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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Bill Nygren (Harris / Oakmark)
  • Overview
  • Portfolio167
  • Performance40Q
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Bill Nygren

Harris / Oakmark
Share
  • Asset Manager · CIK 0000813917
  • Large Fund

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 203.6% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$78.81B
Positions
167
Quarter
2025Q4
Filings tracked
40
Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2024Q4
1 / 3
75 of 153
1
N
NVST 1.75 08/15/28ENVISTA HOLDINGS CORP
20.60%
of portfolio
Number of shares
17,500,000,000 sh
Holdings current value
$15.65B
Avg closing price
$0.90
Last action
Exited
2025Q1
Current —
2
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.11%
of portfolio
Number of shares
16,490,303 sh
Holdings current value
$3.12B
Avg closing price
$164.18
+106.4%
Last action
Trimmed 13.1%
2025Q4
Current $338.89
3
I
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
2.93%
of portfolio
Number of shares
11,335,677 sh
Holdings current value
$2.23B
Avg closing price
$196.07
-18.1%
Last action
Trimmed 0.6%
2025Q4
Current $160.68
4
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
2.78%
of portfolio
Number of shares
11,860,704 sh
Holdings current value
$2.12B
Avg closing price
$118.13
+66.5%
Last action
Added 17.9%
2025Q4
Current $196.63
5
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
2.71%
of portfolio
Number of shares
4,863,517 sh
Holdings current value
$2.06B
Avg closing price
$422.31
+40.2%
Last action
Added 25.2%
2025Q4
Current $591.95
6
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
2.70%
of portfolio
Number of shares
27,689,365 sh
Holdings current value
$2.05B
Avg closing price
$57.74
+54.0%
Last action
Added 3.0%
2025Q4
Current $88.92
7
I
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
2.63%
of portfolio
Number of shares
13,408,507 sh
Holdings current value
$2.00B
Avg closing price
$126.81
+24.2%
Last action
Added 67.2%
2025Q4
Current $157.48
8
F
FISVFISERV INC
2.45%
of portfolio
Number of shares
9,053,132 sh
Holdings current value
$1.86B
Avg closing price
$88.00
-30.1%
Last action
Added 3348.8%
2025Q4
Current $61.55
9
A
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
2.22%
of portfolio
Number of shares
23,219,983 sh
Holdings current value
$1.69B
Avg closing price
$61.59
+23.9%
Last action
Added 23.1%
2025Q4
Current $76.33
10
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
2.12%
of portfolio
Number of shares
30,233,166 sh
Holdings current value
$1.61B
Avg closing price
$33.41
+135.0%
Last action
Trimmed 10.8%
2025Q4
Current $78.52
11
C
CNCCENTENE CORP DEL
Healthcare·Healthcare Plans
2.02%
of portfolio
Number of shares
25,400,126 sh
Holdings current value
$1.54B
Avg closing price
$71.53
-42.6%
Last action
Trimmed 0.3%
2025Q4
Current $41.09
12
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
1.96%
of portfolio
Number of shares
4,335,792 sh
Holdings current value
$1.49B
Avg closing price
$340.05
-28.9%
Last action
Added 24.4%
2025Q4
Current $241.78
13
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
1.90%
of portfolio
Number of shares
14,526,914 sh
Holdings current value
$1.44B
Avg closing price
$97.57
+27.5%
Last action
Added 54.7%
2025Q4
Current $124.37
14
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
1.86%
of portfolio
Number of shares
10,777,586 sh
Holdings current value
$1.41B
Avg closing price
$53.32
+180.0%
Last action
Added 0.4%
2025Q4
Current $149.31
