Manager
Bill Nygren / Oakmark
SEC filing name: HARRIS ASSOCIATES L P
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | WARNER BROS DISCOVERY INC | -45,980,770 | -1.67 pp |
| Reduce | DEERE & CO | -2,616,555 | -1.46 pp |
| Add | NETFLIX INC. | +9,827,233 | +1.26 pp |
| New | MARSH & MCLENNAN COS INC | +5,169,119 | +1.19 pp |
| New | SUNBELT RENTALS HOLDINGS INC | +11,653,333 | +1.01 pp |
| Reduce | CAPITAL ONE FINL CORP | -467,648 | -0.80 pp |
| New | ROPER TECHNOLOGIES INC | +1,729,546 | +0.82 pp |
| New | ACCENTURE PLC IRELAND | +2,891,902 | +0.76 pp |
| New | ADOBE INC | +2,293,821 | +0.74 pp |
| New | RAYMOND JAMES FINL INC | +3,425,321 | +0.66 pp |
| Add | IQVIA HLDGS INC | +863,557 | -0.46 pp |
| Reduce | GENERAL MTRS CO | -3,950,036 | -0.45 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000081391726000038 | Q1 2026 | 158 | 75,031,782,060 | 13F-HR | 5/15/2026 | HARRIS ASSOCIATES L P |
| 000081391726000022 | Q4 2025 | 168 | 79,121,382,151 | 13F-HR | 2/17/2026 | HARRIS ASSOCIATES L P |
| 000081391725000007 | Q3 2025 | 177 | 62,375,897,737 | 13F-HR | 11/14/2025 | HARRIS ASSOCIATES L P |
| 000141588925021935 | Q2 2025 | 171 | 61,501,169,028 | 13F-HR | 8/14/2025 | HARRIS ASSOCIATES L P |
| 000141588925013201 | Q1 2025 | 158 | 59,549,362,885 | 13F-HR | 5/15/2025 | HARRIS ASSOCIATES L P |
| 000141588925004109 | Q4 2024 | 153 | 75,993,745,697 | 13F-HR | 2/14/2025 | HARRIS ASSOCIATES L P |
| 000141588924026858 | Q3 2024 | 146 | 76,621,179,647 | 13F-HR | 11/14/2024 | HARRIS ASSOCIATES L P |