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.
Get email alerts when Bill Nygren files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 99 of 129 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 4.41% | Reduce -4.7% | 39,094,716 | $2.8B | $71.74 | No quote |
| 2 | GOOG | ALPHABET INC | 4.31% | Reduce -2.8% | 2,300,088 | $2.75B | $1193.47 | No quote |
| 3 | BAC | BANK AMER CORP | 3.72% | Add +0.1% | 80,437,903 | $2.37B | $29.46 | No quote |
| 4 | TEL | TE CONNECTIVITY LTD | 3.48% | Add +0.9% | 25,169,453 | $2.21B | $87.93 | No quote |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | 3.43% | Reduce -0.8% | 6,703,968 | $2.18B | $325.88 | No quote |
| 6 | MA | MASTERCARD INCORPORATED | 3.18% | Reduce -11.5% | 9,082,367 | $2.02B | $222.61 | No quote |
| 7 | GM | GENERAL MTRS CO | 3.17% | Reduce -1.4% | 59,901,871 | $2.02B | $33.67 | No quote |
| 8 | AIG | AMERICAN INTL GROUP INC | 3.07% | Reduce -1.9% | 36,722,265 | $1.96B | $53.24 | No quote |
| 9 | ORCL | ORACLE CORP | 2.87% | Reduce -13.9% | 35,476,858 | $1.83B | $51.56 | No quote |
| 10 | HCA | HCA HEALTHCARE INC | 2.68% | Reduce -18.4% | 12,277,114 | $1.71B | $139.12 | No quote |
| 11 | LBTYK | LIBERTY GLOBAL PLC | 2.34% | Add +0.9% | 52,788,791 | $1.49B | $28.16 | No quote |
| 12 | WTW | WILLIS TOWERS WATSON PUB LTD | 2.16% | Reduce -11.2% | 9,731,267 | $1.37B | $140.94 | No quote |
| 13 | REGN | REGENERON PHARMACEUTICALS | 2.02% | Add +0.8% | 3,173,644 | $1.28B | $404.04 | No quote |
| 14 | WFC | WELLS FARGO CO NEW | 1.91% | Reduce -6.0% | 23,114,588 | $1.21B | $52.56 | No quote |
| 15 | TV | GRUPO TELEVISA SA | 1.67% | Reduce -0.1% | 59,910,348 | $1.06B | No quote | No quote |
| 16 | ALLY | ALLY FINL INC | 1.64% | Reduce -2.0% | 39,568,743 | $1.05B | $26.45 | No quote |
| 17 | CVS | CVS HEALTH CORP | 1.62% | Reduce -2.7% | 13,124,944 | $1.03B | $78.72 | No quote |
| 18 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.60% | Add +10.5% | 58,213,810 | $1.02B | No quote | No quote |
| 19 | GE | GENERAL ELECTRIC CO | 1.60% | Add +1.4% | 90,149,392 | $1.02B | $11.29 | No quote |
| 20 | RYAAY | RYANAIR HLDGS PLC | 1.56% | Add +210.6% | 10,356,063 | $994.6M | $96.04 | No quote |
| 21 | NOV | NATIONAL OILWELL VARCO INC | 1.52% | Reduce -4.1% | 22,407,407 | $965.31M | $43.08 | No quote |
| 22 | CMCSA | COMCAST CORP NEW | 1.43% | Reduce -0.6% | 25,735,910 | $911.31M | $35.41 | No quote |
| 23 | GOOGL | ALPHABET INC | 1.41% | Add +0.3% | 744,907 | $899.16M | $1207.08 | No quote |
| 24 | APA | APACHE CORP | 1.39% | Reduce -2.1% | 18,569,065 | $885.19M | $47.67 | No quote |
| 25 | V | VISA INC | 1.34% | Reduce -1.5% | 5,692,369 | $854.37M | $150.09 | No quote |
| 26 | DEO | DIAGEO P L C | 1.33% | Reduce -0.6% | 5,966,285 | $845.24M | $141.67 | No quote |
| 27 | AAPL | APPLE INC | 1.31% | Reduce -0.6% | 3,689,592 | $832.89M | $225.74 | No quote |
| 28 | UNH | UNITEDHEALTH GROUP INC | 1.14% | Reduce -7.1% | 2,724,321 | $724.78M | $266.04 | No quote |
| 29 | COF | CAPITAL ONE FINL CORP | 1.13% | Reduce -2.8% | 7,588,215 | $720.35M | $94.93 | No quote |
| 30 | AAL | AMERICAN AIRLS GROUP INC | 1.08% | Reduce -3.7% | 16,622,725 | $687.02M | $41.33 | No quote |
