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  International Flavors & Fragrances Inc. (IFF)
← All IFF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,472,942 1.45 Add 0.20% <0.01 $65.49–83.89 · VW $75.14i $2,646,111,942 SEC
2025   Q4 36,401,042 1.32 Reduce 1.55% 0.02 $62.06–84.45 · VW $76.25i $2,453,066,220 SEC
2025   Q3 36,972,638 1.23 Add 5.49% 0.06 $59.14–70.11 · VW $66.24i $2,275,296,143 SEC
2025   Q2 35,047,387 1.45 Add 3.77% 0.05 $62.33–79.99 · VW $69.94i $2,577,735,314 SEC
2025   Q1 33,774,607 1.49 Add 7.43% 0.10 $65.85–83.42 · VW $75.28i $2,621,247,249 SEC
2024   Q4 31,437,763 1.55 Add 11.95% 0.17 $78.91–91.37 · VW $84.03i $2,658,062,862 SEC
2024   Q3 28,082,382 1.67 Reduce 0.44% <0.01 $85.40–106.77 · VW $94.51i $2,946,684,343 SEC
2024   Q2 28,206,607 1.61 Add 1.72% 0.03 $92.22–104.17 · VW $100.13i $2,685,551,052 SEC
2024   Q1 27,729,011 1.38 Add 79.58% 0.61 $74.79–99.91 · VW $90.29i $2,384,417,656 SEC
2023   Q4 15,440,725 0.79 Buy 0.79 $72.94–83.41 · VW $77.28i $1,250,235,503 SEC
2007   Q1 0 0.00 Sell 100.00% <0.01 $45.71–52.99 · VW $50.01i SEC
2006   Q4 5,325 <0.01 Reduce 15.81% $46.29–51.00 · VW $48.03i $262,000 SEC
2006   Q3 6,325 <0.01 Reduce 22.94% <0.01 $38.40–47.80 · VW $44.44i $250,000 SEC
2006   Q2 8,208 <0.01 Reduce 22.62% <0.01 $33.85–39.87 · VW $37.83i $289,000 SEC
2006   Q1 10,608 <0.01 Reduce 5.35% $33.46–38.84 · VW $35.96i $364,000 SEC
2005   Q4 11,208 <0.01 Reduce 22.75% <0.01 $32.53–34.92 · VW $34.03i $375,000 SEC
2005   Q3 14,508 <0.01 $35.64 $517,000 SEC
2005   Q2 14,508 <0.01 $36.19 $525,000 SEC
2005   Q1 14,508 <0.01 $39.50 $573,000 SEC
2004   Q4 14,508 <0.01 $42.87 $622,000 SEC
2004   Q3 14,508 <0.01 Reduce 26.01% <0.01 $36.12–41.13 · VW $39.25i $554,000 SEC
2004   Q2 19,608 <0.01 $37.38 $733,000 SEC
2004   Q1 19,608 <0.01 Reduce 9.68% <0.01 $32.77–38.40 · VW $35.72i $696,000 SEC
2003   Q4 21,710 <0.01 Reduce 13.88% <0.01 $32.60–38.21 · VW $35.80i $758,000 SEC
2003   Q3 25,210 <0.01 $33.08 $834,000 SEC
2003   Q2 25,210 <0.01 $31.93 $805,000 SEC
2003   Q1 25,210 <0.01 Reduce 11.73% <0.01 $29.39–33.60 · VW $31.46i $784,000 SEC
2002   Q4 28,560 <0.01 Reduce 17.12% <0.01 $30.86–36.61 · VW $32.94i $1,002,000 SEC
2002   Q3 34,460 <0.01 Reduce 16.28% <0.01 $29.72–35.90 · VW $32.88i $1,098,000 SEC
2002   Q2 41,160 <0.01 Reduce 2.14% <0.01 $26.05–35.20 · VW $31.17i $1,337,000 SEC
2002   Q1 42,060 <0.01 Reduce 0.71% $30.61–37.45 · VW $34.04i $1,471,000 SEC
2001   Q4 42,360 <0.01 $29.72 $1,259,000 SEC
2001   Q3 42,360 <0.01 Reduce 28.40% <0.01 $24.10–31.12 · VW $28.62i $1,173,000 SEC
2001   Q2 59,160 <0.01 Reduce 2.47% <0.01 $24.35–31.60 · VW $28.70i $1,487,000 SEC
2001   Q1 60,660 <0.01 $22.06 $1,338,000 SEC
2000   Q4 60,660 <0.01 $20.31 $1,232,000 SEC
2000   Q3 60,660 <0.01 Reduce 9.95% <0.01 $14.69–25.94 · VW $19.77i $1,107,000 SEC
2000   Q2 67,360 0.01 Add 33.23% <0.01 $25.38–34.50 · VW $28.54i $2,033,000 SEC
2000   Q1 50,560 0.01 Add 15.28% <0.01 $28.75–37.81 · VW $33.52i $1,772,000 SEC
1999   Q4 43,860 <0.01 $37.62 $1,650,000 SEC
1999   Q3 43,860 <0.01 $34.50 $1,513,000 SEC
1999   Q2 43,860 0.01 $43.98 $1,929,000 SEC
1999   Q1 43,860 0.01 $37.55 $1,647,000 SEC
Price snapshot:
Current price$75.10
Avg. buy price$81.64
+/- since buy-8.01%
52-week low$58.13
52-week high$83.83