Bill Nygren

Bill Nygren | OAKMX

Mutual Fund
Oakmark Fund
Last update 2026-08-26 60 Stocks (4 new)
Value $22.71 Bil Turnover 7 %
Countries:
Top Holdings: TRGP(3.40%)DAL(3.31%)KDP(3.12%)ABNB(3.09%)C(3.06%)

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 News

Bill Nygren Portfolio and Latest Trades

Type:

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PSX
Phillips 66
2026-06-30
Reduce
Reduce
-1.81%
●
155.75 ($172.3) 184.68
$244.01
41.62%
Reduce -71.62%
924,438
-2,332,962
SYY
Sysco Corp
2026-06-30
New Buy
New Buy
+1.56%
●
71.16 ($75.63) 83.58
$81.94
8.34%
New holding
4,235,000
4,235,000
WBD
Warner Bros. Discovery Inc
2026-06-30
Sold Out
Sold Out
-1.21%
●
26.2 ($27.06) 27.55
$28.77
6.32%
Sold Out
0
-10,338,500
EOG
EOG Resources Inc
2026-06-30
Sold Out
Sold Out
-1.19%
●
128.43 ($136.35) 144.57
$143.35
5.13%
Sold Out
0
-1,926,263
MPC
Marathon Petroleum Corp
2026-06-30
Sold Out
Sold Out
-1.19%
●
213.69 ($245.48) 267.21
$368.83
50.25%
Sold Out
0
-1,144,000
CHTR
Charter Communications Inc
2026-06-30
Reduce
Reduce
-1.09%
●
125.54 ($167.67) 244.69
$153.62
-8.38%
Reduce -94.58%
67,800
-1,182,200
CMCSA
Comcast Corp
2026-06-30
Reduce
Reduce
-1.05%
●
22.32 ($25.85) 31.64
$27.06
4.68%
Reduce -78.44%
2,362,000
-8,593,100
GOOGL
Alphabet Inc
2026-06-30
Reduce
Reduce
-1.03%
●
287.56 ($358.82) 402.62
$346.59
-3.41%
Reduce -46.72%
960,481
-842,219
ACN
Accenture PLC
2026-06-30
Sold Out
Sold Out
-0.99%
●
124.44 ($174) 201.33
$189.61
8.97%
Sold Out
0
-1,165,000
GOOG
Alphabet Inc
2026-06-30
New Buy
New Buy
+0.95%
●
286.86 ($356.27) 399.04
$342.88
-3.76%
New holding
613,060
613,060
EQH
Equitable Holdings Inc
2026-06-30
New Buy
New Buy
+0.89%
●
37.11 ($41.73) 45.5
$50.20
20.30%
New holding
4,620,967
4,620,967
BKNG
Booking Holdings Inc
2026-06-30
New Buy
New Buy
+0.61%
●
154.13 ($170.55) 192.03
$205.63
20.57%
New holding
780,000
780,000
MRSH
Marsh
2026-06-30
Add
Add
+0.50%
●
157.32 ($167.26) 182.57
$192.64
15.17%
Add 46.99%
2,146,000
686,000
SYF
Synchrony Financial
2026-06-30
Add
Add
+0.46%
●
68.02 ($73.36) 78.69
$78.05
6.39%
Add 57.57%
3,735,000
1,364,600
TRGP
Targa Resources Corp
2026-06-30
Reduce
Reduce
-0.43%
●
231.51 ($256.87) 276.75
$287.82
12.05%
Reduce -12.19%
2,882,000
-400,000
COP
ConocoPhillips
2026-06-30
Reduce
Reduce
-0.42%
●
103.96 ($118.74) 132
$130.35
9.78%
Reduce -12.25%
5,373,602
-750,000
STT
State Street Corp
2026-06-30
Reduce
Reduce
-0.38%
●
126.56 ($153.76) 173.73
$193.33
25.73%
Reduce -25.17%
2,107,700
-709,000
ADBE
Adobe Inc
2026-06-30
Add
Add
+0.30%
●
193.41 ($237) 274.03
$291.52
23.00%
