13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2014-03-31 $55.84B
Positions 176
Showing 12 of 12 rows (filtered from 199)

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 CITIGROUP INC C $445.7M 0.80% 9,362,711 +9,362,711 2014-03-31 $48 ~$48 +0.00%
2 CBRE GROUP INC CBRE $400.7M 0.72% 14,608,568 +14,608,568 2014-03-31 $27 ~$27 +0.00%
3 RALPH LAUREN CORP RL $300.5M 0.54% 1,867,064 +1,867,064 2014-03-31 $161 ~$161 +0.00%
4 SANOFI SNY $138.1M 0.25% 2,641,500 +2,641,500 2014-03-31 $52 ~$52 +0.00%
5 KNOWLES CORP KN $117.6M 0.21% 3,724,423 +3,724,423 2014-03-31 $32 ~$32 +0.00%
6 GENERAL MLS INC GIS $114.1M 0.20% 2,202,616 +2,202,616 2014-03-31 $52 ~$52 +0.00%
7 MONSANTO CO NEW $70.0M 0.13% 615,701 +615,701 2014-03-31 $114 ~$114 +0.00%
8 NEWS CORP NEW NWSA $2.6M 0.00% 153,600 +153,600 2014-03-31 $17 ~$17 +0.00%
9 FIDELITY NATIONAL FINANCIAL $2.0M 0.00% 64,375 +64,375 2014-03-31 $31 ~$31 +0.00%
10 DILLARDS INC DDS $1.1M 0.00% 11,825 +11,825 2014-03-31 $92 ~$92 +0.00%
11 REINSURANCE GROUP AMER INC RGA $1.0M 0.00% 13,100 +13,100 2014-03-31 $80 ~$80 +0.00%
12 LILLY ELI & CO LLY $218K 0.00% 3,700 +3,700 2014-03-31 $59 ~$59 +0.00%