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  Golden West Financial Corp (GDW)
← All GDW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 1.42 $0.14–0.20 · VW $0.16i SEC
2006   Q3 19,201,038 1.42 Reduce 1.35% 0.02 $0.13–0.24 · VW $0.18i $1,483,280,000 SEC
2006   Q2 19,463,012 1.47 Add 0.46% <0.01 $0.19–0.49 · VW $0.34i $1,444,155,000 SEC
2006   Q1 19,373,521 1.38 Reduce 0.78% 0.01 $0.17–0.33 · VW $0.28i $1,315,462,000 SEC
2005   Q4 19,526,113 1.43 Reduce 0.72% <0.01 $0.14–0.36 · VW $0.24i $1,288,723,000 SEC
2005   Q3 19,667,385 1.36 Reduce 0.68% 0.01 $0.14–0.33 · VW $0.21i $1,168,046,000 SEC
2005   Q2 19,801,501 1.56 Reduce 1.37% 0.02 $0.19–0.50 · VW $0.31i $1,274,821,000 SEC
2005   Q1 20,075,581 1.50 Reduce 0.35% <0.01 $0.36–0.74 · VW $0.54i $1,214,573,000 SEC
2004   Q4 20,146,436 1.58 Add 99.13% 0.79 $0.33–0.52 · VW $0.42i $1,237,394,000 SEC
2004   Q3 10,117,411 1.64 Reduce 1.07% 0.02 $0.17–0.41 · VW $0.28i $1,122,527,000 SEC
2004   Q2 10,226,456 1.64 Buy 1.64 $0.14–0.30 · VW $0.23i $1,087,584,000 SEC
2003   Q3 0 0.00 Sell 100.00% 2.71 $0.25–0.77 · VW $0.51i SEC
2003   Q2 11,044,171 2.71 Add 0.36% <0.01 $0.50–1.10 · VW $0.86i $883,644,000 SEC
2003   Q1 11,004,095 2.46 Reduce 10.92% 0.30 $0.88–1.49 · VW $1.14i
IPO/listing quarter
$791,525,000 SEC
2002   Q4 12,353,648 2.73 Reduce 11.54% 0.35 $71.81 $887,115,000 SEC
2002   Q3 13,964,578 3.04 Add 0.78% 0.02 $62.18 $868,317,000 SEC
2002   Q2 13,856,304 3.19 Reduce 0.58% 0.02 $68.78 $953,037,000 SEC
2002   Q1 13,936,504 2.92 Add 10.63% 0.28 $63.50 $884,968,000 SEC
2001   Q4 12,596,954 2.79 Add 10.80% 0.27 $58.85 $741,331,000 SEC
2001   Q3 11,368,752 2.87 Reduce 1.26% 0.04 $58.10 $660,524,000 SEC
2001   Q2 11,514,228 3.14 Add 1.11% 0.03 $64.24 $739,674,000 SEC
2001   Q1 11,387,428 3.46 Reduce 1.20% 0.04 $64.90 $739,044,000 SEC
2000   Q4 11,526,235 3.70 Reduce 2.20% 0.07 $67.50 $778,021,000 SEC
2000   Q3 11,785,636 3.29 Reduce 11.69% 0.36 $53.63 $632,005,000 SEC
2000   Q2 13,346,461 3.10 Add 3.48% 0.10 $40.81 $544,702,000 SEC
2000   Q1 12,897,111 2.37 Reduce 2.41% 0.06 $31.19 $402,228,000 SEC
1999   Q4 13,216,228 2.55 Add 194.44% 1.68 $33.50 $442,743,000 SEC
1999   Q3 4,488,526 2.69 Add 1.56% 0.04 $98.31 $441,278,000 SEC
1999   Q2 4,419,529 2.37 Add 6.75% 0.15 $98.00 $433,113,000 SEC
1999   Q1 4,140,026 2.49 $95.50 $395,372,000 SEC