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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 115 of 140 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 5.35% | Reduce -5.8% | 1,551,369 | $2.2B | $1418.05 | |
| 2 | BAC | BK OF AMERICA CORP | 4.31% | Reduce -3.4% | 74,650,002 | $1.77B | $23.75 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.82% | Reduce -12.3% | 3,077,825 | $1.57B | $510.04 | |
| 4 | C | CITIGROUP INC | 3.82% | Reduce -5.0% | 30,697,773 | $1.57B | $51.10 | |
| 5 | TEL | TE CONNECTIVITY LTD | 3.24% | Reduce -15.6% | 16,351,582 | $1.33B | $81.55 | |
| 6 | BKNG | BOOKING HOLDINGS INC | 3.12% | Reduce -2.6% | 805,778 | $1.28B | $1592.34 | |
| 7 | GM | GENERAL MTRS CO | 2.86% | Reduce -23.2% | 46,410,057 | $1.17B | $25.30 | |
| 8 | AIG | AMERICAN INTL GROUP INC | 2.56% | Add +5.6% | 33,771,062 | $1.05B | $31.18 | |
| 9 | MA | MASTERCARD INCORPORATED | 2.53% | Reduce -10.8% | 3,522,455 | $1.04B | $295.70 | |
| 10 | GOOG | ALPHABET INC | 2.49% | Reduce -7.7% | 724,497 | $1.02B | $1413.62 | |
| 11 | HLT | HILTON WORLDWIDE HLDGS INC | 2.37% | Reduce -2.3% | 13,263,190 | $974.18M | $73.45 | |
| 12 | NFLX | NETFLIX INC | 2.25% | Reduce -12.6% | 2,033,085 | $925.14M | $455.04 | |
| 13 | META | FACEBOOK INC | 2.22% | Reduce -1.2% | 4,013,941 | $911.45M | $227.07 | |
| 14 | STZ | CONSTELLATION BRANDS INC | 2.13% | Reduce -5.4% | 4,995,139 | $873.9M | $174.95 | |
| 15 | RYAAY | RYANAIR HOLDINGS PLC | 2.05% | Reduce -18.5% | 12,673,688 | $840.77M | $66.34 | |
| 16 | CMCSA | COMCAST CORP NEW | 1.90% | Reduce -5.2% | 20,051,289 | $781.6M | $38.98 | |
| 17 | HCA | HCA HEALTHCARE INC | 1.89% | Add +34.6% | 8,022,145 | $778.63M | $97.06 | |
| 18 | REGN | REGENERON PHARMACEUTICALS | 1.86% | Reduce -47.0% | 1,227,221 | $765.36M | $623.65 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 1.75% | Reduce -7.1% | 32,985,333 | $721.06M | $21.86 | |
| 20 | MCO | MOODYS CORP | 1.65% | Reduce -11.2% | 2,465,466 | $677.34M | $274.73 | |
| 21 | ALLY | ALLY FINL INC | 1.60% | Reduce -2.3% | 33,264,227 | $659.63M | $19.83 | |
| 22 | CBRE | CBRE GROUP INC | 1.44% | Add +11.8% | 13,106,339 | $592.67M | $45.22 | |
| 23 | A | AGILENT TECHNOLOGIES INC | 1.34% | Reduce -7.1% | 6,246,174 | $551.97M | $88.37 | |
| 24 | CVS | CVS HEALTH CORP | 1.28% | Reduce -5.3% | 8,081,586 | $525.06M | $64.97 | |
| 25 | WDAY | WORKDAY INC | 1.24% | Add +100.0% | 2,730,473 | $511.58M | $187.36 | |
| 26 | SCHW | SCHWAB CHARLES CORP | 1.24% | Add +7.6% | 15,113,604 | $509.93M | $33.74 | |
| 27 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.20% | Add +26.8% | 2,754,227 | $491.66M | No quote | No quote |
| 28 | V | VISA INC | 1.19% | Reduce -1.0% | 2,538,992 | $490.46M | $193.17 | |
| 29 | COF | CAPITAL ONE FINL CORP | 1.14% | Reduce -4.9% | 7,508,541 | $469.96M | $62.59 | |
| 30 | BIDU | BAIDU INC | 1.12% | Reduce -2.3% | 3,834,169 | $459.68M | $119.89 | |
| 31 | EOG | EOG RES INC | 1.03% | Add +52.7% | 8,398,786 | $425.48M | $50.66 | |
| 32 | CVE | CENOVUS ENERGY INC | 1.03% | Add +0.4% | 90,432,876 | $421.62M | $4.66 | |
| 33 | LEA | LEAR CORP | 0.99% | Reduce -7.5% | 3,731,077 | $406.76M | $109.02 | |
