13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2025-06-30 $61.50B
Positions 171
Showing 30 of 30 rows (filtered from 188)

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 NIKE INC NKE $621.5M 1.01% 8,748,943 +8,748,943 2013-06-30 $71 ~$58 +23.29%
2 ZIMMER BIOMET HOLDINGS INC ZBH $340.4M 0.55% 3,732,101 +3,732,101 2018-03-31 $91 ~$110 -16.79%
3 ICON PLC $238.3M 0.39% 1,638,059 +1,638,059 2025-06-30 $145 ~$145 +0.00%
4 CHARLES RIV LABS INTL INC CRL $176.5M 0.29% 1,162,935 +1,162,935 2025-06-30 $152 ~$152 +0.00%
5 OWENS CORNING NEW OC $36.0M 0.06% 262,045 +262,045 2025-06-30 $138 ~$138 +0.00%
6 CDW CORP CDW $35.5M 0.06% 198,701 +198,701 2015-09-30 $179 ~$83 +114.64%
7 CSX CORP CSX $6.3M 0.01% 194,360 +194,360 2025-06-30 $33 ~$33 +0.00%
8 ABBVIE INC ABBV $587K 0.00% 3,163 +3,163 2013-06-30 $186 ~$132 +40.47%
9 COSTCO WHSL CORP NEW COST $575K 0.00% 581 +581 2025-06-30 $990 ~$990 +0.00%
10 BROADCOM INC AVGO $560K 0.00% 2,032 +2,032 2025-06-30 $276 ~$276 +0.00%
11 APPLIED MATLS INC AMAT $403K 0.00% 2,200 +2,200 2013-06-30 $183 ~$16 +1075.74%
12 PEPSICO INC PEP $329K 0.00% 2,495 +2,495 2013-06-30 $132 ~$82 +61.00%
13 ELI LILLY & CO LLY $323K 0.00% 414 +414 2014-03-31 $780 ~$59 +1217.87%
14 ENERGY TRANSFER L P ET $299K 0.00% 16,500 +16,500 2025-06-30 $18 ~$18 +0.00%
15 KB FINL GROUP INC KB $293K 0.00% 3,545 +3,545 2025-06-30 $83 ~$83 +0.00%
16 ABBOTT LABS ABT $282K 0.00% 2,071 +2,071 2013-06-30 $136 ~$35 +287.71%
17 PROCTER AND GAMBLE CO PG $268K 0.00% 1,685 +1,685 2013-06-30 $159 ~$85 +86.66%
18 PIMCO DYNAMIC INCOME STRATEG PDX $268K 0.00% 10,000 +10,000 2025-06-30 $27 ~$27 +0.00%
19 INVESCO EXCHANGE TRADED FD T RSP $267K 0.00% 1,469 +1,469 2025-06-30 $182 ~$182 +0.00%
20 ADVANCED MICRO DEVICES INC AMD $264K 0.00% 1,860 +1,860 2025-06-30 $142 ~$142 +0.00%
21 HOME DEPOT INC HD $254K 0.00% 693 +693 2013-06-30 $367 ~$171 +113.90%
22 AON PLC $249K 0.00% 699 +699 2020-06-30 $357 ~$202 +76.82%
23 HDFC BANK LTD HDB $230K 0.00% 3,000 +3,000 2025-06-30 $77 ~$77 +0.00%
24 STRYKER CORPORATION SYK $226K 0.00% 571 +571 2025-06-30 $396 ~$396 +0.00%
25 ZOETIS INC ZTS $219K 0.00% 1,405 +1,405 2025-06-30 $156 ~$156 +0.00%
26 INTUIT INTU $208K 0.00% 264 +264 2025-06-30 $788 ~$788 +0.00%
27 PARKER-HANNIFIN CORP PH $206K 0.00% 295 +295 2013-06-30 $698 ~$253 +175.83%
28 VANGUARD INDEX FDS VOT $199K 0.00% 700 +700 2025-06-30 $284 ~$284 +0.00%
29 BLACKROCK TECH AND PRIVATE E BTX $184K 0.00% 25,000 +25,000 2025-06-30 $7 ~$7 +0.00%
30 ISHARES TR IWR $92K 0.00% 1,000 +1,000 2025-06-30 $92 ~$92 +0.00%