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  Loews Corp. (L)
← All L superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% <0.01 $33.84–38.88 · VW $36.36i SEC
2015   Q3 5,800 <0.01 Reduce 4.92% $34.40–38.19 · VW $36.83i $210,000 SEC
2015   Q2 6,100 <0.01 Reduce 3.17% $35.21–40.91 · VW $37.52i $235,000 SEC
2015   Q1 6,300 <0.01 Reduce 13.70% $39.35–42.59 · VW $40.69i $257,000 SEC
2014   Q4 7,300 <0.01 Reduce 12.05% $38.01–42.89 · VW $40.64i $307,000 SEC
2014   Q3 8,300 <0.01 Add 9.21% $39.38–43.89 · VW $41.64i $346,000 SEC
2014   Q2 7,600 <0.01 Reduce 27.62% <0.01 $41.57–44.59 · VW $43.30i $334,000 SEC
2014   Q1 10,500 <0.01 Reduce 19.23% <0.01 $42.29–45.43 · VW $43.62i $463,000 SEC
2013   Q4 13,000 <0.01 Reduce 13.91% <0.01 $42.63–48.30 · VW $44.80i $627,000 SEC
2013   Q3 15,100 <0.01 Reduce 14.20% <0.01 $44.09–49.43 · VW $46.96i $706,000 SEC
2013   Q2 17,600 <0.01 Buy <0.01 $42.85–47.71 · VW $45.01i $781,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $42.50–47.10 · VW $45.14i SEC
2012   Q4 24,400 <0.01 Reduce 38.23% <0.01 $39.92–44.21 · VW $42.41i $994,000 SEC
2012   Q3 39,500 <0.01 Reduce 2.71% <0.01 $39.57–43.36 · VW $41.27i $1,630,000 SEC
2012   Q2 40,600 <0.01 Reduce 17.48% <0.01 $38.14–41.78 · VW $40.19i $1,661,000 SEC
2012   Q1 49,200 <0.01 Reduce 20.00% <0.01 $37.99–41.80 · VW $39.56i $1,962,000 SEC
2011   Q4 61,500 0.01 Reduce 3.30% <0.01 $36.42–39.47 · VW $38.34i $2,315,000 SEC
2011   Q3 63,600 <0.01 Reduce 92.38% 0.04 $32.90–41.66 · VW $37.66i $2,197,000 SEC
2011   Q2 834,531 0.04 Reduce 82.74% 0.20 $34.30–42.64 · VW $38.19i $35,125,000 SEC
2011   Q1 4,836,028 0.24 Reduce 25.41% 0.08 $40.73–44.46 · VW $42.40i $208,384,000 SEC
2010   Q4 6,483,491 0.31 Reduce 1.36% <0.01 $37.70–45.31 · VW $42.09i $252,273,000 SEC
2010   Q3 6,572,667 0.33 Reduce 2.25% <0.01 $35.45–40.34 · VW $37.73i $249,104,000 SEC
2010   Q2 6,723,917 0.32 Reduce 0.95% <0.01 $30.54–38.55 · VW $34.74i $223,974,000 SEC
2010   Q1 6,788,187 0.32 Reduce 0.07% <0.01 $30.22–39.47 · VW $34.07i $253,064,000 SEC
2009   Q4 6,793,237 0.33 Reduce 7.31% 0.02 $34.24–38.41 · VW $36.37i $246,934,000 SEC
2009   Q3 7,329,287 0.34 Reduce 3.80% 0.01 $32.35–36.66 · VW $34.81i $251,028,000 SEC
2009   Q2 7,619,143 0.33 Reduce 3.32% 0.01 $25.27–34.37 · VW $31.26i $208,765,000 SEC
2009   Q1 7,880,843 0.33 Reduce 1.01% <0.01 $17.40–29.01 · VW $24.49i $174,167,000 SEC
2008   Q4 7,961,375 0.36 Reduce 4.85% 0.02 $19.50–30.60 · VW $23.32i $224,909,000 SEC
2008   Q3 8,367,615 0.39 Reduce 1.83% <0.01 $19.39–49.32 · VW $32.03i $330,437,000 SEC
2008   Q2 8,523,215 0.39 Reduce 20.78% 0.09 $40.58–51.51 · VW $45.17i $399,739,000 SEC
2008   Q1 10,759,087 0.41 Reduce 17.04% 0.09 $37.65–50.88 · VW $46.03i $432,730,000 SEC
2007   Q4 12,969,537 0.55 Reduce 33.74% 0.25 $40.55–51.33 · VW $44.57i $652,886,000 SEC
2007   Q3 19,573,165 0.73 Reduce 23.76% 0.24 $44.18–50.65 · VW $47.54i $946,363,000 SEC
