13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2020-03-31 $36.11B
Positions 129
Showing 7 of 7 rows (filtered from 137)

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 HOWMET AEROSPACE INC HWM $304.7M 0.84% 18,971,832 +18,971,832 2020-03-31 $16 ~$16 +0.00%
2 AMERICAN EXPRESS CO AXP $175.8M 0.49% 2,053,106 +2,053,106 2015-06-30 $86 ~$74 +16.29%
3 ENVISTA HOLDINGS CORPORATION NVST $122.8M 0.34% 8,220,642 +8,220,642 2020-03-31 $15 ~$15 +0.00%
4 MATCH GROUP INC MTCHEUR $101.8M 0.28% 1,542,219 +1,542,219 2020-03-31 $66 ~$66 +0.00%
5 REINSURANCE GRP OF AMERICA I RGA $72.8M 0.20% 865,330 +865,330 2014-03-31 $84 ~$84 +0.50%
6 ALIBABA GROUP HLDG LTD BABA $39.3M 0.11% 202,125 +202,125 2020-03-31 $194 ~$194 +0.00%
7 HUBSPOT INC HUBS $588K 0.00% 4,412 +4,412 2020-03-31 $133 ~$133 +0.00%