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 101 of 130 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 4.80% | Reduce -0.2% | 2,295,072 | $2.38B | $1035.61 | No quote |
| 2 | GM | GENERAL MTRS CO | 4.21% | Add +4.2% | 62,412,310 | $2.09B | $33.45 | No quote |
| 3 | BAC | BANK AMER CORP | 4.03% | Add +0.8% | 81,107,007 | $2B | $24.64 | No quote |
| 4 | C | CITIGROUP INC | 3.94% | Reduce -3.9% | 37,552,566 | $1.95B | $52.06 | No quote |
| 5 | TEL | TE CONNECTIVITY LTD | 3.71% | Reduce -3.3% | 24,345,438 | $1.84B | $75.63 | No quote |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 3.58% | Reduce -7.2% | 6,219,181 | $1.77B | $284.97 | No quote |
| 7 | AIG | AMERICAN INTL GROUP INC | 2.92% | Reduce -0.1% | 36,697,379 | $1.45B | $39.41 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 2.77% | Reduce -19.9% | 7,277,453 | $1.37B | $188.65 | No quote |
| 9 | REGN | REGENERON PHARMACEUTICALS | 2.27% | Reduce -5.1% | 3,011,408 | $1.12B | $373.50 | No quote |
| 10 | RYAAY | RYANAIR HLDGS PLC | 2.07% | Add +38.6% | 14,358,251 | $1.02B | $71.34 | No quote |
| 11 | WFC | WELLS FARGO CO NEW | 2.04% | Reduce -5.0% | 21,950,927 | $1.01B | $46.08 | No quote |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | 1.91% | Add +86.7% | 13,199,591 | $947.73M | $71.80 | No quote |
| 13 | GE | GENERAL ELECTRIC CO | 1.86% | Add +35.1% | 121,783,710 | $921.9M | $7.57 | No quote |
| 14 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.84% | Add +8.3% | 63,059,845 | $911.85M | No quote | No quote |
| 15 | ALLY | ALLY FINL INC | 1.81% | Reduce -0.0% | 39,562,868 | $896.5M | $22.66 | No quote |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 1.75% | Reduce -20.4% | 42,007,872 | $867.04M | $20.64 | No quote |
| 17 | NFLX | NETFLIX INC | 1.68% | Add +90.8% | 3,109,548 | $832.3M | $267.66 | No quote |
| 18 | CMCSA | COMCAST CORP NEW | 1.67% | Reduce -5.3% | 24,376,857 | $830.03M | $34.05 | No quote |
| 19 | HCA | HCA HEALTHCARE INC | 1.62% | Reduce -47.5% | 6,442,798 | $801.81M | $124.45 | No quote |
| 20 | CVS | CVS HEALTH CORP | 1.57% | Reduce -9.5% | 11,875,407 | $778.08M | $65.52 | No quote |
| 21 | ORCL | ORACLE CORP | 1.56% | Reduce -51.7% | 17,119,378 | $772.94M | $45.15 | No quote |
| 22 | TV | GRUPO TELEVISA SA | 1.53% | Add +0.4% | 60,148,738 | $756.67M | No quote | No quote |
| 23 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.48% | Reduce -50.5% | 4,816,138 | $731.38M | $151.86 | No quote |
| 24 | GOOGL | ALPHABET INC | 1.35% | Reduce -14.3% | 638,098 | $666.79M | $1044.96 | No quote |
| 25 | COF | CAPITAL ONE FINL CORP | 1.23% | Add +6.4% | 8,070,530 | $610.05M | $75.59 | No quote |
| 26 | AAL | AMERICAN AIRLS GROUP INC | 1.23% | Add +14.0% | 18,951,352 | $608.53M | $32.11 | No quote |
| 27 | AAPL | APPLE INC | 1.21% | Add +3.1% | 3,805,794 | $600.33M | $157.74 | No quote |
| 28 | DEO | DIAGEO P L C | 1.21% | Reduce -29.3% | 4,219,074 | $598.27M | $141.80 | No quote |
| 29 | APC | ANADARKO PETE CORP | 1.20% | Add +49.9% | 13,514,955 | $592.5M | No quote | No quote |
| 30 | NOV | NATIONAL OILWELL VARCO INC | 1.18% | Add +1.8% | 22,820,259 | $586.48M | $25.70 | No quote |
