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 2023Q2 — net new, added, trimmed, exited.
New positions9 names
- DHRDANAHER CORPORATION+2,321,140$557.1M
- IQVIQVIA HLDGS INC+1,598,580$359.3M
- CECELANESE CORP DEL+1,795,819$208.0M
- G7T16GSAPIENS INTL CORP N V+331,600$8.8M
- CFGCITIZENS FINL GROUP INC+36,100$941K
- FITBFIFTH THIRD BANCORP+24,500$642K
- G1890LCAPRI HOLDINGS LIMITED+17,675$634K
- ABBVABBVIE INC+3,255$439K
- MCDMCDONALDS CORP+900$269K
Added to48 names
- COPCONOCOPHILLIPS+8,229,129$852.6M
- COFCAPITAL ONE FINL CORP+3,763,225$411.6M
- CHTRCHARTER COMMUNICATIONS INC N+1,070,784$393.4M
- AIGAMERICAN INTL GROUP INC+6,725,724$387.0M
- SCHWSCHWAB CHARLES CORP+6,598,252$374.0M
- KRKROGER CO+5,597,788$263.1M
- N20944CNH INDL N V+17,732,430$255.5M
- ICEINTERCONTINENTAL EXCHANGE IN+2,250,714$254.5M
- FCNCAFIRST CTZNS BANCSHARES INC N+190,980$245.1M
- CRBGCOREBRIDGE FINL INC+11,200,231$197.8M
- EOGEOG RES INC+1,399,106$160.1M
- TFCTRUIST FINL CORP+4,766,876$144.7M
- + 36 more…
Trimmed82 names
- GOOGLALPHABET INC−10,049,501$1.20B
- AMZNAMAZON COM INC−7,250,383$945.2M
- ORCLORACLE CORP−7,101,368$845.7M
- HCAHCA HEALTHCARE INC−1,925,369$584.3M
- CRMSALESFORCE COM INC−2,657,994$561.5M
- NFLXNETFLIX INC−1,093,585$481.7M
- THCTENET HEALTHCARE CORP−5,071,769$412.7M
- BKNGBOOKING HOLDINGS INC−150,894$407.5M
- ADBEADOBE SYSTEMS INCORPORATED−820,256$401.1M
- BRK.BBERKSHIRE HATHAWAY INC DEL−925,866$315.7M
- RYAAYRYANAIR HOLDINGS PLC−2,713,710$300.1M
- METAMETA PLATFORMS INC−953,453$273.6M
- + 70 more…
Exited16 names
- TTWOTAKE-TWO INTERACTIVE SOFTWAR−1,604,288$191.4M
- UBERUBER TECHNOLOGIES INC−4,490,715$142.4M
- 03966VARCONIC CORPORATION−4,468,759$117.2M
- G5509LLIVANOVA PLC−425,912$18.6M
- LWLAMB WESTON HLDGS INC−175,045$18.3M
- QRVOQORVO INC−9,757$991K
- G0403HAON PLC−1,910$602K
- ITWILLINOIS TOOL WKS INC−2,472$602K
- ARMKARAMARK−15,724$563K
- DIASPDR DOW JONES INDL AVERAGE−1,250$416K
- PGPROCTER AND GAMBLE CO−1,500$223K
- NUVNUVEEN MUN VALUE FD INC−18,150$160K
- + 4 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
