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 121 of 144 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 7.97% | Reduce -4.8% | 1,871,337 | $5B | $2673.52 | |
| 2 | BAC | BK OF AMERICA CORP | 4.02% | Reduce -8.2% | 59,464,549 | $2.52B | $42.45 | |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.62% | Reduce -1.0% | 3,121,292 | $2.27B | $727.56 | |
| 4 | CNHI | CNH INDL N V | 3.28% | Reduce -10.0% | 121,054,120 | $2.06B | No quote | No quote |
| 5 | C | CITIGROUP INC | 3.14% | Add +2.7% | 28,125,763 | $1.97B | $70.18 | |
| 6 | HCA | HCA HEALTHCARE INC | 3.08% | Reduce -9.4% | 7,959,746 | $1.93B | $242.72 | |
| 7 | GM | GENERAL MTRS CO | 2.92% | Reduce -0.5% | 34,716,412 | $1.83B | $52.71 | |
| 8 | FI | FISERV INC | 2.81% | Add +34.5% | 16,278,281 | $1.77B | No quote | No quote |
| 9 | HUM | HUMANA INC | 2.72% | Add +30.7% | 4,395,116 | $1.71B | $389.15 | |
| 10 | AIG | AMERICAN INTL GROUP INC | 2.71% | Reduce -0.5% | 31,039,916 | $1.7B | $54.89 | |
| 11 | KDP | KEURIG DR PEPPER INC | 2.58% | Add +2.3% | 47,416,212 | $1.62B | $34.16 | |
| 12 | BKNG | BOOKING HOLDINGS INC | 2.53% | Add +0.1% | 668,053 | $1.59B | $2373.87 | |
| 13 | LBTYA | LIBERTY GLOBAL PLC | 2.20% | Reduce -9.5% | 46,289,532 | $1.38B | $29.80 | |
| 14 | META | FACEBOOK INC | 2.03% | Reduce -6.9% | 3,757,754 | $1.28B | $339.39 | |
| 15 | TEL | TE CONNECTIVITY LTD | 2.01% | Reduce -2.0% | 9,189,265 | $1.26B | $137.22 | |
| 16 | HLT | HILTON WORLDWIDE HLDGS INC | 1.98% | Reduce -0.6% | 9,430,421 | $1.25B | $132.11 | |
| 17 | ALLY | ALLY FINL INC | 1.98% | Add +0.3% | 24,328,415 | $1.24B | $51.05 | |
| 18 | NFLX | NETFLIX INC | 1.90% | Add +0.7% | 1,950,863 | $1.19B | $610.34 | |
| 19 | CBRE | CBRE GROUP INC | 1.59% | Reduce -6.0% | 10,272,317 | $1B | $97.36 | |
| 20 | CMCSA | COMCAST CORP NEW | 1.54% | Reduce -3.5% | 17,276,993 | $966.3M | $55.93 | |
| 21 | COF | CAPITAL ONE FINL CORP | 1.51% | Reduce -6.6% | 5,841,599 | $946.16M | $161.97 | |
| 22 | SCHW | SCHWAB CHARLES CORP | 1.47% | Add +1.9% | 12,627,043 | $919.75M | $72.84 | |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.43% | Add +0.4% | 3,298,425 | $900.27M | No quote | No quote |
| 24 | STZ | CONSTELLATION BRANDS INC | 1.35% | Reduce -0.1% | 4,033,274 | $849.77M | $210.69 | |
| 25 | EOG | EOG RES INC | 1.30% | Add +6.7% | 10,155,913 | $815.22M | $80.27 | |
| 26 | REGN | REGENERON PHARMACEUTICALS | 1.28% | Reduce -8.2% | 1,326,296 | $802.65M | $605.18 | |
| 27 | GD | GENERAL DYNAMICS CORP | 1.15% | Add +1.0% | 3,694,716 | $724.28M | $196.03 | |
