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 105 of 132 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BANK AMER CORP | 4.76% | Add +0.1% | 89,242,115 | $2.59B | $29.00 | No quote |
| 2 | C | CITIGROUP INC | 4.66% | Reduce -3.6% | 36,163,994 | $2.53B | $70.03 | No quote |
| 3 | GOOG | ALPHABET INC | 4.42% | Reduce -0.9% | 2,221,902 | $2.4B | $1080.91 | No quote |
| 4 | GM | GENERAL MTRS CO | 4.28% | Reduce -2.0% | 60,441,886 | $2.33B | $38.53 | No quote |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | 4.04% | Reduce -4.2% | 5,564,234 | $2.2B | $395.18 | No quote |
| 6 | TEL | TE CONNECTIVITY LTD | 3.89% | Reduce -6.7% | 22,115,695 | $2.12B | $95.78 | No quote |
| 7 | AIG | AMERICAN INTL GROUP INC | 3.12% | Reduce -9.9% | 31,900,505 | $1.7B | $53.28 | No quote |
| 8 | MA | MASTERCARD INC | 2.80% | Reduce -12.3% | 5,762,663 | $1.52B | $264.53 | No quote |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | 2.52% | Reduce -2.8% | 14,042,808 | $1.37B | $97.74 | No quote |
| 10 | RYAAY | RYANAIR HLDGS PLC | 2.34% | Add +20.6% | 19,878,084 | $1.27B | $64.14 | No quote |
| 11 | REGN | REGENERON PHARMACEUTICALS | 2.25% | Add +46.8% | 3,914,719 | $1.23B | $313.00 | No quote |
| 12 | BKNG | BOOKING HLDGS INC | 2.18% | Add +12.6% | 632,410 | $1.19B | $1874.71 | No quote |
| 13 | ALLY | ALLY FINL INC | 2.12% | Reduce -1.2% | 37,230,016 | $1.15B | $30.99 | No quote |
| 14 | NFLX | NETFLIX INC | 2.07% | Reduce -0.8% | 3,072,396 | $1.13B | $367.32 | No quote |
| 15 | CMCSA | COMCAST CORP NEW | 1.78% | Reduce -4.2% | 22,961,284 | $970.8M | $42.28 | No quote |
| 16 | GE | GENERAL ELECTRIC CO | 1.62% | Reduce -3.2% | 83,888,402 | $880.83M | $10.50 | No quote |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 1.60% | Add +0.4% | 32,286,189 | $871.4M | $26.99 | No quote |
| 18 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.58% | Reduce -1.7% | 62,280,758 | $860.72M | No quote | No quote |
| 19 | COF | CAPITAL ONE FINL CORP | 1.40% | Add +1.1% | 8,404,128 | $762.59M | $90.74 | No quote |
| 20 | HCA | HCA HEALTHCARE INC | 1.32% | Reduce -4.2% | 5,295,402 | $715.78M | $135.17 | No quote |
| 21 | MCO | MOODYS CORP | 1.29% | Reduce -1.3% | 3,603,472 | $703.79M | $195.31 | No quote |
| 22 | CVS | CVS HEALTH CORP | 1.26% | Add +1.9% | 12,559,007 | $684.34M | $54.49 | No quote |
| 23 | STZ | CONSTELLATION BRANDS INC | 1.24% | Add +44.6% | 3,427,533 | $675.02M | $196.94 | No quote |
| 24 | BIDU | BAIDU INC | 1.22% | Add +38.2% | 5,671,390 | $665.59M | $117.36 | No quote |
| 25 | AAPL | APPLE INC | 1.22% | Reduce -13.2% | 3,351,123 | $663.25M | $197.92 | No quote |
| 26 | ORCL | ORACLE CORP | 1.22% | Reduce -4.0% | 11,639,628 | $663.11M | $56.97 | No quote |
| 27 | LBTYK | LIBERTY GLOBAL PLC | 1.22% | Reduce -24.6% | 24,912,336 | $660.93M | $26.53 | No quote |
| 28 | GOOGL | ALPHABET INC | 1.20% | Reduce -5.0% | 601,416 | $651.21M | $1082.80 | No quote |
| 29 | CBRE | CBRE GROUP INC | 1.19% | Reduce -5.3% | 12,610,231 | $646.91M | $51.30 | No quote |
| 30 | SCHW | THE CHARLES SCHWAB CORPORATI | 1.18% | Add +3.7% | 15,950,124 | $641.04M | $40.19 | No quote |
| 31 | V | VISA INC | 1.10% | Reduce -11.5% | 3,459,389 | $600.38M | $173.55 | No quote |
