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  Carrier Global Corp. (CARR)
← All CARR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 26,622,273 0.82 Add 98.36% 0.41 $50.24–68.33 · VW $59.06i $1,499,100,193 SEC
2025   Q4 13,421,292 0.38 Reduce 0.05% <0.01 $50.30–62.33 · VW $55.34i $709,181,069 SEC
2025   Q3 13,427,697 0.43 Add 5.10% 0.02 $58.32–81.09 · VW $66.84i $801,633,511 SEC
2025   Q2 12,776,049 0.53 Reduce 10.58% 0.06 $54.22–76.63 · VW $68.51i $935,079,026 SEC
2025   Q1 14,288,350 0.52 Reduce 0.12% <0.01 $55.87–70.93 · VW $65.79i $905,881,390 SEC
2024   Q4 14,305,840 0.57 Reduce 0.28% <0.01 $66.63–83.32 · VW $74.52i $976,516,638 SEC
2024   Q3 14,346,499 0.65 Reduce 0.14% <0.01 $61.21–81.64 · VW $70.65i $1,154,749,705 SEC
2024   Q2 14,367,024 0.54 Reduce 0.10% <0.01 $53.33–66.50 · VW $61.43i $906,271,874 SEC
2024   Q1 14,381,701 0.48 Reduce 0.30% <0.01 $53.13–60.87 · VW $56.40i $836,008,279 SEC
2023   Q4 14,424,756 0.53 Reduce 0.56% <0.01 $45.68–59.18 · VW $52.47i $828,702,232 SEC
2023   Q3 14,505,956 0.54 Reduce 1.07% <0.01 $48.35–60.04 · VW $55.16i $800,728,771 SEC
2023   Q2 14,663,181 0.49 Reduce 1.54% <0.01 $40.28–50.08 · VW $43.99i $728,906,728 SEC
2023   Q1 14,893,181 0.47 Reduce 9.10% 0.04 $41.12–49.17 · VW $44.94i $681,363,031 SEC
2022   Q4 16,384,156 0.47 Reduce 7.56% 0.04 $33.10–45.22 · VW $39.92i $675,846,435 SEC
2022   Q3 17,723,181 0.48 Reduce 3.82% 0.02 $34.69–44.60 · VW $39.40i $630,236,000 SEC
2022   Q2 18,427,496 0.46 Reduce 0.43% <0.01 $34.12–45.72 · VW $38.62i $657,125,000 SEC
2022   Q1 18,506,790 0.52 Reduce 5.96% 0.04 $42.45–54.64 · VW $46.51i $848,906,000 SEC
2021   Q4 19,679,517 0.66 Reduce 9.49% 0.07 $49.93–57.97 · VW $54.10i $1,067,417,000 SEC
2021   Q3 21,742,442 0.74 Reduce 9.78% 0.08 $47.53–58.89 · VW $53.87i $1,125,389,000 SEC
2021   Q2 24,100,662 0.77 Reduce 13.98% 0.12 $42.01–49.10 · VW $44.75i $1,171,292,000 SEC
2021   Q1 28,018,581 0.85 Reduce 10.29% 0.10 $34.21–43.48 · VW $38.94i $1,182,944,000 SEC
2020   Q4 31,233,856 0.93 Reduce 11.86% 0.12 $31.45–41.48 · VW $36.85i $1,178,141,000 SEC
2020   Q3 35,438,170 0.99 Reduce 2.22% 0.02 $23.13–31.56 · VW $28.26i $1,082,282,000 SEC
2020   Q2 36,242,473 0.74 Buy 0.74 $12.26–24.40 · VW $17.65i $805,308,000 SEC
Price snapshot:
Current price$68.61
Avg. buy price$40.04
+/- since buy71.35%
52-week low$49.85
52-week high$80.15