What did Bill Nygren actually do?

A source-backed history of material decisions from Harris Associates L P (Oakmark Funds). We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 40
Stocks observed: 21
Outcomes observed: 40

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 14, 2026
45d lag
GOOGLTRIM-25.4%
Bill Nygren · 3.2% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
BACADD+22.1%
Bill Nygren · 1.8% of reported portfolio
Original SEC filing ↗
-15.3% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
WBDTRIM-85.4%
Bill Nygren · 1.2% of reported portfolio
Original SEC filing ↗
+10.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
CMCSATRIM-72.9%
Bill Nygren · 1.0% of reported portfolio
Original SEC filing ↗
-15.5% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
GOOGADD+118.4%
Bill Nygren · 0.9% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADBEADD+23.3%
Bill Nygren · 0.8% of reported portfolio
Original SEC filing ↗
-6.3% vs SPY
34 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
CRMADD+52.4%
Bill Nygren · 3.7% of reported portfolio
Original SEC filing ↗
+1.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
WBDTRIM-58.3%
Bill Nygren · 2.9% of reported portfolio
Original SEC filing ↗
-1.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
FISVADD+26.9%
Bill Nygren · 1.5% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADBENEWNEW
Bill Nygren · 0.7% of reported portfolio
Original SEC filing ↗
-5.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
GOOGLTRIM-21.8%
Bill Nygren · 4.4% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
BACTRIM-26.9%
Bill Nygren · 2.2% of reported portfolio
Original SEC filing ↗
-12.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
FISVADD+130.0%
Bill Nygren · 1.3% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
CMCSAADD+24.5%
Bill Nygren · 1.0% of reported portfolio
Original SEC filing ↗
-28.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
UNPADD+149.5%
Bill Nygren · 1.1% of reported portfolio
Original SEC filing ↗
-3.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
FLUTADD+58.9%
Bill Nygren · 0.3% of reported portfolio
Original SEC filing ↗
-30.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
GOOGLTRIM-27.6%
Bill Nygren · 4.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
FLUTTRIM-20.8%
Bill Nygren · 0.4% of reported portfolio
Original SEC filing ↗
-37.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ORCLTRIM-21.7%
Bill Nygren · 0.4% of reported portfolio
Original SEC filing ↗
-32.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
AMZNADD+110.8%
Bill Nygren · 1.7% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
CRMADD+818.9%
Bill Nygren · 1.3% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NKENEWNEW
Bill Nygren · 1.0% of reported portfolio
Original SEC filing ↗
-22.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
CVSTRIM-85.9%
Bill Nygren · 0.7% of reported portfolio
Original SEC filing ↗
+11.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
FLUTADD+41.0%
Bill Nygren · 0.4% of reported portfolio
Original SEC filing ↗
-26.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
FISVTRIM-37.6%
Bill Nygren · 2.4% of reported portfolio
Original SEC filing ↗
-26.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
EFXADD+27.6%
Bill Nygren · 1.9% of reported portfolio
Original SEC filing ↗
-19.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
AMZNTRIM-30.9%
Bill Nygren · 0.9% of reported portfolio
Original SEC filing ↗
+3.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
CRMTRIM-75.5%
Bill Nygren · 0.6% of reported portfolio
Original SEC filing ↗
-25.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
ORCLTRIM-25.6%
Bill Nygren · 0.3% of reported portfolio
Original SEC filing ↗
+46.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
FLUTNEWNEW
Bill Nygren · 0.2% of reported portfolio
Original SEC filing ↗
+9.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
FISVTRIM-33.9%
Bill Nygren · 3.2% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CRMTRIM-73.5%
Bill Nygren · 1.8% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
WFCTRIM-31.4%
Bill Nygren · 1.6% of reported portfolio
Original SEC filing ↗
-2.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
DISTRIM-90.6%
Bill Nygren · 0.2% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CSCOEXITEXIT
Bill Nygren · 0.8% of reported portfolio
Original SEC filing ↗
+8.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ORCLTRIM-25.9%
Bill Nygren · 0.5% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CVSADD+21.9%
Bill Nygren · 0.5% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AXPTRIM-62.5%
Bill Nygren · 0.4% of reported portfolio
Original SEC filing ↗
+3.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
MCOTRIM-91.7%
Bill Nygren · 0.2% of reported portfolio
Original SEC filing ↗
+4.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
KKRTRIM-31.6%
Bill Nygren · 0.2% of reported portfolio
Original SEC filing ↗
-12.6% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.