| 28 | TV | GRUPO TELEVISA S A B | 1.14% | Add +0.8% | 65,233,939 | $716.27M | No quote | No quote |
| 29 | BABA | ALIBABA GROUP HLDG LTD | 1.13% | Add +53.5% | 4,779,180 | $707.56M | $148.05 | |
| 30 | CVS | CVS HEALTH CORP | 1.09% | Reduce -5.5% | 8,083,496 | $685.97M | $84.86 | |
| 31 | RYAAY | RYANAIR HOLDINGS PLC | 1.07% | Add +7.7% | 6,090,220 | $670.29M | $110.06 | |
| 32 | ORCL | ORACLE CORP | 1.01% | Reduce -1.4% | 7,295,585 | $635.66M | $87.13 | |
| 33 | WFC | WELLS FARGO CO NEW | 1.00% | Add +1.9% | 13,487,892 | $625.97M | $46.41 | |
| 34 | WDAY | WORKDAY INC | 0.94% | Reduce -9.3% | 2,364,511 | $590.87M | $249.89 | |
| 35 | LEA | LEAR CORP | 0.85% | Add +1.9% | 3,414,841 | $534.35M | $156.48 | |
| 36 | IT | GARTNER INC | 0.84% | Add +0.1% | 1,745,475 | $530.42M | $303.88 | |
| 37 | GS | GOLDMAN SACHS GROUP INC | 0.80% | Reduce -0.0% | 1,323,560 | $500.35M | $378.03 | |
| 38 | ADP | AUTOMATIC DATA PROCESSING IN | 0.77% | Reduce -14.8% | 2,414,119 | $482.63M | $199.92 | |
| 39 | GE | GENERAL ELECTRIC CO | 0.74% | Reduce -14.4%1:8 reverse | 4,512,268 | $464.9M | $103.03 | |
| 40 | THC | TENET HEALTHCARE CORP | 0.71% | Add +3.4% | 6,709,450 | $445.78M | $66.44 | |
| 41 | APA | APA CORPORATION | 0.71% | Add +0.0% | 20,774,380 | $445.2M | $21.43 | |
| 42 | IPG | INTERPUBLIC GROUP COS INC | 0.71% | Reduce -4.8% | 12,096,243 | $443.57M | No quote | No quote |
| 43 | RGA | REINSURANCE GRP OF AMERICA I | 0.71% | Add +0.5% | 3,982,329 | $443.07M | $111.26 | |
| 44 | V | VISA INC | 0.69% | Reduce -10.5% | 1,940,680 | $432.29M | $222.75 | |
| 45 | STT | STATE STR CORP | 0.66% | Reduce -1.5% | 4,866,234 | $412.27M | $84.72 | |
| 46 | MA | MASTERCARD INCORPORATED | 0.63% | Reduce -5.3% | 1,142,523 | $397.23M | $347.68 | |
| 47 | OTEX | OPEN TEXT CORP | 0.62% | Reduce -26.0% | 8,012,615 | $390.61M | $48.75 | |
| 48 | MCO | MOODYS CORP | 0.61% | Reduce -16.6% | 1,070,028 | $379.98M | $355.11 | |
| 49 | AXP | AMERICAN EXPRESS CO | 0.59% | Reduce -0.3% | 2,227,478 | $373.17M | $167.53 | |
| 50 | DXC | DXC TECHNOLOGY CO | 0.57% | Reduce -1.6% | 10,731,134 | $360.67M | No quote | No quote |
| 51 | COP | CONOCOPHILLIPS | 0.57% | Add +24.2% | 5,284,332 | $358.12M | $67.77 | |
| 52 | EBAY | EBAY INC. | 0.56% | Reduce -15.0% | 5,075,887 | $353.64M | $69.67 | |
| 53 | GOOG | ALPHABET INC | 0.56% | Reduce -12.2% | 132,529 | $353.23M | $2665.31 | |
| 54 | VIPS | VIPSHOP HOLDINGS LIMITED | 0.51% | New | 28,525,800 | $317.78M | $11.14 | |
| 55 | CVE | CENOVUS ENERGY INC | 0.50% | Reduce -42.4% | 31,414,185 | $316.34M | $10.07 | |
| 56 | LBRDK | LIBERTY BROADBAND CORP | 0.50% | Reduce -2.2% | 1,806,888 | $312.05M | $172.70 | |
