–57.35 · VW $53.68i $2,108,556,000 SEC
2008   Q1 41,336,446 2.07 Reduce 0.14% <0.01 $49.23–62.00 · VW $54.43i $2,170,577,000 SEC
2007   Q4 41,392,623 2.03 Reduce 0.34% <0.01 $54.51–68.23 · VW $60.25i $2,390,424,000 SEC
2007   Q3 41,531,893 2.01 Reduce 2.47% 0.06 $61.66–71.19 · VW $66.96i $2,596,989,000 SEC
2007   Q2 42,584,978 2.30 Reduce 1.12% 0.03 $64.96–73.00 · VW $67.90i $3,008,203,000 SEC
2007   Q1 43,069,213 2.62 Add 0.23% <0.01 $69.17–76.15 · VW $71.76i $3,141,899,000 SEC
2006   Q4 42,968,563 2.41 Add 10.35% 0.23 $61.15–73.34 · VW $68.64i $2,768,465,000 SEC
2006   Q3 38,936,719 2.44 Add 1.03% 0.02 $63.00–70.89 · VW $66.45i $2,559,700,000 SEC
2006   Q2 38,540,049 2.52 Reduce 0.60% 0.02 $62.35–68.66 · VW $66.00i $2,479,281,000 SEC
2006   Q1 38,772,738 3.03 Reduce 0.36% 0.01 $66.79–75.74 · VW $69.96i $2,889,344,000 SEC
2005   Q4 38,913,433 2.97 Reduce 0.42% 0.01 $60.15–75.50 · VW $69.23i $2,675,299,000 SEC
2005   Q3 39,076,339 2.88 Reduce 0.04% <0.01 $57.47–65.00 · VW $61.66i $2,479,003,000 SEC
2005   Q2 39,092,873 2.76 Add 3.19% 0.09 $54.98–61.10 · VW $58.55i $2,250,968,000 SEC
2005   Q1 37,885,973 2.61 Add 8.27% 0.20 $52.85–60.67 · VW $56.36i $2,114,037,000 SEC
2004   Q4 34,991,899 2.60 Add 9.58% 0.23 $45.53–58.76 · VW $53.54i $2,034,779,000 SEC
2004   Q3 31,932,347 2.04 Add 77.39% 0.89 $36.08–48.71 · VW $43.85i $1,397,679,000 SEC
2004   Q2 18,000,797 1.90 Buy 1.90 $42.95–76.54 · VW $54.66i $1,260,956,000 SEC
2004   Q1 0 0.00 Sell 100.00% 2.52 $63.55–73.91 · VW $70.24i SEC
2003   Q4 12,364,597 2.52 Add 354.95% 1.97 $56.75–64.93 · VW $61.93i $756,219,000 SEC
2003   Q3 2,717,819 0.50 Buy 0.50 $54.02–60.90 · VW $58.09i $158,693,000 SEC
2002   Q3 0 0.00 Sell 100.00% <0.01 $51.25–71.95 · VW $64.14i SEC
2002   Q2 10,744 <0.01 Reduce 25.52% <0.01 $46.60–71.90 · VW $58.70i $660,000 SEC
2002   Q1 14,425 <0.01 Reduce 5.37% <0.01 $62.43–73.70 · VW $68.48i $1,023,000 SEC
2001   Q4 15,244 <0.01 Reduce 19.10% <0.01 $60.30–70.10 · VW $65.44i $986,000 SEC
2001   Q3 18,844 <0.01 Reduce 10.37% <0.01 $66.05–76.65 · VW $69.94i $1,394,000 SEC
2001   Q2 21,025 <0.01 Reduce 7.89% <0.01 $64.00–77.32 · VW $71.65i $1,451,000 SEC
2001   Q1 22,827 <0.01 Reduce 23.21% <0.01 $56.67–69.42 · VW $64.50i $1,472,000 SEC
2000   Q4 29,727 <0.01 Reduce 12.38% <0.01 $58.00–69.96 · VW $63.83i $1,974,000 SEC
2000   Q3 33,927 0.01 Reduce 98.78% 0.77 $46.00–64.38 · VW $57.85i $1,995,000 SEC
2000   Q2 2,789,412 0.78 Add 64.26% 0.31 $36.67–49.96 · VW $45.21i $137,610,000 SEC
2000   Q1 1,698,177 0.31 Buy 0.31 $24.67–37.92 · VW $33.10i $51,935,000 SEC
Price snapshot:
Current price$233.66
52-week low$136.33
52-week high$243.21