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 2024Q4 — net new, added, trimmed, exited.
New positions15 names
- ABNBAIRBNB INC+5,346,823$702.6M
- ELVANTHEM INC+1,821,284$671.9M
- SYYSYSCO CORP+4,347,279$332.4M
- BLKBLACKROCK INC+227,631$233.3M
- G3265RAPTIV PLC+3,836,741$232.0M
- BDXBECTON DICKINSON & CO+893,355$202.7M
- CGCARLYLE GROUP INC+3,186,743$160.9M
- 867975SUNRISE COMMUNICATIONS AG+504,644$21.7M
- BECNUSDBEACON ROOFING SUPPLY INC+211,895$21.5M
- BABAALIBABA GROUP HLDG LTD+188,986$16.0M
- IWDISHARES TR+59,610$11.0M
- MCDMCDONALDS CORP+960$278K
- + 3 more…
Added to36 names
- KDPKEURIG DR PEPPER INC+27,271,179$876.0M
- EFXEQUIFAX INC+1,761,837$449.0M
- MRKMERCK & CO INC+3,301,429$328.4M
- IQVIQVIA HLDGS INC+1,156,573$227.3M
- PSXPHILLIPS 66+1,894,510$215.8M
- GEHCGE HEALTHCARE TECHNOLOGIES I+2,401,049$187.7M
- G87052TE CONNECTIVITY PLC+1,069,756$152.9M
- COPCONOCOPHILLIPS+1,347,775$133.7M
- EOGEOG RES INC+1,062,733$130.3M
- AIGAMERICAN INTL GROUP INC+1,438,631$104.7M
- BCBRUNSWICK CORP+1,195,688$77.3M
- MTNVAIL RESORTS INC+310,093$58.1M
- + 24 more…
Trimmed93 names
- CRMSALESFORCE COM INC−3,702,459$1.24B
- FISVFISERV INC−4,636,188$952.4M
- WFCWELLS FARGO CO NEW−6,628,997$465.6M
- COFCAPITAL ONE FINL CORP−2,593,410$462.5M
- CBRECBRE GROUP INC−3,321,848$436.1M
- N20944CNH INDL N V−31,524,032$357.2M
- CHTRCHARTER COMMUNICATIONS INC N−767,801$263.2M
- BACBK OF AMERICA CORP−5,258,602$231.1M
- IPGINTERPUBLIC GROUP COS INC−7,934,810$222.3M
- TFCTRUIST FINL CORP−5,043,851$218.8M
- GSGOLDMAN SACHS GROUP INC−378,409$216.7M
- GOOGLALPHABET INC−1,117,826$211.6M
- + 81 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
