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 2026-09-12 from SEC 13F data.
Live quotes available for 110 of 137 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BANK AMER CORP | 5.11% | Reduce -3.6% | 81,850,694 | $2.88B | $35.22 | No quote |
| 2 | C | CITIGROUP INC | 4.72% | Reduce -6.2% | 33,299,826 | $2.66B | $79.89 | No quote |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.97% | Reduce -7.0% | 4,621,460 | $2.24B | $485.08 | No quote |
| 4 | GM | GENERAL MTRS CO | 3.77% | Add +0.1% | 58,054,730 | $2.12B | $36.60 | No quote |
| 5 | TEL | TE CONNECTIVITY LTD | 3.39% | Reduce -3.3% | 19,936,650 | $1.91B | $95.84 | No quote |
| 6 | GOOG | ALPHABET INC | 3.27% | Reduce -35.3% | 1,377,588 | $1.84B | $1337.02 | No quote |
| 7 | GOOGL | ALPHABET INC | 3.11% | Add +120.3% | 1,309,629 | $1.75B | $1339.39 | No quote |
| 8 | REGN | REGENERON PHARMACEUTICALS | 2.91% | Add +5.4% | 4,366,846 | $1.64B | $375.48 | No quote |
| 9 | RYAAY | RYANAIR HLDGS PLC | 2.83% | Reduce -10.1% | 18,214,527 | $1.6B | $87.61 | No quote |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 2.74% | Add +0.7% | 13,914,234 | $1.54B | $110.91 | No quote |
| 11 | AIG | AMERICAN INTL GROUP INC | 2.68% | Add +0.0% | 29,459,399 | $1.51B | $51.33 | No quote |
| 12 | BKNG | BOOKING HLDGS INC | 2.43% | Add +6.7% | 667,090 | $1.37B | $2053.73 | No quote |
| 13 | MA | MASTERCARD INC | 2.24% | Reduce -9.4% | 4,226,703 | $1.26B | $298.59 | No quote |
| 14 | ALLY | ALLY FINL INC | 1.87% | Reduce -2.0% | 34,482,522 | $1.05B | $30.56 | No quote |
| 15 | NFLX | NETFLIX INC | 1.77% | Reduce -0.0% | 3,088,719 | $999.42M | $323.57 | No quote |
| 16 | CMCSA | COMCAST CORP NEW | 1.66% | Add +0.6% | 20,840,262 | $937.19M | $44.97 | No quote |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 1.49% | Add +13.8% | 36,959,912 | $840.47M | $22.74 | No quote |
| 18 | HCA | HCA HEALTHCARE INC | 1.49% | Add +3.1% | 5,685,667 | $840.4M | $147.81 | No quote |
| 19 | MCO | MOODYS CORP | 1.49% | Add +2.2% | 3,531,961 | $838.52M | $237.41 | No quote |
| 20 | BIDU | BAIDU INC | 1.49% | Add +6.5% | 6,627,979 | $837.78M | $126.40 | No quote |
| 21 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.44% | Reduce -8.6% | 55,386,066 | $813.62M | No quote | No quote |
| 22 | COF | CAPITAL ONE FINL CORP | 1.39% | Reduce -8.4% | 7,598,682 | $781.98M | $102.91 | No quote |
| 23 | CVS | CVS HEALTH CORP | 1.35% | Reduce -16.7% | 10,287,222 | $764.24M | $74.29 | No quote |
| 24 | TV | GRUPO TELEVISA SA | 1.35% | Add +6.3% | 65,064,228 | $763.2M | No quote | No quote |
| 25 | SCHW | THE CHARLES SCHWAB CORPORATI | 1.34% | Reduce -2.0% | 15,855,223 | $754.07M | $47.56 | No quote |
