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 2026-06-06 from SEC 13F data.
Live quotes available for 109 of 137 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 5.30% | Add +25.7% | 1,646,531 | $1.91B | $1161.95 | |
| 2 | BAC | BK OF AMERICA CORP | 4.54% | Reduce -5.6% | 77,269,113 | $1.64B | $21.23 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 4.24% | Reduce -24.0% | 3,510,834 | $1.53B | $436.31 | |
| 4 | C | CITIGROUP INC | 3.77% | Reduce -3.0% | 32,302,824 | $1.36B | $42.12 | |
| 5 | GM | GENERAL MTRS CO | 3.48% | Add +4.0% | 60,394,555 | $1.25B | $20.78 | |
| 6 | TEL | TE CONNECTIVITY LTD | 3.38% | Reduce -2.8% | 19,380,176 | $1.22B | $62.98 | |
| 7 | REGN | REGENERON PHARMACEUTICALS | 3.13% | Reduce -46.9% | 2,317,018 | $1.13B | $488.29 | |
| 8 | BKNG | BOOKING HLDGS INC | 3.08% | Add +24.0% | 827,023 | $1.11B | $1345.32 | |
| 9 | MA | MASTERCARD INC | 2.64% | Reduce -6.5% | 3,950,971 | $954.4M | $241.56 | |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 2.57% | Reduce -2.5% | 13,572,913 | $926.22M | $68.24 | |
| 11 | GOOG | ALPHABET INC | 2.53% | Reduce -43.0% | 785,215 | $913.06M | $1162.82 | |
| 12 | NFLX | NETFLIX INC | 2.42% | Reduce -24.7% | 2,326,713 | $873.68M | $375.50 | |
| 13 | RYAAY | RYANAIR HOLDINGS PLC | 2.29% | Reduce -14.6% | 15,552,820 | $825.7M | $53.09 | |
| 14 | AIG | AMERICAN INTL GROUP INC | 2.15% | Add +8.5% | 31,973,014 | $775.35M | $24.25 | |
| 15 | STZ | CONSTELLATION BRANDS INC | 2.10% | Add +46.5% | 5,282,779 | $757.34M | $143.36 | |
| 16 | CMCSA | COMCAST CORP NEW | 2.01% | Add +1.5% | 21,158,213 | $727.42M | $34.38 | |
| 17 | META | FACEBOOK INC | 1.88% | Add +42.3% | 4,062,034 | $677.55M | $166.80 | |
| 18 | MCO | MOODYS CORP | 1.63% | Reduce -21.4% | 2,777,040 | $587.34M | $211.50 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 1.62% | Reduce -4.0% | 35,499,997 | $586.11M | $16.51 | |
| 20 | HCA | HCA HEALTHCARE INC | 1.48% | Add +4.8% | 5,959,728 | $535.48M | $89.85 | |
| 21 | CVS | CVS HEALTH CORP | 1.40% | Reduce -17.0% | 8,536,855 | $506.49M | $59.33 | |
| 22 | ALLY | ALLY FINL INC | 1.36% | Reduce -1.2% | 34,060,522 | $491.49M | $14.43 | |
| 23 | A | AGILENT TECHNOLOGIES INC | 1.33% | Add +131.6% | 6,724,655 | $481.62M | $71.62 | |
| 24 | SCHW | SCHWAB CHARLES CORP | 1.31% | Reduce -11.4% | 14,041,074 | $472.06M | $33.62 | |
| 25 | CBRE | CBRE GROUP INC | 1.22% | Reduce -0.6% | 11,728,639 | $442.29M | $37.71 | |
| 26 | V | VISA INC | 1.14% | Reduce -0.2% | 2,564,215 | $413.15M | $161.12 | |
| 27 | COF | CAPITAL ONE FINL CORP | 1.10% | Add +3.9% | 7,896,810 | $398.16M | $50.42 | |
| 28 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.10% | Add +145.1% | 2,171,379 | $396.99M | No quote | No quote |
| 29 | BIDU | BAIDU INC | 1.10% | Reduce -40.8% | 3,924,679 | $395.57M | $100.79 | |
| 30 | TV | GRUPO TELEVISA SA | 1.05% | Add +0.4% | 65,329,458 | $378.91M | No quote | No quote |
| 31 | CAT | CATERPILLAR INC DEL | 1.04% | Reduce -11.0% | 3,237,828 | $375.72M | $116.04 | |
| 32 | ORCL | ORACLE CORP | 0.99% | Reduce -33.0% | 7,389,037 | $357.11M | $48.33 | |
