13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2025-09-30 $62.38B
Positions 177
Showing 18 of 18 rows (filtered from 189)

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 UNION PAC CORP UNP $346.4M 0.56% 1,465,587 +1,465,587 2013-06-30 $236 ~$174 +36.03%
2 FOMENTO ECONOMICO MEXICANO S FMX $266.9M 0.43% 2,706,099 +2,706,099 2025-09-30 $99 ~$99 +0.00%
3 ERMENEGILDO ZEGNA N V $33.6M 0.05% 3,556,200 +3,556,200 2025-09-30 $9 ~$9 +0.00%
4 GCI LIBERTY INC GLIBK $13.2M 0.02% 354,597 +354,597 2025-09-30 $37 ~$37 +0.00%
5 UNITEDHEALTH GROUP INC UNH $488K 0.00% 1,414 +1,414 2013-06-30 $345 ~$335 +3.13%
6 TAIWAN SEMICONDUCTOR MFG LTD TSM $331K 0.00% 1,185 +1,185 2018-09-30 $279 ~$41 +577.74%
7 SERVICENOW INC NOW $313K 0.00% 340 +340 2025-09-30 $920 ~$920 +0.00%
8 IDEXX LABS INC IDXX $291K 0.00% 455 +455 2025-09-30 $639 ~$639 +0.00%
9 CADENCE DESIGN SYSTEM INC CDNS $277K 0.00% 790 +790 2025-09-30 $351 ~$351 +0.00%
10 THERMO FISHER SCIENTIFIC INC TMO $262K 0.00% 541 +541 2013-06-30 $485 ~$85 +473.11%
11 L3HARRIS TECHNOLOGIES INC LHX $218K 0.00% 713 +713 2025-09-30 $305 ~$305 +0.00%
12 MOTOROLA SOLUTIONS INC MSI $214K 0.00% 469 +469 2025-09-30 $457 ~$457 +0.00%
13 OSHKOSH CORP OSK $213K 0.00% 1,645 +1,645 2015-03-31 $130 ~$39 +230.06%
14 COCA COLA CO KO $212K 0.00% 3,190 +3,190 2013-06-30 $66 ~$40 +65.62%
15 QUALCOMM INC QCOM $211K 0.00% 1,266 +1,266 2013-09-30 $166 ~$71 +134.99%
16 ISHARES TR USHY $143K 0.00% 3,795 +3,795 2025-09-30 $38 ~$38 +0.00%
17 GCI LIBERTY INC GLIBA $75K 0.00% 2,000 +2,000 2025-09-30 $38 ~$38 +0.00%
18 ISHARES TR IEUR $3K 0.00% 46 +46 2025-09-30 $68 ~$68 +0.00%