13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2015-12-31 $59.02B
Positions 124
Showing 30 of 131 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↑ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 ACCENTURE PLC IRELAND $0 0 -2,142,350 -100.00% 0.37%
2 ADVANCE AUTO PARTS INC $0 0 -3,087 -100.00% 0.00%
3 CABELAS INC $0 0 -1,622,065 -100.00% 0.13%
4 COMCAST CORP NEW $0 0 -4,896,132 -100.00% 0.49%
5 GOOGLE INC $0 0 -1,295,093 -100.00% 1.45%
6 GOOGLE INC $0 0 -1,906,344 -100.00% 2.03%
7 OMNICOM GROUP INC $0 0 -1,629,500 -100.00% 0.19%
8 ULTRA PETROLEUM CORP UPLEUR $28K 0.00% 11,200 -1,878,900 -99.41% 0.02% 2013-06-30 $2 ~$20 -87.55%
9 UNILEVER N V UNUSD $208K 0.00% 4,800 -1,000 -17.24% 0.00% 2013-06-30 $43 ~$39 +10.13%
10 HOME DEPOT INC HD $258K 0.00% 1,953 -294 -13.08% 0.00% 2013-06-30 $132 ~$79 +67.69%
11 AGCO CORP AGCO $1.3M 0.00% 27,725 -425 -1.51% 0.00% 2014-12-31 $45 ~$45 -0.14%
12 AT&T INC T $1.5M 0.00% 43,251 +43,251 2015-12-31 $34 ~$34 +0.00%
13 DICKS SPORTING GOODS INC DKS $1.6M 0.00% 45,375 -1,950 -4.12% 0.00% 2013-06-30 $35 ~$51 -30.45%
14 SOUTHERN COPPER CORP SCCO $2.6M 0.00% 100,000 -605,000 -85.82% 0.03% 2014-12-31 $26 ~$28 -7.86%
15 QIAGEN NV $7.1M 0.01% 256,800 +256,800 2015-12-31 $28 ~$28 +0.00%
16 TORCHMARK CORP TMK $7.1M 0.01% 125,026 -6,336 -4.82% 0.01% 2013-06-30 $57 ~$66 -13.13%
17 CDW CORP CDW $13.9M 0.02% 331,092 -4,385 -1.31% 0.02% 2015-09-30 $42 ~$41 +2.88%
18 BLOUNT INTL INC NEW $19.3M 0.03% 1,964,544 -939,642 -32.35% 0.03% 2013-06-30 $10 ~$11 -11.66%
19 COMERICA INC CMA $19.7M 0.03% 470,951 +725 +0.15% 0.03% 2013-06-30 $42 ~$40 +3.99%
20 LAS VEGAS SANDS CORP LVS $23.4M 0.04% 534,515 -75,540 -12.38% 0.04% 2014-09-30 $44 ~$62 -28.88%
21 KNOWLES CORP KN $25.3M 0.04% 1,898,871 -1,434,241 -43.03% 0.11% 2014-03-31 $13 ~$32 -57.78%
22 LAM RESEARCH CORP LRCXEUR $25.5M 0.04% 321,450 -5,040 -1.54% 0.04% 2013-06-30 $79 ~$45 +76.79%
23 AMAZON COM INC AMZN $25.6M 0.04% 37,925 -1,498,356 -97.53% 1.38% 2014-06-30 $676 ~$323 +109.07%
24 LIBERTY BROADBAND CORP LBRDK $27.7M 0.05% 533,622 +533,622 2015-12-31 $52 ~$52 +0.00%
25 ROWAN COMPANIES PLC $35.6M 0.06% 2,097,650 -73,975 -3.41% 0.06% 2013-06-30 $17 ~$29 -42.06%
26 HERTZ GLOBAL HOLDINGS INC $39.3M 0.07% 2,763,350 +2,763,350 2015-12-31 $14 ~$14 +0.00%
27 E TRADE FINANCIAL CORP ETRA $39.6M 0.07% 1,334,906 -26,335 -1.93% 0.06% 2015-03-31 $30 ~$29 +3.90%
28 ORBOTECH LTD $44.6M 0.08% 2,016,712 -302,450 -13.04% 0.06% 2013-06-30 $22 ~$13 +74.76%
29 GAMING & LEISURE PPTYS INC GLPI $48.5M 0.08% 1,744,901 +802,635 +85.18% 0.05% 2013-12-31 $28 ~$40 -29.83%
30 OSHKOSH CORP OSK $50.5M 0.09% 1,292,700 +1,005,150 +349.56% 0.02% 2015-03-31 $39 ~$38 +1.91%