| 31 | SCHW | SCHWAB CHARLES CORP NEW | 1.17% | Add +197.1% | 13,940,097 | $578.93M | $41.53 | No quote |
| 32 | CBRE | CBRE GROUP INC | 1.17% | Add +7.5% | 14,433,299 | $577.91M | $40.04 | No quote |
| 33 | BKNG | BOOKING HLDGS INC | 1.13% | Add +15.4% | 323,988 | $558.04M | $1722.42 | No quote |
| 34 | V | VISA INC | 1.12% | Reduce -26.3% | 4,195,267 | $553.52M | $131.94 | No quote |
| 35 | LBTYA | LIBERTY GLOBAL PLC | 1.09% | Add +8.9% | 25,294,509 | $539.78M | $21.34 | No quote |
| 36 | QRTEA | QURATE RETAIL INC | 1.09% | Reduce -0.9% | 27,610,598 | $538.96M | No quote | No quote |
| 37 | MCO | MOODYS CORP | 1.08% | Reduce -0.9% | 3,805,977 | $532.99M | $140.04 | No quote |
| 38 | CVE | CENOVUS ENERGY INC | 1.05% | Add +10.0% | 73,886,985 | $519.34M | $7.03 | No quote |
| 39 | STT | STATE STR CORP | 1.04% | Add +20.6% | 8,200,705 | $517.22M | $63.07 | No quote |
| 40 | APA | APACHE CORP | 1.04% | Add +5.8% | 19,644,841 | $515.68M | $26.25 | No quote |
| 41 | BK | BANK NEW YORK MELLON CORP | 1.03% | Add +5.4% | 10,826,019 | $509.58M | $47.07 | No quote |
| 42 | BIDU | BAIDU INC | 1.01% | Add +49.6% | 3,155,245 | $500.42M | $158.60 | No quote |
| 43 | INTC | INTEL CORP | 0.96% | Reduce -0.8% | 10,131,163 | $475.46M | $46.93 | No quote |
| 44 | MGM | MGM RESORTS INTERNATIONAL | 0.94% | Reduce -12.0% | 19,165,903 | $464.97M | $24.26 | No quote |
| 45 | CAT | CATERPILLAR INC DEL | 0.90% | Add +38.8% | 3,529,388 | $448.48M | $127.07 | No quote |
| 46 | LEA | LEAR CORP | 0.85% | Add +65.9% | 3,424,807 | $420.77M | $122.86 | No quote |
| 47 | BMY | BRISTOL MYERS SQUIBB CO | 0.76% | Reduce -9.7% | 7,242,366 | $376.46M | $51.98 | No quote |
| 48 | META | FACEBOOK INC | 0.75% | Add +44.6% | 2,839,715 | $372.26M | $131.09 | No quote |
| 49 | PH | PARKER HANNIFIN CORP | 0.75% | Reduce -0.1% | 2,490,145 | $371.38M | $149.14 | No quote |
| 50 | BAX | BAXTER INTL INC | 0.74% | Reduce -18.0% | 5,585,064 | $367.61M | $65.82 | No quote |
| 51 | TXN | TEXAS INSTRS INC | 0.73% | Reduce -0.5% | 3,840,731 | $362.95M | $94.50 | No quote |
| 52 | HAL | HALLIBURTON CO | 0.68% | New | 12,660,135 | $336.51M | $26.58 | No quote |
| 53 | ARNC | ARCONIC INC | 0.62% | Reduce -5.9% | 18,284,546 | $308.28M | No quote | No quote |
| 54 | UNH | UNITEDHEALTH GROUP INC | 0.62% | Reduce -55.0% | 1,226,011 | $305.42M | $249.12 | No quote |
| 55 | PM | PHILIP MORRIS INTL INC | 0.56% | Reduce -1.3% | 4,172,473 | $278.55M | $66.76 | No quote |
| 56 | IPG | INTERPUBLIC GROUP COS INC | 0.54% | Reduce -13.3% | 13,084,919 | $269.94M | No quote | No quote |
| 57 | ADP | AUTOMATIC DATA PROCESSING IN | 0.53% | Reduce -42.5% | 2,010,938 | $263.67M | $131.12 | No quote |
| 58 | CMI | CUMMINS INC | 0.50% | Reduce -1.3% | 1,870,424 | $249.96M | $133.64 | No quote |
| 59 | IT | GARTNER INC | 0.49% | Reduce -1.1% | 1,912,018 | $244.43M | $127.84 | No quote |
| 60 | DXC | DXC TECHNOLOGY CO | 0.47% | Add +42.8% | 4,423,822 | $235.22M | No quote | No quote |
| 61 | BWA | BORGWARNER INC | 0.47% | Add +29.8% | 6,663,643 | $231.5M | $34.74 | No quote |
| 62 | GS | GOLDMAN SACHS GROUP INC | 0.46% | Reduce -1.7% | 1,364,085 | $227.87M | $167.05 | No quote |
