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Bill Nygren / Oakmark (Harris Associates)

Tier 2 · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $75,031,782,060 · 156 positions · top-10 30.8% · SEC filing history →

13FScore 62/100 — cloning their disclosed top holdings over ~4.6y returned +10%/yr vs S&P +11%/yr (alpha -1%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$MRSH · MARSH & MCLENNAN COS INC1.2%$896,583,647MedInsurance brokerage and consulting
$SUNB · SUNBELT RENTALS HOLDINGS INC1.0%$758,515,445Med
ACCENTURE PLC IRELAND0.8%$573,435,162MedIT consulting and outsourcing services
$ROP · ROPER TECHNOLOGIES INC0.8%$612,017,155MedNiche software and engineered products
$RJF · RAYMOND JAMES FINL INC0.7%$495,952,232MedDiversified financial services and wealth management
$ADBE · ADOBE INC0.7%$557,582,057MedCreative and digital-experience software
$SYF · SYNCHRONY FINANCIAL0.4%$316,905,235Med
$CPNG · COUPANG INC0.3%$188,457,404MedSouth Korea's largest e-commerce platform
$HLN · HALEON PLC0.2%$150,470,730MedConsumer health products (Sensodyne, Advil)
$WAT · WATERS CORP0.1%$85,978,434MedAnalytical lab instruments (chromatography)
$MBB · ISHARES TR0.0%$2,659MedBlackRock iShares ETF family (index funds)
$SAP · SAP SE0.0%$248,939MedGerman enterprise software (ERP)
$UL · UNILEVER PLC0.0%$234,887Med
$EQH · EQUITABLE HLDGS INC0.0%$1,048,172MedLife insurance and retirement (AllianceBernstein owner)
$USIG · ISHARES TR0.0%$2,562MedBlackRock iShares ETF family (index funds)

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$CRM · SALESFORCE INC3.7%+52%LowCloud CRM and enterprise software
$NFLX · NETFLIX INC.1.3%+30200%LowSubscription video streaming service
$SYY · SYSCO CORP1.0%+39%Low
$IT · GARTNER INC0.7%+225%LowIT research and advisory services
$CNC · CENTENE CORP DEL0.6%+56%LowGovernment-sponsored managed care (Medicaid/ACA)
ICON PLC0.6%+73%LowClinical-research outsourcing (CRO)
$CRL · CHARLES RIV LABS INTL INC0.5%+28%LowPreclinical drug-research services
$OC · OWENS CORNING NEW0.1%+226%LowInsulation, roofing and building materials
$SGOV · ISHARES TR0.0%+834%LowBlackRock iShares ETF family (index funds)
$SPY · STATE STR SPDR S&P 500 ETF T0.0%+53%Low
$CIGI · COLLIERS INTL GROUP INC0.0%+332%LowCommercial real estate services and investment management
$BABA · ALIBABA GROUP HLDG LTD0.0%+40%LowChina e-commerce, cloud computing and fintech
$KBIA · KB FINL GROUP INC0.0%+2580%Low
$WDAY · WORKDAY INC0.0%+104%LowCloud HR and finance enterprise software

Top holdings now

Issuer% bookBusiness
$CRM · SALESFORCE INC3.7%Cloud CRM and enterprise software
$ICE · INTERCONTINENTAL EXCHANGE IN3.4%Exchange operator (NYSE) and mortgage data
$KDP · KEURIG DR PEPPER INC3.3%Coffee systems and soft-drink beverages
$ABNB · AIRBNB INC3.2%Online marketplace for short-term lodging rentals
$GOOGL · ALPHABET INC3.2%Google parent — search, ads, YouTube, Android, Google Cloud
$COP · CONOCOPHILLIPS3.1%Oil and gas exploration and production
$TRGP · TARGA RES CORP2.9%Midstream natural gas and NGL infrastructure
$IQV · IQVIA HLDGS INC2.8%Healthcare data, analytics and clinical research
$SCHW · SCHWAB CHARLES CORP2.7%Brokerage, banking and wealth management
$COF · CAPITAL ONE FINL CORP2.5%Credit cards and consumer banking

Generated 2026-06-27 · Alpha-Investor tracker