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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2018-03-31 $59.90B
Positions 129
Showing 30 of 143 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 AUTONATION INC $0 0 -1,667,782 -100.00% 0.14%
2 BIOVERATIV INC $0 0 -53,255 -100.00% 0.00%
3 BLACK KNIGHT INC $0 0 -1,792,869 -100.00% 0.13%
4 HOME DEPOT INC $0 0 -3,150 -100.00% 0.00%
5 HSN INC $0 0 -1,716,030 -100.00% 0.11%
6 INFOSYS LTD $0 0 -33,451,925 -100.00% 0.89%
7 JOHNSON & JOHNSON $0 0 -2,200 -100.00% 0.00%
8 MANITOWOC CO INC $0 0 -428,116 -100.00% 0.03%
9 PRICELINE GRP INC $0 0 -296,416 -100.00% 0.84%
10 PROCTER AND GAMBLE CO $0 0 -2,515 -100.00% 0.00%
11 TIFFANY & CO NEW $0 0 -39,353 -100.00% 0.01%
12 TRIBUNE MEDIA CO $0 0 -13,600 -100.00% 0.00%
13 UNION PAC CORP $0 0 -160,286 -100.00% 0.04%
14 WHIRLPOOL CORP $0 0 -771,999 -100.00% 0.21%
15 CHEVRON CORP NEW CVX $228K 0.00% 2,000 -1,400 -41.18% 0.00% 2013-06-30 $114 ~$122 -6.19%
16 TD AMERITRADE HLDG CORP AMT $231K 0.00% 3,900 -265,689 -98.55% 0.02% 2013-06-30 $59 ~$24 +142.77%
17 MICROSOFT CORP MSFT $288K 0.00% 3,150 -34,600 -91.66% 0.01% 2013-06-30 $91 ~$41 +124.54%
18 RANGE RES CORP RRC $291K 0.00% 20,000 +20,000 2013-06-30 $15 ~$54 -72.87%
19 ILLINOIS TOOL WKS INC ITW $744K 0.00% 4,750 +0 +0.00% 0.00% 2013-06-30 $157 ~$69 +125.97%
20 BRUNSWICK CORP BC $821K 0.00% 13,825 -600 -4.16% 0.00% 2017-12-31 $59 ~$55 +7.48%
21 AGCO CORP AGCO $1.0M 0.00% 16,150 -825 -4.86% 0.00% 2014-12-31 $65 ~$45 +42.66%
22 TABLEAU SOFTWARE INC DATA $1.6M 0.00% 19,475 +5,400 +38.37% 0.00% 2016-12-31 $81 ~$51 +57.61%
23 ELLIE MAE INC $2.9M 0.00% 31,675 +19,190 +153.70% 0.00% 2017-12-31 $92 ~$90 +1.97%
24 HARLEY DAVIDSON INC HOG $3.0M 0.00% 69,414 -7,847,235 -99.12% 0.66% 2013-06-30 $43 ~$51 -16.59%
25 ABBVIE INC ABBV $3.9M 0.01% 41,300 -800 -1.90% 0.01% 2013-06-30 $95 ~$74 +28.28%
26 US BANCORP DEL USB $4.4M 0.01% 87,324 -2,938 -3.25% 0.01% 2013-06-30 $51 ~$37 +36.52%
27 LIBERTY BROADBAND CORP LBRDA $8.1M 0.01% 95,900 +95,900 2018-03-31 $85 ~$85 +0.00%
28 EXPEDIA GROUP INC EXPE $9.2M 0.02% 83,770 -107,178 -56.13% 0.04% 2016-09-30 $110 ~$118 -6.14%
29 CHESAPEAKE ENERGY CORP EXE 5.5 09/15/26 $12.9M 0.02% 15,000,000 +15,000,000 2018-03-31 $1 ~$1 +0.00%
30 PRINCIPAL FINL GROUP INC PFG $13.3M 0.02% 217,578 -1,232,575 -85.00% 0.17% 2013-06-30 $61 ~$39 +56.85%