13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2022-12-31 $49.11B
Positions 143
Showing 30 of 147 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 HALLIBURTON CO $0 0 -33,593 -100.00% 0.00%
2 MICRON TECHNOLOGY INC $0 0 -4,576 -100.00% 0.00%
3 PELOTON INTERACTIVE INC $0 0 -20,100,000,000 -100.00% 22.57%
4 SAP SE $0 0 -2,480 -100.00% 0.00%
5 CHEVRON CORP NEW CVX $242K 0.00% 1,350 +1,350 2013-06-30 $179 ~$122 +47.70%
6 GENERAL ELECTRIC CO GE $243K 0.00% 2,900 -1,422,597 -99.80% 0.15% 2021-09-30 $84 ~$99 -15.18%
7 MGM RESORTS INTERNATIONAL MGM $247K 0.00% 7,375 +0 +0.00% 0.00% 2016-03-31 $34 ~$26 +29.90%
8 TJX COS INC NEW TJX $284K 0.00% 3,562 +3,562 2022-12-31 $80 ~$80 +0.00%
9 MICROSOFT CORP MSFT $436K 0.00% 1,816 +0 +0.00% 0.00% 2013-06-30 $240 ~$50 +380.66%
10 BAXTER INTL INC BAX $446K 0.00% 8,750 -302 -3.34% 0.00% 2013-06-30 $51 ~$46 +10.37%
11 TRINITY INDS INC TRN $476K 0.00% 16,100 +0 +0.00% 0.00% 2017-06-30 $30 ~$21 +39.20%
12 AON PLC $573K 0.00% 1,910 -2,280 -54.42% 0.00% 2020-06-30 $300 ~$202 +48.76%
13 DIAMONDBACK ENERGY INC FANG $603K 0.00% 4,408 -923,648 -99.53% 0.19% 2019-06-30 $137 ~$53 +157.83%
14 ILLINOIS TOOL WKS INC ITW $605K 0.00% 2,745 +0 +0.00% 0.00% 2013-06-30 $220 ~$92 +140.15%
15 HUNTINGTON INGALLS INDS INC HII $642K 0.00% 2,785 -100,217 -97.30% 0.04% 2021-03-31 $231 ~$200 +15.55%
16 INTEL CORP INTC $661K 0.00% 25,000 +0 +0.00% 0.00% 2013-06-30 $26 ~$24 +8.87%
17 JPMORGAN CHASE & CO JPM $694K 0.00% 5,175 +0 +0.00% 0.00% 2013-06-30 $134 ~$54 +148.96%
18 LIBERTY BROADBAND CORP LBRDA $807K 0.00% 10,639 -10,440 -49.53% 0.00% 2018-03-31 $76 ~$135 -43.83%
19 PHILIP MORRIS INTL INC PM $974K 0.00% 9,623 -727,236 -98.69% 0.10% 2013-06-30 $101 ~$89 +14.06%
20 UNITEDHEALTH GROUP INC UNH $1.4M 0.00% 2,606 -4,123 -61.27% 0.01% 2013-06-30 $530 ~$66 +704.87%
21 CATERPILLAR INC CAT $1.5M 0.00% 6,231 -544 -8.03% 0.00% 2013-12-31 $240 ~$104 +130.19%
22 S&P GLOBAL INC SPGI $2.3M 0.00% 6,792 +67 +1.00% 0.00% 2019-03-31 $335 ~$215 +56.13%
23 NASDAQ INC NDAQ $2.4M 0.00% 39,291 -8,700 -18.13% 0.00% 2019-06-30 $61 ~$36 +71.37%
24 TIMKEN CO TKR $3.1M 0.01% 43,815 -1,640 -3.61% 0.00% 2021-12-31 $71 ~$62 +13.35%
25 HERC HLDGS INC HRI $3.6M 0.01% 27,691 -6,720 -19.53% 0.01% 2016-06-30 $132 ~$61 +117.30%
26 DIAGEO PLC DEO $4.6M 0.01% 25,798 -1,500 -5.49% 0.01% 2013-06-30 $178 ~$119 +50.09%
27 DOVER CORP DOV $4.7M 0.01% 34,635 -1,758 -4.83% 0.01% 2013-06-30 $135 ~$54 +151.88%
28 EURONET WORLDWIDE INC EEFT $5.0M 0.01% 52,523 -25,268 -32.48% 0.01% 2020-06-30 $94 ~$102 -7.26%
29 QORVO INC QRVO $7.8M 0.02% 86,004 -868 -1.00% 0.01% 2017-12-31 $91 ~$68 +32.39%
30 AUTOMATIC DATA PROCESSING IN ADP $9.1M 0.02% 38,107 -16,469 -30.18% 0.02% 2013-06-30 $239 ~$123 +94.87%