13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2023-09-30 $51.39B
Positions 133
Showing 8 of 8 rows (filtered from 150)

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 CISCO SYS INC CSCO $588.4M 1.14% 10,945,290 +10,945,290 2014-12-31 $54 ~$41 +31.87%
2 CENTENE CORP DEL CNC $274.3M 0.53% 3,981,917 +3,981,917 2016-03-31 $69 ~$31 +123.74%
3 CORTEVA INC CTVA $246.4M 0.48% 4,816,721 +4,816,721 2023-09-30 $51 ~$51 +0.00%
4 PHILLIPS 66 PSX $228.9M 0.45% 1,905,478 +1,905,478 2013-06-30 $120 ~$99 +20.99%
5 HOWARD HUGHES HOLDINGS INC HHH $156.1M 0.30% 2,105,284 +2,105,284 2023-09-30 $74 ~$74 +0.00%
6 BRUNSWICK CORP BC $85.9M 0.17% 1,087,396 +1,087,396 2017-12-31 $79 ~$77 +2.02%
7 PHINIA INC PHIN $53.7M 0.10% 2,002,778 +2,002,778 2023-09-30 $27 ~$27 +0.00%
8 FERGUSON PLC NEW $16.7M 0.03% 101,800 +101,800 2023-09-30 $164 ~$164 +0.00%