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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Bill Nygren (Harris / Oakmark)
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Asset Manager · CIK 0000813917

Bill Nygren

Harris / Oakmark
Share
  • Large Fund

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.

Track Bill's filingsView holdings↓
Portfolio
$78.81B
Positions
167
Quarter
2025Q4
Filings tracked
40
1Y+17.7%Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q2
1 / 3
75 of 171
1
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.51%
of portfolio
Number of shares
15,749,876 sh
Holdings current value
$2.78B
Avg closing price
$164.18
+108.1%
Last action
Trimmed 13.6%
2025Q4
Current $341.68
2
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
3.48%
of portfolio
Number of shares
10,068,086 sh
Holdings current value
$2.14B
Avg closing price
$118.13
+74.8%
Last action
Added 21.8%
2025Q4
Current $206.47
3
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
3.41%
of portfolio
Number of shares
22,969,673 sh
Holdings current value
$2.10B
Avg closing price
$57.74
+59.8%
Last action
Added 3.6%
2025Q4
Current $92.28
4
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
3.06%
of portfolio
Number of shares
10,270,241 sh
Holdings current value
$1.88B
Avg closing price
$126.81
+27.1%
Last action
Added 110.4%
2025Q4
Current $161.24
5
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.06%
of portfolio
Number of shares
14,237,331 sh
Holdings current value
$1.88B
Avg closing price
$128.78
+9.9%
Last action
Added 29.5%
2025Q4
Current $141.55
6
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.01%
of portfolio
Number of shares
11,753,182 sh
Holdings current value
$1.85B
Avg closing price
$196.07
-10.0%
Last action
Trimmed 0.6%
2025Q4
Current $176.46
7
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
2.83%
of portfolio
Number of shares
19,380,459 sh
Holdings current value
$1.74B
Avg closing price
$97.57
+18.9%
Last action
Added 36.1%
2025Q4
Current $116.04
8
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
2.61%
of portfolio
Number of shares
13,449,090 sh
Holdings current value
$1.60B
Avg closing price
$129.06
+21.2%
Last action
Added 2.6%
2025Q4
Current $156.37
9
KDPKEURIG DR PEPPER INC
Consumer Defensive·Beverages - Non-Alcoholic
2.53%
of portfolio
Number of shares
47,118,176 sh
Holdings current value
$1.56B
Avg closing price
$30.23
-12.2%
Last action
Added 100.8%
2025Q4
Current $26.53
10
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
2.44%
of portfolio
Number of shares
3,672,367 sh
Holdings current value
$1.50B
Avg closing price
$340.05
-30.4%
Last action
Added 30.1%
2025Q4
Current $236.62
11
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
2.40%
of portfolio
Number of shares
17,269,384 sh
Holdings current value
$1.48B
Avg closing price
$61.59
+27.8%
Last action
Added 33.7%
2025Q4
Current $78.68
12
FCNCAFIRST CTZNS BANCSHARES INC N
Financial Services·Banks - Regional
2.34%
of portfolio
Number of shares
736,249 sh
Holdings current value
$1.44B
Avg closing price
$1433
+41.7%
Last action
Added 35.2%
2025Q4
Current $2030
13
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
2.26%
of portfolio
Number of shares
29,413,333 sh
Holdings current value
$1.39B
Avg closing price
$20.82
+159.0%
Last action
Trimmed 19.9%
2025Q4
Current $53.91
14
CCITIGROUP INC
Financial Services·Banks - Diversified
2.23%
of portfolio
Number of shares
16,145,823 sh
Holdings current value
$1.37B
Avg closing price
