Dodge & Cox

Dodge and Cox

Period:  Q3, 2025
Filed Date:  Nov 13, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  219
Portfolio Value:  185.33B
StockActivityShare Change% Change to protfolio
Q3 2025

AON - Aon plc

Buy34646830.667

IEX - Idex corp

Buy3443420.030

NVDA - Nvidia corp

Buy34000.000
Zhihu, inc.
Buy2768970.001

ACMR - Acm research inc

Add 51.55%1228920.001

ADBE - Adobe inc

Add 8006.56%15935060.299

BABA - Alibaba group holding ltd

Add 0.10%109753700.387

GOOGL - Alphabet inc

Add 0.56%113387770.415

ABEV - Ambev sa

Add 6.11%276300-0.000

AAPL - Apple inc

Add 3.56%313220.001

ADM - Archer-daniels-midland co

Add 130.07%150685440.299

AVTR - Avantor, inc.

Add 0.27%117746888-0.060

BAX - Baxter international inc

Add 10.12%57396370-0.146

BNTX - Biontech se

Add 315.65%36470910.144

CARR - Carrier global corp

Add 5.10%13427697-0.072

CE - Celanese corp

Add 0.24%15361604-0.109

CX - Cemex sab de cv

Add 1.80%967343700.114

CHTR - Charter communications inc

Add 6.12%11807549-0.702

CVX - Chevron corp

Add 22.77%2232710.005

CMCSA - Comcast corp

Add 1.16%112567918-0.234

CPNG - Coupang inc

Add 0.71%469477200.062

FDX - Fedex corp

Add 12.03%162251600.288

FI - Fiserv inc

Add 30.00%38634009-0.077

FTV - Fortive corp

Add 28.40%425957940.193

GPRK - Geopark ltd

Add 10.05%930450.000

HDB - Hdfc bank ltd

Add 108.38%6214800-0.009

ITUB - Itau unibanco holding sa

Add 5.35%186222150.009

JD - Jd.com inc

Add 0.46%187922490.025

KSPI - Jsc kaspi.kz adr

Add 127.78%178260.000

LAUR - Laureate education inc

Add 19.85%157000.000

MET - Metlife inc

Add 0.90%536596640.077

TAP - Molson coors beverage co

Add 29.42%186312240.081

NSC - Norfolk southern corp

Add 0.14%108742490.263

SBAC - Sba communications corp

Add 12.30%9667297-0.082

SUI - Sun communities inc

Add 1.99%144808150.039

SU - Suncor energy inc

Add 0.26%274719540.066

TDY - Teledyne technologies inc

Add 12.23%16809620.118

CI - Cigna group

Add 3.96%9305225-0.149

UNH - Unitedhealth group inc

Add 8.63%95056360.298

VFC - Vf corp

Add 0.06%409774000.059

WMT - Walmart inc

Add 0.98%1808350.001

WTW - Willis towers watson plc

Add 184.11%36321910.466

XP - Xp inc

Add 0.49%34478145-0.024

YUMC - Yum china holdings, inc.

Add 0.05%8520862-0.008
Q2 2025

BNTX - Biontech se

Buy8774370.052

ACMR - Acm research inc

Add 28.53%810920.000
Grupo cibest sa
Buy120460.000
Jbs nv
Buy159500.000
Ralliant corp.
Buy107975060.294

PAX - Patria investments ltd

Add 7.07%212000.000
Amrize, ltd.
Buy124707060.350

AFYA - Afya ltd

Add 12.80%352620.000

AMZN - Amazon.com inc

Add 0.36%165921500.278

AMGN - Amgen inc

Add 1.11%13682-0.000

AAPL - Apple inc

Add 11.42%302440.000

AZN - Astrazeneca plc

Add 0.99%137488-0.000

AVTR - Avantor, inc.

