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Focused investors/Bill Nygren

Bill Nygren - Oakmark Funds

As of Q1 2026, this manager 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.

As of Q1 2026, Bill Nygren's Oakmark Funds held 156 long-equity positions with a reported value of $74.88B.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 148 of 171 rows. Rows without a quote are marked unavailable.

1GOOGLALPHABET INC4.34%Add +1.3%16,702,194$2.58B$154.6452w: $147.22 - $207.05; reported $154.64
2SCHWSCHWAB CHARLES CORP3.63%Reduce -0.3%27,612,443$2.16B$78.2852w: $61.01 - $84.50; reported $78.28
3DEDEERE & CO3.32%Reduce -13.3%4,217,219$1.98B$469.3552w: $340.20 - $515.05; reported $469.35
4ICEINTERCONTINENTAL EXCHANGE IN3.31%Reduce -14.8%11,431,282$1.97B$172.5052w: $124.34 - $177.45; reported $172.50
5IQVIQVIA HLDGS INC3.31%Reduce -1.5%11,169,383$1.97B$176.3052w: $169.37 - $253.84; reported $176.30
6AIGAMERICAN INTL GROUP INC3.26%Reduce -3.9%22,323,496$1.94B$86.9452w: $69.00 - $87.51; reported $86.94
7COPCONOCOPHILLIPS3.20%Add +24.9%18,145,794$1.91B$105.0252w: $86.81 - $135.18; reported $105.02
8COFCAPITAL ONE FINL CORP2.97%Reduce -16.9%9,851,349$1.77B$179.3052w: $128.23 - $210.67; reported $179.30
9PSXPHILLIPS 662.87%Add +18.4%13,834,824$1.71B$123.4852w: $108.91 - $174.08; reported $123.48
10CHTRCHARTER COMMUNICATIONS INC N2.56%Reduce -4.5%4,142,059$1.53B$368.5352w: $236.08 - $415.27; reported $368.53
11KDPKEURIG DR PEPPER INC2.50%Add +53.3%43,428,106$1.49B$34.2252w: $30.12 - $38.28; reported $34.22
12GMGENERAL MTRS CO2.34%Reduce -1.9%29,669,259$1.4B$47.0352w: $38.96 - $61.24; reported $47.03
13CNCCENTENE CORP DEL2.15%Reduce -16.8%21,135,939$1.28B$60.7152w: $55.03 - $80.59; reported $60.71
14CBRECBRE GROUP INC2.13%Reduce -10.1%9,685,347$1.27B$130.7852w: $84.24 - $147.75; reported $130.78
15FIFISERV INC2.10%Reduce -37.6%5,650,581$1.25BNo quoteNo quote
16FCNCAFIRST CTZNS BANCSHARES INC N2.08%Add +2.8%667,011$1.24B$1854.1252w: $1518.00 - $2412.93; reported $1854.12
17WTWWILLIS TOWERS WATSON PLC LTD2.02%Add +1.0%3,556,504$1.2B$337.9552w: $245.04 - $344.14; reported $337.95
18ABNBAIRBNB INC2.00%Add +86.0%9,944,948$1.19B$119.4652w: $110.38 - $166.75; reported $119.46
19BACBANK AMERICA CORP1.99%Reduce -5.9%28,364,859$1.18B$41.7352w: $34.15 - $48.08; reported $41.73
20EFXEQUIFAX INC1.87%Add +27.6%4,570,557$1.11B$243.5652w: $213.02 - $309.63; reported $243.56
21CCITIGROUP INC1.85%Reduce -6.7%15,503,339$1.1B$70.9952w: $53.51 - $84.74; reported $70.99
22CNHICNH INDL N V1.73%Reduce -27.6%84,068,624$1.03BNo quoteNo quote
23WBDWARNER BROS DISCOVERY INC1.72%Add +0.1%95,571,064$1.03B$10.7352w: $6.64 - $12.70; reported $10.73
