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 119 of 140 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 7.64% | Add +44.9% | 1,965,988 | $4.8B | $2441.79 | |
| 2 | BAC | BK OF AMERICA CORP | 4.25% | Reduce -5.6% | 64,797,568 | $2.67B | $41.23 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.62% | Add +8.8% | 3,152,631 | $2.27B | $721.45 | |
| 4 | CNHI | CNH INDL N V | 3.54% | Reduce -10.2% | 134,556,067 | $2.22B | No quote | No quote |
| 5 | GM | GENERAL MTRS CO | 3.29% | Reduce -4.6% | 34,883,279 | $2.06B | $59.17 | |
| 6 | C | CITIGROUP INC | 3.09% | Add +0.2% | 27,388,329 | $1.94B | $70.75 | |
| 7 | HCA | HCA HEALTHCARE INC | 2.89% | Reduce -1.8% | 8,789,096 | $1.82B | $206.74 | |
| 8 | KDP | KEURIG DR PEPPER INC | 2.60% | Add +4.3% | 46,363,431 | $1.63B | $35.24 | |
| 9 | HUM | HUMANA INC | 2.37% | Add +9.8% | 3,362,872 | $1.49B | $442.72 | |
| 10 | AIG | AMERICAN INTL GROUP INC | 2.37% | Reduce -0.9% | 31,208,519 | $1.49B | $47.60 | |
| 11 | BKNG | BOOKING HOLDINGS INC | 2.32% | Reduce -6.4% | 667,103 | $1.46B | $2188.09 | |
| 12 | META | FACEBOOK INC | 2.23% | Add +1.2% | 4,034,483 | $1.4B | $347.71 | |
| 13 | LBTYA | LIBERTY GLOBAL PLC | 2.21% | Add +0.4% | 51,144,602 | $1.39B | $27.16 | |
| 14 | FI | FISERV INC | 2.06% | Add +46.3% | 12,101,183 | $1.29B | No quote | No quote |
| 15 | TEL | TE CONNECTIVITY LTD | 2.02% | Reduce -3.3% | 9,381,354 | $1.27B | $135.21 | |
| 16 | ALLY | ALLY FINL INC | 1.92% | Reduce -4.0% | 24,250,870 | $1.21B | $49.84 | |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | 1.82% | Reduce -0.6% | 9,482,392 | $1.14B | $120.62 | |
| 18 | NFLX | NETFLIX INC | 1.63% | Add +31.1% | 1,937,531 | $1.02B | $528.21 | |
| 19 | CMCSA | COMCAST CORP NEW | 1.63% | Add +0.9% | 17,897,960 | $1.02B | $57.02 | |
| 20 | COF | CAPITAL ONE FINL CORP | 1.54% | Reduce -3.9% | 6,252,506 | $967.2M | $154.69 | |
| 21 | STZ | CONSTELLATION BRANDS INC | 1.50% | Add +0.6% | 4,036,851 | $944.18M | $233.89 | |
| 22 | CBRE | CBRE GROUP INC | 1.49% | Reduce -12.8% | 10,929,455 | $936.98M | $85.73 | |
| 23 | TV | GRUPO TELEVISA S A B | 1.47% | Reduce -1.6% | 64,718,339 | $924.18M | No quote | No quote |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.45% | Add +0.8% | 3,284,592 | $912.85M | No quote | No quote |
| 25 | SCHW | SCHWAB CHARLES CORP | 1.44% | Add +0.7% | 12,394,664 | $902.46M | $72.81 | |
| 26 | REGN | REGENERON PHARMACEUTICALS | 1.29% | Add +39.8% | 1,445,053 | $807.12M | $558.54 | |
| 27 | EOG | EOG RES INC | 1.26% | Reduce -0.1% | 9,519,995 | $794.35M | $83.44 | |
