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.

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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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 100 of 135 rows. Rows without a quote are marked unavailable.


1	C	CITIGROUP INC	4.44%	Add +0.9%	41,016,421	$2.74B	$66.92	No quote
2	GOOG	ALPHABET INC	4.27%	Add +0.1%	2,366,129	$2.64B	$1115.65	No quote
3	GM	GENERAL MTRS CO	3.87%	Reduce -0.3%	60,734,709	$2.39B	$39.40	No quote
4	BAC	BANK AMER CORP	3.66%	Reduce -0.7%	80,353,421	$2.27B	$28.19	No quote
5	TEL	TE CONNECTIVITY LTD	3.63%	Reduce -0.8%	24,954,372	$2.25B	$90.06	No quote
6	MA	MASTERCARD INCORPORATED	3.26%	Reduce -8.8%	10,262,790	$2.02B	$196.52	No quote
7	AIG	AMERICAN INTL GROUP INC	3.21%	Add +12.7%	37,415,653	$1.98B	$53.02	No quote
8	CHTR	CHARTER COMMUNICATIONS INC N	3.20%	Add +44.5%	6,756,610	$1.98B	$293.21	No quote
9	ORCL	ORACLE CORP	2.93%	Reduce -8.9%	41,198,686	$1.82B	$44.06	No quote
10	WTW	WILLIS TOWERS WATSON PUB LTD	2.69%	Add +2.9%	10,963,703	$1.66B	$151.60	No quote
11	HCA	HCA HEALTHCARE INC	2.49%	Reduce -10.5%	15,042,474	$1.54B	$102.60	No quote
12	LBTYK	LIBERTY GLOBAL PLC	2.25%	Add +24.9%	52,297,766	$1.39B	$26.61	No quote
13	WFC	WELLS FARGO CO NEW	2.20%	Reduce -2.4%	24,595,652	$1.36B	$55.44	No quote
14	GE	GENERAL ELECTRIC CO	1.95%	Add +31.9%	88,860,156	$1.21B	$13.61	No quote
15	TV	GRUPO TELEVISA SA	1.84%	Add +0.5%	59,965,807	$1.14B	No quote	No quote
16	REGN	REGENERON PHARMACEUTICALS	1.76%	Add +85.2%	3,148,677	$1.09B	$344.99	No quote
17	ALLY	ALLY FINL INC	1.72%	Reduce -0.2%	40,393,795	$1.06B	$26.27	No quote
18	NOV	NATIONAL OILWELL VARCO INC	1.64%	Reduce -2.3%	23,368,396	$1.01B	$43.40	No quote
19	FCAU	FIAT CHRYSLER AUTOMOBILES N	1.61%	Add +4.3%	52,671,757	$994.97M	No quote	No quote
20	APA	APACHE CORP	1.43%	Reduce -0.1%	18,968,777	$886.79M	$46.75	No quote
21	CVS	CVS HEALTH CORP	1.40%	Add +18.0%	13,488,896	$868.01M	$64.35	No quote
22	DEO	DIAGEO P L C	1.40%	Reduce -4.0%	6,002,267	$864.39M	$144.01	No quote
23	CMCSA	COMCAST CORP NEW	1.37%	Reduce -10.6%	25,900,770	$849.8M	$32.81	No quote
24	GOOGL	ALPHABET INC	1.36%	Add +0.6%	742,640	$838.58M	$1129.19	No quote
25	V	VISA INC	1.24%	Reduce -5.5%	5,778,961	$765.42M	$132.45	No quote
26	UNH	UNITEDHEALTH GROUP INC	1.16%	Reduce -14.4%	2,931,856	$719.3M	$245.34	No quote
27	COF	CAPITAL ONE FINL CORP	1.16%	Reduce -1.2%	7,804,606	$717.24M	$91.90	No quote
28	BIDU	BAIDU INC	1.14%	Reduce -33.4%	2,910,492	$707.25M	$243.00	No quote
29	AAPL	APPLE INC	1.11%	Reduce -2.7%	3,710,683	$686.88M	$185.11	No quote
30	NFLX	NETFLIX INC	1.08%	Reduce -13.3%	1,709,050	$668.97M	$391.43	No quote
