Asset Manager · CIK 0000813917
Bill Nygren
Harris / Oakmark
Bill Nygren runs Harris / Oakmark, an asset manager overseeing $78.81B in disclosed equity holdings (SEC CIK 0000813917). The latest portfolio (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 17.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$78.81B
Positions
167
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$12.91B
Lifetime buys
$129.24B
Lifetime sells
$124.96B
Quarter activity
What changed in 2023Q3 — net new, added, trimmed, exited.
New positions8 names
Added to38 names
- IQVIQVIA HLDGS INC+6,304,424$1.24B
- KRKROGER CO+7,260,193$324.9M
- CVSCVS HEALTH CORP+2,907,396$203.0M
- BAXBAXTER INTL INC+5,254,606$198.3M
- DHRDANAHER CORPORATION+642,759$159.5M
- AXPAMERICAN EXPRESS CO+1,055,104$157.4M
- G96629WILLIS TOWERS WATSON PLC LTD+675,219$141.1M
- N20944CNH INDL N V+10,322,578$125.9M
- ICEINTERCONTINENTAL EXCHANGE IN+972,320$107.0M
- MGAMAGNA INTL INC+1,908,476$102.3M
- MOALTRIA GROUP INC+2,415,011$101.6M
- IPGINTERPUBLIC GROUP COS INC+3,278,035$93.9M
- + 26 more…
Trimmed81 names
- AMZNAMAZON COM INC−5,086,514$646.6M
- PHPARKER-HANNIFIN CORP−1,173,029$456.9M
- GOOGLALPHABET INC−3,364,257$440.2M
- ORCLORACLE CORP−3,699,654$391.9M
- WDAYWORKDAY INC−1,648,277$354.1M
- BKNGBOOKING HOLDINGS INC−90,751$279.9M
- HCAHCA HEALTHCARE INC−1,028,978$253.1M
- COPCONOCOPHILLIPS−1,450,049$173.7M
- METAMETA PLATFORMS INC−561,353$168.5M
- H84989TE CONNECTIVITY LTD−1,233,627$152.4M
- PHMPULTE GROUP INC−2,008,472$148.7M
- KKRKKR & CO INC−2,249,633$138.6M
- + 69 more…
Exited17 names
- 44267DHOWARD HUGHES CORP−2,104,276$166.1M
- PCARPACCAR INC−1,583,096$132.4M
- 69327RPDC ENERGY INC−1,436,693$102.2M
- QSRRESTAURANT BRANDS INTL INC−864,439$67.0M
- DLTRDOLLAR TREE INC−215,341$30.9M
- ADBEADOBE SYSTEMS INCORPORATED−26,805$13.1M
- EEFTEURONET WORLDWIDE INC−43,216$5.1M
- GDGENERAL DYNAMICS CORP−6,590$1.4M
- STZCONSTELLATION BRANDS INC−5,283$1.3M
- TKRTIMKEN CO−12,355$1.1M
- REGNREGENERON PHARMACEUTICALS−878$631K
- HUMHUMANA INC−1,245$557K
- + 5 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