| 33 | WFC | WELLS FARGO CO NEW | 0.96% | Add +9.6% | 12,091,647 | $347.03M | $28.70 | |
| 34 | GE | GENERAL ELECTRIC CO | 0.96% | Reduce -21.9% | 43,554,577 | $345.82M | $7.94 | |
| 35 | STT | STATE STR CORP | 0.96% | Reduce -13.5% | 6,478,353 | $345.1M | $53.27 | |
| 36 | LEA | LEAR CORP | 0.91% | Add +3.2% | 4,033,744 | $327.74M | $81.25 | |
| 37 | HWM | HOWMET AEROSPACE INC | 0.84% | New | 18,971,832 | $304.69M | $16.06 | |
| 38 | HUM | HUMANA INC | 0.79% | Add +2.0% | 911,839 | $286.34M | $314.02 | |
| 39 | LBTYK | LIBERTY GLOBAL PLC | 0.78% | Reduce -14.0% | 17,988,464 | $282.6M | $15.71 | |
| 40 | LUV | SOUTHWEST AIRLS CO | 0.78% | Add +12.3% | 7,923,444 | $282.15M | $35.61 | |
| 41 | PM | PHILIP MORRIS INTL INC | 0.75% | Reduce -2.7% | 3,699,870 | $269.94M | $72.96 | |
| 42 | INTC | INTEL CORP | 0.70% | Reduce -38.6% | 4,681,046 | $253.34M | $54.12 | |
| 43 | PH | PARKER HANNIFIN CORP | 0.66% | Reduce -5.1% | 1,843,783 | $239.19M | $129.73 | |
| 44 | OTEX | OPEN TEXT CORP | 0.65% | Reduce -0.2% | 6,834,700 | $236.3M | $34.57 | |
| 45 | AAPL | APPLE INC | 0.63% | Reduce -47.4% | 897,987 | $228.35M | $254.29 | |
| 46 | LBRDK | LIBERTY BROADBAND CORP | 0.62% | Reduce -13.8% | 2,015,515 | $223.16M | $110.72 | |
| 47 | GS | GOLDMAN SACHS GROUP INC | 0.60% | Add +3.8% | 1,401,836 | $216.71M | $154.59 | |
| 48 | CMI | CUMMINS INC | 0.60% | Reduce -11.8% | 1,600,849 | $216.63M | $135.32 | |
| 49 | MGM | MGM RESORTS INTERNATIONAL | 0.59% | Reduce -2.7% | 17,958,328 | $211.91M | $11.80 | |
| 50 | TXN | TEXAS INSTRS INC | 0.58% | Reduce -10.6% | 2,102,691 | $210.12M | $99.93 | |
| 51 | BWA | BORGWARNER INC | 0.58% | Add +35.3% | 8,600,459 | $209.59M | $24.37 | |
| 52 | BK | BANK NEW YORK MELLON CORP | 0.57% | Reduce -8.5% | 6,151,577 | $207.19M | $33.68 | |
| 53 | SPGI | S&P GLOBAL INC | 0.55% | Reduce -5.1% | 817,003 | $200.21M | $245.05 | |
| 54 | EOG | EOG RES INC | 0.55% | Add +65.3% | 5,501,792 | $197.63M | $35.92 | |
| 55 | IPG | INTERPUBLIC GROUP COS INC | 0.54% | Reduce -4.8% | 12,069,051 | $195.4M | No quote | No quote |
| 56 | UNH | UNITEDHEALTH GROUP INC | 0.51% | Reduce -4.4% | 733,568 | $182.94M | $249.38 | |
| 57 | PINS | PINTEREST INC | 0.50% | Add +1749.2% | 11,783,262 | $181.93M | $15.44 | |
| 58 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.50% | Reduce -54.6% | 25,169,038 | $180.97M | No quote | No quote |
| 59 | CVE | CENOVUS ENERGY INC | 0.50% | Add +38.2% | 90,053,821 | $179.68M | $2.00 | |
| 60 | WDAY | WORKDAY INC | 0.49% | Add +1576.9% | 1,365,002 | $177.75M | $130.22 | |
| 61 | IT | GARTNER INC | 0.49% | Reduce -5.0% | 1,771,783 | $176.42M | $99.57 | |
| 62 | AXP | AMERICAN EXPRESS CO | 0.49% | New | 2,053,106 | $175.77M | $85.61 | |
| 63 | TCOM | TRIP COM GROUP LTD | 0.46% | Add +100.0% | 7,077,411 | $165.97M | $23.45 | |
| 64 | CXO | CONCHO RES INC | 0.43% | Reduce -31.6% | 3,590,218 | $153.84M | No quote | No quote |
| 65 | QRTEA | QURATE RETAIL INC | 0.40% | Add +5.1% | 23,666,156 | $144.48M | No quote | No quote |
| 66 | EBAY | EBAY INC | 0.40% | Reduce -26.2% | 4,792,331 | $144.06M | $30.06 | |
