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.

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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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 104 of 132 rows. Rows without a quote are marked unavailable.


1	GOOG	ALPHABET INC	4.83%	Reduce -2.3%	2,241,783	$2.63B	$1173.31	No quote
2	BAC	BANK AMER CORP	4.51%	Add +9.9%	89,108,110	$2.46B	$27.59	No quote
3	C	CITIGROUP INC	4.28%	Reduce -0.1%	37,502,032	$2.33B	$62.22	No quote
4	GM	GENERAL MTRS CO	4.20%	Reduce -1.2%	61,659,950	$2.29B	$37.10	No quote
5	CHTR	CHARTER COMMUNICATIONS INC N	3.70%	Reduce -6.7%	5,805,874	$2.01B	$346.91	No quote
6	TEL	TE CONNECTIVITY LTD	3.51%	Reduce -2.6%	23,713,719	$1.91B	$80.75	No quote
7	MA	MASTERCARD INC	2.84%	Reduce -9.7%	6,572,715	$1.55B	$235.45	No quote
8	AIG	AMERICAN INTL GROUP INC	2.80%	Reduce -3.6%	35,392,087	$1.52B	$43.06	No quote
9	RYAAY	RYANAIR HLDGS PLC	2.27%	Add +14.8%	16,486,885	$1.24B	$74.94	No quote
10	HLT	HILTON WORLDWIDE HLDGS INC	2.20%	Add +9.5%	14,452,791	$1.2B	$83.11	No quote
11	NFLX	NETFLIX INC	2.03%	Reduce -0.4%	3,096,352	$1.1B	$356.56	No quote
12	REGN	REGENERON PHARMACEUTICALS	2.01%	Reduce -11.4%	2,666,971	$1.1B	$410.62	No quote
13	ALLY	ALLY FINL INC	1.90%	Reduce -4.8%	37,665,091	$1.04B	$27.49	No quote
14	BKNG	BOOKING HLDGS INC	1.80%	Add +73.4%	561,855	$980.39M	$1744.91	No quote
15	CMCSA	COMCAST CORP NEW	1.76%	Reduce -1.7%	23,961,641	$957.99M	$39.98	No quote
16	FCAU	FIAT CHRYSLER AUTOMOBILES N	1.73%	Add +0.5%	63,374,601	$941.11M	No quote	No quote
17	GE	GENERAL ELECTRIC CO	1.59%	Reduce -28.8%	86,685,347	$865.99M	$9.99	No quote
18	WTW	WILLIS TOWERS WATSON PUB LTD	1.52%	Reduce -2.4%	4,699,878	$825.53M	$175.65	No quote
19	LBTYA	LIBERTY GLOBAL PLC	1.47%	Add +27.1%	32,145,224	$801.06M	$24.92	No quote
20	LBTYK	LIBERTY GLOBAL PLC	1.47%	Reduce -21.3%	33,041,302	$799.93M	$24.21	No quote
21	GOOGL	ALPHABET INC	1.37%	Reduce -0.8%	632,778	$744.71M	$1176.89	No quote
22	AAPL	APPLE INC	1.35%	Add +1.4%	3,858,501	$732.92M	$189.95	No quote
23	HCA	HCA HEALTHCARE INC	1.32%	Reduce -14.2%	5,528,634	$720.82M	$130.38	No quote
24	APA	APACHE CORP	1.27%	Add +1.3%	19,909,054	$690.05M	$34.66	No quote
25	COF	CAPITAL ONE FINL CORP	1.25%	Add +3.0%	8,312,035	$679.01M	$81.69	No quote
26	BIDU	BAIDU INC	1.24%	Add +30.0%	4,102,910	$676.37M	$164.85	No quote
27	TV	GRUPO TELEVISA SA	1.23%	Add +0.8%	60,660,808	$670.91M	No quote	No quote
28	CVS	CVS HEALTH CORP	1.22%	Add +3.8%	12,330,522	$664.99M	$53.93	No quote
29	MCO	MOODYS CORP	1.21%	Reduce -4.0%	3,651,958	$661.33M	$181.09	No quote