Add 17.13%117433484-0.025

BAX - Baxter international inc

Add 1.29%52121620-0.103

BMRN - Biomarin pharmaceutical inc

Add 1.02%15108310-0.127

AVGO - Broadcom inc

Add 2.47%211800.001

CX - Cemex sab de cv

Add 35.13%950238350.148

CMCSA - Comcast corp

Add 18.10%1112723200.278

COP - Conocophillips

Add 0.12%11235453-0.096

CPNG - Coupang inc

Add 14.29%466145200.282

DELL - Dell technologies inc

Add 1.14%246300.000

ELV - Elevance health inc

Add 8.33%1300-0.000

FDX - Fedex corp

Add 4.69%14482494-0.045

FTV - Fortive corp

Add 51.48%331736050.071

GSK - Gsk plc

Add 0.13%78757869-0.013

HPQ - Hp inc

Add 4.60%34943498-0.039

HUM - Humana inc

Add 5.56%11352920-0.039

ITUB - Itau unibanco holding sa

Add 1.04%176758150.013

JD - Jd.com inc

Add 3.56%18705949-0.074

KSPI - Jsc kaspi.kz adr

Add 21.79%78260.000

LVS - Las vegas sands corp

Add 19.00%281860.000

LYB - Lyondellbasell industries nv

Add 0.44%16969997-0.117

MDT - Medtronic plc

Add 0.41%7740383-0.010

MRK - Merck & co inc

Add 0.15%157300-0.001

META - Meta platforms inc

Add 18.12%41632530.585

MCHP - Microchip technology inc

Add 958.45%63398000.234

TAP - Molson coors beverage co

Add 2.33%14396195-0.092

MSI - Motorola solutions inc

Add 1.13%11355-0.000

NSC - Norfolk southern corp

Add 1.81%108591210.142

SBAC - Sba communications corp

Add 1.45%86084940.087

STT - State street corp

Add 1.10%74124140.074

SUI - Sun communities inc

Add 4.04%141987600.023
Te connectivity plc
Add 6.35%170398030.343

CI - Cigna group

Add 0.68%89506100.019

HD - Home depot inc

Add 1.50%236220.000

TCOM - Trip.com group ltd

Add 11.92%192500.000

UNH - Unitedhealth group inc

Add 117.66%87505600.351

VIPS - Vipshop holdings ltd

Add 4.55%1241970.000

YUMC - Yum china holdings, inc.

Add 0.04%8516462-0.035

ZBH - Zimmer biomet holdings, inc.

Add 12.95%22097463-0.112
Q1 2025

ACMR - Acm research inc

Add 17.73%630920.000

CB - Chubb ltd

Buy7220.000

ABEV - Ambev sa

Add 26.29%2604000.000

BUD - Anheuser-busch inbev sa

Add 2.80%411161380.301

AAPL - Apple inc

Add 13.73%271440.000

AVTR - Avantor, inc.

Add 1.13%100262723-0.264

CIB - Bancolombia sa

Add 85.36%209460.000

BAX - Baxter international inc

Add 2.15%514589250.167

CE - Celanese corp

Add 13.02%15391416-0.039

CX - Cemex sab de cv

Add 41.71%703208000.065

CMCSA - Comcast corp

Add 19.11%942177410.289

GLW - Corning inc

Add 0.37%40600-0.000

CPNG - Coupang inc

Add 101.61%407849200.256

CVS - Cvs health corp

Add 4.78%734591221.043

D - Dominion energy inc

Add 3.03%233083780.050

ELV - Elevance health inc

Add 9.09%12000.000

LLY - Eli lilly and co

Add 0.65%450860.002

FTV - Fortive corp

Add 181.50%219003630.581

GSK - Gsk plc

Add 14.92%786518330.417

HUM - Humana inc

Add 5.46%107552150.147

ITUB - Itau unibanco holding sa

Add 5.25%174934150.008

JD - Jd.com inc

Add 8.01%180629490.093

YY - Joyy inc

Add 50.05%524660.000

LPLA - Lpl financial holdings inc.