| 26 | CBRE | CBRE GROUP INC | 1.28% | Reduce -3.5% | 11,804,632 | $723.51M | $61.29 | No quote |
| 27 | STZ | CONSTELLATION BRANDS INC | 1.21% | Add +6.3% | 3,606,633 | $684.36M | $189.75 | No quote |
| 28 | CVE | CENOVUS ENERGY INC | 1.18% | Add +9.4% | 65,164,463 | $663.33M | $10.18 | No quote |
| 29 | GE | GENERAL ELECTRIC CO | 1.10% | Reduce -26.3% | 55,732,068 | $621.97M | $11.16 | No quote |
| 30 | MGM | MGM RESORTS INTERNATIONAL | 1.09% | Reduce -1.7% | 18,456,044 | $614.03M | $33.27 | No quote |
| 31 | WFC | WELLS FARGO CO NEW | 1.05% | Reduce -0.9% | 11,030,253 | $593.43M | $53.80 | No quote |
| 32 | STT | STATE STR CORP | 1.05% | Reduce -5.1% | 7,491,642 | $592.59M | $79.10 | No quote |
| 33 | META | FACEBOOK INC | 1.04% | Add +3.7% | 2,854,538 | $585.89M | $205.25 | No quote |
| 34 | ORCL | ORACLE CORP | 1.04% | Reduce -3.8% | 11,034,367 | $584.6M | $52.98 | No quote |
| 35 | CAT | CATERPILLAR INC DEL | 0.95% | Add +1.8% | 3,638,656 | $537.36M | $147.68 | No quote |
| 36 | LEA | LEAR CORP | 0.95% | Reduce -2.6% | 3,907,645 | $536.13M | $137.20 | No quote |
| 37 | APA | APACHE CORP | 0.93% | Add +8.8% | 20,563,519 | $526.22M | $25.59 | No quote |
| 38 | ARNC | ARCONIC INC | 0.93% | Reduce -1.3% | 17,012,319 | $523.47M | No quote | No quote |
| 39 | AAPL | APPLE INC | 0.89% | Reduce -27.5% | 1,707,743 | $501.48M | $293.65 | No quote |
| 40 | AAL | AMERICAN AIRLS GROUP INC | 0.86% | Reduce -6.0% | 16,925,979 | $485.44M | $28.68 | No quote |
| 41 | V | VISA INC | 0.86% | Reduce -7.6% | 2,569,883 | $482.88M | $187.90 | No quote |
| 42 | CXO | CONCHO RES INC | 0.82% | Add +5.8% | 5,252,326 | $459.95M | No quote | No quote |
| 43 | INTC | INTEL CORP | 0.81% | Reduce -13.0% | 7,630,592 | $456.69M | $59.85 | No quote |
| 44 | LBTYK | LIBERTY GLOBAL PLC | 0.81% | Add +51.5% | 20,909,960 | $455.73M | $21.80 | No quote |
| 45 | PH | PARKER HANNIFIN CORP | 0.71% | Reduce -10.1% | 1,942,835 | $399.88M | $205.82 | No quote |
| 46 | LUV | SOUTHWEST AIRLS CO | 0.68% | Add +2.8% | 7,054,643 | $380.81M | $53.98 | No quote |
| 47 | BK | BANK NEW YORK MELLON CORP | 0.60% | Reduce -12.3% | 6,723,239 | $338.38M | $50.33 | No quote |
| 48 | HUM | HUMANA INC | 0.58% | Add +6.9% | 894,296 | $327.78M | $366.52 | No quote |
| 49 | CMI | CUMMINS INC | 0.58% | Reduce -2.0% | 1,815,080 | $324.83M | $178.96 | No quote |
| 50 | PM | PHILIP MORRIS INTL INC | 0.57% | Add +0.2% | 3,800,935 | $323.42M | $85.09 | No quote |
| 51 | FANG | DIAMONDBACK ENERGY INC | 0.57% | Reduce -2.4% | 3,470,665 | $322.29M | $92.86 | No quote |
| 52 | GS | GOLDMAN SACHS GROUP INC | 0.55% | Reduce -0.0% | 1,350,604 | $310.55M | $229.93 | No quote |
