MondegarAI
DODGE & COX

Q4 2024 · 13F-HR

DODGE & COXholdings as filed

Filed 2025-02-13 · accession 0000950123-25-002054

$171.84B
Reported value
214
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808513105SCHWThe Charles Schwab Corp.$6.61B3.85%89,369,528CommonSOLE
337738108FISVFiserv, Inc.$6.61B3.85%32,192,395CommonSOLE
G51502105JCIJohnson Controls International PLC$6.34B3.69%80,369,871CommonSOLE
75513E101RTXRTX Corp.$5.15B3.00%44,491,403CommonSOLE
949746101WMT2Wells Fargo & Co.$4.95B2.88%70,452,850CommonSOLE
59156R108METMetLife, Inc.$4.43B2.58%54,154,554CommonSOLE
16119P108CHTRCharter Communications, Inc.$3.96B2.30%11,547,176CommonSOLE
31428X106FDXFedEx Corp.$3.91B2.27%13,889,624CommonSOLE
09857L108BKNGBooking Holdings, Inc.$3.89B2.27%783,572CommonSOLE
594918104MSFTMicrosoft Corp.$3.82B2.22%9,061,091CommonSOLE
023135106AMZNAmazon.com, Inc.$3.77B2.19%17,172,957CommonSOLE
80105N105SNYSanofi SA$3.63B2.11%75,220,588CommonSOLE
674599105OXYOccidental Petroleum Corp.$3.46B2.01%70,002,502CommonSOLE
02079K107GOOGAlphabet, Inc.$3.45B2.01%18,131,757CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$3.43B2.00%44,699,198CommonSOLE
126650100CVSCVS Health Corp.$3.15B1.83%70,105,899CommonSOLE
14040H105COFCapital One Financial Corp.$3.08B1.79%17,284,997CommonSOLE
375558103GILDGilead Sciences, Inc.$3.04B1.77%32,947,717CommonSOLE
20030N101CMCSAComcast Corp.$2.97B1.73%79,102,667CommonSOLE
31620M106FISFidelity National Information Services, Inc.$2.77B1.61%34,327,527CommonSOLE
459506101IFFInternational Flavors & Fragrances, Inc.$2.66B1.55%31,437,763CommonSOLE
444859102HUMHumana, Inc.$2.59B1.51%10,198,040CommonSOLE
655844108NSCNorfolk Southern Corp.$2.51B1.46%10,689,209CommonSOLE
125523100CIThe Cigna Group$2.42B1.41%8,772,608CommonSOLE
369604301GEGE Aerospace$2.36B1.37%14,161,304CommonSOLE
37733W204GSKGSK PLC$2.31B1.35%68,440,912CommonSOLE
G87052109TELTE Connectivity PLC$2.28B1.33%15,965,609CommonSOLE
02079K305GOOGLAlphabet, Inc.$2.27B1.32%12,005,162CommonSOLE
H42097107UBSUBS Group AG$2.24B1.30%73,497,042CommonSOLE
30303M102METAMeta Platforms, Inc.$2.23B1.30%3,810,837CommonSOLE
38141G104GSThe Goldman Sachs Group, Inc.$2.22B1.29%3,870,536CommonSOLE
05352A100AVTRAvantor, Inc.$2.09B1.22%99,145,770CommonSOLE
872590104TMUST-Mobile U.S., Inc.$2.07B1.21%9,382,681CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$2.07B1.20%4,093,228CommonSOLE
98956P102ZBHZimmer Biomet Holdings, Inc.$2.02B1.18%19,118,436CommonSOLE
03524A108BUDAnheuser-Busch InBev SA/NV$2.00B1.17%39,996,830CommonSOLE
969457100WMBThe Williams Co., Inc.$1.97B1.14%36,348,514CommonSOLE
009158106APDAir Products & Chemicals, Inc.$1.93B1.12%6,663,154CommonSOLE
05722G100BKRBaker Hughes Co.$1.87B1.09%45,658,130CommonSOLE
