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 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
$79.12B
Positions
167
Quarter
2025Q4
Filings tracked
40
Biggest winner since filing
GOOGLALPHABET INC
+312.6%
+$4.48B
Biggest loser since filing
CNCCENTENE CORP DEL
-45.5%
−$855.9M
Investment strategy
Bill Nygren is a large fund. Disclosed equity book is between $10B and $100B.
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<iframe src="https://openstocks.me/embed/stock/NVST 1.75 08/15/28" width="100%" height="480" frameborder="0" loading="lazy" title="NVST 1.75 08/15/28 chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
10 sectors146 positions
Top 3 = 28% of book · NVST 1.75 08/15/28, GOOGL, FISV
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Bill Nygren has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
ADD GPC — and 4 more recent moves.
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Recent transactions
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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