| 53 | OTEX | OPEN TEXT CORP | 0.54% | Add +91.3% | 6,849,200 | $302.23M | $44.13 | No quote |
| 54 | TXN | TEXAS INSTRS INC | 0.54% | Reduce -4.8% | 2,352,999 | $301.87M | $128.29 | No quote |
| 55 | LBRDK | LIBERTY BROADBAND CORP | 0.52% | Reduce -4.5% | 2,337,685 | $293.96M | $125.75 | No quote |
| 56 | IPG | INTERPUBLIC GROUP COS INC | 0.52% | Reduce -1.1% | 12,680,933 | $292.93M | No quote | No quote |
| 57 | IT | GARTNER INC | 0.51% | Reduce -2.2% | 1,865,488 | $287.47M | $154.10 | No quote |
| 58 | HAL | HALLIBURTON CO | 0.50% | Reduce -28.6% | 11,537,755 | $282.33M | $24.47 | No quote |
| 59 | EOG | EOG RES INC | 0.49% | Add +62.7% | 3,327,527 | $278.71M | $83.76 | No quote |
| 60 | DXC | DXC TECHNOLOGY CO | 0.49% | Add +75.8% | 7,376,794 | $277.29M | No quote | No quote |
| 61 | NOV | NATIONAL OILWELL VARCO INC | 0.49% | Reduce -10.2% | 11,020,680 | $276.07M | $25.05 | No quote |
| 62 | BWA | BORGWARNER INC | 0.49% | Reduce -4.3% | 6,354,639 | $275.66M | $43.38 | No quote |
| 63 | A | AGILENT TECHNOLOGIES INC | 0.44% | Reduce -0.7% | 2,903,029 | $247.66M | $85.31 | No quote |
| 64 | HHC | HOWARD HUGHES CORP | 0.43% | Reduce -0.4% | 1,902,034 | $241.18M | No quote | No quote |
| 65 | THC | TENET HEALTHCARE CORP | 0.42% | Reduce -3.7% | 6,184,292 | $235.19M | $38.03 | No quote |
| 66 | SPGI | S&P GLOBAL INC | 0.42% | Reduce -2.3% | 860,710 | $235.02M | $273.05 | No quote |
| 67 | EBAY | EBAY INC | 0.42% | Reduce -2.3% | 6,491,618 | $234.41M | $36.11 | No quote |
| 68 | JCI | JOHNSON CTLS INTL PLC | 0.41% | Reduce -1.5% | 5,676,428 | $231.09M | $40.71 | No quote |
| 69 | DEO | DIAGEO P L C | 0.41% | Reduce -21.2% | 1,358,722 | $228.84M | $168.42 | No quote |
| 70 | UNH | UNITEDHEALTH GROUP INC | 0.40% | Reduce -0.0% | 767,491 | $225.63M | $293.98 | No quote |
| 71 | APTV | APTIV PLC | 0.37% | Reduce -2.3% | 2,199,527 | $208.89M | $94.97 | No quote |
| 72 | LIVN | LIVANOVA PLC | 0.36% | Add +1.1% | 2,697,007 | $203.44M | $75.43 | No quote |
| 73 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.36% | New | 885,859 | $200.65M | $226.50 | No quote |
| 74 | CLGX | CORELOGIC INC | 0.36% | Add +7.0% | 4,583,142 | $200.33M | No quote | No quote |
| 75 | ADP | AUTOMATIC DATA PROCESSING IN | 0.35% | Reduce -2.2% | 1,170,679 | $199.6M | $170.50 | No quote |
| 76 | QRTEA | QURATE RETAIL INC | 0.34% | Reduce -3.7% | 22,521,565 | $189.86M | No quote | No quote |
| 77 | FDX | FEDEX CORP | 0.34% | Reduce -3.5% | 1,254,830 | $189.74M | $151.21 | No quote |
| 78 | CSL | CARLISLE COS INC | 0.32% | Add +0.3% | 1,118,325 | $180.99M | $161.84 | No quote |
| 79 | LYV | LIVE NATION ENTERTAINMENT IN | 0.26% | Reduce -0.9% | 2,014,142 | $143.95M | $71.47 | No quote |