Add 34.41%
1,289,000
330,000
COF
Capital One Financial Corp
2026-06-30
Add
Add
+0.28%
●
177.62 ($191.15) 206.47
$215.67
12.83%
Add 11.94%
3,018,000
322,000
ROP
Roper Technologies Inc
2026-06-30
Add
Add
+0.25%
●
316.25 ($341.24) 364.73
$426.20
24.90%
Add 22.45%
911,000
167,000
RJF
Raymond James Financial Inc
2026-06-30
Add
Add
+0.17%
●
141.74 ($151.69) 159.37
$179.36
18.24%
Add 14.61%
1,945,000
248,000
FCNCA
First Citizens BancShares Inc
2026-06-30
Reduce
Reduce
-0.16%
●
1884.66 ($2003.36) 2117.29
$2,194.07
9.52%
Reduce -6.75%
276,500
-20,000
CRM
Salesforce Inc
2026-06-30
Add
Add
+0.15%
●
150.12 ($176.02) 209.6
$256.00
45.44%
Add 6.47%
3,553,000
216,000
ELV
Elevance Health Inc
2026-06-30
Reduce
Reduce
-0.14%
●
292.75 ($369.62) 424.43
$394.43
6.71%
Reduce -6.32%
1,705,000
-115,000
EFX
Equifax Inc
2026-06-30
Reduce
Reduce
-0.14%
●
151.93 ($170.6) 198.45
$194.35
13.92%
Reduce -7.89%
2,180,000
-186,700
CDW
CDW Corp
2026-06-30
Add
Add
+0.13%
●
99.3 ($125.51) 142.44
$147.69
17.67%
Add 10.07%
2,251,855
206,055
DAL
Delta Air Lines Inc
2026-06-30
Reduce
Reduce
-0.13%
●
65.62 ($75.35) 93.66
$80.07
6.26%
Reduce -5.31%
8,020,100
-450,000
SCHW
Charles Schwab Corp
2026-06-30
Add
Add
+0.12%
●
85.35 ($91.24) 100.27
$110.16
20.74%
Add 5.12%
6,058,075
295,000
ZBH
Zimmer Biomet Holdings Inc
2026-06-30
Reduce
Reduce
-0.12%
●
79.58 ($87.73) 96.52
$100.91
15.02%
Reduce -5.15%
5,621,292
-305,000
WTW
Willis Towers Watson PLC
2026-06-30
Reduce
Reduce
-0.12%
●
242.12 ($267.88) 297.84
$343.75
28.32%
Reduce -4.86%
1,939,000
-99,000
AMRZ
Amrize Ltd
2026-06-30
Add
Add
+0.12%
●
48.29 ($54.18) 59.96
$44.67
-17.55%
Add 8.86%
6,094,000
496,000
NKE
Nike Inc
2026-06-30
Reduce
Reduce
-0.11%
●
40.75 ($44.13) 52.82
$39.60
-10.27%
Reduce -7.17%
6,471,500
-500,000
C
Citigroup Inc
2026-06-30
Reduce
Reduce
-0.10%
●
113.41 ($129.91) 145.67
$132.90
2.30%
Reduce -3.88%
4,958,800
-200,000
ICE
Intercontinental Exchange Inc
2026-06-30
Add
Add
+0.10%
●
122.91 ($150.17) 167.79
$162.33
8.10%
Add 4.27%
4,420,200
181,000
RGA
Reinsurance Group of America Inc
2026-06-30
Reduce
Reduce
-0.10%
●
195.11 ($208.56) 215.28
$245.54
17.73%
Reduce -5.8%
1,883,028
-116,000
ABNB
Airbnb Inc
2026-06-30
Reduce
Reduce
-0.09%
●
124.95 ($136.24) 147.17
$189.43
39.04%
Reduce -3.33%
4,911,000
-169,000
ALLY
Ally Financial Inc
2026-06-30
Reduce
Reduce
-0.09%
●
39.23 ($43.31) 47.25
$42.18
-2.61%
Reduce -3.98%
13,275,877
-550,000
STZ
Constellation Brands Inc
2026-06-30
Reduce
Reduce
-0.09%
●
135.4 ($148.67) 166.15
$130.69
-12.09%
Reduce -8.25%
1,490,000
-134,000
GPN
Global Payments Inc
