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  DNOW Inc. (DNOW)
← All DNOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q2 0 0.00 Sell 100.00% <0.01 $15.77–19.64 · VW $17.63i SEC
2016   Q1 28,575 <0.01 Reduce 98.85% 0.04 $12.03–20.08 · VW $15.52i $506,000 SEC
2015   Q4 2,485,246 0.04 Reduce 21.08% 0.01 $14.85–18.95 · VW $16.96i $39,317,000 SEC
2015   Q3 3,149,097 0.05 Add 0.41% <0.01 $14.00–20.01 · VW $16.71i $46,607,000 SEC
2015   Q2 3,136,222 0.06 Reduce 4.34% <0.01 $19.60–25.86 · VW $22.67i $62,442,000 SEC
2015   Q1 3,278,568 0.07 Reduce 1.30% <0.01 $20.00–27.68 · VW $23.43i $70,948,000 SEC
2014   Q4 3,321,593 0.08 Reduce 1.94% <0.01 $22.03–30.42 · VW $27.33i $85,465,000 SEC
2014   Q3 3,387,327 0.10 Reduce 0.45% <0.01 $29.85–37.25 · VW $32.36i $103,009,000 SEC
2014   Q2 3,402,802 0.12 Buy 0.12 $31.37–37.65 · VW $35.08i
IPO/listing quarter
$123,215,000 SEC
Price snapshot:
Current price$13.05
52-week low$10.94
52-week high$17.26