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  Nutrien Ltd. (NTR)
← All NTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.33 $54.67–62.78 · VW $58.05i SEC
2025   Q2 10,076,659 0.33 Reduce 19.14% 0.07 $45.78–65.08 · VW $56.70i $586,864,620 SEC
2025   Q1 12,462,259 0.35 Reduce 0.49% <0.01 $46.64–55.10 · VW $51.07i $619,000,405 SEC
2024   Q4 12,523,259 0.33 Add 0.33% <0.01 $43.69–51.69 · VW $47.40i $560,415,840 SEC
2024   Q3 12,482,459 0.34 Add 2.32% <0.01 $44.65–52.43 · VW $48.08i $599,906,980 SEC
2024   Q2 12,199,059 0.37 Reduce 0.46% <0.01 $50.14–60.87 · VW $54.76i $621,054,094 SEC
2024   Q1 12,255,459 0.39 Add 7.03% 0.03 $47.90–57.71 · VW $52.16i $665,593,978 SEC
2023   Q4 11,450,959 0.41 Reduce 0.86% <0.01 $52.29–62.53 · VW $56.46i $645,032,520 SEC
2023   Q3 11,550,359 0.48 Reduce 0.19% <0.01 $57.91–69.12 · VW $63.48i $713,350,172 SEC
2023   Q2 11,572,059 0.46 Add 0.34% <0.01 $52.23–75.29 · VW $61.74i $683,330,084 SEC
2023   Q1 11,533,359 0.58 Add 7.35% 0.04 $68.82–85.16 · VW $77.08i $851,738,562 SEC
2022   Q4 10,744,059 0.54 Add 3.89% 0.02 $69.15–89.13 · VW $78.48i $784,638,629 SEC
2022   Q3 10,341,859 0.66 Add 3.15% 0.02 $70.99–102.73 · VW $85.88i $862,304,000 SEC
2022   Q2 10,026,159 0.56 Add 1.22% <0.01 $77.31–117.25 · VW $95.75i $798,985,000 SEC
2022   Q1 9,905,470 0.63 Reduce 31.15% 0.21 $67.23–108.84 · VW $86.07i $1,030,070,000 SEC
2021   Q4 14,386,759 0.67 Reduce 8.72% 0.06 $65.84–77.35 · VW $69.99i $1,081,884,000 SEC
2021   Q3 15,761,859 0.67 Reduce 1.48% <0.01 $57.08–67.52 · VW $61.52i $1,021,841,000 SEC
2021   Q2 15,998,359 0.64 Add 14.50% 0.08 $52.28–65.93 · VW $59.78i $969,661,000 SEC
2021   Q1 13,972,214 0.54 Reduce 6.07% 0.03 $48.45–59.76 · VW $54.40i $752,963,000 SEC
2020   Q4 14,874,614 0.57 Reduce 0.98% <0.01 $37.79–50.81 · VW $44.32i $716,361,000 SEC
2020   Q3 15,021,814 0.54 Add 8.75% 0.04 $30.56–42.06 · VW $36.57i $589,306,000 SEC
2020   Q2 13,812,614 0.41 Add 40.14% 0.12 $29.70–39.20 · VW $34.83i $443,385,000 SEC
2020   Q1 9,856,359 0.36 Add 22.10% 0.07 $23.85–48.59 · VW $37.55i $334,525,000 SEC
2019   Q4 8,072,408 0.30 $47.91 $386,749,000 SEC
2019   Q3 8,072,408 0.33 $49.88 $402,652,000 SEC
2019   Q2 8,072,408 0.35 $53.46 $431,551,000 SEC
2019   Q1 8,072,408 0.35 Reduce 1.21% <0.01 $46.84–56.00 · VW $52.31i $425,900,000 SEC
2018   Q4 8,171,308 0.35 Reduce 16.71% 0.07 $43.96–58.99 · VW $51.77i $384,051,000 SEC
2018   Q3 9,810,476 0.44 Reduce 12.80% 0.06 $51.50–58.81 · VW $55.66i $566,064,000 SEC
2018   Q2 11,250,234 0.50 Reduce 8.60% 0.04 $44.04–55.18 · VW $50.28i $611,788,000 SEC
2018   Q1 12,308,134 0.48 Buy 0.48 $40.41–56.18 · VW $49.74i
IPO/listing quarter
$581,682,000 SEC
Price snapshot:
Current price$67.60
52-week low$52.18
52-week high$83.98