| 32 | AAL | AMERICAN AIRLS GROUP INC | 1.10% | Reduce -3.3% | 18,289,405 | $596.42M | $32.61 | No quote |
| 33 | APA | APACHE CORP | 1.03% | Reduce -3.3% | 19,251,673 | $557.72M | $28.97 | No quote |
| 34 | MGM | MGM RESORTS INTERNATIONAL | 1.00% | Reduce -0.0% | 18,952,172 | $541.46M | $28.57 | No quote |
| 35 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.99% | Reduce -40.4% | 2,801,402 | $536.58M | $191.54 | No quote |
| 36 | META | FACEBOOK INC | 0.98% | Reduce -4.6% | 2,760,263 | $532.73M | $193.00 | No quote |
| 37 | WFC | WELLS FARGO CO NEW | 0.98% | Reduce -13.3% | 11,230,780 | $531.44M | $47.32 | No quote |
| 38 | CVE | CENOVUS ENERGY INC | 0.97% | Reduce -13.3% | 59,832,619 | $528.84M | $8.84 | No quote |
| 39 | TV | GRUPO TELEVISA SA | 0.94% | Reduce -0.3% | 60,472,628 | $510.39M | No quote | No quote |
| 40 | LEA | LEAR CORP | 0.93% | Add +5.4% | 3,628,064 | $505.28M | $139.27 | No quote |
| 41 | CAT | CATERPILLAR INC DEL | 0.90% | Reduce -0.2% | 3,596,248 | $490.13M | $136.29 | No quote |
| 42 | ARNC | ARCONIC INC | 0.85% | Reduce -2.5% | 17,917,694 | $462.64M | No quote | No quote |
| 43 | STT | STATE STR CORP | 0.84% | Reduce -0.5% | 8,160,633 | $457.49M | $56.06 | No quote |
| 44 | INTC | INTEL CORP | 0.84% | Reduce -0.4% | 9,529,152 | $456.16M | $47.87 | No quote |
| 45 | TXN | TEXAS INSTRS INC | 0.78% | Reduce -3.3% | 3,691,142 | $423.6M | $114.76 | No quote |
| 46 | CXO | CONCHO RES INC | 0.74% | New | 3,900,576 | $402.46M | No quote | No quote |
| 47 | PH | PARKER HANNIFIN CORP | 0.73% | Reduce -6.1% | 2,339,861 | $397.8M | $170.01 | No quote |
| 48 | BK | BANK NEW YORK MELLON CORP | 0.63% | Reduce -21.6% | 7,734,648 | $341.48M | $44.15 | No quote |
| 49 | HAL | HALLIBURTON CO | 0.63% | Add +11.1% | 14,994,879 | $340.98M | $22.74 | No quote |
| 50 | DEO | DIAGEO P L C | 0.60% | Reduce -17.3% | 1,902,321 | $327.81M | $172.32 | No quote |
| 51 | NOV | NATIONAL OILWELL VARCO INC | 0.59% | Reduce -37.7% | 14,350,080 | $320.3M | $22.32 | No quote |
| 52 | CMI | CUMMINS INC | 0.59% | Reduce -0.5% | 1,862,918 | $319.19M | $171.34 | No quote |
| 53 | FANG | DIAMONDBACK ENERGY INC | 0.59% | New | 2,927,973 | $319.06M | $108.97 | No quote |
| 54 | PM | PHILIP MORRIS INTL INC | 0.57% | Reduce -1.2% | 3,969,343 | $311.71M | $78.53 | No quote |
| 55 | QRTEA | QURATE RETAIL INC | 0.57% | Reduce -7.7% | 24,935,924 | $308.96M | No quote | No quote |
| 56 | LUV | SOUTHWEST AIRLS CO | 0.57% | Add +6.8% | 6,075,345 | $308.51M | $50.78 | No quote |
| 57 | IT | GARTNER INC | 0.56% | Reduce -0.0% | 1,908,280 | $307.12M | $160.94 | No quote |
| 58 | ADP | AUTOMATIC DATA PROCESSING IN | 0.55% | Reduce -10.5% | 1,796,627 | $297.04M | $165.33 | No quote |
| 59 | IPG | INTERPUBLIC GROUP COS INC | 0.53% | Reduce -2.7% | 12,772,033 | $288.52M | No quote | No quote |
| 60 | GS | GOLDMAN SACHS GROUP INC | 0.51% | Reduce -0.1% | 1,352,287 | $276.68M | $204.60 | No quote |
| 61 | BWA | BORGWARNER INC | 0.51% | Add +0.4% | 6,575,139 | $276.02M | $41.98 | No quote |
| 62 | JCI | JOHNSON CTLS INTL PLC | 0.50% | Reduce -10.8% | 6,618,131 | $273.4M | $41.31 | No quote |
| 63 | LBRDK | LIBERTY BROADBAND CORP | 0.49% | Reduce -2.9% | 2,559,727 | $266.78M | $104.22 | No quote |
