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Harris Associates L P activity

Every position Bill Nygren / Oakmark opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 12
Add 51
Reduce 84
Exit 7

154 shown

Ticker Action Δ weight Detail Period
BKNG New 0% to 0.37% $278M Q1→Q2
COO New 0% to 0.07% $55M Q1→Q2
BIRK New 0% to 0.01% $8M Q1→Q2
AMD New 0% to <0.01% $508K Q1→Q2
INTC New 0% to <0.01% $245K Q1→Q2
RSP New 0% to <0.01% $206K Q1→Q2
IJK New 0% to <0.01% $34K Q1→Q2
IJR New 0% to <0.01% $26K Q1→Q2
XT New 0% to <0.01% $47K Q1→Q2
MU New 0% to <0.01% $208K Q1→Q2
PUK New 0% to <0.01% $205K Q1→Q2
VUG New 0% to <0.01% $144K Q1→Q2
FLUT Exit 0.15% to 0% $115M Q1→Q2
SEE Exit 0.07% to 0% $54M Q1→Q2
GRFS Exit 0.02% to 0% $15M Q1→Q2
XOM Exit <0.01% to 0% $249K Q1→Q2
MBB Exit <0.01% to 0% $3K Q1→Q2
USIG Exit <0.01% to 0% $3K Q1→Q2
NUV Exit <0.01% to 0% $134K Q1→Q2
SYY Add 1.1% to 1.8% +48.0% sh Q1→Q2
MMC Add 1.2% to 1.9% +68.1% sh Q1→Q2
ELV Add 1.9% to 2.5% +2.7% sh Q1→Q2
GOOG Add 0.34% to 0.91% +118.4% sh Q1→Q2
EQH Add <0.01% to 0.55% +33495.5% sh Q1→Q2
COF Add 2.5% to 3.1% +11.0% sh Q1→Q2
BAC Add 1.2% to 1.7% +22.1% sh Q1→Q2
ICE Add 3.4% to 3.0% +10.5% sh Q1→Q2
ICLR Add 0.64% to 1.0% +2.7% sh Q1→Q2
CRM Add 3.7% to 3.4% +8.3% sh Q1→Q2
IQV Add 2.8% to 3.1% 0.0% sh Q1→Q2
SYF Add 0.42% to 0.75% +59.8% sh Q1→Q2
SCHW Add 2.7% to 3.0% +11.0% sh Q1→Q2
NFLX Add 1.3% to 1.0% +11.7% sh Q1→Q2
CRL Add 0.50% to 0.67% +4.1% sh Q1→Q2
GPN Add 1.1% to 1.2% +8.9% sh Q1→Q2
CDW Add 0.87% to 1.0% +3.0% sh Q1→Q2
FBIN Add 0.38% to 0.56% +3.4% sh Q1→Q2
AER Add 1.1% to 1.3% +9.5% sh Q1→Q2
CRBG Add 0.79% to 0.95% +0.7% sh Q1→Q2
UNP Add 1.2% to 1.4% +1.6% sh Q1→Q2
AMRZ Add 0.85% to 0.99% +23.3% sh Q1→Q2
GLW Add 0.13% to 0.23% +19.7% sh Q1→Q2
CG Add 1.1% to 0.99% +6.5% sh Q1→Q2
CPNG Add 0.25% to 0.33% +43.2% sh Q1→Q2
RJF Add 0.66% to 0.74% +7.8% sh Q1→Q2
ROP Add 0.82% to 0.89% +14.2% sh Q1→Q2
NDAQ Add 0.91% to 0.85% +1.0% sh Q1→Q2
PAYC Add 0.53% to 0.57% +4.3% sh Q1→Q2
ADBE Add 0.74% to 0.77% +23.3% sh Q1→Q2
MSFT Add <0.01% to 0.03% +915.4% sh Q1→Q2
WDAY Add <0.01% to 0.03% +1552.2% sh Q1→Q2
TEL Add 0.78% to 0.81% +8.2% sh Q1→Q2
