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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 109,824 <0.01 Reduce 37.90% <0.01 $43.55–58.82 · VW $52.31i $5,643,855 SEC
2025   Q4 176,849 <0.01 Reduce 62.87% <0.01 $35.51–52.40 · VW $46.42i $6,787,465 SEC
2025   Q3 476,259 0.01 Reduce 15.90% <0.01 $31.64–38.08 · VW $35.32i $16,369,022 SEC
2025   Q2 566,284 0.01 Reduce 6.77% <0.01 $32.15–38.15 · VW $35.71i $19,140,399 SEC
2025   Q1 607,409 0.01 Reduce 2.11% <0.01 $31.11–43.35 · VW $35.84i $25,389,696 SEC
2024   Q4 620,516 0.01 Reduce 3.87% <0.01 $36.52–44.66 · VW $40.95i $23,790,583 SEC
2024   Q3 645,516 0.02 Reduce 3.72% <0.01 $38.66–46.16 · VW $42.92i $27,079,396 SEC
2024   Q2 670,479 0.02 Reduce 8.51% <0.01 $42.61–50.94 · VW $45.85i $31,633,199 SEC
2024   Q1 732,847 0.02 Reduce 6.57% <0.01 $45.41–55.69 · VW $49.00i $40,167,344 SEC
2023   Q4 784,397 0.03 Reduce 6.08% <0.01 $46.91–54.37 · VW $49.87i $40,820,020 SEC
2023   Q3 835,147 0.03 Reduce 9.36% <0.01 $50.78–62.12 · VW $54.98i $48,689,070 SEC
2023   Q2 921,397 0.03 Reduce 6.59% <0.01 $42.90–60.12 · VW $53.99i $45,259,021 SEC
2023   Q1 986,423 0.03 Reduce 75.17% 0.11 $42.73–56.14 · VW $47.23i $48,433,369 SEC
2022   Q4 3,972,203 0.15 Reduce 84.55% 0.59 $46.83–59.45 · VW $53.16i $212,353,972 SEC
2022   Q3 25,705,473 0.70 Reduce 12.08% 0.09 $33.80–56.04 · VW $47.13i $922,826,000 SEC
2022   Q2 29,238,514 0.73 Reduce 4.54% 0.04 $30.65–49.83 · VW $39.54i $1,045,569,000 SEC
2022   Q1 30,629,935 0.77 Reduce 45.72% 0.48 $36.67–48.69 · VW $43.77i $1,265,323,000 SEC
2021   Q4 56,427,450 1.05 Reduce 6.85% 0.08 $27.65–42.64 · VW $36.51i $1,690,002,000 SEC
2021   Q3 60,576,824 1.17 Reduce 2.89% 0.04 $26.44–34.99 · VW $30.04i $1,795,497,000 SEC
2021   Q2 62,378,924 1.31 Reduce 9.14% 0.12 $25.90–36.87 · VW $30.27i $1,996,749,000 SEC
2021   Q1 68,655,839 1.34 Reduce 10.32% 0.14 $24.52–34.33 · VW $30.06i $1,866,752,000 SEC
2020   Q4 76,557,389 1.33 Reduce 6.55% 0.08 $20.87–29.87 · VW $26.22i $1,671,248,000 SEC
2020   Q3 81,925,245 1.17 Reduce 8.02% 0.12 $13.70–22.50 · VW $19.00i $1,274,757,000 SEC
2020   Q2 89,066,920 1.51 Reduce 2.03% 0.03 $16.96–23.74 · VW $19.90i $1,637,941,000 SEC
2020   Q1 90,915,760 1.33 Add 56.79% 0.48 $11.87–27.91 · VW $19.42i $1,226,454,000 SEC
2019   Q4 57,985,098 1.79 Reduce 1.83% 0.03 $25.45–41.14 · VW $31.23i $2,331,001,000 SEC