$55.25
+139.2%
Last action
Trimmed 18.9%
2025Q4
Current $132.18
15
EFXEQUIFAX INC
Industrials·Consulting Services
2.15%
of portfolio
Number of shares
5,107,787 sh
Holdings current value
$1.32B
Avg closing price
$241.12
-18.6%
Last action
Added 50.9%
2025Q4
Current $196.22
16
CBRECBRE GROUP INC
Real Estate·Real Estate Services
2.07%
of portfolio
Number of shares
9,094,648 sh
Holdings current value
$1.27B
Avg closing price
$53.32
+184.1%
Last action
Added 0.4%
2025Q4
Current $151.51
17
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
2.03%
of portfolio
Number of shares
108,926,085 sh
Holdings current value
$1.25B
Avg closing price
$10.83
+153.5%
Last action
Trimmed 13.6%
2025Q4
Current $27.47
18
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
2.02%
of portfolio
Number of shares
25,303,360 sh
Holdings current value
$1.25B
Avg closing price
$33.41
+143.4%
Last action
Trimmed 12.6%
2025Q4
Current $81.32
19
G96629103WILLIS TOWERS WATSON PLC LTD
1.89%
of portfolio
Number of shares
3,786,257 sh
Holdings current value
$1.16B
Avg closing price
$266.28
Last action
Added 53.4%
2025Q4
Current —
20
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
1.81%
of portfolio
Number of shares
2,185,155 sh
Holdings current value
$1.11B
Avg closing price
$422.31
+39.8%
Last action
Added 81.1%
2025Q4
Current $590.46
21
CNCCENTENE CORP DEL
Healthcare·Healthcare Plans
1.80%
of portfolio
Number of shares
20,418,731 sh
Holdings current value
$1.11B
Avg closing price
$71.53
-46.6%
Last action
Trimmed 0.4%
2025Q4
Current $38.17
22
ALLYALLY FINL INC
Financial Services·Credit Services
1.70%
of portfolio
Number of shares
26,836,790 sh
Holdings current value
$1.05B
Avg closing price
$25.24
+79.7%
Last action
Added 0.2%
2025Q4
Current $45.36
23
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.68%
of portfolio
Number of shares
4,703,993 sh
Holdings current value
$1.03B
Avg closing price
$185.91
+34.8%
Last action
Added 2.4%
2025Q4
Current $250.56
24
N20944109CNH INDL N V
1.67%
of portfolio
Number of shares
79,030,123 sh
Holdings current value
$1.02B
Avg closing price
$12.59
Last action
Trimmed 7.0%
2025Q4
Current —
25
G87052109TE CONNECTIVITY PLC
1.51%
of portfolio
Number of shares
5,499,313 sh
Holdings current value
$927.57M
Avg closing price
$150.61
Last action
Trimmed 12.4%
2025Q4
Current —
26
FISVFISERV INC
1.49%
of portfolio
Number of shares
5,330,732 sh
Holdings current value
$919.07M
Avg closing price
$88.00
-27.3%
Last action
Added
2025Q4
Current $63.97
27
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
1.49%
of portfolio
Number of shares
11,468,187 sh
Holdings current value
$918.83M
Avg closing price
$50.67
+60.7%
Last action
Added 22.4%
2025Q4
Current $81.41
28
ELVANTHEM INC
Healthcare·Healthcare Plans
1.45%
of portfolio
Number of shares
2,287,565 sh
Holdings current value
$889.77M
Avg closing price
$360.50
-10.4%
Last action
Added 235.1%
2025Q4
Current $323.05
29
CRMSALESFORCE COM INC
Technology·Software - Application
1.33%
of portfolio
Number of shares
2,992,586 sh
Holdings current value
$816.05M
Avg closing price
$253.36
-28.1%
Last action
Added 1107.5%
2025Q4
Current $182.14
30
STTSTATE STR CORP
Financial Services·Asset Management
1.32%
of portfolio
Number of shares
7,621,427 sh
Holdings current value
$810.46M
Avg closing price
$65.99
+120.4%
Last action
Trimmed 14.7%
2025Q4
Current $145.43
31
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
1.24%
of portfolio
Number of shares
21,402,223 sh
Holdings current value
$763.85M
