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 107 of 133 rows. Rows without a quote are marked unavailable.


1	GOOG	ALPHABET INC	5.03%	Reduce -4.2%	2,127,758	$2.59B	$1219.00	No quote
2	BAC	BANK AMER CORP	4.81%	Reduce -4.8%	84,912,898	$2.48B	$29.17	No quote
3	C	CITIGROUP INC	4.76%	Reduce -1.9%	35,495,711	$2.45B	$69.08	No quote
4	GM	GENERAL MTRS CO	4.22%	Reduce -4.1%	57,971,007	$2.17B	$37.48	No quote
5	CHTR	CHARTER COMMUNICATIONS INC N	3.97%	Reduce -10.7%	4,966,644	$2.05B	$412.12	No quote
6	TEL	TE CONNECTIVITY LTD	3.73%	Reduce -6.8%	20,623,704	$1.92B	$93.18	No quote
7	AIG	AMERICAN INTL GROUP INC	3.18%	Reduce -7.7%	29,450,537	$1.64B	$55.70	No quote
8	RYAAY	RYANAIR HLDGS PLC	2.61%	Add +1.9%	20,261,808	$1.34B	$66.38	No quote
9	HLT	HILTON WORLDWIDE HLDGS INC	2.50%	Reduce -1.6%	13,824,328	$1.29B	$93.11	No quote
10	MA	MASTERCARD INC	2.46%	Reduce -19.0%	4,668,045	$1.27B	$271.57	No quote
11	BKNG	BOOKING HLDGS INC	2.38%	Reduce -1.2%	625,007	$1.23B	$1962.61	No quote
12	ALLY	ALLY FINL INC	2.26%	Reduce -5.5%	35,179,830	$1.17B	$33.16	No quote
13	REGN	REGENERON PHARMACEUTICALS	2.23%	Add +5.8%	4,141,452	$1.15B	$277.40	No quote
14	CMCSA	COMCAST CORP NEW	1.81%	Reduce -9.7%	20,725,873	$934.32M	$45.08	No quote
15	NFLX	NETFLIX INC	1.60%	Add +0.6%	3,089,280	$826.75M	$267.62	No quote
16	LBTYA	LIBERTY GLOBAL PLC	1.56%	Add +0.6%	32,487,019	$804.05M	$24.75	No quote
17	FCAU	FIAT CHRYSLER AUTOMOBILES N	1.52%	Reduce -2.7%	60,580,052	$784.51M	No quote	No quote
18	CVS	CVS HEALTH CORP	1.51%	Reduce -1.7%	12,347,703	$778.77M	$63.07	No quote
19	COF	CAPITAL ONE FINL CORP	1.47%	Reduce -1.3%	8,298,666	$755.01M	$90.98	No quote
20	GOOGL	ALPHABET INC	1.41%	Reduce -1.1%	594,609	$726.1M	$1221.14	No quote
21	MCO	MOODYS CORP	1.37%	Reduce -4.1%	3,455,852	$707.86M	$204.83	No quote
22	STZ	CONSTELLATION BRANDS INC	1.37%	Reduce -1.0%	3,393,443	$703.39M	$207.28	No quote
23	SCHW	THE CHARLES SCHWAB CORPORATI	1.31%	Add +1.5%	16,182,762	$676.92M	$41.83	No quote
24	GE	GENERAL ELECTRIC CO	1.31%	Reduce -9.8%	75,634,379	$676.17M	$8.94	No quote
25	HCA	HCA HEALTHCARE INC	1.29%	Add +4.1%	5,513,094	$663.89M	$120.42	No quote
26	CBRE	CBRE GROUP INC	1.26%	Reduce -3.0%	12,228,331	$648.22M	$53.01	No quote
27	BIDU	BAIDU INC	1.24%	Add +9.8%	6,224,701	$639.65M	$102.76	No quote
28	ORCL	ORACLE CORP	1.22%	Reduce -1.5%	11,466,849	$631.02M	$55.03	No quote
29	TV	GRUPO TELEVISA SA	1.16%	Add +1.2%	61,177,728	$598.32M	No quote	No quote
30	WFC	WELLS FARGO CO NEW	1.09%	Reduce -0.9%	11,126,014	$561.2M	$50.44	No quote
31	CVE	CENOVUS ENERGY INC	1.09%	Reduce -0.4%	59,579,429	$559.34M	$9.39	No quote
