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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2022-09-30 $59.68B
Positions 141
Showing 12 of 12 rows (filtered from 144)

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 PELOTON INTERACTIVE INC PTON 0 02/15/26 $13.47B 22.57% 20,100,000,000 +0 +0.00% 20.14% 2022-03-31 $1 ~$1 -17.19%
2 CHAMPIONX CORPORATION APY1EUR $82.5M 0.14% 4,215,142 +0 +0.00% 0.13% 2020-06-30 $20 ~$13 +51.93%
3 ABM INDS INC ABM $15.3M 0.03% 400,300 +0 +0.00% 0.03% 2022-06-30 $38 ~$43 -11.96%
4 DOVER CORP DOV $4.2M 0.01% 36,393 +0 +0.00% 0.01% 2013-06-30 $117 ~$54 +116.87%
5 S&P GLOBAL INC SPGI $2.1M 0.00% 6,725 +0 +0.00% 0.00% 2019-03-31 $305 ~$213 +43.01%
6 CATERPILLAR INC CAT $1.1M 0.00% 6,775 +0 +0.00% 0.00% 2013-12-31 $164 ~$104 +57.71%
7 INTEL CORP INTC $644K 0.00% 25,000 +0 +0.00% 0.00% 2013-06-30 $26 ~$24 +6.11%
8 JPMORGAN CHASE & CO JPM $541K 0.00% 5,175 +0 +0.00% 0.00% 2013-06-30 $105 ~$54 +94.08%
9 BAXTER INTL INC BAX $488K 0.00% 9,052 +0 +0.00% 0.00% 2013-06-30 $54 ~$46 +16.74%
10 MICROSOFT CORP MSFT $423K 0.00% 1,816 +0 +0.00% 0.00% 2013-06-30 $233 ~$50 +366.85%
11 TRINITY INDS INC TRN $344K 0.00% 16,100 +0 +0.00% 0.00% 2017-06-30 $21 ~$21 +0.58%
12 MGM RESORTS INTERNATIONAL MGM $219K 0.00% 7,375 +0 +0.00% 0.00% 2016-03-31 $30 ~$26 +15.05%