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 116 of 136 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 5.17% | Reduce -6.7% | 1,447,993 | $2.12B | $1465.60 | |
| 2 | BAC | BK OF AMERICA CORP | 4.22% | Reduce -3.5% | 72,021,592 | $1.74B | $24.09 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 4.18% | Reduce -10.6% | 2,750,406 | $1.72B | $624.34 | |
| 4 | TEL | TE CONNECTIVITY LTD | 3.50% | Reduce -10.0% | 14,709,702 | $1.44B | $97.74 | |
| 5 | GM | GENERAL MTRS CO | 3.22% | Reduce -3.6% | 44,718,820 | $1.32B | $29.59 | |
| 6 | BKNG | BOOKING HOLDINGS INC | 3.11% | Reduce -7.3% | 747,028 | $1.28B | $1710.68 | |
| 7 | HCA | HCA HEALTHCARE INC | 2.80% | Add +15.1% | 9,229,275 | $1.15B | $124.68 | |
| 8 | C | CITIGROUP INC | 2.73% | Reduce -15.4% | 25,960,842 | $1.12B | $43.11 | |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | 2.63% | Reduce -4.5% | 12,661,387 | $1.08B | $85.32 | |
| 10 | GOOG | ALPHABET INC | 2.53% | Reduce -2.2% | 708,358 | $1.04B | $1469.61 | |
| 11 | MA | MASTERCARD INCORPORATED | 2.48% | Reduce -14.5% | 3,010,894 | $1.02B | $338.17 | |
| 12 | META | FACEBOOK INC | 2.35% | Reduce -8.4% | 3,678,530 | $963.41M | $261.90 | |
| 13 | NFLX | NETFLIX INC | 2.13% | Reduce -14.0% | 1,747,549 | $873.83M | $500.03 | |
| 14 | AIG | AMERICAN INTL GROUP INC | 2.10% | Reduce -7.2% | 31,354,106 | $863.18M | $27.53 | |
| 15 | STZ | CONSTELLATION BRANDS INC | 2.07% | Reduce -10.1% | 4,489,363 | $850.78M | $189.51 | |
| 16 | CMCSA | COMCAST CORP NEW | 1.99% | Reduce -11.7% | 17,698,579 | $818.74M | $46.26 | |
| 17 | ALLY | ALLY FINL INC | 1.94% | Reduce -4.5% | 31,760,416 | $796.23M | $25.07 | |
| 18 | RYAAY | RYANAIR HOLDINGS PLC | 1.85% | Reduce -26.6% | 9,301,550 | $760.5M | $81.76 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 1.83% | Add +8.4% | 35,753,098 | $751.17M | $21.01 | |
| 20 | CBRE | CBRE GROUP INC | 1.69% | Add +12.7% | 14,769,575 | $693.73M | $46.97 | |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.50% | Add +5.2% | 2,896,301 | $616.74M | No quote | No quote |
| 22 | WDAY | WORKDAY INC | 1.49% | Add +4.1% | 2,843,210 | $611.66M | $215.13 | |
| 23 | A | AGILENT TECHNOLOGIES INC | 1.43% | Reduce -6.7% | 5,825,454 | $588.02M | $100.94 | |
| 24 | COF | CAPITAL ONE FINL CORP | 1.29% | Reduce -1.8% | 7,372,050 | $529.76M | $71.86 | |
| 25 | MCO | MOODYS CORP | 1.26% | Reduce -27.5% | 1,787,985 | $518.25M | $289.85 | |
| 26 | SCHW | SCHWAB CHARLES CORP | 1.25% | Reduce -6.5% | 14,139,130 | $512.26M | $36.23 | |
| 27 | V | VISA INC | 1.19% | Reduce -3.6% | 2,447,365 | $489.4M | $199.97 | |
| 28 | KDP | KEURIG DR PEPPER INC | 1.19% | New | 17,719,296 | $489.05M | $27.60 | |
| 29 | CVS | CVS HEALTH CORP | 1.14% | Reduce -0.9% | 8,007,633 | $467.65M | $58.40 | |
| 30 | CAT | CATERPILLAR INC DEL | 1.11% | Reduce -3.9% | 3,051,200 | $455.09M | $149.15 | |
| 31 | ORCL | ORACLE CORP | 1.01% | Reduce -2.2% | 6,946,761 | $414.72M | $59.70 | |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 1.00% | Add +229.3% | 2,942,608 | $410.47M | $139.49 | |
