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Bill Nygren

Oakmark Select Fund

Bill Nygren Charles River Laboratories stake

total: 60

Oakmark Select Fund CRL trades

Total transactions:
4
New positions:
1
Added:
3
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Bill Nygren holds 1,398,000 Charles River Laboratories (CRL) shares with a market value of roughly $241.16M accounting for 3.19% of the overall portfolio. To date, the estimated cost basis is nearly $164.29 for "buy" trades. Oakmark Select Fund first purchased CRL in 2025 Q2, initially acquiring 678,000 shares. Since the initial investment in Charles River Laboratories (CRL), Oakmark Select Fund has made 3 more transactions.

How many CRL shares does Bill Nygren currently hold?

According to 2026 Q1 report, Bill Nygren holds 1,398,000 shares of Charles River Laboratories (CRL), valued at around $241.16M.

When did Bill Nygren buy Charles River Laboratories (CRL)?

Bill Nygren first invested in Charles River Laboratories (CRL) in 2025 Q2 at the reported quarter-end price of $151.73 per share.

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

The estimated cost basis for Charles River Laboratories (CRL) stake is around $164.29 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$164.29

Bill Nygren's historical trades in Charles River Laboratories

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
3.19%
1,398,000
$172.50
$241,155,000
+39.24% (+394,000)
+0.9%
2025 Q4
2.45%
1,004,000
$199.48
$200,277,920
+22.14% (+182,000)
+0.44%
2025 Q3
1.71%
822,000
$156.46
$128,610,120
+21.24% (+144,000)
+0.3%
2025 Q2
1.41%
678,000
$151.73
$102,872,940
new
+1.41%
* 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.