| 31 | CVE | CENOVUS ENERGY INC | 1.06% | Add +186.1% | 67,192,709 | $674.21M | $10.03 | No quote |
| 32 | LBTYA | LIBERTY GLOBAL PLC | 1.06% | Add +5.4% | 23,236,699 | $672.24M | $28.93 | No quote |
| 33 | MCO | MOODYS CORP | 1.01% | Reduce -1.6% | 3,839,722 | $642M | $167.20 | No quote |
| 34 | QRTEA | QURATE RETAIL INC | 0.97% | Reduce -2.3% | 27,854,389 | $618.65M | No quote | No quote |
| 35 | NFLX | NETFLIX INC | 0.96% | Reduce -4.6% | 1,629,897 | $609.79M | $374.13 | No quote |
| 36 | APC | ANADARKO PETE CORP | 0.95% | Add +0.1% | 9,014,830 | $607.69M | No quote | No quote |
| 37 | MGM | MGM RESORTS INTERNATIONAL | 0.95% | Reduce -0.5% | 21,772,023 | $607.66M | $27.91 | No quote |
| 38 | CBRE | CBRE GROUP INC | 0.93% | Reduce -1.1% | 13,427,940 | $592.17M | $44.10 | No quote |
| 39 | HLT | HILTON WORLDWIDE HLDGS INC | 0.90% | Add +48.7% | 7,071,701 | $571.25M | $80.78 | No quote |
| 40 | STT | STATE STR CORP | 0.90% | Add +6.6% | 6,799,715 | $569.68M | $83.78 | No quote |
| 41 | BKNG | BOOKING HLDGS INC | 0.88% | Reduce -1.2% | 280,718 | $556.95M | $1984.00 | No quote |
| 42 | ADP | AUTOMATIC DATA PROCESSING IN | 0.83% | Reduce -0.3% | 3,496,348 | $526.76M | $150.66 | No quote |
| 43 | BAX | BAXTER INTL INC | 0.82% | Reduce -1.3% | 6,810,284 | $525.01M | $77.09 | No quote |
| 44 | BK | BANK NEW YORK MELLON CORP | 0.82% | Add +5.8% | 10,273,504 | $523.85M | $50.99 | No quote |
| 45 | BMY | BRISTOL MYERS SQUIBB CO | 0.78% | Reduce -4.6% | 8,024,109 | $498.14M | $62.08 | No quote |
| 46 | INTC | INTEL CORP | 0.76% | Reduce -1.4% | 10,212,903 | $482.97M | $47.29 | No quote |
| 47 | BIDU | BAIDU INC | 0.76% | Reduce -27.5% | 2,109,122 | $482.31M | $228.68 | No quote |
| 48 | PH | PARKER HANNIFIN CORP | 0.72% | Add +0.0% | 2,491,350 | $458.23M | $183.93 | No quote |
| 49 | UL | UNILEVER PLC | 0.70% | Add +0.0% | 8,102,397 | $445.39M | $54.97 | No quote |
| 50 | ARNC | ARCONIC INC | 0.67% | Reduce -6.1% | 19,433,656 | $427.74M | No quote | No quote |
| 51 | TXN | TEXAS INSTRS INC | 0.65% | Reduce -0.7% | 3,857,910 | $413.92M | $107.29 | No quote |
| 52 | JCI | JOHNSON CTLS INTL PLC | 0.65% | Reduce -7.8% | 11,744,631 | $411.06M | $35.00 | No quote |
| 53 | CAT | CATERPILLAR INC DEL | 0.61% | Add +12.8% | 2,542,285 | $387.67M | $152.49 | No quote |
| 54 | MDT | MEDTRONIC PLC | 0.58% | Reduce -3.4% | 3,741,857 | $368.09M | $98.37 | No quote |
| 55 | AON | AON PLC | 0.56% | Reduce -3.7% | 2,302,911 | $354.14M | $153.78 | No quote |
| 56 | IPG | INTERPUBLIC GROUP COS INC | 0.54% | Reduce -2.0% | 15,098,092 | $345.29M | No quote | No quote |
| 57 | PM | PHILIP MORRIS INTL INC | 0.54% | Reduce -0.6% | 4,225,168 | $344.52M | $81.54 | No quote |
| 58 | META | FACEBOOK INC | 0.51% | Reduce -1.7% | 1,963,521 | $322.92M | $164.46 | No quote |
| 59 | FDX | FEDEX CORP | 0.50% | Reduce -0.2% | 1,313,248 | $316.22M | $240.79 | No quote |
| 60 | GS | GOLDMAN SACHS GROUP INC | 0.49% | Reduce -3.5% | 1,387,825 | $311.21M | $224.24 | No quote |
| 61 | CHK | CHESAPEAKE ENERGY CORP | 0.48% | Reduce -0.1% | 68,267,091 | $306.52M | No quote | No quote |
| 62 | IT | GARTNER INC | 0.48% | Add +13.6% | 1,932,960 | $306.37M | $158.50 | No quote |
