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  V.F. Corp. (VFC)
← All VFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 33,024,625 0.31 Reduce 18.82% 0.08 $15.56–22.27 · VW $18.34i $561,088,379 SEC
2025   Q4 40,679,850 0.40 Reduce 0.73% <0.01 $16.98–21.92 · VW $19.44i $735,491,688 SEC
2025   Q3 40,977,400 0.32 Add 0.06% <0.01 $13.02–17.69 · VW $16.07i $591,303,882 SEC
2025   Q2 40,954,100 0.27 Reduce 0.02% <0.01 $11.06–15.57 · VW $13.92i $481,210,675 SEC
2025   Q1 40,961,475 0.36 Reduce 3.50% 0.02 $9.41–25.09 · VW $15.65i $635,722,092 SEC
2024   Q4 42,447,650 0.53 Reduce 0.15% <0.01 $20.24–29.02 · VW $24.73i $910,926,569 SEC
2024   Q3 42,512,850 0.48 Reduce 0.10% <0.01 $16.51–23.09 · VW $19.94i $848,131,358 SEC
2024   Q2 42,556,750 0.34 Add 20.11% 0.06 $12.68–18.86 · VW $16.58i $574,516,125 SEC
2024   Q1 35,430,050 0.32 Add 9.66% 0.03 $11.00–16.52 · VW $13.60i $543,496,967 SEC
2023   Q4 32,308,600 0.39 Add 0.60% <0.01 $14.44–20.69 · VW $17.16i $607,401,680 SEC
2023   Q3 32,115,750 0.38 Buy 0.38 $12.85–20.49 · VW $16.69i $567,485,303 SEC
2018   Q2 0 0.00 Sell 100.00% <0.01 $75.76–91.34 · VW $84.62i SEC
2018   Q1 3,123 <0.01 Reduce 7.85% $67.87–78.09 · VW $74.13i $218,000 SEC
2017   Q4 3,389 <0.01 $69.64 $236,000 SEC
2017   Q3 3,389 <0.01 Buy <0.01 $57.97–70.50 · VW $65.72i $203,000 SEC
2016   Q3 0 0.00 Sell 100.00% <0.01 $48.74–57.98 · VW $52.68i SEC
2016   Q2 3,495 <0.01 $57.80 $202,000 SEC
2016   Q1 3,495 <0.01 Reduce 4.35% $56.02–63.18 · VW $59.29i $213,000 SEC
2015   Q4 3,654 <0.01 Reduce 14.96% $49.16–62.43 · VW $57.63i $214,000 SEC
2015   Q3 4,297 <0.01 $64.24 $276,000 SEC
2015   Q2 4,297 <0.01 Reduce 5.02% $63.26–72.88 · VW $68.11i $282,000 SEC
2015   Q1 4,524 <0.01 $70.95 $321,000 SEC
2014   Q4 4,524 <0.01 Reduce 10.50% $63.89–73.29 · VW $69.79i $319,000 SEC
2014   Q3 5,055 <0.01 Reduce 29.59% <0.01 $58.15–71.03 · VW $66.65i $314,000 SEC
2014   Q2 7,179 <0.01 $59.34 $426,000 SEC
2014   Q1 7,179 <0.01 Reduce 25.39% <0.01 $54.21–60.25 · VW $57.93i $418,000 SEC
2013   Q4 9,622 <0.01 $58.72 $565,000 SEC
2013   Q3 9,622 <0.01 $46.87 $451,000 SEC
2013   Q2 9,622 <0.01 Buy <0.01 $41.37–47.63 · VW $44.36i $437,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $37.52–44.23 · VW $41.68i SEC
2012   Q4 9,622 <0.01 Reduce 34.73% <0.01 $33.61–38.55 · VW $36.71i $342,000 SEC
2012   Q3 14,741 <0.01 $37.52 $553,000 SEC
2012   Q2 14,741 <0.01 Reduce 0.85% $30.49–36.29 · VW $34.24i $463,000 SEC
2012   Q1 14,868 <0.01 $34.37 $511,000 SEC
2011   Q4 14,868 <0.01 $29.86 $444,000 SEC
2011   Q3 14,868 <0.01 Reduce 27.76% <0.01 $25.32–33.55 · VW $30.51i $425,000 SEC
2011   Q2 20,582 <0.01 Reduce 65.14% <0.01 $21.56–30.91 · VW $26.68i $526,000 SEC
2011   Q1 59,047 <0.01 Reduce 6.71% <0.01 $21.70–25.63 · VW $23.60i $1,370,000 SEC
2010   Q4 63,295 <0.01 Reduce 4.49% <0.01 $18.93–23.60 · VW $21.68i $1,284,000 SEC
2010   Q3 66,269 <0.01 Reduce 12.24% <0.01 $16.86–21.02 · VW $19.13i $1,264,000 SEC
2010   Q2 75,508 <0.01 $16.75 $1,265,000 SEC
2010   Q1 75,508 <0.01 $18.87 $1,425,000 SEC
2009   Q4 75,508 <0.01 Reduce 1.66% $16.54–18.29 · VW $17.68i $1,302,000 SEC
2009   Q3 76,783 <0.01 Reduce 3.73% <0.01 $15.95–18.78 · VW $17.28i $1,309,000 SEC
2009   Q2 79,756 <0.01 Reduce 34.07% <0.01 $12.60–16.77 · VW $15.25i $1,039,000 SEC
2009   Q1 120,962 <0.01 Reduce 1.39% $10.84–16.41 · VW $13.54i $1,626,000 SEC
2008   Q4 122,661 <0.01 Reduce 14.76% <0.01 $11.07–14.12 · VW $12.47i $1,581,000 SEC
2008   Q3 143,901 <0.01 $18.20 $2,619,000 SEC
2008   Q2 143,901 <0.01 Reduce 2.87% <0.01 $15.42–18.86 · VW $17.65i $2,411,000 SEC
2008   Q1 148,149 <0.01 $18.25 $2,703,000 SEC
2007   Q4 148,149 <0.01 Reduce 2.81% <0.01 $14.99–19.61 · VW $17.50i $2,395,000 SEC
2007   Q3 152,439 <0.01 Reduce 15.93% <0.01 $17.16–20.95 · VW $18.57i $2,898,000 SEC
2007   Q2 181,326 <0.01 Reduce 47.06% <0.01 $18.46–22.65 · VW $19.97i $3,909,000 SEC
2007   Q1 342,495 <0.01 Reduce 51.24% <0.01 $18.11–22.10 · VW $20.76i $6,661,000 SEC
2006   Q4 702,441 0.01 Reduce 95.36% 0.24 $17.32–19.61 · VW $18.56i $13,573,000 SEC
2006   Q3 15,122,867 0.25 Reduce 47.29% 0.22 $16.25–18.60 · VW $17.77i $259,702,000 SEC
2006   Q2 28,690,006 0.47 Reduce 0.78% <0.01 $14.63–16.56 · VW $15.88i $458,716,000 SEC
2006   Q1 28,915,575 0.41 Add 0.50% <0.01 $12.54–14.91 · VW $14.09i $387,311,000 SEC
2005   Q4 28,771,636 0.42 Reduce 0.31% <0.01 $12.75–14.00 · VW $13.22i $374,817,000 SEC
2005   Q3 28,862,110 0.46 Reduce 1.04% <0.01 $11.87–14.36 · VW $13.19i $393,865,000 SEC
2005   Q2 29,164,143 0.48 Reduce 0.92% <0.01 $13.24–14.50 · VW $13.90i $392,837,000 SEC
2005   Q1 29,435,165 0.51 Reduce 0.59% <0.01 $12.85–14.28 · VW $13.47i $409,792,000 SEC
2004   Q4 29,608,696 0.49 Reduce 34.15% 0.26 $12.29–14.30 · VW $13.55i $386,000,000 SEC
2004   Q3 44,960,968 0.76 Reduce 0.63% <0.01 $11.10–13.02 · VW $12.27i $523,380,000 SEC
2004   Q2 45,246,009 0.78 Reduce 0.58% 0.01 $10.80–11.88 · VW $11.43i $518,710,000 SEC
2004   Q1 45,508,535 1.80 Add 22.46% 0.33 $10.02–11.41 · VW $10.83i $500,294,000 SEC
2003   Q4 37,161,428 1.26 Add 0.68% <0.01 $9.48–10.71 · VW $10.25i $378,263,000 SEC
2003   Q3 36,909,946 1.07 Add 5.29% 0.05 $8.99–10.38 · VW $9.69i $338,081,000 SEC
2003   Q2 35,055,409 0.86 Add 4.17% 0.03 $7.87–9.49 · VW $8.93i $280,328,000 SEC
2003   Q1 33,653,145 0.92 Reduce 0.72% <0.01 $7.74–9.46 · VW $8.72i $298,109,000 SEC
2002   Q4 33,896,487 0.89 Add 5.94% 0.05 $7.68–9.10 · VW $8.25i $287,657,000 SEC
2002   Q3 31,995,082 0.95 Reduce 0.83% <0.01 $7.42–9.67 · VW $8.67i $270,994,000 SEC
2002   Q2 32,264,452 1.00 Reduce 15.58% 0.20 $7.98–10.14 · VW $9.22i $297,808,000 SEC
2002   Q1 38,219,298 1.28 Add 1.75% 0.02 $9.85–10.74 · VW $10.20i $389,121,000 SEC
2001   Q4 37,562,770 1.30 Reduce 0.50% <0.01 $8.79–10.03 · VW $9.57i $344,944,000 SEC
2001   Q3 37,751,020 1.13 Add 1.28% 0.01 $6.63–9.41 · VW $8.32i $260,116,000 SEC
2001   Q2 37,272,908 1.35 Add 0.25% <0.01 $7.67–9.86 · VW $8.56i $319,206,000 SEC
2001   Q1 37,179,027 1.44 Reduce 2.63% 0.04 $7.84–10.05 · VW $9.21i $306,324,000 SEC
2000   Q4 38,182,829 1.55 Add 4.54% 0.07 $6.40–8.69 · VW $7.86i $325,741,000 SEC
2000   Q3 36,525,685 1.10 Add 24.50% 0.22 $5.30–6.83 · VW $6.15i $212,271,000 SEC
2000   Q2 29,337,007 0.94 Add 35.25% 0.24 $5.13–7.36 · VW $5.96i $164,450,000 SEC
2000   Q1 21,691,138 0.72 Add 127.25% 0.40 $4.93–7.18 · VW $6.29i $122,867,000 SEC
1999   Q4 9,545,256 0.39 Add 13987.69% 0.38 $5.24–7.50 · VW $6.18i $67,410,000 SEC
1999   Q3 67,756 <0.01 $7.29 $494,000 SEC
1999   Q2 67,756 <0.01 Reduce 42.10% <0.01 $8.43–11.11 · VW $9.34i $681,000 SEC
1999   Q1 117,032 <0.01 $11.18 $1,309,000 SEC
Price snapshot:
Current price$16.88
Avg. buy price$16.80
+/- since buy0.45%
52-week low$10.87
52-week high$22.15