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 119 of 149 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 4.78% | Reduce -1.6% | 1,357,038 | $2.8B | $2062.52 | |
| 2 | BAC | BK OF AMERICA CORP | 4.54% | Reduce -2.5% | 68,662,249 | $2.66B | $38.69 | |
| 3 | CNHI | CNH INDL N V | 3.96% | Reduce -25.3% | 149,789,387 | $2.32B | No quote | No quote |
| 4 | GM | GENERAL MTRS CO | 3.59% | Reduce -11.1% | 36,550,095 | $2.1B | $57.46 | |
| 5 | C | CITIGROUP INC | 3.40% | Add +0.8% | 27,322,376 | $1.99B | $72.75 | |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 3.06% | Add +9.6% | 2,898,855 | $1.79B | $617.02 | |
| 7 | HCA | HCA HEALTHCARE INC | 2.88% | Reduce -0.8% | 8,946,718 | $1.69B | $188.34 | |
| 8 | BKNG | BOOKING HOLDINGS INC | 2.84% | Reduce -2.3% | 712,407 | $1.66B | $2329.84 | |
| 9 | GOOG | ALPHABET INC | 2.62% | Add +2.8% | 740,917 | $1.53B | $2068.63 | |
| 10 | KDP | KEURIG DR PEPPER INC | 2.61% | Add +24.3% | 44,468,875 | $1.53B | $34.37 | |
| 11 | AIG | AMERICAN INTL GROUP INC | 2.49% | Add +2.2% | 31,490,353 | $1.46B | $46.21 | |
| 12 | LBTYA | LIBERTY GLOBAL PLC | 2.23% | Add +14.5% | 50,957,802 | $1.31B | $25.66 | |
| 13 | HUM | HUMANA INC | 2.19% | Add +226.3% | 3,063,527 | $1.28B | $419.25 | |
| 14 | TEL | TE CONNECTIVITY LTD | 2.14% | Reduce -26.3% | 9,703,497 | $1.25B | $129.11 | |
| 15 | META | FACEBOOK INC | 2.01% | Add +8.9% | 3,985,341 | $1.17B | $294.53 | |
| 16 | HLT | HILTON WORLDWIDE HLDGS INC | 1.97% | Reduce -17.6% | 9,538,473 | $1.15B | $120.92 | |
| 17 | ALLY | ALLY FINL INC | 1.95% | Reduce -10.6% | 25,259,345 | $1.14B | $45.21 | |
| 18 | CBRE | CBRE GROUP INC | 1.69% | Reduce -14.5% | 12,536,527 | $991.76M | $79.11 | |
| 19 | FI | FISERV INC | 1.68% | Add +584.9% | 8,272,349 | $984.74M | No quote | No quote |
| 20 | CMCSA | COMCAST CORP NEW | 1.64% | Add +1.5% | 17,737,540 | $959.78M | $54.11 | |
| 21 | STZ | CONSTELLATION BRANDS INC | 1.56% | Reduce -1.2% | 4,014,427 | $915.29M | $228.00 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.42% | Add +10.0% | 3,257,824 | $832.28M | No quote | No quote |
| 23 | COF | CAPITAL ONE FINL CORP | 1.42% | Reduce -7.3% | 6,508,342 | $828.06M | $127.23 | |
| 24 | SCHW | SCHWAB CHARLES CORP | 1.37% | Reduce -13.1% | 12,304,488 | $802.01M | $65.18 | |
| 25 | NFLX | NETFLIX INC | 1.32% | Add +5.5% | 1,478,001 | $771.01M | $521.66 | |
| 26 | EOG | EOG RES INC | 1.18% | Reduce -0.0% | 9,528,380 | $691.09M | $72.53 | |
| 27 | RYAAY | RYANAIR HOLDINGS PLC | 1.13% | Add +4.1% | 5,730,839 | $659.05M | $115.00 | |
| 28 | GD | GENERAL DYNAMICS CORP | 1.12% | Add +123.7% | 3,598,164 | $653.28M | $181.56 | |
