Bill Nygren
Harris Associates (Oakmark) · SEC CIK 813917
Value with a long horizon; buy the discount to worth.
This filing is 67 days old. Harris Associates (Oakmark) keeps roughly 90% of its positions in a typical quarter, so about 93% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 161 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| <![CDATA[KEURIG DR PEPPER INC]]> | KDP | $3.04B | 4.0% | |
| <![CDATA[AIRBNB INC]]> | ABNB | $2.70B | 3.6% | |
| <![CDATA[SALESFORCE INC]]> | CRM | $2.53B | 3.4% | |
| <![CDATA[IQVIA HLDGS INC]]> | IQV | $2.35B | 3.1% | |
| <![CDATA[CAPITAL ONE FINL CORP]]> | COF | $2.31B | 3.1% | |
| <![CDATA[ALPHABET INC]]> | GOOGL | $2.24B | 3.0% | |
| <![CDATA[SCHWAB CHARLES CORP]]> | SCHW | $2.23B | 3.0% | |
| <![CDATA[INTERCONTINENTAL EXCHANGE IN]]> | ICE | $2.22B | 3.0% | |
| <![CDATA[TARGA RES CORP]]> | TRGP | $2.13B | 2.8% | |
| <![CDATA[FIRST CTZNS BANCSHARES INC D]]> | FCNCA | $1.91B | 2.5% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was CRM (shares up 8%), now $2.53B; the largest trim was GOOGL (shares down 25%). All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
None of the previous quarter's 40 largest positions disappeared from the latest filing.
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Bill Nygren's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Harris Associates (Oakmark) are KDP (4.0% of the book), ABNB (3.6% of the book), CRM (3.4% of the book).
How big is Harris Associates (Oakmark)'s portfolio?
The latest 13F reports $75.16B across 161 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Bill Nygren still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Harris Associates (Oakmark)'s own filing history, the fund keeps roughly 90% of positions in a typical quarter, so at 67 days since the period end roughly 93% of this book is likely intact. The snapshot half-life for this fund is about 623 days.
What did Bill Nygren buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was CRM (shares up 8%), now $2.53B; the largest trim was GOOGL (shares down 25%). All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Harris Associates (Oakmark), quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.