| 28 | CVS | CVS HEALTH CORP | 1.14% | Reduce -0.0% | 8,550,865 | $713.48M | $83.44 | |
| 29 | BABA | ALIBABA GROUP HLDG LTD | 1.12% | Add +40.5% | 3,113,295 | $706.03M | $226.78 | |
| 30 | GD | GENERAL DYNAMICS CORP | 1.10% | Add +1.7% | 3,658,602 | $688.77M | $188.26 | |
| 31 | WDAY | WORKDAY INC | 0.99% | Add +12.5% | 2,608,093 | $622.66M | $238.74 | |
| 32 | RYAAY | RYANAIR HOLDINGS PLC | 0.97% | Reduce -1.3% | 5,655,907 | $612.03M | $108.21 | |
| 33 | WFC | WELLS FARGO CO NEW | 0.95% | Add +3.9% | 13,237,307 | $599.52M | $45.29 | |
| 34 | LEA | LEAR CORP | 0.94% | Reduce -1.5% | 3,351,925 | $587.53M | $175.28 | |
| 35 | ORCL | ORACLE CORP | 0.92% | Reduce -2.6% | 7,399,096 | $575.95M | $77.84 | |
| 36 | GE | GENERAL ELECTRIC CO | 0.90% | Reduce -0.0% | 42,152,806 | $567.38M | $13.46 | |
| 37 | ADP | AUTOMATIC DATA PROCESSING IN | 0.90% | Reduce -2.9% | 2,832,997 | $562.69M | $198.62 | |
| 38 | OTEX | OPEN TEXT CORP | 0.88% | Add +0.7% | 10,822,227 | $549.49M | $50.77 | |
| 39 | CVE | CENOVUS ENERGY INC | 0.83% | Reduce -30.9% | 54,531,807 | $521.65M | $9.57 | |
| 40 | V | VISA INC | 0.81% | Reduce -0.3% | 2,167,652 | $506.84M | $233.82 | |
| 41 | GS | GOLDMAN SACHS GROUP INC | 0.80% | Reduce -0.3% | 1,324,028 | $502.51M | $379.53 | |
| 42 | MCO | MOODYS CORP | 0.74% | Reduce -15.9% | 1,283,322 | $465.04M | $362.37 | |
| 43 | RGA | REINSURANCE GRP OF AMERICA I | 0.72% | Add +0.9% | 3,961,224 | $451.58M | $114.00 | |
| 44 | APA | APA CORPORATION | 0.72% | Add +0.0% | 20,772,857 | $449.32M | $21.63 | |
| 45 | MA | MASTERCARD INCORPORATED | 0.70% | Reduce -23.0% | 1,206,782 | $440.58M | $365.09 | |
| 46 | THC | TENET HEALTHCARE CORP | 0.69% | Add +2.4% | 6,491,926 | $434.89M | $66.99 | |
| 47 | DXC | DXC TECHNOLOGY CO | 0.68% | Add +0.8% | 10,900,045 | $424.45M | No quote | No quote |
| 48 | IT | GARTNER INC | 0.67% | Reduce -0.1% | 1,742,815 | $422.11M | $242.20 | |
| 49 | EBAY | EBAY INC. | 0.67% | Add +33.2% | 5,969,224 | $419.1M | $70.21 | |
| 50 | IPG | INTERPUBLIC GROUP COS INC | 0.66% | Reduce -5.0% | 12,699,992 | $412.62M | No quote | No quote |
| 51 | STT | STATE STR CORP | 0.65% | Reduce -0.0% | 4,941,902 | $406.62M | $82.28 | |
| 52 | HWM | HOWMET AEROSPACE INC | 0.63% | Reduce -29.0% | 11,388,290 | $392.55M | $34.47 | |
| 53 | GOOG | ALPHABET INC | 0.60% | Reduce -79.6% | 150,939 | $378.3M | $2506.32 | |
| 54 | AXP | AMERICAN EXPRESS CO | 0.59% | Add +0.1% | 2,233,125 | $368.98M | $165.23 | |