| 63 | FLEX | FLEX LTD | 0.48% | Add +123.5% | 23,083,721 | $302.86M | $13.12 | No quote |
| 64 | LEA | LEAR CORP | 0.47% | Add +35.0% | 2,064,643 | $299.37M | $145.00 | No quote |
| 65 | DXC | DXC TECHNOLOGY CO | 0.46% | Add +969.8% | 3,098,167 | $289.74M | No quote | No quote |
| 66 | DOV | DOVER CORP | 0.44% | Reduce -19.0% | 3,169,814 | $280.62M | $88.53 | No quote |
| 67 | CMI | CUMMINS INC | 0.44% | Add +11.8% | 1,895,394 | $276.86M | $146.07 | No quote |
| 68 | LUV | SOUTHWEST AIRLS CO | 0.40% | Add +26.7% | 4,104,697 | $256.34M | $62.45 | No quote |
| 69 | LBRDK | LIBERTY BROADBAND CORP | 0.36% | Add +2.3% | 2,744,121 | $231.33M | $84.30 | No quote |
| 70 | SCHW | SCHWAB CHARLES CORP NEW | 0.36% | New | 4,691,626 | $230.59M | $49.15 | No quote |
| 71 | BWA | BORGWARNER INC | 0.35% | Add +4.0% | 5,132,927 | $219.59M | $42.78 | No quote |
| 72 | HHC | HOWARD HUGHES CORP | 0.34% | Reduce -0.2% | 1,767,552 | $219.57M | No quote | No quote |
| 73 | ADNT | ADIENT PLC | 0.34% | Add +19.8% | 5,510,757 | $216.63M | $39.31 | No quote |
| 74 | THC | TENET HEALTHCARE CORP | 0.34% | Add +2.1% | 7,494,955 | $213.31M | $28.46 | No quote |
| 75 | FL | FOOT LOCKER INC | 0.33% | Reduce -0.0% | 4,154,730 | $211.81M | No quote | No quote |
| 76 | CLGX | CORELOGIC INC | 0.32% | Add +4.3% | 4,122,698 | $203.7M | No quote | No quote |
| 77 | WFT | WEATHERFORD INTL PLC | 0.31% | Add +15.4% | 71,800,681 | $194.58M | No quote | No quote |
| 78 | APTV | APTIV PLC | 0.30% | Add +0.0% | 2,249,615 | $188.74M | $83.90 | No quote |
| 79 | UA | UNDER ARMOUR INC | 0.28% | Add +1.6% | 9,091,349 | $176.92M | $19.46 | No quote |
| 80 | ADT | ADT INC | 0.27% | Reduce -4.3% | 18,219,029 | $171.08M | $9.39 | No quote |
| 81 | PDCE | PDC ENERGY INC | 0.25% | Add +0.3% | 3,264,905 | $159.85M | No quote | No quote |
| 82 | KMX | CARMAX INC | 0.24% | Reduce -46.6% | 2,061,094 | $153.9M | $74.67 | No quote |
| 83 | NWSA | NEWS CORP NEW | 0.23% | Reduce -31.5% | 10,861,238 | $143.26M | $13.19 | No quote |
| 84 | LYV | LIVE NATION ENTERTAINMENT IN | 0.22% | Reduce -1.6% | 2,552,037 | $139.01M | $54.47 | No quote |
| 85 | COMM | COMMSCOPE HLDG CO INC | 0.21% | Reduce -40.5% | 4,404,898 | $135.5M | No quote | No quote |
| 86 | USG | U S G CORP | 0.21% | Reduce -43.1% | 3,110,502 | $134.72M | No quote | No quote |
| 87 | CDEV | CENTENNIAL RESOURCE DEV INC | 0.20% | Add +116.9% | 5,857,751 | $127.99M | No quote | No quote |
| 88 | DLPH | DELPHI TECHNOLOGIES PLC | 0.19% | Add +409.3% | 3,812,758 | $119.57M | No quote | No quote |
| 89 | GLPI | GAMING & LEISURE PPTYS INC | 0.17% | Add +0.7% | 3,107,258 | $109.53M | $35.25 | No quote |
| 90 | POST | POST HLDGS INC | 0.16% | New | 1,033,975 | $101.37M | $98.04 | No quote |
| 91 | CRI | CARTERS INC | 0.16% | Reduce -0.3% | 1,001,364 | $98.73M | $98.60 | No quote |
| 92 | CSL | CARLISLE COS INC | 0.15% | Add +34.6% | 775,870 | $94.5M | $121.80 | No quote |
| 93 | BKR | BAKER HUGHES A GE CO | 0.13% | Reduce -8.8% | 2,518,624 | $85.21M | $33.83 | No quote |
| 94 | APY | APERGY CORP | 0.13% | Reduce -0.1% | 1,950,757 | $84.98M | No quote | No quote |
