Bill Nygren - Oakmark Funds
As of Q1 2026, Bill Nygren reported 156 long-equity positions worth $74.88B in aggregate.
It also disclosed $152.55M 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
- -1.60%
- 1-year
- +8.87%
- 3-year
- +53.37%
- 3-year top 5
- +113.63%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 122 of 150 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 7.71% | Reduce -4.1% | 1,723,628 | $4.79B | $2781.35 | |
| 2 | FI | FISERV INC | 3.93% | Add +3.0% | 24,085,796 | $2.44B | No quote | No quote |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.63% | Add +29.2% | 4,132,153 | $2.25B | $545.52 | |
| 4 | HCA | HCA HEALTHCARE INC | 3.08% | Reduce -2.6% | 7,646,769 | $1.92B | $250.62 | |
| 5 | BAC | BK OF AMERICA CORP | 2.93% | Reduce -17.0% | 44,141,207 | $1.82B | $41.22 | |
| 6 | GM | GENERAL MTRS CO | 2.89% | Add +22.7% | 41,029,259 | $1.79B | $43.74 | |
| 7 | AIG | AMERICAN INTL GROUP INC | 2.81% | Reduce -8.2% | 27,839,991 | $1.75B | $62.77 | |
| 8 | KDP | KEURIG DR PEPPER INC | 2.71% | Reduce -9.1% | 44,485,455 | $1.69B | $37.90 | |
| 9 | BKNG | BOOKING HOLDINGS INC | 2.51% | Reduce -0.5% | 665,415 | $1.56B | $2348.45 | |
| 10 | CNHI | CNH INDL N V | 2.37% | Reduce -5.7% | 92,317,730 | $1.47B | No quote | No quote |
| 11 | C | CITIGROUP INC | 2.31% | Reduce -4.4% | 26,870,894 | $1.43B | $53.40 | |
| 12 | HUM | HUMANA INC | 2.15% | Reduce -30.9% | 3,065,934 | $1.33B | $435.17 | |
| 13 | ALLY | ALLY FINL INC | 1.87% | Add +7.4% | 26,673,412 | $1.16B | $43.48 | |
| 14 | AMZN | AMAZON COM INC | 1.78% | Add +5692.5% | 340,250 | $1.11B | $3259.95 | |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 1.73% | Reduce -2.4% | 42,225,879 | $1.08B | $25.51 | |
| 16 | TEL | TE CONNECTIVITY LTD | 1.72% | Reduce -7.0% | 8,188,259 | $1.07B | $130.98 | |
| 17 | NFLX | NETFLIX INC | 1.68% | Add +53.5% | 2,790,355 | $1.05B | $374.59 | |
| 18 | EOG | EOG RES INC | 1.65% | Reduce -12.3% | 8,614,386 | $1.03B | $119.23 | |
| 19 | SCHW | SCHWAB CHARLES CORP | 1.63% | Reduce -3.5% | 12,035,564 | $1.01B | $84.31 | |
| 20 | CBRE | CBRE GROUP INC | 1.45% | Add +1.4% | 9,885,065 | $904.68M | $91.52 | |
| 21 | META | META PLATFORMS INC | 1.41% | Add +4.8% | 3,938,174 | $875.69M | $222.36 | |
| 22 | WTW | WILLIS TOWERS WATSON PLC LTD | 1.36% | Add +117.0% | 3,579,202 | $845.48M | $236.22 | |
| 23 | APA | APA CORPORATION | 1.30% | Add +1.9% | 19,504,569 | $806.12M | $41.33 | |
| 24 | HLT | HILTON WORLDWIDE HLDGS INC | 1.28% | Reduce -38.5% | 5,262,265 | $798.5M | $151.74 | |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.28% | Reduce -30.3% | 2,254,632 | $795.68M | No quote | No quote |
| 26 | STZ | CONSTELLATION BRANDS INC | 1.24% | Reduce -16.9% | 3,350,886 | $771.78M | $230.32 | |
| 27 | REGN | REGENERON PHARMACEUTICALS | 1.23% | Reduce -17.3% | 1,093,017 | $763.39M | $698.42 | |
| 28 | COF | CAPITAL ONE FINL CORP | 1.17% | Add +0.8% | 5,533,657 | $726.51M | $131.29 | |
| 29 | CMCSA | COMCAST CORP NEW | 1.17% | Reduce -5.4% | 15,508,250 | $726.1M | $46.82 | |
| 30 | TV | GRUPO TELEVISA S A B | 1.14% | Reduce -7.8% | 60,752,655 | $710.81M | No quote | No quote |
| 31 | WFC | WELLS FARGO CO NEW | 1.09% | Add +2.4% | 13,970,061 | $676.99M | $48.46 | |
| 32 | RYAAY | RYANAIR HOLDINGS PLC | 1.08% | Add +15.6% | 7,717,068 | $672.31M | $87.12 | |
| 33 | V | VISA INC | 1.07% | Reduce -6.7% | 3,000,154 | $665.34M | $221.77 | |
| 34 | ORCL | ORACLE CORP | 0.90% | Add +1.2% | 6,798,292 | $562.42M | $82.73 | |
| 35 | RGA | REINSURANCE GRP OF AMERICA I | 0.84% | Add +7.3% | 4,751,718 | $520.12M | $109.46 | |
| 36 | COP | CONOCOPHILLIPS | 0.83% | Reduce -6.8% | 5,143,223 | $514.32M | $100.00 | |
| 37 | THC | TENET HEALTHCARE CORP | 0.82% | Reduce -1.5% | 5,909,136 | $507.95M | $85.96 | |
| 38 | GD | GENERAL DYNAMICS CORP | 0.76% | Reduce -47.7% | 1,947,998 | $469.82M | $241.18 | |
| 39 | IPG | INTERPUBLIC GROUP COS INC | 0.75% | Add +6.3% | 13,179,694 | $467.22M | No quote | No quote |
| 40 | LEA | LEAR CORP | 0.75% | Reduce -3.9% | 3,269,418 | $466.19M | $142.59 | |
| 41 | PINS | PINTEREST INC | 0.73% | Add +19142.5% | 18,558,778 | $456.73M | $24.61 | |
| 42 | MA | MASTERCARD INCORPORATED | 0.72% | Reduce -13.6% | 1,260,226 | $450.38M | $357.38 | |
| 43 | GS | GOLDMAN SACHS GROUP INC | 0.72% | Add +2.3% | 1,352,805 | $446.56M | $330.10 | |
| 44 | OTEX | OPEN TEXT CORP | 0.69% | Add +23.5% | 10,109,221 | $428.54M | No quote | No quote |
| 45 | CRM | SALESFORCE COM INC | 0.68% | Add +190.4% | 2,004,650 | $425.63M | $212.32 | |
| 46 | CVS | CVS HEALTH CORP | 0.68% | Reduce -41.4% | 4,166,957 | $421.74M | $101.21 | |
| 47 | WDAY | WORKDAY INC | 0.66% | Add +15.1% | 1,706,091 | $408.54M | $239.46 | |
| 48 | STT | STATE STR CORP | 0.64% | Reduce -3.0% | 4,582,592 | $399.24M | $87.12 | |
| 49 | MO | ALTRIA GROUP INC | 0.64% | Add +23.7% | 7,601,176 | $397.16M | $52.25 | |
| 50 | BWA | BORGWARNER INC | 0.63% | Add +12.4% | 10,069,416 | $391.7M | $38.90 | |
| 51 | BLK | BLACKROCK INC | 0.63% | Add +470.7% | 509,566 | $389.4M | $764.17 | |
| 52 | IT | GARTNER INC | 0.63% | Reduce -11.3% | 1,307,645 | $388.97M | $297.46 | |
| 53 | AXP | AMERICAN EXPRESS CO | 0.62% | Reduce -9.0% | 2,067,127 | $386.55M | $187.00 | |
| 54 | GE | GENERAL ELECTRIC CO | 0.61% | Reduce -8.4% | 4,121,452 | $377.11M | $91.50 | |
| 55 | HWM | HOWMET AEROSPACE INC | 0.60% | Reduce -1.8% | 10,363,183 | $372.45M | No quote | No quote |
| 56 | KKR | KKR & CO INC | 0.59% | Add +60.0% | 6,286,800 | $367.59M | $58.47 | |