24ELVELEVANCE HEALTH INC1.67%Add +25.2%2,280,159$991.78M$434.9652w: $362.21 - $567.26; reported $434.96
25ALLYALLY FINL INC1.53%Add +7.9%24,915,206$908.66M$36.4752w: $31.95 - $45.46; reported $36.47
26WFCWELLS FARGO CO NEW1.42%Reduce -18.7%11,781,948$845.83M$71.7952w: $50.15 - $81.50; reported $71.79
27CTVACORTEVA INC1.37%Reduce -7.0%12,951,695$815.05M$62.9352w: $50.01 - $66.24; reported $62.93
28EOGEOG RES INC1.32%Reduce -23.8%6,146,493$788.23M$128.2452w: $115.78 - $139.67; reported $128.24
29CMCSACOMCAST CORP NEW1.28%Add +0.6%20,594,519$759.94M$36.9052w: $30.46 - $42.46; reported $36.90
30TELTE CONNECTIVITY PLC1.16%Add +10.4%4,879,440$689.56M$141.3252w: $137.61 - $159.98; reported $141.32
31STTSTATE STR CORP1.16%Add +4.1%7,689,735$688.46M$89.5352w: $70.20 - $103.00; reported $89.53
32KRKROGER CO1.14%Reduce -48.7%10,035,413$679.3M$67.6952w: $49.04 - $68.51; reported $67.69
33MRKMERCK & CO INC1.13%Add +19.6%7,469,360$670.45M$89.7652w: $81.04 - $134.63; reported $89.76
34PAYCPAYCOM SOFTWARE INC1.12%Reduce -13.2%3,040,085$664.2M$218.4852w: $139.50 - $242.74; reported $218.48
35CRBGCOREBRIDGE FINL INC1.11%Add +0.2%20,938,098$661.02M$31.5752w: $23.97 - $35.36; reported $31.57
36NDAQNASDAQ INC1.11%Add +1.2%8,693,469$659.49M$75.8652w: $58.10 - $84.15; reported $75.86
37KVUEKENVUE INC1.08%Reduce -14.7%26,881,719$644.62M$23.9852w: $17.67 - $24.46; reported $23.98
38SYYSYSCO CORP1.08%Add +97.1%8,566,659$642.84M$75.0452w: $69.03 - $82.23; reported $75.04
39BKBANK NEW YORK MELLON CORP1.02%Reduce -23.7%7,265,533$609.36M$83.8752w: $52.64 - $90.34; reported $83.87
40LADLITHIA MTRS INC0.99%Add +2.8%2,004,527$588.41M$293.5452w: $243.00 - $405.68; reported $293.54
41LBRDKLIBERTY BROADBAND CORP0.95%Reduce -0.7%6,636,865$564.47M$85.0552w: $43.50 - $95.04; reported $85.05
42APAAPA CORPORATION0.91%Add +1.9%25,708,527$540.39M$21.0252w: $17.66 - $36.05; reported $21.02
43GPNGLOBAL PMTS INC0.89%Add +1.2%5,417,803$530.51M$97.9252w: $90.99 - $133.63; reported $97.92
44DALDELTA AIR LINES INC DEL0.83%Add +15.0%11,292,182$492.34M$43.6052w: $37.29 - $69.98; reported $43.60
45GEHCGE HEALTHCARE TECHNOLOGIES I0.76%Add +32.6%5,633,942$454.72M$80.7152w: $74.51 - $94.80; reported $80.71
46MASMASCO CORP0.73%Reduce -1.6%6,270,597$436.06M$69.5452w: $63.81 - $86.70; reported $69.54
47AMZNAMAZON COM INC0.71%Reduce -30.9%2,231,415$424.55M$190.2652w: $151.61 - $242.52; reported $190.26
48RGAREINSURANCE GRP OF AMERICA I0.71%Add +6.7%2,140,505$421.47M$196.9052w: $178.84 - $233.81; reported $196.90
49CVSCVS HEALTH CORP0.68%Add +5.0%5,995,818$406.22M$67.7552w: $43.56 - $79.98; reported $67.75
50FBINFORTUNE BRANDS INNOVATIONS I0.68%Add +5.8%6,656,364$405.24M$60.8852w: $59.58 - $90.54; reported $60.88
