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 103 of 143 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 4.58% | Reduce -0.1% | 40,630,638 | $2.74B | $67.50 | No quote |
| 2 | TEL | TE CONNECTIVITY LTD | 4.20% | Reduce -1.5% | 25,162,779 | $2.51B | $99.90 | No quote |
| 3 | GOOG | ALPHABET INC | 4.07% | Reduce -7.9% | 2,363,905 | $2.44B | $1031.79 | No quote |
| 4 | BAC | BANK AMER CORP | 4.05% | Reduce -7.1% | 80,881,113 | $2.43B | $29.99 | No quote |
| 5 | GM | GENERAL MTRS CO | 3.70% | Add +1.1% | 60,923,336 | $2.21B | $36.34 | No quote |
| 6 | ORCL | ORACLE CORP | 3.46% | Add +0.1% | 45,250,857 | $2.07B | $45.75 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.29% | Reduce -5.8% | 11,255,570 | $1.97B | $175.16 | No quote |
| 8 | AIG | AMERICAN INTL GROUP INC | 3.02% | Add +14.3% | 33,208,625 | $1.81B | $54.42 | No quote |
| 9 | HCA | HCA HEALTHCARE INC | 2.72% | Add +1.8% | 16,808,283 | $1.63B | $97.00 | No quote |
| 10 | WTW | WILLIS TOWERS WATSON PUB LTD | 2.71% | Add +3.6% | 10,659,140 | $1.62B | $152.19 | No quote |
| 11 | CHTR | CHARTER COMMUNICATIONS INC N | 2.43% | Add +17.2% | 4,676,387 | $1.46B | $311.22 | No quote |
| 12 | WFC | WELLS FARGO CO NEW | 2.20% | Reduce -2.6% | 25,189,626 | $1.32B | $52.41 | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 2.13% | Add +2.0% | 41,875,670 | $1.27B | $30.43 | No quote |
| 14 | ALLY | ALLY FINL INC | 1.83% | Reduce -0.1% | 40,457,740 | $1.1B | $27.15 | No quote |
| 15 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.73% | Reduce -9.4% | 50,510,151 | $1.04B | No quote | No quote |
| 16 | CMCSA | COMCAST CORP NEW | 1.65% | Add +70.9% | 28,975,936 | $990.11M | $34.17 | No quote |
| 17 | BIDU | BAIDU INC | 1.63% | Add +0.4% | 4,370,697 | $975.5M | $223.19 | No quote |
| 18 | TV | GRUPO TELEVISA SA | 1.59% | Add +1.6% | 59,663,107 | $952.22M | No quote | No quote |
| 19 | GE | GENERAL ELECTRIC CO | 1.52% | Reduce -10.9% | 67,385,799 | $908.36M | $13.48 | No quote |
| 20 | NOV | NATIONAL OILWELL VARCO INC | 1.47% | Add +10.3% | 23,907,039 | $880.02M | $36.81 | No quote |
| 21 | DEO | DIAGEO P L C | 1.41% | Reduce -2.4% | 6,253,734 | $846.88M | $135.42 | No quote |
| 22 | MGM | MGM RESORTS INTERNATIONAL | 1.30% | Reduce -0.0% | 22,204,669 | $777.61M | $35.02 | No quote |
| 23 | GOOGL | ALPHABET INC | 1.28% | Add +41.6% | 738,483 | $765.91M | $1037.14 | No quote |
| 24 | COF | CAPITAL ONE FINL CORP | 1.26% | Add +0.1% | 7,899,751 | $756.96M | $95.82 | No quote |
| 25 | UNH | UNITEDHEALTH GROUP INC | 1.22% | Reduce -3.9% | 3,426,996 | $733.38M | $214.00 | No quote |
| 26 | INTC | INTEL CORP | 1.22% | Reduce -7.2% | 14,049,434 | $731.7M | $52.08 | No quote |
| 27 | V | VISA INC | 1.22% | Add +0.2% | 6,112,761 | $731.21M | $119.62 | No quote |
