13F Notebook
← Dashboard
Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2017-09-30 $59.29B
Positions 124
Showing 10 of 10 rows (filtered from 130)

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 LIBERTY GLOBAL PLC $790.1M 1.33% 24,160,579 +24,160,579 2017-09-30 $33 ~$33 +0.00%
2 LIBERTY GLOBAL PLC $384.3M 0.65% 11,334,333 +11,334,333 2013-06-30 $34 ~$61 -44.77%
3 NETFLIX INC NFLX $292.9M 0.49% 1,614,946 +1,614,946 2017-09-30 $181 ~$181 +0.00%
4 BAKER HUGHES A GE CO BKR $180.4M 0.30% 4,926,750 +4,926,750 2017-09-30 $37 ~$37 +0.00%
5 CRITEO S A CRTO $84.7M 0.14% 2,040,600 +2,040,600 2017-09-30 $42 ~$42 +0.00%
6 BRISTOL MYERS SQUIBB CO BMY $25.0M 0.04% 391,881 +391,881 2013-06-30 $64 ~$63 +0.50%
7 WPP PLC NEW WPP $16.5M 0.03% 177,400 +177,400 2017-09-30 $93 ~$93 +0.00%
8 CONTROLADORA VUELA CIA DE AV VLRS $9.5M 0.02% 796,811 +796,811 2017-09-30 $12 ~$12 +0.00%
9 PDC ENERGY INC PDCEUSD $6.0M 0.01% 122,475 +122,475 2017-09-30 $49 ~$49 +0.00%
10 SOUTHWEST AIRLS CO LUV $1.5M 0.00% 25,961 +25,961 2017-09-30 $56 ~$56 +0.00%