405552100HLNHaleon PLC$1.71B0.99%178,744,926CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$1.65B0.96%2,321,316CommonSOLE
78410G104SBACSBA Communications Corp.$1.50B0.87%7,346,255CommonSOLE
071813109BAXBaxter International, Inc.$1.47B0.85%50,377,294CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$1.41B0.82%18,330,397CommonSOLE
17275R102CSCOCisco Systems, Inc.$1.41B0.82%23,738,670CommonSOLE
060505104BACBank of America Corp.$1.37B0.79%31,060,084CommonSOLE
36266G107GEHCGE HealthCare Technologies, Inc.$1.30B0.76%16,675,508CommonSOLE
N53745100LYBLyondellBasell Industries NV$1.26B0.73%16,965,832CommonSOLE
01609W102BABAAlibaba Group Holding, Ltd.$1.23B0.71%14,469,770CommonSOLE
25746U109DDominion Energy, Inc.$1.22B0.71%22,623,133CommonSOLE
66987V109NVSNovartis AG$1.19B0.69%12,214,665CommonSOLE
866674104SUISun Communities, Inc.$1.18B0.69%9,606,018CommonSOLE
20825C104COPConocoPhillips$1.13B0.66%11,423,586CommonSOLE
40434L105HPQHP, Inc.$1.10B0.64%33,745,905CommonSOLE
025537101AEPAmerican Electric Power Co., Inc.$1.07B0.62%11,575,220CommonSOLE
45337C102INCYIncyte Corp.$1.03B0.60%14,919,633CommonSOLE
35137L105FOXAFox Corp.$1.02B0.60%21,098,016CommonSOLE
867224107SUSuncor Energy, Inc.$1.02B0.59%28,452,054CommonSOLE
28414H103ELANElanco Animal Health, Inc.$1.01B0.59%83,180,666CommonSOLE
G2519Y108BAPCredicorp, Ltd.$978.4M0.57%5,337,180CommonSOLE
14448C104CARRCarrier Global Corp.$976.5M0.57%14,305,840CommonSOLE
19247G107COHRCoherent Corp.$969.9M0.56%10,239,099CommonSOLE
09061G101BMRNBioMarin Pharmaceutical, Inc.$969.3M0.56%14,746,235CommonSOLE
150870103CECelanese Corp.$942.5M0.55%13,618,062CommonSOLE
918204108VFCVF Corp.$910.9M0.53%42,447,650CommonSOLE
110122108BMYBristol-Myers Squibb Co.$871.2M0.51%15,402,468CommonSOLE
60871R209TAPMolson Coors Beverage Co.$835.2M0.49%14,571,189CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals, Inc.$833.1M0.48%3,540,262CommonSOLE
857477103STTState Street Corp.$728.8M0.42%7,425,244CommonSOLE
0076CA104AEGAegon, Ltd.$693.6M0.40%117,764,090CommonSOLE
364760108GAPThe Gap, Inc.$681.1M0.40%28,824,721CommonSOLE
36467J108GLPIGaming & Leisure Properties, Inc.$650.1M0.38%13,498,634CommonSOLE
438128308HMCHonda Motor Co., Ltd.$630.2M0.37%22,074,900CommonSOLE
G5960L103MDTMedtronic PLC$612.0M0.36%7,661,125CommonSOLE
34959J108FTVFortive Corp.$583.5M0.34%7,779,907CommonSOLE
47215P106JDJD.com, Inc.$579.8M0.34%16,723,441CommonSOLE
67077M108NTRNutrien, Ltd.$560.4M0.33%12,523,259CommonSOLE
G54950103LINLinde PLC$556.7M0.32%1,329,590CommonSOLE
35137L204FOXFox Corp.$518.7M0.30%11,341,200CommonSOLE
G98239109XPXP, Inc.$511.4M0.30%43,153,245CommonSOLE
87807B107TRPTC Energy Corp.$509.7M0.30%10,953,200CommonSOLE
