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 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 10.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots 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 2024Q1 — net new, added, trimmed, exited.
New positions7 names
Added to34 names
- PAYCPAYCOM SOFTWARE INC+2,446,824$486.9M
- CNCCENTENE CORP DEL+6,129,115$481.0M
- CHTRCHARTER COMMUNICATIONS INC N+1,078,078$313.3M
- SCHWSCHWAB CHARLES CORP+3,697,844$267.5M
- CCITIGROUP INC+3,481,191$220.2M
- CTVACORTEVA INC+3,713,481$214.2M
- WBDWARNER BROS DISCOVERY INC+24,495,703$213.8M
- MTNVAIL RESORTS INC+677,553$151.0M
- APAAPA CORPORATION+3,630,006$124.8M
- KRKROGER CO+2,015,915$115.2M
- COPCONOCOPHILLIPS+901,564$114.8M
- EOGEOG RES INC+855,597$109.4M
- + 22 more…
Trimmed84 names
- KKRKKR & CO INC−10,071,620$1.01B
- HCAHCA HEALTHCARE INC−1,670,115$557.0M
- AMZNAMAZON COM INC−2,928,036$528.2M
- COFCAPITAL ONE FINL CORP−2,857,516$425.5M
- METAMETA PLATFORMS INC−806,889$391.8M
- HLTHILTON WORLDWIDE HLDGS INC−1,517,735$323.7M
- DHRDANAHER CORPORATION−1,238,291$309.2M
- CRMSALESFORCE COM INC−816,698$246.0M
- AXPAMERICAN EXPRESS CO−1,024,083$233.2M
- N20944CNH INDL N V−16,507,572$213.9M
- RYAAYRYANAIR HOLDINGS PLC−1,452,692$211.5M
- BACBK OF AMERICA CORP−4,987,548$189.1M
- + 72 more…
Exited17 names
- NDAQNASDAQ INC−20,915$1.2M
- CMICUMMINS INC−3,797$910K
- IBDRISHARES TR−31,655$757K
- APY1EURCHAMPIONX CORPORATION−20,700$605K
- BRK.ABERKSHIRE HATHAWAY INC DEL−1$543K
- TMUST-MOBILE US INC−3,200$513K
- 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
- + 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
