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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Dodge & Cox

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000950123-25-002054

Total Value
$171.84B
Positions
214
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (214)

#IssuerTicker / CUSIPSharesValue% of Filing
1The Charles Schwab Corp.SCHW-PJ89,369,528$6.61B3.85%
2Fiserv, Inc.FISV32,192,395$6.61B3.85%
3Johnson Controls International PLCG5150210580,369,871$6.34B3.69%
4RTX Corp.RTX44,491,403$5.15B3.00%
5Wells Fargo & Co.94974610170,452,850$4.95B2.88%
6MetLife, Inc.MET-PF54,154,554$4.43B2.58%
7Charter Communications, Inc.16119P10811,547,176$3.96B2.30%
8FedEx Corp.FDX13,889,624$3.91B2.27%
9Booking Holdings, Inc.BKNG783,572$3.89B2.27%
10Microsoft Corp.MSFT9,061,091$3.82B2.22%
11Amazon.com, Inc.AMZN17,172,957$3.77B2.19%
12Sanofi SASNYNF75,220,588$3.63B2.11%
13Occidental Petroleum Corp.67459910570,002,502$3.46B2.01%
14Alphabet, Inc.GOOG18,131,757$3.45B2.01%
15The Bank of New York Mellon Corp.06405810044,699,198$3.43B2.00%
16CVS Health Corp.CVS70,105,899$3.15B1.83%
17Capital One Financial Corp.14040H10517,284,997$3.08B1.79%
18Gilead Sciences, Inc.GILD32,947,717$3.04B1.77%
19Comcast Corp.CCZ79,102,667$2.97B1.73%
20Fidelity National Information Services, Inc.31620M10634,327,527$2.77B1.61%
21International Flavors & Fragrances, Inc.45950610131,437,763$2.66B1.55%
22Humana, Inc.HUM10,198,040$2.59B1.51%
23Norfolk Southern Corp.65584410810,689,209$2.51B1.46%
24The Cigna Group1255231008,772,608$2.42B1.41%
25GE Aerospace36960430114,161,304$2.36B1.37%
26GSK PLCGLAXF68,440,912$2.31B1.35%
27TE Connectivity PLCTEL15,965,609$2.28B1.33%
28Alphabet, Inc.GOOG12,005,162$2.27B1.32%
29UBS Group AGUBS73,497,042$2.24B1.30%
30Meta Platforms, Inc.META3,810,837$2.23B1.30%
31The Goldman Sachs Group, Inc.GSCE3,870,536$2.22B1.29%
32Avantor, Inc.AVTR99,145,770$2.09B1.22%
33T-Mobile U.S., Inc.TMUSZ9,382,681$2.07B1.21%
34UnitedHealth Group, Inc.UNH4,093,228$2.07B1.20%
35Zimmer Biomet Holdings, Inc.ZBH19,118,436$2.02B1.18%
36Anheuser-Busch InBev SA/NVBUDFF39,996,830$2.00B1.17%
37The Williams Co., Inc.96945710036,348,514$1.97B1.14%
38Air Products & Chemicals, Inc.AIIR6,663,154$1.93B1.12%
39Baker Hughes Co.BKR45,658,130$1.87B1.09%
40Haleon PLCHLNCF178,744,926$1.71B0.99%
41Regeneron Pharmaceuticals, Inc.REGN2,321,316$1.65B0.96%
42SBA Communications Corp.SBAC7,346,255$1.50B0.87%
43Baxter International, Inc.07181310950,377,294$1.47B0.85%
44Cognizant Technology Solutions Corp.CTSH18,330,397$1.41B0.82%
45Cisco Systems, Inc.CSCO23,738,670$1.41B0.82%