056752108BIDUBaidu, Inc.$498.8M0.29%5,916,215CommonSOLE
22266T109CPNGCoupang, Inc.$444.6M0.26%20,229,320CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$411.7M0.24%3,016,425CommonSOLE
98850P109YUMCYum China Holdings, Inc.$410.0M0.24%8,512,162CommonSOLE
674599162OXY/WSOccidental Petroleum Corp.$392.7M0.23%14,252,820CommonSOLE
878742204TECKTeck Resources, Ltd.$346.9M0.20%8,558,940CommonSOLE
65249B109NWSANews Corp.$321.2M0.19%11,662,685CommonSOLE
10922N103BHFBrighthouse Financial, Inc.$320.4M0.19%6,669,575CommonSOLE
278768106SATSEchoStar Corp.$307.2M0.18%13,416,003CommonSOLE
151290889CXCemex SAB de CV$279.9M0.16%49,622,009CommonSOLE
64110W102NTESNetEase, Inc.$236.4M0.14%2,649,876CommonSOLE
40415F101HDBHDFC Bank, Ltd.$208.9M0.12%3,271,600CommonSOLE
G3643J108FLUTFlutter Entertainment PLC$162.5M0.09%628,878CommonSOLE
50212V100LPLALPL Financial Holdings, Inc.$153.5M0.09%470,109CommonSOLE
025816109AXPAmerican Express Co.$118.5M0.07%399,340CommonSOLE
40049J206TVGrupo Televisa SAB$107.9M0.06%64,212,690CommonSOLE
867975104SNRENSunrise Communications AG$98.6M0.06%2,289,925CommonSOLE
358029106FMSFresenius Medical Care AG$94.5M0.05%4,173,510CommonSOLE
G61188127LBTYKLiberty Global, Ltd.$87.8M0.05%6,682,068CommonSOLE
465562106ITUBItau Unibanco Holding SA$82.4M0.05%16,621,005CommonSOLE
127387108CDNSCadence Design Systems, Inc.$75.4M0.04%250,917CommonSOLE
46625H100JPMJPMorgan Chase & Co.$70.3M0.04%293,280CommonSOLE
907818108UNPUnion Pacific Corp.$63.4M0.04%278,219CommonSOLE
G61188101LBTYALiberty Global, Ltd.$60.8M0.04%4,767,561CommonSOLE
36828A101GEVGE Vernova, Inc.$59.0M0.03%179,322CommonSOLE
595017104MCHPMicrochip Technology, Inc.$34.9M0.02%608,865CommonSOLE
532457108LLYEli Lilly & Co.$34.6M0.02%44,797CommonSOLE
254687106DISThe Walt Disney Co.$33.6M0.02%301,612CommonSOLE
166764100CVXChevron Corp.$26.6M0.02%183,553CommonSOLE
89417E109TRVThe Travelers Co., Inc.$26.1M0.02%108,188CommonSOLE
806857108SLBSchlumberger NV$23.8M0.01%620,516CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd.$21.2M0.01%107,500CommonNONE
931142103WMTWalmart, Inc.$16.6M0.01%183,310CommonSOLE
742718109PGThe Procter & Gamble Co.$15.8M0.01%94,426CommonSOLE
58933Y105MRKMerck & Co., Inc.$15.7M0.01%157,351CommonSOLE
87612E106TGTTarget Corp.$15.4M0.01%113,719CommonSOLE
149123101CATCaterpillar, Inc.$15.2M0.01%41,976CommonSOLE
883556102TMOThermo Fisher Scientific, Inc.$13.6M0.01%26,121CommonSOLE
437076102HDThe Home Depot, Inc.$9.4M0.01%24,222CommonSOLE
046353108AZNNAstraZeneca PLC$9.4M0.01%143,710CommonSOLE
00724F101ADBEAdobe, Inc.$9.3M0.01%20,950CommonSOLE
101137107BSXBoston Scientific Corp.$8.5M0.00%94,795CommonSOLE
30231G102XOMExxon Mobil Corp.$8.4M0.00%78,461CommonSOLE