| 63 | JCI | JOHNSON CTLS INTL PLC | 0.45% | Reduce -35.3% | 7,599,381 | $225.32M | $29.65 | No quote |
| 64 | LUV | SOUTHWEST AIRLS CO | 0.45% | Add +16.8% | 4,792,368 | $222.75M | $46.48 | No quote |
| 65 | FL | FOOT LOCKER INC | 0.45% | Reduce -0.0% | 4,153,230 | $220.95M | No quote | No quote |
| 66 | FDX | FEDEX CORP | 0.43% | Reduce -0.1% | 1,311,528 | $211.59M | $161.33 | No quote |
| 67 | LBRDK | LIBERTY BROADBAND CORP | 0.38% | Reduce -3.8% | 2,638,986 | $190.09M | $72.03 | No quote |
| 68 | EBAY | EBAY INC | 0.38% | New | 6,635,330 | $186.25M | $28.07 | No quote |
| 69 | NWSA | NEWS CORP NEW | 0.36% | Add +45.6% | 15,819,883 | $179.56M | $11.35 | No quote |
| 70 | AON | AON PLC | 0.34% | Reduce -50.1% | 1,149,105 | $167.03M | $145.36 | No quote |
| 71 | HHC | HOWARD HUGHES CORP | 0.34% | Reduce -3.7% | 1,702,349 | $166.18M | No quote | No quote |
| 72 | APTV | APTIV PLC | 0.28% | Reduce -0.1% | 2,248,290 | $138.43M | $61.57 | No quote |
| 73 | UA | UNDER ARMOUR INC | 0.27% | Reduce -8.0% | 8,363,376 | $135.24M | $16.17 | No quote |
| 74 | CLGX | CORELOGIC INC | 0.27% | Reduce -2.3% | 4,029,333 | $134.66M | No quote | No quote |
| 75 | CSL | CARLISLE COS INC | 0.25% | Add +60.3% | 1,244,010 | $125.05M | $100.52 | No quote |
| 76 | LYV | LIVE NATION ENTERTAINMENT IN | 0.25% | Reduce -1.4% | 2,516,452 | $123.94M | $49.25 | No quote |
| 77 | USG | U S G CORP | 0.24% | Reduce -9.9% | 2,803,502 | $119.6M | No quote | No quote |
| 78 | POST | POST HLDGS INC | 0.22% | Add +20.5% | 1,245,640 | $111.02M | $89.13 | No quote |
| 79 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.22% | Add +425.3% | 2,928,771 | $108.1M | $36.91 | No quote |
| 80 | GLPI | GAMING & LEISURE PPTYS INC | 0.22% | Add +6.8% | 3,317,187 | $107.18M | $32.31 | No quote |
| 81 | THC | TENET HEALTHCARE CORP | 0.21% | Reduce -17.2% | 6,209,187 | $106.43M | $17.14 | No quote |
| 82 | DOV | DOVER CORP | 0.20% | Reduce -56.5% | 1,378,079 | $97.78M | $70.95 | No quote |
| 83 | CHK | CHESAPEAKE ENERGY CORP | 0.18% | Reduce -38.6% | 41,888,380 | $87.97M | No quote | No quote |
| 84 | CRI | CARTERS INC | 0.15% | Reduce -9.1% | 909,818 | $74.26M | $81.62 | No quote |
| 85 | ADT | ADT INC | 0.14% | Reduce -34.9% | 11,862,845 | $71.3M | $6.01 | No quote |
| 86 | PDCE | PDC ENERGY INC | 0.14% | Reduce -28.1% | 2,348,459 | $69.89M | No quote | No quote |
| 87 | CRTO | CRITEO S A | 0.12% | Reduce -18.9% | 2,644,800 | $60.09M | No quote | No quote |
| 88 | BLK | BLACKROCK INC | 0.12% | Add +17.4% | 148,897 | $58.49M | $392.82 | No quote |
| 89 | LIVN | LIVANOVA PLC | 0.11% | Reduce -0.2% | 586,142 | $53.61M | $91.47 | No quote |
| 90 | APY | APERGY CORP | 0.11% | Reduce -0.9% | 1,933,860 | $52.37M | No quote | No quote |
| 91 | CDEV | CENTENNIAL RESOURCE DEV INC | 0.10% | Reduce -20.7% | 4,645,582 | $51.19M | No quote | No quote |
| 92 | QRVO | QORVO INC | 0.09% | Reduce -29.8% | 761,259 | $46.23M | $60.73 | No quote |
| 93 | CHRW | C H ROBINSON WORLDWIDE INC | 0.09% | Reduce -10.4% | 534,133 | $44.92M | $84.09 | No quote |
| 94 | FLEX | FLEX LTD | 0.09% | Reduce -74.8% | 5,806,390 | $44.19M | $7.61 | No quote |
| 95 | CTRP | CTRIP COM INTL LTD | 0.08% | New | 1,515,900 | $41.02M | No quote | No quote |