| 57 | NOV | NOV INC | 0.58% | Add +0.8% | 18,528,147 | $363.34M | $19.61 | |
| 58 | GPN | GLOBAL PMTS INC | 0.58% | Add +151.0% | 2,625,200 | $359.23M | $136.84 | |
| 59 | VIPS | VIPSHOP HOLDINGS LIMITED | 0.58% | Add +3.5% | 39,745,612 | $357.71M | $9.00 | |
| 60 | TMUS | T-MOBILE US INC | 0.57% | Add +5.6% | 2,758,911 | $354.11M | $128.35 | |
| 61 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.56% | Add +1.7% | 2,613,101 | $345.24M | $132.12 | |
| 62 | GOOG | ALPHABET INC | 0.54% | Reduce -1.1% | 120,931 | $337.76M | $2792.99 | |
| 63 | FANG | DIAMONDBACK ENERGY INC | 0.53% | Reduce -20.5% | 2,416,844 | $331.3M | $137.08 | |
| 64 | CDK | CDK GLOBAL INC | 0.52% | Add +3.8% | 6,667,131 | $324.56M | No quote | No quote |
| 65 | LIVN | LIVANOVA PLC | 0.51% | Add +1.3% | 3,872,581 | $316.89M | $81.83 | |
| 66 | QSR | RESTAURANT BRANDS INTL INC | 0.51% | Reduce -4.6% | 5,390,233 | $314.74M | $58.39 | |
| 67 | EBAY | EBAY INC. | 0.45% | Add +2.9% | 4,871,088 | $278.92M | $57.26 | |
| 68 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.44% | Add +73.0% | 1,776,156 | $273.07M | $153.74 | |
| 69 | LBRDK | LIBERTY BROADBAND CORP | 0.41% | Add +4.3% | 1,896,414 | $256.62M | $135.32 | |
| 70 | THO | THOR INDS INC | 0.41% | Add +25.2% | 3,259,324 | $256.51M | $78.70 | |
| 71 | FLS | FLOWSERVE CORP | 0.40% | Add +5.8% | 6,894,286 | $247.51M | $35.90 | |
| 72 | EFX | EQUIFAX INC | 0.38% | Add +1169.5% | 1,004,399 | $238.14M | $237.10 | |
| 73 | CSL | CARLISLE COS INC | 0.38% | Reduce -1.3% | 965,083 | $237.33M | $245.92 | |
| 74 | LAD | LITHIA MTRS INC | 0.38% | New | 778,500 | $233.64M | $300.12 | |
| 75 | BK | BANK NEW YORK MELLON CORP | 0.37% | Reduce -3.0% | 4,650,463 | $230.8M | $49.63 | |
| 76 | PM | PHILIP MORRIS INTL INC | 0.37% | Add +1.0% | 2,434,444 | $228.69M | $93.94 | |
| 77 | DXC | DXC TECHNOLOGY CO | 0.35% | Reduce -35.2% | 6,750,713 | $220.28M | No quote | No quote |
| 78 | HHC | HOWARD HUGHES CORP | 0.33% | Add +0.2% | 2,001,314 | $207.36M | No quote | No quote |
| 79 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.33% | Reduce -0.2% | 5,146,838 | $202.07M | $39.26 | |
| 80 | MCO | MOODYS CORP | 0.32% | Reduce -7.8% | 596,266 | $201.19M | $337.41 | |
| 81 | FCNCA | FIRST CTZNS BANCSHARES INC N | 0.32% | Add +419.7% | 300,263 | $199.86M | $665.60 | |
| 82 | PHG | KONINKLIJKE PHILIPS N V | 0.31% | New | 6,338,150 | $194.52M | $30.69 | |
| 83 | PCAR | PACCAR INC | 0.30% | Add +1.8% | 2,089,958 | $184.06M | $88.07 | |
| 84 | PHM | PULTE GROUP INC | 0.30% | Add +57168.2% | 4,391,326 | $184M | $41.90 | |
| 85 | CMI | CUMMINS INC | 0.26% | Add +1.7% | 776,195 | $159.21M | $205.11 | |
| 86 | PDCE | PDC ENERGY INC | 0.25% | Reduce -11.3% | 2,171,367 | $157.82M | No quote | No quote |
