Bill Nygren
Harris Associates (Oakmark)as of 2026 Q1· $75.03B portfolio · 156 positions
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| CRM | $2.78B | 3.7% | Add +52% |
| ICE | $2.57B | 3.4% | Hold |
| KDP | $2.45B | 3.3% | Add +8% |
| ABNB | $2.42B | 3.2% | Hold |
| GOOGL | $2.41B | 3.2% | Trim -6% |
| COP | $2.30B | 3.1% | Trim -27% |
| TRGP | $2.19B | 2.9% | Trim -10% |
| IQV | $2.08B | 2.8% | Add +8% |
| SCHW | $2.05B | 2.7% | Hold |
| COF | $1.89B | 2.5% | Hold |
| FCNCA | $1.79B | 2.4% | Hold |
| WILLIS TOWERS WATSON PLC LTD | $1.75B | 2.3% | Add +7% |
| PSX | $1.66B | 2.2% | Trim -35% |
| AIG | $1.55B | 2.1% | Trim -7% |
| ELV | $1.50B | 2.0% | Add +7% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.