| 96 | UL | UNILEVER PLC | 0.08% | Reduce -90.4% | 781,436 | $40.83M | $52.25 | No quote |
| 97 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.08% | Add +6.0% | 7,195,950 | $38.5M | No quote | No quote |
| 98 | WCC | WESCO INTL INC | 0.07% | Reduce -0.1% | 709,750 | $34.07M | $48.00 | No quote |
| 99 | THO | THOR INDS INC | 0.06% | Add +28.7% | 559,822 | $29.11M | $52.00 | No quote |
| 100 | KMX | CARMAX INC | 0.05% | Reduce -80.5% | 401,583 | $25.19M | $62.73 | No quote |
| 101 | HRI | HERC HLDGS INC | 0.05% | Reduce -27.6% | 953,232 | $24.77M | $25.99 | No quote |
| 102 | MDT | MEDTRONIC PLC | 0.05% | Reduce -93.2% | 254,463 | $23.15M | $90.96 | No quote |
| 103 | EFX | EQUIFAX INC | 0.04% | Add +13.7% | 234,908 | $21.88M | $93.13 | No quote |
| 104 | SLCA | U S SILICA HLDGS INC | 0.03% | Reduce -30.1% | 1,615,800 | $16.45M | No quote | No quote |
| 105 | ACA | ARCOSA INC | 0.03% | New | 513,506 | $14.22M | $27.69 | No quote |
| 106 | AXTA | AXALTA COATING SYS LTD | 0.03% | Reduce -40.3% | 602,461 | $14.11M | $23.42 | No quote |
| 107 | CDW | CDW CORP | 0.03% | Reduce -45.0% | 164,353 | $13.32M | $81.05 | No quote |
| 108 | MAS | MASCO CORP | 0.03% | New | 433,815 | $12.69M | $29.24 | No quote |
| 109 | ZBH | ZIMMER BIOMET HLDGS INC | 0.02% | Reduce -56.9% | 89,852 | $9.32M | $103.72 | No quote |
| 110 | WPP | WPP PLC NEW | 0.02% | Reduce -0.9% | 158,000 | $8.66M | No quote | No quote |
| 111 | TRN | TRINITY INDS INC | 0.02% | Reduce -47.6% | 365,083 | $7.52M | $20.59 | No quote |
| 112 | ELLI | ELLIE MAE INC | 0.01% | Add +131.3% | 106,000 | $6.66M | No quote | No quote |
| 113 | JPM | JPMORGAN CHASE & CO | 0.01% | - | 39,574 | $3.86M | $97.61 | No quote |
| 114 | AMTD | TD AMERITRADE HLDG CORP | 0.00% | New | 48,515 | $2.38M | No quote | No quote |
| 115 | SLB | SCHLUMBERGER LTD | 0.00% | New | 34,425 | $1.24M | $36.08 | No quote |
| 116 | DLPH | DELPHI TECHNOLOGIES PLC | 0.00% | Reduce -97.9% | 79,522 | $1.14M | No quote | No quote |
| 117 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | Add +2.4% | 27,620 | $1.05M | $37.98 | No quote |
| 118 | BKR | BAKER HUGHES A GE CO | 0.00% | Reduce -98.1% | 46,932 | $1.01M | $21.50 | No quote |
| 119 | USB | US BANCORP DEL | 0.00% | Reduce -44.7% | 17,497 | $800K | $45.72 | No quote |
| 120 | BC | BRUNSWICK CORP | 0.00% | Reduce -0.8% | 13,100 | $608K | $46.41 | No quote |
| 121 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 4,000 | $507K | $126.75 | No quote |
| 122 | MSFT | MICROSOFT CORP | 0.00% | Add +0.6% | 2,515 | $255K | $101.39 | No quote |
| 123 | CVX | CHEVRON CORP NEW | 0.00% | - | 2,000 | $218K | $109.00 | No quote |
| 124 | RRC | RANGE RES CORP | 0.00% | - | 20,000 | $191K | $9.55 | No quote |
| 129 | WFT | WEATHERFORD INTL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 128 | PFG | PRINCIPAL FINL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 127 | JLL | JONES LANG LASALLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | COMM | COMMSCOPE HLDG CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | ADNT | ADIENT PLC | - | 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 | $12.07M |