| 28 | APA | APACHE CORP | 1.22% | Reduce -0.1% | 18,995,147 | $730.93M | $38.48 | No quote |
| 29 | QVCA | LIBERTY INTERACTIVE CORP | 1.20% | Add +11.3% | 28,552,376 | $718.66M | No quote | No quote |
| 30 | CVS | CVS HEALTH CORP | 1.19% | Add +47.3% | 11,429,785 | $711.05M | $62.21 | No quote |
| 31 | CBRE | CBRE GROUP INC | 1.17% | Reduce -1.9% | 14,863,034 | $701.83M | $47.22 | No quote |
| 32 | AAL | AMERICAN AIRLS GROUP INC | 1.15% | Add +557.0% | 13,290,582 | $690.58M | $51.96 | No quote |
| 33 | AAPL | APPLE INC | 1.07% | Add +3.5% | 3,813,826 | $639.88M | $167.78 | No quote |
| 34 | STT | STATE STR CORP | 1.06% | Add +0.0% | 6,376,075 | $635.89M | $99.73 | No quote |
| 35 | MCO | MOODYS CORP | 1.06% | Add +6.6% | 3,927,421 | $633.49M | $161.30 | No quote |
| 36 | BKNG | BOOKING HLDGS INC | 1.04% | New | 298,254 | $620.48M | $2080.39 | No quote |
| 37 | LBTYA | LIBERTY GLOBAL PLC | 0.99% | Add +7.0% | 18,885,420 | $591.3M | $31.31 | No quote |
| 38 | REGN | REGENERON PHARMACEUTICALS | 0.98% | New | 1,700,033 | $585.42M | $344.36 | No quote |
| 39 | NFLX | NETFLIX INC | 0.97% | Reduce -1.3% | 1,972,436 | $582.56M | $295.35 | No quote |
| 40 | APC | ANADARKO PETE CORP | 0.91% | Add +28.3% | 8,994,228 | $543.34M | No quote | No quote |
| 41 | BK | BANK NEW YORK MELLON CORP | 0.84% | Add +0.0% | 9,707,454 | $500.23M | $51.53 | No quote |
| 42 | AON | AON PLC | 0.76% | Reduce -15.8% | 3,239,826 | $454.65M | $140.33 | No quote |
| 43 | JCI | JOHNSON CTLS INTL PLC | 0.75% | Add +80.9% | 12,772,840 | $450.12M | $35.24 | No quote |
| 44 | BAX | BAXTER INTL INC | 0.75% | Reduce -22.9% | 6,918,821 | $450M | $65.04 | No quote |
| 45 | UL | UNILEVER PLC | 0.75% | Add +4.6% | 8,088,079 | $449.37M | $55.56 | No quote |
| 46 | ARNC | ARCONIC INC | 0.73% | Add +2.0% | 18,846,942 | $434.23M | No quote | No quote |
| 47 | PH | PARKER HANNIFIN CORP | 0.71% | Add +0.1% | 2,488,770 | $425.65M | $171.03 | No quote |
| 48 | TXN | TEXAS INSTRS INC | 0.68% | Reduce -29.2% | 3,907,030 | $405.9M | $103.89 | No quote |
| 49 | ADP | AUTOMATIC DATA PROCESSING IN | 0.67% | Reduce -0.0% | 3,510,872 | $398.41M | $113.48 | No quote |
| 50 | FDX | FEDEX CORP | 0.65% | Reduce -7.4% | 1,628,767 | $391.08M | $240.11 | No quote |
| 51 | CAT | CATERPILLAR INC DEL | 0.64% | Reduce -48.0% | 2,614,562 | $385.33M | $147.38 | No quote |
| 52 | DOV | DOVER CORP | 0.64% | Reduce -16.3% | 3,922,209 | $385.24M | $98.22 | No quote |
| 53 | KMX | CARMAX INC | 0.61% | Reduce -9.3% | 5,854,849 | $362.65M | $61.94 | No quote |
| 54 | GS | GOLDMAN SACHS GROUP INC | 0.60% | Reduce -6.2% | 1,438,575 | $362.32M | $251.86 | No quote |
| 55 | IPG | INTERPUBLIC GROUP COS INC | 0.60% | Add +0.8% | 15,670,474 | $360.89M | No quote | No quote |