2007   Q2 25,674,755 1.00 Reduce 2.29% 0.02 $42.35–53.46 · VW $47.61i $1,308,899,000 SEC
2007   Q1 26,276,750 0.99 Reduce 0.48% <0.01 $42.22–51.50 · VW $48.25i $1,193,753,000 SEC
2006   Q4 26,403,489 0.95 Reduce 15.71% 0.18 $39.55–44.60 · VW $42.52i $1,094,953,000 SEC
2006   Q3 31,325,716 1.13 Reduce 21.56% 0.31 $37.40–40.35 · VW $39.22i $1,187,245,000 SEC
2006   Q2 39,936,116 1.44 Reduce 0.55% <0.01 $32.84–38.88 · VW $36.73i $1,415,735,000 SEC
2006   Q1 40,156,866 1.42 Reduce 0.36% <0.01 $30.91–36.89 · VW $33.93i $1,354,625,000 SEC
2005   Q4 40,301,466 1.42 Reduce 0.60% <0.01 $30.42–33.69 · VW $31.62i $1,274,198,000 SEC
2005   Q3 40,543,551 1.45 Reduce 0.95% 0.01 $28.89–32.90 · VW $31.33i $1,248,877,000 SEC
2005   Q2 40,932,651 1.30 Reduce 0.81% 0.01 $24.88–30.02 · VW $28.04i $1,057,427,000 SEC
2005   Q1 41,266,851 1.25 Reduce 0.02% <0.01 $22.98–25.18 · VW $24.42i $1,011,588,000 SEC
2004   Q4 41,274,951 1.23 Reduce 6.73% 0.08 $22.35–24.87 · VW $23.66i $967,210,000 SEC
2004   Q3 44,252,151 1.26 Reduce 3.21% 0.04 $18.51–23.33 · VW $21.72i $862,917,000 SEC
2004   Q2 45,719,451 1.38 Reduce 1.94% 0.06 $17.78–20.38 · VW $19.03i $913,779,000 SEC
2004   Q1 46,624,851 3.30 Reduce 1.60% 0.04 $18.48–21.07 · VW $19.59i $917,888,000 SEC
2003   Q4 47,383,851 2.60 Reduce 0.37% <0.01 $14.19–20.16 · VW $18.15i $781,044,000 SEC
2003   Q3 47,559,351 2.03 Add 9.71% 0.18 $12.93–14.90 · VW $14.01i $639,990,000 SEC
2003   Q2 43,350,651 2.10 Add 5.31% 0.11 $13.55–16.39 · VW $14.55i $683,351,000 SEC
2003   Q1 41,165,451 1.70 Add 2.65% 0.04 $12.75–16.05 · VW $14.94i $546,677,000 SEC
2002   Q4 40,103,751 1.83 Add 10.68% 0.18 $13.17–15.97 · VW $14.57i $594,338,000 SEC
2002   Q3 36,232,701 1.81 Add 12.45% 0.20 $12.50–17.42 · VW $14.47i $518,007,000 SEC
2002   Q2 32,222,049 1.90 Add 10.08% 0.17 $13.60–19.15 · VW $16.75i $569,149,000 SEC
2002   Q1 29,271,549 1.88 Add 13.22% 0.22 $18.93–20.77 · VW $19.58i $571,576,000 SEC
2001   Q4 25,854,549 1.80 Add 5.39% 0.09 $17.93–20.75 · VW $19.38i $477,275,000 SEC
2001   Q3 24,531,606 1.64 Add 12.55% 0.18 $13.68–19.33 · VW $17.32i $378,441,000 SEC
2001   Q2 21,796,206 1.98 Reduce 18.54% 0.46 $16.27–23.42 · VW $18.65i $468,110,000 SEC
2001   Q1 26,756,406 2.48 Reduce 3.11% 0.07 $17.00–24.17 · VW $21.39i $529,866,000 SEC
2000   Q4 27,614,106 2.27 Reduce 1.55% 0.03 $14.67–18.22 · VW $17.00i $476,631,000 SEC
2000   Q3 28,049,406 2.03 Reduce 1.46% 0.02 $12.42–16.04 · VW $14.74i $389,770,000 SEC
2000   Q2 28,464,006 1.62 Add 4.79% 0.07 $9.79–14.79 · VW $12.69i $284,640,000 SEC
2000   Q1 27,161,706 1.33 Add 0.74% <0.01 $6.38–11.19 · VW $9.51i $226,347,000 SEC
1999   Q4 26,961,300 1.57 Add 37.49% 0.43 $7.26–11.00 · VW $8.56i $272,702,000 SEC
1999   Q3 19,609,200 1.40 Reduce 1.58% 0.02 $10.46–13.48 · VW $11.53i $229,386,000 SEC
1999   Q2 19,923,900 1.44 Add 14.55% 0.18 $11.65–13.74 · VW $12.82i $262,746,000 SEC
1999   Q1 17,393,100 1.36 $12.44 $216,327,000 SEC
Price snapshot:
Current price$116.50
52-week low$89.11
52-week high$119.10