13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2023-12-31 $58.03B
Positions 143
Showing 30 of 148 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 KEURIG DR PEPPER INC $0 0 -9,140 -100.00% 0.00%
2 LIBERTY GLOBAL PLC $0 0 -20,426,739 -100.00% 0.68%
3 NOV INC $0 0 -838,300 -100.00% 0.03%
4 PULTE GROUP INC $0 0 -1,954,842 -100.00% 0.28%
5 VIPSHOP HLDGS LTD $0 0 -5,749,901 -100.00% 0.18%
6 ISHARES TR EFA $50K 0.00% 669 +669 2023-12-31 $75 ~$75 +0.00%
7 VANGUARD INTL EQUITY INDEX F VWO $197K 0.00% 4,788 +4,788 2023-12-31 $41 ~$41 +0.00%
8 VANGUARD INDEX FDS VB $250K 0.00% 1,174 +1,174 2023-12-31 $213 ~$213 +0.00%
9 VANGUARD INDEX FDS VO $251K 0.00% 1,079 +1,079 2023-12-31 $233 ~$233 +0.00%
10 ISHARES TR IBDP $254K 0.00% 10,208 +10,208 2023-12-31 $25 ~$25 +0.00%
11 VANGUARD INTL EQUITY INDEX F VPL $259K 0.00% 3,589 +3,589 2023-12-31 $72 ~$72 +0.00%
12 VANGUARD INTL EQUITY INDEX F VGK $266K 0.00% 4,128 +4,128 2023-12-31 $64 ~$64 +0.00%
13 TENET HEALTHCARE CORP THC $295K 0.00% 3,900 +0 +0.00% 0.00% 2013-06-30 $76 ~$40 +89.60%
14 CAPRI HOLDINGS LIMITED $327K 0.00% 6,500 -5,500 -45.83% 0.00% 2023-06-30 $50 ~$36 +39.98%
15 VANGUARD INDEX FDS VUG $332K 0.00% 1,068 +1,068 2023-12-31 $311 ~$311 +0.00%
16 REYNOLDS CONSUMER PRODS INC REYN $349K 0.00% 13,000 -1,850 -12.46% 0.00% 2021-06-30 $27 ~$29 -8.11%
17 ISHARES TR IBDS $379K 0.00% 15,825 +15,825 2023-12-31 $24 ~$24 +0.00%
18 HOWMET AEROSPACE INC HWM $406K 0.00% 7,500 +0 +0.00% 0.00% 2020-03-31 $54 ~$17 +215.83%
19 ABBVIE INC ABBV $434K 0.00% 2,800 -455 -13.98% 0.00% 2013-06-30 $155 ~$74 +110.04%
20 VANGUARD INDEX FDS VTV $440K 0.00% 2,945 +2,945 2023-12-31 $150 ~$150 +0.00%
21 ISHARES TR IBDQ $498K 0.00% 20,114 +20,114 2023-12-31 $25 ~$25 +0.00%
22 T-MOBILE US INC TMUS $513K 0.00% 3,200 -4,340 -57.56% 0.00% 2020-06-30 $160 ~$115 +39.10%
23 CATERPILLAR INC CAT $532K 0.00% 1,800 +0 +0.00% 0.00% 2013-12-31 $296 ~$104 +184.10%
24 BERKSHIRE HATHAWAY INC DEL BRK/A $543K 0.00% 1 +0 +0.00% 0.00% 2013-06-30 $542,625 ~$168,593 +221.86%
25 CHAMPIONX CORPORATION APY1EUR $605K 0.00% 20,700 +0 +0.00% 0.00% 2020-06-30 $29 ~$13 +126.77%
26 PHILIP MORRIS INTL INC PM $639K 0.00% 6,797 -1,325 -16.31% 0.00% 2013-06-30 $94 ~$89 +6.03%
27 UNITEDHEALTH GROUP INC UNH $700K 0.00% 1,330 -250 -15.82% 0.00% 2013-06-30 $526 ~$66 +699.23%
28 FIFTH THIRD BANCORP FITB $744K 0.00% 21,565 -830 -3.71% 0.00% 2023-06-30 $34 ~$26 +31.59%
29 ISHARES TR IBDR $757K 0.00% 31,655 +31,655 2023-12-31 $24 ~$24 +0.00%
30 MICROSOFT CORP MSFT $792K 0.00% 2,105 +280 +15.34% 0.00% 2013-06-30 $376 ~$144 +161.98%