13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2020-06-30 $41.11B
Positions 132
Showing 11 of 11 rows (filtered from 140)

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 GENERAL DYNAMICS CORP GD $135.4M 0.33% 905,869 +905,869 2013-06-30 $149 ~$141 +6.21%
2 T-MOBILE US INC TMUS $115.3M 0.28% 1,106,894 +1,106,894 2020-06-30 $104 ~$104 +0.00%
3 ARCONIC CORPORATION ARNC1USD $62.0M 0.15% 4,447,682 +4,447,682 2020-06-30 $14 ~$14 +0.00%
4 CHAMPIONX CORPORATION APY1EUR $29.2M 0.07% 2,996,054 +2,996,054 2020-06-30 $10 ~$10 +0.00%
5 DISNEY WALT CO DIS $22.5M 0.05% 201,404 +201,404 2013-06-30 $112 ~$110 +1.01%
6 AON PLC $16.0M 0.04% 82,969 +82,969 2020-06-30 $193 ~$193 +0.00%
7 FLOWSERVE CORP FLS $12.1M 0.03% 424,125 +424,125 2013-06-30 $29 ~$52 -45.40%
8 SEALED AIR CORP NEW SDA $4.7M 0.01% 144,038 +144,038 2020-06-30 $33 ~$33 +0.00%
9 EURONET WORLDWIDE INC EEFT $1.2M 0.00% 12,150 +12,150 2020-06-30 $96 ~$96 +0.00%
10 WEX INC WEX $891K 0.00% 5,400 +5,400 2020-06-30 $165 ~$165 +0.00%
11 PERRIGO CO PLC $442K 0.00% 8,000 +8,000 2020-06-30 $55 ~$55 +0.00%