Bill Nygren - Oakmark Funds
As of Q1 2026, Bill Nygren reported 156 long-equity positions worth $74.88B in aggregate.
It also disclosed $152.55M 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
- -1.60%
- 1-year
- +8.87%
- 3-year
- +53.37%
- 3-year top 5
- +113.63%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 122 of 145 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 7.63% | Add +1.9% | 1,756,204 | $3.83B | $2179.26 | |
| 2 | FI | FISERV INC | 4.11% | Reduce -3.8% | 23,169,883 | $2.06B | No quote | No quote |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | 3.89% | Add +0.8% | 4,165,307 | $1.95B | $468.53 | |
| 4 | BAC | BK OF AMERICA CORP | 3.07% | Add +12.0% | 49,438,173 | $1.54B | $31.13 | |
| 5 | AMZN | AMAZON COM INC | 2.84% | Add +97.0%20:1 split | 13,408,633 | $1.42B | $106.21 | |
| 6 | GM | GENERAL MTRS CO | 2.76% | Add +6.3% | 43,615,406 | $1.39B | $31.76 | |
| 7 | AIG | AMERICAN INTL GROUP INC | 2.65% | Reduce -6.5% | 26,027,259 | $1.33B | $51.13 | |
| 8 | HCA | HCA HEALTHCARE INC | 2.59% | Add +1.3% | 7,745,529 | $1.3B | $168.06 | |
| 9 | C | CITIGROUP INC | 2.38% | Reduce -3.2% | 26,016,567 | $1.2B | $45.99 | |
| 10 | CNHI | CNH INDL N V | 2.22% | Add +4.6% | 96,534,929 | $1.11B | No quote | No quote |
| 11 | BKNG | BOOKING HOLDINGS INC | 2.15% | Reduce -7.4% | 616,383 | $1.08B | $1748.99 | |
| 12 | TEL | TE CONNECTIVITY LTD | 1.81% | Reduce -1.7% | 8,047,140 | $910.53M | $113.15 | |
| 13 | ALLY | ALLY FINL INC | 1.79% | Add +0.3% | 26,751,182 | $896.43M | $33.51 | |
| 14 | META | META PLATFORMS INC | 1.72% | Add +35.8% | 5,349,549 | $862.62M | $161.25 | |
| 15 | KDP | KEURIG DR PEPPER INC | 1.71% | Reduce -45.6% | 24,192,294 | $856.17M | $35.39 | |
| 16 | CBRE | CBRE GROUP INC | 1.68% | Add +16.1% | 11,477,868 | $844.89M | $73.61 | |
| 17 | EOG | EOG RES INC | 1.67% | Reduce -11.9% | 7,591,122 | $838.36M | $110.44 | |
| 18 | CRM | SALESFORCE INC | 1.65% | Add +150.6% | 5,023,137 | $829.02M | $165.04 | |
| 19 | LBTYA | LIBERTY GLOBAL PLC | 1.65% | Reduce -6.8% | 39,333,248 | $827.97M | $21.05 | |
| 20 | SCHW | SCHWAB CHARLES CORP | 1.60% | Add +5.8% | 12,735,326 | $804.62M | $63.18 | |
| 21 | WTW | WILLIS TOWERS WATSON PLC LTD | 1.51% | Add +7.3% | 3,840,436 | $758.06M | $197.39 | |
| 22 | ORCL | ORACLE CORP | 1.41% | Add +48.7% | 10,107,225 | $706.19M | $69.87 | |
| 23 | NFLX | NETFLIX INC | 1.39% | Add +43.0% | 3,988,753 | $697.51M | $174.87 | |
| 24 | CMCSA | COMCAST CORP NEW | 1.26% | Add +4.2% | 16,161,760 | $634.19M | $39.24 | |
| 25 | RYAAY | RYANAIR HOLDINGS PLC | 1.20% | Add +15.9% | 8,941,805 | $601.34M | $67.25 | |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.18% | Reduce -3.7% | 2,171,880 | $592.97M | No quote | No quote |