46Bank of America Corp.06050510431,060,084$1.37B0.79%
47GE HealthCare Technologies, Inc.GEHC16,675,508$1.30B0.76%
48LyondellBasell Industries NVLYB16,965,832$1.26B0.73%
49Alibaba Group Holding, Ltd.BBAAY14,469,770$1.23B0.71%
50Dominion Energy, Inc.D22,623,133$1.22B0.71%
51Novartis AGNVSEF12,214,665$1.19B0.69%
52Sun Communities, Inc.8666741049,606,018$1.18B0.69%
53ConocoPhillipsCOP11,423,586$1.13B0.66%
54HP, Inc.HPQ33,745,905$1.10B0.64%
55American Electric Power Co., Inc.02553710111,575,220$1.07B0.62%
56Incyte Corp.INCY14,919,633$1.03B0.60%
57Fox Corp.FOX21,098,016$1.02B0.60%
58Suncor Energy, Inc.SU28,452,054$1.02B0.59%
59Elanco Animal Health, Inc.ELAN83,180,666$1.01B0.59%
60Credicorp, Ltd.BAP5,337,180$978.4M0.57%
61Carrier Global Corp.CARR14,305,840$976.5M0.57%
62Coherent Corp.COHR10,239,099$969.9M0.56%
63BioMarin Pharmaceutical, Inc.BMRN14,746,235$969.3M0.56%
64Celanese Corp.CE13,618,062$942.5M0.55%
65VF Corp.VFC42,447,650$910.9M0.53%
66Bristol-Myers Squibb Co.CELG-RI15,402,468$871.2M0.51%
67Molson Coors Beverage Co.TAP-A14,571,189$835.2M0.49%
68Alnylam Pharmaceuticals, Inc.ALNY3,540,262$833.1M0.48%
69State Street Corp.STT-PG7,425,244$728.8M0.42%
70Aegon, Ltd.AEFC117,764,090$693.6M0.40%
71The Gap, Inc.GAP28,824,721$681.1M0.40%
72Gaming & Leisure Properties, Inc.36467J10813,498,634$650.1M0.38%
73Honda Motor Co., Ltd.HNDAF22,074,900$630.2M0.37%
74Medtronic PLCMDT7,661,125$612.0M0.36%
75Fortive Corp.FTV7,779,907$583.5M0.34%
76JD.com, Inc.JDCMF16,723,441$579.8M0.34%
77Nutrien, Ltd.NTR12,523,259$560.4M0.33%
78Linde PLCLIN1,329,590$556.7M0.32%
79Fox Corp.FOX11,341,200$518.7M0.30%
80XP, Inc.XP43,153,245$511.4M0.30%
81TC Energy Corp.TRPRF10,953,200$509.7M0.30%
82Baidu, Inc.BAIDF5,916,215$498.8M0.29%
83Coupang, Inc.CPNG20,229,320$444.6M0.26%
84Neurocrine Biosciences, Inc.NBIX3,016,425$411.7M0.24%
85Yum China Holdings, Inc.YUMC8,512,162$410.0M0.24%
86Occidental Petroleum Corp.67459916214,252,820$392.7M0.23%
87Teck Resources, Ltd.TCKRF8,558,940$346.9M0.20%
88News Corp.NWSLL11,662,685$321.2M0.19%
89Brighthouse Financial, Inc.10922N1036,669,575$320.4M0.19%
90EchoStar Corp.SATS13,416,003$307.2M0.18%
91Cemex SAB de CVCXMSF49,622,009$279.9M0.16%
92NetEase, Inc.NETTF2,649,876$236.4M0.14%
93HDFC Bank, Ltd.HDB3,271,600$208.9M0.12%
94Flutter Entertainment PLCG3643J108628,878$162.5M0.09%
95LPL Financial Holdings, Inc.50212V100470,109$153.5M0.09%
96American Express Co.AXP399,340$118.5M0.07%
97Grupo Televisa SABGRPFF64,212,690$107.9M0.06%
98Sunrise Communications AGSNNRF2,289,925$98.6M0.06%
99Fresenius Medical Care AGFMCQF4,173,510$94.5M0.05%
100Liberty Global, Ltd.LBTYK6,682,068$87.8M0.05%
