13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2021-12-31 $64.23B
Positions 142
Showing 10 of 10 rows (filtered from 147)

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 TAKE-TWO INTERACTIVE SOFTWAR TTWO $182.5M 0.28% 1,026,868 +1,026,868 2021-12-31 $178 ~$178 +0.00%
2 GLOBAL PMTS INC GPN $141.4M 0.22% 1,046,065 +1,046,065 2021-12-31 $135 ~$135 +0.00%
3 WENDYS CO WEN $124.6M 0.19% 5,224,936 +5,224,936 2021-12-31 $24 ~$24 +0.00%
4 AMAZON COM INC AMZN $19.6M 0.03% 5,874 +5,874 2014-06-30 $3,334 ~$323 +931.42%
5 ACV AUCTIONS INC ACVA $8.4M 0.01% 446,225 +446,225 2021-12-31 $19 ~$19 +0.00%
6 ISHARES TR IWD $1.0M 0.00% 6,120 +6,120 2021-12-31 $168 ~$168 +0.00%
7 TIMKEN CO TKR $482K 0.00% 6,950 +6,950 2021-12-31 $69 ~$69 +0.00%
8 PULTE GROUP INC PHM $438K 0.00% 7,668 +7,668 2021-12-31 $57 ~$57 +0.00%
9 SPDR S&P 500 ETF TR SPY $293K 0.00% 616 +616 2021-12-31 $476 ~$476 +0.00%
10 RALPH LAUREN CORP RL $214K 0.00% 1,800 +1,800 2014-03-31 $119 ~$161 -26.18%