| 33 | BIDU | BAIDU INC | 0.98% | Reduce -17.3% | 3,172,049 | $401.55M | $126.59 | |
| 34 | LEA | LEAR CORP | 0.97% | Reduce -1.9% | 3,658,379 | $398.95M | $109.05 | |
| 35 | TV | GRUPO TELEVISA SA | 0.95% | Reduce -2.3% | 63,260,536 | $390.95M | No quote | No quote |
| 36 | RGA | REINSURANCE GRP OF AMERICA I | 0.91% | Add +5.9% | 3,931,585 | $374.25M | $95.19 | |
| 37 | REGN | REGENERON PHARMACEUTICALS | 0.91% | Reduce -45.7% | 666,295 | $372.98M | $559.78 | |
| 38 | CVE | CENOVUS ENERGY INC | 0.86% | Add +0.8% | 91,118,307 | $354.04M | $3.89 | |
| 39 | HUM | HUMANA INC | 0.85% | Reduce -1.0% | 845,155 | $349.8M | $413.89 | |
| 40 | MGM | MGM RESORTS INTERNATIONAL | 0.79% | Reduce -0.4% | 14,854,349 | $323.08M | $21.75 | |
| 41 | STT | STATE STR CORP | 0.78% | Reduce -2.8% | 5,418,930 | $321.51M | $59.33 | |
| 42 | PH | PARKER-HANNIFIN CORP | 0.71% | Reduce -0.0% | 1,432,970 | $289.95M | $202.34 | |
| 43 | HWM | HOWMET AEROSPACE INC | 0.69% | Reduce -0.5% | 16,824,509 | $281.31M | $16.72 | |
| 44 | GE | GENERAL ELECTRIC CO | 0.68% | Add +4.4% | 44,914,904 | $279.82M | $6.23 | |
| 45 | OTEX | OPEN TEXT CORP | 0.67% | Reduce -3.9% | 6,539,715 | $275.54M | $42.13 | |
| 46 | WFC | WELLS FARGO CO NEW | 0.67% | Add +10.6% | 11,652,283 | $273.95M | $23.51 | |
| 47 | CMI | CUMMINS INC | 0.67% | Reduce -16.5% | 1,295,729 | $273.61M | $211.16 | |
| 48 | LBRDK | LIBERTY BROADBAND CORP | 0.66% | Reduce -2.5% | 1,905,570 | $272.25M | $142.87 | |
| 49 | PINS | PINTEREST INC | 0.66% | Reduce -60.5% | 6,526,569 | $270.92M | $41.51 | |
| 50 | GS | GOLDMAN SACHS GROUP INC | 0.66% | Reduce -1.0% | 1,343,218 | $269.95M | $200.97 | |
| 51 | BWA | BORGWARNER INC | 0.62% | Reduce -9.7% | 6,575,713 | $254.74M | $38.74 | |
| 52 | JCI | JOHNSON CTLS INTL PLC | 0.58% | Add +2.5% | 5,812,963 | $237.46M | $40.85 | |
| 53 | EBAY | EBAY INC. | 0.57% | Reduce -6.4% | 4,475,869 | $233.19M | $52.10 | |
| 54 | AXP | AMERICAN EXPRESS CO | 0.54% | Add +0.7% | 2,223,024 | $222.86M | $100.25 | |
| 55 | IT | GARTNER INC | 0.54% | Add +0.0% | 1,769,907 | $221.15M | $124.95 | |
| 56 | EOG | EOG RES INC | 0.52% | Reduce -29.1% | 5,952,659 | $213.94M | $35.94 | |
| 57 | PM | PHILIP MORRIS INTL INC | 0.50% | Reduce -0.2% | 2,738,255 | $205.34M | $74.99 | |
| 58 | BK | BANK NEW YORK MELLON CORP | 0.49% | Reduce -3.6% | 5,917,901 | $203.22M | $34.34 | |
| 59 | NVST | ENVISTA HOLDINGS CORPORATION | 0.49% | Add +7.1% | 8,072,283 | $199.22M | $24.68 | |
| 60 | TCOM | TRIP COM GROUP LTD | 0.48% | Reduce -25.6% | 6,382,157 | $198.74M | $31.14 | |
| 61 | IPG | INTERPUBLIC GROUP COS INC | 0.48% | Add +0.6% | 11,714,233 | $195.28M | No quote | No quote |
| 62 | APTV | APTIV PLC | 0.47% | Add +0.0% | 2,086,607 | $191.3M | $91.68 | |
| 63 | DXC | DXC TECHNOLOGY CO | 0.46% | Add +0.0% | 10,634,761 | $189.83M | No quote | No quote |
| 64 | SPGI | S&P GLOBAL INC | 0.42% | Reduce -36.7% | 483,670 | $174.41M | $360.60 | |
| 65 | LIVN | LIVANOVA PLC | 0.42% | Add +16.8% | 3,839,348 | $173.58M | $45.21 | |
| 66 | POST | POST HLDGS INC | 0.42% | Add +66.0% | 1,983,752 | $170.6M | $86.00 | |