| 56 | COMM | COMMSCOPE HLDG CO INC | 0.59% | Add +0.1% | 8,876,660 | $354.8M | No quote | No quote |
| 57 | PM | PHILIP MORRIS INTL INC | 0.58% | Add +11.8% | 3,491,444 | $347.05M | $99.40 | No quote |
| 58 | MDT | MEDTRONIC PLC | 0.54% | Reduce -0.3% | 3,994,873 | $320.47M | $80.22 | No quote |
| 59 | ADNT | ADIENT PLC | 0.48% | Add +94.8% | 4,797,420 | $286.69M | $59.76 | No quote |
| 60 | LEA | LEAR CORP | 0.45% | - | 1,436,804 | $267.38M | $186.09 | No quote |
| 61 | USG | U S G CORP | 0.43% | Reduce -5.0% | 6,429,382 | $259.88M | No quote | No quote |
| 62 | LBRDK | LIBERTY BROADBAND CORP | 0.43% | Add +58.9% | 3,011,107 | $258.02M | $85.69 | No quote |
| 63 | NWSA | NEWS CORP NEW | 0.42% | Reduce -0.0% | 15,862,953 | $250.63M | $15.80 | No quote |
| 64 | BWA | BORGWARNER INC | 0.41% | Reduce -6.9% | 4,941,193 | $248.2M | $50.23 | No quote |
| 65 | HHC | HOWARD HUGHES CORP | 0.41% | Add +3.0% | 1,775,075 | $246.97M | No quote | No quote |
| 66 | META | FACEBOOK INC | 0.36% | New | 1,350,095 | $215.73M | $159.79 | No quote |
| 67 | JLL | JONES LANG LASALLE INC | 0.34% | Reduce -40.3% | 1,179,045 | $205.91M | $174.64 | No quote |
| 68 | FLEX | FLEX LTD | 0.33% | New | 12,242,945 | $199.93M | $16.33 | No quote |
| 69 | AFL | AFLAC INC | 0.33% | Reduce -7.6% | 4,551,884 | $199.19M | $43.76 | No quote |
| 70 | BUFF | BLUE BUFFALO PET PRODS INC | 0.33% | Reduce -6.2% | 4,963,543 | $197.6M | No quote | No quote |
| 71 | CHK | CHESAPEAKE ENERGY CORP | 0.32% | Add +0.4% | 63,464,251 | $191.66M | No quote | No quote |
| 72 | APTV | APTIV PLC | 0.32% | Add +0.1% | 2,246,985 | $190.93M | $84.97 | No quote |
| 73 | FL | FOOT LOCKER INC | 0.32% | Reduce -1.0% | 4,158,130 | $189.36M | No quote | No quote |
| 74 | THC | TENET HEALTHCARE CORP | 0.30% | Reduce -0.2% | 7,453,711 | $180.75M | $24.25 | No quote |
| 75 | CDW | CDW CORP | 0.30% | Reduce -12.1% | 2,522,924 | $177.39M | $70.31 | No quote |
| 76 | CLGX | CORELOGIC INC | 0.29% | Add +2731.4% | 3,802,392 | $171.98M | No quote | No quote |
| 77 | CMI | CUMMINS INC | 0.27% | Reduce -42.4% | 984,736 | $159.62M | $162.09 | No quote |
| 78 | PDCE | PDC ENERGY INC | 0.25% | Add +52.0% | 3,082,278 | $151.12M | No quote | No quote |
| 79 | WFT | WEATHERFORD INTL PLC | 0.24% | Reduce -9.2% | 62,750,974 | $143.7M | No quote | No quote |
| 80 | UA | UNDER ARMOUR INC | 0.23% | Reduce -5.3% | 9,480,468 | $136.05M | $14.35 | No quote |
| 81 | RYAAY | RYANAIR HLDGS PLC | 0.21% | New | 1,023,894 | $125.79M | $122.85 | No quote |
| 82 | ADT | ADT INC | 0.19% | New | 14,491,835 | $114.92M | $7.93 | No quote |
| 83 | FNF | FIDELITY NATIONAL FINANCIAL | 0.19% | Reduce -74.1% | 2,778,668 | $111.2M | $40.02 | No quote |