Avg closing price
$38.12
-22.3%
Last action
Added 33.7%
2025Q4
Current $29.63
32
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
1.18%
of portfolio
Number of shares
9,131,318 sh
Holdings current value
$722.84M
Avg closing price
$100.16
+18.9%
Last action
Added 87.6%
2025Q4
Current $119.07
33
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
1.16%
of portfolio
Number of shares
9,672,433 sh
Holdings current value
$716.44M
Avg closing price
$79.51
-6.1%
Last action
Added 99.9%
2025Q4
Current $74.66
34
CRBGCOREBRIDGE FINL INC
Financial Services·Asset Management
1.16%
of portfolio
Number of shares
20,138,267 sh
Holdings current value
$714.91M
Avg closing price
$23.96
+11.6%
Last action
Added 38.9%
2025Q4
Current $26.75
35
NDAQNASDAQ INC
Financial Services·Financial Data & Stock Exchanges
1.13%
of portfolio
Number of shares
7,771,730 sh
Holdings current value
$694.95M
Avg closing price
$73.18
+21.1%
Last action
Added 53.7%
2025Q4
Current $88.61
36
DALDELTA AIR LINES INC DEL
Industrials·Airlines
1.12%
of portfolio
Number of shares
14,048,629 sh
Holdings current value
$690.91M
Avg closing price
$54.48
+31.6%
Last action
Added 77.7%
2025Q4
Current $71.72
37
MPCMARATHON PETE CORP
Energy·Oil & Gas Refining & Marketing
1.12%
of portfolio
Number of shares
4,128,430 sh
Holdings current value
$685.77M
Avg closing price
$155.59
+37.3%
Last action
Added 0.6%
2025Q4
Current $213.69
38
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
1.09%
of portfolio
Number of shares
1,991,461 sh
Holdings current value
$672.76M
Avg closing price
$279.68
+1.2%
Last action
Trimmed 0.8%
2025Q4
Current $283.04
39
SYYSYSCO CORP
Consumer Defensive·Food Distribution
1.08%
of portfolio
Number of shares
8,731,303 sh
Holdings current value
$661.31M
Avg closing price
$75.76
+0.7%
Last action
Trimmed 4.3%
2025Q4
Current $76.27
40
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
1.03%
of portfolio
Number of shares
6,410,920 sh
Holdings current value
$630.71M
Avg closing price
$76.26
-27.6%
Last action
Trimmed 26.0%
2025Q4
Current $55.23
41
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
1.01%
of portfolio
Number of shares
8,748,943 sh
Holdings current value
$621.52M
Avg closing price
$67.96
-32.3%
Last action
Added 254.1%
2025Q4
Current $46.03
42
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.95%
of portfolio
Number of shares
11,315,984 sh
Holdings current value
$581.64M
Avg closing price
$50.60
+4.1%
Last action
Added 60.6%
2025Q4
Current $52.68
43
EOGEOG RES INC
Energy·Oil & Gas E&P
0.91%
of portfolio
Number of shares
4,660,244 sh
Holdings current value
$557.41M
Avg closing price
$93.93
+36.7%
Last action
Added 151.8%
2025Q4
Current $128.43
44
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
0.87%
of portfolio
Number of shares
6,676,892 sh
Holdings current value
$534.42M
Avg closing price
$93.62
-22.7%
Last action
Added 211.0%
2025Q4
Current $72.37
45
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
0.84%
of portfolio
Number of shares
6,907,715 sh
Holdings current value
$514.83M
Avg closing price
$61.53
+30.6%
Last action
Added
2025Q4
Current $80.34
46
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
0.82%
of portfolio
Number of shares
2,917,284 sh
Holdings current value
$502.50M
Avg closing price
$196.13
-19.2%
Last action
Trimmed 8.6%
2025Q4
Current $158.54
47
APAAPA CORPORATION
Energy·Oil & Gas E&P
0.79%
of portfolio
Number of shares
26,606,120 sh
Holdings current value
$486.63M
Avg closing price
$25.69
+39.1%
Last action