32	AAPL	APPLE INC	1.02%	Reduce -29.7%	2,356,747	$527.84M	$223.97	No quote
33	MGM	MGM RESORTS INTERNATIONAL	1.01%	Reduce -0.9%	18,777,934	$520.52M	$27.72	No quote
34	META	FACEBOOK INC	0.95%	Reduce -0.3%	2,752,823	$490.22M	$178.08	No quote
35	AAL	AMERICAN AIRLS GROUP INC	0.94%	Reduce -1.6%	17,998,141	$485.41M	$26.97	No quote
36	APA	APACHE CORP	0.94%	Reduce -1.8%	18,904,576	$483.96M	$25.60	No quote
37	V	VISA INC	0.93%	Reduce -19.6%	2,782,504	$478.62M	$172.01	No quote
38	LEA	LEAR CORP	0.92%	Add +10.6%	4,012,662	$473.09M	$117.90	No quote
39	STT	STATE STR CORP	0.91%	Reduce -3.2%	7,896,594	$467.4M	$59.19	No quote
40	INTC	INTEL CORP	0.88%	Reduce -8.0%	8,771,703	$452.01M	$51.53	No quote
41	CAT	CATERPILLAR INC DEL	0.88%	Reduce -0.6%	3,575,282	$451.59M	$126.31	No quote
42	ARNC	ARCONIC INC	0.87%	Reduce -3.8%	17,230,991	$448.01M	No quote	No quote
43	PH	PARKER HANNIFIN CORP	0.76%	Reduce -7.7%	2,160,938	$390.29M	$180.61	No quote
44	LUV	SOUTHWEST AIRLS CO	0.72%	Add +13.0%	6,864,312	$370.74M	$54.01	No quote
45	BK	BANK NEW YORK MELLON CORP	0.67%	Reduce -0.9%	7,666,208	$346.59M	$45.21	No quote
46	CXO	CONCHO RES INC	0.65%	Add +27.2%	4,961,812	$336.91M	No quote	No quote
47	LBTYK	LIBERTY GLOBAL PLC	0.64%	Reduce -44.6%	13,799,815	$328.3M	$23.79	No quote
48	FANG	DIAMONDBACK ENERGY INC	0.62%	Add +21.5%	3,557,522	$319.86M	$89.91	No quote
49	TXN	TEXAS INSTRS INC	0.62%	Reduce -33.1%	2,470,864	$319.34M	$129.24	No quote
50	HAL	HALLIBURTON CO	0.59%	Add +7.8%	16,168,877	$304.78M	$18.85	No quote
51	CMI	CUMMINS INC	0.59%	Reduce -0.5%	1,852,984	$301.43M	$162.67	No quote
52	PM	PHILIP MORRIS INTL INC	0.56%	Reduce -4.4%	3,793,845	$288.07M	$75.93	No quote
53	DEO	DIAGEO P L C	0.55%	Reduce -9.4%	1,723,843	$281.88M	$163.52	No quote
54	GS	GOLDMAN SACHS GROUP INC	0.54%	Reduce -0.1%	1,350,780	$279.92M	$207.23	No quote
55	IPG	INTERPUBLIC GROUP COS INC	0.54%	Add +0.4%	12,827,997	$276.57M	No quote	No quote
56	IT	GARTNER INC	0.53%	Reduce -0.0%	1,907,808	$272.8M	$142.99	No quote
57	NOV	NATIONAL OILWELL VARCO INC	0.50%	Reduce -14.5%	12,267,851	$260.08M	$21.20	No quote
58	EBAY	EBAY INC	0.50%	Reduce -0.0%	6,642,853	$258.94M	$38.98	No quote
59	LBRDK	LIBERTY BROADBAND CORP	0.50%	Reduce -4.4%	2,448,039	$256.24M	$104.67	No quote
60	JCI	JOHNSON CTLS INTL PLC	0.49%	Reduce -12.9%	5,762,366	$252.91M	$43.89	No quote
61	HHC	HOWARD HUGHES CORP	0.48%	Reduce -1.3%	1,909,173	$247.43M	No quote	No quote
62	BWA	BORGWARNER INC	0.47%	Add +0.9%	6,636,439	$243.43M	$36.68	No quote
63	QRTEA	QURATE RETAIL INC	0.47%	Reduce -6.2%	23,386,285	$241.23M	No quote	No quote
64	A	AGILENT TECHNOLOGIES INC	0.43%	New	2,922,789	$223.97M	$76.63	No quote
