13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2014-12-31 $64.42B
Positions 183
Showing 11 of 11 rows (filtered from 187)

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 CHESAPEAKE ENERGY CORP CHKEUR $562.8M 0.87% 28,760,450 +28,760,450 2014-12-31 $20 ~$20 +0.00%
2 FLOWSERVE CORP FLS $43.7M 0.07% 731,100 +731,100 2013-06-30 $60 ~$54 +10.78%
3 SOUTHERN COPPER CORP SCCO $13.8M 0.02% 489,647 +489,647 2014-12-31 $28 ~$28 +0.00%
4 LIBERTY INTERACTIVE CORP $10.7M 0.02% 284,008 +284,008 2014-12-31 $38 ~$38 +0.00%
5 WALGREENS BOOTS ALLIANCE INC WBA $2.3M 0.00% 30,350 +30,350 2014-12-31 $76 ~$76 +0.00%
6 AGCO CORP AGCO $1.1M 0.00% 24,200 +24,200 2014-12-31 $45 ~$45 +0.00%
7 GENERAC HLDGS INC GNRC $411K 0.00% 8,800 +8,800 2014-12-31 $47 ~$47 +0.00%
8 CDK GLOBAL INC CDK $387K 0.00% 9,491 +9,491 2014-12-31 $41 ~$41 +0.00%
9 CISCO SYS INC CSCO $278K 0.00% 10,000 +10,000 2014-12-31 $28 ~$28 +0.00%
10 KINDER MORGAN INC DEL KMI $224K 0.00% 5,300 +5,300 2014-12-31 $42 ~$42 +0.00%
11 ENTERPRISE PRODS PARTNERS L EPD $200K 0.00% 5,544 +5,544 2014-12-31 $36 ~$36 +0.00%