| 67 | DXC | DXC TECHNOLOGY CO | 0.39% | Add +45.6% | 10,741,173 | $140.17M | No quote | No quote |
| 68 | LIVN | LIVANOVA PLC | 0.37% | Add +10.8% | 2,988,553 | $135.23M | $45.25 | |
| 69 | JCI | JOHNSON CTLS INTL PLC | 0.37% | Reduce -12.2% | 4,985,763 | $134.42M | $26.96 | |
| 70 | CLGX | CORELOGIC INC | 0.37% | Reduce -4.5% | 4,378,546 | $133.72M | No quote | No quote |
| 71 | CSL | CARLISLE COS INC | 0.36% | Reduce -7.6% | 1,033,185 | $129.44M | $125.28 | |
| 72 | NVST | ENVISTA HOLDINGS CORPORATION | 0.34% | New | 8,220,642 | $122.82M | $14.94 | |
| 73 | ADP | AUTOMATIC DATA PROCESSING IN | 0.34% | Reduce -23.5% | 895,453 | $122.39M | $136.68 | |
| 74 | DEO | DIAGEO P L C | 0.32% | Reduce -33.7% | 900,985 | $114.53M | $127.12 | |
| 75 | GLPI | GAMING & LEISURE PPTYS INC | 0.30% | Add +19.7% | 3,849,651 | $106.67M | $27.71 | |
| 76 | HHC | HOWARD HUGHES CORP | 0.29% | Add +8.9% | 2,072,119 | $104.68M | No quote | No quote |
| 77 | APTV | APTIV PLC | 0.28% | Reduce -5.0% | 2,088,365 | $102.83M | $49.24 | |
| 78 | POST | POST HLDGS INC | 0.28% | Reduce -1.6% | 1,236,717 | $102.61M | $82.97 | |
| 79 | MTCH | MATCH GROUP INC | 0.28% | New | 1,542,219 | $101.85M | $66.04 | |
| 80 | THC | TENET HEALTHCARE CORP | 0.25% | Add +3.3% | 6,390,037 | $92.02M | $14.40 | |
| 81 | FDX | FEDEX CORP | 0.25% | Reduce -40.5% | 746,160 | $90.48M | $121.26 | |
| 82 | LYV | LIVE NATION ENTERTAINMENT IN | 0.24% | Reduce -4.1% | 1,931,477 | $87.81M | $45.46 | |
| 83 | NOV | NATIONAL OILWELL VARCO INC | 0.24% | Reduce -19.4% | 8,887,361 | $87.36M | $9.83 | |
| 84 | APA | APACHE CORP | 0.23% | Reduce -3.5% | 19,841,374 | $82.94M | $4.18 | |
| 85 | FL | FOOT LOCKER INC | 0.22% | Reduce -0.9% | 3,570,770 | $78.74M | No quote | No quote |
| 86 | HAL | HALLIBURTON CO | 0.20% | Reduce -7.8% | 10,642,555 | $72.9M | $6.85 | |
| 87 | RGA | REINSURANCE GRP OF AMERICA I | 0.20% | New | 865,330 | $72.81M | $84.14 | |
| 88 | CRI | CARTERS INC | 0.18% | Reduce -1.2% | 1,001,246 | $65.81M | $65.73 | |
| 89 | FANG | DIAMONDBACK ENERGY INC | 0.18% | Reduce -27.7% | 2,509,164 | $65.74M | $26.20 | |
| 90 | BLK | BLACKROCK INC | 0.18% | Add +0.7% | 147,622 | $64.95M | $439.97 | |
| 91 | TRN | TRINITY INDS INC | 0.15% | Reduce -2.1% | 3,278,092 | $52.68M | $16.07 | |
| 92 | THO | THOR INDS INC | 0.14% | Add +81.0% | 1,187,212 | $50.08M | $42.18 | |
| 93 | AMTD | TD AMERITRADE HLDG CORP | 0.13% | Add +3231.6% | 1,356,625 | $47.02M | No quote | No quote |
| 94 | BABA | ALIBABA GROUP HLDG LTD | 0.11% | New | 202,125 | $39.31M | $194.48 | |
| 95 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.08% | Add +270.3% | 287,910 | $29.1M | $101.08 | |
| 96 | DLPH | DELPHI TECHNOLOGIES PL | 0.08% | Reduce -5.0% | 3,540,187 | $28.5M | No quote | No quote |
| 97 | ALV | AUTOLIV INC | 0.08% | Add +32.7% | 614,405 | $28.27M | $46.01 | |
| 98 | BB | BLACKBERRY LTD | 0.08% | Reduce -10.7% | 6,701,100 | $27.17M | $4.05 | |
| 99 | HRI | HERC HLDGS INC | 0.07% | Add +10.1% | 1,282,841 | $26.25M | $20.46 | |
| 100 | MAS | MASCO CORP | 0.07% | Reduce -4.0% | 737,360 | $25.49M | $34.57 | |
| 101 | ACA | ARCOSA INC | 0.07% | Reduce -0.8% | 599,518 | $23.83M | $39.74 | |