| 27 | APA | APA CORPORATION | 1.16% | Reduce -14.5% | 16,672,747 | $581.88M | $34.90 | |
| 28 | KKR | KKR & CO INC | 1.16% | Add +99.5% | 12,544,394 | $580.68M | $46.29 | |
| 29 | WFC | WELLS FARGO CO NEW | 1.13% | Add +4.0% | 14,524,948 | $568.94M | $39.17 | |
| 30 | PH | PARKER-HANNIFIN CORP | 1.11% | Add +1625.8% | 2,273,254 | $559.33M | $246.05 | |
| 31 | BLK | BLACKROCK INC | 1.10% | Add +77.2% | 902,958 | $549.94M | $609.04 | |
| 32 | PINS | PINTEREST INC | 1.08% | Add +60.3% | 29,752,136 | $540.3M | $18.16 | |
| 33 | COF | CAPITAL ONE FINL CORP | 1.07% | Reduce -7.1% | 5,141,394 | $535.68M | $104.19 | |
| 34 | HLT | HILTON WORLDWIDE HLDGS INC | 0.98% | Reduce -16.5% | 4,394,480 | $489.72M | $111.44 | |
| 35 | TV | GRUPO TELEVISA S A B | 0.97% | Reduce -1.9% | 59,600,086 | $487.53M | No quote | No quote |
| 36 | V | VISA INC | 0.93% | Reduce -21.0% | 2,368,798 | $466.39M | $196.89 | |
| 37 | HUM | HUMANA INC | 0.89% | Reduce -68.8% | 957,423 | $448.14M | $468.07 | |
| 38 | RGA | REINSURANCE GRP OF AMERICA I | 0.86% | Reduce -22.1% | 3,700,109 | $433.99M | $117.29 | |
| 39 | OTEX | OPEN TEXT CORP | 0.82% | Add +7.8% | 10,896,921 | $412.16M | No quote | No quote |
| 40 | IPG | INTERPUBLIC GROUP COS INC | 0.80% | Add +10.1% | 14,510,989 | $399.49M | No quote | No quote |
| 41 | MA | MASTERCARD INCORPORATED | 0.79% | Reduce -0.9% | 1,249,385 | $394.16M | $315.48 | |
| 42 | COP | CONOCOPHILLIPS | 0.78% | Reduce -15.2% | 4,359,192 | $391.5M | $89.81 | |
| 43 | BWA | BORGWARNER INC | 0.77% | Add +15.7% | 11,648,608 | $388.71M | $33.37 | |
| 44 | STT | STATE STR CORP | 0.77% | Add +37.4% | 6,296,661 | $388.19M | $61.65 | |
| 45 | LEA | LEAR CORP | 0.77% | Reduce -6.3% | 3,062,574 | $385.55M | $125.89 | |
| 46 | GS | GOLDMAN SACHS GROUP INC | 0.76% | Reduce -4.5% | 1,291,888 | $383.72M | $297.02 | |
| 47 | GPN | GLOBAL PMTS INC | 0.76% | Add +30.5% | 3,425,463 | $378.99M | $110.64 | |
| 48 | LBRDK | LIBERTY BROADBAND CORP | 0.75% | Add +71.5% | 3,253,361 | $376.22M | $115.64 | |
| 49 | PHG | KONINKLIJKE PHILIPS N V | 0.73% | Add +168.1% | 16,990,012 | $365.97M | $21.54 | |
| 50 | VIPS | VIPSHOP HOLDINGS LIMITED | 0.71% | Reduce -9.8% | 35,848,341 | $354.54M | $9.89 | |
| 51 | REGN | REGENERON PHARMACEUTICALS | 0.69% | Reduce -46.7% | 582,626 | $344.41M | $591.13 | |
| 52 | GE | GENERAL ELECTRIC CO | 0.63% | Add +20.0% | 4,945,720 | $314.9M | $63.67 | |
| 53 | THC | TENET HEALTHCARE CORP | 0.61% | Reduce -1.0% | 5,850,349 | $307.49M | $52.56 | |
| 54 | NOV | NOV INC | 0.60% | Reduce -3.5% | 17,882,097 | $302.39M | $16.91 | |