31	MCO	MOODYS CORP	1.08%	Reduce -0.6%	3,903,333	$665.75M	$170.56	No quote
32	APC	ANADARKO PETE CORP	1.07%	Add +0.2%	9,009,363	$659.94M	No quote	No quote
33	AAL	AMERICAN AIRLS GROUP INC	1.06%	Add +29.9%	17,262,654	$655.29M	$37.96	No quote
34	CBRE	CBRE GROUP INC	1.05%	Reduce -8.6%	13,583,119	$648.46M	$47.74	No quote
35	MGM	MGM RESORTS INTERNATIONAL	1.03%	Reduce -1.4%	21,887,621	$635.4M	$29.03	No quote
36	LBTYA	LIBERTY GLOBAL PLC	0.98%	Add +16.7%	22,039,201	$606.96M	$27.54	No quote
37	QRTEA	QURATE RETAIL INC	0.98%	New	28,517,266	$605.14M	No quote	No quote
38	STT	STATE STR CORP	0.96%	Add +0.0%	6,378,155	$593.74M	$93.09	No quote
39	BKNG	BOOKING HLDGS INC	0.93%	Reduce -4.8%	283,999	$575.69M	$2027.09	No quote
40	BK	BANK NEW YORK MELLON CORP	0.85%	Add +0.0%	9,711,639	$523.75M	$53.93	No quote
41	INTC	INTEL CORP	0.83%	Reduce -26.2%	10,362,636	$515.13M	$49.71	No quote
42	BAX	BAXTER INTL INC	0.82%	Reduce -0.3%	6,899,053	$509.43M	$73.84	No quote
43	ADP	AUTOMATIC DATA PROCESSING IN	0.76%	Reduce -0.1%	3,507,102	$470.44M	$134.14	No quote
44	BMY	BRISTOL MYERS SQUIBB CO	0.75%	Add +1214.1%	8,413,076	$465.58M	$55.34	No quote
45	UL	UNILEVER PLC	0.72%	Add +0.1%	8,100,119	$447.77M	$55.28	No quote
46	TXN	TEXAS INSTRS INC	0.69%	Reduce -0.6%	3,885,658	$428.39M	$110.25	No quote
47	JCI	JOHNSON CTLS INTL PLC	0.69%	Reduce -0.3%	12,732,661	$425.91M	$33.45	No quote
48	PH	PARKER HANNIFIN CORP	0.63%	Add +0.1%	2,490,585	$388.16M	$155.85	No quote
49	META	FACEBOOK INC	0.63%	Add +47.9%	1,997,119	$388.08M	$194.32	No quote
50	RYAAY	RYANAIR HLDGS PLC	0.62%	Add +225.7%	3,334,741	$380.93M	$114.23	No quote
51	HLT	HILTON WORLDWIDE HLDGS INC	0.61%	Add +1511.9%	4,756,400	$376.52M	$79.16	No quote
52	IPG	INTERPUBLIC GROUP COS INC	0.58%	Reduce -1.6%	15,414,677	$361.32M	No quote	No quote
53	CHK	CHESAPEAKE ENERGY CORP	0.58%	Add +7.6%	68,301,726	$357.9M	No quote	No quote
54	ARNC	ARCONIC INC	0.57%	Add +9.8%	20,694,306	$352.01M	No quote	No quote
55	PM	PHILIP MORRIS INTL INC	0.55%	Add +21.8%	4,251,689	$343.28M	$80.74	No quote
56	MDT	MEDTRONIC PLC	0.54%	Reduce -3.1%	3,872,374	$331.51M	$85.61	No quote
57	AON	AON PLC	0.53%	Reduce -26.2%	2,392,409	$328.17M	$137.17	No quote
58	GS	GOLDMAN SACHS GROUP INC	0.51%	Reduce -0.1%	1,437,665	$317.11M	$220.57	No quote
59	CAT	CATERPILLAR INC DEL	0.49%	Reduce -13.8%	2,254,685	$305.89M	$135.67	No quote
60	FDX	FEDEX CORP	0.48%	Reduce -19.2%	1,316,041	$298.82M	$227.06	No quote
61	DOV	DOVER CORP	0.46%	Reduce -0.3%	3,911,557	$286.33M	$73.20	No quote
62	LEA	LEAR CORP	0.46%	Add +6.4%	1,529,198	$284.14M	$185.81	No quote
63	KMX	CARMAX INC	0.45%	Reduce -34.1%	3,857,472	$281.09M	$72.87	No quote