| 102 | NDAQ | NASDAQ INC | 0.06% | Add +14.6% | 246,355 | $23.39M | $94.95 | |
| 103 | PDCE | PDC ENERGY INC | 0.06% | Add +146.2% | 3,357,357 | $20.85M | No quote | No quote |
| 104 | ADT | ADT INC | 0.05% | Reduce -59.5% | 3,862,525 | $16.69M | $4.32 | |
| 105 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.05% | Reduce -18.7% | 4,791,188 | $16.43M | No quote | No quote |
| 106 | EFX | EQUIFAX INC | 0.04% | Reduce -34.0% | 133,088 | $15.9M | $119.45 | |
| 107 | APY | APERGY CORP | 0.04% | Reduce -0.1% | 2,520,057 | $14.49M | No quote | No quote |
| 108 | CHRW | C H ROBINSON WORLDWIDE INC | 0.04% | Reduce -38.3% | 196,475 | $13.01M | $66.20 | |
| 109 | GIL | GILDAN ACTIVEWEAR INC | 0.04% | Add +77.5% | 1,030,300 | $12.99M | $12.60 | |
| 110 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.03% | Reduce -65.0% | 262,110 | $12.53M | $47.79 | |
| 111 | QRVO | QORVO INC | 0.03% | Reduce -4.3% | 130,199 | $10.5M | $80.63 | |
| 112 | DOV | DOVER CORP | 0.03% | Reduce -5.7% | 109,436 | $9.19M | $83.94 | |
| 113 | BAX | BAXTER INTL INC | 0.02% | Reduce -43.1% | 106,795 | $8.67M | $81.19 | |
| 114 | CDK | CDK GLOBAL INC | 0.02% | Reduce -4.9% | 254,023 | $8.35M | No quote | No quote |
| 115 | WAB | WABTEC | 0.02% | Reduce -72.3% | 136,260 | $6.56M | $48.13 | |
| 116 | UA | UNDER ARMOUR INC | 0.01% | Reduce -96.0% | 267,175 | $2.15M | $8.06 | |
| 117 | JPM | JPMORGAN CHASE & CO | 0.01% | Reduce -43.4% | 21,137 | $1.9M | $90.03 | |
| 118 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | - | 15,000 | $1.61M | $107.00 | |
| 119 | ETFC | E TRADE FINANCIAL CORP | 0.00% | - | 25,825 | $886K | No quote | No quote |
| 120 | SLCA | U S SILICA HLDGS INC | 0.00% | - | 380,600 | $685K | No quote | No quote |
| 121 | CDEV | CENTENNIAL RESOURCE DEV INC | 0.00% | Reduce -39.6% | 2,491,460 | $655K | No quote | No quote |
| 122 | MAN | MANPOWERGROUP INC | 0.00% | Add +0.9% | 11,565 | $613K | $53.00 | |
| 123 | HUBS | HUBSPOT INC | 0.00% | New | 4,412 | $588K | No quote | No quote |
| 124 | CRM | SALESFORCE COM INC | 0.00% | - | 3,200 | $461K | $144.06 | |
| 125 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $441K | $142.26 | |
| 126 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | Reduce -49.3% | 9,970 | $431K | $43.23 | |
| 127 | MSFT | MICROSOFT CORP | 0.00% | - | 2,500 | $394K | $157.60 | |
| 128 | BC | BRUNSWICK CORP | 0.00% | Reduce -3.7% | 10,450 | $370K | $35.41 | |
| 129 | AXTA | AXALTA COATING SYS LTD | 0.00% | Reduce -93.6% | 20,655 | $357K | $17.28 | |
| 137 | WTW | WILLIS TOWERS WATSON PUB LTD | - | Sold | 0 | $0 | No quote | No quote |
| 136 | WCC | WESCO INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | USB | US BANCORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 134 | CRTO | CRITEO S A | - | Sold | 0 | $0 | No quote | No quote |
| 133 | KMX | CARMAX INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | ARNC | ARCONIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 131 | AON | AON PLC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | AAL | AMERICAN AIRLS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |