Bill Nygren Buys Delphi Automotive PLC, AutoNation Inc, Chesapeake Energy Corp, Sells Halliburton Co, Sanofi SA

Investment company Bill Nygren buys Delphi Automotive PLC, AutoNation Inc, Chesapeake Energy Corp, Moody's Corporation, Medtronic PLC, National Oilwell Varco Inc, sells Halliburton Co, Sanofi SA during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Oak Mark Fund. As of 2017-03-31, Oak Mark Fund owns 50 stocks with a total value of $16.2 billion. These are the details of the buys and sells.

For the details of Bill Nygren's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Bill+Nygren

These are the top 5 holdings of Bill Nygren
  1. Citigroup Inc (C) - 9,630,000 shares, 3.55% of the total portfolio.
  2. Alphabet Inc (GOOG) - 651,000 shares, 3.32% of the total portfolio.
  3. Apple Inc (AAPL) - 3,187,000 shares, 2.82% of the total portfolio.
  4. Bank of America Corporation (BAC) - 19,300,000 shares, 2.8% of the total portfolio. Shares reduced by 9.39%
  5. Visa Inc (V) - 5,085,000 shares, 2.78% of the total portfolio.
New Purchase: Delphi Automotive PLC (DLPH)

Bill Nygren initiated holdings in Delphi Automotive PLC. The purchase prices were between $67.54 and $82.29, with an estimated average price of $75.09. The stock is now traded at around $89.67. The impact to the portfolio due to this purchase was 1.09%. The holdings were 2,200,000 shares as of 2017-03-31.

New Purchase: Chesapeake Energy Corp (CHK)

Bill Nygren initiated holdings in Chesapeake Energy Corp. The purchase prices were between $4.94 and $7.18, with an estimated average price of $6.08. The stock is now traded at around $5.12. The impact to the portfolio due to this purchase was 0.73%. The holdings were 20,000,000 shares as of 2017-03-31.

New Purchase: Moody's Corporation (MCO)

Bill Nygren initiated holdings in Moody's Corporation. The purchase prices were between $94.67 and $113.56, with an estimated average price of $107.24. The stock is now traded at around $118.81. The impact to the portfolio due to this purchase was 0.69%. The holdings were 1,000,000 shares as of 2017-03-31.

Added: AutoNation Inc (AN)

Bill Nygren added to the holdings in AutoNation Inc by 324.61%. The purchase prices were between $42.01 and $53.12, with an estimated average price of $47.79. The stock is now traded at around $40.76. The impact to the portfolio due to this purchase was 0.98%. The holdings were 4,900,000 shares as of 2017-03-31.

Added: Medtronic PLC (MDT)

Bill Nygren added to the holdings in Medtronic PLC by 48.78%. The purchase prices were between $70.61 and $83.3, with an estimated average price of $78.11. The stock is now traded at around $85.56. The impact to the portfolio due to this purchase was 0.4%. The holdings were 2,440,000 shares as of 2017-03-31.

Added: National Oilwell Varco Inc (NOV)

Bill Nygren added to the holdings in National Oilwell Varco Inc by 22.58%. The purchase prices were between $37.4 and $41.74, with an estimated average price of $38.97. The stock is now traded at around $32.77. The impact to the portfolio due to this purchase was 0.25%. The holdings were 5,429,000 shares as of 2017-03-31.

Sold Out: Halliburton Co (HAL)

Bill Nygren sold out the holdings in Halliburton Co. The sale prices were between $47.78 and $58.21, with an estimated average price of $53.78.

Sold Out: Sanofi SA (SNY)

Bill Nygren sold out the holdings in Sanofi SA. The sale prices were between $39.51 and $45.38, with an estimated average price of $42.42.



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