| 84 | LYV | LIVE NATION ENTERTAINMENT IN | 0.18% | Add +1.9% | 2,628,937 | $110.78M | $42.14 | No quote |
| 85 | CRI | CARTER INC | 0.17% | Reduce -0.7% | 1,006,595 | $104.79M | $104.10 | No quote |
| 86 | CHRW | C H ROBINSON WORLDWIDE INC | 0.17% | Reduce -14.5% | 1,114,790 | $104.47M | $93.71 | No quote |
| 87 | GLPI | GAMING & LEISURE PPTYS INC | 0.17% | Add +10.3% | 3,058,185 | $102.36M | $33.47 | No quote |
| 88 | IQV | IQVIA HLDGS INC | 0.16% | Reduce -5.2% | 989,232 | $97.05M | $98.11 | No quote |
| 89 | CRTO | CRITEO S A | 0.15% | Reduce -0.3% | 3,580,500 | $92.52M | No quote | No quote |
| 90 | LW | LAMB WESTON HLDGS INC | 0.15% | Reduce -1.0% | 1,522,558 | $88.64M | $58.22 | No quote |
| 91 | CVE | CENOVUS ENERGY INC | 0.14% | New | 9,755,372 | $83.01M | $8.51 | No quote |
| 92 | HRI | HERC HLDGS INC | 0.14% | Reduce -6.0% | 1,276,111 | $82.88M | $64.95 | No quote |
| 93 | JPM | JPMORGAN CHASE & CO | 0.14% | Reduce -78.8% | 747,152 | $82.16M | $109.97 | No quote |
| 94 | QRVO | QORVO INC | 0.13% | Add +2664.7% | 1,090,380 | $76.82M | $70.45 | No quote |
| 95 | BKR | BAKER HUGHES A GE CO | 0.13% | Reduce -57.2% | 2,761,493 | $76.69M | $27.77 | No quote |
| 96 | BLK | BLACKROCK INC | 0.10% | Reduce -8.6% | 112,466 | $60.93M | $541.72 | No quote |
| 97 | LIVN | LIVANOVA PLC | 0.09% | Reduce -0.0% | 623,957 | $55.22M | $88.50 | No quote |
| 98 | AXTA | AXALTA COATING SYS LTD | 0.09% | Reduce -10.9% | 1,730,266 | $52.24M | $30.19 | No quote |
| 99 | WCC | WESCO INTL INC | 0.07% | Reduce -0.1% | 712,075 | $44.18M | $62.05 | No quote |
| 100 | BMY | BRISTOL MYERS SQUIBB CO | 0.07% | Add +30.2% | 640,206 | $40.49M | $63.25 | No quote |
| 101 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.07% | Add +12.6% | 4,860,900 | $39.62M | No quote | No quote |
| 102 | LUV | SOUTHWEST AIRLS CO | 0.06% | Add +1837.1% | 632,630 | $36.24M | $57.28 | No quote |
| 103 | DLPH | DELPHI TECHNOLOGIES PLC | 0.06% | - | 748,503 | $35.67M | No quote | No quote |
| 104 | CSL | CARLISLE COS INC | 0.06% | New | 334,511 | $34.93M | $104.41 | No quote |
| 105 | SLCA | U S SILICA HLDGS INC | 0.04% | Add +13973.5% | 957,000 | $24.42M | No quote | No quote |
| 106 | HLT | HILTON WORLDWIDE HLDGS INC | 0.04% | New | 295,087 | $23.24M | $78.76 | No quote |
| 107 | ZBH | ZIMMER BIOMET HLDGS INC | 0.03% | New | 169,710 | $18.51M | $109.04 | No quote |
| 108 | QGEN | QIAGEN NV | 0.03% | Reduce -33.0% | 537,580 | $17.37M | No quote | No quote |
| 109 | TRN | TRINITY INDS INC | 0.03% | Add +720.0% | 514,158 | $16.78M | $32.63 | No quote |
| 110 | FLS | FLOWSERVE CORP | 0.03% | Reduce -2.6% | 373,157 | $16.17M | $43.33 | No quote |
| 111 | WPP | WPP PLC NEW | 0.03% | Reduce -7.8% | 201,900 | $16.06M | No quote | No quote |