| 34 | CAT | CATERPILLAR INC DEL | 0.98% | Reduce -1.9% | 3,174,534 | $401.58M | $126.50 | |
| 35 | ORCL | ORACLE CORP | 0.96% | Reduce -3.9% | 7,104,416 | $392.66M | $55.27 | |
| 36 | PINS | PINTEREST INC | 0.89% | Add +40.2% | 16,522,332 | $366.3M | $22.17 | |
| 37 | STT | STATE STR CORP | 0.86% | Reduce -13.9% | 5,576,488 | $354.39M | $63.55 | |
| 38 | TV | GRUPO TELEVISA SA | 0.83% | Reduce -0.9% | 64,750,973 | $339.3M | No quote | No quote |
| 39 | HUM | HUMANA INC | 0.81% | Reduce -6.3% | 854,010 | $331.14M | $387.75 | |
| 40 | GE | GENERAL ELECTRIC CO | 0.71% | Reduce -1.2% | 43,029,393 | $293.89M | $6.83 | |
| 41 | RGA | REINSURANCE GRP OF AMERICA I | 0.71% | Add +329.1% | 3,712,660 | $291.22M | $78.44 | |
| 42 | OTEX | OPEN TEXT CORP | 0.70% | Reduce -0.4% | 6,808,100 | $288.17M | $42.33 | |
| 43 | WFC | WELLS FARGO CO NEW | 0.66% | Reduce -12.9% | 10,534,485 | $269.68M | $25.60 | |
| 44 | CMI | CUMMINS INC | 0.65% | Reduce -3.0% | 1,552,518 | $268.99M | $173.26 | |
| 45 | GS | GOLDMAN SACHS GROUP INC | 0.65% | Reduce -3.3% | 1,356,246 | $268.02M | $197.62 | |
| 46 | HWM | HOWMET AEROSPACE INC | 0.65% | Reduce -10.9% | 16,901,514 | $267.89M | $15.85 | |
| 47 | PH | PARKER HANNIFIN CORP | 0.64% | Reduce -22.3% | 1,433,211 | $262.66M | $183.27 | |
| 48 | BWA | BORGWARNER INC | 0.63% | Reduce -15.3% | 7,281,684 | $257.04M | $35.30 | |
| 49 | SPGI | S&P GLOBAL INC | 0.61% | Reduce -6.4% | 764,599 | $251.92M | $329.48 | |
| 50 | EBAY | EBAY INC. | 0.61% | Reduce -0.2% | 4,782,511 | $250.84M | $52.45 | |
| 51 | MGM | MGM RESORTS INTERNATIONAL | 0.61% | Reduce -16.9% | 14,913,703 | $250.55M | $16.80 | |
| 52 | LBRDK | LIBERTY BROADBAND CORP | 0.59% | Reduce -3.0% | 1,954,538 | $242.29M | $123.96 | |
| 53 | BK | BANK NEW YORK MELLON CORP | 0.58% | Reduce -0.2% | 6,138,760 | $237.26M | $38.65 | |
| 54 | APA | APACHE CORP | 0.58% | Reduce -11.7% | 17,511,660 | $236.41M | $13.50 | |
| 55 | TCOM | TRIP COM GROUP LTD | 0.54% | Add +21.2% | 8,575,077 | $222.27M | $25.92 | |
| 56 | CLGX | CORELOGIC INC | 0.54% | Reduce -24.6% | 3,302,680 | $222.01M | No quote | No quote |
| 57 | QRTEA | QURATE RETAIL INC | 0.53% | Reduce -2.3% | 23,116,686 | $219.61M | No quote | No quote |
| 58 | IT | GARTNER INC | 0.52% | Reduce -0.1% | 1,769,503 | $214.69M | $121.33 | |
| 59 | AXP | AMERICAN EXPRESS CO | 0.51% | Add +7.6% | 2,208,728 | $210.27M | $95.20 | |
| 60 | IPG | INTERPUBLIC GROUP COS INC | 0.49% | Reduce -3.5% | 11,646,275 | $199.85M | No quote | No quote |
| 61 | JCI | JOHNSON CTLS INTL PLC | 0.47% | Add +13.7% | 5,670,393 | $193.59M | $34.14 | |
| 62 | UNH | UNITEDHEALTH GROUP INC | 0.47% | Reduce -10.8% | 653,997 | $192.9M | $294.95 | |
| 63 | PM | PHILIP MORRIS INTL INC | 0.47% | Reduce -25.8% | 2,743,820 | $192.23M | $70.06 | |
| 64 | DXC | DXC TECHNOLOGY CO | 0.43% | Reduce -1.0% | 10,634,180 | $175.46M | No quote | No quote |
| 65 | LUV | SOUTHWEST AIRLS CO | 0.41% | Reduce -38.5% | 4,871,914 | $166.52M | $34.18 | |
| 66 | LBTYK | LIBERTY GLOBAL PLC | 0.40% | Reduce -57.1% | 7,711,111 | $165.87M | $21.51 | |
| 67 | MTCH | MATCH GROUP INC | 0.40% | Reduce -0.3% | 1,538,094 | $164.65M | $107.05 | |