| 57 | FANG | DIAMONDBACK ENERGY INC | 0.50% | Add +0.1% | 3,283,437 | $310.84M | $94.67 | |
| 58 | HWM | HOWMET AEROSPACE INC | 0.49% | Reduce -12.9% | 9,917,205 | $309.42M | $31.20 | |
| 59 | THO | THOR INDS INC | 0.49% | Add +30.0% | 2,504,908 | $307.5M | $122.76 | |
| 60 | LIVN | LIVANOVA PLC | 0.48% | Add +0.7% | 3,814,865 | $302.1M | $79.19 | |
| 61 | KKR | KKR & CO INC | 0.42% | Add +0.3% | 4,306,213 | $262.16M | $60.88 | |
| 62 | BK | BANK NEW YORK MELLON CORP | 0.40% | Reduce -5.1% | 4,786,061 | $248.11M | $51.84 | |
| 63 | CDK | CDK GLOBAL INC | 0.39% | Add +7.8% | 5,813,915 | $247.38M | No quote | No quote |
| 64 | QSR | RESTAURANT BRANDS INTL INC | 0.39% | Reduce -0.1% | 3,996,643 | $244.55M | $61.19 | |
| 65 | NOV | NOV INC | 0.38% | Add +11.8% | 17,998,461 | $235.96M | $13.11 | |
| 66 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.37% | Add +54.0% | 2,049,565 | $235.33M | $114.82 | |
| 67 | MO | ALTRIA GROUP INC | 0.37% | Add +0.1% | 5,110,129 | $232.61M | $45.52 | |
| 68 | CSL | CARLISLE COS INC | 0.37% | Reduce -2.1% | 1,155,815 | $229.76M | $198.79 | |
| 69 | PM | PHILIP MORRIS INTL INC | 0.36% | Reduce -4.8% | 2,403,128 | $227.79M | $94.79 | |
| 70 | FLS | FLOWSERVE CORP | 0.36% | Add +6.5% | 6,487,883 | $224.94M | $34.67 | |
| 71 | POST | POST HLDGS INC | 0.35% | Add +2.1% | 1,982,992 | $218.45M | $110.16 | |
| 72 | HAL | HALLIBURTON CO | 0.35% | Add +0.1% | 10,064,906 | $217.6M | $21.62 | |
| 73 | TMUS | T-MOBILE US INC | 0.34% | Add +1.5% | 1,654,567 | $211.39M | $127.76 | |
| 74 | BWA | BORGWARNER INC | 0.33% | Reduce -0.1% | 4,817,900 | $208.18M | $43.21 | |
| 75 | CRM | SALESFORCE COM INC | 0.30% | Add +1.5% | 683,552 | $185.39M | $271.22 | |
| 76 | SPGI | S&P GLOBAL INC | 0.29% | Reduce -13.8% | 424,437 | $180.34M | $424.89 | |
| 77 | JCI | JOHNSON CTLS INTL PLC | 0.28% | Reduce -47.4% | 2,588,086 | $176.2M | $68.08 | |
| 78 | CMI | CUMMINS INC | 0.27% | Reduce -6.8% | 763,236 | $171.39M | $224.56 | |
| 79 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.26% | Add +16.2% | 4,679,948 | $165.3M | $35.32 | |
| 80 | ARNC | ARCONIC CORPORATION | 0.25% | Add +3.0% | 4,882,683 | $154M | No quote | No quote |
| 81 | HHC | HOWARD HUGHES CORP | 0.24% | Reduce -0.9% | 1,718,122 | $150.87M | No quote | No quote |
| 82 | NVST | ENVISTA HOLDINGS CORPORATION | 0.24% | Reduce -32.5% | 3,549,281 | $148.4M | $41.81 | |
| 83 | MAN | MANPOWERGROUP INC WIS | 0.22% | Add +1.4% | 1,295,086 | $140.23M | $108.28 | |
| 84 | PCAR | PACCAR INC | 0.19% | New | 1,537,540 | $121.34M | $78.92 | |
