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 139 rows. Rows without a quote are marked unavailable.
| 1 | CNHI | CNH INDL N V | 4.89% | New | 200,377,287 | $2.53B | No quote | No quote |
| 2 | GOOGL | ALPHABET INC | 4.68% | Reduce -4.8% | 1,379,240 | $2.42B | $1752.64 | |
| 3 | BAC | BK OF AMERICA CORP | 4.13% | Reduce -2.2% | 70,440,269 | $2.14B | $30.31 | |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | 3.38% | Reduce -3.8% | 2,644,845 | $1.75B | $661.55 | |
| 5 | GM | GENERAL MTRS CO | 3.31% | Reduce -8.1% | 41,101,881 | $1.71B | $41.64 | |
| 6 | C | CITIGROUP INC | 3.23% | Add +4.4% | 27,092,988 | $1.67B | $61.66 | |
| 7 | BKNG | BOOKING HOLDINGS INC | 3.14% | Reduce -2.4% | 729,115 | $1.62B | $2227.27 | |
| 8 | TEL | TE CONNECTIVITY LTD | 3.08% | Reduce -10.5% | 13,161,302 | $1.59B | $121.07 | |
| 9 | HCA | HCA HEALTHCARE INC | 2.87% | Reduce -2.3% | 9,014,139 | $1.48B | $164.46 | |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 2.49% | Reduce -8.6% | 11,572,439 | $1.29B | $111.26 | |
| 11 | GOOG | ALPHABET INC | 2.44% | Add +1.8% | 720,820 | $1.26B | $1751.88 | |
| 12 | AIG | AMERICAN INTL GROUP INC | 2.26% | Reduce -1.7% | 30,820,739 | $1.17B | $37.86 | |
| 13 | KDP | KEURIG DR PEPPER INC | 2.21% | Add +101.9% | 35,775,606 | $1.14B | $32.00 | |
| 14 | LBTYA | LIBERTY GLOBAL PLC | 2.08% | Add +24.5% | 44,508,065 | $1.08B | $24.22 | |
| 15 | ALLY | ALLY FINL INC | 1.95% | Reduce -11.1% | 28,239,762 | $1.01B | $35.66 | |
| 16 | META | FACEBOOK INC | 1.93% | Reduce -0.5% | 3,659,888 | $999.74M | $273.16 | |
| 17 | CBRE | CBRE GROUP INC | 1.78% | Reduce -0.7% | 14,663,755 | $919.71M | $62.72 | |
| 18 | CMCSA | COMCAST CORP NEW | 1.77% | Reduce -1.3% | 17,471,727 | $915.52M | $52.40 | |
| 19 | STZ | CONSTELLATION BRANDS INC | 1.72% | Reduce -9.5% | 4,064,357 | $890.3M | $219.05 | |
| 20 | MA | MASTERCARD INCORPORATED | 1.70% | Reduce -18.4% | 2,456,363 | $876.77M | $356.94 | |
| 21 | NFLX | NETFLIX INC | 1.47% | Reduce -19.8% | 1,401,363 | $757.76M | $540.73 | |
| 22 | SCHW | SCHWAB CHARLES CORP | 1.45% | Add +0.2% | 14,163,879 | $751.25M | $53.04 | |
| 23 | COF | CAPITAL ONE FINL CORP | 1.34% | Reduce -4.8% | 7,018,279 | $693.76M | $98.85 | |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.33% | Add +2.3% | 2,962,803 | $686.99M | No quote | No quote |
| 25 | WDAY | WORKDAY INC | 1.30% | Reduce -1.6% | 2,796,673 | $670.11M | $239.61 | |
| 26 | A | AGILENT TECHNOLOGIES INC | 1.20% | Reduce -10.1% | 5,235,581 | $620.36M | $118.49 | |
| 27 | RYAAY | RYANAIR HOLDINGS PLC | 1.17% | Reduce -40.8% | 5,506,994 | $605.66M | $109.98 | |
| 28 | CVE | CENOVUS ENERGY INC | 1.16% | Add +7.9% | 98,287,307 | $598.37M | $6.09 | |
| 29 | LEA | LEAR CORP | 1.13% | Add +0.1% | 3,663,503 | $582.61M | $159.03 | |
| 30 | CVS | CVS HEALTH CORP | 1.10% | Add +4.2% | 8,340,956 | $569.69M | $68.30 | |
| 31 | TV | GRUPO TELEVISA SA | 1.02% | Add +1.5% | 64,185,260 | $528.89M | No quote | No quote |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | 0.97% | Reduce -2.9% | 2,858,718 | $503.71M | $176.20 | |
| 33 | HWM | HOWMET AEROSPACE INC | 0.95% | Add +2.5% | 17,237,129 | $491.95M | $28.54 | |
