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  Norfolk Southern Corp. (NSC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 6,257,750 0.99 Reduce 34.98% 0.52 $287.00 $1,795,974,250 SEC
2025   Q4 9,623,885 1.50 Reduce 11.50% 0.20 $288.72 $2,778,608,077 SEC
2025   Q3 10,874,249 1.76 Add 0.14% <0.01 $300.41 $3,266,733,142 SEC
2025   Q2 10,859,121 1.56 Add 1.81% 0.03 $255.97 $2,779,609,202 SEC
2025   Q1 10,666,554 1.44 Reduce 0.21% <0.01 $236.85 $2,526,373,315 SEC
2024   Q4 10,689,209 1.46 Reduce 1.60% 0.02 $234.70 $2,508,757,352 SEC
2024   Q3 10,862,839 1.53 Add 0.63% <0.01 $248.50 $2,699,415,492 SEC
2024   Q2 10,794,867 1.39 Add 32.86% 0.34 $214.69 $2,317,549,996 SEC
2024   Q1 8,125,067 1.20 Reduce 1.32% 0.02 $254.87 $2,070,835,826 SEC
2023   Q4 8,233,372 1.24 Add 28.19% 0.27 $236.38 $1,946,204,473 SEC
2023   Q3 6,422,714 0.86 Add 49.15% 0.28 $196.93 $1,264,825,068 SEC
2023   Q2 4,306,139 0.65 Add 121,199.69% 0.65 $226.76 $976,460,080 SEC
2023   Q1 3,550 <0.01 $212.00 $752,600 SEC
2022   Q4 3,550 <0.01 Reduce 28.28% <0.01 $246.42 $874,791 SEC
2022   Q3 4,950 <0.01 $209.70 $1,038,000 SEC
2022   Q2 4,950 <0.01 $227.27 $1,125,000 SEC
2022   Q1 4,950 <0.01 $285.25 $1,412,000 SEC
2021   Q4 4,950 <0.01 $297.78 $1,474,000 SEC
2021   Q3 4,950 <0.01 Reduce 3.88% $239.19 $1,184,000 SEC
2021   Q2 5,150 <0.01 Add 128.89% <0.01 $265.44 $1,367,000 SEC
2021   Q1 2,250 <0.01 Reduce 26.23% <0.01 $268.44 $604,000 SEC
2020   Q4 3,050 <0.01 $237.70 $725,000 SEC
2020   Q3 3,050 <0.01 $214.10 $653,000 SEC
2020   Q2 3,050 <0.01 $175.41 $535,000 SEC
2020   Q1 3,050 <0.01 $145.90 $445,000 SEC
2019   Q4 3,050 <0.01 $194.10 $592,000 SEC
2019   Q3 3,050 <0.01 $179.67 $548,000 SEC
2019   Q2 3,050 <0.01 Reduce 2.37% $199.34 $608,000 SEC
2019   Q1 3,124 <0.01 Reduce 3.10% $186.94 $584,000 SEC
2018   Q4 3,224 <0.01 Reduce 15.09% <0.01 $149.50 $482,000 SEC
2018   Q3 3,797 <0.01 $180.41 $685,000 SEC
2018   Q2 3,797 <0.01 $150.91 $573,000 SEC
2018   Q1 3,797 <0.01 Reduce 5.00% $135.90 $516,000 SEC
2017   Q4 3,997 <0.01 $144.86 $579,000 SEC
2017   Q3 3,997 <0.01 Reduce 2.44% $132.35 $529,000 SEC
2017   Q2 4,097 <0.01 Reduce 14.59% <0.01 $121.80 $499,000 SEC
2017   Q1 4,797 <0.01 Reduce 11.12% <0.01 $111.94 $537,000 SEC
2016   Q4 5,397 <0.01 Reduce 1.82% $108.02 $583,000 SEC
2016   Q3 5,497 <0.01 $97.14 $534,000 SEC
2016   Q2 5,497 <0.01 Reduce 15.39% <0.01 $85.14 $468,000 SEC
2016   Q1 6,497 <0.01 Add 44.47% <0.01 $83.27 $541,000 SEC
2015   Q4 4,497 <0.01 Reduce 19.65% <0.01 $84.50 $380,000 SEC
2015   Q3 5,597 <0.01 Reduce 9.68% $76.47 $428,000 SEC
2015   Q2 6,197 <0.01 $87.30 $541,000 SEC
2015   Q1 6,197 <0.01 Reduce 15.07% <0.01 $102.95 $638,000 SEC
2014   Q4 7,297 <0.01 Reduce 12.55% <0.01 $109.63 $800,000 SEC
2014   Q3 8,344 <0.01 Add 14.35% <0.01 $111.58 $931,000 SEC
2014   Q2 7,297 <0.01 $103.06 $752,000 SEC
2014   Q1 7,297 <0.01 $97.16 $709,000 SEC
2013   Q4 7,297 <0.01 $92.78 $677,000 SEC
2013   Q3 7,297 <0.01 Reduce 1.35% $77.29 $564,000 SEC
2013   Q2 7,397 <0.01 Buy <0.01 $72.60 $537,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 SEC
2012   Q4 7,397 <0.01 $61.78 $457,000 SEC
