Asset Manager · CIK 0000813917
Bill Nygren
Harris / Oakmark
Bill Nygren runs Harris / Oakmark, an asset manager overseeing $79.12B in disclosed equity holdings (SEC CIK 0000813917). The latest 13F filing (2025Q4) discloses 167 positions across 10 sectors, with the largest positions in GOOGL, COF and CRM. On a mark-to-market basis the tracked portfolio has returned 10.2% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$79.12B
Positions
167
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$12.91B
Lifetime buys
$122.58B
Lifetime sells
$107.11B
Quarter activity
What changed in 2025Q4 — net new, added, trimmed, exited.
New positions10 names
- N00985AERCAP HOLDINGS NV+5,840,480$839.6M
- H2927KAMRIZE LTD+11,379,547$615.4M
- AZNASTRAZENECA PLC+3,729,731$342.9M
- ITGARTNER INC+963,984$243.2M
- G2717CCUSHMAN AND WAKEFIELD LTD+1,983,990$32.1M
- OMCOMNICOM GROUP INC+61,340$5.0M
- BXBLACKSTONE INC+3,750$578K
- PANWPALO ALTO NETWORKS INC+2,640$486K
- NUVNUVEEN MUN VALUE FD INC+14,854$135K
- SGOVISHARES TR+400$40K
Added to58 names
- TRGPTARGA RES CORP+5,574,911$1.03B
- ICEINTERCONTINENTAL EXCHANGE IN+5,388,812$872.8M
- CRMSALESFORCE COM INC+2,744,748$727.1M
- CTVACORTEVA INC+10,675,052$715.5M
- ZBHZIMMER BIOMET HOLDINGS INC+7,514,136$675.7M
- KDPKEURIG DR PEPPER INC+23,650,072$662.4M
- FISVFISERV INC+8,790,629$590.5M
- CDWCDW CORP+4,251,262$579.0M
- ELVANTHEM INC+1,604,821$562.6M
- UNPUNION PAC CORP+2,190,923$506.8M
- COPCONOCOPHILLIPS+5,138,469$481.0M
- DEDEERE & CO+978,857$455.7M
- + 46 more…
Trimmed73 names
- GOOGLALPHABET INC−2,488,646$778.9M
- WBDWARNER BROS DISCOVERY INC−17,105,784$493.0M
- CCITIGROUP INC−3,772,338$440.2M
- BACBK OF AMERICA CORP−7,301,220$401.6M
- BKBANK NEW YORK MELLON CORP−3,377,183$392.1M
- APAAPA CORPORATION−13,361,120$326.8M
- GMGENERAL MTRS CO−3,642,979$296.2M
- G87052TE CONNECTIVITY PLC−777,620$176.9M
- STTSTATE STR CORP−1,314,807$169.6M
- LBRDKLIBERTY BROADBAND CORP−2,252,033$109.4M
- MGAMAGNA INTL INC−1,953,617$104.1M
- BCBRUNSWICK CORP−955,783$71.0M
- + 61 more…
Exited20 names
- ACVAACV AUCTIONS INC−3,804,814$37.7M
- G2717BCUSHMAN WAKEFIELD PLC−2,310,494$36.8M
- IPGINTERPUBLIC GROUP COS INC−493,971$13.8M
- GLIBKGCI LIBERTY INC−354,597$13.2M
- CFGCITIZENS FINL GROUP INC−15,702$835K
- TSMTAIWAN SEMICONDUCTOR MFG LTD−1,185$331K
- CRICARTERS INC−11,700$330K
- NOWSERVICENOW INC−340$313K
- RSPINVESCO EXCHANGE TRADED FD T−1,469$279K
- CDNSCADENCE DESIGN SYSTEM INC−790$277K
- BKNGBOOKING HOLDINGS INC−46$248K
- LHXL3HARRIS TECHNOLOGIES INC−713$218K
- + 8 more…
Recent transactions
Last 20 moves
TRIM
BK OF AMERICA CORP
−7,301,220
~$55.00 · 2025Q4
2026-02-17
TRIM
ENVISTA HOLDINGS CORPORATION
−2,204,110
~$21.71 · 2025Q4
2026-02-17
TRIM
FOMENTO ECONOMICO MEXICANO S
−1,383
~$101.07 · 2025Q4
2026-02-17
ADD
KEURIG DR PEPPER INC
+23,650,072
~$28.01 · 2025Q4
2026-02-17
NEW
GARTNER INC
+963,984
~$252.28 · 2025Q4
2026-02-17
TRIM
ALLISON TRANSMISSION HLDGS I
−31,630
~$97.90 · 2025Q4
2026-02-17
ADD
AMERICAN INTL GROUP INC
+4,351,778
~$85.55 · 2025Q4
2026-02-17
