Bill Nygren - Oakmark Funds
As of Q2 2026, Bill Nygren reported 161 long-equity positions worth $75.16B in aggregate.
It also disclosed $263.81M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +14.04%
- 1-year
- +19.97%
- 3-year
- +55.63%
- 5-year
- +57.82%
- 3-year vs S&P 500
- -17.62%
- 5-year vs S&P 500
- -15.87%
- 5-year top 5
- +92.88%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Bill Nygren - pick another manager
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