| 55 | JCI | JOHNSON CTLS INTL PLC | 0.54% | Reduce -5.7% | 4,915,858 | $337.38M | $68.63 | |
| 56 | LBRDK | LIBERTY BROADBAND CORP | 0.51% | Add +1.1% | 1,847,899 | $320.91M | $173.66 | |
| 57 | LIVN | LIVANOVA PLC | 0.51% | Reduce -0.8% | 3,789,321 | $318.72M | $84.11 | |
| 58 | FANG | DIAMONDBACK ENERGY INC | 0.49% | Reduce 0.0% | 3,281,294 | $308.08M | $93.89 | |
| 59 | CDK | CDK GLOBAL INC | 0.43% | Add +3.4% | 5,391,671 | $267.91M | No quote | No quote |
| 60 | COP | CONOCOPHILLIPS | 0.41% | Add +92.8% | 4,254,846 | $259.12M | $60.90 | |
| 61 | BK | BANK NEW YORK MELLON CORP | 0.41% | Reduce -0.2% | 5,045,142 | $258.46M | $51.23 | |
| 62 | QSR | RESTAURANT BRANDS INTL INC | 0.41% | Reduce -0.1% | 4,001,408 | $257.85M | $64.44 | |
| 63 | KKR | KKR & CO INC | 0.41% | Add +2.0% | 4,293,433 | $254.34M | $59.24 | |
| 64 | PM | PHILIP MORRIS INTL INC | 0.40% | Add +0.8% | 2,523,016 | $250.06M | $99.11 | |
| 65 | NOV | NOV INC | 0.39% | Add +6.7% | 16,101,011 | $246.67M | $15.32 | |
| 66 | FLS | FLOWSERVE CORP | 0.39% | Add +2.7% | 6,093,029 | $245.67M | $40.32 | |
| 67 | MO | ALTRIA GROUP INC | 0.39% | Add +66.6% | 5,102,835 | $243.3M | $47.68 | |
| 68 | TMUS | T-MOBILE US INC | 0.38% | Add +18.2% | 1,630,258 | $236.11M | $144.83 | |
| 69 | BWA | BORGWARNER INC | 0.37% | Reduce -5.8% | 4,822,124 | $234.07M | $48.54 | |
| 70 | HAL | HALLIBURTON CO | 0.37% | Add +2.6% | 10,056,092 | $232.5M | $23.12 | |
| 71 | NVST | ENVISTA HOLDINGS CORPORATION | 0.36% | Reduce -39.7% | 5,258,321 | $227.21M | $43.21 | |
| 72 | CSL | CARLISLE COS INC | 0.36% | Add +0.6% | 1,181,150 | $226.05M | $191.38 | |
| 73 | THO | THOR INDS INC | 0.35% | Add +26.4% | 1,927,247 | $217.78M | $113.00 | |
| 74 | POST | POST HLDGS INC | 0.34% | Reduce -5.9% | 1,943,003 | $210.76M | $108.47 | |
| 75 | SPGI | S&P GLOBAL INC | 0.32% | Add +1.7% | 492,127 | $201.99M | $410.45 | |
| 76 | CMI | CUMMINS INC | 0.32% | Reduce -1.3% | 819,042 | $199.69M | $243.81 | |
| 77 | HHC | HOWARD HUGHES CORP | 0.27% | Reduce -1.3% | 1,734,442 | $169.04M | No quote | No quote |
| 78 | ARNC | ARCONIC CORPORATION | 0.27% | Reduce -0.7% | 4,740,583 | $168.86M | No quote | No quote |
| 79 | CRM | SALESFORCE COM INC | 0.26% | Add +24.3% | 673,420 | $164.5M | $244.27 | |
| 80 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.25% | Add +14158.6% | 4,028,068 | $160.08M | $39.74 | |
| 81 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.25% | New | 1,330,627 | $157.95M | $118.70 | |
| 82 | MAN | MANPOWERGROUP INC WIS | 0.24% | Add +0.3% | 1,277,022 | $151.85M | $118.91 | |