101Itau Unibanco Holding SA46556210616,621,005$82.4M0.05%
102Cadence Design Systems, Inc.CDNS250,917$75.4M0.04%
103JPMorgan Chase & Co.VYLD293,280$70.3M0.04%
104Union Pacific Corp.UNP278,219$63.4M0.04%
105Liberty Global, Ltd.LBTYK4,767,561$60.8M0.04%
106GE Vernova, Inc.GEV179,322$59.0M0.03%
107Microchip Technology, Inc.MCHPP608,865$34.9M0.02%
108Eli Lilly & Co.LLY44,797$34.6M0.02%
109The Walt Disney Co.254687106301,612$33.6M0.02%
110Chevron Corp.CVX183,553$26.6M0.02%
111The Travelers Co., Inc.TRV108,188$26.1M0.02%
112Schlumberger NVSLB620,516$23.8M0.01%
113Taiwan Semiconductor Manufacturing Co., Ltd.874039100107,500$21.2M0.01%
114Walmart, Inc.WMT183,310$16.6M0.01%
115The Procter & Gamble Co.74271810994,426$15.8M0.01%
116Merck & Co., Inc.MRK157,351$15.7M0.01%
117Target Corp.TGT113,719$15.4M0.01%
118Caterpillar, Inc.CAT41,976$15.2M0.01%
119Thermo Fisher Scientific, Inc.TMO26,121$13.6M0.01%
120The Home Depot, Inc.HD24,222$9.4M0.01%
121AstraZeneca PLCAZN143,710$9.4M0.01%
122Adobe, Inc.ADBE20,950$9.3M0.01%
123Boston Scientific Corp.BSX94,795$8.5M0.00%
124Exxon Mobil Corp.XOM78,461$8.4M0.00%
125International Business Machines Corp.INTR34,120$7.5M0.00%
126Juniper Networks, Inc.48203R104187,600$7.0M0.00%
127National Energy Services Reunited Corp.NESR768,089$6.9M0.00%
128Analog Devices, Inc.ADI31,185$6.6M0.00%
129Vulcan Materials Co.92916010924,500$6.3M0.00%
130Hess Corp.HESM45,950$6.1M0.00%
131Apple, Inc.AAPL23,868$6.0M0.00%
132Berkshire Hathaway, Inc.BRK-A12,703$5.8M0.00%
133Synopsys, Inc.SNPS11,350$5.5M0.00%
134Broadcom, Inc.AVGO23,460$5.4M0.00%
135Deere & Co.DE12,761$5.4M0.00%
136Motorola Solutions, Inc.MSI8,627$4.0M0.00%
137Danaher Corp.23585110216,525$3.8M0.00%
138Amgen, Inc.AMGN14,282$3.7M0.00%
139Shell PLCRYDAF57,613$3.6M0.00%
140iShares Russell 1000 Value ETF46428759817,100$3.2M0.00%
141Johnson & JohnsonJNJ21,097$3.1M0.00%
142Pfizer, Inc.PFE111,560$3.0M0.00%
143Dell Technologies, Inc.DELL25,265$2.9M0.00%
144Hewlett Packard Enterprise Co.HPE-PC135,675$2.9M0.00%
145The PNC Financial Services Group, Inc.69347510514,275$2.8M0.00%
146Berkshire Hathaway, Inc.BRK-A4$2.7M0.00%
147S&P Global, Inc.SPGI5,400$2.7M0.00%
148Truist Financial Corp.89832Q10956,346$2.4M0.00%
149Halliburton Co.HAL80,660$2.2M0.00%
150Philip Morris International, Inc.71817210917,000$2.0M0.00%
151Otis Worldwide Corp.OTIS21,810$2.0M0.00%
152Abbott LaboratoriesABLZF17,857$2.0M0.00%
153AbbVie, Inc.ABBV11,006$2.0M0.00%
154Corning, Inc.GLW40,450$1.9M0.00%
155McDonald's Corp.MCD6,550$1.9M0.00%
156Honeywell International, Inc.4385161068,019$1.8M0.00%
