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  Carrier Global Corp. (CARR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 26,622,273 0.82 Add 98.36% 0.41 $56.31 $1,499,100,193 SEC
2025   Q4 13,421,292 0.38 Reduce 0.05% <0.01 $52.84 $709,181,069 SEC
2025   Q3 13,427,697 0.43 Add 5.10% 0.02 $59.70 $801,633,511 SEC
2025   Q2 12,776,049 0.53 Reduce 10.58% 0.06 $73.19 $935,079,026 SEC
2025   Q1 14,288,350 0.52 Reduce 0.12% <0.01 $63.40 $905,881,390 SEC
2024   Q4 14,305,840 0.57 Reduce 0.28% <0.01 $68.26 $976,516,638 SEC
2024   Q3 14,346,499 0.65 Reduce 0.14% <0.01 $80.49 $1,154,749,705 SEC
2024   Q2 14,367,024 0.54 Reduce 0.10% <0.01 $63.08 $906,271,874 SEC
2024   Q1 14,381,701 0.48 Reduce 0.30% <0.01 $58.13 $836,008,279 SEC
2023   Q4 14,424,756 0.53 Reduce 0.56% <0.01 $57.45 $828,702,232 SEC
2023   Q3 14,505,956 0.54 Reduce 1.07% <0.01 $55.20 $800,728,771 SEC
2023   Q2 14,663,181 0.49 Reduce 1.54% <0.01 $49.71 $728,906,728 SEC
2023   Q1 14,893,181 0.47 Reduce 9.10% 0.04 $45.75 $681,363,031 SEC
2022   Q4 16,384,156 0.47 Reduce 7.56% 0.04 $41.25 $675,846,435 SEC
2022   Q3 17,723,181 0.48 Reduce 3.82% 0.02 $35.56 $630,236,000 SEC
2022   Q2 18,427,496 0.46 Reduce 0.43% <0.01 $35.66 $657,125,000 SEC
2022   Q1 18,506,790 0.52 Reduce 5.96% 0.04 $45.87 $848,906,000 SEC
2021   Q4 19,679,517 0.66 Reduce 9.49% 0.07 $54.24 $1,067,417,000 SEC
2021   Q3 21,742,442 0.74 Reduce 9.78% 0.08 $51.76 $1,125,389,000 SEC
2021   Q2 24,100,662 0.77 Reduce 13.98% 0.12 $48.60 $1,171,292,000 SEC
2021   Q1 28,018,581 0.85 Reduce 10.29% 0.10 $42.22 $1,182,944,000 SEC
2020   Q4 31,233,856 0.93 Reduce 11.86% 0.12 $37.72 $1,178,141,000 SEC
2020   Q3 35,438,170 0.99 Reduce 2.22% 0.02 $30.54 $1,082,282,000 SEC
2020   Q2 36,242,473 0.74 Buy 0.74 $22.22 $805,308,000 SEC