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
- +14.00%
- 1-year
- +19.98%
- 3-year
- +55.68%
- 5-year
- +55.97%
- 3-year vs S&P 500
- -17.56%
- 5-year vs S&P 500
- -17.71%
- 5-year top 5
- +78.71%
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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 95 of 130 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 5.09% | Add +0.4% | 41,514,413 | $3.02B | $72.74 | No quote |
| 2 | GOOG | ALPHABET INC | 4.19% | Add +10.8% | 2,591,532 | $2.49B | $959.11 | No quote |
| 3 | GM | GENERAL MTRS CO | 4.19% | Reduce -1.1% | 61,521,195 | $2.48B | $40.38 | No quote |
| 4 | BAC | BANK AMER CORP | 3.96% | Reduce -1.0% | 92,676,554 | $2.35B | $25.34 | No quote |
| 5 | ORCL | ORACLE CORP | 3.70% | Reduce -7.3% | 45,431,165 | $2.2B | $48.35 | No quote |
| 6 | TEL | TE CONNECTIVITY LTD | 3.70% | Add +0.0% | 26,418,041 | $2.19B | $83.06 | No quote |
| 7 | GE | GENERAL ELECTRIC CO | 3.59% | Add +55.2% | 87,953,275 | $2.13B | $24.18 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 3.13% | Reduce -6.9% | 13,156,887 | $1.86B | $141.20 | No quote |
| 9 | AIG | AMERICAN INTL GROUP INC | 2.79% | Add +16.9% | 26,918,359 | $1.65B | $61.39 | No quote |
| 10 | BIDU | BAIDU INC | 2.56% | Reduce -32.0% | 6,125,450 | $1.52B | $247.69 | No quote |
| 11 | WTW | WILLIS TOWERS WATSON PUB LTD | 2.50% | Add +7.5% | 9,607,306 | $1.48B | $154.23 | No quote |
| 12 | WFC | WELLS FARGO CO NEW | 2.40% | Add +0.7% | 25,851,597 | $1.43B | $55.15 | No quote |
| 13 | TV | GRUPO TELEVISA SA | 2.12% | Add +2.3% | 50,842,737 | $1.25B | No quote | No quote |
| 14 | HCA | HCA HEALTHCARE INC | 1.92% | Add +20.2% | 14,271,640 | $1.14B | $79.59 | No quote |
| 15 | JPM | JPMORGAN CHASE & CO | 1.77% | Reduce -10.8% | 11,004,779 | $1.05B | $95.51 | No quote |
| 16 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.71% | Reduce -0.1% | 56,747,622 | $1.02B | No quote | No quote |
| 17 | ALLY | ALLY FINL INC | 1.66% | Add +3.8% | 40,571,501 | $984.27M | $24.26 | No quote |
| 18 | DEO | DIAGEO P L C | 1.43% | Reduce -1.4% | 6,433,188 | $850.02M | $132.13 | No quote |
| 19 | APA | APACHE CORP | 1.35% | Reduce -7.0% | 17,435,612 | $798.55M | $45.80 | No quote |
| 20 | LBTYK | LIBERTY GLOBAL PLC | 1.33% | New | 24,160,579 | $790.05M | $32.70 | No quote |
| 21 | CHTR | CHARTER COMMUNICATIONS INC N | 1.30% | Add +3.5% | 2,113,077 | $767.94M | $363.42 | No quote |
| 22 | UNH | UNITEDHEALTH GROUP INC | 1.29% | Reduce -16.1% | 3,898,965 | $763.61M | $195.85 | No quote |
| 23 | NOV | NATIONAL OILWELL VARCO INC | 1.17% | Add +4.6% | 19,428,844 | $694.19M | $35.73 | No quote |
