13F Notebook
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Fund detail

Oakmark / Harris Associates (Bill Nygren)

large-active, value, concentrated, lo

Quarters 52
2025-12-31 $79.12B
Positions 167
Showing 10 of 10 rows (filtered from 187)

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 AERCAP HOLDINGS NV $839.6M 1.06% 5,840,480 +5,840,480 2025-12-31 $144 ~$144 +0.00%
2 AMRIZE LTD $615.4M 0.78% 11,379,547 +11,379,547 2025-12-31 $54 ~$54 +0.00%
3 ASTRAZENECA PLC AZNN $342.9M 0.43% 3,729,731 +3,729,731 2025-12-31 $92 ~$92 +0.00%
4 GARTNER INC IT $243.2M 0.31% 963,984 +963,984 2018-06-30 $252 ~$379 -33.51%
5 CUSHMAN AND WAKEFIELD LTD $32.1M 0.04% 1,983,990 +1,983,990 2025-12-31 $16 ~$16 +0.00%
6 OMNICOM GROUP INC OMC $5.0M 0.01% 61,340 +61,340 2013-06-30 $81 ~$64 +25.61%
7 BLACKSTONE INC BX $578K 0.00% 3,750 +3,750 2025-12-31 $154 ~$154 +0.00%
8 PALO ALTO NETWORKS INC PANW $486K 0.00% 2,640 +2,640 2025-12-31 $184 ~$184 +0.00%
9 NUVEEN MUN VALUE FD INC NUV $135K 0.00% 14,854 +14,854 2023-03-31 $9 ~$9 +2.84%
10 ISHARES TR SGOV $40K 0.00% 400 +400 2025-12-31 $100 ~$100 +0.00%