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  TE Connectivity plc (TEL)
← All TEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,688,950 1.69 Reduce 1.24% 0.02 $191.12–245.00 · VW $220.93i $3,070,284,329 SEC
2025   Q4 14,873,850 1.83 Reduce 7.27% 0.14 $212.32–250.67 · VW $232.66i $3,383,949,614 SEC
2025   Q3 16,039,754 1.90 Reduce 5.87% 0.09 $167.37–221.00 · VW $203.74i $3,521,207,196 SEC
2025   Q2 17,039,803 1.61 Add 6.35% 0.10 $116.30–170.23 · VW $150.77i $2,874,103,572 SEC
2025   Q1 16,022,480 1.29 Add 0.36% <0.01 $138.24–156.98 · VW $147.84i $2,264,296,874 SEC
2024   Q4 15,965,609 1.33 Reduce 0.15% <0.01 $141.52–156.90 · VW $148.50i $2,282,603,119 SEC
2024   Q3 15,990,186 1.37 Add 1.42% 0.02 $140.60–159.98 · VW $151.06i $2,414,358,184 SEC
2024   Q2 15,766,921 1.42 Reduce 0.30% <0.01 $137.61–153.54 · VW $145.67i $2,371,817,926 SEC
2024   Q1 15,814,523 1.33 Add 0.94% 0.01 $128.52–146.84 · VW $141.54i $2,296,901,321 SEC
2023   Q4 15,667,374 1.40 Reduce 1.20% 0.02 $115.00–143.81 · VW $127.40i $2,201,266,047 SEC
2023   Q3 15,858,194 1.33 Reduce 0.72% 0.01 $119.64–146.60 · VW $134.25i $1,958,962,705 SEC
2023   Q2 15,973,199 1.50 Reduce 1.04% 0.02 $118.12–140.84 · VW $126.91i $2,238,803,572 SEC
2023   Q1 16,140,880 1.45 Reduce 0.65% <0.01 $113.46–135.05 · VW $126.52i $2,116,876,346 SEC
2022   Q4 16,247,285 1.28 Reduce 3.93% 0.06 $104.76–128.61 · VW $119.31i $1,865,188,261 SEC
2022   Q3 16,911,094 1.42 Reduce 1.04% 0.01 $107.12–138.24 · VW $123.98i $1,866,308,000 SEC
2022   Q2 17,088,935 1.34 Add 0.17% <0.01 $110.11–132.97 · VW $123.88i $1,933,613,000 SEC
2022   Q1 17,059,944 1.36 Reduce 0.39% <0.01 $125.48–165.81 · VW $139.78i $2,234,512,000 SEC
2021   Q4 17,125,954 1.72 Reduce 3.99% 0.06 $137.50–166.44 · VW $152.50i $2,763,101,000 SEC
2021   Q3 17,837,580 1.60 Reduce 5.10% 0.09 $130.72–153.54 · VW $144.56i $2,447,673,000 SEC
2021   Q2 18,795,735 1.67 Reduce 7.43% 0.14 $127.54–139.58 · VW $134.15i $2,541,371,000 SEC
2021   Q1 20,304,587 1.88 Reduce 12.90% 0.29 $116.87–136.01 · VW $126.97i $2,621,525,000 SEC
2020   Q4 23,312,540 2.24 Reduce 23.77% 0.65 $94.16–121.23 · VW $109.57i $2,822,449,000 SEC
2020   Q3 30,583,492 2.74 Reduce 7.33% 0.18 $78.16–103.20 · VW $92.43i $2,989,231,000 SEC
2020   Q2 33,004,208 2.48 Add 3.05% 0.07 $57.53–92.91 · VW $76.95i $2,691,493,000 SEC
2020   Q1 32,028,904 2.19 Add 10.32% 0.20 $48.62–101.00 · VW $78.68i $2,017,180,000 SEC
2019   Q4 29,033,403 2.14 Reduce 5.74% 0.14 $85.02–96.12 · VW $91.93i $2,782,561,000 SEC
2019   Q3 30,801,837 2.37 Reduce 1.29% 0.03 $86.55–97.99 · VW $91.93i $2,870,115,000 SEC
2019   Q2 31,203,386 2.43 Add 0.30% <0.01 $82.03–96.78 · VW $90.48i $2,988,660,000 SEC
2019   Q1 31,111,066 2.07 Add 27.50% 0.45 $72.24–84.43 · VW $80.30i $2,512,219,000 SEC
2018   Q4 24,400,495 1.70 Add 9.85% 0.15 $69.84–87.78 · VW $77.06i $1,845,409,000 SEC
2018   Q3 22,211,855 1.50 Reduce 0.45% <0.01 $87.37–95.79 · VW $91.64i $1,953,088,000 SEC
2018   Q2 22,312,099 1.63 Reduce 4.67% 0.09 $88.71–102.65 · VW $93.88i $2,009,428,000 SEC
2018   Q1 23,406,224 1.94 Reduce 5.23% 0.10 $92.48–108.23 · VW $101.02i $2,338,282,000 SEC
