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  Ultrapar Particpac-Spon Adr Sp (UGP)
← All UGP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q3 0 0.00 Sell 100.00% 1.11 $10.69–12.13 · VW $11.28i SEC
2012   Q2 21,940,656 1.11 Reduce 36.18% 0.58 $9.51–11.49 · VW $10.85i $248,807,000 SEC
2012   Q1 34,381,656 1.61 Reduce 17.51% 0.29 $8.85–11.68 · VW $10.64i $372,869,000 SEC
2011   Q4 41,677,668 1.63 Reduce 12.13% 0.07 $7.69–9.44 · VW $8.68i $358,428,000 SEC
2011   Q3 47,433,656 0.56 Reduce 2.48% 0.01 $7.28–9.22 · VW $8.40i $375,437,000 SEC
2011   Q2 48,638,056 0.52 $9.07 $440,904,000 SEC
2011   Q1 48,638,056 0.48 Add 0.02% <0.01 $7.36–8.66 · VW $8.01i $412,208,000 SEC
2010   Q4 48,629,056 0.49 Add 0.02% <0.01 $7.35–8.27 · VW $7.82i $392,801,000 SEC
2010   Q3 48,621,056 0.49 Add 0.16% <0.01 $5.87–7.68 · VW $6.85i $371,951,000 SEC
2010   Q2 48,541,056 0.41 $5.91 $286,938,000 SEC
2010   Q1 48,541,056 0.37 $6.05 $293,855,000 SEC
2009   Q4 48,541,056 0.38 Add 0.08% <0.01 $4.82–6.38 · VW $5.78i $284,572,000 SEC
2009   Q3 48,501,056 0.33 $5.02 $243,536,000 SEC
2009   Q2 48,501,056 0.31 Reduce 0.87% <0.01 $2.95–4.43 · VW $3.74i $191,761,000 SEC
2009   Q1 48,925,856 0.28 Reduce 2.46% <0.01 $2.60–3.23 · VW $2.89i $144,087,000 SEC
2008   Q4 50,162,016 0.22 Add 31.84% 0.05 $1.69–3.35 · VW $2.61i $141,018,000 SEC
2008   Q3 38,048,336 0.14 Add 5.23% <0.01 $2.58–4.95 · VW $4.09i $118,996,000 SEC
2008   Q2 36,158,280 0.17 $4.75 $171,887,000 SEC
2008   Q1 36,158,280 0.15 Reduce 33.73% 0.07 $3.55–4.92 · VW $4.31i $155,797,000 SEC
2007   Q4 54,558,280 0.20 $4.33 $236,237,000 SEC
2007   Q3 54,558,280 0.20 $4.84 $264,130,000 SEC
2007   Q2 54,558,280 0.17 $4.15 $226,417,000 SEC
2007   Q1 54,558,280 0.17 $3.68 $200,502,000 SEC
2006   Q4 54,558,280 0.14 $2.88 $156,855,000 SEC
2006   Q3 54,558,280 0.12 $2.22 $120,983,000 SEC
2006   Q2 54,558,280 0.11 $1.97 $107,275,000 SEC
2006   Q1 54,558,280 0.13 Add 7.59% <0.01 $1.73–2.30 · VW $2.03i $121,119,000 SEC
2005   Q4 50,710,280 0.10 Add 12.03% 0.01 $1.67–2.17 · VW $1.94i $88,299,000 SEC
2005   Q3 45,264,680 0.11 Add 21.29% 0.02 $1.77–2.25 · VW $2.04i $96,810,000 SEC
2005   Q2 37,320,680 0.10 Add 58.10% 0.04 $1.92–2.43 · VW $2.20i $81,872,000 SEC
2005   Q1 23,606,280 0.06 Add 47.11% 0.02 $1.93–2.62 · VW $2.16i $47,095,000 SEC
2004   Q4 16,047,200 0.05 Add 84.79% 0.02 $1.81–2.50 · VW $2.26i $39,737,000 SEC
2004   Q3 8,684,000 0.03 Add 1.68% <0.01 $1.26–2.00 · VW $1.72i $17,314,000 SEC
2004   Q2 8,540,800 0.02 Add 7.94% <0.01 $1.09–1.49 · VW $1.29i $10,868,000 SEC
2004   Q1 7,912,800 0.04 Add 6.02% <0.01 $1.41–1.68 · VW $1.51i $11,721,000 SEC
2003   Q4 7,463,200 0.04 Add 81.11% 0.02 $1.28–1.62 · VW $1.45i $11,885,000 SEC
2003   Q3 4,120,800 0.02 Add 50.61% <0.01 $1.09–1.33 · VW $1.18i $5,367,000 SEC
2003   Q2 2,736,000 <0.01 $1.15 $3,153,000 SEC
2003   Q1 2,736,000 <0.01 $0.86 $2,353,000 SEC
2002   Q4 2,736,000 <0.01 Add 25.74% <0.01 $0.63–0.90 · VW $0.81i $2,302,000 SEC
2002   Q3 2,176,000 <0.01 Add 31.40% <0.01 $0.66–0.97 · VW $0.79i $1,534,000 SEC
2002   Q2 1,656,000 <0.01 Add 109.09% <0.01 $0.85–1.19 · VW $1.05i $1,501,000 SEC
2002   Q1 792,000 <0.01 Add 33.78% <0.01 $0.96–1.16 · VW $1.07i $921,000 SEC
2001   Q4 592,000 <0.01 Add 15.63% <0.01 $0.62–1.00 · VW $0.78i $570,000 SEC
2001   Q3 512,000 <0.01 Add 54.59% <0.01 $0.64–1.03 · VW $0.84i $339,000 SEC
2001   Q2 331,200 <0.01 Add 187.50% <0.01 $0.82–1.11 · VW $0.96i $311,000 SEC
2001   Q1 115,200 <0.01 $1.10 $127,000 SEC
2000   Q4 115,200 <0.01 $1.05 $121,000 SEC
2000   Q3 115,200 <0.01 $1.44 $166,000 SEC
2000   Q2 115,200 <0.01 $1.24 $143,000 SEC
2000   Q1 115,200 <0.01 Buy <0.01 $1.27–1.70 · VW $1.48i $158,000 SEC