13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2024-09-30 $76.62B
Positions 146
Showing 30 of 152 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 ABBVIE INC $0 0 -1,493 -100.00% 0.00%
2 BLACKROCK INC $0 0 -726,912 -100.00% 0.97%
3 CISCO SYS INC $0 0 -10,447,953 -100.00% 0.84%
4 FIFTH THIRD BANCORP $0 0 -21,565 -100.00% 0.00%
5 PHINIA INC $0 0 -22,896 -100.00% 0.00%
6 TE CONNECTIVITY LTD $0 0 -4,000,464 -100.00% 1.02%
7 SEAPORT ENTMT GROUP INC $703 0.00% 229 +229 2024-09-30 $3 ~$3 +0.00%
8 ISHARES TR EEM $2K 0.00% 51 +51 2024-09-30 $46 ~$46 +0.00%
9 ISHARES TR ACWX $5K 0.00% 94 +94 2024-09-30 $57 ~$57 +0.00%
10 ISHARES TR ESGD $9K 0.00% 108 +108 2024-09-30 $84 ~$84 +0.00%
11 ISHARES TR DSI $13K 0.00% 118 +118 2024-09-30 $109 ~$109 +0.00%
12 VANGUARD INDEX FDS VTI $14K 0.00% 50 +50 2024-09-30 $283 ~$283 +0.00%
13 ISHARES TR IGF $17K 0.00% 312 +312 2024-09-30 $54 ~$54 +0.00%
14 ISHARES TR EFA $81K 0.00% 972 +972 2023-12-31 $84 ~$77 +9.12%
15 ISHARES TR IJR $135K 0.00% 1,151 +1,151 2024-09-30 $117 ~$117 +0.00%
16 LLOYDS BANKING GROUP PLC LYG $143K 0.00% 45,690 -4,800 -9.51% 0.00% 2024-03-31 $3 ~$3 +20.24%
17 DIAMONDBACK ENERGY INC FANG $210K 0.00% 1,220 +0 +0.00% 0.00% 2019-06-30 $172 ~$53 +224.97%
18 GENERAL DYNAMICS CORP GD $221K 0.00% 730 +5 +0.69% 0.00% 2013-06-30 $302 ~$157 +92.45%
19 GARTNER INC IT $236K 0.00% 465 -1,246 -72.82% 0.00% 2018-06-30 $507 ~$135 +276.38%
20 UNITEDHEALTH GROUP INC UNH $284K 0.00% 486 +66 +15.71% 0.00% 2013-06-30 $585 ~$131 +345.62%
21 CHEVRON CORP NEW CVX $285K 0.00% 1,938 +52 +2.76% 0.00% 2013-06-30 $147 ~$156 -5.73%
22 ISHARES TR ACWI $409K 0.00% 3,425 +3,425 2024-09-30 $120 ~$120 +0.00%
23 NVIDIA CORPORATION NVDA $486K 0.00% 4,005 +4,005 2024-09-30 $121 ~$121 +0.00%
24 VANGUARD INDEX FDS VTV $570K 0.00% 3,263 +805 +32.75% 0.00% 2023-12-31 $175 ~$154 +13.40%
25 S&P GLOBAL INC SPGI $570K 0.00% 1,104 +84 +8.24% 0.00% 2019-03-31 $517 ~$235 +120.01%
26 PHILIP MORRIS INTL INC PM $573K 0.00% 4,722 +12 +0.25% 0.00% 2013-06-30 $121 ~$89 +36.73%
27 FLOWSERVE CORP FLS $579K 0.00% 11,200 +0 +0.00% 0.00% 2013-06-30 $52 ~$33 +58.52%
28 AUTOMATIC DATA PROCESSING IN ADP $638K 0.00% 2,305 -300 -11.52% 0.00% 2013-06-30 $277 ~$146 +89.03%
29 PARKER-HANNIFIN CORP PH $647K 0.00% 1,024 -946 -48.02% 0.00% 2013-06-30 $632 ~$253 +149.51%
30 TENET HEALTHCARE CORP THC $648K 0.00% 3,900 +0 +0.00% 0.00% 2013-06-30 $166 ~$40 +316.98%