| 29 | CVS | CVS HEALTH CORP | 1.10% | Add +2.6% | 8,554,249 | $643.54M | $75.23 | |
| 30 | LEA | LEAR CORP | 1.05% | Reduce -7.1% | 3,403,384 | $616.86M | $181.25 | |
| 31 | CVE | CENOVUS ENERGY INC | 1.01% | Reduce -19.8% | 78,859,707 | $592.33M | $7.51 | |
| 32 | TV | GRUPO TELEVISA SA | 1.00% | Add +2.4% | 65,749,939 | $582.54M | No quote | No quote |
| 33 | WDAY | WORKDAY INC | 0.98% | Reduce -17.1% | 2,318,515 | $575.99M | $248.43 | |
| 34 | MA | MASTERCARD INCORPORATED | 0.95% | Reduce -36.2% | 1,567,637 | $558.16M | $356.05 | |
| 35 | GE | GENERAL ELECTRIC CO | 0.95% | Reduce -6.1% | 42,161,204 | $553.58M | $13.13 | |
| 36 | ADP | AUTOMATIC DATA PROCESSING IN | 0.94% | Add +2.1% | 2,918,198 | $549.99M | $188.47 | |
| 37 | ORCL | ORACLE CORP | 0.91% | Add +6.6% | 7,599,994 | $533.29M | $70.17 | |
| 38 | MGM | MGM RESORTS INTERNATIONAL | 0.90% | Reduce -10.1% | 13,901,860 | $528.13M | $37.99 | |
| 39 | HWM | HOWMET AEROSPACE INC | 0.88% | Reduce -6.9% | 16,041,776 | $515.42M | $32.13 | |
| 40 | OTEX | OPEN TEXT CORP | 0.88% | Add +31.1% | 10,743,315 | $512.21M | $47.68 | |
| 41 | BABA | ALIBABA GROUP HLDG LTD | 0.86% | Add +69.2% | 2,216,365 | $502.52M | $226.73 | |
| 42 | WFC | WELLS FARGO CO NEW | 0.85% | Add +3.2% | 12,738,450 | $497.69M | $39.07 | |
| 43 | RGA | REINSURANCE GRP OF AMERICA I | 0.85% | Add +0.1% | 3,923,936 | $494.61M | $126.05 | |
| 44 | REGN | REGENERON PHARMACEUTICALS | 0.84% | Add +95.7% | 1,033,578 | $489.03M | $473.14 | |
| 45 | V | VISA INC | 0.79% | Reduce -1.8% | 2,174,881 | $460.49M | $211.73 | |
| 46 | MCO | MOODYS CORP | 0.78% | Add +5.0% | 1,525,538 | $455.54M | $298.61 | |
| 47 | GS | GOLDMAN SACHS GROUP INC | 0.74% | Reduce -0.6% | 1,327,388 | $434.06M | $327.00 | |
| 48 | STT | STATE STR CORP | 0.71% | Reduce -9.2% | 4,942,927 | $415.26M | $84.01 | |
| 49 | CAT | CATERPILLAR INC | 0.67% | Reduce -35.6% | 1,700,522 | $394.3M | $231.87 | |
| 50 | IPG | INTERPUBLIC GROUP COS INC | 0.67% | Add +8.4% | 13,367,116 | $390.32M | No quote | No quote |
| 51 | APA | APA CORPORATION | 0.64% | New | 20,771,054 | $371.8M | $17.90 | |
| 52 | NVST | ENVISTA HOLDINGS CORPORATION | 0.61% | Add +5.7% | 8,723,563 | $355.92M | $40.80 | |
| 53 | DXC | DXC TECHNOLOGY CO | 0.58% | Add +1.4% | 10,808,379 | $337.87M | No quote | No quote |
| 54 | THC | TENET HEALTHCARE CORP | 0.56% | Reduce -10.9% | 6,341,596 | $329.76M | $52.00 | |
| 55 | IT | GARTNER INC | 0.54% | Reduce -0.8% | 1,744,637 | $318.48M | $182.55 | |
| 56 | AXP | AMERICAN EXPRESS CO | 0.54% | Add +0.3% | 2,230,855 | $315.53M | $141.44 | |
| 57 | JCI | JOHNSON CTLS INTL PLC | 0.53% | Reduce -12.6% | 5,212,852 | $311.05M | $59.67 | |
