13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2018-03-31 $59.90B
Positions 129
Showing 13 of 13 rows (filtered from 143)

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 BOOKING HLDGS INC BKNG $620.5M 1.04% 298,254 +298,254 2018-03-31 $2,080 ~$2,080 +0.00%
2 REGENERON PHARMACEUTICALS REGN $585.4M 0.98% 1,700,033 +1,700,033 2018-03-31 $344 ~$344 +0.00%
3 FACEBOOK INC META $215.7M 0.36% 1,350,095 +1,350,095 2017-06-30 $160 ~$155 +2.85%
4 FLEX LTD $199.9M 0.33% 12,242,945 +12,242,945 2018-03-31 $16 ~$16 +0.00%
5 RYANAIR HLDGS PLC RYAAY $125.8M 0.21% 1,023,894 +1,023,894 2018-03-31 $123 ~$123 +0.00%
6 ADT INC ADT $114.9M 0.19% 14,491,835 +14,491,835 2018-03-31 $8 ~$8 +0.00%
7 CENOVUS ENERGY INC CVE $83.0M 0.14% 9,755,372 +9,755,372 2013-06-30 $9 ~$13 -33.42%
8 CARLISLE COS INC CSL $34.9M 0.06% 334,511 +334,511 2018-03-31 $104 ~$104 +0.00%
9 HILTON WORLDWIDE HLDGS INC HLT $23.2M 0.04% 295,087 +295,087 2018-03-31 $79 ~$79 +0.00%
10 ZIMMER BIOMET HLDGS INC ZBH $18.5M 0.03% 169,710 +169,710 2018-03-31 $109 ~$109 +0.00%
11 CHESAPEAKE ENERGY CORP EXE 5.5 09/15/26 $12.9M 0.02% 15,000,000 +15,000,000 2018-03-31 $1 ~$1 +0.00%
12 LIBERTY BROADBAND CORP LBRDA $8.1M 0.01% 95,900 +95,900 2018-03-31 $85 ~$85 +0.00%
13 RANGE RES CORP RRC $291K 0.00% 20,000 +20,000 2013-06-30 $15 ~$54 -72.87%