| 64 | EBAY | EBAY INC | 0.48% | Add +0.1% | 6,643,647 | $262.42M | $39.50 | No quote |
| 65 | HHC | HOWARD HUGHES CORP | 0.44% | Add +16.4% | 1,934,527 | $239.57M | No quote | No quote |
| 66 | FDX | FEDEX CORP | 0.40% | Add +0.0% | 1,309,497 | $215.01M | $164.19 | No quote |
| 67 | SPGI | S&P GLOBAL INC | 0.37% | Add +0.1% | 880,665 | $200.61M | $227.79 | No quote |
| 68 | UNH | UNITEDHEALTH GROUP INC | 0.37% | Reduce -0.9% | 821,115 | $200.36M | $244.01 | No quote |
| 69 | LIVN | LIVANOVA PLC | 0.34% | Add +56.5% | 2,574,414 | $185.26M | $71.96 | No quote |
| 70 | APTV | APTIV PLC | 0.33% | Add +0.1% | 2,251,003 | $181.95M | $80.83 | No quote |
| 71 | EOG | EOG RES INC | 0.32% | New | 1,840,873 | $171.5M | $93.16 | No quote |
| 72 | CSL | CARLISLE COS INC | 0.31% | Reduce -2.8% | 1,193,309 | $167.55M | $140.41 | No quote |
| 73 | CLGX | CORELOGIC INC | 0.29% | Reduce -3.7% | 3,812,273 | $159.47M | No quote | No quote |
| 74 | FL | FOOT LOCKER INC | 0.28% | Add +0.3% | 3,600,755 | $150.94M | No quote | No quote |
| 75 | UA | UNDER ARMOUR INC | 0.28% | Reduce -15.1% | 6,778,737 | $150.49M | $22.20 | No quote |
| 76 | LYV | LIVE NATION ENTERTAINMENT IN | 0.26% | Reduce -1.0% | 2,110,182 | $139.8M | $66.25 | No quote |
| 77 | THC | TENET HEALTHCARE CORP | 0.24% | Add +4.0% | 6,245,537 | $129.03M | $20.66 | No quote |
| 78 | GLPI | GAMING & LEISURE PPTYS INC | 0.24% | Reduce -0.6% | 3,281,136 | $127.9M | $38.98 | No quote |
| 79 | POST | POST HLDGS INC | 0.23% | Reduce -4.2% | 1,206,012 | $125.39M | $103.97 | No quote |
| 80 | BAX | BAXTER INTL INC | 0.22% | Reduce -47.8% | 1,484,646 | $121.59M | $81.90 | No quote |
| 81 | CHK | CHESAPEAKE ENERGY CORP | 0.22% | Add +47.1% | 62,131,994 | $121.16M | No quote | No quote |
| 82 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.19% | Reduce -8.4% | 2,701,091 | $105.8M | $39.17 | No quote |
| 83 | NWSA | NEWS CORP NEW | 0.16% | Reduce -60.2% | 6,595,652 | $88.98M | $13.49 | No quote |
| 84 | CRI | CARTERS INC | 0.16% | Reduce -0.3% | 904,931 | $88.27M | $97.54 | No quote |
| 85 | PDCE | PDC ENERGY INC | 0.16% | Add +14.1% | 2,389,476 | $86.17M | No quote | No quote |
| 86 | DLPH | DELPHI TECHNOLOGIES PLC | 0.14% | Add +0.0% | 3,815,303 | $76.31M | No quote | No quote |
| 87 | ADT | ADT INC | 0.13% | Reduce -17.8% | 11,569,071 | $70.8M | $6.12 | No quote |
| 88 | APY | APERGY CORP | 0.13% | Add +9.1% | 2,098,628 | $70.39M | No quote | No quote |
| 89 | BLK | BLACKROCK INC | 0.13% | Reduce -4.1% | 145,852 | $68.45M | $469.30 | No quote |
| 90 | VLRS | CONTROLADORA VUELA CIA DE AV | 0.12% | Reduce -2.7% | 6,792,450 | $63.71M | No quote | No quote |
| 91 | AMTD | TD AMERITRADE HLDG CORP | 0.12% | Add +2116.7% | 1,273,845 | $63.59M | No quote | No quote |
| 92 | AON | AON PLC | 0.11% | Reduce -6.6% | 316,841 | $61.14M | $192.98 | No quote |
| 93 | HRI | HERC HLDGS INC | 0.09% | Add +7.0% | 1,110,486 | $50.89M | $45.83 | No quote |
| 94 | TRN | TRINITY INDS INC | 0.09% | Add +170.2% | 2,377,850 | $49.34M | $20.75 | No quote |
| 95 | ALV | AUTOLIV INC | 0.09% | Add +77.7% | 660,200 | $46.55M | $70.51 | No quote |
| 96 | WCC | WESCO INTL INC | 0.09% | Add +29.0% | 915,276 | $46.36M | $50.65 | No quote |