| 83 | GOCO | GOHEALTH INC | 0.23% | Add +8026.8% | 12,764,887 | $143.09M | No quote | No quote |
| 84 | LBTYK | LIBERTY GLOBAL PLC | 0.22% | Reduce -16.2% | 5,075,039 | $137.23M | $27.04 | |
| 85 | QRTEA | QURATE RETAIL INC | 0.21% | Reduce -0.2% | 10,258,739 | $134.29M | No quote | No quote |
| 86 | PDCE | PDC ENERGY INC | 0.18% | Reduce -0.3% | 2,532,693 | $115.97M | No quote | No quote |
| 87 | SEE | SEALED AIR CORP NEW | 0.15% | Add +10.2% | 1,618,195 | $95.88M | $59.25 | |
| 88 | CRI | CARTERS INC | 0.15% | Reduce -0.4% | 891,254 | $91.95M | $103.17 | |
| 89 | CHX | CHAMPIONX CORPORATION | 0.13% | Reduce -12.6% | 3,207,917 | $82.28M | No quote | No quote |
| 90 | BLK | BLACKROCK INC | 0.12% | Add +0.8% | 89,359 | $78.19M | $874.97 | |
| 91 | CIT | CIT GROUP INC | 0.11% | Reduce -0.0% | 1,379,391 | $71.16M | No quote | No quote |
| 92 | HRI | HERC HLDGS INC | 0.11% | Reduce -38.8% | 589,208 | $66.03M | $112.07 | |
| 93 | DIS | DISNEY WALT CO | 0.08% | Add +14.1% | 274,692 | $48.28M | $175.77 | |
| 94 | FCNCA | FIRST CTZNS BANCSHARES INC N | 0.08% | Reduce -0.0% | 57,640 | $48M | $832.74 | |
| 95 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.08% | Reduce -1.4% | 295,033 | $47.45M | $160.82 | |
| 96 | NDAQ | NASDAQ INC | 0.07% | Add +16.0% | 263,972 | $46.41M | $175.80 | |
| 97 | EFX | EQUIFAX INC | 0.07% | Add +22.3% | 190,519 | $45.63M | $239.51 | |
| 98 | AAPL | APPLE INC | 0.06% | Reduce -31.3% | 280,960 | $38.48M | $136.96 | |
| 99 | TXN | TEXAS INSTRS INC | 0.06% | Reduce -37.9% | 188,252 | $36.2M | $192.30 | |
| 100 | ALV | AUTOLIV INC | 0.05% | Add +3.3% | 350,480 | $34.26M | $97.76 | |
| 101 | BG | BUNGE LIMITED | 0.05% | Reduce -6.0% | 422,191 | $32.99M | $78.15 | |
| 102 | DEO | DIAGEO PLC | 0.05% | Reduce -74.0% | 169,216 | $32.44M | $191.69 | |
| 103 | GLPI | GAMING & LEISURE PPTYS INC | 0.05% | Reduce -60.6% | 659,396 | $30.55M | $46.33 | |
| 104 | GIL | GILDAN ACTIVEWEAR INC | 0.04% | Reduce -59.1% | 614,200 | $22.66M | $36.89 | |
| 105 | VLRS | CONTROLADORA VUELA COMP DE A | 0.04% | Reduce -50.6% | 1,168,488 | $22.45M | No quote | No quote |
| 106 | ARMK | ARAMARK | 0.03% | Add +19.9% | 581,884 | $21.68M | $37.25 | |
| 107 | CB | CHUBB LIMITED | 0.03% | Reduce -0.1% | 134,887 | $21.44M | $158.94 | |
| 108 | CAT | CATERPILLAR INC | 0.03% | Reduce -95.0% | 85,128 | $18.53M | $217.63 | |
| 109 | QRVO | QORVO INC | 0.03% | Reduce -3.8% | 93,676 | $18.33M | $195.65 | |
| 110 | CWK | CUSHMAN WAKEFIELD PLC | 0.03% | New | 967,185 | $16.9M | $17.47 | |