| 95 | QRVO | QORVO INC | 0.13% | Reduce -0.7% | 1,083,630 | $83.32M | $76.89 | No quote |
| 96 | CRTO | CRITEO S A | 0.12% | Reduce -8.6% | 3,262,700 | $74.85M | No quote | No quote |
| 97 | LIVN | LIVANOVA PLC | 0.11% | Reduce -5.6% | 587,257 | $72.8M | $123.97 | No quote |
| 98 | HRI | HERC HLDGS INC | 0.11% | Add +3.2% | 1,316,236 | $67.39M | $51.20 | No quote |
| 99 | BLK | BLACKROCK INC | 0.09% | Add +17.8% | 126,838 | $59.78M | $471.33 | No quote |
| 100 | CHRW | C H ROBINSON WORLDWIDE INC | 0.09% | Reduce -24.8% | 596,483 | $58.41M | $97.92 | No quote |
| 101 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.08% | Add +35.5% | 6,786,250 | $50.63M | No quote | No quote |
| 102 | WCC | WESCO INTL INC | 0.07% | Reduce -0.0% | 710,400 | $43.65M | $61.45 | No quote |
| 103 | SLCA | U S SILICA HLDGS INC | 0.07% | Add +131.7% | 2,309,800 | $43.49M | No quote | No quote |
| 104 | THO | THOR INDS INC | 0.06% | Add +3201.1% | 434,958 | $36.41M | $83.70 | No quote |
| 105 | AXTA | AXALTA COATING SYS LTD | 0.05% | Reduce -38.6% | 1,009,791 | $29.45M | $29.16 | No quote |
| 106 | ZBH | ZIMMER BIOMET HLDGS INC | 0.04% | Reduce -5.5% | 208,557 | $27.42M | $131.47 | No quote |
| 107 | EFX | EQUIFAX INC | 0.04% | Add +14.8% | 206,558 | $26.97M | $130.57 | No quote |
| 108 | CDW | CDW CORP | 0.04% | Reduce -77.9% | 298,581 | $26.55M | $88.92 | No quote |
| 109 | TRN | TRINITY INDS INC | 0.04% | Add +0.0% | 696,518 | $25.52M | $36.64 | No quote |
| 110 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04% | New | 557,571 | $24.62M | $44.16 | No quote |
| 111 | WPP | WPP PLC NEW | 0.02% | Reduce -4.3% | 159,400 | $11.68M | No quote | No quote |
| 112 | JPM | JPMORGAN CHASE & CO | 0.01% | Reduce -91.4% | 39,574 | $4.47M | $112.85 | No quote |
| 113 | ELLI | ELLIE MAE INC | 0.01% | Add +19.8% | 45,820 | $4.34M | No quote | No quote |
| 114 | USB | US BANCORP DEL | 0.00% | Reduce -61.5% | 31,622 | $1.67M | $52.81 | No quote |
| 115 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | New | 26,975 | $1.41M | $52.34 | No quote |
| 116 | BC | BRUNSWICK CORP | 0.00% | Reduce -0.8% | 13,200 | $885K | $67.05 | No quote |
| 117 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -15.8% | 4,000 | $564K | $141.00 | No quote |
| 118 | RRC | RANGE RES CORP | 0.00% | - | 20,000 | $340K | $17.00 | No quote |
| 119 | PFG | PRINCIPAL FINL GROUP INC | 0.00% | Reduce -97.4% | 5,350 | $313K | $58.50 | No quote |
| 120 | MSFT | MICROSOFT CORP | 0.00% | Reduce -3.9% | 2,500 | $286K | $114.40 | No quote |
| 121 | JLL | JONES LANG LASALLE INC | 0.00% | Reduce -97.7% | 1,950 | $281K | $144.10 | No quote |
| 122 | CVX | CHEVRON CORP NEW | 0.00% | - | 2,000 | $245K | $122.50 | No quote |
| 128 | DATA | TABLEAU SOFTWARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 127 | OSK | OSHKOSH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 126 | LW | LAMB WESTON HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | IQV | IQVIA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 124 | FLS | FLOWSERVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 123 | ABBV | ABBVIE 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 | $14.82M |