Superinvestors / Harris Associates (Oakmark)
Bill Nygren
Harris Associates (Oakmark)
Value; discount to intrinsic value
$74.88B 13F value
156 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
15 new26 exited41 added87 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| CRM | SALESFORCE INCINCREASED +52.4% | 3.72% | $2.78B |
| ICE | INTERCONTINENTAL EXCHANGE ININCREASED +4.9% | 3.43% | $2.57B |
| KDP | Keurig Dr Pepper IncINCREASED +7.9% | 3.27% | $2.45B |
| ABNB | AIRBNB INC COM CL AINCREASED +2.5% | 3.23% | $2.42B |
| GOOGL | ALPHABET INCDECREASED -5.9% | 3.22% | $2.41B |
Showing 5 of 156
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 156 positions
Bill Nygren's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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