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 Sunbelt Rentals Holdings, Inc. (SUNB)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	53,101,847	1.90	Buy	1.90	$61.85–76.77 · VW $69.74i IPO/listing quarter	$3,456,399,221	SEC

Price snapshot:

Current price$73.82

Avg. buy price$65.09

+/- since buy13.41%

52-week low$60.40

52-week high$85.79