| 24 | MGM | MGM RESORTS INTERNATIONAL | 1.16% | Reduce -1.1% | 21,044,634 | $685.84M | $32.59 | No quote |
| 25 | COF | CAPITAL ONE FINL CORP | 1.16% | Add +0.4% | 8,095,436 | $685.36M | $84.66 | No quote |
| 26 | CAT | CATERPILLAR INC DEL | 1.13% | Reduce -20.8% | 5,359,347 | $668.36M | $124.71 | No quote |
| 27 | V | VISA INC | 1.09% | Reduce -15.6% | 6,168,857 | $649.21M | $105.24 | No quote |
| 28 | BAX | BAXTER INTL INC | 1.08% | Reduce -13.7% | 10,229,768 | $641.92M | $62.75 | No quote |
| 29 | FNF | FIDELITY NATIONAL FINANCIAL | 1.06% | Reduce -0.1% | 13,295,902 | $631.02M | $47.46 | No quote |
| 30 | STT | STATE STR CORP | 1.03% | Reduce -0.1% | 6,380,504 | $609.59M | $95.54 | No quote |
| 31 | QVCA | LIBERTY INTERACTIVE CORP | 1.02% | Add +6.2% | 25,689,904 | $605.51M | No quote | No quote |
| 32 | TXN | TEXAS INSTRS INC | 1.00% | Reduce -0.4% | 6,610,675 | $592.58M | $89.64 | No quote |
| 33 | CBRE | CBRE GROUP INC | 0.99% | Reduce -5.3% | 15,435,822 | $584.71M | $37.88 | No quote |
| 34 | INTC | INTEL CORP | 0.98% | Reduce -1.5% | 15,275,320 | $581.68M | $38.08 | No quote |
| 35 | AAPL | APPLE INC | 0.96% | Reduce -0.2% | 3,702,653 | $570.65M | $154.12 | No quote |
| 36 | AON | AON PLC | 0.95% | Reduce -19.5% | 3,873,439 | $565.91M | $146.10 | No quote |
| 37 | KMX | CARMAX INC | 0.90% | Reduce -2.2% | 7,009,207 | $531.37M | $75.81 | No quote |
| 38 | BK | BANK NEW YORK MELLON CORP | 0.87% | Reduce -18.1% | 9,708,499 | $514.74M | $53.02 | No quote |
| 39 | MCO | MOODYS CORP | 0.86% | Reduce -0.5% | 3,650,854 | $508.24M | $139.21 | No quote |
| 40 | GOOGL | ALPHABET INC | 0.85% | Add +2.5% | 519,263 | $505.62M | $973.72 | No quote |
| 41 | INFY | INFOSYS LTD | 0.77% | Add +19.3% | 31,202,494 | $455.25M | $14.59 | No quote |
| 42 | DOV | DOVER CORP | 0.76% | Reduce -14.8% | 4,912,424 | $448.95M | $91.39 | No quote |
| 43 | UL | UNILEVER PLC | 0.76% | Reduce -0.4% | 7,737,450 | $448.46M | $57.96 | No quote |
| 44 | AFL | AFLAC INC | 0.74% | Reduce -12.8% | 5,395,452 | $439.14M | $81.39 | No quote |
| 45 | PH | PARKER HANNIFIN CORP | 0.73% | Reduce -2.6% | 2,488,070 | $435.46M | $175.02 | No quote |
| 46 | FDX | FEDEX CORP | 0.69% | Reduce -27.0% | 1,825,955 | $411.9M | $225.58 | No quote |
| 47 | CVS | CVS HEALTH CORP | 0.69% | Reduce -0.0% | 5,004,035 | $406.93M | $81.32 | No quote |
| 48 | CMCSA | COMCAST CORP NEW | 0.67% | Add +4.9% | 10,334,483 | $397.67M | $38.48 | No quote |
| 49 | CMI | CUMMINS INC | 0.65% | Reduce -11.2% | 2,300,571 | $386.57M | $168.03 | No quote |