2012   Q3 7,397 <0.01 Buy <0.01 $63.67 $471,000 SEC
2011   Q4 0 0.00 Sell 100.00% <0.01 SEC
2011   Q3 9,397 <0.01 Reduce 5.77% <0.01 $60.98 $573,000 SEC
2011   Q2 9,972 0.02 Reduce 11.44% <0.01 $74.91 $747,000 SEC
2011   Q1 11,260 <0.01 Reduce 10.35% <0.01 $69.27 $780,000 SEC
2010   Q4 12,560 <0.01 Reduce 5.99% <0.01 $62.82 $789,000 SEC
2010   Q3 13,360 <0.01 $59.51 $795,000 SEC
2010   Q2 13,360 <0.01 Reduce 0.67% $53.07 $709,000 SEC
2010   Q1 13,450 <0.01 Reduce 6.92% <0.01 $55.91 $752,000 SEC
2009   Q4 14,450 <0.01 $52.39 $757,000 SEC
2009   Q3 14,450 <0.01 Reduce 3.34% $43.11 $623,000 SEC
2009   Q2 14,950 <0.01 Reduce 10.33% <0.01 $37.66 $563,000 SEC
2009   Q1 16,672 <0.01 Reduce 6.19% <0.01 $33.77 $563,000 SEC
2008   Q4 17,772 <0.01 Reduce 8.79% <0.01 $47.04 $836,000 SEC
2008   Q3 19,484 <0.01 Reduce 2.93% $66.21 $1,290,000 SEC
2008   Q2 20,072 <0.01 Reduce 16.16% <0.01 $62.67 $1,258,000 SEC
2008   Q1 23,942 <0.01 Reduce 10.79% <0.01 $54.34 $1,301,000 SEC
2007   Q4 26,839 <0.01 Reduce 6.04% <0.01 $50.45 $1,354,000 SEC
2007   Q3 28,564 <0.01 Reduce 1.10% $51.92 $1,483,000 SEC
2007   Q2 28,881 <0.01 Reduce 1.34% $52.56 $1,518,000 SEC
2007   Q1 29,274 <0.01 Reduce 1.68% $50.59 $1,481,000 SEC
2006   Q4 29,774 <0.01 $50.28 $1,497,000 SEC
2006   Q3 29,774 <0.01 Reduce 0.67% $44.07 $1,312,000 SEC
2006   Q2 29,974 <0.01 $53.21 $1,595,000 SEC
2006   Q1 29,974 <0.01 Reduce 2.04% $54.08 $1,621,000 SEC
2005   Q4 30,599 <0.01 Reduce 0.33% $44.84 $1,372,000 SEC
2005   Q3 30,699 <0.01 Reduce 7.53% <0.01 $40.56 $1,245,000 SEC
2005   Q2 33,199 <0.01 Add 6.50% <0.01 $30.96 $1,028,000 SEC
2005   Q1 31,174 <0.01 Reduce 0.95% $37.05 $1,155,000 SEC
2004   Q4 31,474 <0.01 Add 2.03% $36.19 $1,139,000 SEC
2004   Q3 30,849 <0.01 Reduce 3.74% $29.73 $917,000 SEC
2004   Q2 32,049 <0.01 Reduce 5.32% <0.01 $26.52 $850,000 SEC
2004   Q1 33,849 0.01 Reduce 2.62% <0.01 $22.10 $748,000 SEC
2003   Q4 34,759 0.01 Reduce 21.21% <0.01 $23.65 $822,000 SEC
2003   Q3 44,116 0.02 Reduce 4.13% <0.01 $18.50 $816,000 SEC
2003   Q2 46,016 0.02 Reduce 9.27% <0.01 $19.21 $884,000 SEC
2003   Q1 50,716 0.02 Reduce 3.43% <0.01 $18.55 $941,000 SEC
2002   Q4 52,516 0.01 Reduce 7.08% <0.01 $19.99 $1,050,000 SEC
2002   Q3 56,516 <0.01 Reduce 6.61% <0.01 $20.19 $1,141,000 SEC
2002   Q2 60,516 0.01 Reduce 5.91% <0.01 $23.38 $1,415,000 SEC
2002   Q1 64,316 0.01 Reduce 26.93% <0.01 $23.94 $1,540,000 SEC
2001   Q4 88,016 0.01 Reduce 2.22% <0.01 $18.33 $1,613,000 SEC
2001   Q3 90,016 0.01 Add 74.40% <0.01 $16.12 $1,451,000 SEC
2001   Q2 51,616 0.01 Reduce 9.15% <0.01 $20.75 $1,071,000 SEC
2001   Q1 56,812 0.01 Reduce 13.83% <0.01 $16.74 $951,000 SEC
2000   Q4 65,932 0.01 Reduce 58.44% 0.01 $13.32 $878,000 SEC
2000   Q3 158,632 0.02 Add 44.30% <0.01 $14.63 $2,320,000 SEC
2000   Q2 109,932 0.01 Add 1.24% <0.01 $14.87 $1,635,000 SEC
2000   Q1 108,582 0.01 Add 44.62% <0.01 $14.25 $1,547,000 SEC
1999   Q4 75,082 0.01 Reduce 1.96% <0.01 $20.50 $1,539,000 SEC
1999   Q3 76,582 0.01 Reduce 2.30% <0.01 $24.50 $1,876,000 SEC
1999   Q2 78,382 0.01 Reduce 2.24% <0.01 $30.12 $2,361,000 SEC
1999   Q1 80,182 0.01 $26.38 $2,115,000 SEC