65	SPGI	S&P GLOBAL INC	0.42%	Add +0.0%	880,684	$215.75M	$244.98	No quote
66	HUM	HUMANA INC	0.42%	New	836,585	$213.89M	$255.67	No quote
67	CLGX	CORELOGIC INC	0.38%	Add +12.3%	4,282,428	$198.15M	No quote	No quote
68	APTV	APTIV PLC	0.38%	Reduce -0.0%	2,250,781	$196.76M	$87.42	No quote
69	LIVN	LIVANOVA PLC	0.38%	Add +3.6%	2,666,344	$196.75M	$73.79	No quote
70	ADP	AUTOMATIC DATA PROCESSING IN	0.38%	Reduce -33.4%	1,196,977	$193.22M	$161.42	No quote
71	FDX	FEDEX CORP	0.37%	Reduce -0.7%	1,300,070	$189.25M	$145.57	No quote
72	UNH	UNITEDHEALTH GROUP INC	0.32%	Reduce -6.5%	767,591	$166.81M	$217.32	No quote
73	CSL	CARLISLE COS INC	0.32%	Reduce -6.5%	1,115,555	$162.36M	$145.54	No quote
74	FL	FOOT LOCKER INC	0.30%	Add +0.1%	3,603,955	$155.55M	No quote	No quote
75	EOG	EOG RES INC	0.29%	Add +11.1%	2,044,915	$151.77M	$74.22	No quote
76	OTEX	OPEN TEXT CORP	0.28%	New	3,581,300	$146.17M	$40.82	No quote
77	THC	TENET HEALTHCARE CORP	0.28%	Add +2.8%	6,421,062	$142.03M	$22.12	No quote
78	LYV	LIVE NATION ENTERTAINMENT IN	0.26%	Reduce -3.6%	2,033,487	$134.9M	$66.34	No quote
79	POST	POST HLDGS INC	0.26%	Add +5.2%	1,268,301	$134.24M	$105.84	No quote
80	DXC	DXC TECHNOLOGY CO	0.24%	Add +861.1%	4,195,867	$123.78M	No quote	No quote
81	GLPI	GAMING & LEISURE PPTYS INC	0.24%	Reduce -1.6%	3,230,252	$123.53M	$38.24	No quote
82	UA	UNDER ARMOUR INC	0.24%	Add +0.5%	6,811,177	$123.49M	$18.13	No quote
83	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.19%	Reduce -21.2%	2,128,391	$98.93M	$46.48	No quote
84	WTW	WILLIS TOWERS WATSON PUB LTD	0.18%	Reduce -82.8%	482,369	$93.08M	$192.97	No quote
85	CRI	CARTERS INC	0.18%	Add +11.3%	1,007,515	$91.9M	$91.21	No quote
86	CHK	CHESAPEAKE ENERGY CORP	0.17%	Reduce -0.7%	61,725,001	$87.03M	No quote	No quote
87	ADT	ADT INC	0.14%	Reduce -3.7%	11,137,130	$69.83M	$6.27	No quote
88	APY	APERGY CORP	0.13%	Add +22.4%	2,568,347	$69.47M	No quote	No quote
89	TRN	TRINITY INDS INC	0.13%	Add +46.4%	3,479,975	$68.49M	$19.68	No quote
90	BLK	BLACKROCK INC	0.12%	Reduce -1.7%	143,414	$63.91M	$445.64	No quote
91	VLRS	CONTROLADORA VUELA CIA DE AV	0.12%	Reduce -8.1%	6,243,758	$62.5M	No quote	No quote
92	AMTD	TD AMERITRADE HLDG CORP	0.12%	Add +0.1%	1,275,765	$59.58M	No quote	No quote
93	HRI	HERC HLDGS INC	0.10%	Add +2.1%	1,133,705	$52.73M	$46.51	No quote
94	DLPH	DELPHI TECHNOLOGIES PLC	0.10%	Add +0.0%	3,815,850	$51.13M	No quote	No quote
95	AON	AON PLC	0.10%	Reduce -18.2%	259,192	$50.17M	$193.57	No quote
96	ALV	AUTOLIV INC	0.09%	Reduce -8.5%	604,315	$47.67M	$78.88	No quote
97	PDCE	PDC ENERGY INC	0.09%	Reduce -29.7%	1,679,722	$46.61M	No quote	No quote