| 50 | LBTYA | LIBERTY GLOBAL PLC | 0.65% | New | 11,334,333 | $384.35M | $33.91 | No quote |
| 51 | HOG | HARLEY DAVIDSON INC | 0.64% | Add +0.0% | 7,922,594 | $381.95M | $48.21 | No quote |
| 52 | GS | GOLDMAN SACHS GROUP INC | 0.63% | Reduce -2.5% | 1,569,098 | $372.17M | $237.19 | No quote |
| 53 | WHR | WHIRLPOOL CORP | 0.61% | Reduce -9.9% | 1,965,889 | $362.59M | $184.44 | No quote |
| 54 | ADP | AUTOMATIC DATA PROCESSING IN | 0.61% | Reduce -10.1% | 3,311,737 | $362.04M | $109.32 | No quote |
| 55 | ARNC | ARCONIC INC | 0.59% | Add +4.3% | 14,016,700 | $348.74M | No quote | No quote |
| 56 | PM | PHILIP MORRIS INTL INC | 0.58% | Reduce -0.0% | 3,121,993 | $346.57M | $111.01 | No quote |
| 57 | APC | ANADARKO PETE CORP | 0.58% | Add +35.3% | 7,004,841 | $342.19M | No quote | No quote |
| 58 | COMM | COMMSCOPE HLDG CO INC | 0.50% | Add +39.9% | 8,938,494 | $296.85M | No quote | No quote |
| 59 | IPG | INTERPUBLIC GROUP COS INC | 0.50% | Add +12.0% | 14,274,602 | $296.77M | No quote | No quote |
| 60 | BWA | BORGWARNER INC | 0.50% | Reduce -13.0% | 5,764,593 | $295.32M | $51.23 | No quote |
| 61 | CHK | CHESAPEAKE ENERGY CORP | 0.50% | Add +11.0% | 68,307,815 | $293.72M | No quote | No quote |
| 62 | NFLX | NETFLIX INC | 0.49% | New | 1,614,946 | $292.87M | $181.35 | No quote |
| 63 | WFT | WEATHERFORD INTL PLC | 0.44% | Reduce -7.4% | 56,555,775 | $259.03M | No quote | No quote |
| 64 | LEA | LEAR CORP | 0.42% | Reduce -0.1% | 1,439,632 | $249.17M | $173.08 | No quote |
| 65 | AMTD | TD AMERITRADE HLDG CORP | 0.42% | Reduce -19.6% | 5,102,803 | $249.02M | No quote | No quote |
| 66 | JLL | JONES LANG LASALLE INC | 0.42% | Reduce -1.1% | 2,008,859 | $248.09M | $123.50 | No quote |
| 67 | MDT | MEDTRONIC PLC | 0.41% | Reduce -1.4% | 3,134,174 | $243.74M | $77.77 | No quote |
| 68 | QCOM | QUALCOMM INC | 0.39% | Add +0.0% | 4,432,481 | $229.78M | $51.84 | No quote |
| 69 | USG | U S G CORP | 0.38% | Reduce -1.1% | 6,839,694 | $223.32M | No quote | No quote |
| 70 | NWSA | NEWS CORP NEW | 0.37% | Add +5.0% | 16,695,663 | $221.39M | $13.26 | No quote |
| 71 | DLPH | DELPHI AUTOMOTIVE PLC | 0.37% | Add +0.0% | 2,247,105 | $221.12M | No quote | No quote |
| 72 | CDW | CDW CORP | 0.36% | Reduce -4.3% | 3,224,898 | $212.84M | $66.00 | No quote |
| 73 | FL | FOOT LOCKER INC | 0.35% | Reduce -0.7% | 5,955,553 | $209.76M | No quote | No quote |
| 74 | AN | AUTONATION INC | 0.34% | Add +20.4% | 4,306,064 | $204.37M | $47.46 | No quote |
| 75 | UA | UNDER ARMOUR INC | 0.33% | Add +1048.1% | 13,079,782 | $196.46M | $15.02 | No quote |
