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 2023Q4 — net new, added, trimmed, exited.
New positions15 names
- AAGILENT TECHNOLOGIES INC+2,342,383$325.7M
- G61188LIBERTY GLOBAL LTD+15,342,486$272.6M
- PAYCPAYCOM SOFTWARE INC+946,331$195.6M
- IBDRISHARES TR+31,655$757K
- IBDQISHARES TR+20,114$498K
- VTVVANGUARD INDEX FDS+2,945$440K
- IBDSISHARES TR+15,825$379K
- VUGVANGUARD INDEX FDS+1,068$332K
- VGKVANGUARD INTL EQUITY INDEX F+4,128$266K
- VPLVANGUARD INTL EQUITY INDEX F+3,589$259K
- IBDPISHARES TR+10,208$254K
- VOVANGUARD INDEX FDS+1,079$251K
- + 3 more…
Added to46 names
- PSXPHILLIPS 66+4,998,771$665.5M
- CNCCENTENE CORP DEL+6,881,450$510.7M
- N20944CNH INDL N V+37,438,564$456.0M
- IQVIQVIA HLDGS INC+1,844,865$426.9M
- AXPAMERICAN EXPRESS CO+2,084,484$390.5M
- KRKROGER CO+5,172,516$236.4M
- CTVACORTEVA INC+4,194,981$201.0M
- BLKCHFBLACKROCK INC+227,859$185.0M
- WBDWARNER BROS DISCOVERY INC+15,025,281$171.0M
- LADLITHIA MTRS INC+377,256$124.2M
- APAAPA CORPORATION+2,367,570$84.9M
- CMCSACOMCAST CORP NEW+1,854,671$81.3M
- + 34 more…
Trimmed71 names
- KKRKKR & CO INC−6,162,756$510.6M
- PHPARKER-HANNIFIN CORP−1,047,374$482.5M
- AMZNAMAZON COM INC−2,619,678$398.0M
- GOOGLALPHABET INC−2,775,303$387.7M
- ORCLORACLE CORP−2,799,853$295.2M
- RYAAYRYANAIR HOLDINGS PLC−2,086,680$278.3M
- PINSPINTEREST INC−6,409,350$237.4M
- CRMSALESFORCE COM INC−767,279$201.9M
- CSLCARLISLE COS INC−576,545$180.1M
- HLTHILTON WORLDWIDE HLDGS INC−677,922$123.4M
- COPCONOCOPHILLIPS−854,116$99.1M
- ALLYALLY FINL INC−2,681,375$93.6M
- + 59 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