2017   Q4 24,697,064 1.86 Reduce 8.90% 0.17 $82.97–97.17 · VW $92.59i $2,347,209,000 SEC
2017   Q3 27,108,837 1.86 Reduce 0.26% <0.01 $77.15–85.20 · VW $80.63i $2,251,660,000 SEC
2017   Q2 27,179,182 1.85 Reduce 0.59% 0.01 $71.93–80.70 · VW $77.48i $2,138,458,000 SEC
2017   Q1 27,341,707 1.77 Reduce 0.98% 0.02 $66.20–76.77 · VW $73.96i $2,038,324,000 SEC
2016   Q4 27,613,637 1.73 Reduce 1.97% 0.03 $60.59–71.87 · VW $66.31i $1,913,073,000 SEC
2016   Q3 28,169,629 1.74 Reduce 1.01% 0.02 $54.78–64.86 · VW $61.35i $1,813,561,000 SEC
2016   Q2 28,455,613 1.67 Reduce 1.54% 0.03 $54.54–63.95 · VW $59.35i $1,625,100,000 SEC
2016   Q1 28,899,289 1.82 Reduce 18.13% 0.42 $51.70–63.79 · VW $57.91i $1,789,444,000 SEC
2015   Q4 35,300,732 2.33 Reduce 0.02% <0.01 $58.57–67.99 · VW $64.54i $2,280,780,000 SEC
2015   Q3 35,309,351 2.20 Add 0.21% <0.01 $54.32–64.98 · VW $60.45i $2,114,677,000 SEC
2015   Q2 35,235,611 2.12 Reduce 5.33% 0.14 $63.51–71.70 · VW $67.56i $2,265,650,000 SEC
2015   Q1 37,218,367 2.56 Reduce 3.15% 0.07 $60.54–73.73 · VW $68.93i $2,665,579,000 SEC
2014   Q4 38,427,408 2.34 Add 11.00% 0.23 $51.03–65.21 · VW $60.29i $2,430,534,000 SEC
2014   Q3 34,620,289 1.87 Reduce 0.05% <0.01 $54.55–65.01 · VW $60.80i $1,914,156,000 SEC
2014   Q2 34,637,731 2.10 Reduce 1.40% 0.03 $56.28–62.63 · VW $59.82i $2,141,997,000 SEC
2014   Q1 35,131,256 2.23 Reduce 0.17% <0.01 $54.16–61.14 · VW $57.85i $2,115,253,000 SEC
2013   Q4 35,191,231 2.09 Reduce 1.54% 0.03 $49.22–55.81 · VW $52.79i $1,939,389,000 SEC
2013   Q3 35,743,431 2.16 Reduce 0.37% <0.01 $45.77–54.19 · VW $50.25i $1,850,795,000 SEC
2013   Q2 35,875,879 1.99 Buy 1.99 $38.75–46.89 · VW $43.87i $1,633,788,000 SEC
2013   Q1 0 0.00 Sell 100.00% 1.86 $36.69–42.60 · VW $39.88i SEC
2012   Q4 36,424,495 1.86 Reduce 2.14% 0.05 $31.74–38.00 · VW $34.57i $1,352,077,000 SEC
2012   Q3 37,221,642 2.21 Buy 2.21 $30.41–37.49 · VW $33.91i $1,265,908,000 SEC
2011   Q4 0 0.00 Sell 100.00% 1.48 $26.58–37.20 · VW $32.67i SEC
2011   Q3 35,049,850 1.48 Add 4.46% 0.06 $26.67–38.52 · VW $31.65i $986,303,000 SEC
2011   Q2 33,554,799 1.47 Reduce 4.68% 0.07 $33.12–38.06 · VW $35.71i $1,233,474,000 SEC
2011   Q1 35,202,023 1.42 Buy 1.42 $32.29–38.59 · VW $35.62i $1,225,734,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.73 $10.49–21.77 · VW $18.10i SEC
2009   Q1 34,194,599 0.73 Add 24.03% 0.14 $7.40–17.86 · VW $11.99i $377,508,000 SEC
2008   Q4 27,570,442 0.71 Add 24.94% 0.14 $12.85–27.91 · VW $18.45i $446,917,000 SEC
2008   Q3 22,066,683 0.71 Add 5.41% 0.04 $24.90–37.57 · VW $31.36i $610,364,000 SEC
2008   Q2 20,933,983 0.74 Reduce 19.99% 0.17 $33.60–40.34 · VW $37.62i $749,855,000 SEC
2008   Q1 26,165,020 0.86 Reduce 7.70% 0.07 $30.19–37.78 · VW $33.59i $897,983,000 SEC
2007   Q4 28,347,275 0.89 Add 0.67% <0.01 $31.31–38.46 · VW $35.91i $1,052,534,000 SEC
2007   Q3 28,159,259 0.77 Buy 0.77 $32.00–41.28 · VW $35.71i
IPO/listing quarter
$997,683,000 SEC
Price snapshot:
Current price$198.18
Avg. buy price$66.89
+/- since buy196.27%
52-week low$171.73
52-week high$251.59