Trimmed 33.4%
2025Q4
Current $35.74
48
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.78%
of portfolio
Number of shares
2,081,854 sh
Holdings current value
$481.74M
Avg closing price
$178.64
-28.9%
Last action
Added 168.1%
2025Q4
Current $126.93
49
RGAREINSURANCE GRP OF AMERICA I
Financial Services·Insurance - Reinsurance
0.77%
of portfolio
Number of shares
2,383,546 sh
Holdings current value
$472.80M
Avg closing price
$153.41
+37.6%
Last action
Added 62.4%
2025Q4
Current $211.07
50
MASMASCO CORP
Industrials·Building Products & Equipment
0.77%
of portfolio
Number of shares
7,316,545 sh
Holdings current value
$470.89M
Avg closing price
$55.87
+19.2%
Last action
Added 126.8%
2025Q4
Current $66.58
51
MOHMOLINA HEALTHCARE INC
Healthcare·Healthcare Plans
0.75%
of portfolio
Number of shares
1,541,308 sh
Holdings current value
$459.16M
Avg closing price
$264.88
-43.8%
Last action
Trimmed 17.9%
2025Q4
Current $148.97
52
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.73%
of portfolio
Number of shares
4,906,153 sh
Holdings current value
$447.00M
Avg closing price
$42.91
+214.9%
Last action
Trimmed 40.8%
2025Q4
Current $135.10
53
FBINFORTUNE BRANDS HOME & SEC IN
Industrials·Building Products & Equipment
0.63%
of portfolio
Number of shares
7,581,775 sh
Holdings current value
$390.31M
Avg closing price
$59.63
-32.2%
Last action
Trimmed 1.4%
2025Q4
Current $40.43
54
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.57%
of portfolio
Number of shares
2,909,399 sh
Holdings current value
$352.94M
Avg closing price
$131.26
-13.3%
Last action
Added 97.3%
2025Q4
Current $113.79
55
ZBHZIMMER BIOMET HOLDINGS INC
Healthcare·Medical Devices
0.55%
of portfolio
Number of shares
3,732,101 sh
Holdings current value
$340.40M
Avg closing price
$91.08
+4.1%
Last action
Added
2025Q4
Current $94.78
56
STZCONSTELLATION BRANDS INC
Consumer Defensive·Beverages - Brewers
0.46%
of portfolio
Number of shares
1,753,279 sh
Holdings current value
$285.22M
Avg closing price
$162.18
+0.1%
Last action
Added 208.4%
2025Q4
Current $162.28
57
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.46%
of portfolio
Number of shares
9,348,468 sh
Holdings current value
$283.07M
Avg closing price
$39.23
-52.3%
Last action
Trimmed 0.3%
2025Q4
Current $18.71
58
MGAMAGNA INTL INC
Consumer Cyclical·Auto Parts
0.46%
of portfolio
Number of shares
7,302,690 sh
Holdings current value
$281.96M
Avg closing price
$53.78
+12.6%
Last action
Trimmed 21.1%
2025Q4
Current $60.56
59
VVISA INC
Financial Services·Credit Services
0.45%
of portfolio
Number of shares
773,849 sh
Holdings current value
$274.76M
Avg closing price
$132.21
+139.8%
Last action
Trimmed 2.8%
2025Q4
Current $317.02
60
BLKBLACKROCK INC
Financial Services·Asset Management
0.44%
of portfolio
Number of shares
260,716 sh
Holdings current value
$273.56M
Avg closing price
$1028
+2.4%
Last action
Trimmed 4.5%
2025Q4
Current $1052
61
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.39%
of portfolio
Number of shares
1,365,005 sh
Holdings current value
$242.14M
Avg closing price
$130.00
+161.1%
Last action
Trimmed 14.1%
2025Q4
Current $339.40
62
G4705A100ICON PLC
0.39%
of portfolio
Number of shares
1,638,059 sh
Holdings current value
$238.26M
Avg closing price
$156.20
Last action
Added 11.4%
2025Q4
Current —
63
G3643J108FLUTTER ENTMT PLC
0.38%
of portfolio
Number of shares
808,559 sh
Holdings current value
$231.05M
Avg closing price
$230.89
Last action
Added 87.3%
2025Q4
Current —
64
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