| 80 | FL | FOOT LOCKER INC | 0.25% | Reduce -0.0% | 3,602,955 | $140.48M | No quote | No quote |
| 81 | GLPI | GAMING & LEISURE PPTYS INC | 0.25% | Reduce -0.4% | 3,215,917 | $138.45M | $43.05 | No quote |
| 82 | POST | POST HLDGS INC | 0.24% | Reduce -0.9% | 1,256,821 | $137.12M | $109.10 | No quote |
| 83 | UA | UNDER ARMOUR INC | 0.23% | Reduce -0.9% | 6,748,312 | $129.43M | $19.18 | No quote |
| 84 | TCOM | TRIP COM GROUP LTD | 0.21% | New | 3,538,306 | $118.67M | $33.54 | No quote |
| 85 | CRI | CARTERS INC | 0.20% | Add +0.6% | 1,013,045 | $110.77M | $109.34 | No quote |
| 86 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.15% | Reduce -11.4% | 427,194 | $86.27M | $201.94 | No quote |
| 87 | APY | APERGY CORP | 0.15% | Reduce -1.8% | 2,522,940 | $85.23M | No quote | No quote |
| 88 | ADT | ADT INC | 0.13% | Reduce -14.4% | 9,536,688 | $75.63M | $7.93 | No quote |
| 89 | TRN | TRINITY INDS INC | 0.13% | Reduce -3.8% | 3,348,274 | $74.16M | $22.15 | No quote |
| 90 | BLK | BLACKROCK INC | 0.13% | Add +2.2% | 146,559 | $73.68M | $502.70 | No quote |
| 91 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.11% | Reduce -5.6% | 5,894,758 | $61.42M | No quote | No quote |
| 92 | HRI | HERC HLDGS INC | 0.10% | Add +2.8% | 1,165,418 | $57.04M | $48.94 | No quote |
| 93 | WCC | WESCO INTL INC | 0.10% | - | 914,751 | $54.33M | $59.39 | No quote |
| 94 | AON | AON PLC | 0.09% | Reduce -8.2% | 237,977 | $49.57M | $208.29 | No quote |
| 95 | THO | THOR INDS INC | 0.09% | Add +1.4% | 655,747 | $48.72M | $74.29 | No quote |
| 96 | BB | BLACKBERRY LTD | 0.09% | New | 7,505,600 | $48.33M | $6.44 | No quote |
| 97 | DLPH | DELPHI TECHNOLOGIES PLC | 0.08% | Reduce -2.3% | 3,728,650 | $47.84M | No quote | No quote |
| 98 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.08% | Reduce -64.8% | 749,545 | $43.55M | $58.10 | No quote |
| 99 | ALV | AUTOLIV INC | 0.07% | Reduce -23.4% | 463,140 | $39.09M | $84.41 | No quote |
| 100 | WAB | WABTEC CORP | 0.07% | Reduce -0.6% | 492,044 | $38.28M | $77.80 | No quote |
| 101 | MAS | MASCO CORP | 0.07% | Reduce -0.1% | 767,775 | $36.85M | $47.99 | No quote |
| 102 | PDCE | PDC ENERGY INC | 0.06% | Reduce -18.8% | 1,363,687 | $35.69M | No quote | No quote |
| 103 | CRTO | CRITEO S A | 0.06% | Reduce -20.2% | 1,816,800 | $31.49M | No quote | No quote |
| 104 | EFX | EQUIFAX INC | 0.05% | Add +3.0% | 201,643 | $28.25M | $140.12 | No quote |
| 105 | ACA | ARCOSA INC | 0.05% | Reduce -0.4% | 604,350 | $26.92M | $44.55 | No quote |
| 106 | CHRW | C H ROBINSON WORLDWIDE INC | 0.04% | Reduce -20.6% | 318,382 | $24.9M | $78.20 | No quote |
