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 2023Q1 — net new, added, trimmed, exited.
New positions15 names
- KRKROGER CO+4,320,851$213.3M
- TFCTRUIST FINL CORP+5,620,804$191.7M
- CRBGCOREBRIDGE FINL INC+2,695,305$43.2M
- CIGICOLLIERS INTL GROUP INC+59,300$6.3M
- CCKCROWN HLDGS INC+75,015$6.2M
- MTNVAIL RESORTS INC+9,295$2.2M
- IBMINTERNATIONAL BUSINESS MACHS+3,800$498K
- BRK.ABERKSHIRE HATHAWAY INC DEL+1$466K
- DIASPDR DOW JONES INDL AVERAGE+1,250$416K
- PGPROCTER AND GAMBLE CO+1,500$223K
- NUVNUVEEN MUN VALUE FD INC+18,150$160K
- XLUSELECT SECTOR SPDR TR+2,250$152K
- + 3 more…
Added to50 names
- COPCONOCOPHILLIPS+4,407,253$437.2M
- AMZNAMAZON COM INC+3,548,662$366.5M
- ICEINTERCONTINENTAL EXCHANGE IN+2,695,339$281.1M
- COFCAPITAL ONE FINL CORP+2,729,367$262.5M
- BACBK OF AMERICA CORP+8,814,630$252.1M
- SCHWSCHWAB CHARLES CORP+3,634,539$190.4M
- CHTRCHARTER COMMUNICATIONS INC N+410,343$146.7M
- EOGEOG RES INC+1,106,421$126.8M
- MCOMOODYS CORP+406,129$124.3M
- ADBEADOBE SYSTEMS INCORPORATED+269,544$103.9M
- NVSTENVISTA HOLDINGS CORPORATION+1,832,328$74.9M
- FCNCAFIRST CTZNS BANCSHARES INC N+71,710$69.8M
- + 38 more…
Trimmed82 names
- BKNGBOOKING HOLDINGS INC−261,536$693.7M
- HCAHCA HEALTHCARE INC−1,732,273$456.8M
- NFLXNETFLIX INC−1,131,554$390.9M
- FISVFISERV INC−2,103,499$237.8M
- H84989TE CONNECTIVITY LTD−1,539,651$201.9M
- PINSPINTEREST INC−7,302,438$199.1M
- CCITIGROUP INC−3,563,498$167.1M
- MAMASTERCARD INCORPORATED−423,894$154.0M
- NOVNOV INC−6,757,556$125.1M
- ITGARTNER INC−345,262$112.5M
- KDPKEURIG DR PEPPER INC−2,725,277$96.1M
- G5480ULIBERTY GLOBAL PLC−4,794,544$93.5M
- + 70 more…
Exited9 names
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
