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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2017-09-30 $59.29B
Positions 124
Showing 30 of 130 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 BAKER HUGHES INC $0 0 -3,882,972 -100.00% 0.38%
2 COGNIZANT TECHNOLOGY SOLUTIO $0 0 -215,765 -100.00% 0.03%
3 COMERICA INC $0 0 -2,785 -100.00% 0.00%
4 FACEBOOK INC $0 0 -1,504 -100.00% 0.00%
5 KATE SPADE & CO $0 0 -81,500 -100.00% 0.00%
6 ULTRA PETROLEUM CORP $0 0 -2,927,833 -100.00% 0.06%
7 CHEVRON CORP NEW CVX $235K 0.00% 2,000 -500 -20.00% 0.00% 2013-06-30 $118 ~$122 -3.38%
8 OCEANEERING INTL INC OII $557K 0.00% 21,200 -13,825 -39.47% 0.00% 2015-09-30 $26 ~$38 -31.60%
9 TORCHMARK CORP TMK $805K 0.00% 10,050 -13,475 -57.28% 0.00% 2013-06-30 $80 ~$66 +21.74%
10 ILLINOIS TOOL WKS INC ITW $851K 0.00% 5,750 -1,000 -14.81% 0.00% 2013-06-30 $148 ~$69 +113.52%
11 TABLEAU SOFTWARE INC DATA $1.2M 0.00% 15,425 -100 -0.64% 0.00% 2016-12-31 $75 ~$42 +77.54%
12 AGCO CORP AGCO $1.4M 0.00% 18,525 -350 -1.85% 0.00% 2014-12-31 $74 ~$45 +62.38%
13 SOUTHWEST AIRLS CO LUV $1.5M 0.00% 25,961 +25,961 2017-09-30 $56 ~$56 +0.00%
14 TRINITY INDS INC TRN $2.2M 0.00% 68,400 -350 -0.51% 0.00% 2017-06-30 $32 ~$28 +13.81%
15 TRIBUNE MEDIA CO TRCO $4.9M 0.01% 118,786 -22,800 -16.10% 0.01% 2015-03-31 $41 ~$56 -27.17%
16 US BANCORP DEL USB $5.4M 0.01% 100,215 -1,591,340 -94.08% 0.16% 2013-06-30 $54 ~$37 +44.88%
17 ABBVIE INC ABBV $5.4M 0.01% 61,050 +37,350 +157.59% 0.00% 2013-06-30 $89 ~$74 +20.44%
18 PDC ENERGY INC PDCEUSD $6.0M 0.01% 122,475 +122,475 2017-09-30 $49 ~$49 +0.00%
19 EXPRESS SCRIPTS HLDG CO $7.5M 0.01% 118,776 +8,676 +7.88% 0.01% 2013-06-30 $63 ~$74 -14.71%
20 CONTROLADORA VUELA CIA DE AV VLRS $9.5M 0.02% 796,811 +796,811 2017-09-30 $12 ~$12 +0.00%
21 TIFFANY & CO NEW TIFEUR $12.1M 0.02% 132,147 -358,131 -73.05% 0.08% 2013-06-30 $92 ~$80 +14.39%
22 WPP PLC NEW WPP $16.5M 0.03% 177,400 +177,400 2017-09-30 $93 ~$93 +0.00%
23 GRAINGER W W INC GWW $17.7M 0.03% 98,618 -18,566 -15.84% 0.04% 2013-06-30 $180 ~$239 -24.90%
24 UNION PAC CORP UNP $19.0M 0.03% 163,805 -2,401,829 -93.62% 0.50% 2013-06-30 $116 ~$80 +44.40%
25 BRISTOL MYERS SQUIBB CO BMY $25.0M 0.04% 391,881 +391,881 2013-06-30 $64 ~$63 +0.50%
26 QIAGEN NV $25.9M 0.04% 822,480 +0 +0.00% 0.05% 2017-03-31 $31 ~$29 +8.73%
27 EXPEDIA INC DEL EXPE $27.5M 0.05% 191,232 -15,417 -7.46% 0.06% 2016-09-30 $144 ~$118 +22.36%
28 FLOWSERVE CORP FLS $32.6M 0.05% 765,186 -2,064,712 -72.96% 0.24% 2013-06-30 $43 ~$57 -24.69%
29 ADIENT PLC $40.3M 0.07% 479,630 +17,740 +3.84% 0.05% 2016-12-31 $84 ~$65 +29.10%
30 WESCO INTL INC WCC $41.8M 0.07% 717,675 -92,470 -11.41% 0.08% 2014-06-30 $58 ~$76 -23.48%