| 97 | CRTO | CRITEO S A | 0.08% | Reduce -1.4% | 2,399,800 | $41.3M | No quote | No quote |
| 98 | THO | THOR INDS INC | 0.07% | Add +0.3% | 647,982 | $37.88M | $58.45 | No quote |
| 99 | WAB | WABTEC CORP | 0.07% | Add +151.7% | 507,272 | $36.4M | $71.76 | No quote |
| 100 | CHRW | C H ROBINSON WORLDWIDE INC | 0.06% | Reduce -3.9% | 412,823 | $34.82M | $84.35 | No quote |
| 101 | CDEV | CENTENNIAL RESOURCE DEV INC | 0.06% | Add +6.7% | 4,572,136 | $34.7M | No quote | No quote |
| 102 | MAS | MASCO CORP | 0.06% | Add +35.0% | 855,320 | $33.56M | $39.24 | No quote |
| 103 | EFX | EQUIFAX INC | 0.05% | Reduce -7.7% | 219,012 | $29.62M | $135.24 | No quote |
| 104 | DXC | DXC TECHNOLOGY CO | 0.05% | Reduce -90.2% | 436,576 | $27.97M | No quote | No quote |
| 105 | KMX | CARMAX INC | 0.05% | Reduce -21.6% | 296,926 | $25.78M | $86.83 | No quote |
| 106 | DOV | DOVER CORP | 0.04% | Reduce -12.7% | 236,042 | $23.65M | $100.20 | No quote |
| 107 | ACA | ARCOSA INC | 0.04% | Add +1.6% | 613,231 | $23.08M | $37.63 | No quote |
| 108 | SLCA | U S SILICA HLDGS INC | 0.03% | Reduce -10.6% | 1,467,900 | $18.77M | No quote | No quote |
| 109 | AXTA | AXALTA COATING SYS LTD | 0.03% | Reduce -14.3% | 503,911 | $15M | $29.77 | No quote |
| 110 | ZBH | ZIMMER BIOMET HLDGS INC | 0.02% | Reduce -1.3% | 86,087 | $10.14M | $117.74 | No quote |
| 111 | NDAQ | NASDAQ INC | 0.02% | New | 104,625 | $10.06M | $96.17 | No quote |
| 112 | QRVO | QORVO INC | 0.02% | Reduce -4.5% | 138,984 | $9.26M | $66.61 | No quote |
| 113 | WPP | WPP PLC NEW | 0.02% | Reduce -1.6% | 146,300 | $9.2M | No quote | No quote |
| 114 | BMY | BRISTOL MYERS SQUIBB CO | 0.01% | Reduce -85.8% | 121,824 | $5.53M | $45.35 | No quote |
| 115 | JPM | JPMORGAN CHASE & CO | 0.01% | Reduce -2.4% | 38,216 | $4.27M | $111.81 | No quote |
| 116 | SLB | SCHLUMBERGER LTD | 0.00% | Add +34.6% | 48,250 | $1.92M | $39.73 | No quote |
| 117 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | Reduce -8.0% | 29,245 | $1.67M | $57.14 | No quote |
| 118 | MAN | MANPOWERGROUP INC | 0.00% | Reduce -9.7% | 12,815 | $1.24M | $96.61 | No quote |
| 119 | ETFC | E TRADE FINANCIAL CORP | 0.00% | Add +1.4% | 27,200 | $1.21M | No quote | No quote |
| 120 | BKR | BAKER HUGHES A GE CO | 0.00% | Reduce -28.3% | 31,632 | $779K | $24.63 | No quote |
| 121 | UL | UNILEVER PLC | 0.00% | Reduce -92.1% | 11,000 | $682K | $62.00 | No quote |
| 122 | USB | US BANCORP DEL | 0.00% | Reduce -34.3% | 10,691 | $560K | $52.38 | No quote |
| 123 | BC | BRUNSWICK CORP | 0.00% | Reduce -11.4% | 11,450 | $525K | $45.85 | No quote |
| 124 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -22.5% | 3,100 | $468K | $150.97 | No quote |
| 125 | MSFT | MICROSOFT CORP | 0.00% | - | 2,500 | $335K | $134.00 | No quote |
| 126 | APC | ANADARKO PETE CORP | 0.00% | Reduce -100.0% | 4,070 | $287K | No quote | No quote |
| 127 | RRC | RANGE RES CORP | 0.00% | - | 20,000 | $140K | $7.00 | No quote |
| 131 | WFT | WEATHERFORD INTL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | USG | U S G CORP | - | Sold | 0 | $0 | No quote | No quote |
| 129 | CVX | CHEVRON CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 128 | CDW | CDW CORP | - | 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 | $11.97M |