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  Liberty Global Ltd. (LBTYA)
← All LBTYA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,139,861 0.01 Reduce 52.25% 0.02 $10.09–13.52 · VW $11.92i $25,870,919 SEC
2025   Q4 4,481,061 0.03 Reduce 6.01% <0.01 $10.34–11.97 · VW $11.14i $49,919,020 SEC
2025   Q3 4,767,561 0.03 $11.46 $54,636,249 SEC
2025   Q2 4,767,561 0.03 $10.01 $47,723,286 SEC
2025   Q1 4,767,561 0.03 $11.51 $54,874,627 SEC
2024   Q4 4,767,561 0.04 Reduce 48.48% 0.03 $10.11–14.30 · VW $12.08i $60,834,078 SEC
2024   Q3 9,253,836 0.06 $10.88 $100,643,213 SEC
2024   Q2 9,253,836 0.05 $8.98 $83,098,588 SEC
2024   Q1 9,253,836 0.05 $8.72 $80,667,132 SEC
2023   Q4 9,253,836 0.05 Reduce 1.81% <0.01 $7.73–9.22 · VW $8.38i $84,719,559 SEC
2023   Q3 9,424,854 0.06 Reduce 0.41% <0.01 $8.51–10.01 · VW $9.27i $83,129,053 SEC
2023   Q2 9,463,674 0.06 $8.69 $82,203,779 SEC
2023   Q1 9,463,674 0.07 $10.05 $95,075,546 SEC
2022   Q4 9,463,674 0.06 $9.75 $92,296,414 SEC
2022   Q3 9,463,674 0.06 $8.03 $76,012,000 SEC
2022   Q2 9,463,674 0.07 $10.84 $102,633,000 SEC
2022   Q1 9,463,674 0.08 Add 0.11% <0.01 $11.85–14.98 · VW $13.39i $124,378,000 SEC
2021   Q4 9,453,365 0.08 Reduce 38.24% 0.06 $13.49–15.67 · VW $14.43i $135,104,000 SEC
2021   Q3 15,306,243 0.15 $15.35 $234,995,000 SEC
2021   Q2 15,306,243 0.14 $13.99 $214,177,000 SEC
2021   Q1 15,306,243 0.15 Reduce 4.83% <0.01 $11.95–13.93 · VW $12.93i $202,348,000 SEC
2020   Q4 16,082,643 0.16 Reduce 5.77% <0.01 $9.65–13.27 · VW $11.40i $200,681,000 SEC
2020   Q3 17,067,118 0.17 Reduce 0.33% <0.01 $10.40–12.43 · VW $11.59i $184,740,000 SEC
2020   Q2 17,123,989 0.18 Reduce 44.65% 0.13 $7.89–12.40 · VW $10.61i $192,854,000 SEC
2020   Q1 30,939,099 0.29 Reduce 8.71% 0.03 $7.85–11.83 · VW $9.86i $263,166,000 SEC
2019   Q4 33,891,613 0.31 Reduce 5.97% 0.02 $11.05–13.60 · VW $12.20i $397,061,000 SEC
2019   Q3 36,043,794 0.38 $12.75 $459,600,000 SEC
2019   Q2 36,043,794 0.41 $13.91 $501,196,000 SEC
2019   Q1 36,043,794 0.38 Reduce 2.04% <0.01 $10.39–13.72 · VW $12.58i $462,757,000 SEC
2018   Q4 36,795,543 0.37 Reduce 0.07% <0.01 $10.24–15.19 · VW $12.69i $404,542,000 SEC
2018   Q3 36,821,810 0.42 Reduce 0.02% <0.01 $13.33–15.31 · VW $14.35i $548,818,000 SEC
2018   Q2 36,828,152 0.43 Reduce 0.02% <0.01 $13.97–17.26 · VW $15.42i $522,539,000 SEC
2018   Q1 36,833,975 0.49 Reduce 0.01% <0.01 $16.03–20.47 · VW $17.68i $594,164,000 SEC
2017   Q4 36,839,021 0.54 Add 0.00% $15.01–18.50 · VW $16.67i $680,222,000 SEC
2017   Q3 36,837,274 0.53 Reduce 0.01% $16.02–18.04 · VW $17.25i $643,561,000 SEC
2017   Q2 36,840,574 0.53 Add 17.52% 0.08 $14.51–18.68 · VW $16.59i $609,644,000 SEC
2017   Q1 31,347,125 0.50 Add 0.02% <0.01 $15.68–19.42 · VW $18.27i $579,300,000 SEC
2016   Q4 31,340,137 0.45 Add 0.97% <0.01 $14.68–17.85 · VW $16.19i $493,918,000 SEC
2016   Q3 31,038,506 0.52 Add 0.01% $13.48–17.84 · VW $16.22i $546,572,000 SEC
2016   Q2 31,035,788 0.48 Reduce 8.17% 0.05 $13.49–17.92 · VW $16.16i $464,657,000 SEC
2016   Q1 33,797,999 0.59 Add 30.60% 0.14 $13.78–18.93 · VW $16.20i $584,981,000 SEC
2015   Q4 25,879,408 0.50 Add 0.03% <0.01 $17.28–21.13 · VW $19.36i $492,833,000 SEC
2015   Q3 25,872,512 0.52 Reduce 5.49% 0.03 $18.93–24.47 · VW $21.73i $499,448,000 SEC
2015   Q2 27,374,059 0.59 Add 0.01% <0.01 $21.23–24.93 · VW $23.13i $628,926,000 SEC
2015   Q1 27,371,470 0.57 Add 5.22% 0.03 $19.47–23.74 · VW $21.43i $598,627,000 SEC
2014   Q4 26,013,558 0.53 Add 0.02% <0.01 $16.98–22.72 · VW $20.38i $554,946,000 SEC
2014   Q3 26,008,145 0.46 Add 343.40% 0.36 $17.48–19.17 · VW $18.21i $470,123,000 SEC
2014   Q2 5,865,627 0.11 $18.79 $110,214,000 SEC
2014   Q1 5,865,627 0.11 Reduce 48.91% 0.12 $17.00–19.74 · VW $18.08i $103,684,000 SEC
2013   Q4 11,481,795 0.24 Reduce 0.20% <0.01 $16.22–19.43 · VW $17.81i $221,853,000 SEC
2013   Q3 11,504,363 0.23 $17.23 $198,209,000 SEC
2013   Q2 11,504,363 0.23 Buy 0.23 $14.94–17.18 · VW $16.00i $185,045,000 SEC
Price snapshot:
Current price$10.90
Avg. buy price$17.52
+/- since buy-37.79%
52-week low$9.62
52-week high$13.52