13F Notebook
← Dashboard
Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2024-09-30 $76.62B
Positions 146
Showing 20 of 20 rows (filtered from 152)

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 ENVISTA HOLDINGS CORPORATION NVST 1.75 08/15/28 $15.80B 20.63% 17,500,000,000 +17,500,000,000 2024-09-30 $1 ~$1 +0.00%
2 TE CONNECTIVITY PLC $505.6M 0.66% 3,348,554 +3,348,554 2024-09-30 $151 ~$151 +0.00%
3 MERCK & CO INC MRK $334.2M 0.44% 2,943,021 +2,943,021 2013-06-30 $114 ~$84 +35.38%
4 GENUINE PARTS CO GPC $324.9M 0.42% 2,325,955 +2,325,955 2024-09-30 $140 ~$140 +0.00%
5 APTIV PLC $162.6M 0.21% 2,258,580 +2,258,580 2017-12-31 $72 ~$86 -16.33%
6 SMURFIT WESTROCK PLC $136.9M 0.18% 2,770,470 +2,770,470 2024-09-30 $49 ~$49 +0.00%
7 LAMB WESTON HLDGS INC LW $87.1M 0.11% 1,345,424 +1,345,424 2017-06-30 $65 ~$81 -20.04%
8 LPL FINL HLDGS INC LPLA $49.4M 0.06% 212,238 +212,238 2024-09-30 $233 ~$233 +0.00%
9 SEAPORT ENTMT GROUP INC SEG $5.9M 0.01% 215,437 +215,437 2024-09-30 $27 ~$27 +0.00%
10 NVIDIA CORPORATION NVDA $486K 0.00% 4,005 +4,005 2024-09-30 $121 ~$121 +0.00%
11 ISHARES TR ACWI $409K 0.00% 3,425 +3,425 2024-09-30 $120 ~$120 +0.00%
12 ISHARES TR IJR $135K 0.00% 1,151 +1,151 2024-09-30 $117 ~$117 +0.00%
13 ISHARES TR EFA $81K 0.00% 972 +972 2023-12-31 $84 ~$77 +9.12%
14 ISHARES TR IGF $17K 0.00% 312 +312 2024-09-30 $54 ~$54 +0.00%
15 VANGUARD INDEX FDS VTI $14K 0.00% 50 +50 2024-09-30 $283 ~$283 +0.00%
16 ISHARES TR DSI $13K 0.00% 118 +118 2024-09-30 $109 ~$109 +0.00%
17 ISHARES TR ESGD $9K 0.00% 108 +108 2024-09-30 $84 ~$84 +0.00%
18 ISHARES TR ACWX $5K 0.00% 94 +94 2024-09-30 $57 ~$57 +0.00%
19 ISHARES TR EEM $2K 0.00% 51 +51 2024-09-30 $46 ~$46 +0.00%
20 SEAPORT ENTMT GROUP INC $703 0.00% 229 +229 2024-09-30 $3 ~$3 +0.00%