| 67 | THC | TENET HEALTHCARE CORP | 0.40% | Add +0.7% | 6,637,916 | $162.7M | $24.51 | |
| 68 | TMUS | T-MOBILE US INC | 0.37% | Add +19.3% | 1,320,010 | $150.96M | $114.36 | |
| 69 | LBTYK | LIBERTY GLOBAL PLC | 0.35% | Reduce -8.5% | 7,057,116 | $144.92M | $20.54 | |
| 70 | CSL | CARLISLE COS INC | 0.35% | Add +14.6% | 1,174,511 | $143.73M | $122.37 | |
| 71 | GD | GENERAL DYNAMICS CORP | 0.33% | Add +9.2% | 989,107 | $136.92M | $138.43 | |
| 72 | GLPI | GAMING & LEISURE PPTYS INC | 0.32% | Reduce -5.7% | 3,602,004 | $133.03M | $36.93 | |
| 73 | THO | THOR INDS INC | 0.32% | Reduce -5.3% | 1,381,574 | $131.61M | $95.26 | |
| 74 | AAPL | APPLE INC | 0.30% | Reduce -33.4%4:1 split | 1,069,340 | $123.84M | $115.81 | |
| 75 | DEO | DIAGEO PLC | 0.30% | Reduce -0.9% | 889,560 | $122.46M | $137.66 | |
| 76 | UNH | UNITEDHEALTH GROUP INC | 0.29% | Reduce -41.7% | 381,236 | $118.86M | $311.77 | |
| 77 | LUV | SOUTHWEST AIRLS CO | 0.29% | Reduce -35.9% | 3,123,449 | $117.13M | $37.50 | |
| 78 | HHC | HOWARD HUGHES CORP | 0.28% | Reduce -15.5% | 2,008,885 | $115.71M | No quote | No quote |
| 79 | NOV | NATIONAL OILWELL VARCO INC | 0.27% | Add +31.2% | 12,209,616 | $110.62M | $9.06 | |
| 80 | HAL | HALLIBURTON CO | 0.27% | Reduce -7.0% | 9,037,795 | $108.91M | $12.05 | |
| 81 | TXN | TEXAS INSTRS INC | 0.25% | Reduce -5.6% | 727,110 | $103.82M | $142.79 | |
| 82 | INTC | INTEL CORP | 0.23% | Reduce -9.5% | 1,864,160 | $96.53M | $51.78 | |
| 83 | QRTEA | QURATE RETAIL INC | 0.23% | Reduce -42.3% | 13,333,336 | $95.73M | No quote | No quote |
| 84 | MAN | MANPOWERGROUP INC | 0.23% | Add +38.0% | 1,296,244 | $95.05M | $73.33 | |
| 85 | LYV | LIVE NATION ENTERTAINMENT IN | 0.23% | Reduce -1.9% | 1,745,716 | $94.06M | $53.88 | |
| 86 | FLS | FLOWSERVE CORP | 0.23% | Add +702.1% | 3,401,745 | $92.83M | $27.29 | |
| 87 | BABA | ALIBABA GROUP HLDG LTD | 0.22% | Reduce -2.5% | 308,170 | $90.6M | $293.98 | |
| 88 | APA | APACHE CORP | 0.20% | Reduce -49.4% | 8,857,500 | $83.88M | $9.47 | |
| 89 | ARNC | ARCONIC CORPORATION | 0.19% | Reduce -5.8% | 4,188,079 | $79.78M | No quote | No quote |
| 90 | CRI | CARTERS INC | 0.18% | Reduce -15.4% | 857,986 | $74.28M | $86.58 | |
| 91 | BLK | BLACKROCK INC | 0.18% | Reduce -8.5% | 130,771 | $73.7M | $563.55 | |
| 92 | HRI | HERC HLDGS INC | 0.14% | Reduce -1.4% | 1,473,349 | $58.36M | $39.61 | |
| 93 | TRN | TRINITY INDS INC | 0.14% | Reduce -6.7% | 2,850,666 | $55.59M | $19.50 | |
| 94 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.13% | Reduce -0.6% | 397,598 | $54.13M | $136.14 | |
| 95 | FL | FOOT LOCKER INC | 0.12% | Reduce -47.6% | 1,521,070 | $50.24M | No quote | No quote |
| 96 | BB | BLACKBERRY LTD | 0.09% | Add +12.2% | 8,075,900 | $36.94M | $4.57 | |
| 97 | VLRS | CONTROLADORA VUELA COMP DE A | 0.08% | Reduce -7.3% | 4,772,988 | $34.41M | No quote | No quote |
| 98 | GIL | GILDAN ACTIVEWEAR INC | 0.08% | Reduce -3.6% | 1,734,400 | $34.07M | $19.64 | |
| 99 | ALV | AUTOLIV INC | 0.08% | Reduce -16.3% | 443,255 | $32.3M | $72.88 | |
| 100 | PDCE | PDC ENERGY INC | 0.08% | Add +85.0% | 2,585,993 | $32.05M | No quote | No quote |
