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  MBIA Inc. (MBI)
← All MBI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q4 0 0.00 Sell 100.00% <0.01 $17.79–68.98 · VW $35.13i SEC
2007   Q3 18,825 <0.01 Reduce 58.92% <0.01 $48.95–66.25 · VW $58.75i $1,149,000 SEC
2007   Q2 45,829 <0.01 Reduce 99.15% 0.29 $60.40–72.38 · VW $65.00i $2,851,000 SEC
2007   Q1 5,392,837 0.29 Reduce 0.11% <0.01 $63.19–76.02 · VW $68.23i $353,177,000 SEC
2006   Q4 5,398,737 0.34 Reduce 0.24% <0.01 $60.57–73.49 · VW $69.04i $394,432,000 SEC
2006   Q3 5,411,933 0.32 Add 2.10% <0.01 $56.30–64.42 · VW $60.72i $332,509,000 SEC
2006   Q2 5,300,533 0.32 Add 42.23% 0.09 $56.00–60.87 · VW $58.47i $310,346,000 SEC
2006   Q1 3,726,755 0.23 Reduce 0.40% <0.01 $56.86–63.63 · VW $60.21i $224,090,000 SEC
2005   Q4 3,741,655 0.25 Reduce 0.93% <0.01 $54.15–64.00 · VW $59.44i $225,098,000 SEC
2005   Q3 3,776,962 0.27 Reduce 0.68% <0.01 $54.75–63.23 · VW $59.53i $228,959,000 SEC
2005   Q2 3,802,662 0.28 Add 4.69% 0.01 $49.07–61.35 · VW $56.58i $225,536,000 SEC
2005   Q1 3,632,362 0.23 Add 0.26% <0.01 $52.10–63.33 · VW $55.90i $189,900,000 SEC
2004   Q4 3,623,062 0.29 Add 0.41% <0.01 $53.43–65.21 · VW $60.64i $229,267,000 SEC
2004   Q3 3,608,312 0.31 Add 0.15% <0.01 $52.55–59.14 · VW $56.63i $210,040,000 SEC
2004   Q2 3,602,887 0.31 Reduce 0.45% <0.01 $54.30–64.90 · VW $58.77i $205,797,000 SEC
2004   Q1 3,619,112 0.82 Reduce 1.48% 0.01 $58.90–67.34 · VW $62.98i $226,918,000 SEC
2003   Q4 3,673,562 0.72 Add 1.77% 0.01 $54.97–60.72 · VW $58.31i $217,585,000 SEC
2003   Q3 3,609,562 0.63 Add 3.57% 0.02 $47.68–57.38 · VW $53.34i $198,418,000 SEC
2003   Q2 3,485,061 0.52 Add 1.59% <0.01 $38.61–53.60 · VW $46.99i $169,897,000 SEC
2003   Q1 3,430,546 0.41 Add 3.13% 0.01 $34.14–47.82 · VW $40.20i $132,556,000 SEC
2002   Q4 3,326,446 0.45 Add 10.36% 0.04 $34.93–47.15 · VW $41.98i $145,898,000 SEC
2002   Q3 3,014,246 0.42 Add 22.52% 0.08 $39.05–56.65 · VW $45.22i $120,419,000 SEC
2002   Q2 2,460,169 0.47 Add 21.37% 0.08 $52.33–57.50 · VW $55.45i $139,073,000 SEC
2002   Q1 2,027,069 0.37 Add 4.17% 0.01 $51.10–60.11 · VW $55.30i $110,860,000 SEC
2001   Q4 1,945,994 0.39 Add 9.64% 0.03 $43.50–54.28 · VW $50.47i $104,364,000 SEC
2001   Q3 1,774,821 0.39 Add 0.08% <0.01 $36.00–57.49 · VW $47.83i $88,741,000 SEC
2001   Q2 1,773,336 0.42 Add 1.65% <0.01 $46.18–56.74 · VW $52.87i $98,739,000 SEC
2001   Q1 1,744,538 0.44 Add 1.17% <0.01 $40.04–54.07 · VW $49.30i $93,833,000 SEC
2000   Q4 1,724,438 0.41 Add 1.02% <0.01 $42.21–50.79 · VW $47.47i $85,216,000 SEC
2000   Q3 1,707,000 0.42 Add 3.29% 0.01 $32.17–48.96 · VW $42.85i $80,940,000 SEC
2000   Q2 1,652,625 0.30 Add 468.79% 0.25 $32.00–40.08 · VW $34.74i $53,090,000 SEC
2000   Q1 290,550 0.06 Buy 0.06 $24.21–35.00 · VW $31.31i $10,084,000 SEC
Price snapshot:
Current price$6.30
52-week low$4.41
52-week high$8.26