| 34 | MGM | MGM RESORTS INTERNATIONAL | 0.94% | Add +4.1% | 15,461,098 | $487.18M | $31.51 | |
| 35 | GE | GENERAL ELECTRIC CO | 0.94% | Reduce -0.0% | 44,911,017 | $485.04M | $10.80 | |
| 36 | V | VISA INC | 0.94% | Reduce -9.5% | 2,215,006 | $484.49M | $218.73 | |
| 37 | CAT | CATERPILLAR INC | 0.93% | Reduce -13.4% | 2,641,026 | $480.72M | $182.02 | |
| 38 | EOG | EOG RES INC | 0.92% | Add +60.1% | 9,531,182 | $475.32M | $49.87 | |
| 39 | ORCL | ORACLE CORP | 0.89% | Add +2.6% | 7,126,881 | $461.04M | $64.69 | |
| 40 | RGA | REINSURANCE GRP OF AMERICA I | 0.88% | Reduce -0.3% | 3,921,878 | $454.55M | $115.90 | |
| 41 | MCO | MOODYS CORP | 0.82% | Reduce -18.8% | 1,452,551 | $421.59M | $290.24 | |
| 42 | STT | STATE STR CORP | 0.77% | Add +0.5% | 5,445,597 | $396.33M | $72.78 | |
| 43 | HUM | HUMANA INC | 0.74% | Add +11.1% | 938,792 | $385.16M | $410.27 | |
| 44 | WFC | WELLS FARGO CO NEW | 0.72% | Add +5.9% | 12,343,722 | $372.53M | $30.18 | |
| 45 | OTEX | OPEN TEXT CORP | 0.72% | Add +25.3% | 8,197,115 | $372.44M | $45.44 | |
| 46 | GS | GOLDMAN SACHS GROUP INC | 0.68% | Reduce -0.6% | 1,334,745 | $351.99M | $263.71 | |
| 47 | BABA | ALIBABA GROUP HLDG LTD | 0.59% | Add +325.0% | 1,309,645 | $304.79M | $232.73 | |
| 48 | IPG | INTERPUBLIC GROUP COS INC | 0.56% | Add +5.2% | 12,328,330 | $289.96M | No quote | No quote |
| 49 | LBRDK | LIBERTY BROADBAND CORP | 0.55% | Reduce -5.0% | 1,810,881 | $286.79M | $158.37 | |
| 50 | THC | TENET HEALTHCARE CORP | 0.55% | Add +7.2% | 7,114,001 | $284.06M | $39.93 | |
| 51 | IT | GARTNER INC | 0.54% | Reduce -0.7% | 1,758,451 | $281.69M | $160.19 | |
| 52 | NVST | ENVISTA HOLDINGS CORPORATION | 0.54% | Add +2.3% | 8,255,383 | $278.45M | $33.73 | |
| 53 | JCI | JOHNSON CTLS INTL PLC | 0.54% | Add +2.6% | 5,965,419 | $277.93M | $46.59 | |
| 54 | BWA | BORGWARNER INC | 0.53% | Add +8.3% | 7,119,835 | $275.11M | $38.64 | |
| 55 | DXC | DXC TECHNOLOGY CO | 0.53% | Add +0.2% | 10,654,388 | $274.35M | No quote | No quote |
| 56 | APTV | APTIV PLC | 0.53% | Reduce -0.0% | 2,085,897 | $271.77M | $130.29 | |
| 57 | AXP | AMERICAN EXPRESS CO | 0.52% | Add +0.1% | 2,224,991 | $269.02M | $120.91 | |
| 58 | REGN | REGENERON PHARMACEUTICALS | 0.49% | Reduce -20.7% | 528,130 | $255.15M | $483.11 | |
| 59 | LIVN | LIVANOVA PLC | 0.48% | Reduce -2.7% | 3,735,678 | $247.34M | $66.21 | |
| 60 | GD | GENERAL DYNAMICS CORP | 0.46% | Add +62.6% | 1,608,465 | $239.37M | $148.82 | |
| 61 | PH | PARKER-HANNIFIN CORP | 0.46% | Reduce -39.3% | 870,313 | $237.08M | $272.41 | |
| 62 | PM | PHILIP MORRIS INTL INC | 0.44% | Reduce -0.1% | 2,736,413 | $226.55M | $82.79 | |
| 63 | EBAY | EBAY INC. | 0.44% | Add +0.0% | 4,476,658 | $224.95M | $50.25 | |
| 64 | BK | BANK NEW YORK MELLON CORP | 0.41% | Reduce -14.7% | 5,047,135 | $214.2M | $42.44 | |
| 65 | POST | POST HLDGS INC | 0.41% | Add +5.4% | 2,091,041 | $211.22M | $101.01 | |
| 66 | CDK | CDK GLOBAL INC | 0.41% | Add +1688.5% | 4,063,067 | $210.59M | No quote | No quote |
| 67 | APA | APACHE CORP | 0.41% | Add +66.8% | 14,770,495 | $209.59M | $14.19 | |