Add 224.07%15234600.197

MCD - Mcdonald's corp

Add 0.35%65730.000

MDT - Medtronic plc

Add 0.62%77088330.046

MSI - Motorola solutions inc

Add 30.15%112280.001

NTES - Netease inc

Add 5.80%28036640.030

NBIX - Neurocrine biosciences inc

Add 83.48%55346240.114

NWSA - News corp

Add 18.72%138462980.032

OXY - Occidental petroleum corp

Add 15.48%808390700.303

SBAC - Sba communications corp

Add 15.50%84852640.211

SUI - Sun communities inc

Add 42.08%136478200.327
Te connectivity plc
Add 0.36%16022480-0.010

CI - Cigna group

Add 1.34%88897330.286

VIPS - Vipshop holdings ltd

Add 16.47%1187970.000

V - Visa inc

Add 6.56%9590.000

YUMC - Yum china holdings, inc.

Add 0.01%85131620.019
Q4 2024

UBS - Ubs group ag

Add 0.17%73497042-0.014
Sunrise communications ag
Buy22899250.057

ABEV - Ambev sa

Buy2062000.000

FTV - Fortive corp

Buy77799070.340

ACMR - Acm research inc

Add 24.63%53592-0.000

AFYA - Afya ltd

Add 7.12%31262-0.000

GOOGL - Alphabet inc

Add 0.14%120051620.165

BUD - Anheuser-busch inbev sa

Add 27.68%39996830-0.043

AVTR - Avantor, inc.

Add 44.91%991457700.186

BIDU - Baidu inc

Add 0.37%5916215-0.071

CIB - Bancolombia sa

Add 2.73%113000.000

BAX - Baxter international inc

Add 12.96%50377294-0.131

BMRN - Biomarin pharmaceutical inc

Add 6.10%14746235-0.004
Blackrock, inc.
Buy7500.000

CE - Celanese corp

Add 100.29%136180620.011

CX - Cemex sab de cv

Add 7200.58%496220090.160

CMCSA - Comcast corp

Add 6.80%79102667-0.073

CPNG - Coupang inc

Add 0.62%20229320-0.028

CVS - Cvs health corp

Add 11.23%70105899-0.475

FDX - Fedex corp

Add 5.58%138896240.179
Flutter entertainment plc
Add 0.70%6288780.008

FOX - Fox corp

Add 0.09%113412000.046

GPRK - Geopark ltd

Add 28.68%988450.000

GSK - Gsk plc

Add 0.52%68440912-0.273

HDB - Hdfc bank ltd

Add 12.22%32716000.015

HUM - Humana inc

Add 106.69%101980400.596

ITUB - Itau unibanco holding sa

Add 6.80%16621005-0.012

KSPI - Jsc kaspi.kz adr

Add 16.29%64260.000

LIN - Linde plc

Add 0.20%1329590-0.044

LPLA - Lpl financial holdings inc.

Add 2922.04%4701090.087

LYB - Lyondellbasell industries nv

Add 5.28%16965832-0.166

MDT - Medtronic plc

Add 13.27%76611250.002

NTES - Netease inc

Add 0.60%2649876-0.006

NBIX - Neurocrine biosciences inc

Add 134.23%30164250.153

NWSA - News corp

Add 11.95%116626850.025

NTR - Nutrien ltd

Add 0.33%12523259-0.023

RTX - Rtx corp

Add 0.21%44491403-0.134

SBAC - Sba communications corp

Add 352.49%73462550.644

SUI - Sun communities inc

Add 61.14%96060180.219

UNH - Unitedhealth group inc

Add 4.90%4093228-0.123

XP - Xp inc

Add 23.78%43153245-0.066

ZBH - Zimmer biomet holdings, inc.

Add 11.98%191184360.103
Q3 2024

NTR - Nutrien ltd

Add 2.32%12482459-0.012

YUMC - Yum china holdings, inc.

Add 0.03%106847620.086

CB - Chubb ltd

Buy7220.000
Te connectivity plc
Buy159901861.365

APD - Air products and chemicals inc

Add 227423.93%65981941.111

BABA - Alibaba group holding ltd

Add 0.29%180865700.351

AVTR - Avantor, inc.