| 101 | DIS | DISNEY WALT CO | 0.07% | Add +18.0% | 237,662 | $29.49M | $124.08 | |
| 102 | CHX | CHAMPIONX CORPORATION | 0.07% | Add +21.5% | 3,640,961 | $29.09M | No quote | No quote |
| 103 | NDAQ | NASDAQ INC | 0.07% | Reduce -4.9% | 227,380 | $27.9M | $122.71 | |
| 104 | SEE | SEALED AIR CORP NEW | 0.06% | Add +375.1% | 684,300 | $26.56M | $38.81 | |
| 105 | ACA | ARCOSA INC | 0.06% | Reduce -10.1% | 538,760 | $23.75M | $44.09 | |
| 106 | BG | BUNGE LIMITED | 0.05% | New | 439,160 | $20.07M | $45.70 | |
| 107 | FANG | DIAMONDBACK ENERGY INC | 0.05% | Reduce -72.2% | 663,569 | $19.99M | $30.12 | |
| 108 | EFX | EQUIFAX INC | 0.04% | Reduce -7.2% | 116,843 | $18.33M | $156.90 | |
| 109 | ARMK | ARAMARK | 0.04% | New | 664,760 | $17.58M | $26.45 | |
| 110 | CXO | CONCHO RES INC | 0.04% | Reduce -79.0% | 349,220 | $15.41M | No quote | No quote |
| 111 | QRVO | QORVO INC | 0.04% | Reduce -7.9% | 111,514 | $14.39M | $129.01 | |
| 112 | MAS | MASCO CORP | 0.03% | Reduce -69.1% | 219,345 | $12.09M | $55.13 | |
| 113 | DOV | DOVER CORP | 0.03% | Reduce -0.3% | 108,836 | $11.79M | $108.34 | |
| 114 | CDK | CDK GLOBAL INC | 0.02% | Reduce -6.2% | 227,178 | $9.9M | No quote | No quote |
| 115 | EEFT | EURONET WORLDWIDE INC | 0.02% | Add +513.9% | 74,585 | $6.8M | $91.10 | |
| 116 | WAB | WABTEC | 0.02% | Reduce -3.3% | 103,611 | $6.41M | $61.88 | |
| 117 | CLGX | CORELOGIC INC | 0.01% | Reduce -97.3% | 87,972 | $5.95M | No quote | No quote |
| 118 | CHRW | C H ROBINSON WORLDWIDE INC | 0.01% | Reduce -30.8% | 53,300 | $5.45M | $102.20 | |
| 119 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.01% | Reduce -78.9% | 276,350 | $3.38M | No quote | No quote |
| 120 | FDX | FEDEX CORP | 0.01% | Reduce -86.8% | 12,130 | $3.05M | $251.53 | |
| 121 | BAX | BAXTER INTL INC | 0.01% | Reduce -21.1% | 27,850 | $2.24M | $80.43 | |
| 122 | AON | AON PLC | 0.01% | Reduce -87.2% | 10,660 | $2.2M | $206.29 | |
| 123 | LBRDA | LIBERTY BROADBAND CORP | 0.01% | Reduce -0.7% | 14,900 | $2.11M | $141.81 | |
| 124 | JPM | JPMORGAN CHASE & CO | 0.01% | - | 21,137 | $2.04M | $96.28 | |
| 125 | CB | CHUBB LIMITED | 0.00% | New | 15,925 | $1.85M | $116.11 | |
| 126 | AMTD | TD AMERITRADE HLDG CORP | 0.00% | Add +112.4% | 41,995 | $1.64M | No quote | No quote |
| 127 | WEX | WEX INC | 0.00% | Add +41.8% | 7,655 | $1.06M | $138.99 | |
| 128 | PRGO | PERRIGO CO PLC | 0.00% | Add +149.3% | 19,945 | $916K | $45.93 | |
| 129 | BC | BRUNSWICK CORP | 0.00% | - | 10,450 | $616K | $58.95 | |
| 130 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $599K | $193.23 | |
| 131 | MSFT | MICROSOFT CORP | 0.00% | Reduce -8.9% | 2,150 | $452K | $210.23 | |
| 132 | CRM | SALESFORCE COM INC | 0.00% | Reduce -75.0% | 800 | $201K | $251.25 | |
| 136 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | - | Sold | 0 | $0 | No quote | No quote |
| 135 | MTCH | MATCH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | HUBS | HUBSPOT INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | FBIN | FORTUNE BRANDS HOME & SEC IN | - | Sold | 0 | $0 | No quote | No quote |