13F Notebook
← Dashboard
Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2019-09-30 $51.53B
Positions 130
Showing 30 of 133 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 ANADARKO PETE CORP $0 0 -4,070 -100.00% 0.00%
2 BRISTOL MYERS SQUIBB CO $0 0 -121,824 -100.00% 0.01%
3 NEWS CORP NEW $0 0 -6,595,652 -100.00% 0.16%
4 RANGE RES CORP RRC $76K 0.00% 20,000 +0 +0.00% 0.00% 2013-06-30 $4 ~$54 -92.91%
5 UNILEVER PLC $228K 0.00% 3,800 -7,200 -65.45% 0.00% 2013-06-30 $60 ~$43 +38.68%
6 US BANCORP DEL USB $332K 0.00% 6,000 -4,691 -43.88% 0.00% 2013-06-30 $55 ~$37 +49.58%
7 MICROSOFT CORP MSFT $348K 0.00% 2,500 +0 +0.00% 0.00% 2013-06-30 $139 ~$41 +238.54%
8 SALESFORCE COM INC CRM $475K 0.00% 3,200 +3,200 2019-09-30 $148 ~$148 +0.00%
9 ILLINOIS TOOL WKS INC ITW $485K 0.00% 3,100 +0 +0.00% 0.00% 2013-06-30 $156 ~$69 +125.71%
10 BRUNSWICK CORP BC $566K 0.00% 10,850 -600 -5.24% 0.00% 2017-12-31 $52 ~$55 -5.58%
11 BAKER HUGHES A GE CO BKR $569K 0.00% 24,532 -7,100 -22.45% 0.00% 2017-09-30 $23 ~$36 -35.63%
12 CARMAX INC KMX $755K 0.00% 8,575 -288,351 -97.11% 0.05% 2013-06-30 $88 ~$50 +77.11%
13 MANPOWERGROUP INC MAN $1.0M 0.00% 12,265 -550 -4.29% 0.00% 2019-03-31 $84 ~$83 +1.89%
14 E TRADE FINANCIAL CORP ETRA $1.1M 0.00% 25,825 -1,375 -5.06% 0.00% 2015-03-31 $44 ~$28 +54.27%
15 FORTUNE BRANDS HOME & SEC IN FBIN $1.6M 0.00% 28,395 -850 -2.91% 0.00% 2018-09-30 $55 ~$51 +7.34%
16 SCHLUMBERGER LTD SLB $1.6M 0.00% 47,750 -500 -1.04% 0.00% 2013-06-30 $34 ~$56 -39.45%
17 JPMORGAN CHASE & CO JPM $4.4M 0.01% 37,352 -864 -2.26% 0.01% 2013-06-30 $118 ~$54 +118.50%
18 CHESAPEAKE ENERGY CORP EXE 5.5 09/15/26 $9.0M 0.02% 15,000,000 +0 +0.00% 0.02% 2018-03-31 $1 ~$1 -30.61%
19 AXALTA COATING SYS LTD $9.3M 0.02% 307,871 -196,040 -38.90% 0.03% 2015-12-31 $30 ~$27 +11.11%
20 QORVO INC QRVO $10.2M 0.02% 137,664 -1,320 -0.95% 0.02% 2017-12-31 $74 ~$68 +8.29%
21 WPP PLC NEW WPP $10.6M 0.02% 169,300 +23,000 +15.72% 0.02% 2017-09-30 $63 ~$89 -29.31%
22 ZIMMER BIOMET HLDGS INC ZBH $11.4M 0.02% 83,330 -2,757 -3.20% 0.02% 2018-03-31 $137 ~$109 +25.57%
23 CDK GLOBAL INC CDK $12.2M 0.02% 253,273 +253,273 2014-12-31 $48 ~$44 +8.57%
24 DOVER CORP DOV $12.7M 0.02% 128,018 -108,024 -45.76% 0.04% 2013-06-30 $100 ~$54 +85.19%
25 U S SILICA HLDGS INC SLCAUSD $14.6M 0.03% 1,528,400 +60,500 +4.12% 0.03% 2017-12-31 $10 ~$24 -60.82%
26 NASDAQ INC NDAQ $16.1M 0.03% 161,855 +57,230 +54.70% 0.02% 2019-06-30 $99 ~$97 +2.70%
27 ARCOSA INC ACA $20.8M 0.04% 606,748 -6,483 -1.06% 0.04% 2018-12-31 $34 ~$28 +22.18%
28 CENTENNIAL RESOURCE DEV INC CDEVEUR $23.1M 0.04% 5,124,339 +552,203 +12.08% 0.06% 2018-06-30 $5 ~$17 -73.55%
29 BAXTER INTL INC BAX $27.1M 0.05% 309,709 -1,174,937 -79.14% 0.22% 2013-06-30 $87 ~$44 +98.36%
30 EQUIFAX INC EFX $27.5M 0.05% 195,713 -23,299 -10.64% 0.05% 2018-06-30 $141 ~$124 +13.77%