| 68 | APTV | APTIV PLC | 0.40% | Reduce -0.1% | 2,085,717 | $162.52M | $77.92 | |
| 69 | NVST | ENVISTA HOLDINGS CORPORATION | 0.39% | Reduce -8.3% | 7,537,829 | $158.97M | $21.09 | |
| 70 | LIVN | LIVANOVA PLC | 0.38% | Add +10.0% | 3,286,338 | $158.17M | $48.13 | |
| 71 | THO | THOR INDS INC | 0.38% | Add +22.9% | 1,459,642 | $155.5M | $106.53 | |
| 72 | AAPL | APPLE INC | 0.36% | Reduce -55.3% | 401,135 | $146.33M | $364.80 | |
| 73 | GD | GENERAL DYNAMICS CORP | 0.33% | New | 905,869 | $135.39M | $149.46 | |
| 74 | ADP | AUTOMATIC DATA PROCESSING IN | 0.32% | Reduce -0.2% | 893,638 | $133.05M | $148.89 | |
| 75 | GLPI | GAMING & LEISURE PPTYS INC | 0.32% | Reduce -0.8% | 3,818,666 | $132.13M | $34.60 | |
| 76 | HAL | HALLIBURTON CO | 0.31% | Reduce -8.7% | 9,712,785 | $126.07M | $12.98 | |
| 77 | HHC | HOWARD HUGHES CORP | 0.30% | Add +14.8% | 2,377,656 | $123.52M | No quote | No quote |
| 78 | INTC | INTEL CORP | 0.30% | Reduce -56.0% | 2,060,827 | $123.3M | $59.83 | |
| 79 | CSL | CARLISLE COS INC | 0.30% | Reduce -0.8% | 1,024,561 | $122.61M | $119.67 | |
| 80 | DEO | DIAGEO P L C | 0.29% | Reduce -0.3% | 897,935 | $120.67M | $134.39 | |
| 81 | THC | TENET HEALTHCARE CORP | 0.29% | Add +3.2% | 6,592,241 | $119.39M | $18.11 | |
| 82 | TMUS | T-MOBILE US INC | 0.28% | New | 1,106,894 | $115.28M | $104.15 | |
| 83 | NOV | NATIONAL OILWELL VARCO INC | 0.28% | Add +4.7% | 9,303,736 | $113.97M | $12.25 | |
| 84 | POST | POST HLDGS INC | 0.25% | Reduce -3.4% | 1,195,188 | $104.72M | $87.62 | |
| 85 | FANG | DIAMONDBACK ENERGY INC | 0.24% | Reduce -5.0% | 2,382,704 | $99.65M | $41.82 | |
| 86 | TXN | TEXAS INSTRS INC | 0.24% | Reduce -63.4% | 770,298 | $97.81M | $126.97 | |
| 87 | CXO | CONCHO RES INC | 0.21% | Reduce -53.7% | 1,661,536 | $85.57M | No quote | No quote |
| 88 | FL | FOOT LOCKER INC | 0.21% | Reduce -18.7% | 2,902,470 | $84.64M | No quote | No quote |
| 89 | CRI | CARTERS INC | 0.20% | Add +1.3% | 1,013,871 | $81.82M | $80.70 | |
| 90 | LYV | LIVE NATION ENTERTAINMENT IN | 0.19% | Reduce -7.8% | 1,779,916 | $78.9M | $44.33 | |
| 91 | BLK | BLACKROCK INC | 0.19% | Reduce -3.2% | 142,926 | $77.77M | $544.09 | |
| 92 | BABA | ALIBABA GROUP HLDG LTD | 0.17% | Add +56.4% | 316,080 | $68.18M | $215.70 | |
| 93 | TRN | TRINITY INDS INC | 0.16% | Reduce -6.8% | 3,055,151 | $65.04M | $21.29 | |
| 94 | MAN | MANPOWERGROUP INC | 0.16% | Add +8021.8% | 939,288 | $64.58M | $68.75 | |
| 95 | ARNC | ARCONIC CORPORATION | 0.15% | New | 4,447,682 | $61.96M | No quote | No quote |
| 96 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.12% | Add +39.0% | 400,098 | $47.76M | $119.36 | |
| 97 | HRI | HERC HLDGS INC | 0.11% | Add +16.5% | 1,494,089 | $45.91M | $30.73 | |
| 98 | MAS | MASCO CORP | 0.09% | Reduce -3.7% | 710,175 | $35.66M | $50.21 | |
| 99 | BB | BLACKBERRY LTD | 0.09% | Add +7.4% | 7,195,700 | $34.98M | $4.86 | |
| 100 | ALV | AUTOLIV INC | 0.08% | Reduce -13.9% | 529,255 | $34.14M | $64.51 | |
| 101 | CHX | CHAMPIONX CORPORATION | 0.07% | New | 2,996,054 | $29.24M | No quote | No quote |
| 102 | NDAQ | NASDAQ INC | 0.07% | Reduce -3.0% | 239,070 | $28.56M | $119.47 | |
| 103 | GIL | GILDAN ACTIVEWEAR INC | 0.07% | Add +74.6% | 1,798,900 | $27.78M | $15.44 | |
