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  Molex Inc -Cl A (MOLXA)
← All MOLXA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 0.79 $38.22–38.68 · VW $38.49i SEC
2013   Q3 17,754,019 0.79 Reduce 2.69% 0.01 $24.30–38.55 · VW $33.06i $679,624,000 SEC
2013   Q2 18,245,648 0.55 Buy 0.55 $21.73–25.35 · VW $24.01i $453,587,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.50 $21.39–24.19 · VW $22.90i SEC
2012   Q4 16,426,229 0.50 Reduce 3.91% 0.03 $19.94–22.75 · VW $21.69i $366,633,000 SEC
2012   Q3 17,095,279 0.65 Reduce 1.68% 0.03 $18.99–23.48 · VW $21.32i $371,309,000 SEC
2012   Q2 17,387,079 1.56 Reduce 0.40% <0.01 $18.69–23.66 · VW $21.10i $351,741,000 SEC
2012   Q1 17,457,079 1.77 Reduce 0.59% <0.01 $19.78–23.77 · VW $22.44i $409,369,000 SEC
2011   Q4 17,560,979 1.58 Reduce 0.95% <0.01 $7.25–21.58 · VW $18.48i $347,356,000 SEC
2011   Q3 17,729,779 0.45 Add 3.48% 0.02 $15.67–22.32 · VW $18.58i $299,279,000 SEC
2011   Q2 17,133,029 0.44 Reduce 0.01% $20.07–23.40 · VW $22.00i $368,017,000 SEC
2011   Q1 17,134,523 0.41 Reduce 1.68% <0.01 $18.93–23.53 · VW $21.60i $354,513,000 SEC
2010   Q4 17,427,857 0.41 Reduce 1.18% <0.01 $16.66–19.29 · VW $17.83i $328,864,000 SEC
2010   Q3 17,636,257 0.41 Reduce 1.04% <0.01 $14.92–17.85 · VW $16.39i $308,282,000 SEC
2010   Q2 17,822,219 0.40 Add 0.36% <0.01 $15.37–19.96 · VW $17.59i $275,353,000 SEC
2010   Q1 17,757,419 0.39 Add 0.52% <0.01 $16.75–19.96 · VW $17.86i $313,418,000 SEC
2009   Q4 17,665,119 0.45 Add 0.82% <0.01 $16.10–20.00 · VW $17.68i $337,934,000 SEC
2009   Q3 17,520,969 0.44 Buy 0.44 $13.15–20.13 · VW $17.24i $329,219,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.42 $12.28–15.74 · VW $14.43i SEC
2009   Q1 17,261,220 0.42 Add 1.10% <0.01 $8.85–14.44 · VW $12.04i $218,182,000 SEC
2008   Q4 17,073,511 0.35 Add 6.38% 0.02 $8.85–21.03 · VW $13.43i $221,102,000 SEC
2008   Q3 16,049,711 0.39 Add 1.11% <0.01 $19.91–24.90 · VW $22.21i $333,994,000 SEC
2008   Q2 15,873,911 0.36 Add 0.63% <0.01 $21.92–27.95 · VW $25.24i $363,671,000 SEC
2008   Q1 15,775,195 0.33 Add 12.72% 0.04 $20.06–26.17 · VW $22.51i $344,846,000 SEC
2007   Q4 13,994,887 0.31 Add 45.40% 0.10 $24.98–27.79 · VW $26.77i $367,646,000 SEC
2007   Q3 9,625,282 0.19 Buy 0.19 $22.62–27.64 · VW $25.36i $244,097,000 SEC