| 111 | HII | HUNTINGTON INGALLS INDS INC | 0.03% | Add +27.5% | 74,472 | $15.7M | $210.75 | |
| 112 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -1.5% | 94,435 | $12.78M | $135.35 | |
| 113 | DOV | DOVER CORP | 0.02% | Reduce -25.5% | 74,003 | $11.15M | $150.60 | |
| 114 | UNH | UNITEDHEALTH GROUP INC | 0.02% | Reduce -82.8% | 24,168 | $9.68M | $400.45 | |
| 115 | PINS | PINTEREST INC | 0.01% | Reduce -59.2% | 101,319 | $8M | $78.95 | |
| 116 | LBRDA | LIBERTY BROADBAND CORP | 0.01% | Add +168.7% | 40,518 | $6.81M | $168.17 | |
| 117 | WAB | WABTEC | 0.01% | Reduce -52.1% | 55,708 | $4.59M | $82.30 | |
| 118 | AON | AON PLC | 0.01% | - | 15,508 | $3.7M | $238.78 | |
| 119 | WEX | WEX INC | 0.01% | Reduce -1.4% | 17,501 | $3.39M | $193.87 | |
| 120 | A | AGILENT TECHNOLOGIES INC | 0.00% | Reduce -98.3% | 18,698 | $2.76M | $147.82 | |
| 121 | INTC | INTEL CORP | 0.00% | Reduce -24.1% | 47,350 | $2.66M | $56.14 | |
| 122 | BAX | BAXTER INTL INC | 0.00% | Reduce -11.0% | 25,579 | $2.06M | $80.50 | |
| 123 | MGM | MGM RESORTS INTERNATIONAL | 0.00% | Reduce -99.7% | 42,600 | $1.82M | $42.65 | |
| 124 | REYN | REYNOLDS CONSUMER PRODS INC | 0.00% | New | 54,960 | $1.67M | $30.35 | |
| 125 | TRN | TRINITY INDS INC | 0.00% | Reduce -92.4% | 56,820 | $1.53M | $26.89 | |
| 126 | JPM | JPMORGAN CHASE & CO | 0.00% | - | 5,337 | $830K | $155.52 | |
| 127 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.00% | - | 3,289 | $757K | $230.16 | |
| 128 | ST | SENSATA TECHNOLOGIES HLDG PL | 0.00% | Reduce -2.6% | 12,375 | $717K | $57.94 | |
| 129 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $693K | $223.55 | |
| 130 | CHRW | C H ROBINSON WORLDWIDE INC | 0.00% | Reduce -20.0% | 5,280 | $495K | $93.75 | |
| 131 | MSFT | MICROSOFT CORP | 0.00% | - | 1,750 | $474K | $270.86 | |
| 132 | BA | BOEING CO | 0.00% | - | 1,066 | $255K | $239.21 | |
| 133 | FDX | FEDEX CORP | 0.00% | - | 830 | $248K | $298.80 | |
| 134 | FL | FOOT LOCKER INC | 0.00% | Reduce -50.0% | 4,000 | $247K | No quote | No quote |
| 135 | KMX | CARMAX INC | 0.00% | - | 1,875 | $242K | $129.07 | |
| 136 | RL | RALPH LAUREN CORP | 0.00% | - | 1,800 | $212K | No quote | No quote |
| 140 | STLA | STELLANTIS N.V | - | Sold | 0 | $0 | No quote | No quote |
| 139 | LUV | SOUTHWEST AIRLS CO | - | Sold | 0 | $0 | No quote | No quote |
| 138 | CLGX | CORELOGIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | AWI | ARMSTRONG WORLD INDS INC NEW | - | Sold | 0 | $0 | No quote | No quote |