| 104 | VLRS | CONTROLADORA VUELA COMP DE A | 0.07% | Add +7.5% | 5,149,088 | $27.19M | No quote | No quote |
| 105 | ACA | ARCOSA INC | 0.06% | Reduce -0.1% | 598,951 | $25.28M | $42.20 | |
| 106 | DIS | DISNEY WALT CO | 0.05% | New | 201,404 | $22.46M | $111.51 | |
| 107 | EFX | EQUIFAX INC | 0.05% | Reduce -5.4% | 125,883 | $21.64M | $171.88 | |
| 108 | PDCE | PDC ENERGY INC | 0.04% | Reduce -58.4% | 1,397,768 | $17.39M | No quote | No quote |
| 109 | AON | AON PLC | 0.04% | New | 82,969 | $15.98M | $192.60 | |
| 110 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.03% | Reduce -8.5% | 239,830 | $13.62M | $56.77 | |
| 111 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.03% | Reduce -94.8% | 1,307,244 | $13.39M | No quote | No quote |
| 112 | QRVO | QORVO INC | 0.03% | Reduce -7.0% | 121,024 | $13.38M | $110.53 | |
| 113 | FDX | FEDEX CORP | 0.03% | Reduce -87.7% | 92,085 | $12.91M | $140.22 | |
| 114 | HUBS | HUBSPOT INC | 0.03% | Add +1171.5% | 56,097 | $12.59M | No quote | No quote |
| 115 | FLS | FLOWSERVE CORP | 0.03% | New | 424,125 | $12.1M | $28.52 | |
| 116 | DOV | DOVER CORP | 0.03% | Reduce -0.3% | 109,136 | $10.54M | $96.56 | |
| 117 | CDK | CDK GLOBAL INC | 0.02% | Reduce -4.6% | 242,273 | $10.04M | No quote | No quote |
| 118 | WAB | WABTEC | 0.01% | Reduce -21.4% | 107,158 | $6.17M | $57.57 | |
| 119 | CHRW | C H ROBINSON WORLDWIDE INC | 0.01% | Reduce -60.8% | 77,000 | $6.09M | $79.06 | |
| 120 | SEE | SEALED AIR CORP NEW | 0.01% | New | 144,038 | $4.73M | $32.85 | |
| 121 | BAX | BAXTER INTL INC | 0.01% | Reduce -67.0% | 35,300 | $3.04M | $86.09 | |
| 122 | JPM | JPMORGAN CHASE & CO | 0.00% | - | 21,137 | $1.99M | $94.05 | |
| 123 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | - | 15,000 | $1.83M | $122.20 | |
| 124 | EEFT | EURONET WORLDWIDE INC | 0.00% | New | 12,150 | $1.16M | $95.80 | |
| 125 | WEX | WEX INC | 0.00% | New | 5,400 | $891K | $165.00 | |
| 126 | AMTD | TD AMERITRADE HLDG CORP | 0.00% | Reduce -98.5% | 19,770 | $719K | No quote | No quote |
| 127 | BC | BRUNSWICK CORP | 0.00% | - | 10,450 | $669K | $64.02 | |
| 128 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.00% | - | 9,970 | $637K | $63.89 | |
| 129 | CRM | SALESFORCE COM INC | 0.00% | - | 3,200 | $599K | $187.19 | |
| 130 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $542K | $174.84 | |
| 131 | MSFT | MICROSOFT CORP | 0.00% | Reduce -5.6% | 2,360 | $480K | $203.39 | |
| 132 | PRGO | PERRIGO CO PLC | 0.00% | New | 8,000 | $442K | $55.25 | |
| 140 | UA | UNDER ARMOUR INC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | SLCA | U S SILICA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 138 | ETFC | E TRADE FINANCIAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 137 | DLPH | DELPHI TECHNOLOGIES PL | - | Sold | 0 | $0 | No quote | No quote |
| 136 | CDEV | CENTENNIAL RESOURCE DEV INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | AXTA | AXALTA COATING SYS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 134 | APY | APERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 133 | ADT | ADT INC | - | Sold | 0 | $0 | No quote | No quote |