0.37%
of portfolio
Number of shares
3,916,432 sh
Holdings current value
$225.86M
Avg closing price
$64.49
-3.8%
Last action
Trimmed 17.4%
2025Q4
Current $62.03
65
ORCLORACLE CORP
Technology·Software - Infrastructure
0.36%
of portfolio
Number of shares
1,023,151 sh
Holdings current value
$223.69M
Avg closing price
$61.86
+183.0%
Last action
Trimmed 3.8%
2025Q4
Current $175.06
66
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.34%
of portfolio
Number of shares
3,807,002 sh
Holdings current value
$210.30M
Avg closing price
$70.08
+15.9%
Last action
Trimmed 20.1%
2025Q4
Current $81.23
67
CECELANESE CORP DEL
Basic Materials·Chemicals
0.32%
of portfolio
Number of shares
3,555,067 sh
Holdings current value
$196.70M
Avg closing price
$96.08
-35.4%
Last action
Trimmed 1.0%
2025Q4
Current $62.03
68
CRLCHARLES RIV LABS INTL INC
Healthcare·Diagnostics & Research
0.29%
of portfolio
Number of shares
1,162,935 sh
Holdings current value
$176.45M
Avg closing price
$158.43
+16.1%
Last action
Added 21.3%
2025Q4
Current $183.88
69
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
0.27%
of portfolio
Number of shares
5,341,389 sh
Holdings current value
$165.74M
Avg closing price
$38.54
-95.7%
Last action
Trimmed 21.9%
2025Q4
Current $1.67
70
OTEXOPEN TEXT CORP
Technology·Software - Application
0.26%
of portfolio
Number of shares
5,498,367 sh
Holdings current value
$160.76M
Avg closing price
$37.25
-37.0%
Last action
Exited
2025Q3
Current $23.47
71
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
0.25%
of portfolio
Number of shares
972,558 sh
Holdings current value
$152.82M
Avg closing price
$203.94
-34.7%
Last action
Trimmed 16.0%
2025Q4
Current $133.22
72
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
0.25%
of portfolio
Number of shares
7,812,256 sh
Holdings current value
$152.65M
Avg closing price
$29.96
-7.1%
Last action
Trimmed 22.0%
2025Q4
Current $27.84
73
WENWENDYS CO
Consumer Cyclical·Restaurants
0.21%
of portfolio
Number of shares
11,076,295 sh
Holdings current value
$126.49M
Avg closing price
$18.98
-63.4%
Last action
Trimmed 5.4%
2025Q4
Current $6.95
74
ABMABM INDS INC
Industrials·Specialty Business Services
0.20%
of portfolio
Number of shares
2,618,172 sh
Holdings current value
$123.60M
Avg closing price
$47.16
-14.4%
Last action
Trimmed 2.1%
2025Q4
Current $40.35
75
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.19%
of portfolio
Number of shares
5,652,093 sh
Holdings current value
$118.30M
Avg closing price
$20.37
-13.5%
Last action
Exited
2025Q3
Current $17.61

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOGL
4.51% · +93.9%
COF
3.48% · -3.0%
SCHW
3.41% · +1.1%
ICE
3.06% · -12.1%
ABNB
3.06% · +7.0%
IQV
3.01% · +12.0%
COP
2.83% · +29.3%
PSX
2.61% · +31.1%
KDP
2.53% · -19.8%
CHTR
2.44% · -42.1%
AIG
2.40% · -8.1%
FCNCA
2.34% · +3.8%
BAC
2.26% · +13.9%
C
2.23% · +55.3%
EFX
2.15% · -24.3%
CBRE
2.07% · +8.1%
WBD
2.03% · +139.7%
GM
2.02% · +65.3%
WILLIS TOWERS WATSON PLC LTD
1.89%
DE
1.81% · +16.1%
CNC
1.80% · -29.7%
ALLY
1.70% · +16.5%
AMZN
1.68% · +14.2%
CNH INDL N V
1.67%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services29 pos$18.30B32.2%
  • Healthcare22 pos$7.39B13.0%
  • Consumer Cyclical27 pos$7.28B12.8%
  • Communication Services11 pos$7.25B12.8%
  • Energy9 pos$5.12B9.0%
  • Industrials16 pos$4.92B8.7%
  • Consumer Defensive12 pos$2.75B4.8%
  • Technology15 pos$1.76B3.1%
  • Real Estate3 pos$1.30B2.3%
  • Basic Materials2 pos$711.5M1.3%
(7.7% unclassified, excluded from %)