| 55 | HWM | HOWMET AEROSPACE INC | 0.59% | Reduce -9.6% | 9,369,513 | $294.67M | No quote | No quote |
| 56 | IT | GARTNER INC | 0.57% | Reduce -10.3% | 1,172,847 | $283.63M | $241.83 | |
| 57 | EFX | EQUIFAX INC | 0.54% | Add +48.8% | 1,494,792 | $273.22M | $182.78 | |
| 58 | WDAY | WORKDAY INC | 0.54% | Add +13.3% | 1,933,364 | $269.86M | $139.58 | |
| 59 | MO | ALTRIA GROUP INC | 0.52% | Reduce -18.6% | 6,188,078 | $258.48M | $41.77 | |
| 60 | GOOG | ALPHABET INC | 0.51% | Reduce -2.8% | 117,597 | $257.24M | $2187.45 | |
| 61 | BK | BANK NEW YORK MELLON CORP | 0.51% | Add +32.2% | 6,145,917 | $256.35M | $41.71 | |
| 62 | QSR | RESTAURANT BRANDS INTL INC | 0.50% | Reduce -7.6% | 4,980,033 | $249.75M | $50.15 | |
| 63 | LAD | LITHIA MTRS INC | 0.50% | Add +16.4% | 906,196 | $249.03M | $274.81 | |
| 64 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.49% | Add +0.6% | 2,628,139 | $247.15M | $94.04 | |
| 65 | AXP | AMERICAN EXPRESS CO | 0.48% | Reduce -16.3% | 1,730,816 | $239.93M | $138.62 | |
| 66 | THO | THOR INDS INC | 0.48% | Reduce -1.9% | 3,196,326 | $238.86M | $74.73 | |
| 67 | MCO | MOODYS CORP | 0.46% | Add +43.5% | 855,430 | $232.65M | $271.97 | |
| 68 | TMUS | T-MOBILE US INC | 0.46% | Reduce -37.6% | 1,721,884 | $231.66M | $134.54 | |
| 69 | LIVN | LIVANOVA PLC | 0.46% | Reduce -4.4% | 3,701,777 | $231.25M | $62.47 | |
| 70 | FCNCA | FIRST CTZNS BANCSHARES INC N | 0.45% | Add +14.8% | 344,765 | $225.4M | $653.78 | |
| 71 | CSL | CARLISLE COS INC | 0.44% | Reduce -3.6% | 930,208 | $221.96M | $238.61 | |
| 72 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.44% | Add +0.6% | 1,786,419 | $218.89M | $122.53 | |
| 73 | MAS | MASCO CORP | 0.41% | New | 4,030,385 | $203.94M | $50.60 | |
| 74 | EBAY | EBAY INC. | 0.41% | Add +0.4% | 4,890,188 | $203.77M | $41.67 | |
| 75 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.40% | Add +0.5% | 5,174,843 | $198.97M | $38.45 | |
| 76 | FLS | FLOWSERVE CORP | 0.39% | Add +0.2% | 6,905,987 | $197.72M | $28.63 | |
| 77 | PHM | PULTE GROUP INC | 0.38% | Add +10.1% | 4,835,529 | $191.63M | $39.63 | |
| 78 | DIS | DISNEY WALT CO | 0.36% | Add +460.1% | 1,932,350 | $182.42M | $94.40 | |
| 79 | FANG | DIAMONDBACK ENERGY INC | 0.36% | Reduce -38.1% | 1,495,838 | $181.22M | $121.15 | |
| 80 | PCAR | PACCAR INC | 0.34% | Add +0.6% | 2,102,159 | $173.09M | $82.34 | |
| 81 | HHC | HOWARD HUGHES CORP | 0.29% | Add +6.2% | 2,124,859 | $144.6M | No quote | No quote |
| 82 | ARNC | ARCONIC CORPORATION | 0.28% | Reduce -2.3% | 4,950,899 | $138.87M | No quote | No quote |
| 83 | CWK | CUSHMAN WAKEFIELD PLC | 0.26% | Add +31.3% | 8,625,822 | $131.46M | $15.24 | |