| 76 | HHC | HOWARD HUGHES CORP | 0.32% | Add +1.0% | 1,601,013 | $188.81M | No quote | No quote |
| 77 | MSFT | MICROSOFT CORP | 0.31% | Reduce -29.4% | 2,445,475 | $182.16M | $74.49 | No quote |
| 78 | BKR | BAKER HUGHES A GE CO | 0.30% | New | 4,926,750 | $180.42M | $36.62 | No quote |
| 79 | LBRDK | LIBERTY BROADBAND CORP | 0.29% | Reduce -1.7% | 1,803,794 | $171.9M | $95.30 | No quote |
| 80 | Q | QUINTILES IMS HOLDINGS INC | 0.27% | Reduce -9.8% | 1,681,511 | $159.86M | $95.07 | No quote |
| 81 | LYV | LIVE NATION ENTERTAINMENT IN | 0.27% | Reduce -20.0% | 3,662,852 | $159.52M | $43.55 | No quote |
| 82 | BUFF | BLUE BUFFALO PET PRODS INC | 0.26% | Add +127.9% | 5,343,266 | $151.48M | No quote | No quote |
| 83 | THC | TENET HEALTHCARE CORP | 0.23% | Add +5.5% | 8,156,836 | $134.02M | $16.43 | No quote |
| 84 | OSK | OSHKOSH CORP | 0.21% | Reduce -26.8% | 1,483,195 | $122.42M | $82.54 | No quote |
| 85 | PCLN | PRICELINE GRP INC | 0.20% | Add +61.3% | 65,414 | $119.76M | No quote | No quote |
| 86 | VWR | VWR CORP | 0.20% | Reduce -18.5% | 3,566,705 | $118.09M | No quote | No quote |
| 87 | PFG | PRINCIPAL FINL GROUP INC | 0.19% | Reduce -37.3% | 1,771,266 | $113.96M | $64.34 | No quote |
| 88 | GLPI | GAMING & LEISURE PPTYS INC | 0.18% | Reduce -0.3% | 2,823,050 | $104.14M | $36.89 | No quote |
| 89 | CHRW | C H ROBINSON WORLDWIDE INC | 0.18% | Add +32.8% | 1,364,015 | $103.8M | $76.10 | No quote |
| 90 | CRI | CARTER INC | 0.17% | Add +5.2% | 1,018,795 | $100.61M | $98.75 | No quote |
| 91 | BLK | BLACKROCK INC | 0.15% | Reduce -73.1% | 195,597 | $87.45M | $447.09 | No quote |
| 92 | LW | LAMB WESTON HLDGS INC | 0.15% | Add +166.3% | 1,863,568 | $87.38M | $46.89 | No quote |
| 93 | CRTO | CRITEO S A | 0.14% | New | 2,040,600 | $84.69M | No quote | No quote |
| 94 | HRI | HERC HLDGS INC | 0.12% | Add +0.8% | 1,410,650 | $69.31M | $49.13 | No quote |
| 95 | MLCO | MELCO RESORT ENTERTAINMENT L | 0.12% | Reduce -45.5% | 2,840,959 | $68.52M | $24.12 | No quote |
| 96 | ITRI | ITRON INC | 0.10% | Reduce -53.0% | 771,403 | $59.75M | $77.45 | No quote |
| 97 | MTW | MANITOWOC INC | 0.10% | Reduce -0.0% | 6,589,849 | $59.31M | $9.00 | No quote |
| 98 | AXTA | AXALTA COATING SYS LTD | 0.10% | Reduce -2.2% | 2,006,214 | $58.02M | $28.92 | No quote |
| 99 | HSNI | HSN INC | 0.09% | Reduce -9.0% | 1,363,930 | $53.26M | No quote | No quote |
| 100 | MLKN | MILLER HERMAN INC | 0.08% | Reduce -0.4% | 1,261,177 | $45.28M | $35.90 | No quote |
| 101 | WCC | WESCO INTL INC | 0.07% | Reduce -11.4% | 717,675 | $41.81M | $58.25 | No quote |
