David Hoeft / Katherine M. Primas
@Dodge & Cox
Latest period2024 - Q3ReportedManaged Assets$176.833BTotal holdings205
Assets growth rate6.13%Assets growth rate (2-Q avg)1.4%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Dodge & Cox's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 205 positions.
Assets under management
The assets under management (AUM) of Dodge & Cox over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 176.833B in assets, with a quarterly growth rate of 6.13% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by David Hoeft, Katherine M. Primas, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BAXBaxter International, Inc.
| 0.96% | $1.693B 44.598M shares@ $37.97 avg price | Increased 62.05% |
HUMHumana, Inc.
| 0.89% | $1.563B 4.934M shares@ $316.74 avg price | Increased 14.52% |
JDJd.com, Inc.
| 0.51% | $899.298M 22.482M shares@ $40.0 avg price | Increased 0.02% |
TAPMolson Coors Beverage Co.
| 0.48% | $840.912M 14.619M shares@ $57.52 avg price | Increased 0.31% |
SUISun Communities, Inc.
| 0.46% | $805.651M 5.961M shares@ $135.16 avg price | Increased 6.9% |
XPXp, Inc.
| 0.36% | $625.42M 34.862M shares@ $17.94 avg price | Increased 1.49% |
BIDUBaidu, Inc.
| 0.36% | $620.602M 5.894M shares@ $105.29 avg price | Increased 0.19% |
NTRNutrien, Ltd.
| 0.34% | $599.907M 12.482M shares@ $48.07 avg price | Increased 2.33% |
CPNGCoupang, Inc.
| 0.28% | $493.588M 20.105M shares@ $24.55 avg price | Increased 65.97% |
YUMCYum China Holdings, Inc.
| 0.28% | $481.028M 10.685M shares@ $45.02 avg price | Increased 0.04% |