2026-06-30
Add
Add
+0.09%
●
62.47 ($68.82) 75.51
$91.82
33.42%
Add 4.68%
5,976,800
267,000
IQV
IQVIA Holdings Inc
2026-06-30
Reduce
Reduce
-0.09%
●
156.66 ($174.32) 193.28
$261.75
50.15%
Reduce -4.4%
2,565,300
-118,000
KDP
Keurig Dr Pepper Inc
2026-06-30
Reduce
Reduce
-0.09%
●
25.31 ($29.09) 33.5
$32.17
10.59%
Reduce -3.6%
21,622,700
-808,000
CG
The Carlyle Group Inc
2026-06-30
Add
Add
+0.08%
●
40.52 ($46.99) 52.68
$49.09
4.47%
Add 6.64%
7,162,200
446,000
MRK
Merck & Co Inc
2026-06-30
Reduce
Reduce
-0.08%
●
109.18 ($117.1) 129.38
$148.35
26.69%
Reduce -2.89%
5,309,000
-158,000
GEHC
GE HealthCare Technologies Inc
2026-06-30
Reduce
Reduce
-0.07%
●
59.49 ($65.81) 74.67
$71.72
8.99%
Reduce -3.59%
5,954,000
-222,000
CTVA
Corteva Inc
2026-06-30
Reduce
Reduce
-0.06%
●
74.46 ($80.35) 85.46
$83.90
4.42%
Reduce -2.26%
7,563,700
-175,000
GPC
Genuine Parts Co
2026-06-30
Reduce
Reduce
-0.06%
●
92.47 ($104.4) 117.98
$137.51
31.71%
Reduce -7.27%
1,646,000
-129,000
AMZN
Amazon.com Inc
2026-06-30
Reduce
Reduce
-0.05%
●
208.27 ($250.33) 274.99
$266.43
6.43%
Reduce -4.74%
1,247,000
-62,000
FISV
Fiserv Inc
2026-06-30
Add
Add
+0.05%
●
47.18 ($55.89) 64.14
$53.18
-4.85%
Add 2.28%
10,152,200
226,000
BAC
Bank of America Corp
2026-06-30
Reduce
Reduce
-0.04%
●
48.75 ($53.11) 58.19
$62.32
17.34%
Reduce -2.83%
6,859,900
-200,000
CBRE
CBRE Group Inc
2026-06-30
Reduce
Reduce
-0.04%
●
124.64 ($137.73) 153.52
$150.82
9.50%
Reduce -5.77%
1,258,000
-77,000
GM
General Motors Co
2026-06-30
Add
Add
+0.04%
●
72.54 ($78.5) 84.35
$86.27
9.90%
Add 2.18%
5,295,100
113,000
TEL
TE Connectivity PLC
2026-06-30
Add
Add
+0.04%
●
196.07 ($213.01) 247.66
$202.66
-4.86%
Add 5.82%
873,444
48,000
AIG
American International Group Inc
2026-06-30
Reduce
Reduce
-0.03%
●
72.55 ($75.99) 78.77
$76.93
1.24%
Reduce -1.4%
6,839,039
-97,000
MAS
Masco Corp
2026-06-30
Reduce
Reduce
-0.02%
●
59.1 ($69.62) 81.37
$73.25
5.21%
Reduce -1.98%
3,289,100
-66,300
NDAQ
Nasdaq Inc
2026-06-30
Reduce
Reduce
-0.01%
●
76.85 ($87.67) 92.81
$99.31
13.28%
Reduce -0.43%
3,725,305
-16,000
NFLX
Netflix Inc
2026-06-30
Reduce
Reduce
-0.01%
●
70.9 ($88.2) 107.79
$81.72
-7.35%
Reduce -0.46%
3,659,500
-17,000
NFLX
Netflix Inc
2026-03-31
New Buy
New Buy
+1.51%
●
75.86 ($88.11) 99.17
$81.72
-7.25%
New holding
3,676,500
3,676,500
DE
Deere & Co
2026-03-31
Sold Out
Sold Out
-1.49%
●
466.1 ($564.15) 662.49
$630.33
11.73%
Sold Out
0
-774,310
FISV
Fiserv Inc
2026-03-31
Add
Add
+1.20%
●
53.9 ($61.88) 69.85
$53.18
-14.06%
Add 104.28%
9,926,200
5,067,100
ROP
Roper Technologies Inc
2026-03-31
New Buy
New Buy
+1.12%
●
315.53 ($368.91) 437.6
$426.20
15.53%
New holding
744,000
744,000
MRSH
Marsh
2026-03-31
New Buy
New Buy
+1.08%
●
169.17 ($179.79) 189.75
$192.64
7.15%
New holding
1,460,000
1,460,000
WBD
Warner Bros. Discovery Inc
2026-03-31
Reduce
Reduce
-1.08%
●
26.76 ($28) 29.15
$28.77
2.75%
Reduce -46.78%
10,338,500
-9,088,000
RJF
Raymond James Financial Inc
2026-03-31
New Buy
New Buy
+1.05%
●
140.89 ($158.61) 173.67
$179.36
13.08%
New holding
1,697,000
1,697,000
ADBE
Adobe Inc
2026-03-31
New Buy
New Buy
+0.99%
●
234.84 ($277.01) 339.04
$291.52
5.24%
New holding
959,000
959,000
ACN
Accenture PLC
2026-03-31
New Buy
New Buy
+0.99%
●
191.5 ($233) 288.54
$189.61
-18.62%
New holding
1,165,000
1,165,000
SYF
Synchrony Financial
2026-03-31
New Buy
New Buy
+0.69%
●
63.78 ($72.72) 88.47
$78.05
7.33%
New holding
2,370,400
2,370,400
CRM
Salesforce Inc
2026-03-31
Add
Add
+0.65%
●
178.16 ($207.19) 266.12
$256.00
23.56%
Add 32.47%
3,337,000
818,000
PSX
Phillips 66
2026-03-31
Reduce
Reduce
-0.64%
●
130.57 ($156.7) 188.28
$244.01
55.72%
Reduce -26.84%
3,257,400
-1,195,000
COP
ConocoPhillips
2026-03-31
Reduce
Reduce
-0.60%
●
93.94 ($110.73) 133.8
$130.35
17.72%
Reduce -20.18%
6,123,602
-1,548,000
GM
General Motors Co
2026-03-31
Reduce
Reduce
-0.52%
●
72.39 ($79.5) 86.38
$86.27
8.52%
Reduce -23.15%
5,182,100
-1,561,000
APA
APA Corp
2026-03-31
Sold Out
Sold Out
-0.52%
●
23.39 ($30.23) 44.39
$42.54
40.72%
Sold Out
0
-5,102,209
BAX
Baxter International Inc
2026-03-31
Sold Out
Sold Out
-0.50%
●
15.8 ($19.35) 22.27
$26.13
35.04%
Sold Out
0
-6,300,000
EOG
EOG Resources Inc
2026-03-31
Reduce
Reduce
-0.48%
●
102.55 ($121.36) 149.89
$143.35
18.12%
Reduce -36.56%
1,926,263
-1,110,000
CE
Celanese Corp
2026-03-31
Sold Out
Sold Out
-0.47%
●
42.16 ($52.22) 65.77
$45.00
-13.83%
Sold Out
0
-2,700,000
MRK
Merck & Co Inc
2026-03-31
Reduce
Reduce
-0.43%
●
106.45 ($115.45) 123.93
$148.35
28.50%
Reduce -15.27%
5,467,000
-985,000
TRGP
Targa Resources Corp
2026-03-31
Reduce
Reduce
-0.38%
●
174.55 ($216.86) 250.73
$287.82
32.72%
Reduce -13.22%
3,282,000
-500,000
MPC
Marathon Petroleum Corp
2026-03-31
Reduce
Reduce
-0.33%
●
165.14 ($201.92) 251.91
$368.83
82.66%
Reduce -30.41%
1,144,000
-500,000
MAS
Masco Corp
2026-03-31
Reduce
Reduce
-0.32%
●
58.6 ($67.62) 77.82
$73.25
8.33%
Reduce -26.68%
3,355,400
-1,221,000
C
Citigroup Inc
2026-03-31
Reduce
Reduce
-0.20%
●
105.5 ($113.88) 123.77
$132.90
16.70%
Reduce -7.45%
5,158,800
-415,000
WFC
Wells Fargo & Co
2026-03-31
Reduce
Reduce
-0.19%
●
74.1 ($85.89) 96.39
$86.69
0.93%
Reduce -12.09%
