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
Biggest winner since filing
GOOGLALPHABET INC
+108.1%
+$1.58B
Biggest loser since filing
CRMSALESFORCE COM INC
-28.1%
−$697.4M
Investment strategy
Bill Nygren is a large fund. Disclosed equity book is between $10B and $100B.
Embed this chart
Paste this iframe anywhere to embed the live GOOGL chart.
<iframe src="https://openstocks.me/embed/stocks/GOOGL" width="100%" height="480" frameborder="0" loading="lazy" title="GOOGL chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
10 sectors167 positions
Top 3 = 10% of book · GOOGL, COF, CRM
View full portfolio →
Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
View performance →
Options & derivatives
Bullish bets1 option position
Largest: CALL FISV ($309.0M notional)
View options →
Activity & trades
Quarter-by-quarterLast move 2025Q4
ADD GPC — and 4 more recent moves.
View activity →
Recent transactions
See full activity →TRIM
BK OF AMERICA CORP
−7,301,220
~$55.00 · 2025Q4
2026-02-17
TRIM
ENVISTA HOLDINGS CORPORATION
−2,204,110
~$21.71 · 2025Q4
2026-02-17
TRIM
FOMENTO ECONOMICO MEXICANO S
−1,383
~$101.07 · 2025Q4
2026-02-17
Explore related topics
- Browse all super investorsFull ranked index of every 13F filer we track — Buffett, Burry, Ackman and 100+ more.
- Biggest buys this quarterWhere institutional capital is being deployed most aggressively across the latest 13F season.
- Most popular hedge-fund stocksThe tickers that show up in the largest number of super-investor portfolios right now.
- Latest insider tradingOpen-market Form 4 filings — the corporate-officer view that complements the 13F view.
- Congress stock tradesReal-time PTR disclosures from U.S. lawmakers under the STOCK Act.
- Smart-money signalsTickers where 13F, Form 4 and Congress flows line up in the same direction.