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  LyondellBasell Industries N.V. (LYB)
← All LYB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 16,839,152 0.75 Reduce 0.24% <0.01 $43.27–83.94 · VW $61.81i $1,356,562,085 SEC
2025   Q4 16,879,077 0.39 Reduce 0.53% <0.01 $41.58–50.05 · VW $46.07i $730,864,034 SEC
2025   Q3 16,969,062 0.45 Reduce 0.01% $47.55–67.50 · VW $55.13i $832,162,800 SEC
2025   Q2 16,969,997 0.55 Add 0.44% <0.01 $51.11–70.83 · VW $58.69i $981,884,026 SEC
2025   Q1 16,896,032 0.68 Reduce 0.41% <0.01 $69.15–79.39 · VW $74.63i $1,189,480,653 SEC
2024   Q4 16,965,832 0.73 Add 5.28% 0.04 $72.93–96.81 · VW $82.69i $1,260,052,343 SEC
2024   Q3 16,114,467 0.87 Reduce 0.27% <0.01 $91.41–100.46 · VW $96.27i $1,545,377,385 SEC
2024   Q2 16,158,867 0.93 Reduce 0.42% <0.01 $92.57–107.02 · VW $99.40i $1,545,757,217 SEC
2024   Q1 16,227,752 0.96 Add 0.10% <0.01 $91.50–103.30 · VW $98.28i $1,659,774,475 SEC
2023   Q4 16,210,777 0.98 Reduce 0.05% <0.01 $88.46–98.41 · VW $93.25i $1,541,320,677 SEC
2023   Q3 16,219,492 1.04 Reduce 0.96% <0.01 $87.91–102.05 · VW $96.71i $1,535,985,892 SEC
2023   Q2 16,376,292 1.01 Reduce 0.42% <0.01 $84.80–98.20 · VW $90.93i $1,503,834,894 SEC
2023   Q1 16,445,242 1.06 Reduce 0.74% <0.01 $81.24–101.30 · VW $93.06i $1,544,043,771 SEC
2022   Q4 16,568,492 0.95 Add 14.76% 0.12 $75.24–89.60 · VW $81.57i $1,375,681,891 SEC
2022   Q3 14,438,133 0.83 Add 460.94% 0.68 $71.46–92.52 · VW $83.06i $1,086,903,000 SEC
2022   Q2 2,573,930 0.16 Reduce 5.95% 0.01 $83.50–117.22 · VW $104.25i $225,116,000 SEC
2022   Q1 2,736,731 0.17 Reduce 0.14% <0.01 $89.24–108.29 · VW $98.83i $281,391,000 SEC
2021   Q4 2,740,531 0.16 Add 31.05% 0.04 $84.17–100.28 · VW $91.21i $252,759,000 SEC
2021   Q3 2,091,231 0.13 Add 21.29% 0.02 $88.21–106.34 · VW $97.46i $196,262,000 SEC
2021   Q2 1,724,131 0.12 Reduce 1.86% <0.01 $99.55–118.02 · VW $107.64i $177,361,000 SEC
2021   Q1 1,756,851 0.13 Reduce 70.91% 0.31 $84.06–112.73 · VW $98.72i $182,800,000 SEC
2020   Q4 6,039,403 0.44 Reduce 5.62% 0.02 $66.72–92.59 · VW $80.15i $553,572,000 SEC
2020   Q3 6,398,920 0.41 Add 5.35% 0.02 $61.52–80.77 · VW $68.30i $451,060,000 SEC
2020   Q2 6,073,720 0.37 Buy 0.37 $44.33–79.97 · VW $61.20i $399,165,000 SEC
Price snapshot:
Current price$58.32
Avg. buy price$76.22
+/- since buy-23.48%
52-week low$39.52
52-week high$83.07