51CGCARLYLE GROUP INC0.64%Add +175.7%8,787,043$383.03M$43.5952w: $36.65 - $57.50; reported $43.59
52MOHMOLINA HEALTHCARE INC0.58%New1,047,433$345.01M$329.3952w: $262.32 - $409.07; reported $329.39
53BWABORGWARNER INC0.57%Add +0.3%11,778,269$337.45M$28.6552w: $27.65 - $38.23; reported $28.65
54GPCGENUINE PARTS CO0.56%Add +5.6%2,820,605$336.05M$119.1452w: $112.74 - $164.45; reported $119.14
55STZCONSTELLATION BRANDS INC0.53%New1,728,367$317.19M$183.5252w: $160.46 - $274.87; reported $183.52
56MPCMARATHON PETE CORP0.52%New2,136,760$311.3M$145.6952w: $130.54 - $221.11; reported $145.69
57BAXBAXTER INTL INC0.52%Add +6.4%9,003,931$308.2M$34.2352w: $28.34 - $43.99; reported $34.23
58BDXBECTON DICKINSON & CO0.50%Add +44.6%1,291,893$295.92M$229.0652w: $171.97 - $198.11; reported $229.06
59VVISA INC0.49%Reduce -3.7%838,016$293.69M$350.4652w: $252.70 - $366.54; reported $350.46
60RYAAYRYANAIR HOLDINGS PLC0.45%Reduce -11.8%6,376,673$270.18M$42.3752w: $36.97 - $60.32; reported $42.37
61MGAMAGNA INTL INC0.41%Add +1.1%7,124,624$242.17M$33.9952w: $33.28 - $54.36; reported $33.99
62GOOGALPHABET INC0.39%Reduce -3.3%1,490,406$232.85M$156.2352w: $148.20 - $208.70; reported $156.23
63OTEXOPEN TEXT CORP0.38%Add +0.0%8,979,797$226.68MNo quoteNo quote
64BLKBLACKROCK INC0.36%Add +0.7%229,134$216.87M$946.4852w: $745.55 - $1084.22; reported $946.48
65APTVAPTIV PLC0.32%Reduce -17.8%3,154,576$187.7M$59.5052w: $51.47 - $85.56; reported $59.50
66BCBRUNSWICK CORP0.31%Add +23.4%3,472,408$186.99M$53.8552w: $52.12 - $96.51; reported $53.85
67SEESEALED AIR CORP NEW0.31%Add +7.3%6,366,233$183.98M$28.9052w: $28.37 - $41.14; reported $28.90
68MTNVAIL RESORTS INC0.28%Add +12.2%1,035,821$165.75M$160.0252w: $151.99 - $233.57; reported $160.02
69MDLZMONDELEZ INTL INC0.27%New2,349,475$159.41M$67.8552w: $53.95 - $76.06; reported $67.85
70ORCLORACLE CORP0.26%Reduce -25.6%1,103,635$154.3M$139.8152w: $112.78 - $198.31; reported $139.81
71NVSTENVISTA HOLDINGS CORPORATION0.25%Reduce -7.9%8,681,256$149.84M$17.2652w: $15.14 - $23.00; reported $17.26
72WENWENDYS CO0.24%Add +5.4%9,751,310$142.66M$14.6352w: $13.72 - $20.65; reported $14.63
73IPGINTERPUBLIC GROUP COS INC0.24%Reduce -19.6%5,227,679$141.98MNo quoteNo quote
74CECELANESE CORP DEL0.21%Add +1.4%2,253,496$127.93M$56.7752w: $45.94 - $172.10; reported $56.77
75FLUTFLUTTER ENTMT PLC0.21%New573,575$127.08M$221.5552w: $174.03 - $299.73; reported $221.55
76WMGWARNER MUSIC GROUP CORP0.21%Reduce -0.6%4,022,305$126.1M$31.3552w: $27.06 - $36.64; reported $31.35
77HHHHOWARD HUGHES HOLDINGS INC0.20%Reduce -0.5%1,588,307$117.66M$74.0852w: $56.24 - $87.77; reported $74.08
78THOTHOR INDS INC0.19%Reduce -1.4%1,469,778$111.42M$75.8152w: $75.11 - $118.85; reported $75.81