15
F
FCNCAFIRST CTZNS BANCSHARES INC N
Financial Services·Banks - Regional
1.80%
of portfolio
Number of shares
648,775 sh
Holdings current value
$1.37B
Avg closing price
$1433
+38.0%
Last action
Added 41.9%
2025Q4
Current $1976
16
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
1.75%
of portfolio
Number of shares
11,689,072 sh
Holdings current value
$1.33B
Avg closing price
$129.06
+23.6%
Last action
Added 3.0%
2025Q4
Current $159.53
17
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.74%
of portfolio
Number of shares
30,131,545 sh
Holdings current value
$1.32B
Avg closing price
$20.82
+152.1%
Last action
Trimmed 19.5%
2025Q4
Current $52.47
18
N
N20944109CNH INDL N V
1.73%
of portfolio
Number of shares
116,101,645 sh
Holdings current value
$1.32B
Avg closing price
$12.59
Last action
Trimmed 4.8%
2025Q4
Current —
19
K
KRKROGER CO
Consumer Defensive·Grocery Stores
1.57%
of portfolio
Number of shares
19,551,961 sh
Holdings current value
$1.20B
Avg closing price
$47.31
+46.0%
Last action
Trimmed 1.2%
2025Q4
Current $69.10
20
C
CCITIGROUP INC
Financial Services·Banks - Diversified
1.54%
of portfolio
Number of shares
16,610,466 sh
Holdings current value
$1.17B
Avg closing price
$55.25
+132.6%
Last action
Trimmed 18.5%
2025Q4
Current $128.51
21
G
G96629103WILLIS TOWERS WATSON PLC LTD
1.45%
of portfolio
Number of shares
3,519,884 sh
Holdings current value
$1.10B
Avg closing price
$266.28
Last action
Added 59.9%
2025Q4
Current —
22
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
1.34%
of portfolio
Number of shares
14,490,892 sh
Holdings current value
$1.02B
Avg closing price
$50.67
+58.9%
Last action
Added 17.0%
2025Q4
Current $80.51
23
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
1.33%
of portfolio
Number of shares
95,518,508 sh
Holdings current value
$1.01B
Avg closing price
$10.83
+148.3%
Last action
Trimmed 15.2%
2025Q4
Current $26.90
24
E
EOGEOG RES INC
Energy·Oil & Gas E&P
1.30%
of portfolio
Number of shares
8,070,914 sh
Holdings current value
$989.33M
Avg closing price
$93.93
+42.5%
Last action
Added 53.4%
2025Q4
Current $133.87
25
E
EFXEQUIFAX INC
Industrials·Consulting Services
1.20%
of portfolio
Number of shares
3,582,785 sh
Holdings current value
$913.07M
Avg closing price
$241.12
-27.5%
Last action
Added 92.7%
2025Q4
Current $174.93
26
K
KDPKEURIG DR PEPPER INC
Consumer Defensive·Beverages - Non-Alcoholic
1.20%
of portfolio
Number of shares
28,338,474 sh
Holdings current value
$910.23M
Avg closing price
$30.23
-5.6%
Last action
Added 504.4%
2025Q4
Current $28.53
27
A
ALLYALLY FINL INC
Financial Services·Credit Services
1.09%
of portfolio
Number of shares
23,096,964 sh
Holdings current value
$831.72M
Avg closing price
$25.24
+78.4%
Last action
Added 0.2%
2025Q4
Current $45.02
28
C
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
1.04%
of portfolio
Number of shares
13,928,630 sh
Holdings current value
$793.37M
Avg closing price
$61.53
+29.4%
Last action
Added 328.1%
2025Q4
Current $79.63
29
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
1.01%
of portfolio
Number of shares
20,482,857 sh
Holdings current value
$768.72M
Avg closing price
$38.12
-17.0%
Last action
Added 35.8%
2025Q4
Current $31.64
30
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
0.96%
of portfolio
Number of shares
9,522,501 sh
Holdings current value
$731.61M
Avg closing price
$42.91
+215.6%
Last action
Trimmed 26.2%
2025Q4
Current $135.42
31
S
STTSTATE STR CORP
Financial Services·Asset Management
0.95%
of portfolio
Number of shares
7,387,652 sh