| 85 | PDCE | PDC ENERGY INC | 0.19% | Reduce -3.1% | 2,454,268 | $116.31M | No quote | No quote |
| 86 | CWK | CUSHMAN WAKEFIELD PLC | 0.16% | Add +464.9% | 5,463,236 | $101.67M | $18.61 | |
| 87 | QRTEA | QURATE RETAIL INC | 0.16% | Reduce -3.4% | 9,915,371 | $101.04M | No quote | No quote |
| 88 | SEE | SEALED AIR CORP NEW | 0.14% | Add +1.6% | 1,644,270 | $90.09M | $54.79 | |
| 89 | CRI | CARTERS INC | 0.14% | Add +0.3% | 893,804 | $86.91M | $97.24 | |
| 90 | TCOM | TRIP COM GROUP LTD | 0.13% | New | 2,682,133 | $82.48M | $30.75 | |
| 91 | BLK | BLACKROCK INC | 0.12% | Add +0.6% | 89,896 | $75.39M | $838.66 | |
| 92 | CIT | CIT GROUP INC | 0.11% | Reduce -0.1% | 1,378,766 | $71.63M | No quote | No quote |
| 93 | GOCO | GOHEALTH INC | 0.11% | Add +11.1% | 14,184,525 | $71.35M | No quote | No quote |
| 94 | CHX | CHAMPIONX CORPORATION | 0.11% | Reduce -2.7% | 3,121,917 | $69.81M | No quote | No quote |
| 95 | DIS | DISNEY WALT CO | 0.08% | Add +13.5% | 311,886 | $52.76M | $169.17 | |
| 96 | FCNCA | FIRST CTZNS BANCSHARES INC N | 0.08% | Reduce -0.0% | 57,615 | $48.58M | $843.17 | |
| 97 | ALV | AUTOLIV INC | 0.07% | Add +51.8% | 531,855 | $45.59M | $85.72 | |
| 98 | NDAQ | NASDAQ INC | 0.07% | Reduce -13.5% | 228,352 | $44.08M | $193.02 | |
| 99 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.07% | Reduce -0.5% | 293,473 | $42.95M | $146.36 | |
| 100 | BG | BUNGE LIMITED | 0.06% | Add +8.9% | 459,806 | $37.39M | $81.32 | |
| 101 | AAPL | APPLE INC | 0.05% | Reduce -16.2% | 235,505 | $33.32M | $141.50 | |
| 102 | EFX | EQUIFAX INC | 0.05% | Reduce -39.0% | 116,299 | $29.47M | $253.42 | |
| 103 | DLTR | DOLLAR TREE INC | 0.05% | New | 305,390 | $29.23M | $95.72 | |
| 104 | TXN | TEXAS INSTRS INC | 0.04% | Reduce -23.8% | 143,432 | $27.57M | $192.21 | |
| 105 | GLPI | GAMING & LEISURE PPTYS INC | 0.04% | Reduce -12.9% | 574,167 | $26.6M | $46.32 | |
| 106 | CB | CHUBB LIMITED | 0.04% | Reduce -0.1% | 134,718 | $23.37M | $173.48 | |
| 107 | ARMK | ARAMARK | 0.03% | Add +8.4% | 630,579 | $20.72M | $32.86 | |
| 108 | GIL | GILDAN ACTIVEWEAR INC | 0.03% | Reduce -10.2% | 551,300 | $20.12M | $36.50 | |
| 109 | HII | HUNTINGTON INGALLS INDS INC | 0.03% | Add +39.2% | 103,677 | $20.02M | $193.06 | |
| 110 | HRI | HERC HLDGS INC | 0.03% | Reduce -79.5% | 120,921 | $19.77M | $163.46 | |
| 111 | WMG | WARNER MUSIC GROUP CORP | 0.03% | New | 382,655 | $16.36M | $42.74 | |
| 112 | QRVO | QORVO INC | 0.02% | Reduce -2.0% | 91,804 | $15.35M | $167.19 | |
| 113 | DEO | DIAGEO PLC | 0.02% | Reduce -59.6% | 68,369 | $13.2M | $193.00 | |