| 68 | CMI | CUMMINS INC | 0.39% | Reduce -31.8% | 883,332 | $200.61M | $227.10 | |
| 69 | FLS | FLOWSERVE CORP | 0.38% | Add +55.2% | 5,280,519 | $194.59M | $36.85 | |
| 70 | CSL | CARLISLE COS INC | 0.36% | Add +0.4% | 1,178,942 | $184.13M | $156.18 | |
| 71 | TMUS | T-MOBILE US INC | 0.35% | Add +1.8% | 1,343,068 | $181.11M | $134.85 | |
| 72 | HAL | HALLIBURTON CO | 0.32% | Reduce -3.4% | 8,728,900 | $164.98M | $18.90 | |
| 73 | SPGI | S&P GLOBAL INC | 0.31% | Add +0.0% | 483,787 | $159.04M | $328.73 | |
| 74 | FANG | DIAMONDBACK ENERGY INC | 0.31% | Add +394.3% | 3,280,145 | $158.76M | $48.40 | |
| 75 | LBTYK | LIBERTY GLOBAL PLC | 0.31% | Reduce -5.1% | 6,698,717 | $158.43M | $23.65 | |
| 76 | HHC | HOWARD HUGHES CORP | 0.27% | Reduce -12.4% | 1,758,809 | $138.82M | No quote | No quote |
| 77 | FI | FISERV INC | 0.27% | New | 1,207,864 | $137.53M | No quote | No quote |
| 78 | GLPI | GAMING & LEISURE PPTYS INC | 0.26% | Reduce -11.1% | 3,202,561 | $135.79M | $42.40 | |
| 79 | THO | THOR INDS INC | 0.26% | Add +3.6% | 1,430,959 | $133.07M | $92.99 | |
| 80 | QSR | RESTAURANT BRANDS INTL INC | 0.25% | New | 2,150,975 | $131.45M | $61.11 | |
| 81 | ARNC | ARCONIC CORPORATION | 0.25% | Add +3.6% | 4,337,596 | $129.26M | No quote | No quote |
| 82 | DEO | DIAGEO PLC | 0.24% | Reduce -12.2% | 780,903 | $124.02M | $158.81 | |
| 83 | TCOM | TRIP COM GROUP LTD | 0.24% | Reduce -42.4% | 3,674,182 | $123.93M | $33.73 | |
| 84 | KKR | KKR & CO INC | 0.24% | New | 3,016,912 | $122.16M | $40.49 | |
| 85 | MAN | MANPOWERGROUP INC | 0.23% | Add +0.3% | 1,299,564 | $117.2M | $90.18 | |
| 86 | QRTEA | QURATE RETAIL INC | 0.22% | Reduce -23.1% | 10,259,379 | $112.55M | No quote | No quote |
| 87 | HRI | HERC HLDGS INC | 0.18% | Reduce -3.3% | 1,424,947 | $94.63M | $66.41 | |
| 88 | AAPL | APPLE INC | 0.18% | Reduce -33.4% | 712,390 | $94.53M | $132.69 | |
| 89 | UNH | UNITEDHEALTH GROUP INC | 0.18% | Reduce -31.1% | 262,557 | $92.07M | $350.68 | |
| 90 | TXN | TEXAS INSTRS INC | 0.17% | Reduce -24.9% | 545,693 | $89.57M | $164.13 | |
| 91 | CRI | CARTERS INC | 0.16% | Add +3.0% | 884,016 | $83.16M | $94.07 | |
| 92 | CXO | CONCHO RES INC | 0.15% | Add +280.9% | 1,330,143 | $77.61M | No quote | No quote |
| 93 | BLK | BLACKROCK INC | 0.14% | Reduce -23.1% | 100,633 | $72.61M | $721.54 | |
| 94 | TRN | TRINITY INDS INC | 0.13% | Reduce -13.6% | 2,462,448 | $64.98M | $26.39 | |
| 95 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.12% | Reduce -0.3% | 396,448 | $61.09M | $154.09 | |
| 96 | CHX | CHAMPIONX CORPORATION | 0.11% | Add +0.8% | 3,669,077 | $56.14M | No quote | No quote |
| 97 | PDCE | PDC ENERGY INC | 0.10% | Reduce -1.2% | 2,554,193 | $52.44M | No quote | No quote |
| 98 | VLRS | CONTROLADORA VUELA COMP DE A | 0.10% | Reduce -12.2% | 4,190,588 | $52.05M | No quote | No quote |
| 99 | INTC | INTEL CORP | 0.09% | Reduce -48.7% | 956,557 | $47.66M | $49.82 | |
| 100 | GIL | GILDAN ACTIVEWEAR INC | 0.09% | Reduce -7.9% | 1,597,900 | $44.67M | $27.96 | |
| 101 | DIS | DISNEY WALT CO | 0.08% | Add +1.2% | 240,462 | $43.57M | $181.18 | |
| 102 | PINS | PINTEREST INC | 0.07% | Reduce -91.2% | 576,962 | $38.02M | $65.90 | |
