Asset Manager · CIK 0000813917
Bill Nygren
Harris / Oakmark
Bill Nygren runs Harris / Oakmark, an asset manager overseeing $78.81B in disclosed equity holdings (SEC CIK 0000813917). The latest portfolio (2025Q4) discloses 167 positions across 10 sectors, with the largest positions in GOOGL, COF and CRM. On a mark-to-market basis the tracked portfolio has returned 17.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$78.81B
Positions
167
Quarter
2025Q4
Filings tracked
40
1-YearTWR
+17.70%
since 2024Q4
3-YearTWR
+78.96%
since 2022Q4
5-YearTWR
+92.47%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Bill Nygren (Harris / Oakmark)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Bill's portfolio is 17.7% over the last 12 months · 207.4% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Bill Nygren
+289.8%
SPY
—
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$12.91B
Lifetime buys
$129.24B
Lifetime sells
$124.96B
Portfolio over time
AUMPositions
QoQ AUM
+26.4%
16Q lifetime AUM
+3.8%
QoQ positions
-10
16Q lifetime positions
+26
Position concentration
167 positions