13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2017-12-31 $61.07B
Positions 130
Showing 18 of 18 rows (filtered from 142)

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 JOHNSON CTLS INTL PLC $269.1M 0.44% 7,060,238 +7,060,238 2017-12-31 $38 ~$38 +0.00%
2 APTIV PLC $190.5M 0.31% 2,245,520 +2,245,520 2017-12-31 $85 ~$85 +0.00%
3 AMERICAN AIRLS GROUP INC AAL $105.3M 0.17% 2,023,077 +2,023,077 2017-12-31 $52 ~$52 +0.00%
4 IQVIA HLDGS INC IQV $102.1M 0.17% 1,043,397 +1,043,397 2017-12-31 $98 ~$98 +0.00%
5 BLACK KNIGHT INC BKIEUR $79.2M 0.13% 1,792,869 +1,792,869 2017-12-31 $44 ~$44 +0.00%
6 LIVANOVA PLC $49.9M 0.08% 624,032 +624,032 2017-12-31 $80 ~$80 +0.00%
7 DELPHI TECHNOLOGIES PLC $39.3M 0.06% 748,503 +748,503 2017-12-31 $52 ~$52 +0.00%
8 MANITOWOC CO INC MTW $16.8M 0.03% 428,116 +428,116 2017-12-31 $39 ~$39 +0.00%
9 DXC TECHNOLOGY CO DXC $15.1M 0.02% 158,753 +158,753 2017-12-31 $95 ~$95 +0.00%
10 CORELOGIC INC CLGX $6.2M 0.01% 134,292 +134,292 2017-12-31 $46 ~$46 +0.00%
11 BIOVERATIV INC $2.9M 0.00% 53,255 +53,255 2017-12-31 $54 ~$54 +0.00%
12 QORVO INC QRVO $2.6M 0.00% 39,440 +39,440 2017-12-31 $67 ~$67 +0.00%
13 ELLIE MAE INC $1.1M 0.00% 12,485 +12,485 2017-12-31 $89 ~$89 +0.00%
14 BRUNSWICK CORP BC $797K 0.00% 14,425 +14,425 2017-12-31 $55 ~$55 +0.00%
15 HOME DEPOT INC HD $597K 0.00% 3,150 +3,150 2013-06-30 $190 ~$110 +72.37%
16 JOHNSON & JOHNSON JNJ $307K 0.00% 2,200 +2,200 2013-06-30 $140 ~$86 +61.58%
17 PROCTER AND GAMBLE CO PG $231K 0.00% 2,515 +2,515 2013-06-30 $92 ~$77 +19.46%
18 U S SILICA HLDGS INC SLCAUSD $221K 0.00% 6,800 +6,800 2017-12-31 $32 ~$32 +0.00%