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 Paper Co. (IP)
← All IP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q3 0 0.00 Sell 100.00% <0.01 $12.91–23.63 · VW $19.10i SEC
2009   Q2 17,109 <0.01 Reduce 57.93% <0.01 $6.35–14.90 · VW $11.80i $242,000 SEC
2009   Q1 40,668 <0.01 Reduce 7.85% <0.01 $3.67–11.90 · VW $7.38i $267,000 SEC
2008   Q4 44,132 <0.01 Reduce 51.04% <0.01 $9.53–24.88 · VW $15.14i $486,000 SEC
2008   Q3 90,130 <0.01 Reduce 11.17% <0.01 $20.23–29.02 · VW $24.56i $2,204,000 SEC
2008   Q2 101,459 <0.01 Reduce 16.89% <0.01 $21.61–27.43 · VW $23.60i $2,208,000 SEC
2008   Q1 122,083 <0.01 Reduce 45.61% <0.01 $24.83–31.54 · VW $27.26i $3,101,000 SEC
2007   Q4 224,455 <0.01 Reduce 96.15% 0.15 $29.35–34.86 · VW $31.48i $6,787,000 SEC
2007   Q3 5,828,320 0.15 Reduce 58.57% 0.23 $29.00–38.82 · VW $33.77i $195,242,000 SEC
2007   Q2 14,068,108 0.39 Reduce 4.13% 0.02 $33.68–37.30 · VW $35.81i $513,044,000 SEC
2007   Q1 14,674,851 0.42 Add 0.32% <0.01 $30.59–35.49 · VW $33.36i $498,854,000 SEC
2006   Q4 14,628,486 0.41 Add 5.59% 0.02 $29.74–33.27 · VW $31.62i $465,856,000 SEC
2006   Q3 13,854,202 0.43 Reduce 0.42% <0.01 $29.44–33.67 · VW $31.81i $448,056,000 SEC
2006   Q2 13,912,024 0.43 Add 0.02% <0.01 $28.66–35.47 · VW $31.43i $419,654,000 SEC
2006   Q1 13,909,026 0.47 Add 0.08% <0.01 $29.98–33.98 · VW $32.08i $449,050,000 SEC
2005   Q4 13,898,532 0.48 Reduce 0.14% <0.01 $25.19–32.59 · VW $29.72i $436,250,000 SEC
2005   Q3 13,917,759 0.45 Add 8.04% 0.03 $27.50–32.73 · VW $29.36i $387,332,000 SEC
2005   Q2 12,882,632 0.45 Add 6.91% 0.03 $28.17–35.41 · VW $30.60i $363,457,000 SEC
2005   Q1 12,050,419 0.51 Add 11.51% 0.05 $33.31–39.77 · VW $35.81i $414,028,000 SEC
2004   Q4 10,806,735 0.54 Add 8.90% 0.04 $34.67–39.71 · VW $37.87i $423,879,000 SEC
2004   Q3 9,923,767 0.55 Reduce 0.80% <0.01 $35.69–41.70 · VW $38.38i $374,510,000 SEC
2004   Q2 10,003,433 0.63 Reduce 1.60% 0.02 $35.40–41.85 · VW $39.67i $417,594,000 SEC
2004   Q1 10,166,275 1.44 Reduce 1.41% 0.02 $37.17–42.03 · VW $39.56i $401,226,000 SEC
2003   Q4 10,311,368 1.38 Reduce 0.21% <0.01 $34.15–40.46 · VW $38.29i $415,138,000 SEC
2003   Q3 10,333,178 1.19 Add 2.91% 0.03 $32.98–38.76 · VW $36.06i $376,547,000 SEC
2003   Q2 10,041,152 1.03 Add 9.83% 0.09 $30.98–36.79 · VW $33.71i $335,054,000 SEC
2003   Q1 9,142,068 0.90 Add 0.43% <0.01 $30.90–36.10 · VW $32.85i $288,575,000 SEC
2002   Q4 9,102,650 0.92 Add 5.13% 0.04 $29.28–37.02 · VW $32.99i $297,277,000 SEC
2002   Q3 8,658,485 0.95 Reduce 8.72% 0.11 $29.65–41.18 · VW $34.01i $269,995,000 SEC
2002   Q2 9,485,861 1.29 Add 6.00% 0.07 $36.54–42.21 · VW $39.82i $386,067,000 SEC
2002   Q1 8,948,649 1.18 Add 3.52% 0.04 $35.39–43.15 · VW $39.57i $359,439,000 SEC
2001   Q4 8,644,707 1.23 Add 2.60% 0.03 $31.39–39.04 · VW $36.04i $325,756,000 SEC
2001   Q3 8,425,391 1.19 Add 10.33% 0.11 $28.67–39.69 · VW $33.63i $274,136,000 SEC
2001   Q2 7,636,309 1.08 Add 9.00% 0.09 $31.11–38.29 · VW $34.25i $254,595,000 SEC
2001   Q1 7,005,732 1.11 Add 2.20% 0.02 $30.73–40.45 · VW $34.96i $236,058,000 SEC
2000   Q4 6,854,873 1.24 Add 2.09% 0.03 $24.57–40.16 · VW $34.28i $261,271,000 SEC
2000   Q3 6,714,868 0.94 Add 1522.43% 0.88 $25.22–34.38 · VW $28.80i $179,899,000 SEC
2000   Q2 413,877 0.07 Add 8.33% <0.01 $27.61–42.90 · VW $32.78i $11,523,000 SEC
2000   Q1 382,059 0.09 Reduce 71.89% 0.30 $30.70–56.03 · VW $42.22i $15,253,000 SEC
1999   Q4 1,359,077 0.41 Reduce 57.04% 0.49 $40.68–53.87 · VW $49.09i $71,632,000 SEC
1999   Q3 3,163,562 0.86 Reduce 1.95% 0.02 $43.83–52.36 · VW $47.03i $141,997,000 SEC
1999   Q2 3,226,457 0.83 Reduce 21.58% 0.22 $39.87–55.57 · VW $47.45i $151,411,000 SEC
1999   Q1 4,114,580 1.02 $39.40 $162,109,000 SEC
Price snapshot:
Current price$37.00
52-week low$28.83
52-week high$53.57