Bill Nygren Holdings Activity
Oakmark Select Fund Portfolio 13F
Oakmark Select Fund has disclosed a total of 22 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 8, bought 4 totally new, decreased the number of shares of 7 and completely sold out 3 position(s).
What stocks is Bill Nygren buying now?
In the recent quarter Bill Nygren has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (KKR) KKR & CO INC (new buy), (CRM) SALESFORCECOM INC (new buy), (WBD) WARNER BROS DISCOVERY INC (new buy), (WFC) WELLS FARGO & CO (new buy) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +27.73%).
What does Bill Nygren invest in?
Bill Nygren's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (8.65%), (FCNCA) FIRST CITIZENS BCSHS -CL A (6.55%), (CBRE) CBRE GROUP INC - A (6.05%), (NFLX) NETFLIX INC (5.77%) and (CHTR) CHARTER COMMUNICATIONS INC-A (5.39%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.