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Dodge & Cox – Largest Buy Additions (2025 Q3)

A detailed view of the stocks most significantly increased by Dodge & Cox during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
FISV 26,535,300 $128.93 Increased 31.09% 2.89% $3.42B 2025 Q3
MET 39,248,742 $82.37 Increased 1.18% 2.73% $3.23B 2025 Q3
FDX 11,049,755 $235.81 Increased 13.53% 2.20% $2.61B 2025 Q3
CMCSA 75,418,594 $31.42 Increased 1.12% 2.00% $2.37B 2025 Q3
TSM 52,400,000 $43.5 Increased 24.76% 1.92% $2.28B 2025 Q3
UNH 6,511,760 $345.3 Increased 8.62% 1.90% $2.25B 2025 Q3
CHTR 7,939,676 $275.11 Increased 6.50% 1.84% $2.18B 2025 Q3
FIS 29,009,253 $65.94 Increased 21.25% 1.61% $1.91B 2025 Q3
CI 6,278,072 $288.25 Increased 4.36% 1.53% $1.81B 2025 Q3
REGN 2,922,880 $562.27 Increased 17.31% 1.39% $1.64B 2025 Q3
APD 5,995,751 $272.72 Increased 2.99% 1.38% $1.64B 2025 Q3
ZBH 15,549,900 $98.5 Increased 6.34% 1.29% $1.53B 2025 Q3
SUI 10,948,300 $129 Increased 2.51% 1.19% $1.41B 2025 Q3
GEHC 17,998,973 $75.1 Increased 19.56% 1.14% $1.35B 2025 Q3
FTV 27,516,926 $48.99 Increased 28.92% 1.14% $1.35B 2025 Q3
SBAC 6,167,900 $193.35 Increased 14.25% 1.01% $1.19B 2025 Q3
IFF 17,514,000 $61.54 Increased 7.60% 0.91% $1.08B 2025 Q3
BAX 38,623,700 $22.77 Increased 9.50% 0.74% $879.46M 2025 Q3
LPLA 2,285,630 $332.69 Increased 24.65% 0.64% $760.41M 2025 Q3
TDY 1,287,100 $586.04 Increased 13.53% 0.64% $754.29M 2025 Q3
AON 1,798,700 $356.58 Buy 100.00% 0.54% $641.38M 2025 Q3
TAP 13,942,525 $45.25 Increased 31.91% 0.53% $630.9M 2025 Q3
ADM 10,007,007 $59.74 Buy 100.00% 0.50% $597.82M 2025 Q3
CARR 9,932,779 $59.7 Increased 6.55% 0.50% $592.99M 2025 Q3
WTW 1,389,757 $345.45 Buy 100.00% 0.41% $480.09M 2025 Q3
ADBE 1,215,921 $352.75 Buy 100.00% 0.36% $428.92M 2025 Q3
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