30	CBRE	CBRE GROUP INC	1.21%	Reduce -7.7%	13,319,669	$658.66M	$49.45	No quote
31	SCHW	THE CHARLES SCHWAB CORPORATI	1.21%	Add +10.4%	15,385,625	$657.89M	$42.76	No quote
32	ORCL	ORACLE CORP	1.19%	Reduce -29.2%	12,118,278	$650.87M	$53.71	No quote
33	WFC	WELLS FARGO CO NEW	1.15%	Reduce -41.0%	12,949,047	$625.7M	$48.32	No quote
34	APC	ANADARKO PETE CORP	1.15%	Add +1.7%	13,750,576	$625.38M	No quote	No quote
35	NOV	NATIONAL OILWELL VARCO INC	1.13%	Add +0.9%	23,025,065	$613.39M	$26.64	No quote
36	V	VISA INC	1.12%	Reduce -6.8%	3,909,508	$610.63M	$156.19	No quote
37	AAL	AMERICAN AIRLS GROUP INC	1.10%	Reduce -0.2%	18,912,711	$600.67M	$31.76	No quote
38	CVE	CENOVUS ENERGY INC	1.10%	Reduce -6.6%	69,041,460	$599.48M	$8.68	No quote
39	STT	STATE STR CORP	0.99%	Add +0.1%	8,204,975	$539.97M	$65.81	No quote
40	INTC	INTEL CORP	0.94%	Reduce -5.5%	9,570,987	$513.96M	$53.70	No quote
41	BK	BANK NEW YORK MELLON CORP	0.91%	Reduce -8.9%	9,865,604	$497.52M	$50.43	No quote
42	CAT	CATERPILLAR INC DEL	0.90%	Add +2.1%	3,602,178	$488.06M	$135.49	No quote
43	MGM	MGM RESORTS INTERNATIONAL	0.89%	Reduce -1.1%	18,955,138	$486.39M	$25.66	No quote
44	META	FACEBOOK INC	0.89%	Add +1.9%	2,893,087	$482.25M	$166.69	No quote
45	LEA	LEAR CORP	0.86%	Add +0.5%	3,441,497	$467.05M	$135.71	No quote
46	QRTEA	QURATE RETAIL INC	0.79%	Reduce -2.1%	27,025,692	$431.87M	No quote	No quote
47	PH	PARKER HANNIFIN CORP	0.79%	Add +0.1%	2,491,885	$427.66M	$171.62	No quote
48	STZ	CONSTELLATION BRANDS INC	0.76%	New	2,371,055	$415.72M	$175.33	No quote
49	TXN	TEXAS INSTRS INC	0.74%	Reduce -0.6%	3,817,722	$404.95M	$106.07	No quote
50	HAL	HALLIBURTON CO	0.73%	Add +6.6%	13,499,748	$395.54M	$29.30	No quote
51	DEO	DIAGEO P L C	0.69%	Reduce -45.5%	2,298,822	$376.11M	$163.61	No quote
52	PM	PHILIP MORRIS INTL INC	0.65%	Reduce -3.8%	4,016,181	$354.99M	$88.39	No quote
53	ARNC	ARCONIC INC	0.64%	Add +0.5%	18,370,688	$351.06M	No quote	No quote
54	ADP	AUTOMATIC DATA PROCESSING IN	0.59%	Reduce -0.2%	2,007,093	$320.61M	$159.74	No quote
55	CMI	CUMMINS INC	0.54%	Add +0.1%	1,872,243	$295.57M	$157.87	No quote
56	LUV	SOUTHWEST AIRLS CO	0.54%	Add +18.7%	5,687,118	$295.22M	$51.91	No quote
57	IT	GARTNER INC	0.53%	Reduce -0.1%	1,909,061	$289.57M	$151.68	No quote
58	DXC	DXC TECHNOLOGY CO	0.53%	Add +0.6%	4,448,547	$286.09M	No quote	No quote
59	IPG	INTERPUBLIC GROUP COS INC	0.51%	Add +0.4%	13,132,411	$275.91M	No quote	No quote
60	JCI	JOHNSON CTLS INTL PLC	0.50%	Reduce -2.4%	7,417,631	$274.01M	$36.94	No quote
61	GS	GOLDMAN SACHS GROUP INC	0.48%	Reduce -0.7%	1,354,265	$260.01M	$191.99	No quote
62	BWA	BORGWARNER INC	0.46%	Reduce -1.8%	6,546,309	$251.44M	$38.41	No quote
