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 2024Q2 — net new, added, trimmed, exited.
New positions5 names
Added to57 names
- CNCCENTENE CORP DEL+7,900,876$523.8M
- CRMSALESFORCE COM INC+1,898,985$488.2M
- EFXEQUIFAX INC+1,916,842$464.8M
- DEDEERE & CO+1,148,054$428.9M
- FCNCAFIRST CTZNS BANCSHARES INC N+161,420$271.8M
- CRBGCOREBRIDGE FINL INC+8,848,451$257.7M
- DALDELTA AIR LINES INC DEL+5,177,315$245.6M
- KVUEKENVUE INC+11,618,541$211.2M
- ETSYETSY INC+2,441,396$144.0M
- PSXPHILLIPS 66+913,298$128.9M
- CCITIGROUP INC+1,872,541$118.8M
- IQVIQVIA HLDGS INC+527,906$111.6M
- + 45 more…
Trimmed62 names
- KKRKKR & CO INC−9,496,359$999.4M
- AXPAMERICAN EXPRESS CO−3,052,401$706.8M
- DHRDANAHER CORPORATION−1,657,429$414.1M
- ORCLORACLE CORP−2,583,455$364.8M
- BACBK OF AMERICA CORP−8,490,734$337.7M
- GOOGLALPHABET INC−1,515,087$276.0M
- MCOMOODYS CORP−460,527$193.8M
- EOGEOG RES INC−1,332,906$167.8M
- GSGOLDMAN SACHS GROUP INC−363,653$164.5M
- AMZNAMAZON COM INC−833,918$161.2M
- COFCAPITAL ONE FINL CORP−905,734$125.4M
- DISDISNEY WALT CO−1,002,302$99.5M
- + 50 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