79ABMABM INDS INC0.18%Add +7.6%2,287,761$108.35M$47.3652w: $42.63 - $59.78; reported $47.36
80HCAHCA HEALTHCARE INC0.18%Reduce -4.6%305,031$105.4M$345.5552w: $289.98 - $417.14; reported $345.55
81CRMSALESFORCE INC0.15%Reduce -75.5%325,683$87.4M$268.3652w: $212.00 - $369.00; reported $268.36
82KAROPENLANE INC0.12%Reduce -0.0%3,853,710$74.3MNo quoteNo quote
83MAMASTERCARD INCORPORATED0.12%Reduce -1.7%129,350$70.9M$548.1252w: $428.86 - $582.23; reported $548.12
84AXPAMERICAN EXPRESS CO0.12%Reduce -9.3%262,756$70.69M$269.0552w: $214.51 - $326.27; reported $269.05
85KKRKKR & CO INC0.10%Reduce -28.8%509,361$58.89M$115.6152w: $91.92 - $170.40; reported $115.61
86LPLALPL FINL HLDGS INC0.07%Reduce -30.7%135,474$44.32M$327.1452w: $187.19 - $384.04; reported $327.14
87GSGOLDMAN SACHS GROUP INC0.07%Reduce -31.7%78,483$42.87M$546.2952w: $387.12 - $672.19; reported $546.29
88ACVAACV AUCTIONS INC0.07%Add +31.9%2,990,793$42.14MNo quoteNo quote
89HLTHILTON WORLDWIDE HLDGS INC0.06%Reduce -39.9%168,353$38.31M$227.5552w: $193.86 - $275.22; reported $227.55
90ALSNALLISON TRANSMISSION HLDGS I0.06%Reduce -2.1%381,447$36.49M$95.6752w: $71.49 - $122.53; reported $95.67
91CWKCUSHMAN WAKEFIELD PLC0.05%Add +2.3%3,073,102$31.41M$10.2252w: $9.24 - $16.11; reported $10.22
92ALVAUTOLIV INC0.05%Reduce -1.4%346,620$30.66M$88.4552w: $87.55 - $129.38; reported $88.45
93AAPLAPPLE INC0.05%Reduce -0.8%128,542$28.55M$222.1352w: $164.08 - $260.10; reported $222.13
94GRFSGRIFOLS S A0.04%Reduce -7.7%3,439,000$24.45M$7.1152w: $5.79 - $9.96; reported $7.11
95LEALEAR CORP0.04%Reduce -4.6%263,295$23.23M$88.2252w: $85.29 - $145.35; reported $88.22
96CCKCROWN HLDGS INC0.03%Add +2.3%195,989$17.49M$89.2652w: $70.84 - $98.46; reported $89.26
97TFCTRUIST FINL CORP0.03%Reduce -0.7%412,310$16.97M$41.1552w: $35.09 - $49.06; reported $41.15
98BRK-BBERKSHIRE HATHAWAY INC DEL0.03%Reduce -12.0%28,682$15.28M$532.5852w: $395.66 - $537.63; reported $532.58
99BABAALIBABA GROUP HLDG LTD0.02%Reduce -41.9%109,886$14.53M$132.2352w: $68.36 - $148.43; reported $132.23
100TRGPTARGA RES CORP0.02%New72,100$14.45M$200.4752w: $110.09 - $218.51; reported $200.47
101SPNSSAPIENS INTL CORP N V0.02%Add +32.4%495,880$13.43MNo quoteNo quote
102CIGICOLLIERS INTL GROUP INC0.02%Reduce -9.0%84,300$10.2M$121.0452w: $101.01 - $156.96; reported $121.04
103TXNTEXAS INSTRS INC0.01%Reduce -2.7%47,942$8.62M$179.7052w: $159.11 - $220.39; reported $179.70
104MANMANPOWERGROUP INC WIS0.01%Reduce -2.0%99,116$5.74M$57.8852w: $53.31 - $78.87; reported $57.88
105WDAYWORKDAY INC0.01%Reduce -5.2%24,168$5.64M$233.5352w: $199.81 - $294.00; reported $233.53
106CRICARTERS INC0.01%Reduce -68.7%122,138$5M$40.9052w: $38.84 - $86.24; reported $40.90
