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  NOV Inc. (NOV)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.18 $12.11–17.50 · VW $14.26i SEC
2020   Q4 16,466,332 0.18 Reduce 28.82% 0.05 $7.70–15.00 · VW $11.19i $226,083,000 SEC
2020   Q3 23,134,115 0.19 Reduce 6.95% 0.02 $8.96–13.37 · VW $11.37i $209,595,000 SEC
2020   Q2 24,862,742 0.28 Reduce 4.39% 0.01 $8.89–16.53 · VW $12.35i $304,569,000 SEC
2020   Q1 26,003,342 0.28 Add 14.17% 0.03 $8.00–25.81 · VW $16.73i $255,613,000 SEC
2019   Q4 22,776,867 0.44 Reduce 0.36% <0.01 $19.91–25.54 · VW $22.98i $570,561,000 SEC
2019   Q3 22,859,052 0.40 Add 2.95% 0.01 $18.05–24.96 · VW $21.85i $484,612,000 SEC
2019   Q2 22,205,068 0.40 Add 32.80% 0.10 $19.57–29.37 · VW $23.49i $493,619,000 SEC
2019   Q1 16,720,726 0.37 Add 3.64% 0.01 $25.11–32.63 · VW $28.32i $445,440,000 SEC
2018   Q4 16,133,946 0.38 Reduce 39.50% 0.35 $24.27–46.64 · VW $33.25i $414,642,000 SEC
2018   Q3 26,668,555 0.88 Reduce 15.21% 0.17 $41.98–49.08 · VW $45.84i $1,148,881,000 SEC
2018   Q2 31,451,264 1.11 Reduce 3.07% 0.03 $35.11–45.08 · VW $40.61i $1,364,985,000 SEC
2018   Q1 32,445,864 0.99 Add 4.08% 0.04 $31.77–39.30 · VW $36.09i $1,194,332,000 SEC
2017   Q4 31,174,239 0.89 Reduce 0.03% <0.01 $31.47–36.22 · VW $34.14i $1,122,896,000 SEC
2017   Q3 31,182,566 0.92 Reduce 0.50% <0.01 $29.90–36.48 · VW $32.82i $1,114,153,000 SEC
2017   Q2 31,339,689 0.89 Reduce 0.01% <0.01 $31.39–40.33 · VW $34.28i $1,032,329,000 SEC
2017   Q1 31,342,539 1.09 Add 0.16% <0.01 $36.44–41.90 · VW $39.23i $1,256,522,000 SEC
2016   Q4 31,293,984 1.06 Reduce 0.83% <0.01 $31.03–43.63 · VW $36.11i $1,171,647,000 SEC
2016   Q3 31,554,488 1.11 Reduce 1.03% 0.01 $29.79–38.55 · VW $33.90i $1,159,312,000 SEC
2016   Q2 31,881,470 1.10 Add 19.75% 0.18 $26.86–37.49 · VW $33.48i $1,072,811,000 SEC
2016   Q1 26,622,720 0.84 Add 25.13% 0.17 $25.74–35.20 · VW $30.87i $827,967,000 SEC
2015   Q4 21,275,670 0.73 Reduce 1.88% 0.02 $32.89–42.62 · VW $36.89i $712,522,000 SEC
2015   Q3 21,682,683 0.85 Add 13.09% 0.10 $34.54–48.47 · VW $40.68i $816,353,000 SEC
2015   Q2 19,173,522 0.87 Add 31.57% 0.21 $47.47–56.64 · VW $51.51i $925,698,000 SEC
2015   Q1 14,572,351 0.70 Add 2.12% 0.01 $46.08–66.02 · VW $53.79i $728,472,000 SEC
2014   Q4 14,269,362 0.90 Add 2.00% 0.02 $60.88–76.73 · VW $68.71i $935,071,000 SEC
2014   Q3 13,989,033 1.04 Add 1.49% 0.02 $75.23–86.55 · VW $81.90i $1,064,565,000 SEC
2014   Q2 13,783,733 1.11 Reduce 5.16% 0.06 $69.38–82.75 · VW $74.60i $1,135,090,000 SEC
2014   Q1 14,533,426 1.08 Buy 1.08 $65.53–72.43 · VW $68.68i $1,020,485,000 SEC
Price snapshot:
Current price$19.13
52-week low$11.50
52-week high$21.46