63	EBAY	EBAY INC	0.45%	Add +0.1%	6,640,360	$246.62M	$37.14	No quote
64	LBRDK	LIBERTY BROADBAND CORP	0.44%	Reduce -0.1%	2,637,034	$241.92M	$91.74	No quote
65	FDX	FEDEX CORP	0.44%	Reduce -0.2%	1,309,209	$237.5M	$181.41	No quote
66	BAX	BAXTER INTL INC	0.42%	Reduce -49.1%	2,843,046	$231.17M	$81.31	No quote
67	FL	FOOT LOCKER INC	0.40%	Reduce -13.6%	3,589,655	$217.53M	No quote	No quote
68	NWSA	NEWS CORP NEW	0.38%	Add +4.7%	16,563,337	$206.05M	$12.44	No quote
69	UNH	UNITEDHEALTH GROUP INC	0.38%	Reduce -32.5%	828,201	$204.78M	$247.26	No quote
70	SPGI	S&P GLOBAL INC	0.34%	New	879,766	$185.24M	$210.55	No quote
71	HHC	HOWARD HUGHES CORP	0.34%	Reduce -2.4%	1,661,526	$182.77M	No quote	No quote
72	APTV	APTIV PLC	0.33%	Add +0.1%	2,249,965	$178.85M	$79.49	No quote
73	THC	TENET HEALTHCARE CORP	0.32%	Reduce -3.3%	6,005,712	$173.21M	$28.84	No quote
74	LIVN	LIVANOVA PLC	0.29%	Add +180.6%	1,644,726	$159.95M	$97.25	No quote
75	UA	UNDER ARMOUR INC	0.28%	Reduce -4.5%	7,987,919	$150.73M	$18.87	No quote
76	CSL	CARLISLE COS INC	0.28%	Reduce -1.3%	1,228,199	$150.6M	$122.62	No quote
77	CLGX	CORELOGIC INC	0.27%	Reduce -1.7%	3,960,198	$147.56M	No quote	No quote
78	POST	POST HLDGS INC	0.25%	Add +1.1%	1,258,675	$137.7M	$109.40	No quote
79	LYV	LIVE NATION ENTERTAINMENT IN	0.25%	Reduce -15.3%	2,130,882	$135.4M	$63.54	No quote
80	CHK	CHESAPEAKE ENERGY CORP	0.24%	Add +0.8%	42,237,380	$130.94M	No quote	No quote
81	GLPI	GAMING & LEISURE PPTYS INC	0.23%	Reduce -0.5%	3,301,538	$127.34M	$38.57	No quote
82	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.22%	Add +0.7%	2,948,971	$120.79M	$40.96	No quote
83	CRI	CARTERS INC	0.17%	Reduce -0.2%	907,711	$91.49M	$100.79	No quote
84	ADT	ADT INC	0.17%	Add +18.6%	14,073,438	$89.93M	$6.39	No quote
85	PDCE	PDC ENERGY INC	0.16%	Reduce -10.8%	2,093,645	$85.17M	No quote	No quote
86	APY	APERGY CORP	0.14%	Reduce -0.5%	1,923,707	$78.99M	No quote	No quote
87	DLPH	DELPHI TECHNOLOGIES PLC	0.13%	Add +4696.1%	3,813,947	$73.46M	No quote	No quote
88	USG	U S G CORP	0.13%	Reduce -41.7%	1,635,702	$70.83M	No quote	No quote
89	BLK	BLACKROCK INC	0.12%	Add +2.1%	152,021	$64.97M	$427.37	No quote
90	VLRS	CONTROLADORA VUELA CIA DE AV	0.11%	Reduce -3.0%	6,980,650	$59.48M	No quote	No quote
91	AON	AON PLC	0.11%	Reduce -70.5%	339,342	$57.93M	$170.70	No quote
92	CRTO	CRITEO S A	0.09%	Reduce -8.0%	2,433,800	$48.75M	No quote	No quote
93	WFT	WEATHERFORD INTL PLC	0.09%	New	67,000,000	$46.77M	No quote	No quote
94	BMY	BRISTOL MYERS SQUIBB CO	0.07%	Reduce -88.2%	856,674	$40.87M	$47.71	No quote
95	HRI	HERC HLDGS INC	0.07%	Add +8.9%	1,037,737	$40.45M	$38.98	No quote