2019   Q3 59,068,980 1.67 Add 8.04% 0.12 $30.65–40.25 · VW $35.70i $2,018,387,000 SEC
2019   Q2 54,674,850 1.77 Add 0.96% 0.02 $31.03–41.40 · VW $34.95i $2,172,779,000 SEC
2019   Q1 54,156,506 1.95 Add 30.70% 0.46 $34.46–48.88 · VW $39.34i $2,359,599,000 SEC
2018   Q4 41,434,313 1.38 Add 0.04% <0.01 $34.99–46.61 · VW $41.89i $1,494,950,000 SEC
2018   Q3 41,418,305 1.94 Reduce 3.73% 0.09 $44.68–63.65 · VW $51.14i $2,523,203,000 SEC
2018   Q2 43,023,403 2.35 Reduce 0.92% 0.02 $61.82–70.47 · VW $65.15i $2,883,859,000 SEC
2018   Q1 43,423,343 2.33 Reduce 11.82% 0.31 $62.02–75.43 · VW $68.71i $2,812,964,000 SEC
2017   Q4 49,242,673 2.63 Add 1.28% 0.03 $61.78–80.35 · VW $69.26i $3,318,464,000 SEC
2017   Q3 48,621,287 2.80 Add 0.72% 0.02 $61.02–70.01 · VW $64.63i $3,391,821,000 SEC
2017   Q2 48,271,463 2.75 Add 12.84% 0.31 $62.56–70.69 · VW $65.59i $3,178,193,000 SEC
2017   Q1 42,777,298 2.90 Reduce 9.18% 0.33 $68.23–82.69 · VW $73.50i $3,340,907,000 SEC
2016   Q4 47,101,905 3.58 Reduce 5.79% 0.22 $79.48–87.84 · VW $82.56i $3,954,205,000 SEC
2016   Q3 49,997,984 3.77 Reduce 8.53% 0.38 $74.33–84.37 · VW $80.92i $3,931,841,000 SEC
2016   Q2 54,658,662 4.43 Reduce 12.78% 0.60 $74.53–83.97 · VW $79.17i $4,322,407,000 SEC
2016   Q1 62,666,542 4.70 Reduce 1.10% 0.05 $71.34–81.96 · VW $76.53i $4,621,657,000 SEC
2015   Q4 63,361,537 4.51 Add 2.02% 0.09 $59.60–78.22 · VW $69.85i $4,419,467,000 SEC
2015   Q3 62,107,301 4.46 Add 9.30% 0.38 $66.57–82.43 · VW $75.38i $4,283,541,000 SEC
2015   Q2 56,824,046 4.58 Reduce 0.21% <0.01 $68.01–92.61 · VW $79.33i $4,897,665,000 SEC
2015   Q1 56,942,812 4.56 Add 22.42% 0.84 $79.39–95.13 · VW $88.43i $4,751,308,000 SEC
2014   Q4 46,514,140 3.83 Add 28.91% 0.86 $75.60–89.00 · VW $82.92i $3,972,773,000 SEC
2014   Q3 36,083,334 3.59 Add 2.04% 0.07 $83.25–109.93 · VW $93.04i $3,669,314,000 SEC
2014   Q2 35,362,918 4.08 Reduce 9.89% 0.40 $102.91–118.76 · VW $110.44i $4,171,056,000 SEC
2014   Q1 39,244,199 4.04 Reduce 0.93% 0.04 $88.88–104.21 · VW $99.04i $3,826,309,000 SEC
2013   Q4 39,611,494 3.85 Reduce 1.22% 0.05 $84.91–93.84 · VW $90.58i $3,569,392,000 SEC
2013   Q3 40,100,394 4.14 Add 1.10% 0.05 $81.68–94.91 · VW $88.34i $3,543,271,000 SEC
2013   Q2 39,663,243 3.46 Buy 3.46 $70.25–85.02 · VW $78.74i $2,842,268,000 SEC
2013   Q1 0 0.00 Sell 100.00% 3.32 $69.08–79.74 · VW $73.95i SEC