| 84 | CMI | CUMMINS INC | 0.25% | Reduce -15.6% | 655,030 | $126.77M | $193.53 | |
| 85 | WEN | WENDYS CO | 0.25% | Add +11.7% | 6,554,710 | $123.75M | $18.88 | |
| 86 | PM | PHILIP MORRIS INTL INC | 0.25% | Reduce -48.6% | 1,251,859 | $123.61M | $98.74 | |
| 87 | PDCE | PDC ENERGY INC | 0.24% | Reduce -8.4% | 1,988,453 | $122.51M | No quote | No quote |
| 88 | CRI | CARTERS INC | 0.24% | Add +61.0% | 1,716,106 | $120.95M | $70.48 | |
| 89 | CVS | CVS HEALTH CORP | 0.22% | Reduce -71.4% | 1,191,483 | $110.4M | $92.66 | |
| 90 | MAN | MANPOWERGROUP INC WIS | 0.19% | Reduce -7.9% | 1,259,283 | $96.22M | $76.41 | |
| 91 | SEE | SEALED AIR CORP NEW | 0.19% | Reduce -1.7% | 1,626,352 | $93.87M | $57.72 | |
| 92 | LW | LAMB WESTON HLDGS INC | 0.17% | Add +6.3% | 1,201,052 | $85.83M | $71.46 | |
| 93 | CHX | CHAMPIONX CORPORATION | 0.17% | Reduce -0.1% | 4,215,142 | $83.67M | No quote | No quote |
| 94 | POST | POST HLDGS INC | 0.14% | Reduce -9.4% | 841,423 | $69.29M | $82.35 | |
| 95 | WMG | WARNER MUSIC GROUP CORP | 0.11% | Add +43.4% | 2,166,956 | $52.79M | $24.36 | |
| 96 | JCI | JOHNSON CTLS INTL PLC | 0.10% | Add +1.6% | 1,038,028 | $49.7M | $47.88 | |
| 97 | KAR | KAR AUCTION SVCS INC | 0.09% | Add +47.9% | 2,910,458 | $42.99M | No quote | No quote |
| 98 | HII | HUNTINGTON INGALLS INDS INC | 0.08% | Add +3.5% | 193,372 | $42.12M | $217.82 | |
| 99 | ALV | AUTOLIV INC | 0.07% | Add +24.7% | 524,020 | $37.5M | $71.57 | |
| 100 | DLTR | DOLLAR TREE INC | 0.07% | Reduce -37.2% | 238,011 | $37.09M | $155.85 | |
| 101 | STZ | CONSTELLATION BRANDS INC | 0.07% | Reduce -95.6% | 148,852 | $34.69M | $233.06 | |
| 102 | CDK | CDK GLOBAL INC | 0.06% | Reduce -91.3% | 577,837 | $31.65M | No quote | No quote |
| 103 | ARMK | ARAMARK | 0.05% | Add +3.3% | 807,109 | $24.72M | $30.63 | |
| 104 | REYN | REYNOLDS CONSUMER PRODS INC | 0.05% | Add +12.0% | 906,384 | $24.72M | $27.27 | |
| 105 | AAPL | APPLE INC | 0.05% | Reduce -1.0% | 167,792 | $22.94M | $136.72 | |
| 106 | SPY | SPDR S&P 500 ETF TR | 0.04% | New | 53,472 | $20.17M | $377.24 | |
| 107 | GLPI | GAMING & LEISURE PPTYS INC | 0.04% | Reduce -3.7% | 437,686 | $20.07M | $45.86 | |
| 108 | ABM | ABM INDS INC | 0.03% | New | 400,300 | $17.38M | $43.42 | |
| 109 | TXN | TEXAS INSTRS INC | 0.03% | Reduce -4.3% | 102,781 | $15.79M | $153.65 | |
| 110 | GD | GENERAL DYNAMICS CORP | 0.03% | Reduce -96.8% | 62,464 | $13.82M | $221.25 | |
| 111 | GRFS | GRIFOLS S A | 0.03% | Add +25.1% | 1,128,100 | $13.4M | $11.88 | |
| 112 | NVST | ENVISTA HOLDINGS CORPORATION | 0.03% | Reduce -71.3% | 332,400 | $12.81M | $38.54 | |
| 113 | ADP | AUTOMATIC DATA PROCESSING IN | 0.02% | Reduce -13.9% | 59,365 | $12.47M | $210.04 | |