| 58 | CDK | CDK GLOBAL INC | 0.48% | Add +28.3% | 5,214,501 | $281.9M | No quote | No quote |
| 59 | LIVN | LIVANOVA PLC | 0.48% | Add +2.3% | 3,819,961 | $281.65M | $73.73 | |
| 60 | LBRDK | LIBERTY BROADBAND CORP | 0.47% | Add +0.9% | 1,827,829 | $274.45M | $150.15 | |
| 61 | EBAY | EBAY INC. | 0.47% | Add +0.1% | 4,480,752 | $274.4M | $61.24 | |
| 62 | QSR | RESTAURANT BRANDS INTL INC | 0.45% | Add +86.3% | 4,006,108 | $260.4M | $65.00 | |
| 63 | FANG | DIAMONDBACK ENERGY INC | 0.41% | Add +0.0% | 3,281,438 | $241.15M | $73.49 | |
| 64 | BK | BANK NEW YORK MELLON CORP | 0.41% | Add +0.1% | 5,054,168 | $239.01M | $47.29 | |
| 65 | BWA | BORGWARNER INC | 0.41% | Reduce -28.1% | 5,121,226 | $237.42M | $46.36 | |
| 66 | FLS | FLOWSERVE CORP | 0.39% | Add +12.4% | 5,935,329 | $230.35M | $38.81 | |
| 67 | PM | PHILIP MORRIS INTL INC | 0.38% | Reduce -8.6% | 2,501,801 | $222.01M | $88.74 | |
| 68 | POST | POST HLDGS INC | 0.37% | Reduce -1.3% | 2,064,487 | $218.26M | $105.72 | |
| 69 | CMI | CUMMINS INC | 0.37% | Reduce -6.0% | 830,104 | $215.09M | $259.11 | |
| 70 | HAL | HALLIBURTON CO | 0.36% | Add +12.3% | 9,805,117 | $210.42M | $21.46 | |
| 71 | NOV | NOV INC | 0.35% | New | 15,092,965 | $207.08M | $13.72 | |
| 72 | KKR | KKR & CO INC | 0.35% | Add +39.6% | 4,211,089 | $205.71M | $48.85 | |
| 73 | THO | THOR INDS INC | 0.35% | Add +6.5% | 1,524,683 | $205.44M | $134.74 | |
| 74 | CSL | CARLISLE COS INC | 0.33% | Reduce -0.4% | 1,174,575 | $193.31M | $164.58 | |
| 75 | TMUS | T-MOBILE US INC | 0.30% | Add +2.7% | 1,379,675 | $172.86M | $125.29 | |
| 76 | SPGI | S&P GLOBAL INC | 0.29% | Add +0.1% | 484,044 | $170.81M | $352.87 | |
| 77 | HHC | HOWARD HUGHES CORP | 0.29% | Reduce -0.1% | 1,756,889 | $167.13M | No quote | No quote |
| 78 | MO | ALTRIA GROUP INC | 0.27% | New | 3,062,215 | $156.66M | $51.16 | |
| 79 | LBTYK | LIBERTY GLOBAL PLC | 0.26% | Reduce -9.6% | 6,056,787 | $154.69M | $25.54 | |
| 80 | A | AGILENT TECHNOLOGIES INC | 0.23% | Reduce -79.3% | 1,081,664 | $137.52M | $127.14 | |
| 81 | MAN | MANPOWERGROUP INC | 0.22% | Reduce -2.0% | 1,273,194 | $125.92M | $98.90 | |
| 82 | ARNC | ARCONIC CORPORATION | 0.21% | Add +10.1% | 4,773,433 | $121.2M | No quote | No quote |
| 83 | QRTEA | QURATE RETAIL INC | 0.21% | Add +0.2% | 10,276,339 | $120.85M | No quote | No quote |
| 84 | COP | CONOCOPHILLIPS | 0.20% | New | 2,207,317 | $116.92M | $52.97 | |
| 85 | CRM | SALESFORCE COM INC | 0.20% | New | 541,779 | $114.79M | $211.87 | |
| 86 | DEO | DIAGEO PLC | 0.18% | Reduce -16.5% | 651,727 | $107.02M | $164.21 | |
| 87 | HRI | HERC HLDGS INC | 0.17% | Reduce -32.4% | 962,671 | $97.55M | $101.33 | |