96	THO	THOR INDS INC	0.07%	Add +15.4%	646,187	$40.3M	$62.37	No quote
97	CDEV	CENTENNIAL RESOURCE DEV INC	0.07%	Reduce -7.8%	4,285,014	$37.67M	No quote	No quote
98	WCC	WESCO INTL INC	0.07%	Reduce -0.1%	709,425	$37.61M	$53.01	No quote
99	CHRW	C H ROBINSON WORLDWIDE INC	0.07%	Reduce -19.6%	429,423	$37.36M	$86.99	No quote
100	SLCA	U S SILICA HLDGS INC	0.05%	Add +1.6%	1,641,200	$28.49M	No quote	No quote
101	EFX	EQUIFAX INC	0.05%	Add +1.0%	237,182	$28.11M	$118.50	No quote
102	ALV	AUTOLIV INC	0.05%	New	371,635	$27.33M	$73.53	No quote
103	KMX	CARMAX INC	0.05%	Reduce -5.7%	378,836	$26.44M	$69.80	No quote
104	DOV	DOVER CORP	0.05%	Reduce -80.4%	270,442	$25.37M	$93.80	No quote
105	MAS	MASCO CORP	0.05%	Add +46.0%	633,530	$24.9M	$39.31	No quote
106	TRN	TRINITY INDS INC	0.04%	Add +141.0%	879,893	$19.12M	$21.73	No quote
107	ACA	ARCOSA INC	0.03%	Add +17.5%	603,579	$18.44M	$30.55	No quote
108	WAB	WABTEC CORP	0.03%	New	201,571	$14.86M	$73.72	No quote
109	AXTA	AXALTA COATING SYS LTD	0.03%	Reduce -2.5%	587,621	$14.81M	$25.21	No quote
110	ZBH	ZIMMER BIOMET HLDGS INC	0.02%	Reduce -3.0%	87,187	$11.13M	$127.70	No quote
111	CDW	CDW CORP	0.02%	Reduce -30.0%	115,000	$11.08M	$96.37	No quote
112	QRVO	QORVO INC	0.02%	Reduce -80.9%	145,609	$10.45M	$71.73	No quote
113	UL	UNILEVER PLC	0.01%	Reduce -82.1%	139,934	$8.08M	$57.72	No quote
114	WPP	WPP PLC NEW	0.01%	Reduce -6.0%	148,600	$7.85M	No quote	No quote
115	JPM	JPMORGAN CHASE & CO	0.01%	Reduce -1.1%	39,152	$3.96M	$101.22	No quote
116	AMTD	TD AMERITRADE HLDG CORP	0.01%	Add +18.4%	57,465	$2.87M	No quote	No quote
117	SLB	SCHLUMBERGER LTD	0.00%	Add +4.1%	35,850	$1.56M	$43.57	No quote
118	FBIN	FORTUNE BRANDS HOME & SEC IN	0.00%	Add +15.0%	31,770	$1.51M	$47.62	No quote
119	ETFC	E TRADE FINANCIAL CORP	0.00%	New	26,825	$1.25M	No quote	No quote
120	BKR	BAKER HUGHES A GE CO	0.00%	Reduce -6.0%	44,132	$1.22M	$27.71	No quote
121	MAN	MANPOWERGROUP INC	0.00%	New	14,190	$1.17M	$82.66	No quote
122	USB	US BANCORP DEL	0.00%	Reduce -7.0%	16,263	$784K	$48.21	No quote
123	BC	BRUNSWICK CORP	0.00%	Reduce -1.3%	12,925	$651K	$50.37	No quote
124	ITW	ILLINOIS TOOL WKS INC	0.00%	-	4,000	$574K	$143.50	No quote
125	MSFT	MICROSOFT CORP	0.00%	Reduce -0.6%	2,500	$295K	$118.00	No quote
126	CVX	CHEVRON CORP NEW	0.00%	-	2,000	$246K	$123.00	No quote
127	RRC	RANGE RES CORP	0.00%	-	20,000	$225K	$11.25	No quote
131	MDT	MEDTRONIC PLC	-	Sold	0	$0	No quote	No quote
130	FLEX	FLEX LTD	-	Sold	0	$0	No quote	No quote
129	ELLI	ELLIE MAE INC	-	Sold	0	$0	No quote	No quote
128	CTRP	CTRIP COM INTL LTD	-	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	15,000,000	$13.9M