Holdings current value
$725.10M
Avg closing price
$65.99
+129.2%
Last action
Trimmed 15.1%
2025Q4
Current $151.25
32
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.94%
of portfolio
Number of shares
3,502,881 sh
Holdings current value
$717.99M
Avg closing price
$178.64
-29.7%
Last action
Added 59.4%
2025Q4
Current $125.50
33
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.93%
of portfolio
Number of shares
3,229,040 sh
Holdings current value
$708.42M
Avg closing price
$185.91
+37.2%
Last action
Added 3.6%
2025Q4
Current $255.08
34
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
0.92%
of portfolio
Number of shares
5,346,823 sh
Holdings current value
$702.63M
Avg closing price
$128.78
+10.2%
Last action
Added 153.8%
2025Q4
Current $141.87
35
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
0.92%
of portfolio
Number of shares
1,949,983 sh
Holdings current value
$696.98M
Avg closing price
$279.68
-1.2%
Last action
Trimmed 0.8%
2025Q4
Current $276.39
36
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
0.89%
of portfolio
Number of shares
31,518,279 sh
Holdings current value
$672.92M
Avg closing price
$20.37
-14.1%
Last action
Exited
2025Q3
Current $17.49
37
E
ELVANTHEM INC
Healthcare·Healthcare Plans
0.88%
of portfolio
Number of shares
1,821,284 sh
Holdings current value
$671.87M
Avg closing price
$360.50
-3.9%
Last action
Added 741.4%
2025Q4
Current $346.29
38
N
NDAQNASDAQ INC
Financial Services·Financial Data & Stock Exchanges
0.87%
of portfolio
Number of shares
8,591,486 sh
Holdings current value
$664.21M
Avg closing price
$73.18
+18.9%
Last action
Added 46.2%
2025Q4
Current $87.04
39
G
G87052109TE CONNECTIVITY PLC
0.83%
of portfolio
Number of shares
4,418,310 sh
Holdings current value
$631.69M
Avg closing price
$150.61
Last action
Trimmed 15.0%
2025Q4
Current —
40
C
CRBGCOREBRIDGE FINL INC
Financial Services·Asset Management
0.82%
of portfolio
Number of shares
20,900,104 sh
Holdings current value
$625.54M
Avg closing price
$23.96
+10.8%
Last action
Added 37.0%
2025Q4
Current $26.54
41
M
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
0.82%
of portfolio
Number of shares
6,244,450 sh
Holdings current value
$621.20M
Avg closing price
$100.16
+14.4%
Last action
Added 215.5%
2025Q4
Current $114.62
42
G
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
0.79%
of portfolio
Number of shares
5,351,860 sh
Holdings current value
$599.73M
Avg closing price
$93.62
-27.5%
Last action
Added 550.9%
2025Q4
Current $67.86
43
D
DALDELTA AIR LINES INC DEL
Industrials·Airlines
0.78%
of portfolio
Number of shares
9,820,652 sh
Holdings current value
$594.15M
Avg closing price
$54.48
+25.5%
Last action
Added 167.2%
2025Q4
Current $68.37
44
A
APAAPA CORPORATION
Energy·Oil & Gas E&P
0.77%
of portfolio
Number of shares
25,219,997 sh
Holdings current value
$582.33M
Avg closing price
$25.69
+50.5%
Last action
Trimmed 34.6%
2025Q4
Current $38.66
45
L
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
0.66%
of portfolio
Number of shares
6,684,522 sh
Holdings current value
$499.73M
Avg closing price
$76.26
-25.9%
Last action
Trimmed 25.2%
2025Q4
Current $56.47
46
M
MASMASCO CORP
Industrials·Building Products & Equipment
0.61%
of portfolio
Number of shares
6,374,795 sh
Holdings current value
$462.62M
Avg closing price
$55.87
+35.0%
Last action
Added 179.1%
2025Q4
Current $75.40
47
C
CRMSALESFORCE COM INC
Technology·Software - Application
0.59%
of portfolio
Number of shares
1,331,486 sh
Holdings current value
$445.16M
Avg closing price
$253.36
-31.6%
