13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2019-12-31 $56.41B
Positions 130
Showing 30 of 137 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 A GE CO $0 0 -24,532 -100.00% 0.00%
2 CHESAPEAKE ENERGY CORP $0 0 -61,725,001 -100.00% 0.17%
3 CHESAPEAKE ENERGY CORP $0 0 -15,000,000 -100.00% 0.02%
4 RANGE RES CORP $0 0 -20,000 -100.00% 0.00%
5 SCHLUMBERGER LTD $0 0 -47,750 -100.00% 0.00%
6 UNILEVER PLC $0 0 -3,800 -100.00% 0.00%
7 WPP PLC NEW $0 0 -169,300 -100.00% 0.02%
8 US BANCORP DEL USB $202K 0.00% 3,400 -2,600 -43.33% 0.00% 2013-06-30 $59 ~$37 +60.61%
9 MICROSOFT CORP MSFT $394K 0.00% 2,500 +0 +0.00% 0.00% 2013-06-30 $158 ~$41 +283.29%
10 SALESFORCE COM INC CRM $520K 0.00% 3,200 +0 +0.00% 0.00% 2019-09-30 $162 ~$148 +9.47%
11 ILLINOIS TOOL WKS INC ITW $557K 0.00% 3,100 +0 +0.00% 0.00% 2013-06-30 $180 ~$69 +159.22%
12 BRUNSWICK CORP BC $651K 0.00% 10,850 +0 +0.00% 0.00% 2017-12-31 $60 ~$55 +8.59%
13 CARMAX INC KMX $752K 0.00% 8,575 +0 +0.00% 0.00% 2013-06-30 $88 ~$50 +76.41%
14 MANPOWERGROUP INC MAN $1.1M 0.00% 11,465 -800 -6.52% 0.00% 2019-03-31 $97 ~$83 +17.44%
15 E TRADE FINANCIAL CORP ETRA $1.2M 0.00% 25,825 +0 +0.00% 0.00% 2015-03-31 $45 ~$28 +60.29%
16 FORTUNE BRANDS HOME & SEC IN FBIN $1.3M 0.00% 19,645 -8,750 -30.82% 0.00% 2018-09-30 $65 ~$51 +28.28%
17 LIBERTY BROADBAND CORP LBRDA $1.9M 0.00% 15,000 +15,000 2018-03-31 $125 ~$85 +46.86%
18 TD AMERITRADE HLDG CORP AMT $2.0M 0.00% 40,720 -1,235,045 -96.81% 0.12% 2013-06-30 $50 ~$50 -0.63%
19 U S SILICA HLDGS INC SLCAUSD $2.3M 0.00% 380,600 -1,147,800 -75.10% 0.03% 2017-12-31 $6 ~$24 -74.80%
20 JPMORGAN CHASE & CO JPM $5.2M 0.01% 37,352 +0 +0.00% 0.01% 2013-06-30 $139 ~$54 +158.81%
21 AXALTA COATING SYS LTD $9.8M 0.02% 323,886 +16,015 +5.20% 0.02% 2015-12-31 $30 ~$27 +11.39%
22 ZIMMER BIOMET HLDGS INC ZBH $11.6M 0.02% 77,754 -5,576 -6.69% 0.02% 2018-03-31 $150 ~$109 +36.92%
23 PINTEREST INC PINS $11.9M 0.02% 637,205 +637,205 2019-12-31 $19 ~$19 +0.00%
24 DOVER CORP DOV $13.4M 0.02% 116,018 -12,000 -9.37% 0.02% 2013-06-30 $115 ~$54 +114.39%
25 WORKDAY INC WDAY $13.4M 0.02% 81,400 +81,400 2019-12-31 $164 ~$164 +0.00%
26 CDK GLOBAL INC CDK $14.6M 0.03% 267,133 +13,860 +5.47% 0.02% 2014-12-31 $55 ~$45 +22.43%
27 BAXTER INTL INC BAX $15.7M 0.03% 187,609 -122,100 -39.42% 0.05% 2013-06-30 $84 ~$44 +89.63%
28 QORVO INC QRVO $15.8M 0.03% 136,064 -1,600 -1.16% 0.02% 2017-12-31 $116 ~$68 +69.77%
29 GILDAN ACTIVEWEAR INC GIL $17.2M 0.03% 580,600 +580,600 2019-12-31 $30 ~$30 +0.00%
30 CENTENNIAL RESOURCE DEV INC CDEVEUR $19.1M 0.03% 4,127,380 -996,959 -19.46% 0.04% 2018-06-30 $5 ~$17 -72.93%