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William C. Nygren — Institutional Investor Profile | Buyside Digest

William C. Nygren

Institutional Investor • Oakmark Fund

Value

$114.0B

Stocks

50 Stocks (50 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

KDP(97.59%) CRM(0.11%) ICE(0.10%) GOOGL(0.10%) ABNB(0.10%)

About Investor

The firm emphasizes that portfolio managers should have the bulk of their investable capital in the funds they manage, ensuring alignment between management and shareholder interests. Harris Associates believes in taking contrarian positions when fundamental analysis supports the investment thesis, such as building substantial positions in out-of-favor sectors when valuations become attractive. The team maintains a long-term perspective focused on intrinsic value rather than short-term market movements. They employ generalist analysts rather than sector specialists to remain industry agnostic and focused on finding value regardless of which industries or geographies are in favor at the moment.

Investor Philosophy

Investment philosophy details pending verification.

William C. Nygren Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
KDP	None	Keurig Dr Pepper	Consumer Staples	$2403913.7M	97.6%	No Change
CRM	None	Salesforce, Inc.	Information Technology	$2734.5M	0.1%	No Change
ICE	None	Intercontinental Exchange	Financials	$2518.9M	0.1%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$2375.1M	0.1%	No Change
ABNB	None	Airbnb, Inc.	Consumer Discretionary	$2369.3M	0.1%	No Change
COP	None	ConocoPhillips	Energy	$2232.1M	0.1%	No Change
TRGP	None	Targa Resources	Energy	$2128.0M	0.1%	No Change
IQV	None	IQVIA Holdings Inc.	Health Care	$2044.5M	0.1%	No Change
SCHW	None	The Charles Schwab Corporation	Financials	$2005.8M	0.1%	No Change
COF	None	Capital One Financial Corporation	Financials	$1850.2M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Consumer Staples97.6%

Financials0.7%

Energy0.3%

Health Care0.3%

Information Technology0.3%

Sector	Stocks	Value	Exposure
Consumer Staples	2	$2404692.4M	97.6%
Financials	12	$16528.8M	0.7%
Energy	5	$7231.2M	0.3%
Health Care	5	$7053.7M	0.3%
Information Technology	4	$6337.3M	0.3%
Consumer Discretionary	4	$5071.2M	0.2%
Industrials	5	$4920.4M	0.2%
General	5	$4436.6M	0.2%
Communication Services	4	$3397.1M	0.1%
Materials	2	$1953.6M	0.1%
Real Estate	1	$851.4M	0.0%
Financial Services	1	$739.8M	0.0%