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Oakmark Select Fund IT trades

Bill Nygren

Bill Nygren Gartner Inc stake

total: 60

Trades details

Total transactions:
2
New positions:
1
Added:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Bill Nygren holds 1,394,000 Gartner Inc (IT) shares with a market value of roughly $180.69M accounting for 2.17% of the overall portfolio. To date, the estimated cost basis is nearly $154.98 for "buy" trades. Oakmark Select Fund first purchased IT in 2026 Q1, initially acquiring about 1.23M shares. Since the initial investment in Gartner Inc (IT), Oakmark Select Fund has made 1 more transaction.

How many IT shares does Bill Nygren currently hold?

According to 2026 Q2 report, Bill Nygren holds 1,394,000 shares of Gartner Inc (IT), valued at around $180.69M.

When did Bill Nygren buy Gartner Inc (IT)?

Bill Nygren first invested in Gartner Inc (IT) in 2026 Q1 at the reported quarter-end price of $158.34 per share.

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

The estimated cost basis for Gartner Inc (IT) stake is around $154.98 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$154.98

Bill Nygren's historical trades in Gartner Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.17%
1,394,000
$129.62
$180,690,280
+13.24% (+163,000)
+0.25%
2026 Q1
2.58%
1,231,000
$158.34
$194,916,540
new
+2.58%
* 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.