98	WCC	WESCO INTL INC	0.08%	Reduce -0.1%	914,751	$43.7M	$47.77	No quote
99	CRTO	CRITEO S A	0.08%	Reduce -5.1%	2,277,000	$42.56M	No quote	No quote
100	THO	THOR INDS INC	0.07%	Reduce -0.2%	646,637	$36.63M	$56.64	No quote
101	WAB	WABTEC CORP	0.07%	Reduce -2.5%	494,854	$35.56M	$71.86	No quote
102	CHRW	C H ROBINSON WORLDWIDE INC	0.07%	Reduce -2.9%	401,027	$34M	$84.78	No quote
103	MAS	MASCO CORP	0.06%	Reduce -10.1%	768,630	$32.04M	$41.68	No quote
104	EFX	EQUIFAX INC	0.05%	Reduce -10.6%	195,713	$27.53M	$140.67	No quote
105	BAX	BAXTER INTL INC	0.05%	Reduce -79.1%	309,709	$27.09M	$87.47	No quote
106	CDEV	CENTENNIAL RESOURCE DEV INC	0.04%	Add +12.1%	5,124,339	$23.14M	No quote	No quote
107	ACA	ARCOSA INC	0.04%	Reduce -1.1%	606,748	$20.76M	$34.21	No quote
108	NDAQ	NASDAQ INC	0.03%	Add +54.7%	161,855	$16.08M	$99.35	No quote
109	SLCA	U S SILICA HLDGS INC	0.03%	Add +4.1%	1,528,400	$14.61M	No quote	No quote
110	DOV	DOVER CORP	0.02%	Reduce -45.8%	128,018	$12.75M	$99.56	No quote
111	CDK	CDK GLOBAL INC	0.02%	New	253,273	$12.18M	No quote	No quote
112	ZBH	ZIMMER BIOMET HLDGS INC	0.02%	Reduce -3.2%	83,330	$11.44M	$137.27	No quote
113	WPP	WPP PLC NEW	0.02%	Add +15.7%	169,300	$10.6M	No quote	No quote
114	QRVO	QORVO INC	0.02%	Reduce -0.9%	137,664	$10.21M	$74.14	No quote
115	AXTA	AXALTA COATING SYS LTD	0.02%	Reduce -38.9%	307,871	$9.28M	$30.15	No quote
116	JPM	JPMORGAN CHASE & CO	0.01%	Reduce -2.3%	37,352	$4.4M	$117.69	No quote
117	SLB	SCHLUMBERGER LTD	0.00%	Reduce -1.0%	47,750	$1.63M	$34.18	No quote
118	FBIN	FORTUNE BRANDS HOME & SEC IN	0.00%	Reduce -2.9%	28,395	$1.55M	$54.69	No quote
119	ETFC	E TRADE FINANCIAL CORP	0.00%	Reduce -5.1%	25,825	$1.13M	No quote	No quote
120	MAN	MANPOWERGROUP INC	0.00%	Reduce -4.3%	12,265	$1.03M	$84.22	No quote
121	KMX	CARMAX INC	0.00%	Reduce -97.1%	8,575	$755K	$88.05	No quote
122	BKR	BAKER HUGHES A GE CO	0.00%	Reduce -22.4%	24,532	$569K	$23.19	No quote
123	BC	BRUNSWICK CORP	0.00%	Reduce -5.2%	10,850	$566K	$52.17	No quote
124	ITW	ILLINOIS TOOL WKS INC	0.00%	-	3,100	$485K	$156.45	No quote
125	CRM	SALESFORCE COM INC	0.00%	New	3,200	$475K	$148.44	No quote
126	MSFT	MICROSOFT CORP	0.00%	-	2,500	$348K	$139.20	No quote
127	USB	US BANCORP DEL	0.00%	Reduce -43.9%	6,000	$332K	$55.33	No quote
128	UL	UNILEVER PLC	0.00%	Reduce -65.5%	3,800	$228K	$60.00	No quote
129	RRC	RANGE RES CORP	0.00%	-	20,000	$76K	$3.80	No quote
132	NWSA	NEWS CORP NEW	-	Sold	0	$0	No quote	No quote
131	BMY	BRISTOL MYERS SQUIBB CO	-	Sold	0	$0	No quote	No quote
130	APC	ANADARKO PETE CORP	-	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	$8.96M