13F Notebook
← Dashboard
Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2020-06-30 $41.11B
Positions 132
Showing 30 of 140 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 ADT INC $0 0 -3,862,525 -100.00% 0.05%
2 APERGY CORP $0 0 -2,520,057 -100.00% 0.04%
3 AXALTA COATING SYS LTD $0 0 -20,655 -100.00% 0.00%
4 CENTENNIAL RESOURCE DEV INC $0 0 -2,491,460 -100.00% 0.00%
5 DELPHI TECHNOLOGIES PL $0 0 -3,540,187 -100.00% 0.08%
6 E TRADE FINANCIAL CORP $0 0 -25,825 -100.00% 0.00%
7 U S SILICA HLDGS INC $0 0 -380,600 -100.00% 0.00%
8 UNDER ARMOUR INC $0 0 -267,175 -100.00% 0.01%
9 PERRIGO CO PLC $442K 0.00% 8,000 +8,000 2020-06-30 $55 ~$55 +0.00%
10 MICROSOFT CORP MSFT $480K 0.00% 2,360 -140 -5.60% 0.00% 2013-06-30 $203 ~$41 +394.65%
11 ILLINOIS TOOL WKS INC ITW $542K 0.00% 3,100 +0 +0.00% 0.00% 2013-06-30 $175 ~$69 +152.24%
12 SALESFORCE COM INC CRM $599K 0.00% 3,200 +0 +0.00% 0.00% 2019-09-30 $187 ~$148 +26.11%
13 FORTUNE BRANDS HOME & SEC IN FBIN $637K 0.00% 9,970 +0 +0.00% 0.00% 2018-09-30 $64 ~$51 +25.39%
14 BRUNSWICK CORP BC $669K 0.00% 10,450 +0 +0.00% 0.00% 2017-12-31 $64 ~$55 +15.87%
15 TD AMERITRADE HLDG CORP AMT $719K 0.00% 19,770 -1,336,855 -98.54% 0.13% 2013-06-30 $36 ~$42 -14.26%
16 WEX INC WEX $891K 0.00% 5,400 +5,400 2020-06-30 $165 ~$165 +0.00%
17 EURONET WORLDWIDE INC EEFT $1.2M 0.00% 12,150 +12,150 2020-06-30 $96 ~$96 +0.00%
18 LIBERTY BROADBAND CORP LBRDA $1.8M 0.00% 15,000 +0 +0.00% 0.00% 2018-03-31 $122 ~$85 +44.11%
19 JPMORGAN CHASE & CO JPM $2.0M 0.00% 21,137 +0 +0.00% 0.01% 2013-06-30 $94 ~$54 +74.61%
20 BAXTER INTL INC BAX $3.0M 0.01% 35,300 -71,495 -66.95% 0.02% 2013-06-30 $86 ~$44 +95.24%
21 SEALED AIR CORP NEW SDA $4.7M 0.01% 144,038 +144,038 2020-06-30 $33 ~$33 +0.00%
22 C H ROBINSON WORLDWIDE INC CHRW $6.1M 0.01% 77,000 -119,475 -60.81% 0.04% 2016-06-30 $79 ~$73 +8.29%
23 WABTEC WAB $6.2M 0.02% 107,158 -29,102 -21.36% 0.02% 2019-03-31 $58 ~$73 -21.28%
24 CDK GLOBAL INC CDK $10.0M 0.02% 242,273 -11,750 -4.63% 0.02% 2014-12-31 $41 ~$45 -7.26%
25 DOVER CORP DOV $10.5M 0.03% 109,136 -300 -0.27% 0.03% 2013-06-30 $97 ~$54 +79.61%
26 FLOWSERVE CORP FLS $12.1M 0.03% 424,125 +424,125 2013-06-30 $29 ~$52 -45.40%
27 HUBSPOT INC HUBS $12.6M 0.03% 56,097 +51,685 +1171.46% 0.00% 2020-03-31 $224 ~$175 +28.03%
28 FEDEX CORP FDX $12.9M 0.03% 92,085 -654,075 -87.66% 0.25% 2013-06-30 $140 ~$101 +38.26%
29 QORVO INC QRVO $13.4M 0.03% 121,024 -9,175 -7.05% 0.03% 2017-12-31 $111 ~$68 +61.44%
30 FIAT CHRYSLER AUTOMOBILES N $13.4M 0.03% 1,307,244 -23,861,794 -94.81% 0.50% 2015-06-30 $10 ~$13 -18.58%