Bill Nygren Holdings Activity
Oakmark Select Fund Portfolio 13F
Oakmark Select Fund has disclosed a total of 18 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks is Bill Nygren buying now?
In the recent quarter Bill Nygren has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (IQV) IQVIA HOLDINGS INC (new buy), (COF) CAPITAL ONE FINANCIAL CORP (added shares +12.76%), (CBRE) CBRE GROUP INC - A (added shares +9.19%), (CRM) SALESFORCECOM INC (added shares +11.85%) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +8.93%).
What does Bill Nygren invest in?
Bill Nygren's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (9.34%), (LAD) LITHIA MOTORS INC (7.41%), (CBRE) CBRE GROUP INC - A (7.13%), (IQV) IQVIA HOLDINGS INC (6.92%) and (FCNCA) FIRST CITIZENS BCSHS -CL A (6.75%).
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.