| 114 | ACVA | ACV AUCTIONS INC | 0.02% | Reduce -24.4% | 1,385,848 | $9.06M | No quote | No quote |
| 115 | EEFT | EURONET WORLDWIDE INC | 0.02% | Reduce -14.9% | 85,456 | $8.6M | $100.59 | |
| 116 | QRVO | QORVO INC | 0.02% | Reduce -4.8% | 87,372 | $8.24M | $94.32 | |
| 117 | NDAQ | NASDAQ INC | 0.02% | Reduce -11.3% | 51,465 | $7.85M | $152.53 | |
| 118 | GIL | GILDAN ACTIVEWEAR INC | 0.01% | Add +10.4% | 224,200 | $6.45M | $28.78 | |
| 119 | ETSY | ETSY INC | 0.01% | New | 74,782 | $5.48M | $73.21 | |
| 120 | DEO | DIAGEO PLC | 0.01% | Reduce -29.9% | 27,768 | $4.84M | $174.12 | |
| 121 | DOV | DOVER CORP | 0.01% | Reduce -4.0% | 36,393 | $4.42M | $121.31 | |
| 122 | UNH | UNITEDHEALTH GROUP INC | 0.01% | Reduce -27.7% | 6,879 | $3.53M | $513.59 | |
| 123 | HRI | HERC HLDGS INC | 0.01% | Reduce -11.7% | 39,171 | $3.53M | $90.14 | |
| 124 | LBRDA | LIBERTY BROADBAND CORP | 0.00% | Reduce -56.9% | 21,768 | $2.47M | $113.56 | |
| 125 | HAL | HALLIBURTON CO | 0.00% | Reduce -98.2% | 75,575 | $2.37M | $31.36 | |
| 126 | SPGI | S&P GLOBAL INC | 0.00% | Reduce -3.6% | 6,725 | $2.27M | $337.10 | |
| 127 | TKR | TIMKEN CO | 0.00% | Add +19.4% | 33,480 | $1.78M | $53.05 | |
| 128 | GOCO | GOHEALTH INC | 0.00% | Reduce -64.1% | 2,233,687 | $1.34M | No quote | No quote |
| 129 | CAT | CATERPILLAR INC | 0.00% | Reduce -28.1% | 6,775 | $1.21M | $178.75 | |
| 130 | AON | AON PLC | 0.00% | Reduce -5.4% | 4,240 | $1.14M | $269.58 | |
| 131 | RTLR | RATTLER MIDSTREAM LP | 0.00% | Reduce -4.1% | 69,588 | $950K | No quote | No quote |
| 132 | INTC | INTEL CORP | 0.00% | - | 25,000 | $935K | $37.40 | |
| 133 | JPM | JPMORGAN CHASE & CO | 0.00% | Reduce -3.0% | 5,175 | $583K | $112.66 | |
| 134 | BAX | BAXTER INTL INC | 0.00% | Reduce -12.5% | 9,052 | $581K | $64.18 | |
| 135 | MSFT | MICROSOFT CORP | 0.00% | Add +3.8% | 1,816 | $466K | $256.61 | |
| 136 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -29.2% | 2,196 | $400K | $182.15 | |
| 137 | TRN | TRINITY INDS INC | 0.00% | - | 16,100 | $390K | $24.22 | |
| 138 | MGM | MGM RESORTS INTERNATIONAL | 0.00% | Reduce -17.7% | 7,375 | $214K | $29.02 | |
| 144 | ZBH | ZIMMER BIOMET HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 143 | QRTEA | QURATE RETAIL INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | LMT | LOCKHEED MARTIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 141 | DXC | DXC TECHNOLOGY CO | - | Sold | 0 | $0 | No quote | No quote |
| 140 | CVX | CHEVRON CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 139 | BRBR | BELLRING BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | PELOTON INTERACTIVE INCNOTE2/1 | OTHER | 20,100,000,000 | $12.66B |