64	THC	TENET HEALTHCARE CORP	0.40%	Reduce -1.5%	7,343,586	$246.52M	$33.57	No quote
65	NWSA	NEWS CORP NEW	0.40%	Reduce -0.0%	15,858,868	$245.81M	$15.50	No quote
66	CVE	CENOVUS ENERGY INC	0.39%	Add +140.8%	23,489,502	$243.74M	$10.38	No quote
67	USG	U S G CORP	0.38%	Reduce -15.0%	5,462,769	$235.56M	No quote	No quote
68	HHC	HOWARD HUGHES CORP	0.38%	Reduce -0.2%	1,771,333	$234.7M	No quote	No quote
69	ADNT	ADIENT PLC	0.37%	Reduce -4.1%	4,602,017	$226.37M	$49.19	No quote
70	IT	GARTNER INC	0.37%	New	1,701,640	$226.15M	$132.90	No quote
71	CMI	CUMMINS INC	0.36%	Add +72.2%	1,695,836	$225.55M	$133.00	No quote
72	FL	FOOT LOCKER INC	0.35%	Reduce -0.1%	4,156,080	$218.82M	No quote	No quote
73	COMM	COMMSCOPE HLDG CO INC	0.35%	Reduce -16.6%	7,402,214	$216.18M	No quote	No quote
74	BWA	BORGWARNER INC	0.34%	Reduce -0.1%	4,937,818	$213.12M	$43.16	No quote
75	APTV	APTIV PLC	0.33%	Add +0.1%	2,249,005	$206.08M	$91.63	No quote
76	CLGX	CORELOGIC INC	0.33%	Add +4.0%	3,953,354	$205.18M	No quote	No quote
77	WFT	WEATHERFORD INTL PLC	0.33%	Reduce -0.8%	62,222,909	$204.71M	No quote	No quote
78	LBRDK	LIBERTY BROADBAND CORP	0.33%	Reduce -10.9%	2,682,509	$203.12M	$75.72	No quote
79	PDCE	PDC ENERGY INC	0.32%	Add +5.6%	3,255,065	$196.77M	No quote	No quote
80	UA	UNDER ARMOUR INC	0.30%	Reduce -5.6%	8,951,323	$188.69M	$21.08	No quote
81	LUV	SOUTHWEST AIRLS CO	0.27%	Add +412.0%	3,239,092	$164.81M	$50.88	No quote
82	ADT	ADT INC	0.27%	Add +31.4%	19,034,830	$164.65M	$8.65	No quote
83	FLEX	FLEX LTD	0.24%	Reduce -15.7%	10,326,355	$145.71M	$14.11	No quote
84	LYV	LIVE NATION ENTERTAINMENT IN	0.20%	Reduce -1.4%	2,592,137	$125.9M	$48.57	No quote
85	CRTO	CRITEO S A	0.19%	Reduce -0.3%	3,569,100	$117.25M	No quote	No quote
86	GLPI	GAMING & LEISURE PPTYS INC	0.18%	Add +0.9%	3,084,725	$110.43M	$35.80	No quote
87	CDW	CDW CORP	0.18%	Reduce -46.5%	1,350,120	$109.08M	$80.79	No quote
88	CRI	CARTER INC	0.18%	Reduce -0.2%	1,004,135	$108.84M	$108.39	No quote
89	IQV	IQVIA HLDGS INC	0.16%	Reduce -2.4%	965,641	$96.39M	$99.82	No quote
90	BKR	BAKER HUGHES A GE CO	0.15%	-	2,761,493	$91.21M	$33.03	No quote
91	QRVO	QORVO INC	0.14%	Add +0.1%	1,091,205	$87.48M	$80.17	No quote
92	APY	APERGY CORP	0.13%	New	1,953,753	$81.57M	No quote	No quote
93	HRI	HERC HLDGS INC	0.12%	Reduce -0.1%	1,274,896	$71.83M	$56.34	No quote
94	CHRW	C H ROBINSON WORLDWIDE INC	0.11%	Reduce -28.8%	793,470	$66.38M	$83.66	No quote
95	CSL	CARLISLE COS INC	0.10%	Add +72.3%	576,350	$62.42M	$108.31	No quote
96	LIVN	LIVANOVA PLC	0.10%	Reduce -0.3%	622,157	$62.1M	$99.82	No quote
97	BLK	BLACKROCK INC	0.09%	Reduce -4.3%	107,656	$53.73M	$499.04	No quote
