13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2021-09-30 $62.77B
Positions 137
Showing 9 of 9 rows (filtered from 145)

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 ELECTRIC CO GE $464.9M 0.74% 4,512,268 +4,512,268 2021-09-30 $103 ~$103 +0.00%
2 VIPSHOP HOLDINGS LIMITED VIPS $317.8M 0.51% 28,525,800 +28,525,800 2021-09-30 $11 ~$11 +0.00%
3 PACCAR INC PCAR $121.3M 0.19% 1,537,540 +1,537,540 2021-09-30 $79 ~$79 +0.00%
4 TRIP COM GROUP LTD TCOM $82.5M 0.13% 2,682,133 +2,682,133 2019-12-31 $31 ~$30 +2.80%
5 DOLLAR TREE INC DLTR $29.2M 0.05% 305,390 +305,390 2021-09-30 $96 ~$96 +0.00%
6 WARNER MUSIC GROUP CORP WMG $16.4M 0.03% 382,655 +382,655 2021-09-30 $43 ~$43 +0.00%
7 KAR AUCTION SVCS INC OPLN $2.4M 0.00% 143,785 +143,785 2021-09-30 $16 ~$16 +0.00%
8 LOCKHEED MARTIN CORP LMT $1.3M 0.00% 3,670 +3,670 2021-09-30 $345 ~$345 +0.00%
9 RATTLER MIDSTREAM LP RTLRUSD $1.2M 0.00% 105,588 +105,588 2021-09-30 $12 ~$12 +0.00%