| 114 | REYN | REYNOLDS CONSUMER PRODS INC | 0.02% | Add +719.9% | 450,590 | $12.32M | $27.34 | |
| 115 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -3.5% | 91,135 | $11.6M | $127.28 | |
| 116 | LBTYK | LIBERTY GLOBAL PLC | 0.01% | Reduce -94.0% | 304,454 | $8.97M | $29.46 | |
| 117 | UNH | UNITEDHEALTH GROUP INC | 0.01% | Reduce -12.8% | 21,063 | $8.23M | $390.73 | |
| 118 | DOV | DOVER CORP | 0.01% | Reduce -32.2% | 50,158 | $7.8M | $155.51 | |
| 119 | LBRDA | LIBERTY BROADBAND CORP | 0.01% | Add +0.5% | 40,728 | $6.86M | $168.36 | |
| 120 | CAT | CATERPILLAR INC | 0.01% | Reduce -65.1% | 29,740 | $5.71M | $191.96 | |
| 121 | PINS | PINTEREST INC | 0.01% | Reduce -4.8% | 96,447 | $4.91M | $50.95 | |
| 122 | AON | AON PLC | 0.01% | Reduce -6.0% | 14,584 | $4.17M | $285.79 | |
| 123 | WEX | WEX INC | 0.00% | Reduce -1.9% | 17,176 | $3.03M | $176.12 | |
| 124 | WAB | WABTEC | 0.00% | Reduce -40.7% | 33,020 | $2.85M | $86.22 | |
| 125 | WTW | WILLIS TOWERS WATSON PLC LTD | 0.00% | Add +211.5% | 10,245 | $2.38M | $232.50 | |
| 126 | KAR | KAR AUCTION SVCS INC | 0.00% | New | 143,785 | $2.36M | No quote | No quote |
| 127 | BAX | BAXTER INTL INC | 0.00% | Add +2.7% | 26,277 | $2.11M | $80.41 | |
| 128 | MGM | MGM RESORTS INTERNATIONAL | 0.00% | - | 42,600 | $1.84M | $43.15 | |
| 129 | INTC | INTEL CORP | 0.00% | Reduce -40.0% | 28,400 | $1.51M | $53.27 | |
| 130 | LMT | LOCKHEED MARTIN CORP | 0.00% | New | 3,670 | $1.27M | $345.23 | |
| 131 | RTLR | RATTLER MIDSTREAM LP | 0.00% | New | 105,588 | $1.24M | No quote | No quote |
| 132 | ST | SENSATA TECHNOLOGIES HLDG PL | 0.00% | Add +49.1% | 18,450 | $1.01M | $54.74 | |
| 133 | JPM | JPMORGAN CHASE & CO | 0.00% | - | 5,337 | $874K | $163.76 | |
| 134 | ITW | ILLINOIS TOOL WKS INC | 0.00% | - | 3,100 | $641K | $206.77 | |
| 135 | MSFT | MICROSOFT CORP | 0.00% | - | 1,750 | $493K | $281.71 | |
| 136 | TRN | TRINITY INDS INC | 0.00% | Reduce -69.7% | 17,200 | $467K | $27.15 | |
| 137 | CHRW | C H ROBINSON WORLDWIDE INC | 0.00% | Reduce -47.0% | 2,800 | $244K | $87.14 | |
| 144 | RL | RALPH LAUREN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 143 | FL | FOOT LOCKER INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | FDX | FEDEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 141 | VLRS | CONTROLADORA VUELA COMP DE A | - | Sold | 0 | $0 | No quote | No quote |
| 140 | KMX | CARMAX INC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | BA | BOEING CO | - | Sold | 0 | $0 | No quote | No quote |
| 138 | A | AGILENT TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |