Bill Nygren

Bill Nygren | OAKMX

Mutual Fund
Oakmark Fund
Last update 2025-02-28 52 Stocks (5 new)
Value $21.88 Bil Turnover 8 %
Countries:
Top Holdings: GOOGL(3.77%)C(3.52%)GM(3.39%)DE(3.26%)SCHW(3.14%)

Bill Nygren Profile

Bill Nygren is Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and the Oakmark Global Select Fund. Bill has an M.S. in Finance from the University of Wisconsin-Madison, and a B.S. in Accounting from the University of Minnesota.

Bill Nygren Investing Philosophy

Bill Nygren and his partners are value investors, and they invest in companies that they believe trade at a substantial discount to what they consider to be the true business value. They believe that, over time, the price of a stock will rise to reflect the value of the underlying company. In evaluating potential investments, they focus on the following characteristics: A company's stock price and whether it is a significant discount to their estimate of underlying business value, free cash flows and intelligent investment of excess cash, and a high level of manager ownership. They look at each purchase as if they are buying a piece of a business, and not just a stock certificate.
Summary Stock Picks Current Portfolio

Bill Nygren Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM 		Salesforce Inc2024-12-31Sold Out
-2.33%
●
279.48 ($319.91) 367.87
$275.42
-13.91%
Sold Out
0
-1,870,000
KDP 		Keurig Dr Pepper Inc2024-12-31New Buy
+1.59%
●
31.24 ($33.78) 37.02
$33.54
-0.71%
New holding
10,832,000
10,832,000
ELV 		Elevance Health Inc2024-12-31New Buy
+1.25%
●
365.96 ($416.99) 509.02
$404.58
-2.98%
New holding
739,000
739,000
MRK 		Merck & Co Inc2024-12-31Add
+1.06%
●
96.31 ($102.91) 112.08
$75.97
-26.18%
Add 119.54%
4,281,000
2,331,000
FI 		Fiserv Inc2024-12-31Reduce
-0.83%
●
182.45 ($204.51) 222.45
$184.07
-9.99%
Reduce -25.34%
2,975,700
-1,010,000
TFC 		Truist Financial Corp2024-12-31Sold Out
-0.81%
●
41.49 ($44.67) 48.1
$39.01
-12.67%
Sold Out
0
-4,160,000
ABNB 		Airbnb Inc2024-12-31New Buy
+0.78%
●
125.29 ($134.85) 147.37
$127.04
-5.79%
New holding
1,291,900
1,291,900
WFC 		Wells Fargo & Co2024-12-31Reduce
-0.71%
●
54.98 ($68.48) 77.35
$72.45
5.80%
Reduce -26.72%
7,601,000
-2,771,000
MO 		Altria Group Inc2024-12-31Sold Out
-0.69%
●
49.06 ($53.31) 57.74
$59.43
11.48%
Sold Out
0
-2,958,000
BLK 		BlackRock Inc2024-12-31Reduce
-0.65%
●
940.67 ($1016.21) 1065.26
$923.44
-9.13%
Reduce -54.55%
125,000
-150,000
EBAY 		eBay Inc2024-12-31Sold Out
-0.61%
●
57.51 ($63.49) 67.17
$69.51
9.48%
Sold Out
0
-2,052,800
TEL 		TE Connectivity PLC2024-12-31Add
+0.56%
●
142.87 ($149.01) 155.2
$152.88
2.60%
Add 83.79%
1,864,444
850,000
CBRE 		CBRE Group Inc2024-12-31Reduce
-0.54%
●
119.22 ($131.05) 140.71
$126.59
-3.40%
Reduce -19.11%
4,022,000
-950,000
GS 		The Goldman Sachs Group Inc2024-12-31Sold Out
-0.54%
●
486.1 ($558.86) 608.57
$567.10
1.47%
Sold Out
0
-239,000
GEHC 		GE HealthCare Technologies Inc2024-12-31New Buy
+0.48%
●
77.09 ($84.9) 91.62
$69.87
-17.70%
New holding
1,337,815
1,337,815
DAL 		Delta Air Lines Inc2024-12-31Reduce
-0.46%
●
47.46 ($59.19) 65.77
$48.34
-18.33%
Reduce -23.67%
6,449,100
-2,000,000
DIS 		The Walt Disney Co2024-12-31Sold Out
-0.40%
●
92.39 ($105.22) 117.6
$105.94
0.68%
Sold Out
0
-913,500
EFX 		Equifax Inc2024-12-31Add
+0.36%
●
245.03 ($267.6) 293.5
$269.91
0.86%
Add 25.61%
1,500,700
306,000
COF 		Capital One Financial Corp2024-12-31Reduce
-0.32%
●
145.2 ($173.53) 192.01
$187.76
8.20%
Reduce -12.79%
3,206,000
-470,000
PSX 		Phillips 662024-12-31Add
+0.29%
●
110.35 ($127.12) 138.93
$110.92
-12.74%
Add 13.91%
4,610,600
563,000
CHTR 		Charter Communications Inc2024-12-31Reduce
-0.25%
●
315.41 ($362.06) 408.02
$401.73
10.96%
Reduce -10.6%
1,433,215
-170,000
COP 		ConocoPhillips2024-12-31Add
+0.22%
●
95.12 ($106.12) 114.72
$88.59
-16.52%
Add 9.57%
5,585,400
488,000
CG 		The Carlyle Group Inc2024-12-31New Buy
+0.19%
●
43.24 ($50.81) 54.81
$42.04
-17.26%
New holding
837,100
837,100
AIG 		American International Group Inc2024-12-31Add
+0.18%
●
70 ($75.23) 79.19
$82.41
9.54%
Add 6.2%
9,014,600
526,000
ICE 		Intercontinental Exchange Inc2024-12-31Add
+0.17%
●
148.29 ($158.35) 166.9
$178.33
12.62%
Add 6.61%
4,131,200
256,000
GPN 		Global Payments Inc2024-12-31Add
+0.16%
●
97.57 ($109.5) 119.38
$80.50
-26.48%
Add 8.4%
4,104,400
318,100
IQV 		IQVIA Holdings Inc2024-12-31Add
+0.13%
●
190.97 ($210.56) 236.69
$148.99
-29.24%
Add 5.36%
2,750,900
140,000
DE 		Deere & Co2024-12-31Add
+0.12%
●
389.45 ($421.31) 466
$492.60
16.92%
Add 3.7%
1,683,710
60,000
SCHW 		Charles Schwab Corp2024-12-31Reduce
-0.12%
●
63.35 ($75) 82.85
$84.47
12.63%
Reduce -4.13%
9,287,075
-400,000
C 		Citigroup Inc2024-12-31Add
+0.10%
●
61.31 ($67.49) 72.5
$71.45
5.87%
Add 2.82%
10,942,800
300,000
ALLY 		Ally Financial Inc2024-12-31Add
+0.09%
●
34.25 ($36.34) 39.98
$34.61
-4.76%
Add 4.66%
12,516,277
557,177
GPC 		Genuine Parts Co2024-12-31Add
+0.08%
●
113.11 ($124.52) 143.63
$117.42
-5.70%
Add 9.23%
1,775,000
150,000
CNC 		Centene Corp2024-12-31Add
+0.08%
●
56.71 ($62.18) 72.9
$62.79
0.98%
Add 3.69%
8,421,700
300,000
EOG 		EOG Resources Inc2024-12-31Add
+0.07%
●