98	AXTA	AXALTA COATING SYS LTD	0.08%	Reduce -4.9%	1,644,756	$49.85M	$30.31	No quote
99	CDEV	CENTENNIAL RESOURCE DEV INC	0.08%	New	2,701,051	$48.78M	No quote	No quote
100	JPM	JPMORGAN CHASE & CO	0.08%	Reduce -38.2%	461,744	$48.11M	$104.20	No quote
101	WCC	WESCO INTL INC	0.07%	Reduce -0.2%	710,575	$40.57M	$57.10	No quote
102	DLPH	DELPHI TECHNOLOGIES PLC	0.06%	Add +0.0%	748,703	$34.04M	No quote	No quote
103	LW	LAMB WESTON HLDGS INC	0.05%	Reduce -67.9%	488,058	$33.44M	$68.51	No quote
104	SLCA	U S SILICA HLDGS INC	0.04%	Add +4.2%	996,700	$25.61M	No quote	No quote
105	VLRS	CONTROLADORA VUELA CIA DE AV	0.04%	Add +3.0%	5,008,400	$25.44M	No quote	No quote
106	ZBH	ZIMMER BIOMET HLDGS INC	0.04%	Add +30.1%	220,700	$24.6M	$111.44	No quote
107	TRN	TRINITY INDS INC	0.04%	Add +35.5%	696,468	$23.86M	$34.26	No quote
108	DXC	DXC TECHNOLOGY CO	0.04%	Add +84.4%	289,603	$23.35M	No quote	No quote
109	EFX	EQUIFAX INC	0.04%	New	179,890	$22.51M	$125.11	No quote
110	JLL	JONES LANG LASALLE INC	0.02%	Reduce -92.7%	86,115	$14.29M	$165.99	No quote
111	FLS	FLOWSERVE CORP	0.02%	Reduce -8.5%	341,307	$13.79M	$40.40	No quote
112	WPP	WPP PLC NEW	0.02%	Reduce -17.5%	166,600	$13.09M	No quote	No quote
113	PFG	PRINCIPAL FINL GROUP INC	0.02%	Reduce -5.8%	205,019	$10.86M	$52.95	No quote
114	OSK	OSHKOSH CORP	0.01%	Reduce -30.2%	127,500	$8.97M	$70.32	No quote
115	USB	US BANCORP DEL	0.01%	Reduce -6.0%	82,120	$4.11M	$50.02	No quote
116	ELLI	ELLIE MAE INC	0.01%	Add +20.7%	38,245	$3.97M	No quote	No quote
117	ABBV	ABBVIE INC	0.00%	Reduce -45.7%	22,429	$2.08M	$92.65	No quote
118	DATA	TABLEAU SOFTWARE INC	0.00%	Reduce -3.5%	18,800	$1.84M	No quote	No quote
119	THO	THOR INDS INC	0.00%	New	13,176	$1.28M	$97.37	No quote
120	BC	BRUNSWICK CORP	0.00%	Reduce -3.8%	13,300	$858K	$64.51	No quote
121	ITW	ILLINOIS TOOL WKS INC	0.00%	-	4,750	$658K	$138.53	No quote
122	RRC	RANGE RES CORP	0.00%	-	20,000	$335K	$16.75	No quote
123	MSFT	MICROSOFT CORP	0.00%	Reduce -17.5%	2,600	$256K	$98.46	No quote
124	CVX	CHEVRON CORP NEW	0.00%	-	2,000	$253K	$126.50	No quote
134	AMTD	TD AMERITRADE HLDG CORP	-	Sold	0	$0	No quote	No quote
133	QGEN	QIAGEN NV	-	Sold	0	$0	No quote	No quote
132	QVCA	LIBERTY INTERACTIVE CORP	-	Sold	0	$0	No quote	No quote
131	LBRDA	LIBERTY BROADBAND CORP	-	Sold	0	$0	No quote	No quote
130	HOG	HARLEY DAVIDSON INC	-	Sold	0	$0	No quote	No quote
129	FNF	FIDELITY NATIONAL FINANCIAL	-	Sold	0	$0	No quote	No quote
128	EXPE	EXPEDIA GROUP INC	-	Sold	0	$0	No quote	No quote
127	BUFF	BLUE BUFFALO PET PRODS INC	-	Sold	0	$0	No quote	No quote
126	AGCO	AGCO CORP	-	Sold	0	$0	No quote	No quote
125	AFL	AFLAC 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	$15.24M