| 88 | PDCE | PDC ENERGY INC | 0.15% | Reduce -0.6% | 2,539,193 | $87.35M | No quote | No quote |
| 89 | CHX | CHAMPIONX CORPORATION | 0.14% | - | 3,669,077 | $79.73M | No quote | No quote |
| 90 | CRI | CARTERS INC | 0.14% | Add +1.2% | 894,977 | $79.59M | $88.93 | |
| 91 | CIT | CIT GROUP INC | 0.12% | New | 1,379,966 | $71.08M | No quote | No quote |
| 92 | GLPI | GAMING & LEISURE PPTYS INC | 0.12% | Reduce -47.8% | 1,673,298 | $71M | $42.43 | |
| 93 | SEE | SEALED AIR CORP NEW | 0.12% | Add +99.2% | 1,468,545 | $67.29M | $45.82 | |
| 94 | BLK | BLACKROCK INC | 0.11% | Reduce -11.9% | 88,654 | $66.84M | $753.96 | |
| 95 | TXN | TEXAS INSTRS INC | 0.10% | Reduce -44.4% | 303,304 | $57.32M | $188.99 | |
| 96 | UNH | UNITEDHEALTH GROUP INC | 0.09% | Reduce -46.3% | 140,932 | $52.44M | $372.07 | |
| 97 | AAPL | APPLE INC | 0.09% | Reduce -42.6% | 408,811 | $49.94M | $122.15 | |
| 98 | FCNCA | FIRST CTZNS BANCSHARES INC N | 0.08% | New | 57,665 | $48.2M | $835.78 | |
| 99 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.08% | Reduce -24.5% | 299,363 | $47.92M | $160.08 | |
| 100 | GIL | GILDAN ACTIVEWEAR INC | 0.08% | Reduce -6.0% | 1,502,300 | $45.97M | $30.60 | |
| 101 | DIS | DISNEY WALT CO | 0.08% | Add +0.1% | 240,775 | $44.43M | $184.52 | |
| 102 | BG | BUNGE LIMITED | 0.06% | Add +0.0% | 449,006 | $35.59M | $79.27 | |
| 103 | VLRS | CONTROLADORA VUELA COMP DE A | 0.06% | Reduce -43.6% | 2,364,788 | $33.72M | No quote | No quote |
| 104 | NDAQ | NASDAQ INC | 0.06% | Reduce -0.0% | 227,518 | $33.55M | $147.46 | |
| 105 | ALV | AUTOLIV INC | 0.05% | Add +4.7% | 339,185 | $31.48M | $92.80 | |
| 106 | EFX | EQUIFAX INC | 0.05% | Add +11.0% | 155,847 | $28.23M | $181.13 | |
| 107 | CB | CHUBB LIMITED | 0.04% | Reduce -0.1% | 135,000 | $21.33M | $157.97 | |
| 108 | TRN | TRINITY INDS INC | 0.04% | Reduce -69.7% | 746,886 | $21.28M | $28.49 | |
| 109 | PINS | PINTEREST INC | 0.03% | Reduce -57.0% | 248,085 | $18.37M | $74.03 | |
| 110 | ARMK | ARAMARK | 0.03% | Reduce -19.9% | 485,259 | $18.33M | $37.78 | |
| 111 | QRVO | QORVO INC | 0.03% | Reduce -5.6% | 97,351 | $17.79M | $182.70 | |
| 112 | DOV | DOVER CORP | 0.02% | Reduce -4.2% | 99,311 | $13.62M | $137.13 | |
| 113 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -1.3% | 95,835 | $13.25M | $138.30 | |
| 114 | HII | HUNTINGTON INGALLS INDS INC | 0.02% | New | 58,405 | $12.02M | $205.86 | |
| 115 | WAB | WABTEC | 0.02% | Add +5.1% | 116,351 | $9.21M | $79.16 | |
| 116 | INTC | INTEL CORP | 0.01% | Reduce -93.5% | 62,380 | $3.99M | $63.99 | |
| 117 | WEX | WEX INC | 0.01% | Reduce -1.3% | 17,740 | $3.71M | $209.24 | |