3,592,000
-494,000
AMZN
Amazon.com Inc
2026-03-31
Add
Add
+0.14%
●
198.79 ($220.17) 247.38
$266.43
21.01%
Add 13.33%
1,309,000
154,000
GOOGL
Alphabet Inc
2026-03-31
Reduce
Reduce
-0.13%
●
273.5 ($314.21) 343.69
$346.59
10.31%
Reduce -5.18%
1,802,700
-98,500
CBRE
CBRE Group Inc
2026-03-31
Reduce
Reduce
-0.13%
●
131.77 ($151.95) 171.61
$150.82
-0.74%
Reduce -13.03%
1,335,000
-200,000
DAL
Delta Air Lines Inc
2026-03-31
Reduce
Reduce
-0.12%
●
57.94 ($67.33) 75.35
$80.07
18.92%
Reduce -4.87%
8,470,100
-434,000
ICE
Intercontinental Exchange Inc
2026-03-31
Add
Add
+0.10%
●
149.83 ($163.13) 175.1
$162.33
-0.49%
Add 3.49%
4,239,200
143,000
ZBH
Zimmer Biomet Holdings Inc
2026-03-31
Add
Add
+0.09%
●
85.71 ($91.76) 100.99
$100.91
9.97%
Add 4.11%
5,926,292
234,000
BAC
Bank of America Corp
2026-03-31
Reduce
Reduce
-0.08%
●
46.72 ($51.6) 57.25
$62.32
20.78%
Reduce -4.75%
7,059,900
-352,000
CHTR
Charter Communications Inc
2026-03-31
Reduce
Reduce
-0.08%
●
182.81 ($216.63) 248.19
$153.62
-29.09%
Reduce -7.01%
1,250,000
-94,215
CMCSA
Comcast Corp
2026-03-31
Add
Add
+0.08%
●
27.42 ($29.89) 32.48
$27.06
-9.47%
Add 5.99%
10,955,100
619,000
CTVA
Corteva Inc
2026-03-31
Reduce
Reduce
-0.08%
●
67.76 ($75.32) 83.71
$83.90
11.39%
Reduce -3.65%
7,738,700
-293,000
GPN
Global Payments Inc
2026-03-31
Add
Add
+0.08%
●
65.9 ($73.75) 82.47
$91.82
24.50%
Add 5.18%
5,709,800
281,000
AIG
American International Group Inc
2026-03-31
Reduce
Reduce
-0.07%
●
71.89 ($76.5) 84.38
$76.93
0.56%
Reduce -2.8%
6,936,039
-200,000
CDW
CDW Corp
2026-03-31
Add
Add
+0.07%
●
113.48 ($126.36) 143.44
$147.69
16.88%
Add 6.73%
2,045,800
129,000
ABNB
Airbnb Inc
2026-03-31
Reduce
Reduce
-0.05%
●
115.96 ($130.05) 140.07
$189.43
45.66%
Reduce -1.72%
5,080,000
-89,000
STT
State Street Corp
2026-03-31
Reduce
Reduce
-0.05%
●
120.22 ($127.89) 136.29
$193.33
51.17%
Reduce -2.93%
2,816,700
-85,000
ELV
Elevance Health Inc
2026-03-31
Add
Add
+0.04%
●
280.74 ($328.66) 381.93
$394.43
20.01%
Add 2.02%
1,820,000
36,000
EFX
Equifax Inc
2026-03-31
Add
Add
+0.04%
●
169.5 ($198.61) 226.96
$194.35
-2.14%
Add 2.42%
2,366,700
56,000
WTW
Willis Towers Watson PLC
2026-03-31
Add
Add
+0.04%
●
280.09 ($306.82) 339.74
$343.75
12.04%
Add 1.54%
2,038,000
31,000
RGA
Reinsurance Group of America Inc
2026-03-31
Add
Add
+0.03%
●
194.33 ($206.8) 225.36
$245.54
18.73%
Add 2.04%
1,999,028
40,000
IQV
IQVIA Holdings Inc
2026-03-31
Reduce
Reduce
-0.02%
●
161.91 ($195.1) 244.29
$261.75
34.16%
Reduce -0.96%
2,683,300
-26,000
100/Page
Total 1483
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