Add 4.67%684180970.217

BIDU - Baidu inc

Add 0.19%58942150.063

BAX - Baxter international inc

Add 62.04%445981940.437

AVGO - Broadcom inc

Add 828.05%35340-0.000

CX - Cemex sab de cv

Add 5.43%6797000.000

CTAS - Cintas corp

Add 300.00%20000.000

CMCSA - Comcast corp

Add 1.82%740628440.139

CPNG - Coupang inc

Add 65.97%201054200.136

CVS - Cvs health corp

Add 2.18%630306900.181

HDB - Hdfc bank ltd

Add 23.30%29153000.017

HUM - Humana inc

Add 14.52%4933995-0.027

ITUB - Itau unibanco holding sa

Add 2.19%155626050.008

JD - Jd.com inc

Add 0.01%224824490.180

TAP - Molson coors beverage co

Add 0.31%146194640.057

NTES - Netease inc

Add 143.67%26339760.081

NBIX - Neurocrine biosciences inc

Add 0.55%1287820-0.016

NSC - Norfolk southern corp

Add 0.63%108628390.216

RTX - Rtx corp

Add 0.26%443989160.528

SUI - Sun communities inc

Add 6.89%59611650.076

SCHW - Charles schwab corp

Add 4.43%89587838-0.291

XP - Xp inc

Add 1.48%348617450.012
Q2 2024

AVTR - Avantor, inc.

Add 2.64%65364190-0.146

BIDU - Baidu inc

Add 55.49%58832150.066

BAX - Baxter international inc

Add 0.08%27522745-0.153

CX - Cemex sab de cv

Add 5.14%644700-0.001

CHTR - Charter communications inc

Add 1.01%116811070.079

CPNG - Coupang inc

Buy121141520.152

CVS - Cvs health corp

Add 50.40%616833430.223

DLO - Dlocal ltd

Buy449000.000

FOX - Fox corp

Add 0.20%113660570.024

GEV - Ge vernova inc

Buy1828650.019

HLN - Haleon plc

Add 1.82%180170635-0.008

HDB - Hdfc bank ltd

Add 14.25%23643000.022

HUM - Humana inc

Buy43085360.966

YY - Joyy inc

Add 3.73%349660.000

MDT - Medtronic plc

Add 0.03%6791555-0.034

TAP - Molson coors beverage co

Add 0.41%14574964-0.141

NTES - Netease inc

Add 14.13%10809520.003

NSC - Norfolk southern corp

Add 32.86%107948670.148

SUI - Sun communities inc

Add 2.92%5576740-0.015

VFC - Vf corp

Add 20.11%425567500.019

VIPS - Vipshop holdings ltd

Add 8.28%101997-0.000

XP - Xp inc

Add 15.72%34352845-0.094

YUMC - Yum china holdings, inc.

Add 58.95%106812620.037

ZBH - Zimmer biomet holdings, inc.

Add 1.99%16745630-0.210
Q1 2024

AEG - Aegon nv

Add 0.24%1252700170.022

BABA - Alibaba group holding ltd

Add 5.12%18074270-0.014

GOOGL - Alphabet inc

Add 0.23%122509180.082

AVTR - Avantor, inc.

Add 4.06%636803060.134

BIDU - Baidu inc

Add 20.11%37837150.013

BKR - Baker hughes co

Add 9.41%461650240.061

BAC - Bank of america corp

Add 6.85%708893600.264

BAX - Baxter international inc

Add 0.44%275018950.068

BMY - Bristol-myers squibb co

Add 0.41%162670410.030

CX - Cemex sab de cv

Add 0.49%6132000.000

CHTR - Charter communications inc

Add 37.67%115637860.056

CVS - Cvs health corp

Add 34.85%410125430.505

D - Dominion energy inc

Add 0.29%228656980.031

SATS - Echostar corp

Buy136565140.113
Flutter entertainment plc
Buy6244780.072

FOX - Fox corp

Add 0.35%113433230.007

HLN - Haleon plc

Add 59.90%1769532510.343

HDB - Hdfc bank ltd

Add 268.56%20693420.045

JD - Jd.com inc

Add 9.05%239310490.012

YY - Joyy inc

Add 6.31%33710-0.000

LVS - Las vegas sands corp

Add 38.54%284000.000
Liberty global, ltd.
Buy47675610.047
Liberty global, ltd.
Buy87867680.090

MDT - Medtronic plc

Add 0.14%67893150.019

MET - Metlife inc

Add 5.74%565090340.379

NTR - Nutrien ltd

Add 7.03%122554590.012

RTX - Rtx corp

Add 5.01%443032000.447

TEL - Te connectivity ltd

Add 0.94%158145230.055

UNH - Unitedhealth group inc

Add 15.85%39460050.092

VFC - Vf corp

Add 9.66%35430050-0.037

VIPS - Vipshop holdings ltd

Add 42.30%941970.000

WMT - Walmart inc

Add 196.28%2068600.001

YUMC - Yum china holdings, inc.