| 103 | SEE | SEALED AIR CORP NEW | 0.07% | Add +7.7% | 737,100 | $33.75M | $45.79 | |
| 104 | BB | BLACKBERRY LTD | 0.06% | Reduce -40.6% | 4,797,500 | $31.81M | $6.63 | |
| 105 | NDAQ | NASDAQ INC | 0.06% | Add +0.1% | 227,620 | $30.21M | $132.74 | |
| 106 | ALV | AUTOLIV INC | 0.06% | Reduce -26.9% | 324,000 | $29.84M | $92.10 | |
| 107 | BG | BUNGE LIMITED | 0.06% | Add +2.2% | 448,920 | $29.44M | $65.58 | |
| 108 | EFX | EQUIFAX INC | 0.05% | Add +20.2% | 140,423 | $27.08M | $192.84 | |
| 109 | ARMK | ARAMARK | 0.05% | Reduce -8.8% | 606,190 | $23.33M | $38.48 | |
| 110 | CB | CHUBB LIMITED | 0.04% | Add +748.5% | 135,115 | $20.8M | $153.92 | |
| 111 | QRVO | QORVO INC | 0.03% | Reduce -7.5% | 103,136 | $17.15M | $166.27 | |
| 112 | EEFT | EURONET WORLDWIDE INC | 0.03% | Add +30.2% | 97,135 | $14.08M | $144.92 | |
| 113 | DOV | DOVER CORP | 0.03% | Reduce -4.8% | 103,636 | $13.08M | $126.25 | |
| 114 | MAS | MASCO CORP | 0.02% | Reduce -15.1% | 186,211 | $10.23M | $54.93 | |
| 115 | WAB | WABTEC | 0.02% | Add +6.8% | 110,711 | $8.1M | $73.20 | |
| 116 | WEX | WEX INC | 0.01% | Add +134.7% | 17,965 | $3.66M | $203.51 | |
| 117 | PRGO | PERRIGO CO PLC | 0.01% | Add +261.2% | 72,040 | $3.22M | $44.73 | |
| 118 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.00% | Reduce -52.3% | 131,800 | $2.38M | No quote | No quote |
| 119 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | Add +0.8% | 15,020 | $2.37M | $157.59 | |
| 120 | BAX | BAXTER INTL INC | 0.00% | Add +1.8% | 28,339 | $2.27M | $80.24 | |
| 121 | AON | AON PLC | 0.00% | Reduce -1.9% | 10,455 | $2.21M | $211.29 | |
| 122 | FDX | FEDEX CORP | 0.00% | Reduce -54.4% | 5,530 | $1.44M | $259.67 | |
| 123 | CLGX | CORELOGIC INC | 0.00% | Reduce -80.0% | 17,600 | $1.36M | No quote | No quote |
| 124 | FL | FOOT LOCKER INC | 0.00% | Reduce -98.4% | 24,125 | $976K | No quote | No quote |
| 125 | CHRW | C H ROBINSON WORLDWIDE INC | 0.00% | Reduce -81.6% | 9,800 | $920K | $93.88 | |
| 126 | LUV | SOUTHWEST AIRLS CO | 0.00% | Reduce -99.4% | 18,540 | $864K | $46.60 | |
| 127 | JPM | JPMORGAN CHASE & CO | 0.00% | Reduce -71.0% | 6,137 | $780K | $127.10 | |
| 128 | AWI | ARMSTRONG WORLD INDS INC | 0.00% | New | 8,750 | $651K | $74.40 | |
| 129 | BC | BRUNSWICK CORP | 0.00% | Reduce -19.1% | 8,450 | $644K | $76.21 | |
| 130 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $632K | $203.87 | |
| 131 | TDOC | TELADOC HEALTH INC | 0.00% | New | 2,344 | $469K | $200.09 | |
| 132 | MSFT | MICROSOFT CORP | 0.00% | Reduce -13.9% | 1,850 | $411K | $222.16 | |
| 139 | AMTD | TD AMERITRADE HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 138 | CRM | SALESFORCE COM INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | NOV | NATIONAL OILWELL VARCO INC | - | Sold | 0 | $0 | No quote | No quote |
| 136 | LYV | LIVE NATION ENTERTAINMENT IN | - | Sold | 0 | $0 | No quote | No quote |
| 135 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | ACA | ARCOSA INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | AIGWS | AMERICAN INTL GROUP INC | 0.00% | New | 58 | $0 | No quote | No quote |