| 112 | DXC | DXC TECHNOLOGY CO | 0.03% | Reduce -1.1% | 157,043 | $15.79M | No quote | No quote |
| 113 | OSK | OSHKOSH CORP | 0.02% | Reduce -50.0% | 182,650 | $14.11M | $77.27 | No quote |
| 114 | PFG | PRINCIPAL FINL GROUP INC | 0.02% | Reduce -85.0% | 217,578 | $13.25M | $60.91 | No quote |
| 115 | EXPE | EXPEDIA GROUP INC | 0.02% | Reduce -56.1% | 83,770 | $9.25M | $110.41 | No quote |
| 116 | LBRDA | LIBERTY BROADBAND CORP | 0.01% | New | 95,900 | $8.13M | $84.80 | No quote |
| 117 | USB | US BANCORP DEL | 0.01% | Reduce -3.3% | 87,324 | $4.41M | $50.50 | No quote |
| 118 | ABBV | ABBVIE INC | 0.01% | Reduce -1.9% | 41,300 | $3.91M | $94.65 | No quote |
| 119 | HOG | HARLEY DAVIDSON INC | 0.01% | Reduce -99.1% | 69,414 | $2.98M | $42.87 | No quote |
| 120 | ELLI | ELLIE MAE INC | 0.00% | Add +153.7% | 31,675 | $2.91M | No quote | No quote |
| 121 | DATA | TABLEAU SOFTWARE INC | 0.00% | Add +38.4% | 19,475 | $1.57M | No quote | No quote |
| 122 | AGCO | AGCO CORP | 0.00% | Reduce -4.9% | 16,150 | $1.05M | $64.83 | No quote |
| 123 | BC | BRUNSWICK CORP | 0.00% | Reduce -4.2% | 13,825 | $821K | $59.39 | No quote |
| 124 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 4,750 | $744K | $156.63 | No quote |
| 125 | RRC | RANGE RES CORP | 0.00% | New | 20,000 | $291K | $14.55 | No quote |
| 126 | MSFT | MICROSOFT CORP | 0.00% | Reduce -91.7% | 3,150 | $288K | $91.43 | No quote |
| 127 | AMTD | TD AMERITRADE HLDG CORP | 0.00% | Reduce -98.5% | 3,900 | $231K | No quote | No quote |
| 128 | CVX | CHEVRON CORP NEW | 0.00% | Reduce -41.2% | 2,000 | $228K | $114.00 | No quote |
| 142 | WHR | WHIRLPOOL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 141 | UNP | UNION PAC CORP | - | Sold | 0 | $0 | No quote | No quote |
| 140 | TRCO | TRIBUNE MEDIA CO | - | Sold | 0 | $0 | No quote | No quote |
| 139 | TIF | TIFFANY & CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 138 | PG | PROCTER AND GAMBLE CO | - | Sold | 0 | $0 | No quote | No quote |
| 137 | PCLN | PRICELINE GRP INC | - | Sold | 0 | $0 | No quote | No quote |
| 136 | MTW | MANITOWOC CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | JNJ | JOHNSON & JOHNSON | - | Sold | 0 | $0 | No quote | No quote |
| 134 | INFY | INFOSYS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 133 | HSNI | HSN INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | HD | HOME DEPOT INC | - | Sold | 0 | $0 | No quote | No quote |
| 131 | BKI | BLACK KNIGHT INC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | BIVV | BIOVERATIV INC | - | Sold | 0 | $0 | No quote | No quote |
| 129 | AN | AUTONATION INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | CHK | CHESAPEAKE ENERGY CORPNOTE 5.500% 9/1 | OTHER | 15,000,000 | $12.92M |