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Bill Nygren

Oakmark Select Fund

Bill Nygren AirbnbInc stake

total: 60

Oakmark Select Fund ABNB trades

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2024 Q4
Held for:
6 quarters
Latest activity:
2025 Q4
According to 2026 Q1 report, Bill Nygren holds 2,804,900 AirbnbInc (ABNB) shares with a market value of roughly $354.20M accounting for 4.68% of the overall portfolio. To date, the estimated cost basis is nearly $127.4 for "buy" trades and estimated average "sell" price is $135.72. Oakmark Select Fund first purchased ABNB in 2024 Q4, initially acquiring about 1.71M shares. Since the initial investment in AirbnbInc (ABNB), Oakmark Select Fund has made 3 more transactions.

How many ABNB shares does Bill Nygren currently hold?

According to 2026 Q1 report, Bill Nygren holds 2,804,900 shares of AirbnbInc (ABNB), valued at around $354.20M.

When did Bill Nygren buy AirbnbInc (ABNB)?

Bill Nygren first invested in AirbnbInc (ABNB) in 2024 Q4 at the reported quarter-end price of $131.41 per share.

What's the cost basis of Oakmark Select Fund's ABNB stake?

The estimated cost basis for AirbnbInc (ABNB) stake is around $127.40 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$127.40
Weighted AVG sell price:
$135.72

Bill Nygren's historical trades in AirbnbInc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
4.66%
2,804,900
$135.72
$380,681,028
-13.35% (-432,000)
-0.78%
2025 Q2
5.87%
3,236,900
$132.34
$428,371,346
+14.54% (+410,900)
+0.75%
2025 Q1
4.83%
2,826,000
$119.46
$337,593,960
+65.46% (+1,118,000)
+1.91%
2024 Q4
3.17%
1,708,000
$131.41
$224,448,280
new
+3.17%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.