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  Macy's, Inc. (M)
← All M superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% <0.01 $20.02–26.33 · VW $22.28i SEC
2019   Q1 9,100 <0.01 Reduce 5.21% $22.73–31.99 · VW $25.72i $219,000 SEC
2018   Q4 9,600 <0.01 Reduce 2.04% $27.74–38.35 · VW $33.31i $286,000 SEC
2018   Q3 9,800 <0.01 $34.69 $340,000 SEC
2018   Q2 9,800 <0.01 Reduce 2.00% $27.94–41.33 · VW $33.81i $367,000 SEC
2018   Q1 10,000 <0.01 $29.70 $297,000 SEC
2017   Q4 10,000 <0.01 $25.20 $252,000 SEC
2017   Q3 10,000 <0.01 $21.80 $218,000 SEC
2017   Q2 10,000 <0.01 $23.20 $232,000 SEC
2017   Q1 10,000 <0.01 $29.60 $296,000 SEC
2016   Q4 10,000 <0.01 $35.80 $358,000 SEC
2016   Q3 10,000 <0.01 $37.00 $370,000 SEC
2016   Q2 10,000 <0.01 $33.60 $336,000 SEC
2016   Q1 10,000 <0.01 $44.10 $441,000 SEC
2015   Q4 10,000 <0.01 Reduce 7.41% $34.05–52.48 · VW $42.15i $350,000 SEC
2015   Q3 10,800 <0.01 $51.30 $554,000 SEC
2015   Q2 10,800 <0.01 Reduce 9.41% <0.01 $62.80–71.10 · VW $66.97i $729,000 SEC
2015   Q1 11,922 <0.01 Reduce 27.40% <0.01 $61.10–68.30 · VW $64.24i $774,000 SEC
2014   Q4 16,422 <0.01 $65.77 $1,080,000 SEC
2014   Q3 16,422 <0.01 $58.15 $955,000 SEC
2014   Q2 16,422 <0.01 Reduce 5.20% <0.01 $54.82–61.26 · VW $58.33i $953,000 SEC
2014   Q1 17,322 <0.01 Reduce 2.53% $50.05–59.95 · VW $55.82i $1,027,000 SEC
2013   Q4 17,772 <0.01 $53.40 $949,000 SEC
2013   Q3 17,772 <0.01 $43.27 $769,000 SEC
2013   Q2 17,772 <0.01 Buy <0.01 $41.51–50.00 · VW $46.27i $853,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $36.35–42.89 · VW $40.15i SEC
2012   Q4 20,272 <0.01 Reduce 31.54% <0.01 $36.30–41.98 · VW $39.01i $791,000 SEC
2012   Q3 29,612 <0.01 Reduce 18.23% <0.01 $32.31–40.80 · VW $37.21i $1,114,000 SEC
2012   Q2 36,212 <0.01 Reduce 19.02% <0.01 $32.70–42.17 · VW $37.68i $1,244,000 SEC
2012   Q1 44,718 <0.01 Reduce 35.02% <0.01 $32.29–40.74 · VW $36.41i $1,777,000 SEC
2011   Q4 68,818 0.01 Reduce 26.65% <0.01 $24.38–33.26 · VW $30.53i $2,215,000 SEC
2011   Q3 93,826 <0.01 Reduce 37.86% <0.01 $22.66–30.62 · VW $26.84i $2,470,000 SEC
2011   Q2 150,982 <0.01 Reduce 94.88% 0.08 $23.62–30.00 · VW $26.94i $4,415,000 SEC
2011   Q1 2,948,190 0.08 Reduce 23.68% 0.03 $21.69–25.81 · VW $23.75i $71,523,000 SEC
2010   Q4 3,863,122 0.12 Reduce 79.45% 0.46 $21.90–26.32 · VW $24.62i $97,737,000 SEC
2010   Q3 18,799,181 0.58 Reduce 7.40% 0.04 $16.93–23.40 · VW $19.95i $434,073,000 SEC
2010   Q2 20,301,797 0.52 Reduce 1.31% <0.01 $17.63–25.25 · VW $21.74i $363,402,000 SEC
2010   Q1 20,570,555 0.56 Add 0.07% <0.01 $15.34–22.27 · VW $18.56i $447,821,000 SEC
2009   Q4 20,556,091 0.45 Reduce 7.97% 0.04 $15.48–20.84 · VW $17.50i $344,520,000 SEC
2009   Q3 22,335,670 0.55 Reduce 1.60% <0.01 $10.27–19.16 · VW $15.22i $408,519,000 SEC
2009   Q2 22,699,000 0.43 Reduce 0.94% <0.01 $8.35–15.29 · VW $12.25i $266,940,000 SEC
2009   Q1 22,915,080 0.39 Reduce 0.45% <0.01 $6.27–11.93 · VW $8.74i $203,944,000 SEC
2008   Q4 23,018,524 0.38 Reduce 6.14% 0.03 $5.07–17.82 · VW $10.17i $238,242,000 SEC
2008   Q3 24,523,981 0.52 Add 1.10% <0.01 $14.33–22.96 · VW $19.00i $440,941,000 SEC
2008   Q2 24,258,293 0.46 Add 0.80% <0.01 $18.94–27.08 · VW $22.98i $471,096,000 SEC
2008   Q1 24,066,055 0.53 Add 18.67% 0.08 $20.94–28.47 · VW $25.09i $554,963,000 SEC
2007   Q4 20,280,507 0.45 Reduce 2.44% 0.01 $24.70–35.76 · VW $29.92i $524,657,000 SEC
2007   Q3 20,787,163 0.52 Reduce 1.47% <0.01 $28.51–45.50 · VW $34.97i $671,841,000 SEC
2007   Q2 21,096,895 0.64 Buy 0.64 $38.07–46.52 · VW $41.79i $839,234,000 SEC
Price snapshot:
Current price$22.78
52-week low$11.34
52-week high$26.10