Last action
Added
2025Q4
Current $173.30
48
F
FBINFORTUNE BRANDS HOME & SEC IN
Industrials·Building Products & Equipment
0.57%
of portfolio
Number of shares
6,292,703 sh
Holdings current value
$429.98M
Avg closing price
$59.63
-30.6%
Last action
Trimmed 1.7%
2025Q4
Current $41.40
49
R
RGAREINSURANCE GRP OF AMERICA I
Financial Services·Insurance - Reinsurance
0.56%
of portfolio
Number of shares
2,005,763 sh
Holdings current value
$428.49M
Avg closing price
$153.41
+36.6%
Last action
Added 84.0%
2025Q4
Current $209.58
50
B
BWABORGWARNER INC
Consumer Cyclical·Auto Parts
0.49%
of portfolio
Number of shares
11,737,751 sh
Holdings current value
$373.14M
Avg closing price
$37.84
+48.4%
Last action
Trimmed 5.6%
2025Q4
Current $56.14
51
S
SYYSYSCO CORP
Consumer Defensive·Food Distribution
0.44%
of portfolio
Number of shares
4,347,279 sh
Holdings current value
$332.39M
Avg closing price
$75.76
+0.1%
Last action
Trimmed 8.3%
2025Q4
Current $75.81
52
G
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.44%
of portfolio
Number of shares
4,247,304 sh
Holdings current value
$332.05M
Avg closing price
$79.51
-12.1%
Last action
Added
2025Q4
Current $69.89
53
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
0.41%
of portfolio
Number of shares
7,230,765 sh
Holdings current value
$315.19M
Avg closing price
$64.49
-11.8%
Last action
Trimmed 10.3%
2025Q4
Current $56.88
54
G
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.41%
of portfolio
Number of shares
2,671,208 sh
Holdings current value
$311.89M
Avg closing price
$131.26
-16.4%
Last action
Added 116.0%
2025Q4
Current $109.79
55
M
MGAMAGNA INTL INC
Consumer Cyclical·Auto Parts
0.39%
of portfolio
Number of shares
7,048,088 sh
Holdings current value
$294.54M
Avg closing price
$53.78
+15.6%
Last action
Trimmed 21.7%
2025Q4
Current $62.20
56
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.39%
of portfolio
Number of shares
1,541,549 sh
Holdings current value
$293.57M
Avg closing price
$130.00
+159.8%
Last action
Trimmed 12.7%
2025Q4
Current $337.75
57
V
VVISA INC
Financial Services·Credit Services
0.36%
of portfolio
Number of shares
870,151 sh
Holdings current value
$275.00M
Avg closing price
$132.21
+133.6%
Last action
Trimmed 2.5%
2025Q4
Current $308.88
58
C
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
0.34%
of portfolio
Number of shares
5,707,675 sh
Holdings current value
$256.22M
Avg closing price
$69.80
+13.0%
Last action
Trimmed 0.4%
2025Q4
Current $78.86
59
O
OTEXOPEN TEXT CORP
Technology·Software - Application
0.33%
of portfolio
Number of shares
8,979,632 sh
Holdings current value
$253.80M
Avg closing price
$37.25
-40.2%
Last action
Exited
2025Q3
Current $22.29
60
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.33%
of portfolio
Number of shares
1,484,339 sh
Holdings current value
$247.35M
Avg closing price
$61.86
+184.9%
Last action
Trimmed 2.6%
2025Q4
Current $176.28
61
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.32%
of portfolio
Number of shares
8,463,227 sh
Holdings current value
$246.79M
Avg closing price
$39.23
-53.1%
Last action
Trimmed 0.3%
2025Q4
Current $18.41
62
B
BLKBLACKROCK INC
Financial Services·Asset Management
0.31%
of portfolio
Number of shares
227,631 sh
Holdings current value
$233.35M
Avg closing price
$1028
+2.5%
Last action
Trimmed 5.1%
2025Q4
Current $1053
63
G
G3265R107APTIV PLC
0.31%
of portfolio
Number of shares
3,836,741 sh
Holdings current value
$232.05M
Avg closing price
$60.48
Last action
Trimmed 0.5%
2025Q4
Current —
64
B
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
