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 30 of 75 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 CITIGROUP INC C $3.03B 4.95% 40,663,653 -850,760 -2.05% 5.09% 2014-03-31 $74 ~$51 +45.70%
2 ALPHABET INC GOOG $2.69B 4.40% 2,567,092 -24,440 -0.94% 4.19% 2015-12-31 $1,046 ~$771 +35.67%
3 BANK AMER CORP BAC $2.57B 4.21% 87,076,255 -5,600,299 -6.04% 3.96% 2013-06-30 $30 ~$14 +111.13%
4 GENERAL MTRS CO GM $2.47B 4.04% 60,229,367 -1,291,828 -2.10% 4.19% 2013-06-30 $41 ~$34 +20.69%
5 TE CONNECTIVITY LTD $2.43B 3.97% 25,536,233 -881,808 -3.34% 3.70% 2013-06-30 $95 ~$47 +101.77%
6 ORACLE CORP ORCL $2.14B 3.50% 45,224,901 -206,264 -0.45% 3.70% 2013-06-30 $47 ~$34 +37.40%
7 MASTERCARD INCORPORATED MA $1.81B 2.96% 11,952,622 -1,204,265 -9.15% 3.13% 2013-06-30 $151 ~$61 +147.67%
8 GENERAL ELECTRIC CO $1.32B 2.16% 75,625,367 -12,327,908 -14.02% 3.59% 2013-06-30 $17 ~$26 -33.90%
9 ALLY FINL INC ALLY $1.18B 1.93% 40,508,483 -63,018 -0.16% 1.66% 2015-12-31 $29 ~$19 +52.86%
10 BAIDU INC BIDU $1.02B 1.67% 4,353,749 -1,771,701 -28.92% 2.56% 2015-09-30 $234 ~$160 +46.29%
11 FIAT CHRYSLER AUTOMOBILES N $994.5M 1.63% 55,748,141 -999,481 -1.76% 1.71% 2015-06-30 $18 ~$11 +57.68%
12 DIAGEO P L C DEO $936.1M 1.53% 6,410,325 -22,863 -0.36% 1.43% 2013-06-30 $146 ~$119 +23.00%
13 CATERPILLAR INC DEL CAT $791.8M 1.30% 5,024,562 -334,785 -6.25% 1.13% 2013-12-31 $158 ~$82 +93.29%
14 CAPITAL ONE FINL CORP COF $786.1M 1.29% 7,894,306 -201,130 -2.48% 1.16% 2013-06-30 $100 ~$66 +51.49%
15 UNITEDHEALTH GROUP INC UNH $785.9M 1.29% 3,564,601 -334,364 -8.58% 1.29% 2013-06-30 $220 ~$66 +234.68%
16 INTEL CORP INTC $698.7M 1.14% 15,136,920 -138,400 -0.91% 0.98% 2013-06-30 $46 ~$24 +90.14%
17 VISA INC V $695.3M 1.14% 6,098,477 -70,380 -1.14% 1.09% 2013-06-30 $114 ~$50 +127.32%
18 CBRE GROUP INC CBRE $656.1M 1.07% 15,148,128 -287,694 -1.86% 0.99% 2014-03-31 $43 ~$28 +54.84%
19 LIBERTY INTERACTIVE CORP $626.4M 1.03% 25,651,705 -38,199 -0.15% 1.02% 2013-06-30 $24 ~$24 +1.41%
20 APPLE INC AAPL $623.6M 1.02% 3,684,788 -17,865 -0.48% 0.96% 2013-06-30 $169 ~$83 +104.54%
21 STATE STR CORP STT $622.1M 1.02% 6,373,625 -6,879 -0.11% 1.03% 2013-06-30 $98 ~$66 +48.58%
22 BAXTER INTL INC BAX $579.9M 0.95% 8,970,827 -1,258,941 -12.31% 1.08% 2013-06-30 $65 ~$44 +46.59%
23 TEXAS INSTRS INC TXN $576.6M 0.94% 5,520,492 -1,090,183 -16.49% 1.00% 2013-06-30 $104 ~$36 +186.40%
24 BANK NEW YORK MELLON CORP BK $522.6M 0.86% 9,703,709 -4,790 -0.05% 0.87% 2013-06-30 $54 ~$31 +71.20%
25 AON PLC $515.6M 0.84% 3,847,763 -25,676 -0.66% 0.95% 2013-06-30 $134 ~$79 +68.88%
26 PARKER HANNIFIN CORP PH $496.5M 0.81% 2,487,520 -550 -0.02% 0.73% 2013-06-30 $200 ~$97 +106.23%
27 DOVER CORP DOV $473.2M 0.77% 4,685,399 -227,025 -4.62% 0.76% 2013-06-30 $101 ~$67 +51.74%
28 FEDEX CORP FDX $438.9M 0.72% 1,758,984 -66,971 -3.67% 0.69% 2013-06-30 $250 ~$101 +146.09%
29 AFLAC INC AFL $432.3M 0.71% 4,925,243 -470,209 -8.71% 0.74% 2013-06-30 $88 ~$60 +47.04%
30 UNILEVER PLC $427.7M 0.70% 7,729,289 -8,161 -0.11% 0.76% 2013-06-30 $55 ~$43 +29.67%