2012   Q4 34,796,152 3.32 Reduce 1.01% 0.04 $67.60–82.00 · VW $75.82i $2,411,025,000 SEC
2012   Q3 35,151,702 4.44 Buy 4.44 $66.85–78.47 · VW $72.31i $2,542,523,000 SEC
2011   Q4 0 0.00 Sell 100.00% 3.17 $64.95–80.78 · VW $74.45i SEC
2011   Q3 35,317,961 3.17 Reduce 6.68% 0.26 $54.79–79.54 · VW $69.89i $2,109,542,000 SEC
2011   Q2 37,847,298 3.88 Reduce 1.81% 0.08 $72.10–95.53 · VW $81.92i $3,270,007,000 SEC
2011   Q1 38,543,591 4.16 Reduce 11.75% 0.53 $80.83–95.29 · VW $87.28i $3,594,575,000 SEC
2010   Q4 43,676,825 4.53 Reduce 13.89% 0.58 $78.30–95.64 · VW $89.12i $3,647,015,000 SEC
2010   Q3 50,721,720 4.14 Reduce 0.50% 0.02 $53.90–77.79 · VW $69.68i $3,124,965,000 SEC
2010   Q2 50,978,444 4.07 Add 3.57% 0.14 $51.67–63.72 · VW $56.24i $2,821,147,000 SEC
2010   Q1 49,220,844 3.90 Reduce 2.58% 0.11 $55.46–73.99 · VW $61.87i $3,123,555,000 SEC
2009   Q4 50,524,644 4.34 Reduce 1.55% 0.06 $58.98–72.00 · VW $64.03i $3,288,649,000 SEC
2009   Q3 51,322,416 4.11 Reduce 2.92% 0.13 $53.92–71.10 · VW $62.97i $3,058,816,000 SEC
2009   Q2 52,867,974 4.57 Add 0.76% 0.03 $48.13–63.78 · VW $56.04i $2,860,686,000 SEC
2009   Q1 52,470,555 4.10 Add 13.83% 0.50 $35.30–58.64 · VW $50.39i $2,131,354,000 SEC
2008   Q4 46,095,983 3.09 Add 87.82% 1.45 $35.05–49.25 · VW $40.79i $1,951,243,000 SEC
2008   Q3 24,542,779 2.24 Reduce 5.85% 0.16 $39.00–93.69 · VW $61.14i $1,916,546,000 SEC
2008   Q2 26,067,883 2.76 Reduce 6.13% 0.14 $88.86–111.95 · VW $98.34i $2,800,473,000 SEC
2008   Q1 27,770,943 2.31 Add 25.47% 0.47 $78.95–108.53 · VW $96.20i $2,416,072,000 SEC
2007   Q4 22,133,592 1.85 Reduce 13.52% 0.28 $72.30–102.71 · VW $87.15i $2,177,281,000 SEC
2007   Q3 25,595,358 2.08 Reduce 5.52% 0.10 $87.42–114.84 · VW $98.57i $2,687,513,000 SEC
2007   Q2 27,091,131 1.76 Reduce 2.61% 0.04 $77.45–99.40 · VW $91.12i $2,301,121,000 SEC
2007   Q1 27,818,248 1.60 Add 29.45% 0.36 $61.00–81.83 · VW $73.57i $1,922,241,000 SEC
2006   Q4 21,489,148 1.18 Add 3.19% 0.04 $55.68–69.18 · VW $62.55i $1,357,255,000 SEC
2006   Q3 20,823,974 1.23 Add 23.13% 0.23 $54.23–69.30 · VW $64.00i $1,291,711,000 SEC
2006   Q2 16,912,546 1.12 Reduce 0.52% <0.01 $54.00–68.55 · VW $61.28i $1,101,176,000 SEC
2006   Q1 17,001,138 1.13 Reduce 0.74% <0.01 $56.70–74.75 · VW $65.67i $1,075,917,000 SEC
2005   Q4 17,127,954 0.92 Add 4.29% 0.04 $47.70–65.88 · VW $57.03i $831,990,000 SEC