0.27%
of portfolio
Number of shares
893,355 sh
Holdings current value
$202.68M
Avg closing price
$196.13
-21.0%
Last action
Trimmed 23.4%
2025Q4
Current $154.85
65
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
0.26%
of portfolio
Number of shares
5,931,078 sh
Holdings current value
$200.65M
Avg closing price
$38.54
-96.1%
Last action
Trimmed 20.2%
2025Q4
Current $1.49
66
I
IPGINTERPUBLIC GROUP COS INC
0.24%
of portfolio
Number of shares
6,499,902 sh
Holdings current value
$182.13M
Avg closing price
$25.52
Last action
Exited
2025Q4
Current —
67
B
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.24%
of portfolio
Number of shares
2,814,541 sh
Holdings current value
$182.04M
Avg closing price
$70.08
+14.1%
Last action
Trimmed 25.4%
2025Q4
Current $79.98
68
N
NVSTENVISTA HOLDINGS CORPORATION
Healthcare·Medical Instruments & Supplies
0.24%
of portfolio
Number of shares
9,421,314 sh
Holdings current value
$181.74M
Avg closing price
$29.96
-9.7%
Last action
Trimmed 19.0%
2025Q4
Current $27.04
69
M
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
0.23%
of portfolio
Number of shares
923,138 sh
Holdings current value
$173.04M
Avg closing price
$203.94
-39.4%
Last action
Trimmed 16.7%
2025Q4
Current $123.57
70
C
CGCARLYLE GROUP INC
Financial Services·Asset Management
0.21%
of portfolio
Number of shares
3,186,743 sh
Holdings current value
$160.90M
Avg closing price
$50.60
-3.1%
Last action
Added
2025Q4
Current $49.03
71
C
CECELANESE CORP DEL
Basic Materials·Chemicals
0.20%
of portfolio
Number of shares
2,222,539 sh
Holdings current value
$153.82M
Avg closing price
$96.08
-32.1%
Last action
Trimmed 1.6%
2025Q4
Current $65.23
72
W
WENWENDYS CO
Consumer Cyclical·Restaurants
0.20%
of portfolio
Number of shares
9,249,305 sh
Holdings current value
$150.76M
Avg closing price
$18.98
-63.5%
Last action
Trimmed 6.4%
2025Q4
Current $6.93
73
T
THOTHOR INDS INC
Consumer Cyclical·Recreational Vehicles
0.19%
of portfolio
Number of shares
1,491,290 sh
Holdings current value
$142.73M
Avg closing price
$89.58
-12.0%
Last action
Trimmed 1.4%
2025Q4
Current $78.81
74
W
WMGWARNER MUSIC GROUP CORP
Communication Services·Entertainment
0.17%
of portfolio
Number of shares
4,046,002 sh
Holdings current value
$125.43M
Avg closing price
$31.39
-7.6%
Last action
Trimmed 9.4%
2025Q4
Current $28.99
75
H
HHHHOWARD HUGHES HOLDINGS INC
Real Estate·Real Estate - Development
0.16%
of portfolio
Number of shares
1,596,879 sh
Holdings current value
$122.83M
Avg closing price
$73.84
-13.2%
Last action
Trimmed 1.3%
2025Q4
Current $64.07

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVST 1.75 08/15/28
20.60%
GOOGL
4.11% · +79.0%
IQV
2.93% · -18.2%
COF
2.78% · +10.3%
DE
2.71% · +39.7%
SCHW
2.70% · +20.1%
ICE
2.63% · +5.7%
FISV
2.45% · -70.0%
AIG
2.22% · +4.8%
GM
2.12% · +47.4%
CNC
2.02% · -32.2%
CHTR
1.96% · -29.5%
COP
1.90% · +25.4%
CBRE
1.86% · +13.7%
FCNCA
1.80% · -6.5%
PSX
1.75% · +40.0%
BAC
1.74% · +19.4%
CNH INDL N V
1.73%
KR
1.57% · +13.0%
C
1.54% · +82.6%
WILLIS TOWERS WATSON PLC LTD
1.45%
WFC
1.34% · +14.6%
WBD
1.33% · +154.5%
EOG
1.30% · +9.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services28 pos$17.83B32.6%
  • Communication Services11 pos$7.34B13.4%
  • Healthcare14 pos$6.41B11.7%
  • Consumer Cyclical27 pos$5.99B10.9%
  • Industrials17 pos$5.50B10.1%
  • Energy5 pos$4.34B7.9%
  • Consumer Defensive8 pos$3.12B5.7%
  • Technology10 pos$1.72B3.1%
  • Real Estate4 pos$1.56B2.8%
  • Basic Materials2 pos$947.2M1.7%
(27.9% unclassified, excluded from %)