Add 112.28%67198620.077

ZBH - Zimmer biomet holdings, inc.

Add 43.09%164192700.447
Q4 2023

AEG - Aegon nv

Buy1249757170.458

AFYA - Afya ltd

Add 6.96%291830.000

BABA - Alibaba group holding ltd

Add 6.86%17194570-0.040

AVTR - Avantor, inc.

Add 360.40%611963310.710

BAX - Baxter international inc

Add 178.03%273814650.437

AVGO - Broadcom inc

Buy557450.040

CX - Cemex sab de cv

Add 22.90%6102000.001

SCHW - Charles schwab corp

Add 10.46%864219861.049

COHR - Coherent corp

Add 0.04%187354080.130

CPA - Copa holdings sa

Add 27.21%93500.000

BAP - Credicorp ltd

Add 1.95%55309800.086

CVS - Cvs health corp

Add 13.81%304133900.341

D - Dominion energy inc

Add 39.64%228003830.218

GPRK - Geopark ltd

Add 0.26%76814-0.000

HLN - Haleon plc

Add 1.16%110663098-0.000

HDB - Hdfc bank ltd

Buy5614690.024

JD - Jd.com inc

Add 18.87%219445490.061

YY - Joyy inc

Add 28.33%317100.000

BEKE - Ke holdings inc

Add 5.78%384400.000

NBIX - Neurocrine biosciences inc

Add 489.76%12597440.090

NOAH - Noah holdings ltd

Add 15.00%268400.000

NSC - Norfolk southern corp

Add 28.19%82333720.433

RTX - Rtx corp

Add 29.70%421893000.768

TCOM - Trip.com group ltd

Add 27.20%304000.000

TFC - Truist financial corp

Add 0.23%531738400.283

UNP - Union pacific corp

Add 6.96%2846280.010

VFC - Vf corp

Add 0.60%323086000.025

VIPS - Vipshop holdings ltd

Add 24.20%661970.000

YUMC - Yum china holdings, inc.

Add 23769.18%31655310.085

ZBH - Zimmer biomet holdings, inc.

Add 137.73%114745350.543
Q3 2023

BABA - Alibaba group holding ltd

Add 10.23%160914700.121

BUD - Anheuser-busch inbev sa

Add 25.94%318445380.220

AVTR - Avantor, inc.

Buy132919040.189

BAC - Bank of america corp

Add 57.81%666371350.413

CAT - Caterpillar inc

Add 41.27%423790.003

CX - Cemex sab de cv

Add 1.47%496500-0.000

BAP - Credicorp ltd

Add 0.46%5425162-0.069

CVS - Cvs health corp

Add 66.76%267229820.511

DE - Deere & co

Add 6.88%13211-0.000

D - Dominion energy inc

Add 5.83%16328283-0.047

GPRK - Geopark ltd

Add 5.51%766140.000

JD - Jd.com inc

Add 13.70%18461649-0.011

YY - Joyy inc

Add 36.46%247100.000

BEKE - Ke holdings inc

Add 13.56%363400.000

LVS - Las vegas sands corp

Add 9.00%31500-0.000

NOAH - Noah holdings ltd

Add 74.18%233400.000

NSC - Norfolk southern corp

Add 49.15%64227140.194

CI - Cigna group

Add 11.67%134284820.315

TFC - Truist financial corp

Add 74.56%530519500.401

UNH - Unitedhealth group inc

Add 0.01%34471900.055

VFC - Vf corp

Buy321157500.382

VIPS - Vipshop holdings ltd

Add 17.53%532970.000