| 102 | ADNT | ADIENT PLC | 0.07% | Add +3.8% | 479,630 | $40.28M | $83.99 | No quote |
| 103 | FLS | FLOWSERVE CORP | 0.06% | Reduce -73.0% | 765,186 | $32.59M | $42.59 | No quote |
| 104 | EXPE | EXPEDIA INC DEL | 0.05% | Reduce -7.5% | 191,232 | $27.53M | $143.94 | No quote |
| 105 | QGEN | QIAGEN NV | 0.04% | - | 822,480 | $25.91M | No quote | No quote |
| 106 | BMY | BRISTOL MYERS SQUIBB CO | 0.04% | New | 391,881 | $24.98M | $63.74 | No quote |
| 107 | UNP | UNION PAC CORP | 0.03% | Reduce -93.6% | 163,805 | $19M | $115.97 | No quote |
| 108 | GWW | GRAINGER W W INC | 0.03% | Reduce -15.8% | 98,618 | $17.73M | $179.75 | No quote |
| 109 | WPP | WPP PLC NEW | 0.03% | New | 177,400 | $16.46M | No quote | No quote |
| 110 | TIF | TIFFANY & CO NEW | 0.02% | Reduce -73.0% | 132,147 | $12.13M | No quote | No quote |
| 111 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.02% | New | 796,811 | $9.46M | No quote | No quote |
| 112 | ESRX | EXPRESS SCRIPTS HLDG CO | 0.01% | Add +7.9% | 118,776 | $7.52M | No quote | No quote |
| 113 | PDCE | PDC ENERGY INC | 0.01% | New | 122,475 | $6.01M | No quote | No quote |
| 114 | ABBV | ABBVIE INC | 0.01% | Add +157.6% | 61,050 | $5.43M | $88.86 | No quote |
| 115 | USB | US BANCORP DEL | 0.01% | Reduce -94.1% | 100,215 | $5.37M | $53.59 | No quote |
| 116 | TRCO | TRIBUNE MEDIA CO | 0.01% | Reduce -16.1% | 118,786 | $4.85M | No quote | No quote |
| 117 | TRN | TRINITY INDS INC | 0.00% | Reduce -0.5% | 68,400 | $2.18M | $31.90 | No quote |
| 118 | LUV | SOUTHWEST AIRLS CO | 0.00% | New | 25,961 | $1.45M | $55.97 | No quote |
| 119 | AGCO | AGCO CORP | 0.00% | Reduce -1.9% | 18,525 | $1.37M | $73.79 | No quote |
| 120 | DATA | TABLEAU SOFTWARE INC | 0.00% | Reduce -0.6% | 15,425 | $1.16M | No quote | No quote |
| 121 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -14.8% | 5,750 | $851K | $148.00 | No quote |
| 122 | TMK | TORCHMARK CORP | 0.00% | Reduce -57.3% | 10,050 | $805K | No quote | No quote |
| 123 | OII | OCEANEERING INTL INC | 0.00% | Reduce -39.5% | 21,200 | $557K | No quote | No quote |
| 124 | CVX | CHEVRON CORP NEW | 0.00% | Reduce -20.0% | 2,000 | $235K | $117.50 | No quote |
| 130 | UPL | ULTRA PETROLEUM CORP | - | Sold | 0 | $0 | No quote | No quote |
| 129 | KATE | KATE SPADE & CO | - | Sold | 0 | $0 | No quote | No quote |
| 128 | META | FACEBOOK INC | - | Sold | 0 | $0 | No quote | No quote |
| 127 | CMA | COMERICA INC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | - | Sold | 0 | $0 | No quote | No quote |
| 125 | BHI | BAKER HUGHES INC | - | Sold | 0 | $0 | No quote | No quote |