| 107 | NDAQ | NASDAQ INC | 0.04% | Add +32.9% | 215,045 | $23.03M | $107.10 | No quote |
| 108 | CDEV | CENTENNIAL RESOURCE DEV INC | 0.03% | Reduce -19.5% | 4,127,380 | $19.07M | No quote | No quote |
| 109 | GIL | GILDAN ACTIVEWEAR INC | 0.03% | New | 580,600 | $17.19M | $29.61 | No quote |
| 110 | QRVO | QORVO INC | 0.03% | Reduce -1.2% | 136,064 | $15.82M | $116.23 | No quote |
| 111 | BAX | BAXTER INTL INC | 0.03% | Reduce -39.4% | 187,609 | $15.69M | $83.62 | No quote |
| 112 | CDK | CDK GLOBAL INC | 0.03% | Add +5.5% | 267,133 | $14.61M | No quote | No quote |
| 113 | WDAY | WORKDAY INC | 0.02% | New | 81,400 | $13.39M | $164.45 | No quote |
| 114 | DOV | DOVER CORP | 0.02% | Reduce -9.4% | 116,018 | $13.37M | $115.26 | No quote |
| 115 | PINS | PINTEREST INC | 0.02% | New | 637,205 | $11.88M | $18.64 | No quote |
| 116 | ZBH | ZIMMER BIOMET HLDGS INC | 0.02% | Reduce -6.7% | 77,754 | $11.64M | $149.68 | No quote |
| 117 | AXTA | AXALTA COATING SYS LTD | 0.02% | Add +5.2% | 323,886 | $9.85M | $30.40 | No quote |
| 118 | JPM | JPMORGAN CHASE & CO | 0.01% | - | 37,352 | $5.21M | $139.40 | No quote |
| 119 | SLCA | U S SILICA HLDGS INC | 0.00% | Reduce -75.1% | 380,600 | $2.34M | No quote | No quote |
| 120 | AMTD | TD AMERITRADE HLDG CORP | 0.00% | Reduce -96.8% | 40,720 | $2.02M | No quote | No quote |
| 121 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | New | 15,000 | $1.87M | $124.53 | No quote |
| 122 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | Reduce -30.8% | 19,645 | $1.28M | $65.36 | No quote |
| 123 | ETFC | E TRADE FINANCIAL CORP | 0.00% | - | 25,825 | $1.17M | No quote | No quote |
| 124 | MAN | MANPOWERGROUP INC | 0.00% | Reduce -6.5% | 11,465 | $1.11M | $97.08 | No quote |
| 125 | KMX | CARMAX INC | 0.00% | - | 8,575 | $752K | $87.70 | No quote |
| 126 | BC | BRUNSWICK CORP | 0.00% | - | 10,850 | $651K | $60.00 | No quote |
| 127 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $557K | $179.68 | No quote |
| 128 | CRM | SALESFORCE COM INC | 0.00% | - | 3,200 | $520K | $162.50 | No quote |
| 129 | MSFT | MICROSOFT CORP | 0.00% | - | 2,500 | $394K | $157.60 | No quote |
| 130 | USB | US BANCORP DEL | 0.00% | Reduce -43.3% | 3,400 | $202K | $59.41 | No quote |
| 136 | WPP | WPP PLC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 135 | UL | UNILEVER PLC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | SLB | SCHLUMBERGER LTD | - | Sold | 0 | $0 | No quote | No quote |
| 133 | RRC | RANGE RES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 132 | CHK | CHESAPEAKE ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 131 | BKR | BAKER HUGHES A GE CO | - | 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 | 0 | $0 |