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 |
Humana
HUM
|
$1.34B |
| 2 |
SBA Communications
SBAC
|
$1.17B |
| 3 |
Avantor
AVTR
|
$647M |
| 4 |
Fortive
FTV
|
$583M |
| 5 |
Celanese
CE
|
$472M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.29B |
| 2 |
Wells Fargo
WFC
|
$1.16B |
| 3 |
Truist Financial
TFC
|
$1.11B |
| 4 |
Bank of America
BAC
|
$973M |
| 5 |
Goldman Sachs
GS
|
$864M |
Sector Composition
| 1 | Healthcare | 21.28% |
| 2 | Financials | 18.77% |
| 3 | Industrials | 12.45% |
| 4 | Technology | 12.31% |
| 5 | Communication Services | 11.79% |
