Dodge & Cox Portfolio holdings
Dodge & Cox, founded in 1930 by Van Duyn Dodge and E. Morris Cox in San Francisco, California, is an independent, employee-owned investment management firm renowned for its disciplined, value-oriented approach to long-term investing. Managing over $350 billion in assets as of late 2024, the firm offers a concise lineup of mutual funds and separate accounts focusing on U.S. and international equities, fixed income, and balanced portfolios, serving individual and institutional investors with a low-turnover, research-driven strategy. Known for its team-based decision-making and contrarian stance—buying undervalued securities others overlook—Dodge & Cox has maintained a consistent philosophy through decades, avoiding trend-chasing and emphasizing fundamentals, even during market volatility like the 2008 crisis. With a tight-knit team of about 300 employees and no proprietary trading, the firm’s commitment to simplicity, low fees, and client alignment has earned it a loyal following and a reputation as a steadfast player in asset management.
Top Buys
| 1 | +$609M | |
| 2 | +$601M | |
| 3 | +$566M | |
| 4 |
Harley-Davidson
HOG
|
+$396M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$381M |
Top Sells
| 1 | +$883M | |
| 2 | +$847M | |
| 3 | +$472M | |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$458M |
| 5 |
UnitedHealth
UNH
|
+$420M |
Sector Composition
| 1 | Financials | 23.1% |
| 2 | Technology | 21.15% |
| 3 | Communication Services | 16.86% |
| 4 | Healthcare | 16.13% |
| 5 | Energy | 9.79% |