13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2023-03-31 $51.51B
Positions 149
Showing 30 of 158 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 ETSY INC $0 0 -1,104,600 -100.00% 0.27%
2 GENERAL ELECTRIC CO $0 0 -2,900 -100.00% 0.00%
3 GRUPO TELEVISA S A B $0 0 -19,854,465 -100.00% 0.18%
4 INTEL CORP $0 0 -25,000 -100.00% 0.00%
5 INVESCO QQQ TR $0 0 -80,098 -100.00% 0.04%
6 KONINKLIJKE PHILIPS N V $0 0 -12,425,736 -100.00% 0.38%
7 MGM RESORTS INTERNATIONAL $0 0 -7,375 -100.00% 0.00%
8 TJX COS INC NEW $0 0 -3,562 -100.00% 0.00%
9 TRINITY INDS INC $0 0 -16,100 -100.00% 0.00%
10 SELECT SECTOR SPDR TR XLV $8K 0.00% 60 +60 2023-03-31 $129 ~$129 +0.00%
11 TEMPLETON EMERGING MKTS INCO TEI $63K 0.00% 12,500 +12,500 2023-03-31 $5 ~$5 +0.00%
12 SELECT SECTOR SPDR TR XLK $130K 0.00% 862 +862 2023-03-31 $151 ~$151 +0.00%
13 SELECT SECTOR SPDR TR XLU $152K 0.00% 2,250 +2,250 2023-03-31 $68 ~$68 +0.00%
14 NUVEEN MUN VALUE FD INC NUV $160K 0.00% 18,150 +18,150 2023-03-31 $9 ~$9 +0.00%
15 PROCTER AND GAMBLE CO PG $223K 0.00% 1,500 +1,500 2013-06-30 $149 ~$77 +93.40%
16 DIAMONDBACK ENERGY INC FANG $226K 0.00% 1,672 -2,736 -62.07% 0.00% 2019-06-30 $135 ~$53 +154.79%
17 CHEVRON CORP NEW CVX $383K 0.00% 2,350 +1,000 +74.07% 0.00% 2013-06-30 $163 ~$143 +14.33%
18 HUNTINGTON INGALLS INDS INC HII $391K 0.00% 1,889 -896 -32.17% 0.00% 2021-03-31 $207 ~$200 +3.70%
19 SPDR DOW JONES INDL AVERAGE DIA $416K 0.00% 1,250 +1,250 2023-03-31 $333 ~$333 +0.00%
20 SPDR S&P 500 ETF TR SPY $436K 0.00% 1,066 -117,488 -99.10% 0.09% 2021-12-31 $409 ~$370 +10.53%
21 BERKSHIRE HATHAWAY INC DEL BRK/A $466K 0.00% 1 +1 2013-06-30 $465,600 ~$168,593 +176.17%
22 INTERNATIONAL BUSINESS MACHS IBM $498K 0.00% 3,800 +3,800 2013-06-30 $131 ~$164 -20.20%
23 ARAMARK ARMK $563K 0.00% 15,724 -487,979 -96.88% 0.04% 2020-09-30 $36 ~$30 +17.64%
24 ILLINOIS TOOL WKS INC ITW $602K 0.00% 2,472 -273 -9.95% 0.00% 2013-06-30 $243 ~$92 +165.38%
25 AON PLC $602K 0.00% 1,910 +0 +0.00% 0.00% 2020-06-30 $315 ~$202 +56.27%
26 BAXTER INTL INC BAX $614K 0.00% 15,150 +6,400 +73.14% 0.00% 2013-06-30 $41 ~$46 -11.83%
27 MICROSOFT CORP MSFT $740K 0.00% 2,566 +750 +41.30% 0.00% 2013-06-30 $288 ~$112 +156.29%
28 PHILIP MORRIS INTL INC PM $842K 0.00% 8,655 -968 -10.06% 0.00% 2013-06-30 $97 ~$89 +9.60%
29 JPMORGAN CHASE & CO JPM $844K 0.00% 6,475 +1,300 +25.12% 0.00% 2013-06-30 $130 ~$70 +87.25%
30 HUMANA INC HUM $925K 0.00% 1,906 -43,902 -95.84% 0.05% 2019-09-30 $485 ~$387 +25.48%