107CSLCARLISLE COS INC0.01%Reduce -36.4%10,218$3.48M$340.5052w: $321.93 - $481.26; reported $340.50
108DHRDANAHER CORPORATION0.01%Reduce -11.6%15,616$3.2M$205.0052w: $196.80 - $281.70; reported $205.00
109NFLXNETFLIX INC0.01%Reduce -12.8%3,311$3.09M$932.5352w: $54.20 - $106.45; reported $932.53
110VSTSVESTIS CORPORATION0.00%Add +149.3%295,235$2.92MNo quoteNo quote
111SEGSEAPORT ENTMT GROUP INC0.00%Reduce -36.5%125,230$2.69M$21.4752w: $19.54 - $36.50; reported $21.47
112MCDMCDONALDS CORP0.00%Add +729.2%7,960$2.49M$312.3752w: $243.53 - $326.32; reported $312.37
113DOVDOVER CORP0.00%Reduce -6.0%12,920$2.27M$175.6852w: $168.20 - $222.31; reported $175.68
114WMTWALMART INC0.00%New19,422$1.71M$87.7952w: $58.56 - $105.30; reported $87.79
115SPYSPDR S&P 500 ETF TR0.00%Reduce -95.1%2,846$1.59M$559.3952w: $493.86 - $613.23; reported $559.39
116LBRDALIBERTY BROADBAND CORP0.00%Reduce -3.7%18,130$1.54M$85.0052w: $44.21 - $94.13; reported $85.00
117MCOMOODYS CORP0.00%Reduce -60.5%3,290$1.53M$465.6952w: $360.05 - $531.93; reported $465.69
118METAMETA PLATFORMS INC0.00%Reduce -91.5%2,647$1.53M$576.3652w: $414.50 - $740.91; reported $576.36
119MSFTMICROSOFT CORP0.00%Add +1.6%3,797$1.43M$375.3952w: $367.24 - $468.35; reported $375.39
120DEODIAGEO PLC0.00%Add +5.8%11,566$1.21M$104.7952w: $103.70 - $149.24; reported $104.79
121JPMJPMORGAN CHASE & CO.0.00%Add +1.0%4,888$1.2M$245.3052w: $179.20 - $280.25; reported $245.30
122ETSYETSY INC0.00%Reduce -98.6%24,571$1.16M$47.1852w: $43.43 - $71.72; reported $47.18
123VTVVANGUARD INDEX FDS0.00%Reduce -58.6%6,100$1.05M$172.7452w: $154.12 - $182.38; reported $172.74
124JCIJOHNSON CTLS INTL PLC0.00%Reduce -74.8%12,350$989.36K$80.1152w: $59.83 - $91.14; reported $80.11
125HRIHERC HLDGS INC0.00%Reduce -2.9%7,250$973.46K$134.2752w: $119.60 - $246.88; reported $134.27
126LWLAMB WESTON HLDGS INC0.00%Reduce -80.7%18,143$967.02K$53.3052w: $47.90 - $105.55; reported $53.30
127PMPHILIP MORRIS INTL INC0.00%Reduce -0.2%4,700$746.03K$158.7352w: $87.82 - $159.51; reported $158.73
128BMYBRISTOL-MYERS SQUIBB CO0.00%New12,000$731.88K$60.9952w: $39.35 - $63.33; reported $60.99
129EBAYEBAY INC.0.00%Reduce -0.6%10,500$711.17K$67.7352w: $48.52 - $71.61; reported $67.73
130XOMEXXON MOBIL CORP0.00%New5,917$703.71K$118.9352w: $103.67 - $126.34; reported $118.93
131INTCINTEL CORP0.00%New29,134$661.63K$22.7152w: $18.51 - $45.41; reported $22.71
132MBCMASTERBRAND INC0.00%-50,362$657.73K$13.0652w: $12.68 - $20.67; reported $13.06
133CFGCITIZENS FINL GROUP INC0.00%-16,022$656.42K$40.9752w: $32.06 - $49.25; reported $40.97
134HONHONEYWELL INTL INC0.00%New3,010$637.37K$211.7552w: $178.84 - $228.81; reported $211.75
135CATCATERPILLAR INC0.00%Reduce -2.1%1,880$620.02K$329.8052w: $307.05 - $418.50; reported $329.80
