13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2021-03-31 $58.52B
Positions 137
Showing 16 of 16 rows (filtered from 149)

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 APA CORPORATION APA $371.8M 0.64% 20,771,054 +20,771,054 2021-03-31 $18 ~$18 +0.00%
2 NOV INC NOV $207.1M 0.35% 15,092,965 +15,092,965 2021-03-31 $14 ~$14 +0.00%
3 ALTRIA GROUP INC MO $156.7M 0.27% 3,062,215 +3,062,215 2013-06-30 $51 ~$51 +1.23%
4 CONOCOPHILLIPS COP $116.9M 0.20% 2,207,317 +2,207,317 2013-06-30 $53 ~$58 -8.09%
5 SALESFORCE COM INC CRM $114.8M 0.20% 541,779 +541,779 2019-09-30 $212 ~$231 -8.45%
6 CIT GROUP INC CITUSD $71.1M 0.12% 1,379,966 +1,379,966 2016-03-31 $52 ~$47 +9.63%
7 FIRST CTZNS BANCSHARES INC N FCNCA $48.2M 0.08% 57,665 +57,665 2021-03-31 $836 ~$836 +0.00%
8 HUNTINGTON INGALLS INDS INC HII $12.0M 0.02% 58,405 +58,405 2021-03-31 $206 ~$206 +0.00%
9 GOHEALTH INC $1.8M 0.00% 157,071 +157,071 2021-03-31 $12 ~$12 +0.00%
10 ALLISON TRANSMISSION HLDGS I ALSN $1.2M 0.00% 28,250 +28,250 2021-03-31 $41 ~$41 +0.00%
11 WILLIS TOWERS WATSON PLC LTD $753K 0.00% 3,289 +3,289 2016-03-31 $229 ~$130 +76.44%
12 SENSATA TECHNOLOGIES HLDG PL $736K 0.00% 12,700 +12,700 2021-03-31 $58 ~$58 +0.00%
13 STELLANTIS N.V $731K 0.00% 41,100 +41,100 2021-03-31 $18 ~$18 +0.00%
14 BOEING CO BA $272K 0.00% 1,066 +1,066 2013-06-30 $255 ~$102 +149.08%
15 CARMAX INC KMX $249K 0.00% 1,875 +1,875 2013-06-30 $133 ~$50 +167.13%
16 RALPH LAUREN CORP RL $222K 0.00% 1,800 +1,800 2014-03-31 $123 ~$161 -23.42%