CNH Add 0.85% to 0.88% +1.6% sh Q1→Q2
ABM Add 0.15% to 0.17% +1.0% sh Q1→Q2
FISV Add 1.5% to 1.4% +12.5% sh Q1→Q2
BDX Add 0.47% to 0.47% +5.8% sh Q1→Q2
HLN Add 0.20% to 0.21% +12.0% sh Q1→Q2
MTN Add 0.13% to 0.14% +2.5% sh Q1→Q2
BABA Add <0.01% to <0.01% +14.7% sh Q1→Q2
CIGI Add 0.04% to 0.04% +13.1% sh Q1→Q2
META Add <0.01% to <0.01% +4.3% sh Q1→Q2
JPM Add <0.01% to <0.01% +6.9% sh Q1→Q2
NVDA Add <0.01% to <0.01% +0.1% sh Q1→Q2
PEP Add <0.01% to <0.01% +21.0% sh Q1→Q2
PM Add <0.01% to <0.01% +19.5% sh Q1→Q2
SAP Add <0.01% to <0.01% +15.1% sh Q1→Q2
UL Add <0.01% to <0.01% +9.5% sh Q1→Q2
VTV Add <0.01% to <0.01% +70.7% sh Q1→Q2
WMT Add <0.01% to <0.01% +42.4% sh Q1→Q2
WMG Add 0.05% to 0.06% 0.0% sh Q1→Q2
PSX Reduce 2.2% to 0.39% −80.8% sh Q1→Q2
CHTR Reduce 1.2% to 0.02% −97.6% sh Q1→Q2
WBD Reduce 1.2% to 0.17% −85.4% sh Q1→Q2
COP Reduce 3.1% to 2.1% −12.9% sh Q1→Q2
MPC Reduce 0.91% to 0.08% −91.8% sh Q1→Q2
CMCSA Reduce 1.0% to 0.23% −72.9% sh Q1→Q2
KDP Reduce 3.3% to 4.0% −0.2% sh Q1→Q2
EOG Reduce 0.80% to 0.04% −94.1% sh Q1→Q2
DAL Reduce 1.6% to 2.2% −3.7% sh Q1→Q2
ABNB Reduce 3.2% to 3.6% −1.6% sh Q1→Q2
CNC Reduce 0.62% to 0.95% −21.1% sh Q1→Q2
ACN Reduce 0.76% to 0.45% −4.7% sh Q1→Q2
WTW Reduce 2.3% to 2.1% −1.8% sh Q1→Q2
NKE Reduce 1.0% to 0.78% −2.5% sh Q1→Q2
GOOGL Reduce 3.2% to 3.0% −25.4% sh Q1→Q2
EFX Reduce 1.8% to 1.6% −1.1% sh Q1→Q2
C Reduce 1.4% to 1.6% −5.6% sh Q1→Q2
ALLY Reduce 1.4% to 1.6% −1.2% sh Q1→Q2
MAS Reduce 0.69% to 0.90% −3.2% sh Q1→Q2
GEHC Reduce 1.5% to 1.3% −1.7% sh Q1→Q2
IT Reduce 0.66% to 0.49% −9.2% sh Q1→Q2
AMZN Reduce 1.3% to 1.5% −2.3% sh Q1→Q2
FCNCA Reduce 2.4% to 2.5% −3.0% sh Q1→Q2
LBRDA Reduce 0.27% to 0.12% −34.5% sh Q1→Q2
DE Reduce 0.39% to 0.26% −39.6% sh Q1→Q2
MOH Reduce 0.17% to 0.29% −2.1% sh Q1→Q2
WAT Reduce 0.11% to 0.01% −93.6% sh Q1→Q2
ZBH Reduce 1.6% to 1.5% −1.7% sh Q1→Q2
CBRE Reduce 1.2% to 1.1% −6.4% sh Q1→Q2
LAD Reduce 0.65% to 0.74% −2.1% sh Q1→Q2
TRGP Reduce 2.9% to 2.8% −9.0% sh Q1→Q2
STZ Reduce 0.65% to 0.57% −4.2% sh Q1→Q2
FMX Reduce 0.33% to 0.26% −31.3% sh Q1→Q2
MRK Reduce 2.0% to 2.1% −2.4% sh Q1→Q2
