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  Sun Communities, Inc. (SUI)
← All SUI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,266,030 0.99 Reduce 1.56% 0.02 $115.90–137.85 · VW $128.74i $1,796,949,139 SEC
2025   Q4 14,491,865 0.97 Add 0.08% <0.01 $118.56–131.50 · VW $125.77i $1,795,686,992 SEC
2025   Q3 14,480,815 1.01 Add 1.99% 0.02 $115.53–131.78 · VW $125.80i $1,868,025,135 SEC
2025   Q2 14,198,760 1.01 Add 4.04% 0.04 $109.22–133.19 · VW $124.20i $1,796,001,152 SEC
2025   Q1 13,647,820 1.00 Add 42.08% 0.30 $119.36–137.77 · VW $129.43i $1,755,655,565 SEC
2024   Q4 9,606,018 0.69 Add 61.14% 0.26 $119.00–140.49 · VW $127.78i $1,181,252,033 SEC
2024   Q3 5,961,165 0.46 Add 6.89% 0.03 $116.87–147.83 · VW $133.83i $805,651,450 SEC
2024   Q2 5,576,740 0.40 Add 2.92% 0.01 $110.98–128.49 · VW $117.60i $671,104,892 SEC
2024   Q1 5,418,615 0.40 Buy 0.40 $122.11–136.61 · VW $129.64i $696,725,517 SEC
Price snapshot:
Current price$120.80
Avg. buy price$127.20
+/- since buy-5.03%
52-week low$111.60
52-week high$135.36