13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2020-12-31 $51.71B
Positions 133
Showing 7 of 7 rows (filtered from 139)

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 CNH INDL N V $2.53B 4.89% 200,377,287 +200,377,287 2020-12-31 $13 ~$13 +0.00%
2 FISERV INC FISV $137.5M 0.27% 1,207,864 +1,207,864 2020-12-31 $114 ~$114 +0.00%
3 RESTAURANT BRANDS INTL INC QSR $131.4M 0.25% 2,150,975 +2,150,975 2020-12-31 $61 ~$61 +0.00%
4 KKR & CO INC KKR $122.2M 0.24% 3,016,912 +3,016,912 2020-12-31 $40 ~$40 +0.00%
5 ARMSTRONG WORLD INDS INC AWI $651K 0.00% 8,750 +8,750 2020-12-31 $74 ~$74 +0.00%
6 TELADOC HEALTH INC TDOC $469K 0.00% 2,344 +2,344 2020-12-31 $200 ~$200 +0.00%
7 AMERICAN INTL GROUP INC $0 0.00% 58 +58 2020-12-31