| 118 | AON | AON PLC | 0.01% | Add +48.3% | 15,508 | $3.57M | $230.14 | |
| 119 | BAX | BAXTER INTL INC | 0.00% | Add +1.4% | 28,739 | $2.42M | $84.35 | |
| 120 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | Add +0.4% | 15,078 | $2.19M | $145.18 | |
| 121 | GOCO | GOHEALTH INC | 0.00% | New | 157,071 | $1.84M | No quote | No quote |
| 122 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.00% | New | 28,250 | $1.15M | $40.81 | |
| 123 | JPM | JPMORGAN CHASE & CO | 0.00% | Reduce -13.0% | 5,337 | $812K | $152.15 | |
| 124 | AWI | ARMSTRONG WORLD INDS INC NEW | 0.00% | - | 8,750 | $788K | $90.06 | |
| 125 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.00% | New | 3,289 | $753K | $228.94 | |
| 126 | ST | SENSATA TECHNOLOGIES HLDG PL | 0.00% | New | 12,700 | $736K | $57.95 | |
| 127 | STLA | STELLANTIS N.V | 0.00% | New | 41,100 | $731K | $17.79 | |
| 128 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $687K | $221.61 | |
| 129 | CLGX | CORELOGIC INC | 0.00% | Reduce -52.3% | 8,400 | $666K | No quote | No quote |
| 130 | CHRW | C H ROBINSON WORLDWIDE INC | 0.00% | Reduce -32.6% | 6,600 | $630K | $95.45 | |
| 131 | LUV | SOUTHWEST AIRLS CO | 0.00% | Reduce -54.5% | 8,440 | $515K | $61.02 | |
| 132 | FL | FOOT LOCKER INC | 0.00% | Reduce -66.8% | 8,000 | $450K | No quote | No quote |
| 133 | MSFT | MICROSOFT CORP | 0.00% | Reduce -5.4% | 1,750 | $413K | $236.00 | |
| 134 | BA | BOEING CO | 0.00% | New | 1,066 | $272K | $255.16 | |
| 135 | KMX | CARMAX INC | 0.00% | New | 1,875 | $249K | $132.80 | |
| 136 | FDX | FEDEX CORP | 0.00% | Reduce -85.0% | 830 | $236K | $284.34 | |
| 137 | RL | RALPH LAUREN CORP | 0.00% | New | 1,800 | $222K | No quote | No quote |
| 149 | TCOM | TRIP COM GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 148 | TDOC | TELADOC HEALTH INC | - | Sold | 0 | $0 | No quote | No quote |
| 147 | PRGO | PERRIGO CO PLC | - | Sold | 0 | $0 | No quote | No quote |
| 146 | PH | PARKER-HANNIFIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 145 | MAS | MASCO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 144 | FCAU | FIAT CHRYSLER AUTOMOBILES N | - | Sold | 0 | $0 | No quote | No quote |
| 143 | CXO | CONCHO RES INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | BC | BRUNSWICK CORP | - | Sold | 0 | $0 | No quote | No quote |
| 141 | BB | BLACKBERRY LTD | - | Sold | 0 | $0 | No quote | No quote |
| 140 | APTV | APTIV PLC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | APA | APACHE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 138 | AIGWS | AMERICAN INTL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |