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 2024Q3 — net new, added, trimmed, exited.
New positions20 names
- NVST 1.75 08/15/28ENVISTA HOLDINGS CORP+17,500,000,000$15.80B
- G87052TE CONNECTIVITY PLC+3,348,554$505.6M
- MRKMERCK & CO INC+2,943,021$334.2M
- GPCGENUINE PARTS CO+2,325,955$324.9M
- G6095LAPTIV PLC+2,258,580$162.6M
- G8267PSMURFIT WESTROCK PLC+2,770,470$136.9M
- LWLAMB WESTON HLDGS INC+1,345,424$87.1M
- LPLALPL FINL HLDGS INC+212,238$49.4M
- SEGSEAPORT ENTMT GROUP INC+215,437$5.9M
- NVDANVIDIA CORPORATION+4,005$486K
- ACWIISHARES TR+3,425$409K
- IJRISHARES TR+1,151$135K
- + 8 more…
Added to43 names
- SCHWSCHWAB CHARLES CORP+5,302,736$343.7M
- RYAAYRYANAIR HOLDINGS PLC+5,697,740$257.4M
- GPNGLOBAL PMTS INC+2,146,485$219.8M
- DEDEERE & CO+486,492$203.0M
- PSXPHILLIPS 66+1,347,791$177.2M
- GEHCGE HEALTHCARE TECHNOLOGIES I+1,273,055$119.5M
- CNCCENTENE CORP DEL+1,420,825$107.0M
- APAAPA CORPORATION+4,293,932$105.0M
- NDAQNASDAQ INC+1,096,090$80.0M
- CVSCVS HEALTH CORP+1,033,819$65.0M
- KVUEKENVUE INC+2,186,114$50.6M
- DALDELTA AIR LINES INC DEL+910,362$46.2M
- + 31 more…
Trimmed74 names
- CHTRCHARTER COMMUNICATIONS INC N−1,207,394$391.3M
- MOALTRIA GROUP INC−7,533,442$384.5M
- ICEINTERCONTINENTAL EXCHANGE IN−1,631,287$262.0M
- CBRECBRE GROUP INC−1,858,122$231.3M
- TFCTRUIST FINL CORP−5,223,232$223.4M
- BACBK OF AMERICA CORP−5,620,758$223.0M
- FISVFISERV INC−1,102,003$198.0M
- AXPAMERICAN EXPRESS CO−582,197$157.9M
- EBAYEBAY INC.−2,405,770$156.6M
- EFXEQUIFAX INC−469,272$137.9M
- MCOMOODYS CORP−280,229$133.0M
- GSGOLDMAN SACHS GROUP INC−245,928$121.8M
- + 62 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
