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  Trip.com Group Ltd. (TCOM)
← All TCOM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 49,250 <0.01 Add 155.84% <0.01 $48.48–78.99 · VW $58.91i $2,452,158 SEC
2025   Q4 19,250 <0.01 $71.91 $1,384,268 SEC
2025   Q3 19,250 <0.01 $75.20 $1,447,600 SEC
2025   Q2 19,250 <0.01 Add 11.92% <0.01 $51.35–67.44 · VW $59.79i $1,128,820 SEC
2025   Q1 17,200 <0.01 $63.58 $1,093,576 SEC
2024   Q4 17,200 <0.01 Reduce 4.97% $57.55–77.18 · VW $65.68i $1,180,952 SEC
2024   Q3 18,100 <0.01 Reduce 40.46% <0.01 $38.23–63.87 · VW $50.01i $1,075,683 SEC
2024   Q2 30,400 <0.01 $47.00 $1,428,800 SEC
2024   Q1 30,400 <0.01 $43.89 $1,334,256 SEC
2023   Q4 30,400 <0.01 Add 27.20% <0.01 $31.55–36.71 · VW $34.39i $1,094,704 SEC
2023   Q3 23,900 <0.01 $34.97 $835,783 SEC
2023   Q2 23,900 <0.01 Add 14.35% <0.01 $30.70–38.47 · VW $34.13i $836,500 SEC
2023   Q1 20,900 <0.01 $37.67 $787,303 SEC
2022   Q4 20,900 <0.01 Buy <0.01 $19.25–35.99 · VW $29.36i $718,960 SEC
2022   Q3 0 0.00 Sell 100.00% <0.01 $23.81–30.04 · VW $26.33i SEC
2022   Q2 34,500 <0.01 Add 200.00% <0.01 $18.46–29.31 · VW $23.77i $947,000 SEC
2022   Q1 11,500 <0.01 Reduce 58.03% <0.01 $14.29–30.71 · VW $24.33i $266,000 SEC
2021   Q4 27,400 <0.01 Add 132.20% <0.01 $21.40–33.27 · VW $27.18i $675,000 SEC
2021   Q3 11,800 <0.01 Add 31.11% $23.61–36.06 · VW $28.91i $363,000 SEC
2021   Q2 9,000 <0.01 Buy <0.01 $34.65–42.04 · VW $38.55i $319,000 SEC
Price snapshot:
Current price$42.36
Avg. buy price$44.92
+/- since buy-5.71%
52-week low$38.04
52-week high$78.99