| 87 | HAL | HALLIBURTON CO | 0.25% | Reduce -58.4% | 4,123,241 | $156.15M | $37.87 | |
| 88 | CWK | CUSHMAN WAKEFIELD PLC | 0.22% | Add +12.2% | 6,568,517 | $134.72M | $20.51 | |
| 89 | ARNC | ARCONIC CORPORATION | 0.21% | Add +0.4% | 5,064,909 | $129.76M | No quote | No quote |
| 90 | WEN | WENDYS CO | 0.21% | Add +12.3% | 5,865,804 | $128.87M | $21.97 | |
| 91 | MAN | MANPOWERGROUP INC WIS | 0.21% | Add +0.6% | 1,366,784 | $128.37M | $93.92 | |
| 92 | SEE | SEALED AIR CORP NEW | 0.18% | Reduce -0.7% | 1,654,715 | $110.8M | $66.96 | |
| 93 | CHX | CHAMPIONX CORPORATION | 0.17% | Add +28.1% | 4,217,042 | $103.23M | No quote | No quote |
| 94 | CRI | CARTERS INC | 0.16% | Add +2.7% | 1,065,950 | $98.06M | $91.99 | |
| 95 | LW | LAMB WESTON HLDGS INC | 0.11% | New | 1,130,256 | $67.71M | $59.91 | |
| 96 | JCI | JOHNSON CTLS INTL PLC | 0.11% | Reduce -22.5% | 1,022,215 | $67.03M | $65.57 | |
| 97 | POST | POST HLDGS INC | 0.10% | Reduce -69.1%1.528:1 split | 929,138 | $64.35M | $69.26 | |
| 98 | DLTR | DOLLAR TREE INC | 0.10% | Add +15.7% | 379,100 | $60.71M | $160.15 | |
| 99 | WMG | WARNER MUSIC GROUP CORP | 0.09% | Add +274.1% | 1,511,032 | $57.19M | $37.85 | |
| 100 | NVST | ENVISTA HOLDINGS CORPORATION | 0.09% | Reduce -64.7% | 1,159,528 | $56.48M | $48.71 | |
| 101 | DIS | DISNEY WALT CO | 0.08% | Reduce -7.0% | 345,008 | $47.32M | $137.16 | |
| 102 | PH | PARKER-HANNIFIN CORP | 0.06% | New | 131,720 | $37.38M | $283.76 | |
| 103 | HII | HUNTINGTON INGALLS INDS INC | 0.06% | Add +43.6% | 186,792 | $37.25M | $199.44 | |
| 104 | KAR | KAR AUCTION SVCS INC | 0.06% | Add +33.9% | 1,967,315 | $35.51M | No quote | No quote |
| 105 | ALV | AUTOLIV INC | 0.05% | Add +10.2% | 420,240 | $32.12M | $76.44 | |
| 106 | AAPL | APPLE INC | 0.05% | Reduce -23.7% | 169,431 | $29.58M | $174.61 | |
| 107 | ARMK | ARAMARK | 0.05% | Add +16.4% | 781,284 | $29.38M | $37.60 | |
| 108 | ACVA | ACV AUCTIONS INC | 0.04% | Add +310.9% | 1,833,326 | $27.15M | No quote | No quote |
| 109 | REYN | REYNOLDS CONSUMER PRODS INC | 0.04% | Add +16.0% | 809,339 | $23.75M | $29.34 | |
| 110 | GLPI | GAMING & LEISURE PPTYS INC | 0.03% | Reduce -8.6% | 454,647 | $21.34M | $46.93 | |
| 111 | TXN | TEXAS INSTRS INC | 0.03% | Reduce -18.8% | 107,414 | $19.71M | $183.48 | |
| 112 | QRTEA | QURATE RETAIL INC | 0.03% | Reduce -60.2% | 3,956,523 | $18.83M | No quote | No quote |
| 113 | BRBR | BELLRING BRANDS INC | 0.03% | New | 686,233 | $15.84M | $23.08 | |
| 114 | ADP | AUTOMATIC DATA PROCESSING IN | 0.03% | Reduce -93.5% | 68,971 | $15.69M | $227.54 | |
| 115 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -0.6% | 100,453 | $13.07M | $130.15 | |
| 116 | QRVO | QORVO INC | 0.02% | - | 91,804 | $11.39M | $124.10 | |