459200101IBMInternational Business Machines Corp.$7.5M0.00%34,120CommonSOLE
48203R104JNPJuniper Networks, Inc.$7.0M0.00%187,600CommonSOLE
G6375R107NESRNational Energy Services Reunited Corp.$6.9M0.00%768,089CommonSOLE
032654105ADIAnalog Devices, Inc.$6.6M0.00%31,185CommonSOLE
929160109VMCVulcan Materials Co.$6.3M0.00%24,500CommonSOLE
42809H107HESHess Corp.$6.1M0.00%45,950CommonSOLE
037833100AAPLApple, Inc.$6.0M0.00%23,868CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc.$5.8M0.00%12,703CommonSOLE
871607107SNPSSynopsys, Inc.$5.5M0.00%11,350CommonSOLE
11135F101AVGOBroadcom, Inc.$5.4M0.00%23,460CommonSOLE
244199105DEDeere & Co.$5.4M0.00%12,761CommonSOLE
620076307MSIMotorola Solutions, Inc.$4.0M0.00%8,627CommonSOLE
235851102DHRDanaher Corp.$3.8M0.00%16,525CommonSOLE
031162100AMGNAmgen, Inc.$3.7M0.00%14,282CommonSOLE
780259305SHELShell PLC$3.6M0.00%57,613CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$3.2M0.00%17,100CommonSOLE
478160104JNJJohnson & Johnson$3.1M0.00%21,097CommonSOLE
717081103PFEPfizer, Inc.$3.0M0.00%111,560CommonSOLE
24703L202DELLDell Technologies, Inc.$2.9M0.00%25,265CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$2.9M0.00%135,675CommonSOLE
693475105PNCThe PNC Financial Services Group, Inc.$2.8M0.00%14,275CommonSOLE
084670108BRK/ABerkshire Hathaway, Inc.$2.7M0.00%4CommonSOLE
78409V104SPGIS&P Global, Inc.$2.7M0.00%5,400CommonSOLE
89832Q109TFCTruist Financial Corp.$2.4M0.00%56,346CommonSOLE
406216101HALHalliburton Co.$2.2M0.00%80,660CommonSOLE
718172109PMPhilip Morris International, Inc.$2.0M0.00%17,000CommonSOLE
68902V107OTISOtis Worldwide Corp.$2.0M0.00%21,810CommonSOLE
002824100ABTAbbott Laboratories$2.0M0.00%17,857CommonSOLE
00287Y109ABBVAbbVie, Inc.$2.0M0.00%11,006CommonSOLE
219350105GLWCorning, Inc.$1.9M0.00%40,450CommonSOLE
580135101MCDMcDonald's Corp.$1.9M0.00%6,550CommonSOLE
438516106HONHoneywell International, Inc.$1.8M0.00%8,019CommonSOLE
25243Q205DEODiageo PLC$1.7M0.00%13,511CommonSOLE
65339F101NEENextEra Energy, Inc.$1.7M0.00%23,600CommonSOLE
701094104PHParker-Hannifin Corp.$1.6M0.00%2,500CommonSOLE
191216100KOThe Coca-Cola Co.$1.5M0.00%24,635CommonSOLE
46591M109JOYYJOYY, Inc.$1.5M0.00%34,966CommonSOLE
92763W103VIPSVipshop Holdings, Ltd.$1.4M0.00%101,997CommonSOLE
904767704Unilever PLC$1.4M0.00%23,900CommonSOLE
22052L104CTVACorteva, Inc.$1.3M0.00%23,482CommonSOLE
26614N102DDDuPont de Nemours, Inc.$1.3M0.00%17,383CommonSOLE
194162103CLColgate-Palmolive Co.$1.3M0.00%14,000CommonSOLE
517834107LVSLas Vegas Sands Corp.$1.2M0.00%23,686CommonSOLE
008252108AMGAffiliated Managers Group, Inc.$1.2M0.00%6,500CommonSOLE
88579Y101MMM3M Co.$1.2M0.00%9,224CommonSOLE
89677Q107TCOMTrip.com Group, Ltd.$1.2M0.00%17,200CommonSOLE
02209S103MOAltria Group, Inc.$1.1M0.00%21,000CommonSOLE
03743Q108APAAPA Corp.$990,5610.00%42,900CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$972,7500.00%1,827CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$943,1180.00%11,050CommonSOLE
G38327105GPRKGeopark, Ltd.$916,2930.00%98,845CommonSOLE
278642103EBAYeBay, Inc.$910,6650.00%14,700CommonSOLE
538034109LYVLive Nation Entertainment, Inc.$906,5000.00%7,000CommonSOLE
00108J109ACMRACM Research, Inc.$809,2390.00%53,592CommonSOLE
G0457F107ARCOArcos Dorados Holdings, Inc.$771,6800.00%106,000CommonSOLE
09290D101BLKBlackrock, Inc.$768,8330.00%750CommonSOLE
P5626F128IFSIntercorp Financial Services, Inc.$758,9960.00%25,869CommonSOLE
615369105MCOMoody's Corp.$741,2970.00%1,566CommonSOLE
670346105NUENucor Corp.$723,6020.00%6,200CommonSOLE
370334104GISGeneral Mills, Inc.$714,2240.00%11,200CommonSOLE
609207105MDLZMondelez International, Inc.$707,2030.00%11,840CommonSOLE
260557103DOWDow, Inc.$655,0020.00%16,322CommonSOLE
P31076105CPACopa Holdings SA$645,9180.00%7,350CommonSOLE
48581R205KSPIKaspi.KZ JSC$608,6060.00%6,426CommonSOLE
372460105GPCGenuine Parts Co.$544,6850.00%4,665CommonSOLE
552953101MGMMGM Resorts International$537,0750.00%15,500CommonSOLE
G29018101DLODlocal, Ltd.$505,5740.00%44,900CommonSOLE
020002101ALLThe Allstate Corp.$504,7240.00%2,618CommonSOLE
G01125106AFYAAfya, Ltd.$496,4410.00%31,262CommonSOLE
713448108PEPPepsiCo, Inc.$467,5850.00%3,075CommonSOLE
40051E202ASRGrupo Aeroportuario del Sureste SAB de CV$463,7340.00%1,800CommonSOLE
036752103ELVElevance Health, Inc.$405,7900.00%1,100CommonSOLE
02319V103ABEVAmbev SA$381,4700.00%206,200CommonSOLE
539830109LMTLockheed Martin Corp.$376,6040.00%775CommonSOLE
54150E104LOMALoma Negra Cia Industrial Argentina SA$368,9460.00%30,900CommonSOLE
172908105CTASCintas Corp.$365,4000.00%2,000CommonSOLE
05968L102CIBEURBancolombia SA$356,0630.00%11,300CommonSOLE
65487X102NOAHNoah Holdings, Ltd.$314,2960.00%26,840CommonSOLE
718546104PSXPhillips 66$296,2180.00%2,600CommonSOLE
92826C839VVisa, Inc.$284,4360.00%900CommonSOLE
902973304USBU.S. Bancorp$277,4140.00%5,800CommonSOLE
98978V103ZTSZoetis, Inc.$276,9810.00%1,700CommonSOLE
693506107PPGPPG Industries, Inc.$262,7900.00%2,200CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$260,9800.00%500CommonSOLE
767204100RIORio Tinto PLC$235,2400.00%4,000CommonSOLE
71654V408PBRPetroleo Brasileiro SA$222,4780.00%17,300CommonSOLE
075887109BDXBecton, Dickinson & Co.$222,3330.00%980CommonSOLE
92343V104VZVerizon Communications, Inc.$219,9450.00%5,500CommonSOLE
204409601CIGCia Energetica de Minas Gerais$26,5500.00%15,000CommonSOLE
74915M100QVCAUSDQurate Retail, Inc.$7,2600.00%22,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.