13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2021-09-30 $62.77B
Positions 137
Showing 30 of 145 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 AGILENT TECHNOLOGIES INC $0 0 -18,698 -100.00% 0.00%
2 BOEING CO $0 0 -1,066 -100.00% 0.00%
3 CARMAX INC $0 0 -1,875 -100.00% 0.00%
4 CONTROLADORA VUELA COMP DE A $0 0 -1,168,488 -100.00% 0.04%
5 FEDEX CORP $0 0 -830 -100.00% 0.00%
6 FOOT LOCKER INC $0 0 -4,000 -100.00% 0.00%
7 GENERAL ELECTRIC CO $0 0 -42,152,806 -100.00% 0.90%
8 RALPH LAUREN CORP $0 0 -1,800 -100.00% 0.00%
9 C H ROBINSON WORLDWIDE INC CHRW $244K 0.00% 2,800 -2,480 -46.97% 0.00% 2016-06-30 $87 ~$73 +19.35%
10 TRINITY INDS INC TRN $467K 0.00% 17,200 -39,620 -69.73% 0.00% 2017-06-30 $27 ~$21 +27.81%
11 MICROSOFT CORP MSFT $493K 0.00% 1,750 +0 +0.00% 0.00% 2013-06-30 $282 ~$41 +585.14%
12 ILLINOIS TOOL WKS INC ITW $641K 0.00% 3,100 +0 +0.00% 0.00% 2013-06-30 $207 ~$69 +198.31%
13 JPMORGAN CHASE & CO JPM $874K 0.00% 5,337 +0 +0.00% 0.00% 2013-06-30 $164 ~$54 +204.03%
14 SENSATA TECHNOLOGIES HLDG PL $1.0M 0.00% 18,450 +6,075 +49.09% 0.00% 2021-03-31 $55 ~$57 -4.67%
15 RATTLER MIDSTREAM LP RTLRUSD $1.2M 0.00% 105,588 +105,588 2021-09-30 $12 ~$12 +0.00%
16 LOCKHEED MARTIN CORP LMT $1.3M 0.00% 3,670 +3,670 2021-09-30 $345 ~$345 +0.00%
17 INTEL CORP INTC $1.5M 0.00% 28,400 -18,950 -40.02% 0.00% 2013-06-30 $53 ~$24 +119.45%
18 MGM RESORTS INTERNATIONAL MGM $1.8M 0.00% 42,600 +0 +0.00% 0.00% 2016-03-31 $43 ~$26 +67.16%
19 BAXTER INTL INC BAX $2.1M 0.00% 26,277 +698 +2.73% 0.00% 2013-06-30 $80 ~$46 +74.13%
20 KAR AUCTION SVCS INC OPLN $2.4M 0.00% 143,785 +143,785 2021-09-30 $16 ~$16 +0.00%
21 WILLIS TOWERS WATSON PLC LTD $2.4M 0.00% 10,245 +6,956 +211.49% 0.00% 2016-03-31 $233 ~$199 +17.00%
22 WABTEC WAB $2.8M 0.00% 33,020 -22,688 -40.73% 0.01% 2019-03-31 $86 ~$73 +18.21%
23 WEX INC WEX $3.0M 0.00% 17,176 -325 -1.86% 0.01% 2020-06-30 $176 ~$167 +5.49%
24 AON PLC $4.2M 0.01% 14,584 -924 -5.96% 0.01% 2020-06-30 $286 ~$202 +41.65%
25 PINTEREST INC PINS $4.9M 0.01% 96,447 -4,872 -4.81% 0.01% 2019-12-31 $51 ~$18 +189.35%
26 CATERPILLAR INC CAT $5.7M 0.01% 29,740 -55,388 -65.06% 0.03% 2013-12-31 $192 ~$104 +84.45%
27 LIBERTY BROADBAND CORP LBRDA $6.9M 0.01% 40,728 +210 +0.52% 0.01% 2018-03-31 $168 ~$130 +29.10%
28 DOVER CORP DOV $7.8M 0.01% 50,158 -23,845 -32.22% 0.02% 2013-06-30 $156 ~$54 +189.26%
29 UNITEDHEALTH GROUP INC UNH $8.2M 0.01% 21,063 -3,105 -12.85% 0.02% 2013-06-30 $391 ~$66 +493.17%
30 LIBERTY GLOBAL PLC $9.0M 0.01% 304,454 -4,770,585 -94.00% 0.22% 2017-09-30 $29 ~$29 +2.05%