13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2013-06-30 $47.65B
Positions 191
Showing 30 of 191 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 GENERAL MTRS CO GM $1.73B 3.63% 51,908,590 +51,908,590 2013-06-30 $33 ~$33 +0.00%
2 INTEL CORP INTC $1.63B 3.43% 67,381,692 +67,381,692 2013-06-30 $24 ~$24 +0.00%
3 ORACLE CORP ORCL $1.55B 3.24% 50,319,721 +50,319,721 2013-06-30 $31 ~$31 +0.00%
4 JPMORGAN CHASE & CO JPM $1.35B 2.83% 25,538,239 +25,538,239 2013-06-30 $53 ~$53 +0.00%
5 MASTERCARD INC MA $1.32B 2.77% 2,295,417 +2,295,417 2013-06-30 $574 ~$574 +0.00%
6 FEDEX CORP FDX $1.31B 2.75% 13,306,653 +13,306,653 2013-06-30 $99 ~$99 +0.00%
7 WELLS FARGO & CO NEW WFC $1.23B 2.57% 29,720,979 +29,720,979 2013-06-30 $41 ~$41 +0.00%
8 TE CONNECTIVITY LTD $1.20B 2.52% 26,318,508 +26,318,508 2013-06-30 $46 ~$46 +0.00%
9 NATIONAL OILWELL VARCO INC NOVEUR $1.19B 2.50% 17,318,940 +17,318,940 2013-06-30 $69 ~$69 +0.00%
10 AMERICAN INTL GROUP INC AIG $1.18B 2.48% 26,475,244 +26,475,244 2013-06-30 $45 ~$45 +0.00%
11 ILLINOIS TOOL WKS INC ITW $1.16B 2.44% 16,799,680 +16,799,680 2013-06-30 $69 ~$69 +0.00%
12 APPLIED MATLS INC AMAT $1.07B 2.24% 71,573,062 +71,573,062 2013-06-30 $15 ~$15 +0.00%
13 BANK OF AMERICA CORPORATION BAC $988.9M 2.08% 76,899,616 +76,899,616 2013-06-30 $13 ~$13 +0.00%
14 DEVON ENERGY CORP NEW DVN $870.1M 1.83% 16,770,577 +16,770,577 2013-06-30 $52 ~$52 +0.00%
15 UNITEDHEALTH GROUP INC UNH $824.5M 1.73% 12,591,400 +12,591,400 2013-06-30 $65 ~$65 +0.00%
16 FRANKLIN RES INC BEN $714.4M 1.50% 5,251,901 +5,251,901 2013-06-30 $136 ~$136 +0.00%
17 DELPHI AUTOMOTIVE PLC $692.1M 1.45% 13,654,556 +13,654,556 2013-06-30 $51 ~$51 +0.00%
18 TEXAS INSTRS INC TXN $691.9M 1.45% 19,841,822 +19,841,822 2013-06-30 $35 ~$35 +0.00%
19 DOVER CORP DOV $664.0M 1.39% 8,550,527 +8,550,527 2013-06-30 $78 ~$78 +0.00%
20 MEDTRONIC INC $650.8M 1.37% 12,644,991 +12,644,991 2013-06-30 $51 ~$51 +0.00%
21 VISA INC V $649.6M 1.36% 3,554,587 +3,554,587 2013-06-30 $183 ~$183 +0.00%
22 CAPITAL ONE FINL CORP COF $611.6M 1.28% 9,736,898 +9,736,898 2013-06-30 $63 ~$63 +0.00%
23 CENOVUS ENERGY INC CVE $610.4M 1.28% 21,402,112 +21,402,112 2013-06-30 $29 ~$29 +0.00%
24 PARKER HANNIFIN CORP PH $587.7M 1.23% 6,160,405 +6,160,405 2013-06-30 $95 ~$95 +0.00%
25 GENERAL DYNAMICS CORP GD $587.0M 1.23% 7,493,786 +7,493,786 2013-06-30 $78 ~$78 +0.00%
26 WILLIS GROUP HOLDINGS PUBLIC $577.2M 1.21% 14,154,668 +14,154,668 2013-06-30 $41 ~$41 +0.00%
27 ROCKWELL AUTOMATION INC ROK $532.0M 1.12% 6,399,003 +6,399,003 2013-06-30 $83 ~$83 +0.00%
28 LABORATORY CORP AMER HLDGS $529.3M 1.11% 5,288,074 +5,288,074 2013-06-30 $100 ~$100 +0.00%
29 PHILIP MORRIS INTL INC PM $523.4M 1.10% 6,042,042 +6,042,042 2013-06-30 $87 ~$87 +0.00%
30 LIBERTY INTERACTIVE CORP $505.3M 1.06% 21,961,003 +21,961,003 2013-06-30 $23 ~$23 +0.00%