157Diageo PLCDGEAF13,511$1.7M0.00%
158NextEra Energy, Inc.NEE-PW23,600$1.7M0.00%
159Parker-Hannifin Corp.PH2,500$1.6M0.00%
160The Coca-Cola Co.KO24,635$1.5M0.00%
161JOYY, Inc.JOYY34,966$1.5M0.00%
162Vipshop Holdings, Ltd.VIPS101,997$1.4M0.00%
163Unilever PLCUNLYF23,900$1.4M0.00%
164Corteva, Inc.CTVA23,482$1.3M0.00%
165DuPont de Nemours, Inc.DD17,383$1.3M0.00%
166Colgate-Palmolive Co.CL14,000$1.3M0.00%
167Las Vegas Sands Corp.LVS23,686$1.2M0.00%
168Affiliated Managers Group, Inc.MGRE6,500$1.2M0.00%
1693M Co.MMM9,224$1.2M0.00%
170Trip.com Group, Ltd.TRPCF17,200$1.2M0.00%
171Altria Group, Inc.MO21,000$1.1M0.00%
172APA Corp.APA42,900$990,5610.00%
173Ameriprise Financial, Inc.03076C1061,827$972,7500.00%
174PayPal Holdings, Inc.PYPL11,050$943,1180.00%
175Geopark, Ltd.GPRK98,845$916,2930.00%
176eBay, Inc.EBAY14,700$910,6650.00%
177Live Nation Entertainment, Inc.LYV7,000$906,5000.00%
178ACM Research, Inc.00108J10953,592$809,2390.00%
179Arcos Dorados Holdings, Inc.ARCO106,000$771,6800.00%
180Blackrock, Inc.BLK750$768,8330.00%
181Intercorp Financial Services, Inc.INTR25,869$758,9960.00%
182Moody's Corp.MCO1,566$741,2970.00%
183Nucor Corp.NUE6,200$723,6020.00%
184General Mills, Inc.37033410411,200$714,2240.00%
185Mondelez International, Inc.60920710511,840$707,2030.00%
186Dow, Inc.DOW16,322$655,0020.00%
187Copa Holdings SACPA7,350$645,9180.00%
188Kaspi.KZ JSC48581R2056,426$608,6060.00%
189Genuine Parts Co.GPC4,665$544,6850.00%
190MGM Resorts InternationalMGM15,500$537,0750.00%
191Dlocal, Ltd.DLO44,900$505,5740.00%
192The Allstate Corp.ALL-PJ2,618$504,7240.00%
193Afya, Ltd.AFYA31,262$496,4410.00%
194PepsiCo, Inc.PEP3,075$467,5850.00%
195Grupo Aeroportuario del Sureste SAB de CV40051E2021,800$463,7340.00%
196Elevance Health, Inc.ELV1,100$405,7900.00%
197Ambev SAABEV206,200$381,4700.00%
198Lockheed Martin Corp.LMT775$376,6040.00%
199Loma Negra Cia Industrial Argentina SA54150E10430,900$368,9460.00%
200Cintas Corp.CTAS2,000$365,4000.00%
201Bancolombia SA05968L10211,300$356,0630.00%
202Noah Holdings, Ltd.NOAH26,840$314,2960.00%
203Phillips 66PSX2,600$296,2180.00%
204Visa, Inc.V900$284,4360.00%
205U.S. BancorpUSB-PS5,800$277,4140.00%
206Zoetis, Inc.ZTS1,700$276,9810.00%
207PPG Industries, Inc.6935061072,200$262,7900.00%
208Intuitive Surgical, Inc.ISRG500$260,9800.00%
209Rio Tinto PLCRTNTF4,000$235,2400.00%
210Petroleo Brasileiro SA71654V40817,300$222,4780.00%
211Becton, Dickinson & Co.BDX980$222,3330.00%
212Verizon Communications, Inc.VZ5,500$219,9450.00%
213Cia Energetica de Minas Gerais20440960115,000$26,5500.00%
214Qurate Retail, Inc.74915M10022,000$7,2600.00%