2005   Q3 16,423,954 0.81 Add 1.23% <0.01 $38.65–49.28 · VW $45.27i $692,927,000 SEC
2005   Q2 16,223,774 0.76 Add 6.88% 0.05 $34.31–43.90 · VW $40.44i $616,017,000 SEC
2005   Q1 15,179,054 0.66 Add 27.31% 0.14 $32.31–39.16 · VW $35.22i $534,910,000 SEC
2004   Q4 11,923,374 0.51 Add 7327.78% 0.50 $30.60–38.06 · VW $35.46i $399,135,000 SEC
2004   Q3 160,524 <0.01 Add 1.26% <0.01 $30.50–34.94 · VW $32.75i $5,402,000 SEC
2004   Q2 158,524 <0.01 Reduce 1.37% <0.01 $28.01–33.18 · VW $30.70i $5,034,000 SEC
2004   Q1 160,724 0.02 Add 0.56% <0.01 $27.38–33.38 · VW $29.78i $5,131,000 SEC
2003   Q4 159,824 0.01 Reduce 7.25% <0.01 $23.33–32.54 · VW $29.37i $4,373,000 SEC
2003   Q3 172,324 0.01 Reduce 2.09% <0.01 $22.73–26.05 · VW $24.08i $4,170,000 SEC
2003   Q2 176,004 0.01 Reduce 3.40% <0.01 $22.25–25.08 · VW $24.03i $4,186,000 SEC
2003   Q1 182,204 0.01 Reduce 1.41% <0.01 $18.04–24.50 · VW $22.28i $3,463,000 SEC
2002   Q4 184,804 0.01 Reduce 5.28% <0.01 $17.81–23.42 · VW $20.68i $3,889,000 SEC
2002   Q3 195,104 0.01 Reduce 2.20% <0.01 $16.70–22.25 · VW $20.36i $3,752,000 SEC
2002   Q2 199,484 0.02 Reduce 1.38% <0.01 $17.93–25.92 · VW $21.82i $4,638,000 SEC
2002   Q1 202,284 0.02 Reduce 1.24% <0.01 $25.66–31.22 · VW $27.56i $5,949,000 SEC
2001   Q4 204,834 0.02 Reduce 6.31% <0.01 $23.64–29.93 · VW $27.56i $5,628,000 SEC
2001   Q3 218,634 0.02 Reduce 1.20% <0.01 $20.42–27.08 · VW $23.83i $4,996,000 SEC
2001   Q2 221,284 0.02 Reduce 0.98% <0.01 $23.45–32.93 · VW $26.96i $5,825,000 SEC
2001   Q1 223,484 0.03 Reduce 2.83% <0.01 $26.42–34.80 · VW $30.91i $6,437,000 SEC
2000   Q4 229,984 0.04 Reduce 1.12% <0.01 $29.85–41.41 · VW $34.38i $9,192,000 SEC
2000   Q3 232,584 0.05 Reduce 94.62% 0.87 $30.59–43.84 · VW $35.15i $9,572,000 SEC
2000   Q2 4,324,684 0.92 Add 4.23% 0.04 $34.31–44.44 · VW $40.47i $161,364,000 SEC
2000   Q1 4,149,084 0.93 Reduce 5.07% 0.04 $33.41–42.19 · VW $37.46i $158,702,000 SEC
1999   Q4 4,370,584 0.71 Reduce 1.21% 0.01 $26.34–36.94 · VW $33.40i $122,649,000 SEC
1999   Q3 4,424,184 0.84 Reduce 1.07% <0.01 $26.81–35.34 · VW $30.84i $137,840,000 SEC
1999   Q2 4,472,084 0.78 Add 0.59% <0.01 $29.31–34.44 · VW $32.36i $142,407,000 SEC
1999   Q1 4,445,684 0.84 $30.10 $133,787,000 SEC
Price snapshot:
Current price$47.36
Avg. buy price$46.15
+/- since buy2.63%
52-week low$31.05
52-week high$58.51