Bill Nygren
Harris Associates (Oakmark)as of 2026 Q2· $75.42B portfolio · 161 positions
Portfolio value · last 8 quarters · $76.62B → $75.42B
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 |
|---|---|---|---|
| KDP | $3.04B | 4.0% | Hold |
| ABNB | $2.70B | 3.6% | Hold |
| CRM | $2.53B | 3.4% | Add +8% |
| IQV | $2.35B | 3.1% | Hold |
| COF | $2.31B | 3.1% | Add +11% |
| GOOGL | $2.24B | 3.0% | Trim -25% |
| SCHW | $2.23B | 3.0% | Add +11% |
| ICE | $2.22B | 2.9% | Add +10% |
| TRGP | $2.13B | 2.8% | Trim -9% |
| FCNCA | $1.91B | 2.5% | Hold |
| ELV | $1.90B | 2.5% | Hold |
| DAL | $1.62B | 2.2% | Hold |
| COP | $1.58B | 2.1% | Trim -13% |
| MRK | $1.55B | 2.1% | Hold |
| WILLIS TOWERS WATSON PLC LTD | $1.54B | 2.0% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.