118.22 ($127.78) 136.54
$111.12
-13.04%
Add 2.86%
4,498,263
125,000
WBD 		Warner Bros. Discovery Inc2024-12-31Add
+0.05%
●
7.33 ($9.31) 12.49
$9.07
-2.58%
Add 3.24%
31,881,500
1,000,000
FBIN 		Fortune Brands Innovations Inc2024-12-31Add
+0.05%
●
68.3 ($79.99) 90.01
$51.31
-35.85%
Add 3.27%
4,743,400
150,000
MAS 		Masco Corp2024-12-31Reduce
-0.04%
●
72.52 ($79.94) 85.71
$62.10
-22.32%
Reduce -2.59%
3,764,400
-100,000
CVS 		CVS Health Corp2024-12-31Add
+0.04%
●
43.78 ($56.01) 67.46
$66.97
19.57%
Add 5.27%
3,991,800
200,000
CRBG 		Corebridge Financial Inc2024-12-31Add
+0.03%
●
28.28 ($30.89) 33.37
$31.14
0.81%
Add 3.33%
7,750,000
250,000
MGA 		Magna International Inc2024-12-31Add
+0.02%
●
39.47 ($42.97) 46.46
$34.80
-19.01%
Add 2.3%
5,360,384
120,384
FCNCA 		First Citizens BancShares Inc2024-12-31Add
+0.02%
●
1827.23 ($2099.47) 2353.08
$1,841.60
-12.28%
Add 0.87%
232,900
2,000
MO 		Altria Group Inc2024-09-30Reduce
-1.32%
●
45.95 ($50.54) 54.71
$59.43
17.59%
Reduce -66.39%
2,958,000
-5,842,000
GPC 		Genuine Parts Co2024-09-30New Buy
+1.03%
●
131.04 ($138.88) 147.11
$117.42
-15.45%
New holding
1,625,000
1,625,000
MRK 		Merck & Co Inc2024-09-30New Buy
+1.01%
●
111.15 ($118.8) 128.97
$75.97
-36.05%
New holding
1,950,000
1,950,000
CSCO 		Cisco Systems Inc2024-09-30Sold Out
-0.90%
●
44.74 ($48.64) 53.22
$59.77
22.88%
Sold Out
0
-3,810,000
GPN 		Global Payments Inc2024-09-30Add
+0.86%
●
92.66 ($103.81) 112.97
$80.50
-22.45%
Add 94.17%
3,786,300
1,836,300
TFC 		Truist Financial Corp2024-09-30Reduce
-0.71%
●
38.22 ($42.23) 44.94
$39.01
-7.62%
Reduce -47.07%
4,160,000
-3,700,000
EBAY 		eBay Inc2024-09-30Reduce
-0.58%
●
52.61 ($57.57) 65.44
$69.51
20.74%
Reduce -51.73%
2,052,800
-2,200,000
AXP 		American Express Co2024-09-30Sold Out
-0.51%
●
225.92 ($249) 271.2
$284.51
14.26%
Sold Out
0
-440,800
AIG 		American International Group Inc2024-09-30Add
+0.48%
●
70.16 ($74.53) 79.23
$82.41
10.57%
Add 20.19%
8,488,600
1,425,800
GS 		The Goldman Sachs Group Inc2024-09-30Reduce
-0.45%
●
459.02 ($489.11) 510.25
$567.10
15.95%
Reduce -45.46%
239,000
-199,200
NDAQ 		Nasdaq Inc2024-09-30Add
+0.44%
●
59.48 ($68.26) 74.29
$79.21
16.04%
Add 28.61%
5,915,305
1,315,893
SCHW 		Charles Schwab Corp2024-09-30Add
+0.42%
●
61.74 ($65.69) 76.08
$84.47
28.59%
Add 17.23%
9,687,075
1,424,075
MCO 		Moodys Corp2024-09-30Sold Out
-0.37%
●
421.49 ($463.45) 494.66
$470.67
1.56%
Sold Out
0
-176,371
WBD 		Warner Bros. Discovery Inc2024-09-30Add
+0.35%
●
6.71 ($7.81) 8.78
$9.07
16.13%
Add 43.72%
30,881,500
9,394,500
PSX 		Phillips 662024-09-30Add
+0.35%
●
125 ($135.02) 147.17
$110.92
-17.85%
Add 17%
4,047,600
588,100
CNC 		Centene Corp2024-09-30Add
+0.26%
●
64.89 ($73.3) 80.23
$62.79
-14.34%
Add 10.43%
8,121,700
767,000
CBRE 		CBRE Group Inc2024-09-30Reduce
-0.26%
●
85.97 ($109.03) 124.48
$126.59
16.11%
Reduce -10.59%
4,972,000
-589,000
CVS 		CVS Health Corp2024-09-30Add
+0.23%
●
55.81 ($58.34) 63.18
$66.97
14.79%
Add 27.27%
3,791,800
812,400
BAC 		Bank of America Corp2024-09-30Reduce
-0.23%
●
36.65 ($40.08) 44.13
$41.79
4.27%
Reduce -9.39%
11,347,400
-1,176,100
FBIN 		Fortune Brands Innovations Inc2024-09-30Add
+0.23%
●
62.64 ($76.67) 89.53
$51.31
-33.08%
Add 13.94%
4,593,400
562,100
KVUE 		Kenvue Inc2024-09-30Add
+0.21%
●
17.7 ($20.72) 23.39
$24.44
17.95%
Add 10.61%
20,683,900
1,983,900
EFX 		Equifax Inc2024-09-30Reduce
-0.20%
●
236.42 ($282.04) 307.13
$269.91
-4.30%
Reduce -12.21%
1,194,700
-166,113
DE 		Deere & Co2024-09-30Add
+0.19%
●
344.84 ($377.03) 418
$492.60
30.65%
Add 6.41%
1,623,710
97,800
GM 		General Motors Co2024-09-30Add
+0.16%
●
39.95 ($46.35) 49.9
$47.50
2.48%
Add 5.98%
13,928,100
786,100
CE 		Celanese Corp2024-09-30Add
+0.15%
●
119.16 ($131.46) 147.51
$51.21
-61.05%
Add 15.91%
1,798,894
246,900
TEL 		TE Connectivity PLC2024-09-30Reduce
-0.15%
●
141.97 ($149.72) 159.66
$152.88
2.11%
Reduce -16.47%
1,014,444
-200,000
COP 		ConocoPhillips2024-09-30Add
+0.15%
●
102.31 ($109.83) 116.61
$88.59
-19.34%
Add 6.78%
5,097,400
323,700
DAL 		Delta Air Lines Inc2024-09-30Add
+0.13%
●
37.32 ($43.57) 51.81
$48.34
10.95%
Add 7.09%
8,449,100
559,100
STT 		State Street Corp2024-09-30Add
+0.12%
●
73.37 ($82.46) 89.31
$93.81
13.76%
Add 6.03%
5,221,700
296,900
EOG 		EOG Resources Inc2024-09-30Add
+0.11%
●
117.9 ($125.61) 132.65
$111.12
-11.54%
Add 4.71%
4,373,263
196,700
FCNCA 		First Citizens BancShares Inc2024-09-30Add
+0.10%
●
1685.92 ($1908.25) 2128.51
$1,841.60
-3.49%
Add 5.43%
230,900
11,900
RGA 		Reinsurance Group of America Inc2024-09-30Reduce
-0.07%
●
192.62 ($212.6) 225.79
$204.85
-3.65%
Reduce -5.5%
1,117,033
-65,000
CTVA 		Corteva Inc2024-09-30Add
+0.07%
●
50.72 ($54.61) 58.79
$67.79
24.13%
Add 2.86%
9,000,100
250,100
C 		Citigroup Inc2024-09-30Add
+0.06%
●
56.11 ($61.84) 67.61
$71.45
15.54%
Add 2.15%
10,642,800
223,600
WFC 		Wells Fargo & Co2024-09-30Add
+0.05%
●
51.57 ($56.56) 60.97
$72.45
28.09%
Add 2.06%
10,372,000
209,000
GOOGL 		Alphabet Inc2024-09-30Add
+0.05%
●
148.66 ($167.74) 191.18
$152.75
-8.94%
Add 1.56%
4,357,100
67,000
FI 		Fiserv Inc2024-09-30Add
+0.01%
●
147.14 ($164.95) 179.65
$184.07
11.59%
Add 0.4%
3,985,700
15,700
IQV 		IQVIA Holdings Inc2024-09-30Add
+0.01%
●
206.81 ($236.05) 251.55
$148.99
-36.88%
Add 0.42%
2,610,900
10,900
COF 		Capital One Financial Corp2024-09-30Add
+0.01%
●
131.42 ($142.4) 153.05
$187.76
31.85%
Add 0.46%
3,676,000
17,000
KKR 		KKR & Co Inc2024-06-30Sold Out
-1.93%
●
92.62 ($101.81) 111.49
$118.08
15.98%
Sold Out
0
-3,930,000
AXP 		American Express Co2024-06-30Reduce
-1.63%
●
217.5 ($231.59) 243.08
$284.51
22.85%
Reduce -76.89%
440,800
-1,467,000
NDAQ 		Nasdaq Inc2024-06-30New Buy
+1.37%
●
58.6 ($60.57) 63.56
$79.21
30.77%
New holding
4,599,412
4,599,412
EFX 		Equifax Inc2024-06-30Add
+1.28%
●
216.2 ($238.56) 262.74
$269.91
13.14%
Add 369.25%
1,360,813
1,070,813
CRM 		Salesforce Inc2024-06-30Add
+1.13%
●
218.01 ($267.58) 304.74
$275.42
2.93%
Add 89.85%
1,870,000
885,000
ORCL 		Oracle Corp2024-06-30Sold Out
-1.08%
●
113.75 ($124.18) 144.64
$150.34
21.07%
Sold Out
0
-1,754,200
CRBG 		Corebridge Financial Inc2024-06-30New Buy
+1.08%
●
26.37 ($28.78) 32.51
$31.14
8.20%
New holding
7,500,000
7,500,000
DAL 		Delta Air Lines Inc2024-06-30Add
+0.99%
●
45.88 ($49.76) 53.26
$48.34
-2.85%
Add 115.89%
7,890,000
4,235,302
DHR 		Danaher Corp2024-06-30Sold Out
-0.85%
●
235.51 ($252.65) 267.98
$189.73
-24.90%
Sold Out
0
-700,000
KVUE 		Kenvue Inc2024-06-30Add
+0.68%
●
17.96 ($19.37) 21.23
$24.44
26.17%
Add 68.65%
18,700,000
7,612,085
GS 		The Goldman Sachs Group Inc2024-06-30Reduce
-0.61%
●
389.49 ($438.8) 470.41
$567.10
29.24%
Reduce -40.38%
438,200
-296,800
DIS 		The Walt Disney Co2024-06-30Reduce
-0.50%
●
99.29 ($107.65) 122.82
$105.94
-1.59%
Reduce -47.8%
913,500
-836,500
MCO 		Moody's Corporation2024-06-30Reduce
-0.49%
●
370.33 ($397.85) 427.53
$470.67
18.30%
Reduce -58.97%
176,371
-253,500
PSX 		Phillips 662024-06-30Add
+0.49%
●
135.85 ($148.02) 172.71
$110.92
-25.06%
Add 25.3%
3,459,500
698,500
CHTR 		Charter Communications Inc2024-06-30Add
+0.46%
●
254.61 ($272.92) 298.96
$401.73
47.20%
Add 23.77%
1,603,215
307,883
IQV 		IQVIA Holdings Inc2024-06-30Add
+0.45%
●
211.18 ($227.18) 248.87
$148.99
-34.42%
Add 19.79%
2,600,000
429,513
WBD 		Warner Bros. Discovery Inc2024-06-30Reduce
-0.42%
●
6.99 ($8.01) 8.79
$9.07
13.23%
Reduce -31.32%
21,487,000
-9,800,000
C 		Citigroup Inc2024-06-30Add
+0.38%
●
57.02 ($61.66) 64.74
$71.45
15.88%
Add 13.02%
10,419,200
1,200,000
DE 		Deere & Co2024-06-30Add
+0.37%
●
364.98 ($390.01) 414.02
$492.60
26.30%
Add 15.05%
1,525,910
199,617
FI 		Fiserv Inc2024-06-30Add
+0.35%
●
146.4 ($151.37) 158.57
$184.07
21.60%
Add 13.75%
3,970,000
480,000
100/Page
Total 316
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