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  Humana Inc. (HUM)
← All HUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,380,673 1.08 Add 0.80% <0.01 $163.11–315.66 · VW $261.40i $1,973,294,891 SEC
2025   Q4 11,290,435 1.56 Reduce 0.42% <0.01 $169.61–285.61 · VW $215.25i $2,891,819,117 SEC
2025   Q3 11,338,186 1.59 Reduce 0.13% <0.01 $221.50–315.35 · VW $260.87i $2,949,855,852 SEC
2025   Q2 11,352,920 1.56 Add 5.56% 0.08 $206.87–304.07 · VW $271.53i $2,775,561,882 SEC
2025   Q1 10,755,215 1.62 Add 5.46% 0.08 $212.45–298.00 · VW $247.86i $2,845,829,889 SEC
2024   Q4 10,198,040 1.51 Add 106.69% 0.78 $231.65–307.28 · VW $269.78i $2,587,344,728 SEC
2024   Q3 4,933,995 0.88 Add 14.52% 0.11 $213.31–382.72 · VW $297.47i $1,562,793,576 SEC
2024   Q2 4,308,536 0.97 Buy 0.97 $343.17–406.46 · VW $368.03i $1,609,884,476 SEC
Price snapshot:
Current price$406.00
Avg. buy price$301.72
+/- since buy34.56%
52-week low$161.90
52-week high$415.00