136DISDISNEY WALT CO0.00%Reduce -95.9%5,017$495.18K$98.7052w: $83.91 - $123.69; reported $98.70
137NVDANVIDIA CORPORATION0.00%Add +2.4%4,340$470.37K$108.3852w: $75.61 - $153.13; reported $108.38
138TRNTRINITY INDS INC0.00%New16,100$451.77K$28.0652w: $25.89 - $39.83; reported $28.06
139ADPAUTOMATIC DATA PROCESSING IN0.00%-1,355$413.99K$305.5352w: $231.27 - $322.84; reported $305.53
140ULUNILEVER PLC0.00%New5,500$327.53K$59.5552w: $52.32 - $74.18; reported $59.55
141THCTENET HEALTHCARE CORP0.00%Reduce -29.4%2,400$322.8K$134.5052w: $90.03 - $171.20; reported $134.50
142CVXCHEVRON CORP NEW0.00%Reduce -15.2%1,855$310.32K$167.2952w: $135.37 - $168.96; reported $167.29
143BKNGBOOKING HOLDINGS INC0.00%Reduce -60.1%61$281.02K$4606.9252w: $127.20 - $213.49; reported $4606.92
144FMSFRESENIUS MEDICAL CARE AG0.00%New10,695$266.31K$24.9052w: $17.93 - $25.25; reported $24.90
145SPGIS&P GLOBAL INC0.00%Reduce -53.3%500$254.05K$508.1052w: $407.69 - $545.39; reported $508.10
146PUKPRUDENTIAL PLC0.00%New11,555$248.43K$21.5052w: $14.39 - $22.01; reported $21.50
147ACWIISHARES TR0.00%Reduce -17.7%1,892$220.21K$116.3952w: $104.29 - $124.15; reported $116.39
148LYGLLOYDS BANKING GROUP PLC0.00%Reduce -12.2%45,390$173.39K$3.8252w: $2.42 - $3.91; reported $3.82
149IWMISHARES TR0.00%New533$106.33K$199.4952w: $191.34 - $244.98; reported $199.49
150VOOVANGUARD INDEX FDS0.00%New156$80.17K$513.9152w: $453.90 - $563.92; reported $513.91
151EFAISHARES TR0.00%Reduce -9.3%882$72.09K$81.7352w: $73.91 - $85.19; reported $81.73
152INDAISHARES TR0.00%-600$30.89K$51.4852w: $47.60 - $59.49; reported $51.48
153EUFNISHARES TR0.00%-600$17.09K$28.4952w: $21.04 - $29.55; reported $28.49
154IGFISHARES TR0.00%-312$17.06KNo quoteNo quote
155VTIVANGUARD INDEX FDS0.00%-50$13.74K$274.8452w: $244.57 - $303.39; reported $274.84
156ACWXISHARES TR0.00%-94$5.21K$55.4552w: $49.84 - $57.96; reported $55.45
157EEMISHARES TR0.00%-51$2.23K$43.7152w: $39.39 - $47.44; reported $43.71
158ITAISHARES TR0.00%New14$2.14KNo quoteNo quote
170UNHUNITEDHEALTH GROUP INC-Sold0$0No quoteNo quote
169SNRESUNRISE COMMUNICATIONS AG-Sold0$0No quoteNo quote
168SWSMURFIT WESTROCK PLC-Sold0$0No quoteNo quote
167PHPARKER-HANNIFIN CORP-Sold0$0No quoteNo quote
166LBTYALIBERTY GLOBAL LTD-Sold0$0No quoteNo quote
165IJRISHARES TR-Sold0$0No quoteNo quote
164IWDISHARES TR-Sold0$0No quoteNo quote
163HDHOME DEPOT INC-Sold0$0No quoteNo quote
162GDGENERAL DYNAMICS CORP-Sold0$0No quoteNo quote
161FLSFLOWSERVE CORP-Sold0$0No quoteNo quote
160BECNBEACON ROOFING SUPPLY INC-Sold0$0No quoteNo quote
159MOALTRIA GROUP INC-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-ENVISTA HOLDINGS CORPORATIONNOTE 1.750% 8/1OTHER0$0