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  Haleon plc (HLN)
← All HLN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 146,539,663 0.81 Reduce 3.44% 0.03 $9.65–11.28 · VW $10.38i $1,466,862,027 SEC
2025   Q4 151,755,452 0.83 Reduce 1.70% 0.01 $8.76–10.16 · VW $9.54i $1,534,247,620 SEC
2025   Q3 154,384,622 0.75 Reduce 0.70% <0.01 $8.71–10.25 · VW $9.59i $1,384,830,059 SEC
2025   Q2 155,471,999 0.91 Reduce 8.09% 0.08 $9.18–11.42 · VW $10.61i $1,612,244,630 SEC
2025   Q1 169,150,936 0.99 Reduce 5.37% 0.05 $8.86–10.79 · VW $9.80i $1,740,563,131 SEC
2024   Q4 178,744,926 0.99 Reduce 0.24% <0.01 $9.10–10.21 · VW $9.73i $1,705,226,594 SEC
2024   Q3 179,172,383 1.07 Reduce 0.55% <0.01 $8.24–10.80 · VW $9.82i $1,895,643,812 SEC
2024   Q2 180,170,635 0.89 Add 1.82% 0.02 $7.99–8.68 · VW $8.35i $1,488,209,445 SEC
2024   Q1 176,953,251 0.87 Add 59.90% 0.33 $7.89–8.71 · VW $8.34i $1,502,333,101 SEC
2023   Q4 110,663,098 0.58 Add 1.16% <0.01 $7.70–8.68 · VW $8.20i $910,757,297 SEC
2023   Q3 109,397,859 0.62 Reduce 1.11% <0.01 $7.83–8.96 · VW $8.35i $911,284,165 SEC
2023   Q2 110,626,894 0.62 Reduce 1.28% <0.01 $7.98–9.05 · VW $8.61i $927,053,372 SEC
2023   Q1 112,055,605 0.62 Add 16.11% 0.09 $7.49–8.40 · VW $7.96i $912,132,625 SEC
2022   Q4 96,509,973 0.53 Add 31.55% 0.13 $5.92–8.12 · VW $6.89i $772,079,784 SEC
2022   Q3 73,365,572 0.34 Buy 0.34 $5.59–7.56 · VW $6.49i
IPO/listing quarter
$446,796,000 SEC
Price snapshot:
Current price$9.86
Avg. buy price$7.44
+/- since buy32.54%
52-week low$8.60
52-week high$11.13