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SUN CMNTYS INC holding history

As of Nov. 6, 2026 (UTC)

← DODGE & COX portfolio · COM · CUSIP 866674104 · SH

Quarter-end history; absent and withheld figures are not zero
March 31, 202513,647,820$1,755,655,5651.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewMay 14, 2025
June 30, 202514,198,760$1,796,001,1521.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2025
Sept. 30, 202514,480,815$1,868,025,1351.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewNov. 13, 2025
Dec. 31, 202514,491,865$1,795,686,9920.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewFeb. 13, 2026
March 31, 202614,266,030$1,796,949,1390.99%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewMay 14, 2026
June 30, 20269,500,781$1,139,238,6500.60%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026

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Schedule 13G disclosures

SUN COMMUNITIES INC · SC 13G/A · Event June 30, 2026 · Filed Aug. 7, 2026
SEC original disclosureAccepted Aug. 7, 2026 at 17:22 UTCLinked to a portfolio holding: No source restrictions recordedSUN CMNTYS INC historyAmendment
Separate reporting persons; overlapping shares are never summed. Percent of class is not portfolio weight.
Reporting personReported shares% of security classGroup box
Dodge & Cox9,500,7817.7%Unavailable
SUN COMMUNITIES INC · SC 13G/A · Event June 30, 2025 · Filed Aug. 13, 2025
SEC original disclosureAccepted Aug. 13, 2025 at 20:50 UTCLinked to a portfolio holding: No source restrictions recordedSUN CMNTYS INC historyAmendment
Separate reporting persons; overlapping shares are never summed. Percent of class is not portfolio weight.
Reporting personReported shares% of security classGroup box
Dodge & Cox14,198,76011.1%Unavailable
SUN COMMUNITIES INC · SC 13G/A · Event Feb. 28, 2025 · Filed March 7, 2025
SEC original disclosureAccepted March 7, 2025 at 17:45 UTCLinked to a portfolio holding: No source restrictions recordedSUN CMNTYS INC historyAmendment
Separate reporting persons; overlapping shares are never summed. Percent of class is not portfolio weight.
Reporting personReported shares% of security classGroup box
Dodge & Cox12,814,38010.1%Unavailable
SUN COMMUNITIES INC · SC 13G · Event Dec. 31, 2024 · Filed Feb. 13, 2025
SEC original disclosureAccepted Feb. 13, 2025 at 21:04 UTCLinked to a portfolio holding: No source restrictions recordedSUN CMNTYS INC history
Separate reporting persons; overlapping shares are never summed. Percent of class is not portfolio weight.
Reporting personReported shares% of security classGroup box
Dodge & Cox9,606,0187.5%Unavailable
About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.