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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2016-12-31 $51.89B
Positions 121
Showing 30 of 123 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 HERTZ GLOBAL HLDGS INC $0 0 -788,356 -100.00% 0.06%
2 PRICE T ROWE GROUP INC $0 0 -1,638,881 -100.00% 0.22%
3 NORTHERN TR CORP NTRS $236K 0.00% 2,652 +2,652 2013-06-30 $89 ~$58 +53.70%
4 CHEVRON CORP NEW CVX $294K 0.00% 2,500 +0 +0.00% 0.00% 2013-06-30 $118 ~$122 -3.30%
5 BROADRIDGE FINL SOLUTIONS IN BR $346K 0.00% 5,220 -380 -6.79% 0.00% 2013-06-30 $66 ~$27 +149.37%
6 TABLEAU SOFTWARE INC DATA $737K 0.00% 17,475 +17,475 2016-12-31 $42 ~$42 +0.00%
7 CIT GROUP INC CITUSD $928K 0.00% 21,750 -1,325 -5.74% 0.00% 2016-03-31 $43 ~$31 +37.47%
8 OCEANEERING INTL INC OII $951K 0.00% 33,700 -45,100 -57.23% 0.00% 2015-09-30 $28 ~$39 -27.44%
9 AGCO CORP AGCO $1.2M 0.00% 21,525 -1,450 -6.31% 0.00% 2014-12-31 $58 ~$45 +27.28%
10 LAM RESEARCH CORP LRCXEUR $1.4M 0.00% 13,200 -112,270 -89.48% 0.02% 2013-06-30 $106 ~$45 +135.41%
11 MANITOWOC FOODSERVICE INC $1.7M 0.00% 89,500 -3,925,582 -97.77% 0.13% 2016-03-31 $19 ~$15 +31.14%
12 ADIENT PLC $4.4M 0.01% 75,175 +75,175 2016-12-31 $59 ~$59 +0.00%
13 TORCHMARK CORP TMK $6.5M 0.01% 88,676 -22,250 -20.06% 0.01% 2013-06-30 $74 ~$66 +12.11%
14 E TRADE FINANCIAL CORP ETRA $11.5M 0.02% 330,990 -939,735 -73.95% 0.07% 2015-03-31 $35 ~$28 +23.43%
15 COGNIZANT TECHNOLOGY SOLUTIO CTSH $12.4M 0.02% 221,770 -150,285 -40.39% 0.04% 2016-06-30 $56 ~$57 -2.11%
16 APPLIED MATLS INC AMAT $14.1M 0.03% 436,679 -3,093,033 -87.63% 0.21% 2013-06-30 $32 ~$16 +107.26%
17 ILLINOIS TOOL WKS INC ITW $15.2M 0.03% 123,914 -31,328 -20.18% 0.04% 2013-06-30 $122 ~$69 +76.68%
18 C H ROBINSON WORLDWIDE INC CHRW $20.6M 0.04% 281,330 -172,517 -38.01% 0.06% 2016-06-30 $73 ~$74 -0.81%
19 PRICELINE GRP INC $20.9M 0.04% 14,238 +14,238 2016-12-31 $1,466 ~$1,466 +0.00%
20 EXPEDIA INC DEL EXPE $23.6M 0.05% 208,587 -13,319 -6.00% 0.05% 2016-09-30 $113 ~$117 -2.95%
21 CHECK POINT SOFTWARE TECH LT $24.8M 0.05% 293,055 -289,665 -49.71% 0.09% 2013-06-30 $84 ~$53 +59.77%
22 SCHWAB CHARLES CORP NEW SCHW $29.0M 0.06% 735,895 -488,221 -39.88% 0.08% 2016-03-31 $39 ~$28 +40.44%
23 HERC HLDGS INC HRI $37.5M 0.07% 932,651 +136,192 +17.10% 0.05% 2016-06-30 $40 ~$94 -57.06%
24 MANITOWOC INC $38.9M 0.08% 6,509,424 -96,400 -1.46% 0.06% 2013-09-30 $6 ~$17 -65.01%
25 MILLER HERMAN INC MLKN $45.7M 0.09% 1,337,652 -132,400 -9.01% 0.08% 2013-06-30 $34 ~$27 +25.08%
26 GRAINGER W W INC GWW $46.8M 0.09% 201,490 -113,004 -35.93% 0.14% 2013-06-30 $232 ~$239 -2.97%
27 QIAGEN NV $48.7M 0.09% 1,737,240 -759,500 -30.42% 0.14% 2015-12-31 $28 ~$24 +16.38%
28 AXALTA COATING SYS LTD $51.1M 0.10% 1,877,065 -165,096 -8.08% 0.11% 2015-12-31 $27 ~$27 +1.24%
29 WESCO INTL INC WCC $54.2M 0.10% 814,897 -32,528 -3.84% 0.10% 2014-06-30 $67 ~$76 -12.58%
30 AUTONATION INC AN $57.8M 0.11% 1,188,426 +1,188,426 2016-12-31 $49 ~$49 +0.00%