AIG Reduce 2.1% to 2.0% −1.2% sh Q1→Q2
STT Reduce 1.0% to 1.1% −22.5% sh Q1→Q2
URI Reduce 1.0% to 1.0% −10.2% sh Q1→Q2
V Reduce 0.29% to 0.32% −0.8% sh Q1→Q2
WFC Reduce 1.2% to 1.2% −0.8% sh Q1→Q2
ALSN Reduce 0.08% to 0.06% −24.3% sh Q1→Q2
CTVA Reduce 1.9% to 1.8% −1.9% sh Q1→Q2
GPC Reduce 0.55% to 0.57% −7.1% sh Q1→Q2
HCA Reduce 0.10% to 0.08% −2.6% sh Q1→Q2
ORCL Reduce 0.15% to 0.13% −12.1% sh Q1→Q2
AXP Reduce 0.08% to 0.09% −0.1% sh Q1→Q2
AAPL Reduce 0.04% to 0.05% −0.2% sh Q1→Q2
BLK Reduce 0.07% to 0.06% −18.3% sh Q1→Q2
NVST Reduce 0.11% to 0.10% −15.5% sh Q1→Q2
GM Reduce 1.3% to 1.4% −1.9% sh Q1→Q2
KB Reduce 0.01% to <0.01% −97.7% sh Q1→Q2
MA Reduce 0.08% to 0.07% −14.9% sh Q1→Q2
MDLZ Reduce 0.43% to 0.42% −2.0% sh Q1→Q2
TXN Reduce 0.01% to 0.02% −2.6% sh Q1→Q2
THO Reduce 0.10% to 0.09% −4.0% sh Q1→Q2
WEN Reduce 0.05% to 0.06% −5.8% sh Q1→Q2
ABBV Reduce <0.01% to <0.01% −9.8% sh Q1→Q2
AMAT Reduce <0.01% to <0.01% −11.6% sh Q1→Q2
ALV Reduce 0.03% to 0.03% −8.0% sh Q1→Q2
BK Reduce 0.01% to 0.01% −1.3% sh Q1→Q2
BRK.B Reduce 0.02% to 0.02% −0.7% sh Q1→Q2
BWA Reduce 0.02% to 0.02% −12.8% sh Q1→Q2
AVGO Reduce <0.01% to <0.01% −1.9% sh Q1→Q2
BC Reduce 0.22% to 0.21% −14.3% sh Q1→Q2
CVS Reduce 0.05% to 0.05% −32.0% sh Q1→Q2
CSL Reduce <0.01% to <0.01% −8.4% sh Q1→Q2
COST Reduce <0.01% to <0.01% −1.1% sh Q1→Q2
CCK Reduce 0.03% to 0.03% −0.4% sh Q1→Q2
DEO Reduce <0.01% to <0.01% −12.1% sh Q1→Q2
DOV Reduce <0.01% to <0.01% −5.5% sh Q1→Q2
GS Reduce 0.03% to 0.04% −5.0% sh Q1→Q2
HLT Reduce 0.04% to 0.04% −10.8% sh Q1→Q2
IDXX Reduce <0.01% to <0.01% −5.6% sh Q1→Q2
SGOV Reduce <0.01% to <0.01% −15.7% sh Q1→Q2
OPLN Reduce 0.02% to 0.02% −32.4% sh Q1→Q2
KKR Reduce 0.05% to 0.04% −7.0% sh Q1→Q2
LEA Reduce <0.01% to <0.01% −4.2% sh Q1→Q2
LBRDA Reduce <0.01% to <0.01% −74.2% sh Q1→Q2
LLY Reduce <0.01% to <0.01% −4.2% sh Q1→Q2
RGA Reduce 1.3% to 1.3% −3.4% sh Q1→Q2
RYAAY Reduce 0.07% to 0.07% −6.6% sh Q1→Q2
SPY Reduce 0.01% to <0.01% −72.1% sh Q1→Q2
TFC Reduce <0.01% to <0.01% −17.2% sh Q1→Q2
Cushman And Wakefield Reduce 0.03% to 0.03% −1.4% sh Q1→Q2
Ermenegildo Zegna Reduce 0.04% to 0.04% −16.4% sh Q1→Q2