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Focused investors/Bill Nygren

Bill Nygren - Oakmark Funds

As of Q1 2026, this manager 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.

As of Q1 2026, Bill Nygren's Oakmark Funds held 156 long-equity positions with a reported value of $74.88B.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 27.5% ($20.62B)Healthcare: 12.7% ($9.49B)Energy: 9.9% ($7.43B)Industrials: 9.6% ($7.2B)Consumer Cyclical: 9.4% ($7.01B)Technology: 9.1% ($6.82B)Communication Services: 8.5% ($6.39B)Consumer Defensive: 5.7% ($4.3B)Unclassified: 3.6% ($2.66B)Basic Materials: 2.7% ($2.03B)Real Estate: 1.2% ($926.55M)

Sector breakdown

  • Financial Services(32)27.5%
  • Healthcare(21)12.7%
  • Energy(7)9.9%
  • Industrials(19)9.6%
  • Consumer Cyclical(21)9.4%
  • Technology(17)9.1%
  • Communication Services(10)8.5%
  • Consumer Defensive(12)5.7%
  • Unclassified(12)3.6%
  • Basic Materials(2)2.7%
  • Real Estate(3)1.2%