| 117 | GRFS | GRIFOLS S A | 0.02% | New | 901,600 | $10.53M | $11.68 | |
| 118 | NDAQ | NASDAQ INC | 0.02% | Reduce -8.2% | 58,028 | $10.34M | $178.21 | |
| 119 | DEO | DIAGEO PLC | 0.01% | Reduce -24.9% | 39,608 | $8.05M | $203.14 | |
| 120 | GIL | GILDAN ACTIVEWEAR INC | 0.01% | Reduce -12.2% | 203,100 | $7.62M | $37.50 | |
| 121 | HRI | HERC HLDGS INC | 0.01% | Reduce -55.8% | 44,351 | $7.41M | $167.10 | |
| 122 | GOCO | GOHEALTH INC | 0.01% | Reduce -55.8% | 6,222,100 | $7.34M | No quote | No quote |
| 123 | LBRDA | LIBERTY BROADBAND CORP | 0.01% | Add +12.2% | 50,548 | $6.63M | $131.06 | |
| 124 | DOV | DOVER CORP | 0.01% | Reduce -23.6% | 37,908 | $5.95M | $156.91 | |
| 125 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.01% | Reduce -86.9%1.03:1 split | 39,663 | $5.07M | $127.90 | |
| 126 | UNH | UNITEDHEALTH GROUP INC | 0.01% | Reduce -31.5% | 9,520 | $4.86M | $509.98 | |
| 127 | SPGI | S&P GLOBAL INC | 0.00% | Reduce -96.8% | 6,975 | $2.86M | $410.18 | |
| 128 | CAT | CATERPILLAR INC | 0.00% | Reduce -58.8% | 9,425 | $2.1M | $222.81 | |
| 129 | TKR | TIMKEN CO | 0.00% | Add +303.4% | 28,040 | $1.7M | $60.70 | |
| 130 | AON | AON PLC | 0.00% | Reduce -58.1% | 4,480 | $1.46M | $325.67 | |
| 131 | INTC | INTEL CORP | 0.00% | - | 25,000 | $1.24M | $49.56 | |
| 132 | LMT | LOCKHEED MARTIN CORP | 0.00% | Reduce -39.5% | 2,670 | $1.18M | $441.57 | |
| 133 | RTLR | RATTLER MIDSTREAM LP | 0.00% | Reduce -31.3% | 72,588 | $1.01M | No quote | No quote |
| 134 | BAX | BAXTER INTL INC | 0.00% | Reduce -39.6% | 10,350 | $803K | $77.58 | |
| 135 | JPM | JPMORGAN CHASE & CO | 0.00% | - | 5,337 | $728K | $136.41 | |
| 136 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $649K | $209.35 | |
| 137 | TRN | TRINITY INDS INC | 0.00% | - | 16,100 | $553K | $34.35 | |
| 138 | MSFT | MICROSOFT CORP | 0.00% | - | 1,750 | $540K | $308.57 | |
| 139 | MGM | MGM RESORTS INTERNATIONAL | 0.00% | Reduce -54.4% | 8,965 | $376K | $41.94 | |
| 140 | CVX | CHEVRON CORP NEW | 0.00% | New | 1,350 | $220K | $162.96 | |
| 149 | TCOM | TRIP COM GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 148 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 147 | ST | SENSATA TECHNOLOGIES HLDG PL | - | Sold | 0 | $0 | No quote | No quote |
| 146 | RL | RALPH LAUREN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 145 | LBTYK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 144 | IWD | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 143 | CIT | CIT GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | CB | CHUBB LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 141 | BG | BUNGE LIMITED | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | PELOTON INTERACTIVE INCNOTE2/1 | OTHER | 16,600,000,000 | $13.72B |